RI Advice Online User Manual for Staff & Practices 2013
Contents
1. Reference 1 7 Click on the Date Submitted From ca E Refresh button Date Submitted To fe E Status iv Export dh ada EF El Order Number Type Cost Centre Name Reference Total Date Submitted Status Action 206202 Customer Order 10376 RetireInvest Parramatta 0 00 16 02 2013 Pending Details Reprder Page 1of 1 total 1 results Records per Page 15 2 Click on Reorder to recycle the order 14 7 Search Order History Reordering The Order History Reordering functionality is similar to that of the Template Orders It allows you to re use an existing order that you have previously placed without having to re enter all the product and delivery address details By utilising this option you can reduce the processing time of an order Please refer to Step 2 under section Search Order History Step 1 e After you have clicked on the Reorder link you will be directed to Order Details Step 2 e If you wish to modify the pre populated address simply write over the existing address You can also save this as your default address by selecting the Save as Default Address option below the address fields e To complete the order click on the Submit Order button and your order will be processed TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT r submit Order E Save Save and Exit Exit Ew Order Number 222635 Date Raised Status Date Submitted Created by dice2. a Practice Date 3 Click on Cost Centre Name 10335 Date Last Modifie 2 2013 6 54 1 You will be directed to the ference Submit Order Order Details screen Dperator Comments to process your order Company Name 10385 Retirelnvest Castle t Address Line 1 8 McMullen Avenue Contact ORP 2 If you have edited the address a Delivery Comments fields and want to Save the NSW address click the this option 2154 Australia To create a user delivery address please enter the address details and press Save as Default before submitting the order This address will become your editable default address and will be displayed on all future orders Save as Default Billing Address Book a C chorve Price sb add X Delete Accent cc E Product Code Description Quantity Pack Unit Action RI183 0110 A4 FSG and Adviser Profile Folder 1 PKT20 Edit Delete Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT 15 Step 3 Order Submission Screen This screen is the final step in the ordering process and displays your Order Number that can be used to follow up your products with the GEON Helpdesk It is important to note this number for any future referencing Once you have noted your Order Number click on the Exit button highlighted below to navigate out of the Order Submission screen EXPLORER CATALOGUE WORK TERMS EMAILUS REFUND POLICY HELP PDF LOGO i O check
3. Comments State NSW populated change if Post Code 2541 required Country Name Australia To create a user delivery address please enter the address details and press Save as Default before 3 Select Save as submitting the order Defau It Add ress to This address will become your editable default address and will be displayed on all future orders keep new address as default Save as Default Billing Address Book C Charge Price 4b Add amp Delete 2 Accept Edit Quantity Pack Unit Action 5 EACH Edit Delete TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT Step 6 Order Submission screen This screen is the final step in the ordering process and displays your Order Number that can be used to follow up your products with the GEON Helpdesk It is important to note this number for any future referencing To complete your session click Exit EXPLORER CATALOGUE WORK HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT zi R A O check out Sa Your cart is empty Thank you for your order e GP search E The order confirmation will be emailed to you i Please print this screen or note down the following details for future reference Full Text Advanced Search Reference ps Aprowse HH RI Advice Staff RI Advice Group Category B Head Office Stationery Total E Stationery Business Cards Envelopes Letterhead With Comp Slips Practice Sta
4. for your most frequently used screens e Catalogue tab has the following work areas 1 Cart Shows items waiting for checkout in your shopping cart 2 Search Simple and Advanced search facility for all catalogued items 3 Favourites Set up and manage favourites for items that are frequently ordered 4 Browse Enables browsing through product groups within the catalogue e Work tab Snapshot of orders in cart pending request Navigation Bar Overview Home tab Takes you back to the Home page Ordering tab A drop down menu enabling you to manage product orders Maintenance tab Enables you to administer personal functions Security tab User administration 4 How to Create and Submit an Order Step 1 Click the Staff catalogue on the left hand side of the screen under the Browse section This will open the catalogue listing as illustrated in the screen preview below IMladvice Online store EXPLORER CATALOGUE WORK HOME ORDERING MAINTENANCE SECURITY Your cart is empty fe on Welcome RI Advice Test User 2 Full Text TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Advanced Search y RI Advice Staff iS RI Advice Group Category 1 i C ick O n prod uct Head Office Stationery catalogue and sub oe catalogues here Email geonlinesupport geongroup com Corporate Address 20 Baker Street Banksmeadow NSW 2018 Australia E With Comp Slips Practice Stationery j B Stationery i Business Ca
