Power Net Customer Portal v6.1.5
Order Entry Quick Start User Guide
Copyright © 2012 Retalix Ltd.
All rights reserved.
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Revision History
Date
Change
Document Version
Changed By
Approved By
03/01/2012
Initial version
6.1.0
Sibyl Spencer-Hilton
Mike Jarvis
01/10/2013
Format
6.1.5
Stephanie Cosgrove
Mike Jarvis
and
upgrades
content
for
6.1.1,
6.1.2, 6.1.3, 6.1.4, and
6.1.5,
including
New
Features Descriptions.
Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
TABLE OF CONTENTS
CHAPTER 1 INTRODUCTION .......................................................................................................................... 1
QUICK START USER GUIDE OVERVIEW ...................................................................................................................... 1
AUDIENCE .................................................................................................................................................................. 1
ADDITIONAL DOCUMENTATION ................................................................................................................................... 1
CONVENTIONS USED IN THIS GUIDE .......................................................................................................................... 1
Text Conventions ............................................................................................................................................... 2
Table 1.1: Text Conventions .................................................................................................................................. 2
Note, Caution, and Warning Box Conventions .............................................................................................. 3
CHAPTER 2 ORDER ENTRY BASICS ............................................................................................................. 4
ORDER ENTRY QUICK START..................................................................................................................................... 4
Step 1: Log into Customer Portal .................................................................................................................... 4
Open Your Default Internet Browser ............................................................................................................................. 4
Navigate Customer Portal ................................................................................................................................. 6
Access the Dashboard .................................................................................................................................................... 6
Customer Portal Dashboard Toolbar............................................................................................................................. 8
Table 2.1 – Dashboard Toolbar ............................................................................................................................. 8
Step 2: Start an Order...................................................................................................................................... 10
Access the Dashboard .................................................................................................................................................. 10
Create an Order .............................................................................................................................................................. 11
Step 3: Select Order Information ................................................................................................................... 12
Create an Order .............................................................................................................................................................. 12
Select Order Details – Start a New Order Window.................................................................................................... 12
Table 2.2 Start a New Order ................................................................................................................................ 13
Select an Order Form from Drop-Down Menu ........................................................................................................... 14
Step 4: Add Items ............................................................................................................................................. 16
Enter Item Quantities ..................................................................................................................................................... 16
Add Item(s) from Another Item List .............................................................................................................................. 16
Copy Items Using the Cog Wheel ................................................................................................................................ 18
Copy Items Using Add Page ........................................................................................................................................ 20
Use Search to Locate Items for the Order .................................................................................................................. 21
Order Form Item Type Indicators ................................................................................................................................. 22
Table 2.3 – Item Type Indicators ......................................................................................................................... 22
Step 5: Place Order .......................................................................................................................................... 23
Place an Order .................................................................................................................................................. 23
Step 6: Submit Order ....................................................................................................................................... 26
Contents
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Submit the Order ............................................................................................................................................................ 26
Step 7: Log off Customer Portal.....................................................................................................................28
CONCLUSION .................................................................................................................................................. 29
CONTACT INFORMATION ............................................................................................................................. 30
Contents
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Chapter 1 Introduction
Welcome to the Power Net Customer Portal Order Entry Quick Start User Guide v6.1.5. This guide
includes basic instructions on how to create and submit orders using the Power Net Customer Portal
application, including new features and options available in Power Net v6.1.1, v6.1.2, v6.1.3, v6.1.4, and
v6.1.5.
This chapter contains details to help you understand how to use the information in this guide.
Quick Start User Guide Overview
The Customer Portal Admin application (hereafter referred to as Customer Admin) is a Web-based
configuration tool for system administrators and supervisors to use for managing the Power Net
Customer Portal application (hereafter referred to as Customer Portal). Customer Admin and Customer
Portal are separate applications.
If you are new to Customer Portal, you can use this guide to learn how to place an order. This guide
contains procedures to complete the main steps of the Order Entry process. It is a streamlined set of
procedures to get you started placing orders in about 30 minutes.
Audience
The target audience for this guide is new Customer Portal users and those needing a refresher. The
audience should have a basic understanding of the Windows operating system and Adobe Acrobat.
Additional Documentation
Throughout this guide, you may be directed to other documentation in the Customer Portal library.
Following is a list of documentation you may want to refer to when using this guide.

