Customer Account Help Overview

Click on a topic for more information.

1. Finding Products
   • Searching
   • Quickpad
   • Category
   • Reorder Pad
   • Narrow Your Results
2. Adding Products to Your Cart
   • Select Items Checkbox
   • More Information Page
3. Checking Out
   • Standard
   • Express
   • Shopping Cart Comments
   • Shipping Information
   • Pay Without Credit Card
4. Product Groups
5. Custom Part Numbers
6. My Account
   • Account Inquiry
   • My Settings
   • Bids
   • Open Orders
   • Order History
   • Print Invoices
7. My Carts

Finding Items

There are several ways to find products on every page in the site. They are:

• Search on the top left of the page
• Quickpad on the top right of the page
• Category links on the left side of the page

To see more information about a product, click on the item's description.

You can change how the results page looks by selecting to View Items as Thumbnails or as Text-only. You can change the number of items to display using the links and drop-down box at the end of the results page. You can set your default view on the My Account > My Settings page.

Searching

In the search box, you can enter keywords, item numbers, and/or manufacturer name. Click , and a product return page containing products that match your search terms will displayed.

By default, the search results show any products that match the first part of all keywords you enter. If you want an exact match on a specific keyword, put a "." before the keyword.

To search for a specific manufacturer, enter the name and click GO. To refine the search further, enter the manufacturers name and the product name.

A list of pages containing the results are listed in the upper right of the main body of the page.
You can click on individual pages to move through your results. The section you are viewing is listed to the left of the pages, under your location.

Quickpad

For fast ordering by product number, enter the product number in the Quickpad and click Go.

If you have more than 3 products, click on the word Quickpad for expanded ordering.

• If there is one match, it will be automatically added to your cart
• If there are multiple matches, a summary page with the number of results will be displayed
• If there are no matches, you will be prompted to try again.

If you would like to use keywords or descriptions to find items, please use the Search box to the left of Quickpad.

Category

On the left side of every page are the product categories, allowing you to browse for products. Each category has subcategories to differentiate the types of items it contains. Simply click on a subcategory, and the results page will display the products in that section or a list of additional subcategories. To move through mulitple pages of results, click on the page numbers in the upper right.

Reorder Pad

The Reorder Pad lists all of the items you have purchased within the last year (365 days, not a calendar year) for quick and easy reordering.

Narrow Your Results

If you get back too many results to be useful, try using the Narrow your results box on the results page. Enter a keyword or two about what you are looking for and click Go. Only items containing your original and new keywords will be returned.

Adding Items to Your Cart

You can add items to your cart from the results page or the more information page.

From the Results Page
From the results page, enter the Quantity for each item, then click .
If you use the "Select Item" checkbox, and do not enter a quantity, the item will be added to your cart with a quantity of 1.

From the More Info Page
On the additional product information page, enter the Quantity and click .

The Shopping Cart/Checkout Page
After adding items to your cart, the page listing all the contents of your cart is displayed. Here you can change quantities, remove items or go on to checkout.
If you would like to save your cart and come back to it later, go to the top menu bar, click on My Carts then click on Save Current Cart. Click here for more information on My Carts.

Using the Select Item Checkbox

Use the Select Item checkbox when you've got a list of products from the search results or category list, and you want to do the same thing with some or all of them.

Click the Select Item checkbox (located under the product thumbnail or next to the Quantity field) for the products you're interested in.

Choose to Compare Checked Items, Add Checked Items to Product Group, or Add Checked Items to Cart.

More Information About a Specific Product

To see additional product information about an item, click on the item desciption on the results page. This page contains detailed information about a single product.

• Product Description
  The detailed description of the selected item.
• Your Price
  The price you would pay to purchase the item.
• Quantity, Add Item To Cart, Add Item to My Product Groups
  Enter the quantity you would like to purchase or add to a product group. You can then add the item(s) to your cart or add the items to a product group.

Checkout - Standard and Express

To checkout, click on the Checkout or Shopping Cart links at the top of the page.

First, check that the items and quantities are correct. To update quantities, enter the new amount the the Qty box and click Update.

