Roche Promotional Gateway User Guide
Contents
1. Roche Promotional Gateway User Guide Creating Orders and Managing your Address Book Plexus 360 Training and Development Department Oakville ON Updated August 2013 plexus 360 Table of Contents Roche Promotional Gateway 2 2 2 9 MH dle UOI RE 3 RT UN Manage Protle nrrrrkkkkKKR KREE RRREEREEKK KREE KK KK KKK D PIAGING n wl TN O 1 Select Product s Choosing a Catalogue ivccicscicccccse nen cccsncencsntecusnncosnestesecwexeseseasdeesxedacseneneses 7 PROGUGCE USE E 8 Add a Product to CANE GE 11 2 Select Recipient s Choosing Recipients nasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 12 3 Checkout Process Review Products in eu EE 14 Review Recipients List ccccecceeceeceeceeeeeeeeeeceecneeneensasenecnsonsensensneeeeens 14 Shipping Te 15 SUDNI ele TEE 15 IPOGKESS NG E Add ahNewbRechipient ekERERKR KREE RENE KREE RER EN RENE RER ENNER E REENEN 17 Manage Existing ReCIpIent cccsccseceeeeeeeeeeeeeseeeeneeeesenseeeseeseneenesenss 18 MY OF GOLF NEG Kr MGW ele EE 19 Cancel ani e te E 21 Lt Le EE e plexus t 2 i Roche Promotional Gateway Description The Roche Promotional Gateway is a web based system for you to easily and quickly order promotional materials on line Note Adobe Flash version 11 1 is required to use the Roche Promotional Gateway The Process The ordering process takes about 5 minutes and2. you can use any combination of Search Filter and Sort criteria to find products across all available catalogues TT Home User Jason Harris Note ss Catalogues When searching in this manner a product may appear multiple times in your results list as it may be found in multiple catalogues My Orders Manage Profile Search Logout Showing 0 of 0 Q Filter Sort Enter your search terms in the search field above As you type the search results will be refined to include only those items where the search term is contained in the item code item name or item description
3. icon at any time to view the products in your current cart We will discuss the cart screen more in the Check Out section gt 2 Select Recipient s Choosing Recipients e Select the Cart icon on the left menu E et E e To add yourself to the order select Add Myself e If you have a different Light and Heavy address for your profile a prompt will appear for you to select which address you wish to add If both your Light and Heavy addresses are the same you won t see the prompt and your address will simply be added to the recipients list My Addresses Light 2902 South Sheridan Way Oakvile Ontario Lol 7L6 Canada Heavy 2902 South Sheridan Oakvile Ontario L6J 7L6 Canada Cancel e If you want to ship the order to other recipients then select Add Recipient Order Recipients Add Myself Add Recipient Remove Recipient Name Address John Doe 2902 South Sheridan Way gt Oakvile Ontario L6J 7L6 plexus t5 13 2 Select Recipient s continued e From here simply click the Add button next to the recipient to add them to the recipients list LH Address Book Filter l Add New Address Upload Name Address gt ADO gt ADD A cr Apo Note If the recipient is not in your address book you may add them by selecting Add New Address This will be covered in the Address Book section plexus t5 14 3 Che
4. ck If you order a quantity of 10 you will recieve 10 packs of 10 single units 100 single units Viewing a Catalogue You can view a Catalogue in either List View or Grid View You can also Search Sort and Filter each catalogue in any combination of ways to help locate particular products for your order Showing 7 of 7 e EP plexus amp r 1 Select Product s continued Product Icons As well as code name and description some products also have icons providing further details on the product New Product Added within the last 90 days D e E V NV Orders with these products will be sent to the Product Manager for approval before shipping All products in the same order not requiring approval will ship immediately Refers to the language of the product from left to right English French Both Bilingual Other Some products are available in multiple languages ensure you select the correct one A plexus t5 10 1 Select Product s continued View Product Details e To view more details about a product simply click Maximum sets the maximum number anywhere on the desired product in the catalogue of units that you can order over the life of the catalogue e This will direct you to the product details page Increment is the number of units the e Here you can view additional details on a product quantity is forced to increase by when including full description an