5. with your order please contact the helpdesk on 1300 556 770 or email geonlinehelpdesk geongroup com 17 8 Adding an Address The following section outlines how a user can Add new addresses to their delivery options within the online solution Step 1 Click on the Maintenance tab click on User Address Maintenance from the drop down menu HOME ORDERING SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT User Address Maintenance Favourites Maintenance Welcome RI Advice Test User 2 Customer Service Email geonlinehelpdesk geongroup com Phone 1300 556 770 Click on the Maintenance tab Technical Support Email geonlinesupport geongroup com cl ick on Us er Adar ESS EREE EPE T Maintenance from the drop 20 Baker Street Banksmeadow d OW nm e n u NSW 2019 Australia Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELPPDF LOGOUT Step 2 If you have access to more than one 1 Cost Centre Select the appropriate cost centre the product s will be charged against otherwise go to next step HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT iSelect iter GO Reser ero E Account Number First Sort By Cost Centre Name Then Sort By City Country Account Status Click on Select 21RIADVICE i i Select 21R110375 RetireInvest Newcastle Newcastle Australia Select 21R110376 RetireInvest Parramatta Parramatta Australia Se
6. 110385 10385 RetireInvest Castle Hill Castle Hill Australia Select 21R110382 10382 RetireInvest Woden Phillip Australia Select Practice Stationery 21RI10386 10386 RetireInvest Bondi Bondi Junction Australia Select 22 Step 4 1 Complete all fields 2 Click Preview to review what the finished product will look like Stationery Details Layer Layer Content C Hide all options Page 1 Name Title Office name surname Qualifications Other Qualifications Title Proprietor ofice Name D0 9999 9999 Phone Email 00 8888 8888 0444 444 444 name surname riadvice com au Address Postal street address suburb state postcode Complete all the fields postal address suburb state postcode Page 2 BC Back Option Select Web Address www riadvice com au Click on Preview to see what the finished product will look like when printed NOTE Invalid entry details or entry combinations will result in the layer not being displayed Cancel ResetValues Preview 23 Step 5 It is important to review entries on the stationery If entries are correct click Place Order to amend click Edit Again to abandon order click Cancel Trike Gl walneal i fr a hee aT f d m oa i m Tr f Vg os a j B i f 1 E POLL me wt A one life make the most ot it Firstname Surna
7. 76 10376 RetireInvest Parramatta Parramatta Australia E Active Select 21R110379 10379 RetireInvest Nowra Nowra Australia E Active 21RI10382 10382 RetireInvest Woden Phillip Australia E Active Click on Select 11 Step 3 e Enter a name against your template so that you can easily access at a later date e Click on Add to begin assigning products to your template order TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT E Save S Save and Exit oit Template Name 1 E ntera Created by Ri Advice Test User 2 Cost Centre Name fi 0375 Retireinvest Newca Te m p ate N ame Cl charge Price ada let v Accent GE Product Code Line Total Action 2 Click Add to assign stock to the template Step 4 e Click on the Search link HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Save Save and Exit Exit EA Template Name Dats Raised E E Crested by Michsel Sutjisdi RI Pract Date Last Modified jeloa20i2 221 HE Cost Centre Name 10279 Retirelnvest Nowrs Cyde A O c Description UOM Quantity Unit Price Line Total Action L J L 1 Search Cancel 1 Click on the Search link GST e If you do not know the item code you can search by key words i e Increases Your search will then return a list of closest matches to your search criteria e Once you have located the item you require click the Order link as highli
8. Online store RI Advice Online User Manual for Staff amp Practices 2013 Table of Contents Introduction How to Sign In Home Page Explorer Bar Overview Navigation Bar Overview How to Create and Submit an Order Minimum and Maximum Limits Creating a Template Order Search Order History Search Order History Reordering Adding an Address Add Customer Address Add New Address 9 Ordering On Demand Stationery 10 Search amp Sort Fields Wildcard Searches Syntax Searches 11 Helpful Contacts 12 Frequently Asked Questions Can I use the back button on the browser How do I search for a product using a stock code If I don t have a code can I search another way Why won t my order SUDMIt eee eee What is a Back Order eerren What quantities do I order ou cece eeees How long will it take for my order to be delivered Can I view these products from the website How do I edit my cart or delete an item How do I view the status of my order 0 0 000 oi kane dues E E eee E AO E E ZA PE EA A A E A TT ZT See ae ee ere ar E eae 27 EA EE E T E T 27 PEPE E EA ioe set E AE T ZT deca Beare og aeaa sa N Gs eee 21 PE EEA EE EI AENEA EA Zh E AA A ad nom an A E eerie 28 E E ETI AOE AE A EE A E bs 28 A EE E T E A T 28 1 Introduction Welcome to RI Advice s online ordering site This site is provided by GEON Group RI Advice s print management provider