Standard Checkout

1. Shipping Information
   Make sure all the required fields are filled in, and add any shipping specific information or instructions.
   Click here for more information on Shipping Information.
   Click on Continue With Checkout
   
   
2. Payment Information
   Select or enter your payment information for the credit card you're using. Credit cards previously used are kept on file, or you can enter a new card.
   Click here for information on account billing/pay without credit card.
   Click on Continue With Checkout
   
   
3. Final Review
   The next step is the final order review, where you should double check that all the information is correct. If not, use the links to update incorrect information.
   Click on Place Order to submit your order.

Express Checkout

Express Checkout is available once you have set up a default shipping address and default payment choice for your account.

To select your shipping information, go to My Account in the top navigation bar, and select My Settings. There is a drop-down menu with all of your shipping addresses and another drop down menu with your default payment choice - select your defaults and click Save and Continue.

From the Shopping Cart/Checkout page, clicking on Express Checkout submits your order without any other steps (not even an order review page).

Shopping Cart Comments

This field adds your comments as a line item in the Sales Order.

Shipping Information

All of the information needed to place and submit your order is marked as required with an asterisk, including:

• Address 1
• City
• State
• Zip
• Phone
• Email

Depending on the distributors requirements, additional required information may be necessary, including:

• Purchase Order #
• Release #
• Ordered By
• Required Date

Use the Shipping Comments box for shipping specific information.

If you would like to change Ship-To accounts select a different Ship-To in the drop-down box at the top of the form (this will not be available if you do not have more than one ship-to, or if you do not have access to other Ship-To accounts for your company).

Please note that any changes you make to your ship-to(s) will only be temporary changes, used for this session only. The changes will not be saved for future use.

Please check this information carefully!

Pay Without Credit Card

This option is available if your company has set up an account with us and arranged for company billing. If this is the case, when you check out you will see a Pay Without Credit Card button. Clicking on the Pay Without Credit Card button will set this order to be charged to your account, and you can continue with checkout.

Product Groups

This function should be used to group products you purchase regularly. You can also use this feature to group products by job or by job type.

To Add Items to a Product Group

1. Find the items that you'd like to add to a product group through a search or category drill-down
2. Check the Select Item checkbox if you have multiple items shown
3. Click Add Checked Items to Product Group

OR

A page listing the Product Groups you have set up will then be displayed. If you've already set up the Product Group you'd like to add items to, select it; or select Create a New Product Group and give the group a name. If you're making a new Product Group, the items you've selected will be listed below the name field. If you are adding products to an existing group, the new items will be added to the list and the whole list displayed on the next page.

Using Product Groups

Once you've selected a group or chosen to Create a New Product Group, the next page lists all the items in that group.

The buttons at the bottom of the list allow you to update the quantities of items, compare items, remove items, or add items to your current cart.

• 
  If you are updating the quantities to be kept as the default, use Update.

• 
  Select two or more items to compare by checking the Select Item box, then click Compare Checked Items to see similarities and differences.

• 
  Select any items to be removed by checking the Select Item box, then click Remove Checked Items.

• 
  Enter the quantities you would like to add to your cart and click Add Checked Items to Cart. For quantities of one you can simply check the Select Item box and click Add Checked Items to Cart.

The Comments field is there for your reference and does not appear on invoices or order pages. It is useful for leaving messages for other people in your company who are using the same group. For example, "Please check if these are the right sinks for the Smith job."

Custom Part Numbers

You can use this feature to assign your customer specific part numbers to the items you buy. These numbers will be stored and allow you to use these part numbers when placing orders in the future.

Your Custom Part Number appears with the line item description on the sales order.

Assigning Custom Part Numbers

• Click on View Custom Part Numbers and Availability
• Enter a New Custom Part Number
• Click Add (Pressing Enter will not work for this)
  

My Account

• Account Inquiry
• My Settings
• Bids
• Open Orders
• Order History
• Print Invoices

Account Inquiry

This page may not be available for all accounts or users, and may require a separate password for access.

This page details financial information about your account. It displays future, current and aged balances with totals. It also displays month and year to date sales, available credit limit, last payment, terms, and contact information. This information covers all your open orders, not just those placed over the web.

