Crossflow Payments User Guide
Contents
1. ON SS gt CROSSFLOW T 5 Aou IGHAUSTE PART OF THE RAUSTE GROLIP OF COMPANIES Fic Crossflow Payments User Guide Ideal Shopping Direct January 2014 Welcome to Crossflow Payments Thank you for taking the time to sign up to Crossflow Payments This guide will hopefully give you all the information you need to get going If you do have any questions though please visit http isdportal crossflowpayments co uk or contact us Table of Contents 1 Your Crossflow Payments Account cccssecccssecccesscecceseceeenececeeeceeseseceseeceseueceseueeees 3 1 1 Accessing your account via the WED cccsecccsssccccesececesececaesceceeseeeseaeceseuecesseeeees 3 1 2 THE main Folder View E 5 L 3 redquig d dew TOI BE irena A EE A AAEE E 7 LAPOT O a E E EE E 10 TA ol AAS CES RETO E E E 11 UE og BY i NIE 0 gt ae EE EEA EA EEA 13 ES CICS WAS GON NR mmm 14 1 9 Edit Company INTONMATION sno oa aea vb sd opas gr rvd o2 Yay Ern per PRA hEIE M duesienedeavapivavaverasanetedas 15 Eee 16 2 Receiving Picklists amp Despatch Notes ccccccsssccccssececeeececseecesseeceseeecesseecesseneeees 17 2 1 Accessing a Picklist amp Purchase Orders via Email alert 17 2 3 Working with the Picklist amp Despatch Notes ccccccssscecesececeeseceeeseceteeeceseeeeees 20 3 Confirming Despatches and Order Status ccccccss2. 43 03 27 pen iR Received From IDEAL SHOPPING DIRECT 41 07 2012 30 11 0001 o E Archived Kea Peones re ma ian 12 03 58 00 00 00 Q Received From IDEAL SHOPPING DIRECT 11 07 2012 11 07 2012 o i3 Deleted Meals 7 12 03 47 13 42 06 a Received From IDEAL SHOPPING DIRECT imm Actions for n329229 CUSTOMISED FOLDERS Open Document Received From IDEAL SHOPPING DIRECT OS ee Despatch Confirmation Ideal Pex ss Move to folder ls Hauste Received From IDEAL SHOPPING DIRECT m Archive Document ia Blu Ideal Pema Delete Document Received From IDEAL SHOPPING DIRECT T ER boy New ideal meses 10 53 31 Received From IDEAL SHOPPING DIRECT 41 07 2012 o gy Pick st ddeal Posse m 10 33 38 UNREAD Q G May 4 Received From IDEAL SHOPPING DIRECT p 14 07 2012 A a o kay Testing Received From IDEAL SHOPPING DIRECT pe 11 07 2012 E a o Ideal Presem 09 34 13 G June Testing Received From IDEAL SHOPPING DIRECT 41 07 2012 ideal Pc 09 34 12 Edit Customised Folders Received From IDEAL SHOPPING DIRECT ae 41 07 2012 ESAE Q o ideal mma 09 33 58 COHIGR MTS Received From IDEAL SHOPPING DIRECT 41 07 2012 a rom z Dee m UNREAD o d Change My Password ideal fum 09 33 47 d aoa Received From IDEAL SHOPPING DIRECT Ex 41 07 2012 E ac Received From IDEAL SHOPPING DIRECT 41 07 2012 ideal Pum 09 33 27 peu a o 2 3 Working with the Picklist amp Despatch Notes The Picklist layout on Crossflow Payments portal is
3. You can see all the Despatch Confirmations you ve sent in the Sent Items Folder Welcome nonc Ounteogidealshnopoingdi 5opporn herve jo on L uu QO EAL SHOPINNG DIBECT see 11467 2012 UNREAD o o Aves Y SHOP PIU OMS Y 10 07 2002 is Mea Dima Cee 151454 UNREAD o o Mies DRE Dti 63447 UMRAD oo CUSTOMISED FOLDERS omer SHOPPING CORE CT spend serae ESAD o o Hauste M RENT eme co we 00 ca Rue AL SCR CIE C T 10 07 2012 UNMAD o o New enone cent C T domi rio Cea C j 69 uni a Ld T1542 UNREAD oo Testing ML SHOPPING DRE C T cum 09 07 2012 UNMAD o o figi June Testing m aon UNREAD o o Stm Cane C T A t roy meg UNREAD oo Sfc DIRECT anm n UNRRAD o o rome ipn maa OO M SHOPPING CURE CT u 09 07 2012 UNREAD o o ID AL SHOPPING DIRECT MELIES 00 01 2032 EENAA ih vs That s it It s as simple as that to confirm order despatch status to ISD 4 Receiving Purchase Orders amp Confirmations When ISD sends you a new Purchase Order the document will be delivered to the New folder in your Crossflow Payments account From there you can 1 Print out the Purchase Order 2 Accept or Reject the Purchase Order 4 1 Working with the Purchase Orders amp Confirmations When a user opens a Purchase Order they are presented with a screen containing the Purchase Order information and the option to accept or reject the purchase order Ideal Shopping Direct SPO