9. The system is entirely web based and requires no loading of special programmes on your computer The system will allow you to Place orders online easily See a thumbnail of your documents Print and download PDFs of the document Track your orders Create favourite order templates Like anything new there is an initial familiarisation period as you get to know the software and explore its features We appreciate this and have provided a range of support functions outside this manual Accompanying this User Manual is a comprehensive Frequently Asked Questions FAQs If you have questions about using the system please check the FAQs first to see whether your question is answered here If you have further enquiries please call the Helpdesk on 1300 556 770 where a GEON Group consultant will assist you The system also has a help facility on each page accessed by clicking on the Help icon Minimum requirements GEONline can be used with most W3C compliant browsers however for commercial reasons PCs and laptops with the following specifications only are supported Hardware e Configuration including network connectivity which will support internet access and speeds commensurate with acceptable organisational levels A minimum connection speed of 1mbps per user is recommended e Minimum Screen resolution 1024x768 Software e Internet Explorer 7 8 e Firefox 3 6 x Cookies must be enabled Java script mus
10. aff f RI Advice Group Category Head Office Stationery E nter aa quantity of inven the product Letterhead RI BC AR1 RetireInvest AR Bus Cards Pack of 500 z yo u need With Comp Slips E Practice Stationery B Stationery i Business Cards i Envelopes Letterhead e Once you have located the item you wish to select enter the quantity in the box provided e You then click on the Order link at the far right side of the product you wish to order This will add the item to your Shopping Cart e Click on the Order action located at the far right side of the product you wish to order Note f you have access to more than one 1 Cost Centre Select the relevant Cost Centre see Step 3 otherwise go to step 4 21 Step 3 Click on Select EXPLORER CATALOGUE WORK HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT pea a a Your cart is empty Account Number First Sort By Cost Centr Ascending iv J Search gz Cost Centre Name Then Sort By m Ascending iv Full Text City Advanced Search Country iS RI Advice Group Category Select Head Office Stationery 21R110375 10375 RetireInvest Newcastle i j Select B Stationery Business Cards 21RI10376 10376 RetireInvest Parramatta j Select 21RI10379 10379 RetireInvest Nowra Nowra Australia i Select Envelopes Letterhead With Comp Slips 21R
11. ainst the item and when the replenishment of stock arrives in the warehouse the back orders will then be despatched What quantities do I order When ordering stock items the UNIT quantity may vary Each means that you can order in single units Box 250 some items eg envelopes come grouped so ordering 1 1 x box of 250 How long will it take for my order to be delivered All orders placed before 12 noon will be despatched by road freight the same business day unless otherwise agreed 2 The below table highlights the standard delivery timeframes across Australia Delivery if order received prior to 12 pm Next Working Day Next Working Day Next Working Day Id Country 2 Working Days SA Country 3 Working Days 5 Working Days Deliveries only on Tuesday amp Friday 5 Working Days ets ee 6 Working Days Deliveries only WA Country Deliveries only on Tuesday amp on Tuesday amp Friday Friday Sydney Metro Next Working Day Next Working Day Nthn Territory 5 Working Days 5 Working Days Tasmania 4 Working Days Within 4 Working Days CT Next Working Day Within 2 Working Days Please note the above delivery times are a guide only 5 Working Days Deliveries only Perth Metro on Tuesday amp Friday Can I view these products from the website Most of the products can be viewed online by clicking on the thumbnail preview How do I edit my cart or delete an item Items can be removed or added to your c
