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Welcome to you new online ordering system Tutorial Created by:

WebManager online ordering system- FastStart

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Page 1: WebManager online ordering system- FastStart

Welcome to you new online ordering system

Tutorial

Created by:

Page 2: WebManager online ordering system- FastStart

Welcome!

To begin, go to your login link at http://amsurg.webmanager3.com.

Enter your and password, then click the “Login” button. You see this initial splash screen once you’re successfully logged onto the system

Page 3: WebManager online ordering system- FastStart

The Catalog screen

1. Tabs a. General Store: Catalogs for all supplies are found here. b. Administration: Select this tab to review orders or to change your password

(upon logging in, the ”General Store” tab is selected by default)

2. Menu options a. Search – Search all catalogs for items using keywords b. Specify Items – When you know the item numbers you wish to order, you may

add them to your shopping cart here. This is sometimes faster than searching through catalogs.

c. New Order – Used only when placing more than one order. When the 1st order is complete, click the “New Order” link to begin the 2nd, 3rd , 4th …. orders.

d. Show Basket –When you are done shopping, click the “Show Basket” link to go to the check out page.

Page 4: WebManager online ordering system- FastStart

3. Catalogs – All items are organized into Catalogs.

a. Each user will see only appropriate catalogs. Some catalogs have sub-categories. When you click on a main catalog, “Beverages” in this instance, the sub-categories will automatically display. main catalogs >>>> sub-categories

b. User configurable catalogs – There are 2 user configurable catalogs

I. My List – each shopper can save frequently ordered items II. Hot List – company-wide catalog of frequently ordered items. (only users with special rights can add/remove items to this catalog.)

4. Items

a. - click this symbol to get more information about item availability etc.

b. - click this symbol to see a photo of the item c. - enter the qty to order here to add the item to your shopping cart

d. - click this symbol to add/remove an item from your personal “My List” catalog.

Page 5: WebManager online ordering system- FastStart

Show Basket screen

1. Use this screen primarily to check your order before submitting your order. You may adjust quantities here or return to the catalogs to add more items.

2. The column under the symbol tells if the item is in stock or not. 3. You may remove an item from the shopping cart by clicking the button in the

corresponding row. 4. Once your order is complete, click the link.

Page 6: WebManager online ordering system- FastStart

Checkout screen

1. Ship To Locations a. For most shoppers, the ship to information will already be complete and

unchangeable. You will have rights to change only certain fields such as the “Attn” line and the “Delivery Instructions” line.

b. Some shoppers will have rights to ship to more than one location. These shoppers can select a valid ship to location by clicking the button The Ship To selection window will popup

2. Completing the Order a. Once the order is complete, you have 3 options…

I. Send – releases the order for shipment II. Hold Order – Saves the order. The order is accessible in the “Review Orders” screen. You can add to or otherwise change the order until you “Send” the order. (* this feature will help you reduce orders efficiently by holding your order until all items are collected to print) III. Abandon – as it implies, this option clears the order. No items will be shipped.

Page 7: WebManager online ordering system- FastStart

Requesting a new Ship To location

Notice the button on the opening splash screen. If you need to request that a new ship to location be setup, click this button and complete the form. You can get to this screen at any time by clicking the General Store tab.