Plexus Promotional Gateway User Guide
Contents
1. LTES AL afohmonsfohmon company plexus t5 Plexus Promotional Gateway User Guide Web Browser Rep Order Application and PPG Mobile iPad App Creating Orders and Managing your Address Book f LIFESCAN ee ajelhmien delen Username FORGOT PASSWORD FRAN AIS Plexus 360 Training and Development Department Oakville ON September 30 2014 Table of Contents Plexus Promotional Gateway erroe n nnne nnn 9 DeScriDIIOD sorisa rnana EO E FUNEM EU NU E NEN ERISN ERN MEE FEM 3 LOG ooi EE SRRERNERREEBERINKERENEPEHEENEERERRNRNENESARNNEENUEB KENMNNEE A Manage Profile erre A O PIAGING n OF GSP ussenuusns ERN REM E UN aa O 1 Select Product s Choosing Catalogue oon oe raonn e ean oon urn o munES Lies euo xuE nu rue EIL ERU FREE EuxK EE 7 PROGUGCE USE T 8 Add a Product to CANE usns rss nix Fo abes qui cns QNSE cur x KE REEKE E AME EIU TU PENNE MERE 11 2 Select Recipient s Choosing Recipients 1eeseeeeeeeeeereeeee nennen nnn nnn nnn nnn nn 12 3 Checkout Process Review Products In CAFE ooo rase a rpLiDXREUvERI aeu EU ELO ER PR A MA IRR M MERE 14 Review Recipients List eeeeeeeee eere eene nennen nnn nennen nnns 14 Shipping NO IGSS orco draneU nome DU ea aH oc ERO iri DU UB CIS AIUUN Ces UIN ERU KARUN 15 SUDIDIE OGG I user nni RENE NUn A ME2. ES cUUI dU UN REEC EEES 15 Address BOONKenossimi sio DO CODD ERG ERN RC RCRCEOGOGR GR Ru n 10 Add a New Recipient eeeeeeeeeee eene ne nnn nnne nnns 17 Manage Existing Recipient leeseeeeeeeeeee eene nennen 18 My OF GOL S ssunnwurRn FEDERER RVER ME NENNERENAN AREE ERNNNENME E REENM REN UMEN EN ERU EN 1 oO MGW OFUBEIS ox ieena DU ERA d HUI UNDIS HUC DUI MEINE DIM MM ENDE MNA 19 Cancelan Order m 21 Search TEE RR iPad ADDIGCSOIUIOPB usen EIEEEEREENRNERENNSRE MN MEM EH NIME UN VEN MA EITM NN M 23 Installing the PPG Mobile Application 23 plexus t Plexus Promotional Gateway PPG Description The Plexus Promotional Gateway Rep Application is a web based system for sales representatives to easily and quickly order promotional materials It is available online through a web broswer and through the PPG Mobile iPad App Note Adobe Flash version 11 1 or greater is required to use the Plexus Promotional Gateway through your web browser The PPG Mobile iPad App can be downloaded from the Apple App store The first time using the App you will be prompted for the Company ID which your System Administrator can provide The following are instrcutions for the PPG Rep Application accessed through both a web browser and the PPG Mobile iPad App To start New users will receive a welcome email with a
3. al Code Telephone Fax Email Preferred Shipping Methods Shipping Notes Once all the required fields have been filled in simply click Add plexus Address Book continued Manage Existing Recipient To edit or delete a recipient s information simply select that recipient from your Address Book 18 N Address Book Filter Add New Address Upload Name Address ao Update any of the desired fields or select Delete to delete the recipient 2 Address Detail Ue Shipping Notes Once all the desired fields have been updated simply click Save My Orders View Orders e Select My Orders on the left menu User Rsehard Pharmeuf This will open up the My Orders screen which will show you all of the orders submitted from your account e You can Search and Filter by date order ID and order recipient Note e Waiting Transmission indicates the order is waiting to be picked up by CLS e Shipped indicates CLS has printed the order for processing e Awaiting Approval the order is on hold E Logout Starts 07 10 2012 Showing 1 of 1 Filter Recipient Q Filter Dates Ends 08 10 2012 Order ID Q Order 262 a 08 07 12 Awaiting gt Approval plexus t 2 20 My Orders continued View Order Details e Select an order from the list to view more information about the order includin