12. antity On Order Pack Size Quantity Quarantined Packs Per Outer Quantity in Production Quantum Order Quantity 1 Step 4 e After selecting the Check Out button you will be taken to the Order Details screen Add a Reference if required The Reference is a free text field that can be used to type in purchase order numbers contact names reference numbers etc aS a way of differentiating orders Step 5 e The delivery address provided on the registration page will automatically populate the required fields e If you wish to modify the pre populated address simply write over the existing address You can also save this as your default address by selecting the Save as Default Address option below the address fields e To complete the order click on the Submit Order button and your order will be processed TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT amp 1 Enter Reference Submit Order Save Save and Exit Exit Bai 2226 EPA on number if desired Status ted Created by fia ichael Sutjiadi RI Practice Date Approved 4 CI ick on Cost Centre Name 10379 Retireinvest Nowra Date Last Modified ee Submit Order Reference Operator Comments Company Name 10379 Retirelnwest Nowra Address Line 1 1st Floor Holt Centre Contact Michael Sutjiadi RI Practice Address Line 2 31 Kinghorne St D D li dd Originator s Email michael sutjiadi geongroup city a Vellvery agaress Delivery
13. any of the description fields Envelopes ENV Would return all products containing either Envelopes or ENV in the Same description fields Envelopes OR Would return the same results as the search above ENV AND Envelopes AND Would return all products containing both Envelopes and SS in the SS same description field Quotes are used when combining separate words e g Head Office to treat as single search criteria A sample search example would be Envelopes AND Head Office which would return all products containing both Envelopes and Head Office in the description line of the same field 25 11 Helpful Contacts GEONline and Progress of Orders GEON staff are available to support you with catalogue and delivery enquiries Email geonlinehelpdesk geongroup com Phone 1300 556 770 Business Hours EST 26 12 Frequently Asked Questions ORDERING YOUR STATIONERY AND SALES MATERIALS Can I use the back button on the browser No To control navigation use the options made available on the resident web page Pressing the back button will log you out of the website How do I search for a product using a stock code Stock codes are unique identifiers that differentiate customer products from one another Each code consists of 10 20 characters and can be made of letters or numbers eg RIZ80B When searching using a code you can enter any part of the code in the GEONline search field with the wildcard
14. art To add more products to your Shopping Cart you simply follow the above steps again 4 When your Shopping Cart is complete click on the Check Out button The Check Out option navigates you to the checkout area of the online solution where you can preview your cart before completing the necessary delivery details a To empty the contents of the cart if you have added incorrect products quantities to your shopping cart click on the rubbish bin icon 4 Click on Check Out to complete 2 Enter order quantity of the product EXPLORER CATALOG WORK HOME ORDERING MAINTENANCE SECURITY yo u n eed ILUS REFUND POLICY HELPPDF LOGOUT a ao eck Out I a Reset E Refresh a All First Sort By w Descendini P Se Product Group Clothing Then Sort By Ascending x Full Text Advanced Search Advanced Search ff Clear Quantity P Add Multiple a Description 4 a Cl IC k O n bi n Stock Level Pack Unit Quantity Action to clear cart As R Your cartis empty e RI Advice Staff RI27 Description bns THe In Stock f RI Advice Group Category Customer Stock Code RI276M 36892 E 653 Head Office Stationery B Stationery Business Cards Envelopes Letterhead With Comp Slips Practice Stationery B Stationery 275M RIMensTShirts 3x 1 Select product group In Stock mae Saaee ves you wish to browse Bo Envelopes Letterhead With Comp Slips BRI Advice Group Compliance Documents Co
15. art by simply clicking the Edit button which can be found in the Order Details screen If for an example an item has the incorrect quantity allocated you can click on Edit and adjust the quantity to suit Adding items to the cart is as simple as clicking on the Add button then clicking on the Search link which will navigate you to the Catalogue where you can add items Note once you have added the items you will need to click on Check Out to update the cart How do I view the status of my order You can view the status of your order by navigating to the option menu on the left hand side and clicking on Order History This link will take you to a new view where you will need to click on Refresh Once you have done this a list of all your orders and their status will appear Status Descriptors e New this refers to any new orders that you have made that are yet to be processed by GEON s warehouse e Confirmed Orders that have been processed by GEON s warehouse e Closed Orders that have been processed and dispatched e Back order Orders that do not have sufficient stock on hand for successful completion of the order 28