4. Edit Customised Folders QUICK LINKS P Change My Password amp Support 1 6 Deleting a user 1 If you want to delete the new user please select Delete Welcome noaccount idealshoppingdirect co uk Support level f m Support P Logout My Account Company Information Manage Folders Add a New User Click on the Add button to add a new User to the System amp Add Current Users New user has been added successfully and an email has been sent Receive Level Doc Permissions Delete First Phone Surname Email Address Name Number Hauste Team noaccount idealshoppingdirect co uk 08701417031 admin no Permissions Di l te Ryan Gosling ryang hauste com 021112233 normal yes Permissions gy May 4 i Testing i June Edit Customised Folders QUICK LINKS P Change My Password amp Support 2 A confirmation will then pop up on the screen Select Delete if you are sure you want to delete the user e Are you sure that you want to delete User Delete Cancel 1 8 Change Password 1 You can change your password by selecting Settings and the My Account You can also change your password by choosing Change My Password on the Quick Links bar Welcome noaccount idealshoppingdirect co uk ide al Support level ee WORLD LE f uum Support 7 Logout My Account Company Information Manage Users Manage Folders My Account Pp Change My Pa
5. F f Um Support Logout My Account Company Information Manage Folders Add a New User cem Click on the Add button to add a new User to the System Current Users Receive Level Doc Permissions Delete Email Hauste Team noaccount idealshoppingdirect co uk 08701417031 admin no Permissions D let y Phone Number First Name Surname Email Address gy Picklist gy May 4 i Testing Edit Customised Folders QUICK LINKS d Change My Password amp Support 3 Here you enter the new user s details Add New User Form These fields are required User Details First Name Surname Phone Number Email Address User Level Receive Doc Email ese 4 Once you have entered the new users details then click on Submit 5 You can now see that the new user has been added to the account Welcome noaccount idealshoppingdirect co uk Support level LA A f in Support Logout My Account Company Information Manage Folders Add a New User Click on the Add button to add a new User to the System amp Add Current Users New user has been added successfully and an email has been sent Receive Level Doc Permissions Delete Email Hauste Team noaccount idealshoppingdirect co uk 08701417031 admin no Permissions Ryan Gosling ryang hauste com 021112233 normal yes Permissions Phone Number First Name Surname Email Address
6. Picklist you just need to click the Despatch Note button 4 This will generate a PDF document that you can the print out onto normal A4 paper This can sometimes take a few minutes to do there s a lot of data to work through behind the scenes so please be patient 5 The new format despatch note has been designed to print on normal A4 paper ISD is no longer using the version of paper that included peelable sections to be stuck on the parcel Here is an example Deirver Te CLIEETUMEHR ONE ADDRESS 1 TOT COUNTY POSTCODE oo Pos E PLACE WITHIN PARCEL biral Eirg pmp Urr Be abr d dam r amar nma Te Pers mp VET SS ENT on QUEE TIN eee ad om ba pari 1 E ST TLE 9 tel pi ee EC ELY FI Los Pp eats mar Elbi please Te gurocwkgtz Papa pr ORT T ES eee tee OW Eur rakaTZ poly pia yd pur bae X wung Eiei Tag bI 2 iaio Uu im CF your aer malian a reira by nof dr n Tung up tz Taeng Ier dary ipittum fa Tie REDBEXDI CDZDUSULgenbuki I peroriled Brun pegpISHITUSEDEI Bere Pepe adio HE PRI year wither iaip Dg Te ee du Sees secs lit Ea wig ie sper nl Brun imd phra due gm ub pee ys pra nw fm rezar Gat cud ze rx da retuned zl Lobel rb m Ere ee GE Fus pica Ws regum HET YER mim the geet mfecngrilpiccngmg ad gack he nime ZEU E md mirc imige Carte geraezmris Gar yg num prre unbcragkacmis sored We rece ug Me coded Dabyary Sal cect Op per ruris from ET edie her nes ed mobile ey cart rere RETUANS ADDRESS L
