Introduction



Distributor manualContents TOC \o "1-3" \h \z \u Introduction PAGEREF _Toc309395441 \h 31. Login PAGEREF _Toc309395442 \h 41.1 Forgot your password? PAGEREF _Toc309395443 \h 52. Distributor Landing Page PAGEREF _Toc309395444 \h 63. My Account PAGEREF _Toc309395445 \h 84. Manage Shipping Addresses PAGEREF _Toc309395446 \h 94.1 Adding a new shipping address PAGEREF _Toc309395447 \h 104.2 Edit an existing shipping address PAGEREF _Toc309395448 \h 104.3 Delete a shipping address PAGEREF _Toc309395449 \h 115. Purchase Order Manager PAGEREF _Toc309395450 \h 125.1 Adding a new purchase order PAGEREF _Toc309395451 \h 135.2 Editing a purchase order PAGEREF _Toc309395452 \h 136. Order History PAGEREF _Toc309395453 \h 156.1 Repeating an order PAGEREF _Toc309395454 \h 157. Reports PAGEREF _Toc309395455 \h 187.1 Generating a report PAGEREF _Toc309395456 \h 188. Blend Calculator PAGEREF _Toc309395457 \h 219. End User Accounts PAGEREF _Toc309395458 \h 229.1 Adding a new end user account PAGEREF _Toc309395459 \h 229.2 Updating an existing account PAGEREF _Toc309395460 \h 239.3 Manage shipping addresses PAGEREF _Toc309395461 \h 2310. Order Straight Product and / or Equipment PAGEREF _Toc309395462 \h 2610.1 Ordering Straight Product PAGEREF _Toc309395463 \h 2610.2 Ordering equipment PAGEREF _Toc309395464 \h 3211. Order a Pre-approved Blend PAGEREF _Toc309395465 \h 3312. Order a Custom Blend PAGEREF _Toc309395466 \h 4013. Shopping Cart PAGEREF _Toc309395467 \h 4714. Logout PAGEREF _Toc309395468 \h 49IntroductionThis document describes all functionalities that are available on the Eco-Pak website when the user is logged in as a distributor.All images in this document are examples of scenarios in which the Eco-Pak website can be used. In images used to show how to add or update information red icons can be found for certain input / selection fields. The red icon means that this particular field is a required field and needs to be filled out before you can continue to the next step.1. LoginFollow these steps to log in to the Eco-Pak website as a distributor: To get to the login page, click the Distributor Login link in the top part of the page (this link is visible on any page on the Eco-Pak website when you are not logged in yet):After clicking the “Distributor Login” link, you will be redirected to the login page:In order to login you will need to fill out the e-mail address and password that have been assigned to your account.After filling out your e-mail address and password, click the Log in button to log in. In case one of the fields is left empty, or the e-mail address and password do not match, an error message will show up on the page.Note: The password is case sensitive.1.1 Forgot your password?In case you forgot your password, follow these steps to have your password sent to your e-mail address:On the login page, click the “Forgot your password?” link:The following area will become visible, below the login fields:Fill out the e-mail address you use to login to the Eco-Pak website and click the Send password button.After clicking the button, your password will be sent to your e-mail address. The subject of the e-mail is “Eco-Pak - Password”.In case the e-mail address that was filled out does not exist as a user for the Eco-Pak website, you will be notified on the page that no account was found for the given e-mail address.Note: If you receive an e-mail from the Eco-Pak website about your password and you did not request it, please change your password.2. Distributor Landing PageAfter logging in you will be sent to the Distributor Landing Page. This page is the starting point and contains links to all functionalities the Eco-Pak website for Distributors has to offer.The distributor landing page:The same links are available under the Account tab. Hover the mouse cursor over the Account tab and the following list will show up:This way you can access any of the functionalities at any time.All of the available functionality for distributors will be explained in the following chapters.3. My AccountIn case you want to add or update your account information, then you can do this by following these steps:Click the My Account link from the Distributor Landing Page or the drop down menu located under Account.The following page will be displayed:All information can be updated, except for the Customer Number, which is a read-only field. If any of the required fields are left empty or contain invalid values, an error message for this field will displayed for this particular field.As is visible as a notification on the page itself, your current password is always required when updating your account information. The Password and Confirm Password fields are only required when changing your password.After clicking the Update Account Information button you will be redirected to the Distributor Landing Page.4. Manage Shipping AddressesIn case you have more than one location and want to have your order shipped to a different location than the address linked to your account information, then you can add a new shipping address (or manage existing addresses) by following these steps:Click the My Account link from the Distributor Landing Page or the drop down menu located under Account.Click the Manage Shipping Addresses button, which is visible at the top of the page:After clicking the Manage shipping address button, you will be redirected to the following page:The listing contains all shipping addresses that are linked to your account. By default there will be 1 shipping address in the list. This is the address that is linked to your account and cannot be deleted. Any additional addresses can