National DCP Web Portal User Guide

June 9, 2015

NDCP Web Portal User Guide for Members serviced from:

Groveland

Mokena

Phoenix

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 1

Table of Contents

1. How to Access the Portal (NDCP Website ‘Transactional’ Pages) .................................. 3

2. How to Place an Order ........................................................................................................... 4

3. How to Place a Customer Pickup Order ............................................................................ 10

4. How to Place a Bill-to/Ship-to Order ................................................................................... 12

5. How to Place a Commitment .............................................................................................. 14

6. How to Use the Delivery Tracker .......................................................................................... 16

7. How to Manage Safety Orders & No Orders ..................................................................... 17

8. How to Create and Edit a Custom Order Guide .............................................................. 19

9. How to View Invoices ............................................................................................................ 22

10. How to Use the Item Catalog ............................................................................................ 24

11. How to Create and Edit Users (User Management) ....................................................... 25

12. How to Use the PC Snapshot Page ................................................................................... 27

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 2

1. How to Access the Portal (NDCP Website ‘Transactional’ Pages)

Navigate to www.nationaldcp.com

Click the “Login” button in the top-right corner

Enter your Username and Password, click “Log In”

Click “My NDCP” in the top menu – This brings you to the transactional portion of the NDCP website.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 3

2. How to Place an Order

Build a New Order

Once logged in, click “My NDCP” and then “Orders” in top submenu.

Select your PC Number from the drop down menu in the box at top left. o

On the Left: This section shows the “Ship-To” name & address for the Scheduled Delivery order you are about to build.

*Sold-to/Ship-to a.k.a. Bill-to/Ship-to orders will be covered in Section 4

o

On the Right: The “Scheduled Delivery” section shows upcoming delivery dates that you can choose for the order as well as options to build an order.

Choose a Delivery Date from the drop down menu in the “Schedule Delivery” section.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 4

Pick a “Delivery Type” from the drop down to assist with item entry; i. Suggested 4-Week Average will pre-fill quantities based on the previous four weeks of standard orders that have been invoiced for that PC for that delivery day. ii. Copy Last Order will pre-fill quantities based on the previous week’s standard order that was invoiced for that PC for that delivery day. iii. Blank Order will show the order template with no pre-filled quantities

*New Feature*

iv. No Order option means that the PC will not need an order. *New Feature* (No Orders will be

covered in Section 5)

v. Order Guide will show the Custom Order Guide the store created with pre-filled quantities based on their guide *New Feature* (Order Guides will be covered in Section 6)

Click the “Add New Order” button.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 5

1. The “Order Edit” screen appears with the order template, categories, item search and overview areas of the order: o

Use “View all categories” dropdown menu option to search and filter for products by

Template Category (you will notice some improvements to a few of the categories, such as Coffee Dairy, Boxes and Trays, and Swirls). o

Click an item category (“Donut Fillings” for example). The list of items in that category will be displayed on the page. o

Items can be searched by Item Number or Description in the search box to the right of the category drop down. o

Type a numeric quantity in the “QTY” field to add an item to this order

2. To Finalize/Submit the Order: o

To review the order, click “Show Order Items” button, which displays only those items with ordered quantities.

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o

You can enter a purchase order number in the “PO #” field to the right. This PO # will be submitted with your order and will be noted on the invoice. o

You can add comments in the text box at right, which are for the store’s reference only and will be displayed on the invoice for this order. NDCP will not take action on these comments.

*New Feature*

o

Click “Submit Order” button. Your order is now officially submitted.

3. The “Order Validation” Page Appears for your review: o

You must accept the validation messages, which inform you of Availability, Substitutions, and Warnings about the items you ordered. Click Continue.

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o

You have another chance to edit the order while reviewing the order validations. Click

“Update Quantities” and your order will be adjusted. o

The “View Summary” button shows a summary of the order details with the NDCP Order # and cost summary. This can also be printed. o

Click “Close” button to exit the validation process.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 8

Manage and Edit Orders

You can easily manage your NDCP orders from the Order page.

The “Unfinished Orders” section shows orders you have started but not submitted. You can edit, submit as-is or delete unfinished orders with the buttons at the right. (Note: This section will only appear if you have started, but not submitted an order.)

The “Submitted Orders” section on the screen shows orders that have been placed for the selected PC, but are pending before cutoff time. You can edit, print or cancel orders that have already been submitted, as long as it is before cutoff time. (Note: Once the order cutoff time passes, the order moves to the “Order Inquiry” page.)