7. 57 559 UNMEAD o o KXAL Seer OMECT 10 07 201 g idea Oumenm Cae 15 06 54 UNREAD o o Deleted M nora irene on 10 07 2012 UNDLAD oo Hace emA o00 1903447 t CUSTOMISED FOLDERS UA SHOPPING CORE CT uenensim serae MESAD oO o MUS wat enim CHIC T 10 07 2012 VEAD o o Rue IDEAL SHOES CERE T 10 01 2012 New EAL Solia Dat C T 10 07 2012 imme HEAL CHOPPERS CHE C T 09 87 2012 By uno mnt 159602 WAP o o les ng EAL SHOPPERS DIRECT _ 09 07 2012 UNMAD o o Testi Meal iiit 16364 liy June Testing egredi nmt nena UNREAD oo Eat Customised oder LAL SOAMES DIRECT mm 1302 anuas o o QUICK LINKS FOAL SHOP COME C Y rom 09 07 2092 Medis Oo o Meal Umm 145944 P Charge M Password WX AL SHOPPENG DIRECT 09 07 2012 MEPAD Suppor Whe a lem 14 0004 o o uA SMOPPIRG DIRT CT meras UNREAD o o ID AL SHOPPING DIRECT MENEN 00 07 2012 PRS ah it That s it It s as simple as that to confirm a Purchase Orders to ISD
8. ABEL Uim IDEAL SHOPPING DIRECT Ordered aaa din Aa Ideal Home House Bue F manhina Newark Agad Detuls Feiert ough mrs PEIEWG mammm UNITED KINZGDCNM 6 It has been designed to be printed on normal A4 paper which you can then fold and place in a document wallet on the outside of the parcel 3 Confirming Despatches and Order Status Crossflow Payments will also be replacing the DD tracker system used by ISD This means you simply need to confirm the despatch status of orders via the Crossflow Payments portal There are two ways to confirm Despatch 1 In bulk to be used if you despatched all orders on the same day 2 By order to be used if you only delivered some orders or had issues with stock 3 1 Confirming Despatches in Bulk If you have despatched all orders on the same day there is now a very quick way to confirm this to Ideal simply enter the despatch date in the Bulk Despatch area and click the button That s it Bulk Despatch Have you despatched all ofthese orders on one date For faster form completion enter the despatch date below and click Bulk Despatch All Orders Bulk Despatch All Orders Note Once bulk despatched you can no longer alter the despatch information 3 2 Confirming part despatches out of stocks or other issues This is quick and simple to do just follow these steps 1 Open the Picklist you are working with and click on the Generate Despatch Confirmation bu
9. Created Dare THEI Supplier Name European Transport Solution Lig Varsion Huntar 2 02 Supplier Rat aaa Onder Status Cumenmcy Cieated Ey Lira Tesi Reference 102017800 Commmears Status Product Code Supplier Product Coda Sie Description sses s00 U0 In izinr Us Speed Managarment Siciulion m 5 3370 000 000 Andiz amp lor Wireless Carrera Ki wilh Night 33564 07D O70 Indicator WMirelazs Camera Ki with Nigt PO Humber ONS Supplier Code 30504 Date Required 12022008 Delivery Address Ewopearn Transport Soullon Ld twas NewLine Innovation Lirmiled Metroncitan Busirass Park Maropalian Orie FY3 SLT bck heretic vw deiiveery vision Und Cost Reserved City Value Date Required sane Dm mma gH B01 BH2I11 Vau Po iam end coadang Purchase Order Confirmation To accept or reject purchase order number C complete the following input fields and click the Accept or Reject button Confirmed By Confirmed Date Ls Comments Pe Reject Go to Sent 2 You can download a PDF of the Purchase Order by clicking the Purchase Order PDF button at the bottom of the form 5 Confirming Orders and Order Status 5 1 Older Versions of Purchase Orders You will notice that Purchase Orders have a version number next to them An example of this would be 00003 v1 You will be notified by a banner if the Purchase Order you have opened is an older version Pind facie Tho H ae oder een er Ts pur
