| Online
User Guide
Table
of Contents
User
Guide Introduction
Thank
you for arriving at our online USER GUIDE section. Although IBOS was designed
to be intuitive and easy to use, we recognize the need to provide guided
instruction and clarification for each of the system features and functions
to make each and every visit to our online system productive and efficient.
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Products
Page - System Layout
You
will also note that this page is formatted into three column sections:
- The left column
displays
our various product categories available for viewing, product selection
and ordering.
- The
middle section includes a greeting and will contain new messages
describing news of interest to our customers.
- The
third column on the right of this page will continually display products
that are specifically selected for promotion. These may include new
products, sale products, clearance and promotional items.
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Registration
& Login
Our
new online system is designed to let you view and shop online anytime
of day or night. For our professional trade customers, additional capabilities
support online quote and job creation as well as online order transmission
and delivery to a job site.
In order to interact with the system, each customer must identify him/her
self to the system. All activity associated with your account is governed
and protected by your unique Username and Password.
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Instructions
for Self-Registration
1.
Go to www.horsfords.com (choose the store you are accessing information
for)
2.
Click login
3. Click the link titled: "If you currently have an Account you can
request an online login and password now!"
4. From there, you will go to the self-registration screen. You need three
pieces of information from your statement to register:
- Customer
Number
- Customer
Name
- Customer
Zip Code
**Please enter
these items EXACTLY as found on your statement.
4. If your information is accepted, you will be prompted to create a username
and password. If you information is not accepted, please give us a call.
5. If accepted, you will create a username that you will use each time
you visit us online. Please make sure to write down your username and
password. The form also requires other contact information such as your
telephone number.
**Please note,
you may create multiple user accounts for your company, so there is no
need to share your username and password with other employees.
Once you click submit, you will be brought into the new site where we've
already loaded your account information into the system and you will have
immediate access to your account information, quote and order capabilities.
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Shared
Account Usage (Multi-user access)
Please
note that the system can accommodate multi-user access to your online
account. Each user would go to the Current Account Holder section and
input the customer #, address and zip code of the account. When prompted
for Username and Password, each new user should identify them selves with
their own unique email address, name and password information.
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Product
Catalog & Shopping Cart
By
clicking on the Products tab in the site header you can gain access
to our entire product inventory.
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Shopping
Cart Features
The
shopping cart feature works the same for the creation of a quote or an
order.
You select items to place into your cart by inserting an amount for each
line item you wish to order.
Once you've made your selections, you must click the Add to Cart
button to record your order quantities in the system. Once you've input
your quantities and clicked, Add to Cart button, you have several
options available such as to save as a quote, or continue shopping.
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Searching
for Products
You
can search all products by using the search feature. The search
results include both items and categories of items if your keyword is
included in that category. Also, all keywords are AND together.
Thus, searching on Round MDF will return all results that contain ROUND
AND MDF.
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Creating
an Online Quote
By
selecting the Save as Quote button on the cart screen you will be brought
to the following screen display called Save Shopping Cart as a Quote.
This page provides you with the ability to create a new Job and enter
details about the job, or if you have built a job previous, you can select
and apply the quote to the Job name and proceed with your quote creation.
Tip: The use of Job names, descriptions and details will make
it easier to find and locate quotes and orders, days, weeks and months
after you have created them!
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Your
Quote Folder
Your
quote folder displays all quotes you have created and provides a ready
access to information any time of day or night. Once stored in your
folder, you can retrieve it, print it, delete it or convert it to an order
by selecting the Open as Cart button. You will also note the line
beneath of your quote detail,
Display all quotes within my company. By clicking this box,
you will be able to view all quotes created by you and/or other members
of your company who you have authorized to use your account (multi-user
support).
Please note that by clicking on a quote you also have the option to print
the quote on your PCs printer.
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Creating
an Online Order
Creating
an online order is similar to creating a quote, except that you are requesting
_____________________. to take action to process and fulfill your order
and prepare it for yard pick-up or shipment to a delivery address. To
process a shopping cart as an order, all you need do is click the Checkout
button on the cart page. Doing so will take you to a Shipping
Instruction page. You may also select a preferred future delivery
date (optionally).
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Order
Detail & Shipping Detail (optional)
An
optional order screen is available to allow you to enter a customer Purchase
Order Number, name of the person requesting order placement and a text
entry box to input detailed information concerning delivery and instructions
for the order.
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Confirming
an Online Order
Once
you’ve completed all of your entries and selections, you can review your
order to ensure that it has all the correct information prior to transmitting
it. A description text box is provided so you can input information
to identify the order easily. At this point, you can cancel or submit
the order.
The
moment you submit your online order, the order will be placed into your
order folder and the system will generate an electronic mail acknowledgement
back to your email account. We will review and process the order
upon receipt, pick, and pack and avail your order for pick-up or delivery
as per your request.
If
you need to be contacted about any aspect of the order, we will contact
you by phone or email to discuss the issue with you for clarification.
Once the order is processed, the system will return an order confirmation
to you via electronic mail and your Order folder will be updated with
a generated system Order number back to you for tracking.
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Account
Services
By
clicking on the Account Services tab at the top of each page of the site,
you can access the following information as shown on the screen. You can
view and print invoices, statements, quotes and orders and access up-
to-date account information any time you desire.
- Quotes Section
- All quotes can be revised into an order, updated to current pricing,
revised with new products
- Orders - All orders
preformed on the web site appear under the Orders tab
- Invoices - Current,
unpaid invoices, appear in the Invoice tab
- Statements - Statements
included all unpaid and paid invoices, balances and payment history
- Job Information
- Job information is stored and edited under Job tab
- User Profile -
Change your user profile and passwords under the User Profile Tab
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Last
revised: October 12, 2005 |