16. de of the screen under the Browse section This will open the catalogue listing as illustrated in the screen preview below RWladvice EXPLORER CATALOGUE WORK HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT contin E 206203 has 0 item s Code Quantity Value Actions SAVS coea 4 e 0 0 km OS A search Full Text Advanced Search RI Advice Staff ERI Advice Group Category Head Office Stationery ie Stationery Business Cards a 1 i Click on product ve catalogue and sub Letterhead L With Comp Slips catalogues here Practice Stationery E Stationery geonlinehelpdesk geongroup com 1300 556 770 Business Cards Envelopes Copyright All Rights Reserved Letterhead TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Step 2 When you click on the product sub group that you wish to browse the products in this group will appear in the main body of the screen HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT at reset Bnet 206203 has 0 item s All First Sort By Relevance Ascending m Code Quantity Value Actions Product Group Business Cards Then Sort By w Ascending v E ea E FullText Clear Quantity 4p Add Multiple a Advanced Search Description i i Quantity Action RI BC AR RetireInvest AR Bus Cards Pack of 250 On Demand X BOX250 RI Advice St
17. ghted to add an item into your template HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT 1 Enter the lt Reset Refresh Cancel Ea First Sort By Code Ascending product code e sesreinal Then Sort By Ascending 4 or key WO rds if Clear Quantity db Add Multiple a SCRE Stock Level i Pack Unit Quantity i Per Outer Advanced Search RI BC AR RetireInvest AR Bus Cards Pack of 250 0 E el RI BC AR1 RetireInvest AR Bus Cards Pack of 500 2 Click on Order to add product into your template 12 Step 6 e Click Add to continue adding products to the template order e When you have added all the appropriate products into your template click on Save and Exit which will then save the template into your template list for future use TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Template Name Date Raised Created by Michael Sutjisdi RI Pract Date Last Modified Cost Centre Name 10379 Retirelnvest Nowra Cycle i Product Code Description UOM RI BC TEAM RetireInvest Team Member Bus Cards Pack of 250 2 Click Save and Exit to save your template 1 Click Add to continue adding products e To locate your pre defined templates choose the ordering tab then select template orders from the drop down list Click the clear icon to remove the date from the Date Raised Fr
18. le Australia E Active Letterhead With Comp Slips 21R110397 10397 RetireInvest Werribee Werribee Australia Active f RI Advice Group 21R110405 10405 RetireInvest Moonee Ponds Moonee Ponds Australia E Active Minimum and Maximum Limits When ordering a product that is over under the minimum and maximum quantities the online solution will automatically round up down your order quantity to fall within the defined thresholds a message will notify you when clicking the Check Out button TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Submit order save save and Ext bat E Order Number Date Raised Status Draft Date Submitted Created by Michael Sutjiadi RI Practice Date Approved Cost Centre Name fi 0379 Retirelnvest Nowra Date Last Modified Reference Operator Comments Company Name 10379 Retirelnvest Nowra Address Line 1 1st Floor Holt Centre Contact Michael Sutjiadi RI Practice Address Line 2 31 Kinghorne St Originator s Email michael sutjiadi geongroup City Nowra Delivery Comments State NSW Post Code 2541 Country Name Australia To create a user delivery address please enter the address details and press Save as Default before submitting the order This address will become your editable default address and will be displayed on all future orders Save as Default Billing Address Book ET C chorse
19. lect 21RI10379 RetireInvest Nowra Nowra Australia Select 21RI10382 RetireInvest Woden Phillip Australia Select 21R110385 RetireInvest Castle Hill Castle Hill Australia Select 21R110386 RetireInvest Bondi Bondi Junction Australia Select 21R110389 RetireInvest Hurstville Hurstville Australia Select 18 The screen will show two Add buttons Add Customer Address and Add New Address fig1 TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Company First Sort By Company iv Ascending i Address Then Sort By Ascending w City State Country Name Customer 10379 RetireInvest Nowra s e Country Name Page 1of1 total 0 results Records per Page Add Customer Address or Add New Address Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Add Customer Address allows the user to set a customer address as a default address 1 Click Add Customer Address button fig 1 2 Select the required delivery address fig 2 3 Confirm that the address details are correct alter if necessary fig 3 4 Click Save and Exit button fig 3 TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT Company L T First Sort By Company iy vv Contact Then Sort By Address city Select the required State delivery address Country Name Cancel Company Address City Country Name Action RI Parramatta 1st Floor i