10. chase erder sumber PTS The ieee D TES SEDES mag be leet Fleada scars Pus niei eni oer n qois acc6aent 5 2 Accepting amp Rejecting Purchase Orders This is quick and simple to do just follow these steps 1 Open the Purchase Order you are working with and scroll to the Purchase Order Confirmation box 2 You must fill in the information for Confirmed By Confirmed Date and any Comments regarding the Purchase Order Purchase Order Confirmation To accept or reject purchase order number UES 72 complete the following input fields and click the Accept or Reject button Confirmed By Confirmed Date m Comments 3 You have the option to Accept the document or to Reject it Simply click the option that suits you and the details will be sent to ISD IMPORTANT Do not close your internet browser or press back while the order is processing as this may cause an issue 4 When you click Send you will be taken back to the Inbox The Picklist you were working with will now have a converted icon against it This means that the document has been converted 5 You can see all the Purchase Order confirmations you ve sent in the Filing Cabinet Sent Folder Welcome nonc Cuneiapide nish arith IT 1 idea Creat oppon herve aoe ANDO d Wu d WORLD RA HOME 5 t i wa EAL SHOPPIIG DIRECT gt onn M el iege aaa MEAL SHOP OG DIC T 1107 2012 Archi j Meat Primas i rom m 0
11. des Lees IDEAL HOPPING DUI CT jeg 9 0 Recervet fren LEAL SHON OS CT ves t Beceren fren DELAL SHOPY OMECT voes t Meteen Fem IDEAL SHOPPING DONEC T h ee mamor Wesce tem Fem IDEAL SHOPPING OMECT bdoeai masma Mecake Prom IDEAL SHOPPING DIIECT fhe at unn it Mecon hopmi DEAL SHOPPING OMECT bed teas ty Received rnm IDEAL SHOPPING DIRECT Recetwed from IDEAL SHOPPING DIRECT Recemed Prom IDEAL SHOPPING DIRECT ete oP tema Recent Genn IDEAL SHOPPING RECT hb of wenna Recewed heen IOCAL SHOPPING DIRECT haer di Poms Recesenet Fenm IDEAL SOP PING DIRECT taken m me 8870 VWrheloome nnas Sugar levpi 11 072092 139227 10 07 2092 120358 1r0 2092 1293 47 11 07 2092 12 03 34 6 t1 0600 02 09 90 11 67 2012 134206 a WP 18 07 2007 12931 14 07 2092 122227 11 07 2097 10 53 314 11 07 2012 10 33 58 11 07 2012 oon 15 07 2012 op lets 11 07 2012 ened 11 07 2012 tea 15 8 18 07 2092 a 11 07 2012 021544 LEEEEELEE LL 11 07 2012 mis RUIT SDLITOGILIDUCULIFLIIELDI 3 To open the Picklist click on the icon to the right of the document list then select Open Document Welcome noaccount amp g idealshoppingdirect co uk ideal Creat Support level ete te f Aule WORLD CRAF HOME SETTINGS Support ed Logout e SEARCH Search tor Document Reference O GO Received From IDEAL SHOPPING DIRECT 11 07 2012 o e Draft Ideal Prowse _
12. designed to match what was sent previously by email 1 The document is in two halves a summary of products orders and a summary of customer orders IDEAL SHOPPING DIRECT PLC This is a dummy pic klist Total Orders 2 Ideal Home House Supplier 54321 Newark Road Do not deliver Peterborough PEt 5WG Tel 44 0 8700 777 002 UNITED KINGDOM Fax 44 0 8700 777 003 Sales Summary Pick List dummy picklist Product Description Size Colour Price Total Net Total Vat Total Goods Value Purchase Order 32 54321 111111 000 000 A useful product NO SIZE NO COLOUR Total For Purchase Order 32 54321 Total Orders 2 IDEAL SHOPPING DIRECT PLC This is a dummy picklist Ideal Home House Supplier 54321 Newark Road Do not deliver Peterborough PEt 5WG Tal 44 0 8700 777 002 UNITED KINGDOM Fax 44 0 8700 777 003 Sales Summary Pick List dummy _pic klist Customer Order Ref Product Description Size Colour Price Total Net Total Vat Total Goods Value 1111111 DW11111111 111111 000 000 A useful product NO SIZE NO COLOUR 14 99 98 3 17 99 2222222 DW22222222 111111 000 000 A useful product NO SIZE NO COLOUR 14 99 98 3 17 99 Total Orders 2 20 00 4 00 24 00 HEUR81 39233771 ConvertDocument PkxustPDF DespatnNote Return to Properties 2 You can download a PDF of the pick list by clicking the Picklist PDF button at the bottom of the form 3 To generate the despatch notes to go with the