Power Net Customer Portal New Features Descriptions v6.1.5

Power Net Customer Portal User Training Guide v6.1.0
Conventions Used in this Guide
The following section describes the conventions used in this document and throughout all Retalix
documentation to make certain consistent and clear delivery of information is attained.
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Text Conventions
Table 1.1: Text Conventions
Convention
Description
Bold Text
Indicates the name of an item on a page or in a box, such as a button name, tab, menu, or menu option.
Ex: Select Print from the File menu.
Courier Font
Indicates output from the system, specific text, command, or exact words from the system you should type.
Ex: Type call pwrlist in the following field.
Italics Text
Indicates the title of a document or new feature
Ex: For more information, see the Power Enterprise Customer Service User Guide.
Ex:The Status drop-down menu contains a new option called Kitchen Sink.
Vertical Numbered List
Indicates steps in a procedure
Example
1.
Select the Windows Start button.
a.
Select All Programs on the Windows Start menu.
i.
Bullets
Select Internet Explorer.
Indicate a procedure with only one step or sometimes non-sequential items in a list
Example

Select the Windows Start button.
Example
All Caps

Discontinued

Reserve

Search
Indicates the name of a specific key on the keyboard
Ex: Press ENTER on your keyboard.
Yellow Highlighted Text
Indicates updates made since the last published document
Ex: Select Advanced > Export > User Export Setup
Blue Underlined Text
Internal\External hyperlink-standard Windows\Adobe Acrobat functionality; worth mentioning since
individuals tend to print documents, which are intended for primarily electronic use. Many entries link
throughout the document to prevent redundancy and inaccuracy when making future updates for content
upgrades.
Chapter 1 Introduction

Text underline is never used for emphasis or other purposes.

Hyperlink may turn purple after you’ve accessed the link.
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Note, Caution, and Warning Box Conventions
Throughout this guide, additional information about the procedures is provided in labeled boxes. The
bold label at the top of each box indicates the type of information in the box and is categorized as
follows:
Informational Note
Note
A Note box contains informational text providing information relating to the topic.
Cautionary warning
!
Caution
A Caution box provides information about potential problems that might occur if
the procedure is not performed correctly.
Serious Warning
Warning
A Warning box contains information vital to the procedure. Failure to follow the
information may lead to loss of data or damage to a database, hardware, or
software.
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Chapter 2 Order Entry Basics
This chapter introduces the Customer Portal Order Entry application designed for users to enter and
manage orders.
Using an internet browser and internet connection on a workstation or iPad, users can enter and place
orders to a distributor’s host system at company headquarters for processing.
Note
Customer Portal default options are used in explanations and examples throughout
this guide. Some Customer Portal pages and procedures in this document may
differ from your Customer Portal settings.
Order Entry Quick Start
The following procedures provide basic instructions for each step of the Order Entry process required to
begin, enter, save, and send an order for processing. The information identifies the main windows,
options, and order of operations required for taking a customer order.
For details about each step and other Order Entry options in the ordering process, see the Power Net
Customer Portal User Training Guide v6.1.0
Step 1: Log into Customer Portal
The following section contains procedures for accessing Customer Portal and provides information
about the main Customer Portal pages that display when you log into the application.
Open Your Default Internet Browser
The following procedure provides general guidelines on how to access the Customer Portal Logon page.
Your procedure may differ.
1. Double-click the shortcut for your default internet browser on your desktop. Your default Web
page displays.
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Example-Default Browser
2. Type the address, or URL, to Customer Portal in the address bar.
3. Press ENTER on your keyboard; or
a. Click Go. The Customer Portal Logon page displays.
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Example-Customer Portal Logon Page
4. Type your user ID in the User ID field.
5. Type your password in the Password field.
6. Click the Sign In button; or
a. Press ENTER on your keyboard. Your initial Customer Portal page displays depending
on your setting in Customer Admin.
Navigate Customer Portal
The following section provides information about the main Customer Portal pages that display when you
log in.
Access the Dashboard
The main Customer Portal toolbar is located on the Dashboard, which provides access to Customer
Portal options and displays information to manage orders easily. Use the following procedure to access
the Dashboard.
1. Use the Home button, which moved to reside on the left side of the page at the same level as
the Sign off and Help buttons, to access the Dashboard from any Customer Portal page. Many
options are available on the Dashboard.
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Example-New Dashboard Home Button Location
a. Your Power Net Orders page
The Your Power Net Orders page displays your order information and can be sorted by Status. You
can also access All Power Net Orders on the main toolbar.
Example-Your Power Net Orders
i. Click the Home button to return to the Dashboard.
ii. Click the Status drop-down menu.
iii. Select a status to filter only those orders you wish to view.
Ex. Select Status = Confirmed and only confirmed orders show on page.
b. Host Orders page
Example-Your Host Orders
c. Message Board page
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Example-Message Board
d. Change Customer
Example-Change Customer
Customer Portal Dashboard Toolbar
Use the buttons on the Dashboard toolbar to access Customer Portal pages and other helpful locations.
Example-Dashboard Toolbar
Table 2.1 – Dashboard Toolbar
Button
Action
Status
Hover over to access the following order menu options (Dashboard was removed):

