Banner Discounts e guide

Online Ordering Guide & Tips

Logging In Go to www.BannerUK.com and you will arrive on the page below.

You will then be presented with the sign in screen, please enter your details in the boxes and hit ‘Log in’ to proceed.

Click on ‘Shop’ to access the online ordering portal

Landing Page Once logged in you will be presented with the below page.

Customer service details listed here, this feature contains your internal account managers details, such as their email and telephone number.

Advanced Solr search function is live – This function will offer Customer search criteria, category and brand matches

Account services drop down – displays services.

Search via departments from the sub headings listed. This will return multiple results.

Toner finder helps you find all the consumables by your machine model.

Alternative way to search for your products using the icons rather than the departments at the left hand side. Works in the very same way.

Search Results Solr search will offer customers search suggestions, category and brand matches from their search criteria

Search for item – ie ‘Pen’.

Search suggestions, category and brand choices will appear

Search Results Solr search will offer customers search suggestions, category and brand matches from their search criteria. Category's and brands are displayed with the results and can be refined further if required

After selecting a product category you are the presented with a list of search results to filter further if needed.

Thumbnail image displayed here. This can be enlarged with the view option.

Add items to basket here populating the quantity needed.

Against each category shows the stock. this stock section is relevant to your delivery location. At this stage will you know that is exactly available to you to ensure all is up to date please refresh using the update basket.

Non core price displayed in black.

Core items ‘Red’

Product Details When you click into a product you will see the below screen whilst highlighting the specifics that are useful.

Stock is located here. This is live and updates every 20 minutes. The next slide details the functionality of the current stock.

This feature contains information such as H&S and COSH sheets.

Detailed description is located here. This contains information such as pack size and other detailed information.

Here you have the option to add to basket and to favourites.

Alternative linked products to your search results.

Also giving the ability to add these items immediately to a basket.

Displayed here are products that are linked to your search results.

Stock Availability The stock availability has evolved and now offers you stock available to your location.

If you see the Green box – this reflects the stock in location. The amount shown here is what is available to the location selected as shown.

When this location is changed the stock updates accordingly as show here. The stock has reduced from 8606 to 8594 from swapping.

Shopping Basket Once you have complete your order you can click through to the basket that's in the right hand corner of the screen. You will then see the below.

Quick add feature this giving you availability to add to basket while continuing your current function.

You have the option at this point to tick the box and delete after updating at the bottom.

Once all the order is correct click proceed to checkout for next stage.

Price details located here, in red highlighting the core total. In black the non core total.

As mentioned in an earlier slide, this stock section is relevant to your delivery location. At this stage will you know that is exactly available to you to ensure all is up to date please refresh using the update basket.

Shopping Basket Optimize Function The next stage of the shopping basket is the optimise function. This offers you the most cost effective products in place of what you have selected.

The green tick placed here is to indicate you have already selected the most cost effective alternative.

This is what you will see when the optimise function has found you a cheaper alternative.

Saving total of this amount

IF you don’t want the optimised item the click the green tick

Mentioned in the previous slide this stock number is the number specifically available to you based on the warehouse that your goods are shipped from.

The sub total details located here and the option to proceed to the next stage of the basket.

Delivery Select When proceeding through to your basket you will be presented with the below screen. This gives you the option to select the relevant delivery address. This would normally be pre populated.

This is the drop down box for you to select the correct delivery address before you confirm your order.

Once you have selected the address from the drop down box it will self populate here.

This is the cost centre field that you can enter a cost centre. If you have pre loaded CC you will be able to select from drop down

Finalise Basket Finalise basket is the last step to ensure your basket is correct and enter your purchase order number before placing the order.

Insert confirmation email here if you want to send it to a different email address.

Enter your unique purchase order number here ‘or’ We can now add a pre populated Purchase Order number by Account level if required – ask your account manager

The option to go back if any details are not correct.

Order summery here to ensure all details are correct before proceeding.

Place your order when all fields are correct.

Favourites Here you can review, add and remove the items you have added to favourites.

Favourites is a selection of items specific to the user log in to list favourable items.

From here you can also add to your shopping basket. The feature is listed to the right hand side of the screen as circled below.

The quick add feature helps add items to your basket quicker from your favourites screen.

Delete items from your favourites when you no longer wish to have listed here and update

Add the quantity and then add them to the basket from your favourites. You can select multiple lines to an order from this screen.

Frequent Buys Once you are in this section of the features you will see the below. Frequent buys displays the most order items on your account. It will display 100 of the most frequent items purchased.

Frequent buys is divided into the category to make finding items easier.

You have an option to add the items directly to a basket if required.

Order Tracking This feature gives the end user the control over tracking their own orders. With this feature you can check times of delivery, who signed for a delivery and access POD’s for signature.

Important: you must always switch to the correct account before try to search for your relevant orders

You can search for an order using a date range. Useful if you don't have the order number.

This option here gives the ability to search for an order that has been referred or the last 100.

More specifically you can search for an order with the end user or Banner order numbers.

Order Tracking - Referred Orders This feature gives the end user the control over tracking their own orders. With this feature you can see where orders are sat and at what stage they are at in the approval stage.

By clicking in this area you are then able to see where and what stage your orders are at

This will show you the stages that your order is. You can view Order by entering on ‘View Order’

Order Tracking - Referred Orders This feature gives the end user the control over tracking their own orders. With this feature you can see where orders are sat and at what stage they are at in the approval stage.

When clicking on ‘View Order awaiting approval’ you can then see who your order is with for approval and if it is still awaiting approval or has been declined.

When clicking ‘Rejected view Order’ on the rejected order then you can see who has rejected the order

Delivery Notes When in the order tracking please see how to retrieve a delivery note online should you need to access them.

