Online Order Entry Help for Sales Associates


Address Change Request

How do I change the SHIP-TO Customer: information if incorrect?
How do I change the BILL-TO Customer: information if incorrect?

 

Shipping

What does the Requested Delivery Date mean?
How do I enter a future ship order?
What if the customer wants all items on the order shipped together?
Where do I make note to any special shipping instructions?
What happens if I deselect Charge Freight to Customer?

 

Using On-line Order Form

What do I select for Item Category?
If I have NO CUSTOMER NUMBER for the customer what do I do?
What if there is no P.O. NUMBER?
What types of credit cards can be used?
I can’t move pass the first screen.  What do I do?

 

Making Order Changes

How do I change the SHIP-TO Customer: information if incorrect?
How do I change the BILL-TO: Customer information if incorrect?
How do I make changes to a line item?
How do I make changes to the customer header?

 

Canceling an Order

How do I cancel an order?

 

Receiving the Order number

How do I receive my order number?

 

Specific Errors

Error:  Sales/Org/Division not defined for 01!
Error:  Material not defined for division 01!
Error:  Your not authorized to create orders for customer!

 

General Information

If I have any questions about filling out the on-line form who do I call?
What do I need in order to use the On-line Order Form?
What if I don’t have a username and password or I forgot my password who do I call?
Can Managers use the on-line order form to get samples?
What is the Online Order Form?
How do I log on to the Online Order Entry Form?
How do I change my password?

 


How do I change the SHIP-TO Customer: information if incorrect?
The ship-to information cannot be changed on-line.  You will find the current Ship-To information on the Order Review Screen.  If changes need to be made, cancel the order and call Sales Service.

DO NOT list a different Ship To address by adding it to the shipping instructions.  An address added to the Shipping Instructions will NOT impact your order.

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How do I change the BILL-TO Customer: information if incorrect?
The bill-to information cannot be changed on-line.  You will find the current Bill-To information on the Order Review Screen.  If a change is needed, cancel the order and call Sales Service.

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What does the Requested Delivery Date mean?
This is the guaranteed ‘ship date,’ given the order passes all checks and balances (credit is okay and stock is available).  In Order Entry, this will default to today’s date; this means ship today if possible.

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How do I enter a future ship order?
On the order form there is a field called ‘Requested Delivery Date.’ Change the default date of the order to the date you want the order to ship.  This will prevent the order from shipping immediately, and will automatically schedule the order to be shipped on the date requested, as long as credit is okay and stock is available.

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What if the customer wants all items on the order shipped together?
On the order form, there is a field called ‘Ship Complete.’  Place a check mark in the Ship Compete box.

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Where do I make note to any special shipping instructions?
On the order form, there is a field called ‘Shipping Instructions.’  This field area is for any special delivery / receiving instructions that the carrier needs to be aware of.  This field prints on the picking / packing slip. 

DO NOT post a different Ship-To address into the Shipping Instructions.  Examples for this field are:  “Attn:  Joe or Maintenance Department”

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What happens if I deselect Charge Freight to Customer?
By default the customer is responsible to pay freight.  By removing the ü you split the freight charge with SIP.  Half of the freight charge will be your responsibility.  If an account is approved to be freight free, this will default on the order.  Example:  State Chemical GSA

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What do I select for Item Category?
Order Type
Item Category

On Account order

 

TAN

Order with accessories

 

TANN

Sample Fund order

 

ZSAM

UZ Bind Fund

 

ZBIN

Premiums or Appreciation orders/ Payroll deduction

ZAPC


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If I have NO CUSTOMER NUMBER for the customer what do I do?
A customer number is required to enter an order on-line.  You must create the customer first.  The customer can be created off the SIP Support home page.  Sales Service then contacts you with in 4 hours up till 5PM EST with the customer number.  Any submitted after 5PM EST will receive a call the next morning. 

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What if there is no P.O. NUMBER?
P.O. number is a required field.  If there is no P.O. number for the customer, then enter your contact’s name.

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What types of credit cards can be used?
VISA/ MASTER CARD/ AMERICAN EXPRESS 

Note:  Any Ford or State of VA accounts using American Express Purchasing Cards must be called or faxed to Sales Service ONLY.  Do not enter these on-line.


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I can’t move pass the first screen.  What do I do?
Verify all required fields have been filed out (customer number, P.O. number, Item number, Quantity for item) 

Look for:  Did you enter ‘one pack’ for quantity instead of ‘1’?  Did you enter a price in the amount field instead of leaving it blank

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How do I make changes to a line item?
Line Items are (item material, quantity, incr/decr., amount in dollar/percent, item category)

Changes can be done on-line before the [Create] button is selected.  To make a change select the [Back] button.


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How do I make changes to the customer header?
Customer Header items are (customer number, contact, PO number, credit card type, credit card number, expiration date, requested delivery date, charge freight to customer, ship complete, shipping instructions, invoice messages)

Changes can be done on line up before the [Create] button is selected.  To make a change select the [Back] button.


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How do I cancel an order?
An order can be canceled on line up until the [Create] button is selected.  If an order number has been given, call Sales Service State Chemical:  800-852-5669 or UZ Engineering:  800-381-5669.

NOTE:  If the order is sent to the warehouse, the order CAN-NOT be stopped

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How do I receive my order number?
Your order number is created and displayed on the Order Summary screen at the end of the ordering process.

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Error:  Sales/Org/Division not defined for 01!
Verify your customer number.  If you have entered it correctly call Sales Service.  They will verify the customer master.

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Error:  Material not defined for division 01!
Verify your Part number.  

If it is correct, call Sales Service:
State Chemical: 800-852-5669
UZ Engineering: 800-381-5669


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Error:  Your not authorized to create orders for customer!
Verify you logged in the right division 10/ 20.

Is the customer is assigned to you?  If no; you’re not able to place orders for another customer.  If yes; verify customer number entered correctly.  

Then call Sales Service
State Chemical: 800-852-5669
UZ Engineering:  800-381-5669


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If I have any questions about filling out the on-line form who do I call?
Call Sales Service
State Chemical: 800-852-5669
UZ Engineering:  800-381-5669


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What do I need in order to use the On-line Order Form?
A connection to the Internet
Microsoft Internet Explorer 5.5 SP2 or greater
Your user name and password
Your customers account number
Part numbers for items to be ordered


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What if I don’t have a username and password or I forgot my password who do I call?
The Helpdesk 877.998.9929 from 7AM EST to 9PM EST

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Can Managers use the on-line order form to get samples?
Yes.  District managers use your district number as the user name.  Regional managers use your Region number as the user name.  District and Regional mangers use your HTTP password.

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What is the Online Order Form?
The on-line order form enables you to:  Enter customer orders on-line real-time, process customer-specific pricing, gives you the ability to share or charge freight with the customer, lastly you are given instant notification of your sales order number.

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How do I log on to the Online Order Entry Form?

 

 

 

 

 

1.  Enter your Sales Associate Number

2. Enter your password

3. Choose your Sales Organization

4. Distribution Channel should be 01

5. Choose your Division

6. Click the button

If you experience any problems gaining access to the Online Order Entry Form, please contact the Corporate Help Desk.

 

How do I change my password?
You have the option to change your On-line Order Entry password ONLY.  We recommend you keep your assigned password, if you choose to change your password you must remember this password because we no longer have record of it.


1. Enter your Sales Associate Number

2. Enter your password

3. Choose your Sales Organization

4. Distribution Channel should be 01

5. Choose your Division

6. Click the button

7. Enter and confirm your new password

8. Click

If you experience any problems gaining access to the Online Order Entry Form, please contact the Corporate Help Desk.