13. elete Email Phone Number First Surname Email Address Name Hauste Team noaccount idealshoppingdirect co uk 08701417031 admin no Permissions D let y gg May 4 i Testing i June Testing Edit Customised Folders QUICK LINKS P Change My Password amp Support 2 Add a main folder by creating a folder name in the text box provided and selecting enter of by clicking on the green plus icon Welcome noaccount idealshoppingdirect co uk ide l Support level ttt ES F f aum Support Logout My Account Company Information Manage Users L IETRETe 8 ele GIES Manage Folders First time here B Add Main Folder Testing Q 4mm Modify Folders Add Sub Folder Folder Name Actions Hw eTo em ele New Sub Folder Name js New rir Bg wore wm a Eat Customised Folders LL rle QUICK LINKS New Sub Folder Name P Change My Password amp Support 3 Add a sub folder by typing the folder name into the text box provided and selecting enter or by clicking on the green plus icon Welcome noaccount idealshoppingdirect co uk Support level f LU Support Logout My Account Company Information Manage Users WEET S fed CIES Manage Folders First time here 2 Add Main Folder m Modify Folders Add Sub Folder Folder Name Actions gy May 4 Edit Customised Folders QUICK LINKS New Sub Folder Name
14. er o Move to folder IDEAL SHOPPING DIRECT PLC 063593 vina o Archive Document Ideal Purchase Order o Delete Document Moria LLL ee zs 063085 v1na Deleted Documents you have deleted are stored here You delete a document by selecting the green button on the right of the document and choosing Delete Document You can also bulk delete the document by choosing the bulk delete symbol at the top of the page and checking the check boxes of the documents you want to delete Once a document has been deleted it cannot be moved back to the Inbox or another folder Welcome noaccount idealshoppingdirect co uk ide al Support level eee f in SETTINGS Support Logout Ele All Document Type LO GO ADVANCED SEARCH Inbox Received Documents ew 4 Sender amp Document Type OCL HT Date Received HOME IDEAL SHOPPING DIRECT PLC 150098na Actions for n49384945 Ideal Picklist V2 i Open Document IDEAL SHOPPING DIRECT PLC Despatch Confi ti 063847 vina patch Confirmation Ideal Purchase Order Move to folder IDEAL SHOPPING DIRECT PLC Archive Document Ideal Purchase Order Delete Document E Ti iaiia 063085 v1na 4 Customised Folders Stores the folders and sub folders that you have created 5 Quick Links Change my Password Shortcut to change your account password Support Shortcut to Support This brings you to our ticketing system 6 Search SEARCH All Document Type Search for Document Ref
15. erence To quickly find your document Select the document type and search for the document reference number You can enter all or part of the reference number Name of Sender Recipient Email of Sender Recipient Date sentreceived lea Date opened Eu Search in Received documents Sent documents 5 EAR C H All Document Type Search for Document Reference Advanced Search This give you the ability to locate your document by entering the date it was sent received opened where to search and the name email of the sender recipient 7 Support This brings you to our ticketing system Here you can open a new ticket or check the status of your previous tickets 8 Log Out To securely logout of Crossflow Payments 9 Document Notifications You can easily view the number or unread documents you have in your inbox and also what type of document they are 10 Document Tools Here is asummary of the total documents attached to your account and the number of documents in each folder 1 3 Creating a New folder 1 To create a new folder to organise your documents click on SETTINGS and choose MANAGE FOLDERS Welcome noaccount idealshoppingdirect co uk 1 l Support level te deon fen RLD Support Logout My Account Company Information Manage Folders Add a New User Click on the Add button to add a new User to the System amp Add Current Users Receive Level Doc Permissions D