20. me cFP Other Qualifications Title Proprietor Office Name too 9999 9999 f 00 8888 8888 m 0444 444 444 e name surname riadvice com au street address suburb state postcode postal address suburb state postcode e Al Advice Group Pty Ltd ABN 23001 774 125 AFSL 23842 24 10 Search amp Sort Fields The search function offers simple or advanced search features S mp e will match all fields whereas Advanced will match specific fields Results are displayed within the Browse Catalogue screen Customer Stock Code Description Extra Description Min Qty Hax Qty Stock First Sort By Relevanc Ascer we Relevance aoe Wildcard Searches Expected Return TE Find all matches starting with 123 Example returns 123 12315 123000005 1231115 etc 12325 Find any matches that are five characters long starting with 123 ending with 5 Example returns 12315 12325 12335 12345 etc 123 5 Finds any matches starting with 123 ending with 5 Example returns 123000005 12305 1231115 etc 12325 Finds any matches starting with 123 with any character in the 4th position followed by a 5 and any characters following the 5 Example returns 12315 12325 123A5 123B5 123A5000 123B500 etc Syntax Searches When using syntax searches each field is scanned for the content of the search Function Search Expected Return Function Example Envelopes Would return all products with Envelopes in
21. om field e Click on the Refresh button which will return a list of all your template orders e To use the template simply click on the Use link and then complete the delivery details and complete your order Please refer to Step 3 under section Submitting an Order 2 Click on Refresh button HOME ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT u Q Reset Refresh a Cost Centre Name First Sort By Cost Centr y Descendin yy Template Name Then Sort By ol a Date Raised From 17 01 2013 Date Raised To Cost Centre Name Template Name Date Raised Action 10379 RetireInvest Nowra 16 02 2013 Delete Details Use 10376 Retirelnvest Parramatta 16 02 2013 Delete Details Use Page 1 of 1 total 2 results Records per Page 15 iw 3 Click on Use template 13 6 Search Order History The following functionality allows you to search your order history pipeline to follow up on an order or re use the order details instead of creating a new order from scratch The status of orders are updated automatically as they are fulfilled by the GEON Warehouse Step 1 e Go to the navigational menu on the left of the screen and lick on Ordering e Click on Order History from the drop down menu CII MA NTENANCE SECURITY 1 g Click on TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT bs J Current Ord Orderin g Design Reset 2 Refresh E Order Nu
22. out Sg Your cart is empty Thank you for your order e P search E The order confirmation will be emailed to you Please print this screen or note down the following details for future reference Full Text Advanced Search Reference Net GST Total RI Advice Staff E RI Advice Group Category B Head Office Stationery Stationery Business Cards Envelopes Letterhead With Comp Slips E Practice Stationery Stationery Business Cards Envelopes Letterhead Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT With Comp Slips RI Advice Group 16 Step 4 When your order is successfully processed by the system you will receive an email notification which will outline all the details of your order including delivery address contact name business unit and products ordered You can use these emails to build a history of your ordering pattern Order Details Order Number 206205 Account Number 21RI10376 Cost Centre Name 10376 RetireInvest Parramatta Reference Order Date Sat Feb 16 07 01 44 EST 2013 Order Originator RI Advice Test User 2 PRISM Delivery Code AUS 21RI10376 1 Address Attention RI Advice Test User 2 10376 Retirelnvest Parramatta RI Parramatta 1st Floor 17 21 Hunter Street RI276M___ RI276M36892 RI Mens TShirts SXI Unit of 1 EACH sooo sooo sooo Line Total Net 50 00 GST 50 00 Total 50 00 Charge Total Net 50 00 50 00 For help
23. rds L Envelopes ni Copyright All Rights Reserved Sen ge TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Any catalogues that have a plus sign beside them can be expanded further to view the contents within this category as illustrated RI Advice Staff RI Advice Group Category Head Office Stationery i Stationery i Business Cards RI Advice Staff j Letterhead i Le With Comp Slips f RI Advice Group Category Practice Stationery FA Head Office Stationery EE Practice Stationery RI Advice Group Stationery H Business Cards i Envelopes i Letterhead i L With Comp Slips RI Advice Group a Compliance Documents Corporate Stationery i i Other i L Presentation Folders S Marketing Tools a Brochure Flyer i Corporate i Intouch Other i Ongoing Services E Promotional i Clothing i Other Ea Stationery La Voyage Step 2 1 When you click on the product sub group that you wish to browse the products in this group will appear in the main body of the screen This will include e RI Advice product code Image of the product that can be downloaded as a low resolution PDF Unit of measure Stock availability Order button 2 Once you have located the item you wish to select enter the quantity in the box provided 3 You then click on the Order link at the far right side of the product you wish to order This will add the item to your Shopping C