4. ation of Search Filter and Sort criteria to find products across all available catalogues Note When searching in this manner a product may appear multiple times in your results list as it may be found in multiple catalogues Nddress Book Mu Cheers Showing 0 of 0 Q Filter Sort Enter your search terms in the search field above As you type the search results will be refined to include only those items where the search term is contained in the item code item name or item description gt plexus 39 23 iPad Application Installing the PPG Mobile Application To install the PPG Mobile iPad Version application simply visit the Apple App store on the iPad App Store Using the search bar search for PPG Mobile iPad Version and select the app icon from the list of returned results PPG Mobile iPad Version Plexus 360 Business INSTALL 2 PPG Mobile gt plexus 24 From here simply select Install to install the PPG Mobile Application on the iPad PPG Mobile iPad Version Plexus 360 Business INSTALL Note Remember you will need to enter your Company ID upon your first login into the PPG Mobile Application If you don t know this ID speak to you System Administrator about acquiring it
5. e us a call We will be pleased to assist you Current Order o plexus 360 Manage Profile Note It is important to verify correct and update oce nd as needed your profile in particular your Last Name Phaneuf address or your orders will not be delivered Email bane ODORE roperly AA P p y Password Created Aug 3 2012 11 28AM Change Password Manage Profile Cell Phone ug eer Telephone 905 829 4877 Select Manage Profile from the left iin menu Fax Number e Verify the information in the boxes is Product Split 75 ENG 25 96 FR correct To make corrections click the boxes and make corrections Language Preference Eng QJ FR Once corrections are made click Save to disini ee ae the changes Select your preferred shipping save l Light Address Address 1 2902 South Sheridan w Address 2 City oakville Province British Columbia z Save Country Canada x Postal Code v2a 3v5 Light and Heavy Addresses Heavy Address The Light Address is your home address 2d The Heavy Address if different is usually a Address 2 locker address for larger orders City Mississauga Province British Columbia Country Canada v2a 3v5 Postal Code Shipping Notes Shipping Notes Note Shipping Notes set as part of your Leave at Landlord s profile will appear on orders placed to your Heavy Address You may also add shipping notes at the order level for no
6. ecipients EN v Add Myself Add Recipient Name Address John Doe 2902 South Sheridan Way gt Oakvile Ontario L6J 7L6 plexus t5 13 2 Select Recipient s continued e From here simply click the Add button next to the recipient to add them to the recipients list LH Address Book Filter l Add New Address Upload Marne Address gt ADO gt ADD I ADD Note If the recipient is not in your address book you may add them by selecting Add New Address This will be covered in the Address Book section plexus 3 Checkout Process e Select the Cart icon on the bottom left menu At Current Order Review Products in Cart First review the items in your order e You can still add remove items as well as edit the quantity to be shipped Review Recipients List e Next review the recipients to whom the order will be shipped e You can still add remove recipients Eii a ma ri Emp anro 14 plexus 45 3 Checkout Process continued Shipping Notes e You can enter any shipping notes you wish to accompany your order Note Shipping notes for an order will appear on every recipients packages for that order Shipping Notes Signature on File Signature not required cancetoraer iu Submit Order Once you have reviewed your order you may submit by pressing Submit Order button or Cancel the order to start over You have n
7. efined for the product The system will round the quantity up or down to align with the order increment e g f the order increment is set to 25 It may only be ordered in quantities that are multiples 25 50 75 etc Add Item Maximum Remaining Order increment Inventory QTY to Add Cancel Add to Order e You may notice that the product counter on the Cart icon in the bottom left was incremented by the quantity added when Amy Current Order you added the product to your order F e You can click the Cart icon at any time to view the products in your current cart We will discuss the cart screen more in the Check Out section N 2 Select Recipient s Choosing Recipients e Select the Cart icon on the left menu CE TE e To add yourself to the order select Add Myself from order recipents e f you have a different Light and Heavy address for your profile a prompt will appear for you to select which address you wish to add If both your Light and Heavy addresses are the same you won t see the prompt and your address will simply be added to the recipients list My Addresses Light 2902 South Sheridan Way Oakvile Ontario L6 7L6 Canada Heavy 2902 South Sheridan Oakvile Ontario L6 7L6 Canada Cancel If you want to ship the order to other recipients then select Add Recipient e This will take the user to their Address Book Order R