Then once you have clicked though to the order detail please click the blue icon “here” to down load and access your delivery note.

When you have navigated through the online tracking from the previous slide, please click “view order” to open the order details.

Reporting This feature on the website gives you the ability to request your own reports. The information requested would include topics such as paper usage etc.

By clicking on the reports available you can view purchases/by brand/core non core all together. **these are the only 4 reports that are available and there are no further changes.**

Reporting

Here you can switch to the correct account which in turn will switch your account number below This feature gives you the option to filter and customise.

You have the option to report on all of the above options

Reporting This feature gives you the option to filter and customise.

Once you have selected the range of your reports then you will need to apply the settings and then export to Excel

This will then give the reports you have created in excel format.

Authorising Orders When an Authoriser logs in to view orders awaiting authorisation, they will need to click through the icon shown here.

You will then see listed all orders to View / approve / reject / edit or refer

Email Notifications When a User places an order, They will receive an Email notification to say your order has been placed (see below) **Please note if your account has authorisations set up then you will only receive this email once this has been approved**

This Email will also show you the delivery information and the total cost including VAT

This will also show the Esupply reference number if you need to search for an order or query with the team

Approval Email Notifications When an account has authorisers attached against the users, the email displayed is what will be received to notify there is an order awaiting approval.

You will see the Users name who placed the order and also the email address ** Please note if the account is a group approval then all users within that group will receive the same email notifying the order awaiting approval **

Scheduled Baskets A new piece of development is now live in e-supply that has been developed for the ERP migration. This allows us to set up orders for customers that are scheduled to go out on the same day every week, month etc.

Information required to set up a scheduled basket: • Customer account number and delivery sequence • Customer or User name • Item • Purchase Order Ref • Frequency • Start date & end date (if there is one)

We can view/select a schedule which will show you its history, next run date and allow you to pause and change the next run date if necessary.

Frequently asked questions How do I see different addresses I have access to?

When you are logged into your Banner profile you have the ability to switch between different addresses, this function can be found under ‘Account Services’ – ‘Switch Address’, here will provide you with a list of all the addresses and subsequence account numbers you have access to.

Why don’t I have access to ‘x’ address?

If you need to order to a location that is different to what you currently have access to on your online ordering profile, we would ask that you speak with your Banner representative who will confirm with Database the relevant information -who will in turn confirm with Ecommerce where we can then update your address

Why can’t I see a product(s)?

Your account rep’ may have made a decision that you as a user or your account that you sit within, have certain parameters set so you can only see products that are relevant to you.

Possibilities include Pricing/Core view only/restrictions agreed by account managers etc We would ask that you discuss the missing product(s) with them and if this isn’t the case, they will then confirm with our e-commerce department who will look into the issue for you.

How do I check current stock levels?

Before proceeding through the checkout with your order, directly above your first item in the shopping basket there is an option to refresh the stock levels of the items in your basket. You have the option to either ‘Enter your Post Code’ or ‘choose your address from the list’. This will update every item in your shopping basket with the correct levels of stock for the delivery address you have chosen.

Frequently asked questions Why am I being asked/ not being asked to enter Credit Card details?

If you believe that you should be being/ not being asked to enter credit card details at point of purchase, we would ask that you speak with your Banner Rep’ immediately. If they cannot confirm why this is the case, they will confirm with our credit control department have embedded the relevant details for you prior.

How do I authorise and purchase?

When an order has been placed that you have been requested to authorise you will be notified by email. Once you have logged into your online profile with Banner you will see a flashing triangle on the home page which will notify you that you have ‘x’ amount of orders to authorise. Once you have gone into this section you can, review, approve, reject or refer the order.

Why am I not receiving order confirmations?

There are a few possible scenarios that would cause this to happen; 1) Is your email address correct on our system? You can check this on your profile under account services.

2) Do you have your purchases authorized by a third party i.e. your manager? If so, this email will not generate until they have authorized the purchase.

3) Has the email been rejected due to company firewalls or has it been sent directly to SPAM? If the above three scenarios are not the cause of the issue, our e-commerce department would then contact our Outlook Exchange team who would ensure the email is being generated correctly and issued.

How do I track my orders?

When you are logged into your profile on our Banner webpage, there is a section under ‘Account Services’ called ‘Order Tracking slide **It is very important that the address showing under the section ‘account services’ matches the address you placed the order under, if it does not you will not see any matches from your criteria**

Requests to Ecommerce When requesting work to be carried out by the ecommerce team there are important pieces of information that we need to capture in the first instance in order to action your request first time, without the need to email you back for further info delaying the process.

We average around 8000+ emails per month and work hard to stay with the SLA that we promise you so it is imperative that the information you supply us with in your initial request covers all requirements,

• Requests for User set ups Account number>Full Name>Email>Delivery sequence (any ordering restrictions/Authorisers) • Requests for New Account set ups Account number>Standalone/linked to parent>cost centre field>mandatory order field>user details>sequences>authorisation rules>restrictions • Requests for password resets Account number>full name> Email address • Requests for restrictions Account number(s) product codes – please check – can this be done via pricing for a large selection of codes • Requests to add cost centres Account number>Full name of user>Email address>Cost centre • Request for changes on Message boards Account number(s) not just the parent>message exactly as you would like to view it.

Important Information The banner website has 24/7 access with real time stock that refreshes every 20 minutes.

There is a suggested final ordering time of 16.30 to ensure next day delivery.

The system automatically logs users off after 20 minutes of inactivity.

Please note any issues with cost centres, delivery addresses, log in details, adding contacts and users please contact ecommerce. This includes message board amends that is personal to the account.

Additional Training If you’re still unsure of anything from our website please visit our YouTube link to guide you through. https://youtu.be/UagSa-W-wSs