be deleted, if necessary. The address that is the main address that is linked to your account will have the text “This address is linked to your account” next to it. Note: This address, the main address linked to your account, cannot be deleted. This address will also show on the My Account page. From this main shipping address listing page you can now add a new address or edit or delete an existing address.4.1 Adding a new shipping addressIn order to add a new shipping address for your account, follow these steps:Go to the Shipping Addresses listing page as described under Manage Shipping Addresses.Click the Add a new address button.Add all the information for the new shipping address on the Add a new address page.In case you want to use this new address as the default shipping address, check the checkbox after Use as default shipping address.When the address has been marked as “Use as default shipping address”, the text “Set as default shipping address” will show next to the address on the listing page.Click the Add address button to store the new address. You will be redirected to the Shipping Addresses listing page. The new address will be visible in the listing on this page.4.2 Edit an existing shipping addressIn order edit shipping address, follow these steps:Go to the Shipping Addresses listing page as described under Manage Shipping Addresses.Click the pencil under the Edit column for the address you want to edit.The information for the selected shipping address will be loaded in a page similar to the Add a new address page (see Add a new address, step 3).After you are done editing the shipping address information, click Update address button to save the information.You will be redirected to the Shipping Addresses listing page. The updated address information will be visible in the listing on this page.4.3 Delete a shipping addressAny shipping address can be deleted, except the address that is linked to your account. In order to delete a shipping address, simply click the trash can icon under the Delete column.After clicking the delete icon, the following message will show:Click OK to confirm and the address will be deleted. After deleting the address, the listing will be refreshed and the deleted account no longer shows up in the listing.5. Purchase Order ManagerThis chapter describes the functionality of the Purchase Order Manager page that is accessible from the Distributor Landing Page and from the Account drop down menu. The following image shows the Purchase Order Manager with 2 Purchase Orders listed and the area where a new Purchase Order can be added:On this page you will see a listing (if any purchase orders have been added / still have some amount remaining on them) of the following:Product name:The product for which the purchase order has been addedPO Number:The purchase order numberGallons in PO:The original amount that has been added for the purchase orderGallons left in PO: The amount remaining for the purchase orderThe image above contains an example for the Gallons left in PO column. For the purchase order with number 12243 (the top row), 58 gallons are still remaining.This page can be used to add 1 or multiple purchase orders before going through the process of ordering straight products or blends. Purchase orders can be added when going through the steps of placing an order as well as a similar Purchase Order Manager functionality is one of the checkout steps.5.1 Adding a new purchase orderTake the following steps to add a new purchase order:Click the Purchase Order Manager link from the Distributor Landing Page or the drop down menu located under Account.Select the product you want to add a purchase order for from the Product dropdown list.Enter the purchase order number in the Purchase order number field.Enter the amount in gallons for the purchase order in the Gallons field.Click the Add purchase order button to store the purchase order information. The purchase order list will be refreshed and the new purchase order information will be visible in the purchase order list.5.2 Editing a purchase orderNote: This can only be done for purchase orders that have not been used for any order yet. Once the purchase order has been used for an order and still has some quantity remaining on it, it can no longer be edited.Take the following steps to edit a purchase order:Click the Purchase Order Manager link from the Distributor Landing Page or the drop down menu located under Account.Click the edit icon (the pencil) for the purchase order you want to edit (if no pencil icon shows up, the purchase order can no longer be edited)You will be redirected to the Update Purchase Order Information page:After updating the information for the purchase order, click the Update purchase order information button to store the updated information.You will be redirected to the Purchase Order Manager page and the updated purchase order information will be visible in the purchase order list.6. Order HistoryOn the Order History page you can see a listing of all orders that have been placed:Columns of the list on this page:Order date:The date when the order was placed.Order #:The number of your pany name: The company name for which the order has been placed. This can be your company name, or any of the companies you place orders for.Customer #:The customer number of the company for which the order was placed.Customer type:In case you placed an order for yourself “Distributor” will show in this column. In case the order was placed for one of your customers, “End user” will show in this column.Order type:There are 4 order types: Straight productPre-approved blendCustom blend