8. g the tracking number ORDER DETAILS ORDER DATE ORDERED BY SENT TO ITEMS IN ORDER Item Name 703 Lot Test Product 103 HPPH HICU E Tea n sar lied ES View Order Detail cC 2t 14 1 45PM Unit Shrink Wrap Qty 113 Print Details Reorder STATUS Shipped View Transaction History Cancel Order Status Approved plexus 21 My Orders continued View Transaction History e Select View Transaction History to view the Order Progress details ie date shipped date ordered date sent to warehouse etc Transaction History Waiting for CLS to pickup Order picked up by CLS Cancel an Order amp Cancel Order e f it becomes necessary to cancel an order select Cancel Order from the Order Details page e An email is automatically sent to the CLS requesting the order be cancelled e Ifthe order has not yet been shipped the order will be cancelled Reorder Function e If you wish need to replicate an existing order select the Reorder button UAM All the info of the original order will populate the current shipping cart i Note If the recipient and or items are no longer available the system will not allow the recipient item to be placed on the order A plexus 22 Search Search Screen e Select Search from the left menu his will open the Search screen From here you can use any combin
9. he life of the catalogue Increment is the number of units the quantity is forced to increase by when adding to an order Remaining indicates units available to the user to order until the expiry of the catalogue iiit PPG LEAVE BEHIND ENGLISH ACMEOQDOSE PPG L Behind Package 24 se ada te Odar o alexus i amp Logistics Onlheening your marketing materials Right time Right place Rsght price vai Plexus Promotional Gateway PPG AP ummse ndwec sie Went Han n Lirna Gederieg and lulia Selgiiar kw ges ee es huie a un ru plexus 11 1 Select Product s continued Add a Product to Cart e To add a product to your shopping cart simply click the Add button next to the desired product in the catalogue list view or product detail view E ales Sort i Showing 3 of 3 MR Mew x Requires Approval A English French Other Bilingua Sample Cirange Battle 15 WK m ZAMPDOUOODI 15 SAMPLE ORANGE BOTTLE 15M5 Lc Pack Format Bea 5 Pack ACMEOD0UOSF PPC LEAVE BEHIND FRENCH FRG Leave Bening Faguet a4 Pack Format shrink wrap Z4 Parck ACMEOOUDOGE FPG SLIM JI ENGLISH FEG Sim Am Package 10 amp Pack Format shrink rap ic Pack This will prompt the Add to Order popup to appear 8 l a e Select the quantity of the given product and click Add to Order Note A product may only be added in multiple of the Increment value d
10. le unit Viewing a Catalogue You can view a Catalogue in either List View or Grid View You can also Search Sort Filter and view the Top Moving Items in each catalogue in any combination of ways to help locate particular products for your order Showing 7 of 7 The Top Moving Items sorts the products by the number of orders placed in the last 3 months c lt eo plexus 1 Select Product s continued Product Icons As well as code name and description some products also have icons providing further details on the product New Product Added within the last 90 days n e H Orders with these products will be sent to the Product Manager for approval before shipping All products in the same order not requiring approval will ship immediately Refers to the language of the product from left to right English French Both Bilingual Other Some products are available in multiple languages ensure you select the correct one A plexus 1 Select Product s continued View Product Details To view more details about a product simply click anywhere on the desired product in the catalogue his will direct you to the product details page Here you can view additional details on a product including full description and a larger image Product Detail 10 Maximum sets the maximum number of units that you can order over t