16. gs you to the main screen as shown above 2 Settings My Account Enables you to view and update account details and change your password Company Information Allows you to view or edit your company information Please note if you would like to change your company e mail please contact Crossflow Payments Support supporti crossflowpayments com Manage Users Here you can add or delete users and change user permissions on folders and document types Manage Folders Used for creating folders and subfolders 3 Main Menu Inbox Documents you receive are stored here Sent Documents you sent are stored here Draft A document you have edited and not yet sent would be saved in Drafts Archived Documents you have archived off are stored here You archive a document by selecting the green button on the right of the document and choosing Archive Document You can also bulk archive the document by choosing the bulk archive symbol at the top of the page and checking the check boxes of the documents you want to archive Welcome noaccount idealshoppingdirect co uk 3 Support level LS s i ideal ate pp fen HOME SETTINGS Support 2 Logout SEARCH EMC o See 15 NEM m Inbox Received Documents e 3 Sender amp Document Type EE Actions for n49384945 Ideal Picklist V2 Ee o Open Document IDEAL SHOPPING DIRECT PLC i i 063847 v1na o Despatch Confirmation Ideal Purchase Ord
17. jar Testing P Change My Password amp Support 1 4 Permissions 1 Once you have created a folder you must now give each user permission to view this folder To give users permissions you must choose Manage Users and select Permissions Welcome noaccount idealshoppingdirect co uk 1 l Support level t deal F f um Support Logout My Account Company Information Manage Folders Add a New User Click on the Add button to add a new User to the System amp Add Current Users Receive Level Doc Permissions Delete Email Hauste Team noaccount idealshoppingdirect co uk 08701417031 admin no Permissions D i te Phone Number First Name Surname Email Address gy Picklist gy May 4 Testing Edit Customised Folders QUICK LINKS P Change My Password amp Support 2 Folders and DocTypes are displayed here Selecting the check boxes gives the user permissions zm m e Edit User Permissions Folders ley Hauste ly Blue lg New ls Picklist ls May lg Testing ly June Testing Note Click on folder names for smart selections Doctypes L Ideal Picklist V2 L Ideal Purchase Order 1 5 Add users 1 To add another user to the account you can choose Settings and then Manage Users 2 Then select the green Add button to begin entering the new users details Welcome noaccount idealshoppingdirect co uk ide al Support level ttt WORLD
18. le to respond All questions should be directed through the support ticketing system here 2012 The Hauste Group 2 The link will bring you to the homepage where you will be able to login to your account 2 2 Accessing a Picklist amp Despatch Notes via your Crossflow Payments account 1 Once you login you will now be brought to your Home View gy Picklist gg May 4 Testing E June Testing Edit Customised Folders QUICK LINKS po Change My Password amp Support SEARCH All Document Type 5 Welcome noaccount idealshoppingdirect co uk Support level ttt f im Support 2 or Search for Document Reference O GO Logout ADVANCED SEARCH Document Notifications You have 1422 new unread Ideal Purchase Order from IDEAL SHOPPING DIRECT Go fo inbox You have 25 new unread Ideal Purchase Order from Hauste Group Go fo inbox You have 2727 new unread Ideal Picklist V2 from IDEAL SHOPPING DIRECT Go fo inbox You have 48 new unread Ideal Picklist V2 from Hauste Group Go fo inbox Document Totals Folder Inbox Received Documents Sent Documents Draft Documents Archived Documents Deleted Documents 2 Choose the Inbox from the Main Menu Total Number of Documents 4393 4218 unread 42 51 4 3 New documents are in a bold font and the Date Opened column states UNREAD SETTINGS MAIN MENU QUICK LINKS J Change My Password amp suse Re