EquipmentStatus:The status of the order.Click on the View order link to view the details of the order. From the Order Information page you can place this same order again. Depending on the order either a list of straight products will be listed (for straight product orders) or the blend information (for a pre-approved or custom blend) will be displayed. Both types of orders may also have a listing of equipment on the page, if equipment was part of the order.The Order Information page also features the order status information at the bottom of the page. This information includes the order status, carrier that is used for shipping your order, the carrier URL and tracking number to track your order (if available) and a delivery date (if available).6.1 Repeating an orderWhen viewing the order information of an order listed in the order history, you may repeat part of or the entire order.Repeating a straight product order:When viewing the order information of a straight product order, the following lists may be visible:In case you want to order the straight product for the same quantity as this order, simply check the checkbox on the row of the product in the Ordered Products list.In case you want to order the same equipment in the same quantity as listed under Equipment Ordered, simply check the checkbox of the equipment you want to order again.When you are finished selecting what you want to order, click the Continue to checkout button and you will be redirected to the Shopping Cart page.Repeating a blend order:When viewing the order information of an order listed in the order history, you may repeat part of or the entire order.Repeating a straight product order:When viewing the order information of a blend order, the following lists may be visible:Labels and MSDS are listed per product.In case you want to order the blend again for the same quantity as this order, check the checkbox “Check this checkbox in case you want to order this blend again”. In case you want to order the same equipment in the same quantity as listed under Equipment Ordered, simply check the checkbox of the equipment you want to order again. (In the example above no equipment was part of the order.)When you are finished selecting what you want to order, click the Continue to checkout button and you will be redirected to the Shopping Cart page.7. ReportsThe Eco-Pak website features reporting capabilities to generate reports that include the total amount of straight products and / or blends that were ordered between a start and an end date. How to generate and what is displayed on the report pages will be explained in this chapter.7.1 Generating a reportIn order to generate a report, follow these steps:Click the Reports link from the Distributor Landing Page or the drop down menu located under AccountYou will have to fill out some selection options before you can generate the report:The information that is needed to generate a report is the following:Start date:The start date of the date range for which you want to generate a report. Orders that have an order date that is equal to or a date after the start date will be included in the report.End date:The end date of the date range for which you want to generate a report. Orders that have an order date that is equal to or a date before the end date will be included in the report. This date also needs to be equal to or a date after the start date.Select an account:The account you want to generate a report for. The first item in this dropdown list is your own account. All items below this item are end user accounts.Note: The Generate Report button will become clickable once a start and end date have been filled out and an account has been selected. At least one of the options “Include straight products in report” and “Include blends in report” needs to be selected. If both are unchecked the Generate Report button will be disabled. In case both of the checkboxes are left checked, the report will include both straight product orders and blend orders that have been placed between the start date and end date that have been filled out. In case only one is selected, only orders for the selected order type will be listed in the report.After clicking the Generate Report button the input fields and selection options will be hidden and a report will be displayed, for example:This report shows both a straight product order and a blend order.The columns in the report:Name: The name of the product or blend. In case of a blend, the products will be listed as well. The listing of the products includes the percentages per product in the blend as well as the total amount of each product in the blend calculated over the total quantity of the blend that was ordered.Total Gallons: The total amount in gallons of the blend or product that was ordered between the given start and end date.Type:The order type; straight product or blend. This column is only visible when the report contains both types of orders. In case the report is generated for straight product orders only, then this column will not be visible (same goes for blend orders only).Other items on this report page:Change the report options or generate a new report link; Click this link to change the current settings for the report or generate a new report. The report will be hidden and the input andselection options will become visible again.Print button; Click this button to print the report.View details link in report: Click this link to view a report of all orders that contain a certain product or blend.This detailed report will show all orders that have been placed between the given start and end date that contain the product or