Your Power Net Orders

Host Orders
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Button
Action
Account
Hover over to access the following statement menu options:
Reports
Customer

Statement Status

Consolidated Status
Hover over to access the following menu options:

Item Usage

Consolidated Item Usage

Movement

Consolidated Movement

Guides

S4I Reports

Future Prices
Hover over to access the following menu options, which allow you to switch to another customer if you have
a multiple-customer environment.
Admin

View

Change
Hover over to access the following menu options, which allow you to adjust your Customer Portal
environment.
Items
Links

Standard Guide

New/Deleted items

Custom Guide

Par Lists

Critical Items Lists

Suggested Retails

SRP Future Changes

Temporary Price Reductions

Message Board

Scanner

FMG Export
Hover over to access the following menu options:

New

Coming Soon

Discontinued

Reserve

Search

Price Change
Hover over to access a link to a company Web site, product information Web sites, or any other
documentation or URL you define in Customer Admin. See the Power Net Customer Portal v6.1.5 System
Maintenance Administration Guide for more information.
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Button
Action
Create Order
Click to begin an order.
User Options
Click to update the following features:

Lines per Page, default Par List, Contact Information, and Display Welcome on Login

Secondary Default Sorts

Additional emails

Review order exceptions

Report export functionality

Dashboard panel movement and other options

Change password
Help
Click to view page help for the current page you are viewing.
Sign off
Click to log off the application.
Step 2: Start an Order
The following section identifies the most common method for starting an order in Customer Portal.
Access the Dashboard
Use the following procedure to access the Dashboard where the Create Order button is located.
1. Click the Home button (if you are not on the Dashboard) from any Customer Portal page. The
Dashboard displays.
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Example-Dashboard
1. Select different options from the Dashboard toolbar.
2. Search for items from the Dashboard.
3. Refresh the Dashboard.
a. Refresh a Dashboard panel.
b. Close a Dashboard panel.
4. Click the Create Order button to begin creating an order.
5. Click the Sign off button to log off the application.
6. Click the Help button on any page to access information about that page.
7. Click the User Options button to update several different options.
Create an Order
1. Click Create Order. One of the following options displays depending on your Customer Admin
setting.
a. Start a New Order Window: a window opens with drop-down fields to complete,
including a list of order form options; or
b. Drop Down Menu: a menu drops down with a list of order form options
Note
The Create Order button only displays on the Dashboard.
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Step 3: Select Order Information
The following section contains the procedures to select order information and differs depending on how
your Customer Portal is set up.
1. Complete the following Create an Order steps and then
a. Use the Select Order Details – Start a New Order Window; or
b. Use the Select an Order Form from Drop-Down Menu
Create an Order
1. Navigate to the Dashboard.
Example-Create Order Button
2. Click Create Order. One of the following displays depending on your setting in Customer
Admin:
a. Start a New Order window
i. See Select Order Details-Start a New Order Window procedure to proceed
b. Drop-down menu
i. See Select an Order Form from Drop-Down Menu to proceed
Select Order Details – Start a New Order Window
1. Navigate to the Dashboard.
2. Click Create Order. The Start a New Order window opens if your User Profile is set to Popup
Window for the Create Order Style option in the Menubar section in Customer Admin.
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Example-Create Order Start a New Order Window
Note
The Start a New Order pop-up window was changed to drill-down the list of order forms.
When an order form, such as Custom Guide is selected from the drop-down menu From
field, the list of forms to choose from displays.
Table 2.2 Start a New Order
Field
Description\Action
Customer
Defaults to the first customer in the list when you log into the application; change customers, if necessary,
and you are set up with multiple customer access.
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Field
Description\Action
From
Click drop-down menu to select an order form; defaults to first option in list. Options include