5. ckout Process e Select the Cart icon on the left menu Current Order HU Review Products in Cart e First review the items in your order e You can still add remove items as well as edit the quantity to be shipped Review Recipients List e Next review the recipients to whom the order will be shipped e You can still add remove recipients Current Order 5 item s tems to be included in Order Back io bema Add Wm Hem Item item Code Description Quantity Edit TY A Order Recipients Add Mysi Add Recipient I a Raetipiaint Name Address Ham Canc Geder iii p A plexus 15 3 Checkout Process continued Submit Order Once you have reviewed your order you may submit by pressing Submit Order button or Cancel the order to start over You have now placed your order e A pop up box will appear giving you the Order Number Success Your order has been submitted The e You may wish to make a note of the Order Number for following order bat iiai f created tracking SES Order 279 Pending an e You will receive an email when the order has been processed advising you of the tracking number plexus p gt aw Address Book My Address Book e Select Address Book on the left menu Types of Contacts There are 2 types of contacts in the Address Book Ga Global Contacts are all the users of the system These contacts are seen by everyone an
6. d a larger image adding to an order Remaining indicates units available to the user to order until the expiry of the catalogue Inventory is the amount of inventory in the warehouse Note Items currently out of stock will not appear in the catalogue Product Detail TAMIFLU LCTF VISITOR POSTER 1180152608 Add to Grier B Early detection for vour loved one s protection Influenza can be very dangerous to the elderly and the frail F D 0 plexus 11 1 Select Product s continued Add a Product to Cart e To add a product to your shopping cart simply click the Add button next to the desired product in the catalogue list view or product detail view Shemi Fo of 9 KR Nea at Reguines Appia SCH Emglish Z Franch Other Biliregaial U tapoboeg HERCEPTIN REPRINT DAC OXFORD Reprin Dawood Oxford Pack Format EA LiPack LIQOISTEGS TAMIFLU WHAT TO DO IN CASE OF FLUE PANDEMIC What to doin case of Tue pandemic Ki Back Ferret E LiPark e This will prompt the Add to Order popup to appear e Select the quantity of the given product and click Add to Order Add Item Maximum Remaining Order increment Inventory QTY to Add Cancel Add to Order e You may notice that the product counter on the Cart icon in the bottom left was incremented by the quantity added when A Current Order you added the product to your order e You can click the Cart
7. d can only be edited by System Administrators Personal Contacts are recipients you have added to your Address Book These contacts are only seen by you and can be edited at anytime Example An important physician to whom you wish to send products 16 User Jason Harris Home Catalogues T Address Book My Orders 7 Manage Profile Search gt Logout ZA plexus amp Address Book continued Add a New Recipient e Click Add New Address e Enter all the required fields for the new recipient e All of this information can be updated edited later CT Address Detail Conca ES Name Company Address 1 Address 2 City Province Country Postal Code Telephone Fax Email Preferred Shipping Methods e Once all the required fields have been filled in simply click Add h plexus t5 18 Address Book continued Manage Existing Recipient To edit or delete a recipient s information simply select that recipient from your Address Book N Address Book Filter Add New Address Upload Name Address am e Update any of the desired fields or select Delete to delete the recipient Address Detail ancel e Once all the desired fields have been updated simply click Save A My Orders View Orders e Select My Orders on the left menu e This will open up the My Orders screen which U
8. n Piman bg alng ren er prea pee ee aL Yir eel br peed eee Fan ke SCH er le eee eee des i om plexus 360 Manage Profile Note It is important to verify correct and update as needed your profile in particular your address or your orders will not be delivered properly Manage Profile e Select Manage Profile from the left menu e Verify the information in the boxes is correct To make corrections click the boxes and make corrections e Once corrections are made click Save to save the changes Light and Heavy Addresses The Light Address is your home address The Heavy Address if different is usually a locker address for larger orders First Name Last Name Email Password Created Cell Phone Telephone Fax Number Product Split 75 Language Preference Deene Phaneuf dphaneuf plexus360 com Aug 3 2012 11 28AM Change Password 905 829 4877 ENG 25 FR Eng FR Preferred Shipping Method Select your preferred shipping D Light Address Address 1 Address 2 City Province Country Postal Code Heavy Address Address 1 Address 2 City Province Country Postal Code 2902 South Sheridan w oakville British Columbia x Canada x v2a 3v5 29 Mississauga British Columbia I v2a 3v5 50 plexus t5 Placing an Order There are 3 steps to placing an order Ey 1 Select Produc