blend for which the View details link has been clicked.For example, for a straight product, the following will be displayed:For a blend, the following will be displayed:For both order types (straight product or blend), you can click the Go back to main report list link to go back to the main report, which lists the totals ordered per product / blend.For both order types the same listing is displayed. The columns in the listing:Order number: The order numberOrder date: The date when the order containing the product / blend was placedShipment date:The date when the order was shipped (if available)Gallons in order:The amount in gallons for the ordered product / blend Order information:For straight products this will be the product name, for blends this will display the products in the blend, the percentages per product in the blend, the total amount in gallons of each product in the blend for that particular order and the purchase order numbers that were used per product per order.This page can be printed as well by clicking the Print button.8. Blend CalculatorThis blend calculator is for informational purposes only. The blend calculator can be accessed by clicking the Blend Calculator link from the Distributor Landing Page or the drop down menu located under Account. 9. End User AccountsWith the contact manager you can manage all of the end user accounts of your customers. The following sections describe how to add a new account and manage shipping addresses per customer.9.1 Adding a new end user accountTo add a new end user account, follow these steps:Click the End User Accounts link from the Distributor Landing Page or the drop down menu located under AccountOn the Contact Manager page, click the Add a new end user account button:Fill out all required input fields and click the Create account button to create the account: An e-mail will be sent to the e-mail address that was used to create the account. This e-mail contains login information about the new account.You will be redirected to the Contact Manager page which now shows the new account in the listing.9.2 Updating an existing accountInstead of clicking the Add a new end user account button, simply click the pencil icon for the end user you want to update the information for. This will take you to a similar screen as the Create a New End User Account page, except all of the information has already been filled out.After updating the information, click the Update account information button and you will be redirected to the Contact Manager page which will show the listing of end user accounts which includes the updated account information.9.3 Manage shipping addressesThe following steps describe how you can add and update an end user’s shipping addresses.Click the Manage shipping addresses link for the end user for which you want to add, update or delete one or more shipping addresses.The Shipping Addresses page lists all available shipping addresses for the selected end user:By default there is always 1 address in the list. This is the address linked to the end user account and cannot be deleted.Click the Add a new address button to add a new address, click the pencil icon to edit an address from the list or click the trash can icon to delete an address.Adding an address: Fill out all required fields on the Add a New Address page.When you are finished, click the Add address button to store the new address information. After this, you will redirected to the Shipping Addresses page which now includes the new address.Updating / editing an address:After clicking the pencil icon for the address you want to edit / update, you will be redirected to the update address page:Update the information on the Update Address page.When you are finished, click the Update address button to store the address information. After this, you will be redirected to the Shipping Addresses page which now includes the updated address information.Deleting an address:Simply click the trash can icon for the address you want to delete. A confirmation popup will be displayed to confirm the deletion of the selected address.10. Order Straight Product and / or EquipmentThe following sections describe how to place an order for straight products or equipment. Note that in the examples used, only 1 item of each is used, but you can add as many products and equipment to the shopping cart as you like. Also note that a straight product order can contain both straight products and equipment.10.1 Ordering Straight ProductIn case you want to order a straight product, follow these steps:Click the Order Straight Product and / or Equipment link from the Distributor Landing Page or the drop down menu located under AccountYou will be redirected to the Browse Straight Products & Equipment page, which will initially show with the following options:Click the Browse straight products button for adding a straight product to your shopping cartBrowsing straight products:After clicking Browse straight products the following options are available:- Manufacturer:Select a manufacturer for which you want to see the products- Product:Select a product from the list of products directlyBoth of these options will fill a list, as shown in the example image above, showing all products for the selected manufacturer or just the selected product from the products list.Click the Clear search button to clear the list of products and reset the dropdown lists (manufacturer and product) to their default settings.Select a product from the list. After clicking the selected product you will be redirected to the product detail page. In the example image below the product detail page for Accord XRT II