Selecting & Adding Items to the Cart

Pictured below in SC-1 is the opening screen of the Catalog. The first step in selecting an item is “open up” the collapsed menu on the left hand side of the screen. This task is accomplished by clicking on the “+” icon to the left the desired category.

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After clicking on the “+” icon, the category menu will open up and display all the levels within the major category. The “-” icon tells you that there are not any levels left to open.  If you find a “+” icon, you can click on the icon and open further levels within the subcategory or other major categories. See Figure SC-2 to see opened categories.

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The next step is to click and highlight a subcategory. By clicking on the unique subcategory, the individual items within that category will be displayed in the right hand half of the screen. This is pictured in figure SC-3.

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The lower right hand quarter of the screen displays a condensed display of all the items within the selected subcategory. A thumbnail picture and brief description of each item is displayed.  By double clicking on item, the full description and picture of that item will be displayed as in figure SC-4. At this point you may also elect to print the entire subcategory by clicking the print button (see print for detailed information).  If the “Browse Items” button is clicked the first item within the subcategory will be displayed.

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The above screen (SC-4) displays complete information for the selected item. You can select different items by clicking on a new item displayed in the left half of the screen or you can scroll through the category by using the arrow buttons located on the bottom right of the screen.  The arrows pointing to the left will scroll up the list and the arrows pointing to the right will scroll down the list.  The far right hand button is the print button which will print detail information for the selected item (see print section).

To select or “buy” an item is very simple and is accomplished by clicking on the “Add to Shopping Cart” button.  By clicking this button the item will be added to your shopping cart or order.  After clicking on the “Add to Shopping Cart” button the Shopping Cart screen will be displayed as shown in figure SC-5

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Contact sensitive help or information is available on a majority of the areas or segments of the screen.  To view this help notes, simply hold your cursor over the desired section or button and in a few seconds a help/informational message will be displayed. To remove the message simply click anywhere on the screen or on the message. Figure SC-6 shows a contact sensitive help/informational note being displayed.

The Shopping Cart screen shows the items that you plan to purchase or have put into the Shopping Cart. You can edit the shopping cart in many ways. If you click under the Pkg. heading, on the number of packages, you can adjust the number of packages required by simply typing in the number that you desire.  To update your dollar totals after changing the quantity number, click on the Update Total button and totals will be updated to reflect the changed package quantities.

You can delete an item by first highlighting the item and then Clicking on the Remove button on the far right hand side of the screen. To remove ALL items from the Shopping Cart, click on the Clear All Button.

You can print the displayed shopping cart by clicking the Print button at the far right hand side of the screen.

If you want to add additional items to the cart, click on the Back button located on the bottom of the screen.  This will take you back to the subcategory where you selected the last item.

You can go to the Order Management System by clicking on the Manage button located at the bottom of the screen. This would be used if you want to compare your current order to a past order or would like to add an item that you previously ordered. See Order Management for complete details and explanation.

If you would like to add additional items to your shopping cart you can click on Back button located at the bottom of the screen.

If you have completed your shopping and would like to “Checkout” or finalize your order you would click on the “Continue to Checkout” button and this would take you back to the last subcategory where you purchased your last item.

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At anytime or in any screen you can always click on an item and receive detailed information about that item. This feature is extremely helpful if you are editing (adding or deleting items from your shopping cart) and cannot identify the items strictly by the item or order numbers. If you are in the shopping cart screen and double click on the item number you will be taken back to the order screen for the item that you requested information on, to return to the shopping cart simply click on the Shopping Cart button at the top of the page.

Checkout

By clicking on the “Continue to Checkout” button, you have elected to finalize your order. The first screen to appear after clicking the button is the Select Vendor screen.

This screen becomes extremely important if your catalog has multiple vendors on the same catalog.  If this is the case, and you have selected different items from different vendors this is where you select “which” vendor you want to process or finalize first. Multiple vendors must be completed individually and serially.