History-creates an order from an item(s) the customer previously purchased.

Standard Guide-creates an order from items on the customer’s assigned Standard Guide.

Custom Guide-creates an order from a Custom Guide.

Import-loads items from a file or scanner.

Quick Add-uses 10-key item entry to add items to an order when you know the item number.

Par-creates an order using a list of standard items and order quantities.

Previous Order-creates an order using items from a prior invoice.

Pickup Request-creates a Pickup Request for items the customer previously purchased and wants
to return for credit.
Will Pick Up
Select to indicate you will pick up your order.
Ship Date
Displays the date your order ships; you can also select a date from the drop-down menu or use the calendar
to find the correct date. Depending on your Customer Portal environment, you may not be able to select a
Ship Date.
Memo Code
Enter a 1-3 digit alphanumeric code to generate a separate invoice.
Special Instructions
Enter special instructions for an order; navigate to Profiles
User Selection
User
User Profiles Maintenance -
User Profiles Maintenance - Edit in Customer Admin; if you do not see these fields,
change to Show in Start New Order Popup section.
Purchase Order #
Enter a purchase order number for an order; navigate to Profiles
User Selection
User
User Profiles Maintenance -
User Profiles Maintenance - Edit in Customer Admin; if you do not see these fields,
change to Show in Start New Order Popup section.
Defaults to the PAR List option set in User Options > Par List when you create an order, except when using
Par List
the PAR option in the From field drop-down menu. If a default PAR list is not set (or you do not select one), a
PAR is not used when you create the order. For this functionality to be available, set the User profile option
for Menubar
Start order with above
Create Order Style to Popup Window in Customer Admin.
Click to begin the order.
selections
You have x pending
Click to view existing orders.
orders
Select an Order Form from Drop-Down Menu
1. Navigate to the Dashboard.
2. Click Create Order. The Drop-down menu opens if your User Profile is set to Drop Down Menu
for the Create Order Style option in the Menubar section in Customer Admin.
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Example-Create Order Drop-down Menu
3. Click an option to select an order form. The Create Order Info page opens.
Note
The Create Order Info page is a Profile option in Customer Admin. To access,
navigate to Profiles
User
User Profiles Maintenance - User Selection
User Profiles Maintenance - Edit; change Order Info Prompt to Show in the
Order Menu section; otherwise, when you click on an option in the drop-down
menu you are taken directly to the selected order form page.
Example-Create Order Info - History
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4. Complete the fields according to the instructions provided in Table 3.1
5. Click Create to proceed. The order form page opens; or
a. Click Cancel to stop the process.
Step 4: Add Items
The following section contains basic procedures for using the order form page to enter quantities, add
and copy items, and use Search to find items to add to an order. The order form page has additional
options and functionality explained in detail in the Power Net Customer Portal v6.1.0 User Training
Guide.
Enter Item Quantities
The following procedure is the same for all order form pages. In this example, we created an order from
a Custom Guide called Christmas.
1. Type an item quantity in the Qty field.
Example-Order Form from Custom Guide Page
2. Select the checkbox in the Each column to order a Broken Case quantity.
a. If the Each column does not have a checkbox, the item is not available in a Broken Case
quantity.
b. If the Each column has a checkbox, but you have not selected the checkbox, the
quantity in the Qty column is a Case quantity.
Add Item(s) from Another Item List
The following procedure begins on an order form page. Continuing with the previous example, let’s look
at the order from the Custom Guide called Christmas.
1.
Click Add From. A list of item types displays. The Add From page opens based on the option
selected. In the following example we selected Standard Guide so the Add From – Standard
Guide page opens.
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Example-Add and Copy Items
a. Select Quick Add to use 10-key item entry to add items to an order when you know the
item number.
b. Select History to add an item(s) to the order from previously purchased items.
c. Select Standard Guide to add an item(s) to the order from the assigned Standard
Guide.
d. Hover over the Custom Guide option