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 9

3. How to Place a Customer Pickup Order

To use NDCP’s new customer pickup (CPU) option:

1. Once logged in, click “MY NDCP” and then “Orders” in top submenu.

2. Select your PC Number from the drop down menu at top left.

3. Click “Customer Pick Up” (CPU) in the Delivery Date drop down box.

Delivery Type will default to “Blank Order”.

4. Click the “Add” button.

5. The CPU hours will be displayed for your distribution center. Orders can be placed on the portal at any time; the cutoff time is used to adjust the date if the order is placed too late.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 10

6. The “Request Date” box appears in the “Overview” section at right, defaulting to the current date. The CPU date can be changed. If the order is placed less than an hour before the end of the pick-up window of your distribution center, then it will default to the next available day.

7. Build the CPU order as you would a standard order.

8. Click the “Submit Order” at right to submit the order to the NDCP.

9. The “Order Validation” will pop up where you can update the quantities, print a summary view or close the order.

10. Click the “Close” button to finish.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 11

4. How to Place a Bill-to/Ship-to Order

NOTE: You must have permission to use NDCP’s new Sold-to/Ship-to Order option.

1. Once logged in, click “MY NDCP” and then “Orders” in top submenu. Select your PC Number from the drop down menu.

2. Select the Sold-to/Ship-to radio button. Then use the arrows on the Ship To box to see a list of available stores, then select a PC to change the ship to location. o

Note: Sold-to/Ship-to orders can only be placed between stores that the user has permission to.

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3. The Delivery Date list will change to show the Ship-To PC’s delivery schedule. Select the delivery date in the drop-down boxes. “Delivery Type” will default to “Blank Order”. Click “Add” to begin creating the order as usual. o

Note: delivery dates and delivery tracking will be based on the ship-to PC#. Item template, pricing, allocations, substitutions, order inquiry and invoicing will be based on the sold-to

PC#. o

Once the order is invoiced, it can be found under the Sold-to (bill-to) PC#’s invoice list.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 13

5. How to Place a Commitment

IMPORTANT NOTE: Commitments are no longer placed within an order. There is a new page dedicated to Commitments.

1. Once logged in, click “My NDCP” and then “Commitments” in top submenu. Select your PC

Number from the drop down menu.

2. Commitments can be displayed and submitted one PC at a time by selecting the desired PC from the drop down menu. However, you can also place commitments for all PCs that you have access to at one time, by selecting the “All PCs” radio button. o

Open Commitments will be available under the “Commitment Sign Up” section during the specified Commitment Window. Commitment quantities can be updated up until the last day of the commitment window.

3. To view an open commitment, click the commitment name under “Commitment Sign Up” heading at left. All commitment details appear on page to the right.

4. To commit to an open promotion, Input a numeric quantity in the “QTY” column next to the commitment item.

5. Click the “Update” button at the top to submit the quantity and confirm the commitment. An email confirmation will be sent to the correspondence email address provided in your user profile.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 14

6. If you want to refuse the promo, click the “refuse” button up top. o

Once a commitment is refused, it is labeled as such in the left-hand column o

If you want to sign up for a commitment that had previously been refused, click the

“unrefuse” button at top. Then input a quantity and submit.

7. If you want to view past commitments, click the expandable button next to “Past

Commitments”. A list of past commitments will be displayed for inquiry purposes.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 15

6. How to Use the Delivery Tracker

1. Once logged in, click “MY NDCP”, “Orders” and then “Tracking” in the submenu. Track for one

PC by selecting it from the drop down menu.

2. Use the calendar in the “Date” field to display delivery information for pending orders. Use the

“Search Multiple PCs” to see more than one PCs for a given upcoming delivery date.

*Order status of NDCP deliveries is updated in near real time.

3. The delivery tracker can also be viewed in “Order Inquiry” by clicking on the “Tracking” button next to an order; a pop up window will open with the delivery information. If the order is shipping via parcel, then the tracking button will open a new window with the carrier tracking information.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 16

7. How to Manage Safety Orders & No Orders

Once logged in, click “MY NDCP” and then “Orders” and “Safety Order” in the submenu.

Manage for one PC by selecting it from the drop down menu.

Click the radial button next to either “Generate a Safety Order” or “I do not want a safety order”. This applies to the day listed in the page heading. o

Note: Unless you have previously communicated to the NDCP that you do not wish to receive Safety Orders, your store will automatically be opted-in to receive safety orders. If you do not want your store to receive safety orders, you can opt-out on the Safety Order page.

