How to order marketing materials - citrus
Contents
1. Fie oe Hora dia Cee ard beoe et we Your Order Details Enter your requiremnt details for the material This includes delivery personalised information 18 How to order marketing materials Step 2 How to customise an item order To order a particular item select Order Item The following screen will then display your options to customise the order with your details All orders will require you to enter your details in full You will not be allowed to create an order if any details are missing Each item will display 1 Material details 2 Your details Select your TAM from the dropdown to use This is the address information that may appear on the final artwork You can either select to use your TAM details or select an other address 3 Delivery requirements Select a production address and contact This is the contact address instructions to send the final artwork to If this is anew address select Other and enter the details in the following boxes provided Enter your production specifications Date Required Size Required in proportion to the size specified for the item Space Cost This is stored with the order but not included in the artwork or production cost Contact Name amp contact telephone number 4 Extra details Please provide any useful information that may be required by fulfilment to complete the order such as further informatio2. This will display a bar graph of all the completed orders made by you The system can also calculate how much you spent during a particular set of dates Each report can be exported into excel spreadsheets to help with the creation of TAM records To export a spreadsheet select a format then click export The data will be downloaded to your PC User Manual Online Marketing Catalogue and Fulfilment Service 27 Berta Wereg ine Wore Betis Connie Baer Your Drimia Legend Email your superior s par CEAL Mei pl en boko piee 2 Paga 0 Tim 7 io mapaga lo D sepa sae BST E dll Dean rias agri a la al az palo Email Superior s To send an email enter a title amp subject then select a recipient and click Send Message How to contact your amp RM You can contact your RM or both simultaneously via the website by selecting the Contact RM button on the left hand navigation To send a message 1 Enter your subject title 2 Enter your message in the body field 3 Select a recipient from the dropdown menu Select CDM RM or both 4 Click Submit to send the me
3. and messages from your CDM RM and ACEnt administrators These message boards will change during the year and may be updated with local regional and national campaign materials Message boards can also be customised directly to your needs by your CDM or RM and may guide you to view specific material Personalised messages can not be viewed by other TAM user screens It is important to check your home page on a regular basis and review all new marketing materials Welcome Message This area can be removed after initial viewing To remove this message select Yes and click on the Submit button New Marketing Materials These items will change at regular intervals each month A Message From Your CDM This message is controlled by your CDM administrator and may guide you to specific material A Message From Your RM This message is controlled by your RM administrator and may guide you to specific material A Message From ACEnt This message is controlled by your ACEnt administrator You can also access all other site areas via the navigation links to the top amp left hand side of the system TAM User Manual Online Marketing Catalogue and Fulfilment Service 13 Alpha pre are Tes E ga My Details C 4 Bed nalen ne oOo Tha
4. needa Your Details Screen You can reset your login details Trading Detalla a cor Tari nd A a Ci Cad Ce ara birmi p Hows 8 De kdd recia Y Your Details Screen You can edit your account details 14 Your account details Your account details are personal to you and can only be accessed via the Your Details link on the top navigation Your account details were complied from the details you entered during your account registration How to change your details These details can be changed by clicking the Edit Details button at the bottom of the screen 1 Check your TAM head office details are correct If not please correct 2 Change your Trading Address If this is different from the head office address please state If you wish to add more than one trading address click the Add button and continue to enter your new address amp contact details 3 Change your TAM personal details If you require more than one person in each position click on the Add button next to the position field If you wish to remove a person click on the Remove button next to the position Please state if this person is respon
5. Age Enterprises Online marketing catalogue and fulfilment service TAM User Manual April 2008 Version 1 Contents System overview TAM login registration How to register your TAM details How to retrieve your lost password User levels A amp B User Your welcome screen Your account details How to review 8 change your details How to order marketing materials How to find amp review marketing materials How to order marketing materials How to check the status of an ordered item Order history How to check an order status How to re order marketing material Your budget levels How to create reports How to change the way reports are generated How to create reports based on order history How to create reports based via date How to export reports to microsoft excel or PDF formats How to contact your CDM and RM FAQs User Manual Online Marketing Catalogue and Fulfilment Service 11 13 15 17 23 25 27 29 31 System overview This online ordering system provided by Citrus Fulfilment can be acces via the internet 24 hours a day 7 days a week You can view all ACEnt marketing materials on a web based system The system will have a shopping basket facility where users can instantly view items current stocks and receive up to date information as long as you have your own valid login For managers reports can be produced detailing usage and effectiveness of mat