i. Select the Custom Guide from the sub-menu to add an item(s) to the order from
a specific Custom Guide.
e. Select New Items to add an item(s) to the order from the New Items list.
Example-Add From Order Form Page
2.
Locate an item(s) in the Add From item list to add to your order.
3.
Enter the quantity(s) in the Qty column. The quantity(s) is saved as you enter the value in the Qty
field for the item.
4.
Click Order Form to return to your order. If you added an item(s) from another item list, the
item(s) is included on the original order form with the quantity(s).
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Copy Items Using the Cog Wheel
1.
Click the Cog Wheel icon.
a. Make certain Add Items to List is set to Add From Cog or Both in the MISC section in
Customer Admin.
2.
Select an option from the drop-down menu.
Example-Cog Wheel Icon Drop-down Menu
3.
Click on a Custom Guide, Par List, or Critical Items List;
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Example-Custom Guide
a. If you click the Apply button, the item(s) applies to the guide you selected in #1 in the
Add Items from Another Item List section.
Note
If you select Par List, quantities default to 99999.00 for easy identification,
including those with zero quantity.
The Par defaults to the Par set in the Par List field in User Options. See the Power
Net Customer Portal New Features Descriptions v6.1.5 document.
Example-Par List Quantity Default
Functionality works the same in the Add From button on the Menubar.
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Example-Item Copy Window
b. If you click the Edit button, you receive a Confirmation message:
4.
Click OK to proceed. From here, your process is the same. See the Power Net Customer Portal
v6.1.0 User Training Guide, or
a. Click Cancel to stop the process.
Copy Items Using Add Page
1.
Click the Add Page menu.
2.
Select an option from the drop-down menu to pull up the same window discussed in #3 in the
Copy Items Using the Cog Wheel section.
3.
Follow the same instructions from here discussed in #3 and #4 in the Copy Items Using the Cog
Wheel section.
a. Make certain Add Items to List is set to Add From Page or Both in the MISC section in
Customer Admin.
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Use Search to Locate Items for the Order
Use the following procedure as a basic search procedure to locate items to add to your order.
Note
Customer Portal has multiple search options. The following procedure identifies
one search method. Your Customer Portal environment may be set up differently
than this example.
1.
Use the Search field on an order form page to find a specific item.
Example-Search Items
2.
Type text in the Search field; in this example, we enter berr to search for berries.
3.
Specify the search type using the drop-down menu on the right.
a. Contains All – Select to search items containing the search string in any order.
b. Contains Any– Select to search items where at least one of the words contains the
characters in your search string.
c. Exact Match – Select to search items containing the exact search string.
d. Begins With – Select to search for items beginning with the word(s) in the search string.
e. Ends With – Select to search for items ending with the word(s) in the search string.
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Example-Search Items Result
4.
Click the Search button to begin. Search results display based on how your options are
configured in Customer Admin. In this example, the Guided Search displays on the left and the
Item Master Search – All Items page displays in the main section.
5.
Locate the item to order in the search results.
6.
Click + to expand the item groups and drill-down to find the item(s) to add to the order if Guided
Search displays in the left pane.
7.
Enter an item quantity in the Qty field to add an item to your order.
8.
Click Order Form to return to the order form page.
Order Form Item Type Indicators
Customer Portal order-form pages contain Item Type indicators. Use the table below as a reference.
Table 2.3 – Item Type Indicators
Type
Description
Indicates substitute item
Indicates related item
Indicates just-in-time item when displayed next to an item description on an order form page.
If an item’s Non-Stock field is set to J in Item File Maintenance in the Power Enterprise system and this
feature is enabled, icon displays next to the item description.
S/O
Indicates special order items when this label is in the Qty column on the order form.
Special Order items are items with the Non-Stock field set to S in Item File Maintenance in the Power
Enterprise system.
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Step 5: Place Order