If you are shopping within a catalog that only has one vendor, the vendor is automatically highlighted and you simply have to “Next” button to proceed. Figure SC-7 shows a sample “Select Vendor” with only one vendor.

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In addition to selecting the vendors order which you would like to finalize the Vendor Select screen will also allow you to go back to the previous “Checkout” screen by click the “Back” button, to go back to the “Item Selection” screen by clicking on the “Resume Shopping” button or you can continue to finalize or complete your order by clicking on the next button. This will take you to the Shipping Information screen pictured in SC-8

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This is the first screen where the viewer is required to enter personal information regarding the shipment of the order. When all blank fields are completed you can click on the “Next Button to go to the next screen. THIS IS THE ADDRESS TO WHICH YOUR ORDER WILL BE SHIPPED.

This information will only be required the first time to place an order via the Catalog. After the first time, the catalog will remember your information and automatically complete this screen for you.  You can easily update any field after the screen has auto filled.

One variable in this screen is the first entry or Delivery Method drop down menu.  This is where you can select “how” you want your order to be shipped.  To display your options, simply click on the down arrow to the right of the box and the list will be displayed. See Figure SC-9 for an example of an expanded delivery method drop down menu.

To select a new Delivery, click on the desired method and the method will be selected and the drop down menu will close.

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When you are completed with the Shipping Information screen you can click the “Next” button to go to the next screen, which is the Billing Information Screen pictured in SC-10.

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If your billing address is the same as your delivery address you can simply check the box next to the Billing Information title and the page will auto-fill with your information.

If your billing and delivery addresses are different, you will be required to fill in each field.

Please note that this screen again will be auto filled with the second order that you place.

To advance to the next screen, Payment Information (Figure SC-11) you will need to click on the “Next” button.

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The Payment Information screen is where you provide information on how you going to pay for the order.

The first block is Payment Method. This provides you the opportunity to select from the payment methods offered by the vendor. To select the payment method the viewer needs to click on the down arrow and select the method of payment.

The following two blocks of information is the credit card and expiration date fields.

This information is NOT retained by system and will require you entry each and every time that an order is processed.  This information is not retained for your personal security of sensitive credit card information.

Click Next to go to the next screen which is the Preview Order Screen as pictured in SC-12 

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The Preview Screen allows the viewer to do numerous things, prior to actually transmitting the order to the vendor.

The Preview button allows the viewer to preview the entire order.  By clicking on this button an order preview screen is displayed as shown in Figure SC-13.  The Order Preview can be printed at this step.

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The Print button acts just like the Preview Button with the exception that the order form as pictured in Figure SC-13 will not be previewed, but sent automatically to the viewer’s default printer. Normally this function is used to save a hard copy of the order or to print an order so it can be manually faxed.

If you want to save the order to a specific computer file, click on the Save File Button.  This will display a standard Windows File screen to allow the viewer to save the order to a selected file. If the viewer has an internal fax card, the order can be saved to the appropriate file so it may be automatically faxed to the vendor. This screen is pictured in Figure SC-14.

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To transmit the order via Emil, the viewer is required to click on the button marked Send Emil.  This will cause an Emil template form to appear so the viewer can enter any comments to the Emil order form. This screen is depicted in SC-15.

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When the viewer has completed entering their comments, they would click on the Send Emil Button to activate the viewers e-mail system. A informational screen is displayed regarding the E-mail transmission and it requires an action to continue the process. This is depicted in SC-16

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The final step in the order process is determine how you want the completed order to treated by the system for archival purposes.

The first option is to simply mark the order completed and DO NOT save the order or Archive the order into the Order Management System.  The second option is to mark the order completed and SAVE or ARCHIVE the order into the Order Management System, so you can review and refer to the order in the future. See Order Management System for details. The final option is to Leave the order as is.  This will leave the order as an active shopping cart for the vendor.

When the action selection is completed, the viewer needs to click on DONE and the requested actions will be done. .

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