LOGGING IN
Login (one time password OTP and Username and Password)
If your concern is about security, OTP is best practice
1. Click Login in top right of the Ideal website
2. Enter your email address that is associated with the account
3. Enter the one time email code or choose login with password
4. If you’re setting up a password for the first time, you will need to enter your email to confirm your email address is attached to the account number.
5. You can login with a code at anytime, handy if you forget your password and don’t have time to reset it.
LOGGING IN
Steps on how to log-in
1. Click on Login located in the top right corner of the website
2. Enter your email address that is associated with your Ideal Account.
3. Enter how you would like to login. Either with a 6 digit code or a traditional password. Note: when you setup a password originally you will be sent a one off 6 digit code to validate your email address.
4. You’ll be logged into your portal by default
5. Click Go to store, to access all products
ADDING A USER
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Steps - Once you are inside the portal add a user by following the below steps.
1. Cick on users in the bottom left corner
2. Click on “Add new”
3. Fill in all of the fields with the correct role
4. Select “Send Welcome Email”
5. Click Submit
ADDING A USER
Note: Sending a Welcome Email enables the new user to login directly into your account
INVOICE AND PRICE FILE DOWNLOADS
Steps - After logging in
1. Select Documents in the portal.
2. Select the Location and Document Type, either invoice or price file.
3. Select the format you want the invoice or price file to be in
4. Select the date range by typing in the date or by clicking on the calendar icon highlighted in blue in the below image
5. Add more emails
6. Click “Request”
ACCOUNT SUMMARY
Steps after logging in 1. Select Account Summary
2. You can then see your sales MTD & YTD any outstanding balances and your last sale & payment.
CREATING SAVED LISTS FROM CART
Steps - after logging in - from cart
1. Search for the product/s you want to add to the new saved list
2. Click Add to cart on the product
3. Go to the cart
4. Click Save List
5. Click Save as new
6. Name the Saved List
7. Share with other people within the business (optional)
8. Click Save and share or Save without sharing and you’re done!
CREATING SAVED LISTS FROM ORDER
Steps after logging in - Create from Order
1. Go to your Orders screen
2. Click on the order you would like to create a saved list from
3. Click Create Saved List from Order button
4. Name the Saved List
5. Click Validate Order
6. Click Create Saved List, it will take you directly to the saved list. You’re done!
7. From there you can share, distribute, add to cart and download a PDF.
CREATING SAVED LISTS FROM QUICK ADD
Steps after logging in - Quick Add
1. Navigate to the Saved Lists screen
2. Click on Quick Add in the top right corner
3. Enter the Saved list name
4. Add any comments about this Saved List
5. Search for the Ideal Part Number, Manufacture code or product name in the SKU field
6. Adjust the quantity you need to save on the saved list, this will update the total price.
7. Click Save and you’re done!
CREATING SAVED LISTS FROM UPLOAD
Steps after logging in - Upload CSV or Excel file
1. Click on Saved Lists
2. Click the Upload button
3. Type in a name for your list (e.g. “Weekly Orders” or “Top Sellers”)
4. Download the CSV or Excel template provided on the page.
5. Open the file and fill in the SKU (product code) and quantity in the correct columns.
6. Save your file, then go back to the website and click Validate Spreadsheet
7. Once validated, click Create Saved List — and you’re done!
SHARING SAVED LISTS WITHIN PORTAL
Steps - Share a Saved List within your account portal
1. Inside of the Saved List, click Share
2. Enter the emails (one at a time) on which user you want to send the saved list to. Customer has to be within the account you’re impersonating
3. Click Share - and you’re done!
CREATING QUOTES QUOTES
Steps after logging in - Create a quote from cart
1. From your portal click on Go To Store. This will take you to the product catalog.
2. Add the desired product/s to your cart. Browse the store and add the product(s) you want included in the quote.
3. Click on the Cart icon in the top right corner of the website.
4. Scroll the bottom of that page and click on Request Quote.
5. Enter your reference and comments
Provide any relevant reference information and include comments or special instructions if needed.
6. Click on Request a Quote. All done!
7. Your quote request has been submitted, an Ideal staff member will review pricing and push the quote back to your web account where you can validate the quantity etc and check out online!
CREATING QUOTES FROM SAVED LIST
WEB PROPOSITION 1
How to request a quote from a Saved List
1. Click on Saved Lists
2. Click Request Quote button at the top of the page
3. Enter a reference name/number (optional) To help distinguish the quote
4. Click Create quote
Create a quote will trigger a quote request to be sent to your local Branch. Your quote will say Pending until the branch staff has opened the quote and actioned the pricing and released back to the website which will then show the status of Approved
5. Once you see the Approved status, you can click on add toAll done! Your quote request has been successfully submitted.
SIMPRO INTEGRATION
Steps after logging in - Create a quote from cart
1. From your portal click on Go To Store. This will take you to the product catalog.
2. Add the desired product/s to your cart. Browse the store and add the product(s) you want included in the quote.
3. Click on the Cart icon in the top right corner of the website.
4. Scroll the bottom of that page and click on Request Quote.
5. Enter your reference and comments
Provide any relevant reference information and include comments or special instructions if needed.
6. Click on Request a Quote. All done!
7. Your quote request has been submitted, an Ideal staff member will review pricing and push the quote back to your web account where you can validate the quantity etc and check out online!
CREATING QUOTES FROM SAVED LIST
How to request a quote from a Saved List
1. Click on Saved Lists
2. Click Request Quote button at the top of the page
3. Enter a reference name/number (optional) To help distinguish the quote
4. Click Create quote
Create a quote will trigger a quote request to be sent to your local Branch. Your quote will say Pending until the branch staff has opened the quote and actioned the pricing and released back to the website which will then show the status of Approved
5. Once you see the Approved status, you can click on add toAll done! Your quote request has been successfully submitted.
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