The following section contains procedures for placing an order from an order form page and verifying
the details before you submit to your host system. The Place Order page featured in this section has
additional options and functionality explained in detail in the Power Net Customer Portal v6.1.0 User
Training Guide.
Place an Order
Use the following procedure when you are done adding, copying, entering quantities, and otherwise,
editing your order. The following procedure applies to all order forms. In this example, we are on the
Order Form from History page.
Example-Place Order
1.
Click the Place Order button. A Critical Items list may display.
a. The Place Order button is always green and on the right side of the page for each order
creation method.
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
Example-Critical Items List
2.
Click OK. You return to the Place Order page to review your order.
Example-Place Order Review
3.
Review the header information and make changes, if necessary.
a. Enter Memo Codes, Special Instructions, and Purchase Order #s, if you didn’t do it
earlier when creating the order in the Start a New Order or Create Order Info windows.
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
4.
Click Check Avail to verify whether the items have inventory available to fill the order.
a. If items are out of stock, an alert message generates:
Example-Out of Stock Message
5.
Click OK.
6.
Click the Order Form button to return to your order form if you need to make adjustments (i.e.
replace items, add new items, change quantities, etc).
Note
The
Check
Avail
button
only
displays
if
the
Optional
Parm
flag
hidecheckavailonplaceorder is set to True in the init.xml file.
And
The Customer Admin Profile option in the Item Info section, Quantity on Hand
item is set to Show.
Init.xml
Qty on Hand
Check Avail
Button Available?
Chapter 2 Order Entry Basics
Set to True
Set to Show
Yes
Set to True
Set to Hide
No
Set to False
Set to Show
No
Set to False
Set to Hide
No
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
Step 6: Submit Order
Complete the procedures in the following section to finalize an order and send it to the host system for
processing. Once an order is submitted, you cannot make changes.
Submit the Order
Use the following procedure to finalize your order on the Place Order page.
1. Click Submit Order. The order is sent to your host system and you return to the Your Power
Net Orders or the All Power Net Orders page. The Status column displays Submitting, which
indicates the host system has not received the order yet.
Example-Submit Order
Example-Submitting Order
2. Click Refresh to update the Status column. The Status column displays Confirmed when the
host system receives the order.
3. Click the Confirmed status to view the Route Info window.
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
Example- Route Info Window
4. Click Close to exit the Route Info window.
Example-Confirmed Order
5. Click the Status drop-down for a list of statuses. You can filter to show only the status you want
to see. You receive a confirmation email thanking you for your order.
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
Example-Confirmation Email
Step 7: Log off Customer Portal
Use the following procedure when you are done using Customer Portal. A confirmation message
displays.
1. Click the Sign-off button at the top right-hand side of any Customer Portal page.
Example-Sign off Button
Confirmation Message
1. Click OK to proceed. You return to the Customer Portal Logon page; or
a. Click Cancel to stop the process.
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Power Net Customer Portal Order Entry Quick Start User Guide v 6.1.5
Conclusion
This concludes the Power Net Customer Portal Order Entry Quick Start User Guide v6.1.5. While it
applies to both genders, the male gender is used for simplicity. Every effort is made to provide complete
and accurate information. If you find an error, please feel free to contact the Omaha Technical Writer at
402-504-4557 or by email at stephanie.cosgrove@retalix.com
Conclusion
29
Contact Information
Retalix Ltd. Corporate Headquarters
10 Zarhin Street
P.O. Box 2282
Ra'anana 43000, Israel
Tel.: +972 9 7766677
Fax: +972 9 7400471
Retalix USA Inc. Headquarters
6100 Tennyson Parkway
Suite 150, Plano, TX 75024 USA
Tel.: +1 469 241 8400
Phoenix Office
Clarendon Place
300 W. Clarendon, Suite 410
Phoenix, AZ 85013
Tel.: +602.261.7902
Fax: +602.261.7904
Contact Information
30
Omaha Office
2110 South 169th Plaza, Suite 200
Omaha, NE 68130
Tel.: +402.697.8757
Fax: +402.333.8451
Michigan Office
1194 Oak Valley Drive, Suite 10
Ann Arbor, MI 48108
Tel.: +734.213.4902
Fax: +734.996.3442
E-mail: info@retalix.com
Web site: http://www.retalix.com
Contact Information
31