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Customer Portal Website 2013
FAQ’s
Table of Contents
First Time Log In to New Customer Portal - Initial Reset Password ................................................. 3
Forgot Password ........................................................................................................................................ 7
Request an Account ................................................................................................................................... 8
Browse for Product by Category or Brand ........................................................................................... 10
Browse by Brand .................................................................................................................................. 11
Browse by Category ............................................................................................................................. 12
Quick Upload ........................................................................................................................................... 15
Quick Entry ............................................................................................................................................... 16
Adding To Cart ........................................................................................................................................ 17
Viewing and Editing Products in Cart .................................................................................................. 19
Submitting Your Order ........................................................................................................................... 21
Order History ........................................................................................................................................... 23
Ordering from Order History or Past Invoices ................................................................................ 24
Search ......................................................................................................................................................... 27
Product Search ...................................................................................................................................... 29
Publications ............................................................................................................................................... 32
Reports ....................................................................................................................................................... 33
Edit Profile ................................................................................................................................................ 34
Manage Users on Your Account ............................................................................................................ 35
Changing Warehouse or Location ......................................................................................................... 39
First Time Log In to New Customer Portal - Initial Reset Password
You no longer need to select east or west; it is one portal for all users.
The first time you go to the new customer portal you will be asked to create a new password
and set a security question. You can use the same password you always had as long as it fits
the password standards.
After you have set this password you can successfully log into the new Customer Portal.
The first time you log in, you will be asked to accept the terms and conditions of the site. You
must scroll down to the end of the page, click the accept box and the next button.
Once you are logged in, you can change your password at any time by clicking the “Edit
Profile” link in the upper right of the screen.
Forgot Password
You no longer have to call to get a password reset. You can click the “Forgot Password?” link
on the log in page and fill in the appropriate information. This will email you your password.
If you do not remember your security question you can call Customer Service and they will
reset your password for you.
Request an Account
If you do not currently have a UNFI Customer Portal account you can request one by clicking
the “Request Login” link on the log in page.
You will receive a notification email that your request for an account has been submitted to
UNFI. UNFI will then review your account.
Once UNFI approves your account, you will receive an email confirmation from UNFI. This
may take a day or two.
Browse for Product by Category or Brand
You can browse for products by category or brand. Click on the products menu in the primary
navigation and select “Brands” or “Categories”. Choose any category you like. For Brands you
can select the letter of the brand name you like, the page will load with all the brands UNFI
carries that start with that letter.
Browse by Brand
Browse by Category
Once you have selected a brand or category, the page will load with products from that brand
or category, prices, product codes etc.
From these pages you can quickly select your quantity and add to cart by either clicking “add to
cart” at the end of the row for the product you desire or, by selecting the check box to the left of
the row in order to submit multiple products at a time. Then click “Submit Selected” at the top
right of the screen
You can view product descriptions, details and nutritional info by clicking on the product code.
If a camera icon appears next to the product number it means there is a photo available for that
product.
When you click on the product code it will open a pop up window with more info. You can add
items to cart from this pop up window as well.
Quick Upload
You can continue to upload your order via a CSV or TXT file just like you always did. Go to
Orders/ Upload
You can use the same file format you always used.
Quick Entry
Quick entry allows you to enter orders quickly by typing in product codes and quantities and
selecting “Add Item”.
BE SURE to click “Add to cart” in the upper right before you leave the page or your items will
not go into your cart.
Adding To Cart
You can add to cart from the browse product pages, quick entry, order history or upload order
pages. This is easy to do.
1. Be sure to select a quantity before adding to cart.
2. Add single items to cart by clicking “add to cart” at the right of the row.
3. Or add single items to cart from product pop up window.
4. Or add multiple items to cart by
a. Selecting line items by checking the check box in the left column
b. Then select the “Add Selected to Order” Or “Add All to Order”
Or you can add all items to cart easily if all the items on the page have a qty. Click “Add All to
Order”
Viewing and Editing Products in Cart
You can access your cart from the “cart” icon in the upper right of the screen or clicking
“Orders” on the primary navigation.
Once in the cart you can see all the items you added to cart.
You can edit your cart by clicking “edit” in the right column.
This will open a pop up window where you can review the cart item details. You can modify
by clicking “edit” again on the right and changing your quantity or department.
Submitting Your Order
If you are a manager and have the ability to submit orders you can do so from the cart. You can
submit a partial order or you can submit all the items in your cart at one time.
To submit all click “Submit All” in the lower right of the screen
To submit only a partial order, click the check box on the left of the row you wish to submit and
click “Submit Selected” in the lower right of the screen.
Order History
You can view your order history by going to “Orders/Order History” from the primary
navigation.
From here you can see the status of an order. In progress or processed.
You can click on the “details” button on the far right of row for any past order to see the items
you ordered, and quantities etc.
Ordering from Order History or Past Invoices
You can easily place orders from previous orders by going to order history, selecting either a
“submitted orders” from the “Transactions” drop down menu, or selecting “invoices” from
the drop down and picking an invoice you want to order from.
Simply click the “details” button to the right of the row of the order you want to use to select
items for your next order. (Please note: that this portal is launching in October 2013 and
therefore you will not have orders in your order history prior to that. You will however have
invoices that date 6 months back.)
You will see a details pop up window. From that window you can adjust your quantity, put
single items in your cart for another order or even place the whole order again.
Search
You easily search for products, brands, descriptions and publications right from the search field
in the upper right of the screen. Simply choose a selection from the search drop down menu.
Type in a word or product code and you will receive results.
For example: Search on all content, cheese.
I can add a product directly to my cart from the search results page, or click on the product to
get the product details.
Product Search
The advanced product search is still available. Click on products “Product Search” and chose
any of the options to narrow down your choices.
Publications
The publications section contains all the important resources you need. Catalogs, pricelists,
specials, new products, marketing programs, trends and educations tools.
Click on publications in the top menu and select any of the options on the left.
You can use the filter options to narrow your results.
Reports
Your reports are accessible via the Reports tab in the primary navigation. In this section you can
run invoice reports, turnover, usage, ongoing deals and more.
Edit Profile
All users can keep their personal information up-to-date at all times by clicking on the “Edit
Profile” link located at the top right of the screen. You can reset your password, change your
username, phone number and more.
Manage Users on Your Account
Managers can easily manage the access privileges of users on their account by clicking on “Edit
Profile” in the top, scroll down the User Profile page to the “your accounts” section.
Z
In this section you can, click request an account to add a new user. This will send a request to
UNFI to activate the user, once that user is activated they will be notified via email. Once they
are activated they will also appear in your “assigned” users for that account.
Manage your assigned users by clicking “assigned users” in the row for the account you want
to manage.
This will pop up a window with your users listed. You can use the search fields at the top to
filter users and find the one you need. You can then change their permissions to no access,
manager, or member.
Changing Warehouse or Location
If you are associated with more than one account, you can change the default account you are
browsing the site with at any time by clicking on “Change” in the upper right of the screen.
Your default account is shown in the upper right section of the screen. This tells you which
account you are using to browse the site.