24. rice Add 9 ocete Accent O ca Quantity Pack Unit Action 5 EACH Edit Delete TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT You can quickly identify the minimum and maximum quantities assigned to a stock item by clicking on the Product Description of any product and then clicking on the Stock tab which will bring up the stock metrics as identified below EXPLORER CATALOGUE WORK TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT a A O check out fg lt Reset 2 Refresh a Your cart is empty All First Sort By Descendin iM J Search Ey Product Group Clothing Then Sort By Ascending v Advanced Search Advanced Search 8 Clear Quantity dp Add Multiple a iiia a n Sa p RI Advice Staff RI276M RI Mens TShirts 5XL Unit of 1 In Stock ine Adv ry a RI Advice Group Category Customer Stock Code RI276M 36892 E 653 Details B Head Office Stationery Favourite B Stationery Full Text Business Cards Envelopes Letterhead With Comp Slips S Practice Stationery f Stationery RI275M RI Mens TShirts 3XL Unit of 1 Cl ick on Prod uct K Order Details Description Favourite Business Cards Customer Stock Code R1275M 36892 Envelopes Letterhead With Comp Slips f RI Advice Group Compliance Documents E Corporate Stationery aee r Mews em Stock Boel Code RI276M Description RI Mens TShirts 5XL Unit of 1 Stock Level 653 Quantity On Hand Pack Unit S ten Qu
25. rporate Stationery 3 Click on Order button Step 3 If you have access to more than one 1 Cost Centre Select the appropriate cost centre the product s will be charged against otherwise go to next step EXPLORER CATALOGUE WORK TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT SSE NT ov En RR lt 3 rence rea cancel E Your cart is empty Account Number First Sort By Cost Centri Ascending M P Search p Cost Centre Name Then Sort By w Ascending Full Text City Advanced Search Country cesta x a RI Advice Staff Account Number Cost Centre Name Account Status ERI Advice Group Category 21RIADVICE RI Advice E Active 14 7 E Head Office Stationery 21R110375 10375 RetireInvest Newcastle Click on Select i E Active E Stationery E p Business Cards 21R110376 10376 RetireInvest Parramatta amamanta gt aia Active 21R110379 10379 RetireInvest Nowra Nowra Australia a Ath Envelopes Letterhead With Comp Slips 21R110385 10385 RetireInvest Castle Hill Castle Hill Australia E Active 21RI10382 10382 RetireInvest Woden Phillip Australia E Active Practice Stationery 21RI10386 10386 RetireInvest Bondi Bondi Junction Australia E Active E Stationery 21R110389 10389 RetireInvest Hurstville Hurstville Australia E Active a 21R110390 10390 RetireInvest Hornsby Hornsby Australia E Active Envelopes 21R110396 10396 RetireInvest Mona Vale Mona Va
26. st Floor 17 21 Hunter Street Parramatta Australia Select Page 1of1 total iresults Records per Page 15 v TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Company RL Parramatta 1st Floor Address Line 1 4st Floor Address Line 2 17 21 Hunter Street mi e o Click Save and Exit Post Code 2150 Country Australia iv 19 Add New Address Allows the user to create a new address 1 Click Add New Address button fig 5 2 Fill out the address fields fig 6 3 Click Save and Exit button fig 6 fig 5 TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Reset A Refresh a Company First Sort By Company Ascending iv Address Then Sort By Ascending x City State Country Name Customer 10379 RetireInvest Nowra db Add Customer Address 4b Add New Address EN Company Address City Country Name Default Account Number Action Page 1of1 total 0 results Records per Page s isa Select Add New Address Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT fig 6 TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT E Save S Save and Exit oit Company Address Line 1 Address Line 2 Click Save and Exit City State Post Code Country 20 9 Ordering On Demand Stationery Step 1 Click on the Staff catalogue on the left hand si
27. symbols which will return all closest matches ie 280 Note the wildcard symbols are the percentage signs If I don t have a code can I search another way There are other criteria that you can also use when searching for a stock item Description search using key words Some words may be abbreviated or shortened to fit the entire name of the stock item into the system Your Reference search by using a portion of the reference code This narrows down your search to a particular group of items Eg Full code RI208B Partial code RI208 Using RI208 will locate all the correct product in the system Using RetireInvest will locate all the RetireInvest products Wildcard and Syntax Searches Click on the icon to guide you on other advanced search features Why won t my order submit If you do not have adequate delivery address details in the system your order will not be processed an error message will confirm this Your delivery address can be located with the Delivery tab which is contained in the Order Details screen There you can allocate an existing address or add the company name if it is missing Delivery addresses which are not contained in the pre defined drop down list can be added by choosing the One Off Delivery Address in the drop down list What is a Back Order When a stock item shows unavailable there is no stock of that item in the warehouse Orders may still be placed ag
