Shopping Cart: For Transactional Account Users Only

The Shopping Cart area on the Parts & Supplies page displays the parts to be ordered.  This area is populated by the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

The Shopping Cart can be accessed on the Parts & Supplies page (in summary form) as well as during checkout (in detailed form). 

 

NOTE: The Shopping Cart feature (the ability to purchase parts online) is only available for transactional account users.  If you are not a transactional account user, you will have the ability to add items to a personal list that can be emailed, exported to a spreadsheet, or saved to a job. Refer to Personal List for more information.

 

How to add items to the shopping cart (Parts & Supplies page)

Once you access the needed part, click the icon to add the part to the shopping cart (located in the lower right of the Parts & Supplies page). 

 

Parts can be accessed and added to the shopping cart using the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

NOTE: The Shopping Cart feature (the ability to purchase parts online) is not available to all users.  If you cannot add items to the shopping cart, you will have the ability to add items to a personal list that can be emailed, exported to a spreadsheet, or saved to a job. 

 

 

 

How to remove items from the shopping cart (Parts & Supplies page)

Click the trashcan icon to the left of the individual line item to remove the part from the shopping cart (located in the lower right of the Parts & Supplies page). 

 

 

 

How to add items to the shopping cart (Shopping Cart screen)

NOTE: You must be on the Shopping Cart screen to complete these steps.  To access the shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts & Supplies page) or the Go to Cart button located on the Parts & Supplies page. 

 

  1. Enter individual part and quantity combinations in the Add Part: fields.  This function is to manually add parts one-at-a-time.  Use the Part # (non-vendor part number) and Vendor Part # radio buttons to toggle between the part number types.

 

  1. Click the Add to Order button.  The part displays in the table with all other parts to be ordered. 

 

 

 

 

  1. Additional features include:

 

Add more than one part at a time

Click the Continue Shopping button.  The button opens the Parts & Supplies page. 

Once you access the needed part, click the icon to add the part to the shopping cart (located in the lower right of the Parts & Supplies page). 

 

Parts can be accessed and added to the shopping cart using the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

 

Items to note:

  • Parts & Supplies will notify you if invalid part numbers are entered.  Invalid entries remain in the fields for editing.

 

  • Parts & Supplies will notify you if individual vendor part numbers correlate to more than one part number (non-vendor).  Select the correct part number (non-vendor).  

 

How to remove items from the shopping cart (Shopping Cart screen)

NOTE: You must be on the Shopping Cart screen to complete these steps.  To access the shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts & Supplies page) or the Go to Cart button located on the Parts & Supplies page. 

 

To remove individual parts:

 

  1. Click the checkboxes to the left of the individual part(s). 

 

  1. Once all are selected, click the Remove button (located in the lower left of the screen). 

 

  1. Confirm the deletion in the Confirm Check dialog box.  The part is removed from the shopping cart. 

 

To clear the entire shopping cart:

 

  1. Click the Clear Cart button (located in the lower left of the screen). 

 

  1. Confirm the deletion in the Confirm Check dialog box.  The entire shopping cart is emptied. 

 

  1. Additional options include:

 

Return to the Parts & Supplies page

Click the Continue Shopping button.  The button opens the Parts & Supplies page. 

Once you access the needed part, click the icon to add the part to the shopping cart (located in the lower right of the Parts & Supplies page). 

 

Parts can be accessed and added to the shopping cart using the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

Enter individual part numbers and quantities

Enter information in the Add to Order fields. 

 

 

 

How to proceed through checkout

NOTE: You must be on the Shopping Cart screen to complete these steps.  To access the shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts & Supplies page) or the Go to Cart button located on the Parts & Supplies page.  . 

 

View Cart (Steps 1 –2)

 

 

  1. Review the information on the View Cart of the shopping cart process. 

The following options are available while on the shopping cart screen:

 

Edit quantity

Navigate to the Qty column for the part.  Enter the updated quantity in the field.  The information on the table will update. 

 

Add items to the shopping cart

Use the Add to Cart or Continue Shopping features.  Refer to the How to add items to the shopping cart (Shopping Cart screen) section for more information.

 

Remove items from the shopping cart

Use the Remove or Clear Cart features.  Refer to the How to remove items from the shopping cart (Shopping Cart screen) section for more information.