6. Select a product item from the sub category displayed 16 How to order marketing materials You can access marketing material by entering category levels or by clicking on promotional items displayed on your homepage screen Materials are divided into categories and sub categories displayed on the left side of the screen Product sub categories are displayed in colour coded sections in the centre of the screen To find a particular marketing material quickly use the quick search function located at the top of the screen or the advance search features Step 1 How to order an item To find the required marketing material click on a sub category and then click on an item Each item will display 1 material code example H572V1JAN06 2 material Size example 10 x 2 the size refers to the height in centimetres by the column width 3 Material lead time example 2 weeks This is the estimated time required to create and dispatch the artwork to its final destination This is subject to BST approval Cost item example 50 99 5 A PDF will automatically download to review and read the material clearly 6 To order an item click Order item You can now customise your order specific to your requirements Some items will not display a cost per item The cost of production will be set by your Regional Manager after confirmation by Fulfilment Some item costs may be reduced by bulk production and thi
7. enu 8 Enter your delivery restrictions such as not before 10 a m or not after 6 p m 9 If you would like to create an alternative delivery address select No and enter your new address details in the details at the bottom of the screen 10 Check your delivery details and continue to step 3 confirmation Details 11 Review your registration application details If you wish to make any changes click on the Change button If you are happy with your details click Register Once your account details are registered you will receive a confirmation email when your account is activated by your Regional Manager Please note your registration number If your account registration is rejected via your Regional Manager you will be prompted to re apply and correct your details You cannot start using the online order system until your account is activated User Manual Online Marketing Catalogue and Fulfilment Service 9 Budget Advanced Search Your Details Help Logout eting catalogue of marketing materials that are available to order through Age User Levels Your user level is displayed in the top right bar 10 User levels Once your account has been activated by your Commercial Development Manager you will be given a budget and user level There are two levels that can use the system an A and B user A Users Responsible for ordering and reviewing all marketing material that can be
8. erials and promotional events To help manage the system and stock levels there is an approval structure Users will be categorised into the one of the following groups Administrator Internal Regional Managers RMs Business Support Team BST Commercial Development Managers CDMs e Trading Alliance Members TAMs A User Can view and order generic amp personalised materials User Can view and order generic materials only User Manual Online Marketing Catalogue and Fulfilment Service 5 Barta Version AG Please Login EEE Welcome to the new online marketing catalogue Online Marketing Maternal Age Dorcas Eee ate in pr Pa cito bo dene vou To Cuneo Pad ir Tp Han a tejo psr Pier Peri ith A eee E ern eee A geen eed Login Screen http www citrus fulfilment com ageconcern TAM login amp registration To begin using the online system you will need to register your details via the login screen Your login user name and temporary password have been sent to you Please keep these details safe Each Trading Alliance Member TAM will be responsible for providing details relating to the daily operations Your registration details are essential and ensure that all marketing material wills be c
9. ining To access your budget levels select Budget from the top navigation This will display the budget amount assigned to you via your It will display your financial year s allowance and your current balance level The system can also calculate how much you spent during a particular set of dates Each report can be exported into excel spreadsheets to help with creation of TAM records To export a spreadsheet select a format then click export The data will be downloaded to your PC User Manual Online Marketing Catalogue and Fulfilment Service Weems sen m eps Are Lp Your Order Graph Report showing the purchases made by you amp how much they cost AGEnt fa Ea E 98 37 Al Marcar Erizo mama Create Reports Reports be generated by date MAS publications and quanity levels How to create reports The system can produce reports based on your expenditure by dates MAS ref No s publications and quantity levels The results are displayed as bar graphs which will allow you to create presentation reports that can quickly be analysed for meetings or presentations To create reports select Create Reports from the top navigation