9. ser Jason Harris will show you all of the orders submitted from your account SE e You can Search and Filter by date order ID and Catalogues order recipient T Akies Pouk My Orders Manage Profile Search Logout Starts 07 10 2012 Showing 1 of 1 Filter Recipient Q Filter Dates Ends 08 10 2012 Order ID Q gt Order 262 a 08 07 12 Awaiting gt Approval plexus m My Orders continued View Order Details e Select an order from the list to view more information about the order including the tracking number k Cane Ch i SPE CEMS THT E MPE Pd oe a tamal SIE T Tri Hri Poke A gt My Orders continued View Transaction History Select View Transaction History to view the Order Progress details ie date shipped date ordered date sent to warehouse etc Transaction History Oct 5 2012 10 12AM Waiting Transmission Oct 5 2012 10 25AM Oct 5 2012 3 57PM Shipped Cancel an Order E If it becomes necessary to cancel an order select Cancel Lae Ores Order from the Order Details page An email is automatically sent to the warehouse and System administrators requesting the order be cancelled lf the warehouse has not yet processed and shipped the order the order will be cancelled 50 plexus 22 Search Search Screen e Select Search from the left menu e This will open the Search screen From here
10. t s all 2 Select Recipient s hate 3 Checkout plexus t5 1 Select Product s Choosing a Catalogue e Products are arranged in catalogues for ease of viewing e Only catalogues available to the user will appear e Select Catalogues on the left menu e A list of available catalogues will be displayed see below e Select a Catalogue to browse for products Roche User Jason Harris Home Catalogues C Address Book My Orders Manage Profile Search Logout a g Heer ni EI She ere aer bocce vi E SE i i gt plexus 8 1 Select Product s continued Product List e All of the products associated with the catalogue will be displayed Roche General Sales Force catalogue Expiry June 2013 ae Wis d Ei iE Showing 9 of 3 KR New at Requires Approval 8 English French s Other Bilingual LE241590E09 HERCEPTIN REPRINT CAWGGO OXFORD B A Reprint Dawood Oxford Piast Pack Format E LiPack L D i Ee TS EM lihi RR BI LAS IEN ED E LUE FI ETM oo H 3 K What to do in case of flue pandemic A Pack Format EA 1 Pack Eo Sal a The list view of a catalogue includes e Product Name e Product Code e Product Description e Package Format Describes how an item is packaged Example one 10 Pack If you order a quantity of 1 you will recieve 1 pack of 10 single units Example two 10 Pa
11. your order will be delivered to the designated address in 3 to 5 days e As delivery time is 3 5 days please ensure that you plan and place your orders accordingly e In cases of urgency materials can be shipped overnight However it will require contacting your system administrator To start New users will receive a welcome email with a link to the site In addition you will be provided with a temporary password to access the program for the first time Important e You will be prompted to change your temporary password to a permanent one of your choice lf you are experiencing any problems please contact your System Administrator Keith Hart at 905 542 5039 keith hart roche com plexus Login Login to the Roche Site e Click on the URL contained within the welcome email to access the site Note Bookmarking this URL is recommended for ease of future access User Login e Enter your username company email and password Password Username e Click Login FORGOT PASSWORD FRANCAIS Welcome Screen e Upon successful login you will be greeted with the welcome screen e On the left you will see a menu with the following links Home Catalogues Address Book My Orders Manage Profile Search and Logout S J po L f 1 l E L LP WW i a a l q Kerg Z SEET S Welcome to the bra le Praa Pana na Ga ae aie pe ed oe be Le La mn re wees pee ee feed serien F pea eee arp eer i
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