 

View availability

View the information in the Available Qty and Availability Status columns.  Refer to the How to view availability on the Shopping Cart screen section for more information.

 

Save the job

Use the Save Job feature.  Refer to the How to save items to a job section for more information. 

 

Change suppliers

Use the Select feature in the Change Supplier column.  Refer to the How to select a different supplier section for more information.

 

 

  1. Click the Check out button (located in the lower right of the screen) once all the information on the page is correct.  Shipping and Payment opens.   

 

NOTE: The Suggested Add On and Recommended Items features display in a scroll bar at the bottom of the screen.  Suggested Add On is a list of purchasing opportunities defined by your admin, and Recommended Items is a list of parts frequently purchased with your current part selections.  Click the icon to add any of these items to your shopping cart. 

 

Shipping and Payment (Steps 3 –5)

NOTE: If this is the initial time submitting an order toward a supplier, then enter and select the information.  If this is not the initial time submitting an order toward any listed supplier, then review.  The information listed is pulled from the last placed order.  Edit as needed. 

 

 

  1. Enter or review shipping information. 

 

Options in this area include:

 

Add parts to the order

Click the Continue Shopping button.  The button opens the Parts & Supplies page. 

Once you access the needed part, click the icon to add the part to the shopping cart (located in the lower right of the Parts & Supplies page). 

 

Parts can be accessed and added to the shopping cart using the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

Select the appropriate shipping type

Shipping types include Ship to job site, Ship to shop, and Will call. 

Ship to job site and Ship to shop require shipping information.  Edit as needed. 

NOTE: The cash and the check payment options are not available with the Ship to job site and Ship to shop shipping options. 

Will call requires contact information.  Edit as needed.

 

Address missing information alerts

Navigate to the icon in the supplier tab. 

The icon denotes all required fields have data.

The icon denotes one or more required fields are empty.   

 

Toggle among multiple suppliers (if applicable)

Click the tabs.  This feature is only functional in orders containing multiple suppliers. 

 

Use the same information for all suppliers (if multiple suppliers are in use)

Select the Use same information for all suppliers checkbox.  This option is only available if there are multiple suppliers on the order. 

 

 

  1. Enter or review payment information. 

Select the appropriate payment method

The cash and the check payment options are not available with the Ship to job site and Ship to shop shipping options. 

 

Use the same information for all suppliers

Select the Use same information for all suppliers checkbox.  This option is only available if there are multiple suppliers on the order. 

 

 

  1. Click the Please populate all required fields.  Click here to Review order button once all the information on the page is correct.  Order Summary opens. 

NOTE: An address verification feature checks all entered addresses.  Parts & Supplies will not continue if any addresses are incorrect or invalid.  Review and edit addresses if this issue occurs. 

 

Order Summary (Steps 6 –7)

 

 

  1. A summary of the order appears on the screen.  In multiple supplier situations, an order summary will appear for each supplier. 

 

Review the information on the page. 

 

Options on this page include: 

 

Edit previously entered information

Click the Shipping and Payment icon in the top center of the screen to navigate back to previous screens.

 

Add parts to the order

Click the Continue Shopping button.  The button opens the Parts & Supplies page. 

Once you access the needed part, click the icon to add the part to the shopping cart (located in the lower right of the Parts & Supplies page). 

 

Parts can be accessed and added to the shopping cart using the Quick Order, Copy & Paste, and Compare features.  Product Searches and Product Category searches also access individual parts while on the Parts & Supplies page. 

 

 

  1. Click the Place order button once all the information on the page is correct.  A confirmation screen appears (click in window to deselect).  Order Confirmation opens.   

 

Order Confirmation (Steps 8)

 

 

  1. The confirmation summary and number (per supplier) displays.  An order email is sent to the supplier, along with an order confirmation email sent to a company point of contact. 

 

Options on this page include:

 

Print the order confirmation

Click the Print Order Confirmation button (located in the lower right of the screen). 

 

Send a copy of the order confirmation email

Click the Click here link (located in the lower left of the screen).  The Send Additional Email dialog box opens.  Enter the address in the field, and click Send. 

 

Complete the order

Click Done (located in the lower right of the screen).  The Parts & Supplies screen displays.