Order Like a Pro

1. To access your Order Manager account, begin by typing your User and Password information into the specified fields. Next, click LOGON.

2. Once you have logged on, you will see a welcome screen and three options on the left:

• BASKET - Enter orders or upload orders from an Excel file. Process explained on Page 6.
• TRANSACTIONS - Access past orders/invoices and create order templates.
• CATALOG AND SEARCH - Allows you to browse for the items you would like to purchase, and indicates your cost for the items.

1. Click CATALOG AND SEARCH to access Order Manager's online catalog of products.
There are three ways to shop for products:

• A Shop by Catalog
• B Shop by Search
• C Shop by Order Form

1. To shop by catalog, click on the main product category that corresponds to the product you would like to order. For example, if you would like to order a Printy 4913, click on Trodat Printy Text, Daters, Numberers.

2. Next, click on Trodat Printy Text Stamps.

3. Then, click on the Printy 4913.

4. To select an item for ordering, click the checkmark box next to the Material No. of that product, and then enter the desired number of units in the Quantity field. Once finished, click TRANSFER TO BASKET.

Note: When ordering stamps, be sure to select the items) with your desired pad colors).

You can manually shop for items using the SEARCH function. You will need to know the A Material Number (Item Number shown in the price list), or B EAN Number (UPC code on the box, of the item that you would like to order.

1. A To search by Material/Description:
Enter the item's Item Number in the corresponding field and click SEARCH.

2. B To search by EAN: Enter the item's
EAN Number in the corresponding field and click SEARCH.

4. To select an item for ordering, click the checkmark box and then enter the desired number of units in the Quantity field. Once finished, click TRANSFER TO BASKET.

Note: When ordering stamps, be sure to select the items) with your desired pad color(s).

To shop directly from the Order Form:

1. Select “A”Active Order located in the BASKET sub-menu.
2. Enter the “B” Material No. and Quantity for each item you would like to order and click “C”UPDATE or press the Enter key.
3. Once you have filled in all 5 blank Order Form lines, another 5 lines will generate automatically after clicking UPDATE should you wish to order more items.
4. When completed with your order, go to point 2 below in Basket: Active Orders.

1. Click on BASKET.

2. Click NEW ORDER.

3. Click UPLOAD PRODUCTS.

4. Click CHOOSE FILE to upload an Excel text (.txt) file from your PC.

Note: Your file must be formatted as shown below - two columns: Item# and Quantity with no headers - before saving as a text (.txt) file.

To save your Excel spreadsheet as a text file, click Save As, and then go to the File Format menu and select Tab Delimited Text (.txt).
Below is how your Excel file should appear once converted to a text file.

5. Click ACCEPT to transfer the products from your uploaded file to your basket.

6. Review your items for accuracy and AVAILABILITY. Finally, click SEND.

3. A list of past orders based on the set search criteria will appear. Click on an order Number to view details of that order.

4. From here you can review order details, select items for reorder, or download an Excel file of the order details.

5. To select items for reorder, click the checkbox next to individual items, or click SELECT ALL and then click TRANSFER TO BASKET.

6. To download an Excel file of a past order, select either .csv or .xml file format, and then click DOWNLOAD to save to your computer.

1. Save an Order as an Order Template Once an order has been created in the Active Order screen, click CREATE TEMPLATE.

2. Enter a name for your order template in the pop-up window field, and click OK to save that template for fast and convenient future reording.

1. Using an Order Template
To place an order using an order template, click TRANSACTIONS and then ORDER TEMPLATES.

2. Click on the dropdown menu under “A” PERIOD and set for Undefined. Click SEARCH to load a list of your previously saved order templates.

3. Determine which order template you would like to use, and click the order Number to view the details of that order template.

4. Once you have selected all of the items you wish to order, and reviewed all details for accuracy, click TRANSFER TO BASKET.

“A” When viewing the Invoices/Payments details page, click on a REFERENCE DOCUMENT number to view shipping details for that item.

“B” Digital invoices can be saved directly to your computer and/or printed out for your records.