11. link to the website In addition you will be provided with a temporary password to access the application for the first time and the Company ID required for iPad installation See iPad Application section for installation instructions Important e New users will be prompted to change their temporary password to a permanent one of your choice If you are experiencing any problems please contact Customer Support at Tool Help Aimee Schultz aschul10 its jnj com Order Inquiries lfscacls its jnj com plexus A Login Login to the PPG Application e Click on the URL contained within the welcome email to access the site plexus Or Welcome to the e Select the PPG Mobile App icon on your iPad PLEXUS PROMOTIONAL GATEWAY Note Bookmarking this URL is recommended for ease of future access Username Password ass User Login e Enter your username company email and password e Click Login FORGOT PASSWORD LE CHANGE LANGUA Welcome Screen e Upon successful login you will be greeted with the welcome screen e On the left you will see a menu with the following links Home Catalogues Address Book My Orders Manage Profile Search and Logout P User Jason Harris Home m Catalogues Address Book My Orders Manage Profile Search a Logout From Pegasus you can order promotional materials to be sent to yourself or forwarded to other cec ipenti Y pou require amy sesten e placing your order please giv
12. ow placed your order e Apop up box will appear giving you the Order Number success If there is more than 1 recipient on the order an additional MUT a Ee esus le f mE following order number hasbeen order number will be given for each recipient ieu Order 279 Pending e You may wish to make a note of the Order Number for tracking purposes Note The Order number you receive here is different than the actual Order number in JDE where the order is placed by CLS You may reference this order number when communicating with CLS or Administrator only ETD Address Book My Address Book e Select Address Book on the left menu Types of Contacts There are 2 types of contacts in the Address Book ark Global Contacts are all the users of the system lt These contacts are seen by everyone and can bas only be edited by System Administrators Personal Contacts are recipients you have added to your Address Book These contacts are only seen by you and can be edited at anytime Example An important physician to whom you wish to send products plexus amp 60 P 17 Address Book continued Add a New Recipient Frevince Country Click Add New Address Add New Address Enter all the required fields for the new recipient All of this information can be updated edited later Address Detail Name Company Address 1 Address 7 City Post
13. tes applying to a specific order A plexus Placing an Order There are 3 steps to placing an order Ey 1 Select Product s all 2 Select Recipient s dos 3 Checkout 360 plexus t5 1 Select Product s Choosing a Catalogue e Products are arranged in catalogues for ease of viewing e Only catalogues available to the user will appear e Select Catalogues on the left menu e A list of available catalogues will be displayed see below e Select a Catalogue to browse for products User Jason Harris Home Catalogues My Orders Y Manage Profile Search Logout gt plexus 8 1 Select Product s continued Product List e All of the products associated with the catalogue will be displayed y ACME Promotional Gateway Promotional Gateway rial Informational Mate _ 2 is du iE Showing 9 of 8 AR Mew of Requires Approval A English French Other Bilingual SAMPDODI 15 SAMPLE ORANGE BOTTLE 15M0 cal Sample Orange Battle 15 MG gt Pack Format Bow 5 Park Add P niin i memi ACHEOODUOSF PPG LEAVE BEHIND FRENCH uu a PPG Leave Behind Paquet 24 pasta ACMEODUOSE PPG SLIM JIP ENGLISH om PPG Slim fim Package 10 22 gt Pack Format shrink wrap 10 Paci j The list view of a catalogue includes Product Name Product Code e Product Description e Package Format Describes how an item is packaged 1 Pack is a sing
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