28. t First Sort By Order Num Descendin N icrtstry OOOO 2 Click Date Submitted To on Order Status Hi Istory Export dp add al E Order Number Cost Centre Name Reference Total Date Submitted Status Action fF 206202 Customer Order 10376 RetireInvest Parramatta 0 00 16 02 2013 Pending Details Reorder Page lof 1 total 1 results Records per Page 15 Step 2 e Click the clear icon to remove the date from the Date Raised From field Click on Refresh to display all previous orders under your user profile e Click on the Reorder link if you would like to recycle re use your existing order This page provides you with a complete history of all orders except draft orders Note Draft Orders can be found by clicking on Ordering gt Draft Orders The Order Number Cost Centre Name Reference if populated Date Created and Status are all visible on this page so that you can quickly get a view of your order history For users with a large order history you have the option of filtering your history by date reference Cost Centre name and number The search will bring back all closest matches to your search criteria ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Design Reset 2 Refresh c Order Number First Sort By Order Num ml Descendin w Cost Centre Name Then Sort By Ascending
29. t be enabled About this manual This manual is as much a tutorial as a reference guide While GEONline functions are built to be intuitive this guide has been designed as a step by step guide on how to login and place orders 2 How to Sign In Step 1 Start your internet browser and go to https riadvice geononline com Step 2 Enter your User Code and Password in the fields provided and click Login Please remember that your Password is case sensitive If you have forgotten your password or would like to change it please contact the Help Desk Ph 1300 556 770 Email geonlinehelpdesk geongroup com R advice Online store Please login to Rl Advice Group s online store Forgot your password Register as anew user for Rl Advice Group s online store Customer Service a Email geonlinechelpdesk geongroup com e Phone 1300 556 770 3 Home Page Once logged in you will be presented with a Welcome HOME page similar to the following RGladvice Online store EXPLORER CATALOGUE WORK TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Welcome RI Advice Test User 2 Customer Service Email geonlinehelpdesk geongroup com Phone 1300 556 770 Technical Support Email geonlinesupport geongroup com Corporate Address 20 Baker Street Banksmeadow NSW 2019 Australia Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Explorer Bar Overview e Explorer tab Enables you to set up Hot Links
30. tionery Stationery Business Cards Envelopes Letterhead Copyright All Rights Reserved With Comp Slips a E a TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT f RI Advice Group Step 7 When your order is successfully processed by the system you will receive an email notification which will outline all the details of your order The order number located in the email is the reference used should you need to validate any information regarding your order with the help desk Order Details Order Number 206205 Account Number 21RI10376 Cost Centre Name 10376 Retirelnvest Parramatta Reference Order Date Sat Feb 16 07 01 44 EST 2013 Order Originator RI Advice Test User 2 PRISM Delivery Code AUS 21RI10376 1 Address Attention RI Advice Test User 2 10376 RetireInvest Parramatta RI Parramatta 1st Floor 17 21 Hunter Street RI276M___ RI276M36892 RI Mens TShirts SXI Unit of 1 EACH sooo sooo sooo Line Total Net 50 00 GST 50 00 Total 50 00 Charge Total Net 50 00 50 00 For help with your order please contact the helpdesk on 1300 556 770 or email geonlinehelpdesk geongroup com 10 5 Creating a Template Order The following functionality allows you to create a Template Order which you can re use as required removing the need to create new orders on every occasion This feature is particularly beneficial for users who order the same products consistently with a higher than normal frequenc
31. y pattern Step 1 e Click on the Ordering tab e Select Template Orders from the drop down list which will navigate you to the appropriate screen for creating a template order Template orders can be used as a short cut should you order the same products repeatedly Click on Add to begin configuring your Template Order 1 Click on HOME ORDERING MAINTENANCE SECUR O rd e ri ng Current Order FORE cerent order O Reset E refresh ai iaeth First Sort By Cost Centri Descendin Draft Orders Then Sort By x Ascending w TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Cost Cen Template Date Rais SKA pole ere tes Date Raisk gees Cost Centre Name Template Name Date Raised Action 2 Click on Template Orders Step 2 e Select the appropriate Cost Centre by clicking on Select ORDERING MAINTENANCE SECURITY TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Se gt reser ee cance Sl Account Number First Sort By Cost Centr Ascending iy Cost Centre Name Then Sort By iy Ascending City l Country a _ Account Status iv Cele st i Heanet Account Number Cost Centre Name City Country Account Status Action 21RIADVICE RI Advice Sydney Australia E Active Select 21R110375 10375 RetireInvest Newcastle Newcastle Australia E Active Select 21R1103
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