Orders
How do I place a personal order?
Explore the shop page and add products to your cart. When you are ready to purchase, use the cart icon in the menu to review your items and update any quantities. Proceed to checkout. On checkout, select an approved shipping address (or a custom address) and enter your billing information. Place your order.
How do I save and share a cart?
Once you have products in the cart, you will see a save cart button below the product list. Give your cart a name and save it. You will be redirected to your account where you can view all saved carts. Restore the cart to continue your purchase, or share the cart with others. Delete unused shared carts.
How do I place a company order?
If you are an approved company orderer, you will be able to select the company order type on checkout. Fill out any additional administrative fields. Company orders may need to be submitted for approval or paid by a company card. You can check the status of a company order on the orders page.
What if my company order is not approved?
If your company order is not approved, you will receive a cancellation email. You may also receive an order note in your email. The note will explain the reason for cancellation. Start a new order and resubmit for approval if necessary.
How can I request a custom order?
If you have custom orderer permissions, use the custom order menu item on the shop page. Add the custom order menu item to your cart and continue to checkout. Fill out the custom order form and submit the order for approval.
Depending on your company preferences, your custom order may be approved by the company and no more action is needed.
Or, if your custom order request is approved by an order manager, you will receive an email that your order is ready for payment. Pay for your order via company card or other available options.
How do I check on my order status?
Navigate to the orders page in your account. Your order status will be displayed in the table. You can also select the view button to see the remaining details about your order.
Can I track my order?
Depending on your order type, you may receive a tracking number once your order has shipped. Check your email and click the tracking number link to track your order.
What if I have an issue with an order?
If you have any issues with an order, use the contact menu to navigate to the order assistance page. Fill out the form, and a representative will contact you shortly.
Accounts
How do I create an account?
Depending on your company preferences, you can create an account on the register page. Or, you may be requested to sign in with your company SSO provider. Your store account may need to use your company domain name.
How can I change my account details?
If your company allows store users to edit account information, you can change your name, contact information, and password on the account details page.
How can I change my saved addresses?
The store will save your primary billing and shipping addresses for your convenience. If you are using a different address, you can easily replace the form fields with the correct information on checkout. Or, you can edit your saved addresses on the addresses page of your account.
Store Administration
How do I access the admin dashboard?
If you are a store manager, you can access the dashboard. To access the admin dashboard, use the dropdown menu in the top right. Select the admin dashboard menu item.
How can I see all current orders?
If you are an order manager, navigate to the store > orders menu item in the admin dashboard. You will see a list of all current orders. Use the screen options to add or remove columns from the table.
How can I approve, cancel, or manage an order?
Select any order to enter the order details screen. If an order is approved, select the “Approved” status in the order dropdown. If an order is disapproved, first enter a reason for disapproval in the “Order Notes” section, and select “Add” to notify the orderer. Then, select the “Cancelled” status. If an order is awaiting initial approval and requires more details, select the “Awaiting Details or Quote” status. Update the order with the “Update” button when ready.
How can I view and manage permissions for store users?
If you are a user manager, access the users > all users menu item. You can view a list of current registered users. Select any number of users and use the add, remove, or grant roles button. This will allow you to grant order manager, user manager, company orderer, or custom orderer roles. Be extremely careful when granting roles to users.
How can I view store analytics?
If you have the analyst role, you can view store analytics via the analytics dashboard menu item. Store analytics include stock reports, order reports, customer reports, and much more.