is shown:In order to add the selected product to your shopping cart, you will have to fill out the following fields:- Quantity to order: The quantity you want to order, in gallons- Container:Select a container size from the dropdown list which contains all available container sizesIn case you want to have the containers short filled, then you can fill out the short fill quantity in the Short Fill To field (this is not required, leaving this empty means that the containers will need to be filled completely).This page also features product information, including links to the Label and MSDS information.Click the Add to cart button (located on the bottom right of the page) to add the product to your shopping cart.In case you want to go back to the Browse Straight Products & Equipment page, click the Back to browse catalog button located at the top of the page.When you are ready to check out, click the Checkout now button on the shopping cart page.The first step of the check out process is the Purchase Order Manager. Below you will see part of what the screen looks like:On the screen you will notice the following input fields:PO Number to Eco-Pak: Number used by Eco-Pak to invoice the service chargesGallons to use: This field is shown on each row for all available purchase orders per product. Using these input fields, you can specify the quantity to use per purchase order. In the example above 200 may be filled out in the Gallons to use field. Click the Update button on the row of the purchase order when you are done assigning the quantity to use for that purchase order.Note: If no purchase orders have been entered for a particular product, a red warning / notification will be shown in the place of the list in the image above. You can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page.In case the remaining purchase orders have less than the ordered quantity left, you can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page. For example: When ordering 500 gallons of a product, but the remaining purchase order (or the remaining purchase order combined) only has 200 gallons left on it, you will need to add a new purchase order.Add a New Purchase Order:1. Select the product you want to add a purchase order for from the Product dropdown list.2. Enter the purchase order number in the Purchase order number field.3. Enter the amount in gallons for the purchase order in the Gallons field.4. Click the Add purchase order button to store the purchase order information. The purchase order list for the product for which you added the purchase order will be refreshed and the new purchase order information will be visible in this list and is ready to be used for your order.Note: In case you have added any equipment to your order, then this will not be visible on this purchase order manager page. Only product information is visible on this page.Once the Quantity selected from purchase orders is equal to the Quantity ordered for each product, the Continue > buttons (located at the top and at the bottom of the page) will become clickable. The numbers listed with Quantity selected from purchase orders and Need to complete this product will also change from red to green for each completed product in your order:Click any of the Continue > buttons to continue the checkout process.The next step of the checkout process is selecting a shipping address:On this page you can select the shipping address you want to have the order shipped to. In case you need to add a new customer account or a new shipping address for company, then you can do so by clicking the Add a new distributor shipping address (for your account) or Add a new end user (for new customer accounts) links. The Add a new distributor shipping address will take you straight to Add a new address page as described in 4.1 Add a new shipping address. After adding a new address, you will be redirected to the Shipping Information (as displayed in the image above) which includes the shipping address that has just been added.The Add a new end user link works in a similar way and will take you straight to the Create a New End User Account page. After all new account information has been filled out and clicking the Create account button, you will be redirected to the Shipping Information page (as displayed in the image above) which includes the end user account that has just been added.The Customer Type column is displayed to show which of the shipping addresses are addresses for your company and which of the address are shipping addresses of your customers.After selecting a shipping address, the list of shipping addresses will no longer be visible. The selected shipping address will be visible instead:In case you want to change the selected address, click the Select a different shipping address to select a different address from the list.Fill out any additional comments for Eco-Pak in the Additional comments area.Click the Continue > button to go to the next step of the checkout process.The final step of the checkout process is the Order Overview:On this page you will see an overview of all the items in your order (straight products and / or equipment), the selected shipping address, the PO number for Eco-Pak and your comments. If everything is correct (or after you have updated some information, for example your comment), click the Place order button to place the order.After clicking the Place order button you will be redirected to a confirmation page. You will also receive a confirmation e-mail from Eco-Pak which contains your order information. In case you placed the order for a customer, then they will also receive a confirmation e-mail for