19. minutes Please ensure your Spam filters do not block the email If you have any problems please contact the Crossflow Payments Support Team on 0845 862 3031 or support crossflowpayments co uk This field is required Your Email Address Email Send a 1 2 The main Folder View The Crossflow Payments system all works around the central Home View This is where you can see all your documents both sent and received control your user settings and contact the support team The Crossflow Payments Home View Welcome noaccount idealshoppingdirect co uk 1 d ea Support level ttt AND fE mna HOME Support 7 Logout SEARCH All Document Type 7 or Search for Document Reference 2 GO ADVANCED SEARCH Document Notifications You have 1422 new unread Ideal Purchase Order from IDEAL SHOPPING DIRECT Go fo inbox You have 25 new unread Ideal Purchase Order from Hauste Group Go fo inbox You have 2727 new unread Ideal Picklist V2 from IDEAL SHOPPING DIRECT Go fo inbox You have 48 new unread Ideal Picklist V2 from Hauste Group Go fo inbox Document Totals Folder Total Number of Documents Inbox Received Documents 4393 4218 unread Sent Documents 42 Draft Documents 51 Archived Documents 4 Deleted Documents 3 gy Picklist ev May 4 Testing ls June Testing Edit Customised Folders QUICK LINKS P Change My Password amp Support 1 Home The Home button brin
20. rs Currency Vanuatu Vatu VUV z Company Reisration Code P Change My Password amp Support Company Vat Tax Code Submit 2 If you have any issues or problems please do not hesitate to contact Crossflow Payments Support 1 10 Support 1 By choosing Support this takes you to Crossflow Payments Support Centre Welcome noaccount idealshoppingdirect co uk a 1 d e a at Support level d f in HOME Support Logout SEARCH All Document Type or Search for Document Reference 2 GO ADVANCED SEARCH Document Notifications You have 1422 new unread Ideal Purchase Order from IDEAL SHOPPING DIRECT Go fo inbox You have 25 new unread Ideal Purchase Order from Hauste Group Go fo inbox You have 2727 new unread Ideal Picklist V2 from IDEAL SHOPPING DIRECT Go fo inbox You have 48 new unread Ideal Picklist V2 from Hauste Group Go fo inbox Document Totals Folder Total Number of Documents Inbox Received Documents 4393 4218 unread Sent Documents 42 Draft Documents 51 Archived Documents E Deleted Documents 3 June Testing Edit Customised Folders QUICK LINKS P Change My Password amp Support 2 Here you can open a new ticket or check the status of an older ticket 2 Receiving Picklists amp Despatch Notes When ISD sends you a new Picklist the document will be delivered to the New folder in your Crossflow Payments account From there you can 1 Prin
21. secccssececesececeseeeseneceeeesceseeseeees 22 3 1 Contirming Despatches Iti BUIK sscacdeesarccsccseudesssadasengeesntedeavasncaganeedetacaoarencnevatelesseen 22 3 2 Confirming part despatches out of stocks or other issues 22 4 Receiving Purchase Orders amp Confirmations eese 25 1 Your Crossflow Payments Account 1 1 Accessing your account via the web 1 To access your Crossflow Payments account first visit http isdportal crossflowpayments co uk and click the Log In button melee b CROSSFLOW PAYMENTS Login Register Contact Us Login Form These fields are required User Details Email Password Login i Forgot password 2 Enter the e mail you registered your account with and your password and click Login If you have forgotten your password please choose Forgot password If you have forgotten your password you will be brought to Password Recovery Reset Form Please enter your email address here and click send The Crossflow Payments system will then send the registered account an email Please follow the link sent in the email to reset your password We CROSSFLOW PAYMENTS Login Register Contact Us Password Recovery Reset Form Please provide your login email click the Send button once and we will send you a Password Recovery Reset link The email is not instant and may take up to 10
