Ordering
How would a customer know if an item is canceled?
The catalog will show a black bar labeled "Cancelled". There is also Status filter on the left of the screen.
I placed an order for items on special but didn't get the promo price. What should I have clicked in the catalog?
The blue triangle above the item will place the order in the promo cart.
How can I pay my bill?
My Account --> Payment Processing --> Checkbox Invoices and click Select for Payment
When answering customer questions, retailers can click this to hide wholesale pricing from display.
Go to CV button
Name 2 locations where you could find Portal how-to instructions?
- In the Portal - Help Tab
- Emery Jensen Learning Hub --> Job Aids --> Online Tools & Software
- Sales Hub --> Sales Effectiveness --> EJD Portal
- News & Content Site -- > Resources --> Training
How do I remove an item from my cart?
Open cart - find item - change quantity to 0 -scroll down and click update cart.
Does the portal list discounts for larger quantities & how would I know?
Yes, look for the "QB" designation
Where can I find step-by-step instructions for filing claims?
Portal - Help Tab - OR - Emery Jensen Learning Hub --> Job Aids --> Online Tools & Software - OR - Sales Hub --> Sales Effectiveness --> EJD Portal - OR - News & Content Site -- > Resources --> Training
How can a customer control the permissions/what their employee can view on the Portal?
Hello Menu --> User Maintenance --> Edit --> Select Checkboxes
How can a customer find their cutoff time and ship days if their TM is out of office?
My Account --> Delivery Schedule
How do I palce an order for an item not stocked in my home RSC?
Special Order link in the catalog - nearest RSC will be listed at the top - Add item to cart.
This function provides a report of all items in a packet, their promo cost, and the store's 12 mo. purchase history
Promo Extract
Where can I find claim guidelines and freight terms for dropship vendors?
Product Management --> Vendor Listing --> Click the vendor name. ALSO - When ordering from the same vendor in the product catalog, click the vendor name.
How can I sort and send custom item lists?
Once search results are filtered, click "export" and download excel file to manipulate.
Where can customers find SAVINGSource contact info and vendors available?
News tab --> Programs -->SAVINGSource -OR- My Account --> SAVINGSource
How can I enter multiple items into my cart at once?
Shopping cart -Replenishment -quick entry - copy/paste from excel right click only
I would go here if I'd like to mass paste in all items and quantities I'd like to order from a packet.
Promotions Page --> Promotions Quick Entry button
How can I find an item on a particular invoice when filing a claim?
Claims, Search by SKU & Validate
How can I see the custom retail pricing rules already set for an account?
Product Mgmt --> Retail Price Management --> See markers in the bottom left table.
Where can I find the Open Access Library, which shows a list of planograms, mockups, and specs?
Planograms --> View Planograms
How can I order the same item/same quantity for multiple stores at once?
In the catalog - turn ON toggle for Multi Store Mode.
Where can I find the ship date for my promo order?
Order Management --> Order Status --> Promotion Tab
I have not gotten credit yet for my shortage claim. Where can I see the status?
My Account Claims processing --> Status --> Pending/approved/rejected
Where can I create a listing of SKUs for disaster scenarios?
Hello Menu --> Item Maintenance (See also Product Mgmt --> Disaster Items to order items suggested by EJD)
Where can I get tracking on my LTL or FedEx delivery?
Order Management- Click on PO# - Slide screen all the way to the left - Click on tracking number.