this order.For any status change and activity related to your order you will receive e-mail updates.10.2 Ordering equipmentIn case you want to order equipment only, the steps will be similar to placing a straight product order, except the Purchase Order Manager step will be skipped.11. Order a Pre-approved BlendFollow these steps to order a pre-approved blend:Click the Order a Pre-approved Blend link from the Distributor Landing Page or the drop down menu located under AccountThe first step of ordering a pre-approved blend starts with the selection of a blend:Click the Select blend link for the blend you want to order.After clicking the Select blend link you will be redirected to the Selected Blend page:On this page you will need to fill out the total number of gallons to order and container size fields.In case you want the selected container type short filled to a certain amount, then you can fill out the short fill to quantity in the short fill to field.In case you want to select a different blend, then you can go back to the list by clicking the Select a different blend link.Once you are done filling out the required information, click Continue > to continue.Note: The minimum amount to order for a blend is 60 gallons.The next step of the check out process is the Purchase Order Manager. Below you will see part of what the screen looks like:On the screen you will notice the following input fields:PO Number to Eco-Pak: Number used by Eco-Pak to invoice the service charges. In case your blend contains oils or dyes, this field may be left empty.Gallons to use: This field is shown on each row for all available purchase orders per product. Using these input fields, you can specify the quantity to use per purchase order. In the example above 50 gallons may be filled out for one product and 150 gallons for the other product in the Gallons to use field. Click the Update button on the row of the purchase order when you are done assigning the quantity to use for that purchase order.Note: If no purchase orders have been entered for a particular product, a red warning / notification will be shown in the place of the list in the image above. You can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page.In case the remaining purchase orders have less than the ordered quantity left, you can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page. For example: When ordering 500 gallons of a product, but the remaining purchase order (or the remaining purchase order combined) only has 200 gallons left on it, you will need to add a new purchase order.Add a New Purchase Order:1. Select the product you want to add a purchase order for from the Product dropdown list.2. Enter the purchase order number in the Purchase order number field.3. Enter the amount in gallons for the purchase order in the Gallons field.4. Click the Add purchase order button to store the purchase order information. The purchase order list for the product for which you added the purchase order will be refreshed and the new purchase order information will be visible in this list and is ready to be used for your order.Note: In case you have added any equipment to your order, then this will not be visible on this purchase order manager page. Only product information is visible on this page.Once the Quantity selected from purchase orders is equal to the Quantity ordered for each product, the Continue > buttons (located at the top and at the bottom of the page) will become clickable. The numbers listed with Quantity selected from purchase orders and Need to complete this product will also change from red to green for each completed product in your order:Click any of the Continue > buttons to continue the checkout process.The next step of the checkout process is selecting a shipping address:On this page you can select the shipping address you want to have the order shipped to. In case you need to add a new customer account or a new shipping address for company, then you can do so by clicking the Add a new distributor shipping address (for your account) or Add a new end user (for new customer accounts) links. The Add a new distributor shipping address will take you straight to Add a new address page as described in 4.1 Add a new shipping address. After adding a new address, you will be redirected to the Shipping Information (as displayed in the image above) which includes the shipping address that has just been added.The Add a new end user link works in a similar way and will take you straight to the Create a New End User Account page. After all new account information has been filled out and clicking the Create account button, you will be redirected to the Shipping Information page (as displayed in the image above) which includes the end user account that has just been added.The Customer Type column is displayed to show which of the shipping addresses are addresses for your company and which of the address are shipping addresses of your customers.On this page you can also add equipment under the Add Equipment section. In order to add equipment, simply select the equipment you want to add to your order from the dropdown list and fill out the quantity. Finally click the Add to order button and the equipment will be added to your order. Repeat this for additional equipment you would like to add to your order.After selecting a shipping address, the list of shipping addresses will no longer be visible. The selected shipping address will be visible instead:In case you want to change the selected address, click the Select a different shipping address to select a different address from the list.Fill out any additional comments for