22. ssword These fields are required Change Account Details First Name Hauste Surname Team Phone Number 08701417031 Email Address noaccount idealshoppingdirect co uk Landing Page home Documents Per Page 20 gy Pickiist s iz gy May 4 i Testing Submit i June Edit Customised Folders QUICK LINKS P Change My Password amp Support 2 You are then required to enter your old password and a new password twice for confirmation Change My Password Password Details Old Password New Password Confirm New Password 1 9 Edit Company Information 1 To view or edit company information go to Settings and then choose Company Information If you would like to change your company email please contact Crossflow Payments Support Support crossflowpayments co uk ideal Support level ttt WORLD E f Emi Support Logout My Account Company Information Manage Users Manage Folders Edit Company information Company Email noaccount idealshoppingdirect co uk If you would like to change company E mail please contact Hauste Support support hauste com These fields are required Company Details Company Name IDEAL SHOPPING DIRECT na Company Address 1 Ideal Home House Company Address 2 Newark Road Town Peterborough County State Postcode Zip PE1 5WG Country United Kingdom Edit Customised Folde
23. t out the Picklist 2 Generate and print out the Despatch Notes This means you ll now have all the documentation you need to start despatching within hours or even minutes of the show finishing Importantly when you receive a new picklist from ISD you will also be sent an email alert to the registered email address there s no need to keep checking your account The support team do monitor your account too so if you do miss any alerts or don t open your Picklist for any other reason e g you are on holiday we ll contact your company by way of gentle reminder to make sure somebody looks at them Right let s see exactly how it works 2 1 Accessing a Picklist amp Purchase Orders via Email alert 1 When a new Picklist arrives in your Crossflow Payments account you will be sent an email alert that looks like this New Hauste Document Received ISD PickListV2 noreply hauste com noreply hauste com to me v Hauste Data Processing Systems Ltd m Id d S ho ppl ng Building 5100 Cork Airport Business Park Kinsale Road Cork idea B Ireland WORLD Di re ct Li m ite d 0845 862 2021 www hauste com Tuesday 24 July 2012 ki in New Hauste Document Recieved Doc Ref C10007 You have received a new document in your Hauste account To log into your Hauste account please click here To view this document you can log in using the link on the right Please do not reply to this mail as we will not be ab
24. tton at the bottom Generate Despatch Confirmation Despatch Notes PDF Go to Inbox Go to Sent 2 You will then see the Despatch Confirmation form You can either update the orders one at a time or there is a Bulk Update section at the top so you can confirm the details of lots of orders with one click IDEAL SHOPPING DIRECT m Ideal Home House Newark Road Peterborough PE1 5WG Tel T 44 0 8700 777 002 0 Tel UNITED KINGDOM Fax 44 0 8700 777 003 n Bulk Updates first please select the records to update from table below Despatch Date Courier Name Reason For Delay Expected Date mnl om m Manually Entering Tracking Reference Check the following box if you are manually entering tracking reference s E Please NOTE All dates must be the 25 07 2012 or after and in the format DD MM Y YYY Save zs Draft 3 Once you filled out all the details simply click Send to send the details to ISD IMPORTANT If you have to send several updates e g as stock becomes available you can go through this process as many times as you need to for one Picklist This form will remember what you submitted the last time 4 When you click Send you will be taken back to the Inbox The Picklist you were working with will now have a converted icon against it This means that the document has been converted IDEAL SHOPPING DIRECT Ideal Picklist v2 5
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