10. istory form the top navigation All past orders will display by the last confirmed date change Each order date will be colour coded subject to the production stages Production Stages Blue New Orders that are pending Regional Management authorisation Green Orders that are accepted by Regional Management and sent to production Red Cancelled Orders All Cancelled orders will display reasons for rejection Yellow Orders that are confirmed as delivered by fulfilment To re order an item select View Re order link to the right of a material order Then enter a new delivery date and click Re order User Manual Online Marketing Catalogue and Fulfilment Service 23 Teal Varii eier Hist rasa Tacr Danana Lage Yearly Budget Your 12 month la 15000 Since Wednesday April 28 you have spent ast peer Budget ls 106 5 Chien a herra Paisi una Ce tee pet eed Budget Your yearly budget is displayed via a pie chart and can be exported into spreadsheets 24 Your budget levels Your annual marketing budget level is set by your Commerical Development Manager during the registration process Your budget level will keep a running cost of all personalised items ordered and calculate how much of your annual budget level is rema
11. istration process 11 Dimi dados rah FAA 1 Dices Pa merda recia mal ord re De prue bo ee re Mid er ara TOA EA eee wre E im irren ag ei Registration Click Continue to the next step to enter your delivery details and complete the process TAM login amp registration Step Two Registration After you have successfully logged in please enter your details in step one of the registration process You will only need to do this once 1 Select your TAM from the dropdown menu 2 Check your TAM head office details are correct If not please correct 3 Enter your Trading Address If this is different from the head office address please state If you wish to add more than one trading address click the Add button and continue to enter your new address amp contact details 4 Add your TAM personal details If you require more than one person in each position click on the Add button next to the position field Please state if this person is responsible for receiving marketing campaign amp promotional mail 5 Add any addition contact information 6 Check your details and continue to step 2 Delivery Details 7 Enter your delivery details If your delivery details are the same as your head office or trading address check yes and select your address from the dropdown m
12. lecting View basket from the top menu or by clicking on the View Basket Items via the mini basket at the bottom of the main navigation column to the left Your basket will display your current budget expense at the top of the screen This balance 5 the total cost accumulated by past orders during the financial year Each item will display A thumbnail image Marketing material details Date required Item cost Item Quantity Delivery location name Total cost of items in the basket You can edit review or delete an ordered item in your basket by selecting View Edit or Delete item next to each item displayed To submit an order select Submit Order Your material requirements will then move into your Order History Some items may require approval from your BST Co Ordinator or before the order is sent to fulfilment To check the status on an order click on Order History TAM User Manual Online Marketing Catalogue and Fulfilment Service 21 Wija Bodgan ra dr Danana Lisa Your Order History E Primal Priske Pri Cal ar 1 a nance Order History You can create a list of previous orders via date product and status Order history To access your order history select Order H
13. n to contact details or any other specific instructions that may help the production When ordering event material please confirm date and timing here 5 Quantity required Enter the quantity you required to be produced You may be notified if the item is currently out of stock or if your requirement is above your allocated user size This is specified by your Regional Manager during the registration process 6 MAS Code This is a mandatory field and must be completed Click Continue to review your order details Once you are happy with the order details select Add item to your basket This will store the marketing material order in your basket TAM User Manual Online Marketing Catalogue and Fulfilment Service 19 ma ra e 1 me Your Order Details Confirm your item order details then add the item to your basket Version amas et ees 5 View Crema Reperi ita rr eect Yaar ts Lor 22 Your Baskel Poy Ascher Ber LER CC CI ree ec De Pe pg mi br OT een COE COE Your Basket Submit your orders for approval and production by clicking Submit Orders from you basket How to order marketing materials Step 3 Accessing your basket and submitting an order You can view your basket contents by either se
14. orrectly produced at the time of fulfilment Your details are private and can only be accessed via your Commercial Development Officer CDMs Regional Manager RMs Business Support Team Co ordinator BST and ACEnt Administrators These details will help to create reports and give you access to order pre formatted material in quick simple steps Step one Login To begin TAM registration go to http www citrus fulfilment com ageconcerr You may wish to save this web adress as a favourite on your computer Enter your username 8 password If you have lost your password Click on the Forgotten your password link at the bottom of the screen Your new password will be emailed to you after you enter your username 8 email address If you have lost both username 8 password settings you will need to contact your BST Co ordinator User Manual Online Marketing Catalogue and Fulfilment Service 7 Varian Online Marketing Maternal Request an Account F ysa dee MEY wir erties TAN bere A oul ee Fira door edd peice once poet Para ere Ware pra krasi Syed Mears ELA Shag 2 Cei al r 2 Registration Select your complete the reg