Eco-Pak in the Additional comments area.Click the Continue > button to go to the next step of the checkout process.The final step of the checkout process is the Order Overview:On this page you will see an overview of all the products in the selected blend, any equipment you may have added to your order, the selected shipping address, the PO number for Eco-Pak and your comments. If everything is correct (or after you have updated some information, for example your comment), click the Place order button to place the order.After clicking the Place order button you will be redirected to a confirmation page. You will also receive a confirmation e-mail from Eco-Pak which contains your order information. In case you placed the order for a customer, then they will also receive a confirmation e-mail for this order.For any status change and activity related to your order you will receive e-mail updates.12. Order a Custom BlendFollow these steps to place an order for a custom blend:Click the Order a Custom Blend link from the Distributor Landing Page or the drop down menu located under AccountThe first step of creating the blend is selecting the products and specifying the percentage for each of these products on the Create a Custom Blend page:You can also add a dry flowable product to your blend. When doing this, select a product from the dry flowable products dropdown list, specify the unit of measure and fill out the purchase order number.On this page you will need to fill out the total number of gallons to order and container size fields.In case you want the selected container type short filled to a certain amount, then you can fill out the short fill to quantity in the short fill to field.Note: As is visible in the image above, the red notification text is there to let you know that: 1. Your blend needs to be approved first before the order is processed 2. The minimum amount to order is 60 gallons Once you are done creating the blend, the total of the percentages combined equals 100% and you have filled out all the required information, click the Continue > button to go to the next step.After creating the blend, the purchase order manager page is the next step of ordering the custom blend. This page features several sections.At the top of the page you will find an overview of the blend you have just created:All products that have been selected for the blend are displayed in the table with their corresponding percentages. Below this information, the rest of the purchase order manager is visible: On the screen you will notice the following input fields:PO Number to Eco-Pak: Number used by Eco-Pak to invoice the service charges. In case your blend contains oils or dyes, this field may be left empty.Gallons to use: This field is shown on each row for all available purchase orders per product. Using these input fields, you can specify the quantity to use per purchase order. In the example above 50 gallons may be filled out for one product and 150 gallons for the other product in the Gallons to use field. Click the Update button on the row of the purchase order when you are done assigning the quantity to use for that purchase order.Note: If no purchase orders have been entered for a particular product, a red warning / notification will be shown in the place of the list in the image above. You can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page.In case the remaining purchase orders have less than the ordered quantity left, you can enter new purchase order information in the section Add a New Purchase Order at the bottom of the page. For example: When ordering 500 gallons of a product, but the remaining purchase order (or the remaining purchase order combined) only has 200 gallons left on it, you will need to add a new purchase order.Add a New Purchase Order:1. Select the product you want to add a purchase order for from the Product dropdown list.2. Enter the purchase order number in the Purchase order number field.3. Enter the amount in gallons for the purchase order in the Gallons field.4. Click the Add purchase order button to store the purchase order information. The purchase order list for the product for which you added the purchase order will be refreshed and the new purchase order information will be visible in this list and is ready to be used for your order.Note: In case you have added any equipment to your order, then this will not be visible on this purchase order manager page. Only product information is visible on this page.Once the Quantity selected from purchase orders is equal to the Quantity ordered for each product, the Continue > buttons (located at the top and at the bottom of the page) will become clickable. The numbers listed with Quantity selected from purchase orders and Need to complete this product will also change from red to green for each completed product in your order:Click any of the Continue > buttons to continue the checkout process.The next step of the checkout process is selecting a shipping address:On this page you can select the shipping address you want to have the order shipped to. In case you need to add a new customer account or a new shipping address for company, then you can do so by clicking the Add a new distributor shipping address (for your account) or Add a new end user (for new customer accounts) links. The Add a new distributor shipping address will take you straight to Add a new address page as described in 4.1 Add a new shipping address. After adding a new address, you will be redirected to the Shipping Information (as displayed in the image above) which includes the shipping address that has just been added.The Add a new end user