Click the “Update” button o

If a PC is opted out of receiving Safety Orders, then the NDCP will not generate a safety order for that PC, even if no order is placed for their scheduled delivery date. o

If a PC is opted in for Safety Orders, then the NDCP will always generate a safety order for that PC in the event an order is not placed for their scheduled delivery date.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 17

PCs that have opted into safety orders do have the ability to notify the NDCP if a safety order is not needed for a given delivery date (see step 4 below). On the “Build New Order” page, select

“No Order” from the “Delivery Type” drop down. This will send a notification to the NDCP that a safety order is not needed for the selected Delivery Date.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 18

8. How to Create and Edit a Custom Order Guide

1. Once logged in, click “MY NDCP and then “Orders” in top submenu. Select a PC from the drop down menu.

2. Custom Order Guides are created during order entry. *New Feature*:

3. If you wish to save your order as a custom order guide for use in the future, click the “Save as

Guide” button in the “Overview” section on the right side of the order page.

4. Type a name for the new order guide and then click the “Create” button. Or you can save this new order guide over an existing one, by selecting the existing guide by name in the drop-down menu and clicking the “Replace” button. o

Your new order guide will be available for use in the “Delivery Type” menu when you place your next order.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 19

5. To edit an existing guide, go to “Order Guides” in the Orders submenu. Choose to edit, delete, or create CSV or PDF files.

6. To edit the guide, click the ‘edit’ button. You can edit quantities or delete items from the order guide. o

Additional items can be added when you are placing a new order using an order guide; then click “Save as Guide” and replace the existing order guide (see steps 1-4).

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 20

S

TANDARD

O

RDER

G

UIDES ARE ALSO AVAILABLE

:

Generic item list: This shows all items available to a specific PC. o

You can view directly in the website, as a PDF or export to a CSV (Excel) file.

Custom Item list: This shows only the items ordered by a PC over an given time period of monthly increments. o

You can view directly in the website, as a PDF or export to a CSV (Excel) file.

Price Change Lists: The last four months of your region’s price change lists are stored here. o

You can view as a PDF.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 21

9. How to View Invoices

Once logged in, click “MY NDCP” and then “Invoices” in the top submenu.

View invoices for one PC, by selecting it from the drop down menu. o

Invoices are listed in descending order by date from top down. o

Payment detail for each invoice will now be viewable directly on the invoice page.

You can search by invoice number, PO#, Order# and by date, at top. o

Invoices can be viewed for multiple PC’s at a time by selecting the “Search Multiple PCs” button. If more than one PC is selected, then the date range will be limited to 31-days.

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o

You can download PDF’s or CSV’s by selecting the desired invoice(s) and clicking the appropriate button. CSV options for download include the invoice detail, summary, division or a QuickBooks format.

To view an invoice detail in the portal, click on the blue Invoice number. Click “Back” to go back to the main invoice page.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 23

10. How to Use the Item Catalog

1. Once logged in, click “MY NDCP” and then “Catalog” in the submenu

2. Select your PC Number from the drop down menu at top left.

3. Use the “Search Item Number”, “Search Description” or menu tree on the left to look up items.

* The Item Catalog will display ALL items offered at the distribution center of the selected PC.

However, this does not mean that PC can order all of the items that are shown here. For a list of items available to a particular PC, see the Order Guides page under the Orders menu.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 24

11. How to Create and Edit Users (User Management)

Only Owners and GM level user have access

1. Once logged in, click “MY NDCP”, then “Maintenance”, then “Users” in the submenu

2. Click the “Add” button to add a new user o

Users can also be edited or deleted from the “User Management” page. o

Click on “Reset Password” to generate a new password for a given user; the new password will be displayed on the page and also emailed directly to that user’s security email address.

3. Type in first name, last name, and a unique email address. Check the box if you want to email password to user. Select a role by checking the appropriate box.

NOTE: The User Name and Password will be auto-generated by the system.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 25

4. Highlight the desired PC(s) from the left box, click the “Add” button or “Add All” button to move the PC(s) into the right-hand box.

5. “Ship to any store” Permission allows the user to place Sold-to/Ship-to orders to any other store that user has access to. *New Feature*

6. Click “Submit” button to create the user.

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 26

12. How to Use the PC Snapshot Page

Only NDCP, Dunkin’ Brands, Owner and GM level have access

This page displays a summary of timely, useful information by PCs:

 On left:

– Any order current order messages from NDCP

– Commitments currently shipping

– Past commitment info

– Price change Lists

 On Right:

– Item List available to store and pricing

National DCP | 3805 Crestwood Parkway | Suite 400 | Duluth, GA 30096 p: 770.369.8600 | w: NationalDCP.com p. 27