15. personalised with TAM details eg adverts This user can also order generic material B Users Responsible for ordering and reviewing generic marketing material only eg brochures and posters User Manual Online Marketing Catalogue and Fulfilment Service 11 Venian ogg e Wars Musicas Govier Matar Crnka Reporte Haack Hata Lagers Home Welcome to the mre onling marketing catalogue a EB PU WU AH Vi Fajas ll pi mir Schein Dur re pl ee en al Dee poe e Erin Man A PU Pol CBA de a Tamad Pas Saher ara Welcome Screen Your homepage will inform you of any messages and marketing material a fearing rn ii Cal 1 240 os Welcome Screen Your homepage will display all new products amp materials as they become available 12 Your welcome screen Your welcome screen will inform you of any new marketing materials campaigns
16. rts and Budget sections How do contact my CDM To email your CDM select Email Superiors and enter your message details Select the box Check to send message to my CDM The message will then be sent to your CDM When are my budget levels set Your annual marketing budget level is set by your Commercial Development Manager during the registration process TAM User Manual Online Marketing Catalogue and Fulfilment Service 31 FAQs How do change my delivery details Your account details can be changed by selecting the Your Details link on the top navigation Your account details were complied from the details you entered during your account registration Your account changes will not be active until approval by your Commercial Development Manager How do increase the font display settings Just select the font or font buttons on the left hand navigation This will increase or decrease the display sizes shown on the page User Manual Online Marketing Catalogue and Fulfilment Service TAM User Manual Online Marketing Catalogue and Fulfilment Service
17. s can fluctuate per order _ PDF s can be only be viewed by installing Adobe Acrobat Reader This a free application available at http www adobe com TAM User Manual Online Marketing Catalogue and Fulfilment Service 17 Mota Version men ange Wes Basia Deje History Omas Reporta Boga Foor Disia sg breite Paban dr iia l Gibas Bar Visit Our Over 50s Product Detalla imma ja de Cal ar Sisa ada by 18 Tima Da rra ie Phar ee eee ra Moor beet Frog Trond Adria Product Details Select Order Item to order an item Tour Deisis Pi ehe Ciim TAM rir 4 Cesc Bedi her 112 Baad Chaired da ta Eras ce um Hori f Pain prod MAS Ach nalen numis beper PEDO 8 2
18. sible for receiving marketing campaign amp promotional mail 4 Check your additional contact information and change if this is different 5 Check your delivery details If your delivery details are the same as your head office or trading address check yes and select your address from the dropdown menu 7 Check your delivery restrictions such as not before 10 a m or not after 6 pm 8 If you would like to create an alternative delivery address select No and enter your new address details in the details at the bottom of the screen 9 Review your account changes lf you are happy with your details click Change Details at the bottom of the screen Once your details have been changed your Regional Manager will be informed to check these changes and activate the request or reject the request You will be notified by email on the account change If your application to change your details is rejected your details will not change TAM User Manual Online Marketing Catalogue and Fulfilment Service 15 Teil Versen au Eid lii T baa bai Marketing material To view a range of products select a category then a sub catagory Teni Varaia Miir Hr Sraka ga rai rs Boas Loi ddr Mot Prociet Liya Hora ra A ern Marketing material
19. ssage User Manual Online Marketing Catalogue and Fulfilment Service 29 FAQs I have forgotten my login details how do reset them To reset your login details click on the Forgotten your password message via the login screen Enter your username and email address to request a new password You will receive your new password via email If you need assistance with a lost username 8 password contact your to reset your login details have a rejection notice during the login screen If you cannot login to the system your account may be suspended by your CDM or BST managers Please contact your managers for further assistance How do check the status an order All orders will automatically be placed in your Order History Each order will be classified by a production status Pending Cancelled Confirmed or Delivered You can track any order by using the MAS reference code or by searching via a range of dates quantity levels or delivery requirement Why are some materials not displaying Items be removed by ACEnt at any time Your BST officer can also stop some items displaying at any time Please check your homepage messages for any updates from ACEnt How do export my spreadsheets You can export your order history results into CSV sheets or printer friendly pages by selecting Export Results from the order history page You can also create PDF s and Excel reports in the Create Repo
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