link works in a similar way and will take you straight to the Create a New End User Account page. After all new account information has been filled out and clicking the Create account button, you will be redirected to the Shipping Information page (as displayed in the image above) which includes the end user account that has just been added.The Customer Type column is displayed to show which of the shipping addresses are addresses for your company and which of the address are shipping addresses of your customers.On this page you can also add equipment under the Add Equipment section. In order to add equipment, simply select the equipment you want to add to your order from the dropdown list and fill out the quantity. Finally click the Add to order button and the equipment will be added to your order. Repeat this for additional equipment you would like to add to your order.After selecting a shipping address, the list of shipping addresses will no longer be visible. The selected shipping address will be visible instead:In case you want to change the selected address, click the Select a different shipping address to select a different address from the list.Fill out any additional comments for Eco-Pak in the Additional comments area.Click the Continue > button to go to the next step of the checkout process.The final step of the checkout process is the Order Overview:On this page you will see an overview of all the products in the selected blend, any equipment you may have added to your order, the selected shipping address, the PO number for Eco-Pak and your comments. If everything is correct (or after you have updated some information, for example your comment), click the Place order button to place the order.After clicking the Place order button you will be redirected to a confirmation page. You will also receive a confirmation e-mail from Eco-Pak which contains your order information. In case you placed the order for a customer, then they will also receive a confirmation e-mail for this order.For any status change and activity related to your order you will receive e-mail updates.13. Shopping CartThe Shopping Cart is part of the ordering process when ordering straight products and / or equipment. The ordering process for ordering a blend does not include the shopping cart.The Shopping Cart can be accessed at any time by clicking the Shopping Cart link in the dropdown menu under Account:When you have added 1 more products and / or equipment to your shopping cart, the shopping cart may look like the following example: In the example image you can see that the product Accord XRT II has been added to the shopping cart. The quantity of the order for the product is 200 gallons, the selected container size is a 5 Gallon Cube and for this particular product the containers will have to be filled completely, because the Short Fill To field is empty. In case you want the containers short filled to a different quantity than the actual container size, then you can update this in the shopping cart.In the example image you will also notice the red notification / warning text. On the Shopping Cart page the total amount of containers is calculated for all products that share the same container size. In the example above 200 gallons of Accord XRT II in 5 Gallon Cubes has been added to the Shopping Cart. According to the notification text, this fills 40 cubes, which fills 1 pallet completely and there is room left for 8 more containers to fill up the second pallet.In order to fill up the second pallet in this example, you would have the following option:Change the quantity from 200 gallons (= 40 containers) to 240 gallons. This would fill 48 5 Gallon Cube containers in this example, which fills 2 palletsAdd a different product in a 5 Gallon Cube container to the cart. In order to fill 8 additional 5 Gallon Cube containers, the quantity for this product will have to be either 40 gallons or the containers will have to be short filled to a quantity that will fill 8 containers.In the example image you can also see a line for equipment. In this example 1 Pacer Pump has been added to the shopping cart.The quantity for both products and equipment can be updated in the shopping cart at any time. In this example, the user could update the quantity and short fill to quantity for the product and the quantity for the equipment in the shopping cart.The following options are also available on the Shopping Cart page as buttons:Update shopping cart: In case the quantity or short fill to quantity of one or more products need to be updated (for example: update the quantity to fill up a pallet) and / or if you need to update the quantity of the equipment in your shopping cart, then this button needs to be clicked when you are done to apply the updates to the items in your shopping cart.Note: Setting the quantity of an item to 0 will remove it from your cart.Clear shopping cart: In case you want to remove all items from your shopping cart, click this button.In case you don’t want to remove everything, but only want to remove 1 or a couple of items, then set the quantity for the items you want to remove to 0 and click the Update shopping cart button instead (see #1).Continue shopping: This will take you back to the Browse Straight Products & Equipment page.Checkout now: This will take you to the first step of checking out.14. LogoutIn order to log out, follow these steps:Click the Logout link from the Distributor Landing Page or the drop down menu located under Account.After clicking the Logout link you will be redirected to the Eco-Pak home page. ................
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