Introduction to CommerceMSC Industrial

9/2011

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Logging on

Depending on the intent there are two user ids for certain people

One is the user id that allows ordering

Second user id allows approvals

� If the user is placing an order, the user id is the user’s email address without the ‘.com’, i.e. mscuser@mscdirect

� If the user has an order to approve the user id is the same as the user id preceded by ‘APPROVER_’, i.e., APPROVER_mscuser@mscdirect

� To view detailed instructions click on ‘Contact Us’

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Your username is your email address without “.com”

Log-In Page for non-Approvershttp://commerce.workflowone.com

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Home Page

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Selecting a Catalog

Chose from either the images in the body of the screen or from the category’s

listed down the left side of the page.

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Selecting an item

By choosing Business Cards

you are taken to a list of all

available envelopes within that

category for ordering

Choose Template indicates a

variable POD item

Order Qty allows a desired quantity

to be entered without having to

leave the page.

Notice the trail at the top of the

screenProducts>Corporate Stationery

Business Cards

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Choosing a Template item

Preview a detail view of

the selected item.

Notice the information

below the item:

Item #

Item quantity available

Select Create NEWwhen ready to start

entering in the variable

information

Notice the trail above the item’s imageProducts>CORPORATE STATIONERY>BUSINESS CARDS>BUSINESS CARDS-MSC IND Direct

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Entering Variable Information

Fill in all pertinent information.

Be sure to enter all information

using the format shown in the

examples

Save to continue

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Rendered Image

Item renders in a detail view with all entered info. Below the envelope you can:

Edit – to redo something you may have mistyped

Remove – to delete this item

View PDF – for a larger, crisp view of your rendered item (open to save)

If you are satisfied with the proof, simply add the Order Quantityfrom the drop down and click on Add to Order

Remember that YOU are responsible for the accuracy of the information entered

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View Cart – Cost Centers

Because there are more than 50 cost centers

available the system requires a search. Click

on the binoculars to enter in search

parameters. If you do not know the cost

center information click on the ‘To View your

Cost Centers Click Here’ to open a popup

and find the your cost center #.

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View Cart completed

Once your cost center populates, enter in ‘Special Instructions’. These help with the

product delivery.

Save Changes – if you want to adjust the qty

Cancel Order – remove the order information entirely

Continue Shopping – add more items to your cart

CHECK OUT>

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ShippingSelect your shipping address from the

drop down by selecting the binocular icon to search (see next page) or

simply create a new shipping address of your own.

Each time you log back on the newly created shipping address will be there.

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Shipping Search

Since there are over 50 Shipping

Addresses available you must

select the binocular icon to

search.

The Advanced Search appears

where you can expand the box to

show several fields. Simply enter

in any parameter affiliated with

an address and hit search. A

drop down will appear where the

shipping address can be

selected.

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Submit

Order is ready to

be submitted-

Option exists to

email a copy of

the order to

another person.

VERIFY ALL

INFORMATION

SUBMIT!

Notice the Approval Required area – all orders must be approved!!!

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Submitted Order

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Top Menu

Home – returns the user to the main page with catalogs

and order history

Products – list of catalog(s)

View Cart – saved items in cart

Orders – history of orders

Admin – area to adjust user information

Contact Us – contact information – help phone #

Log off – ends

Search box:

Searches:

Item #

Item description

Long detailed

description

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Order Information

Orders area shows order

status(es)

Order Search•Order id – search by

sbmitted order #

•Date Range – enter in

start/finish date

•Last n Orders – last # of

orders submitted

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ADMIN - Changing User info

Once you have gotten

into the site you can

change your user

information at any

point:

••First NameFirst Name

••Last NameLast Name

••Email AddressEmail Address

••User NameUser Name

••PasswordPassword

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Contact Us

Contact Maurice Rodriguez at

212.844.7105

Or

email

maurice.rodriguez@workflowone.com

with any questions

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Approver sign on

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Landing page for an Approver

Approvers only have the ability to approve/edit/deny orders when logging on

Click on ‘Awaiting Approval’ for orders needing attention

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Order Screen

Clicking on ‘Awaiting

Approval’ will expand

the screen to show all

Pending Orders.

Orders highlighted in

BLUE need attention.

Click on the blue order

id to proceed.

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Approving OrdersOrder in its entirety is

displayed, to include, item,

user, shipping, billing

information, etc..

To continue, enter comments

and Approve, Decline or Edit

Order.

If approved the order is

complete. If declined the

order is cancelled and will

need to be re-ordered by the

user. User will be notified

automatically.

Any comments entered will

return back to the user in an

email indicating the order

status.

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Editing Order

If ‘Edit’ is chosen, the approver has the ability to change:

Cost Center, Special Comments, Remove the item, and/or adjust the desired qty.

The option to add more items to the order is prohibited and unavailable.

In order to VIEW the item proof, simply click on the ID.

Check out to continue

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View/Edit Proof

Selecting the item name in

the view cart shows the detail

view. To view a larger image,

click on ‘View Proof’. This

will open a new window in

Adobe (make sure popup

blocker is turned off).

If an edit is necessary select

‘Edit’ and adjust applicable

fields.

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Editing PDF (proof of b/c)

The feature to edit the item exists

as well as ‘View Proof’.

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Editing order cont’d

Option to adjust the

Shipping method and

Shipping address are

also available to the

approver

Continue

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Submitting Approved Order