You can search by Reference number or by selecting a page in the upper right corner of the page. The date span defaults to everything, and it determines what transactions are listed and the aging of all account balances displayed. The Reference number can be either a sales order number or your purchase order number.

Future
The part of your balance that is due, that has not yet appeared on a statement.

Current
The part of the balance that has been billed and is due in the current period.

31-60, 61-90, 91-120, Over 120
The part of your balance that is overdue, by number of days overdue.

Total
Your total balance due.

Deposits
The total of all deposits you've made against open orders.

Orders
The dollar value of material that has been ordered but not yet been shipped to you.

MTD Sales, YTD Sales
Month-to-date and year-to-date sales. Your total sales so far in the current month or year.

6-Mo Average
Your average balance due over the last 6 months.

6-Mo High
The highest total balance due over the last 6 months, at a single point.

Payment Days
This is the average number of days it takes you to pay your balance.

Contact
Two names and phone numbers for contacting you.

Terms
Your payment terms for your account.

Credit Limit
The total credit available for your account.

Available
What is available on your credit; the difference between your limit and the total balance due.

Last Sale
Shows the date and amount of the last sale to your account.

Last Payment
Shows the date and amount of the last payment made on your account.

Reference Number
The sales order number, check number or cash payment number of a transaction.

Br
Branch you worked with on that transaction.

Date
The posting date of the transaction.

Amount
The amount of the transaction.

Payment
The amount applied to the original transaction.

Pmt Date
The date the payment was made.

Balance
The remaining balance for the transaction.

Age
The aging category of the transaction.

My Settings

Use the Product Display options to set up how your product results will be displayed. If you are on a dial-up connection, we recommend the text-only view. The text-only view has a y/n notation of whether there is an image or not, and if there is, you can click on the Y and see the picture as a popup above the product results page.

The Express Checkout Settings allow you to preset your default ordering information, then use Express Checkout for one-click ordering. Select your default credit card and shipping address from the drop-down menus, then click Save and Continue.

Bids

This page lists your orders that are in Bid status, meaning they have been submitted, but not yet approved as orders. This is often the default status for orders submitted from the web. As soon as we process your bid, it will switch to an open order, then it will be invoiced and you will be able to see it in your order history.

Pricing on bids is good for a set amount of time. If a bid is not marked as expired, then when you copy the items to your current cart they will have the same pricing. Bids that are expired may have pricing changes when you copy the items to your current cart.

Click on a Bid Number to see the order detail, including the items, ship via, comments, etc. To copy the items to your current cart click on Copy Items To Cart. You can also click on Modify Bid to add or remove items from the bid.

Open Orders

This page shows you the orders that you have submitted, but have not yet been invoiced.

You can search for an order using the PO number or the Sales Order number by performing a reference number search.

Click on a Order Number to see the order detail including the items on the order, ship via and comments. You can also copy the items to your current cart from here.

Order History

This page may not be available for all accounts or users, and may require a separate password for access.

The order history contains a record of all open orders and other transactions that have been invoiced and notes whether each transaction is a credit or debit. This page does not include bids or open orders.

The initial view is from the beginning of your account to today. Enter alternate dates and click on Get More Transactions to see a specific date range.

Click on the Reference Number to see the transaction detail including post date and time, user ID of the person who placed the order, the amount and the method of payment.

Print Invoices

Enter your date range making sure that the Start Date is earlier than the End Date, and click Submit. It may take a few minutes for the server to return a page.

This function will only show you orders that have already been invoiced, not open orders or bids, or cancelled invoices. You will be returned a page displaying all of the invoices within that date range. Use your browser's print command to print the invoices.

Depending on the number of invoices, it may take a few minutes for the page to load, even on high speed connections.

My Carts

If you have items in your cart that you would like to buy, but not right now, you can save your cart by going to My Carts, and clicking on Save Current Cart. It will be availabe to you on future visits, until you decide to delete it or submit the cart as an order.

To buy items you saved previously, click on View Saved Carts, select the cart you would like, and click GO. The items will be added to your current cart.

To delete a saved cart, click on View Saved Carts, select the cart to be deleted, and click DELETE.