Plexus Promotional Gateway User Guide
Contents
1. plexus t2 Plexus Promotional Gateway User Guide Web Browser Rep Order Application and PPG Mobile iPad App Creating Orders and Managing your Address Book Plexus 360 Training and Development Department Oakville ON Table of Contents Plexus Promotional Gateway 9 TSS SOU sorisa rnana det centr E AEE 3 OCU innne rn REENE A Manage Profile sssssseeeeecenennennnennnnneneneeneeeeeeeseseeeeeeeeeeeenn O PIAGING n OF GSP serris aa O 1 Select Product s Choosing a Catalogue ivccicscicccccse nen cccsncencsntecusnncosnestesecwexeseseasdeesxedacseneneses 7 PROGUGCE USE oroin EER 8 Add a Product to CANE wiiinssanntnnscwsnssncnvecacaaestucdutscunnstanvswcswsnmenueicenstanceanduaees 11 2 Select Recipient s Choosing Recipients nasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 12 3 Checkout Process Review Products in Cart asnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnennnnnnnnnnnnnnn ennenen 14 Review Recipients List ccccecceeceeceeceeeeeeeeeeceecneeneensasenecnsonsensensneeeeens 14 Shipping NOTES aiccaccaonsiecnnseccaneaaortecnunndeerwsauenncaiaeharaeemecaiaandecsennuneceneeesunness 15 SUDNI OGG I risina nni AEE AE EEES 15 AOUrESS BOOK rarus innen anniina EAEEREN aaa 10 Add a New RECIDPIeCNL cccceeceeceeeeeceeeeeeeeeeenecneensensensenseeeuecneenseeseesnesnees 17 Manage Existing ReCIpIent cccccceeceseeeeeeeeeeeseeeen2. Jason Harris SENT TO Jason Harris Q J Alary 902 South Sheridan Way Oakville Ontario L6J7L6 Canada ITEMS IN ORDER Item Name Unit LI80152F08 TAMIFLU LTCF Visitor Poster Shrink Wrap SHIPPING NOTES TRACKING NUMBERS Qty STATUS Status Approved Waiting Transmissi 20 S Nn View Transaction History Cancel Order 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 plexus 22 Search Search Screen e Select Search from the left menu e This will open the Search screen From here you can use any combination of Search Filter and User Richard Phaneuf Sort criteria to find products across all available M Home catalogues Catalogues Note Y1 Address Book When searching in this manner a product may appear multiple times in your results list as it may be found
3. Pa A A e Description A proven state of the art secure On Line Ordering and Fulfilment Solution for sales representatives and hi value customers East to use highly intuitive self management functionality Featuring On line ordering and fulfilment to multiple audiences Morev Note Remember you will need to enter your Company ID upon your first login into the PPG Mobile Application If you don t know this ID speak to you System Administrator about acquiring it plexus m Closing Stopping the PPG Mobile Application Note Completely shutting down and restarting the PPG Mobile Application is a good troubleshooting method if you ever experience an issue with the Application To fully shutdown the PPG Mobile application or any iPad application from the iPad home screen place 4 fingers at the base of the iPad screen and slide them upwards 10 34 AM ee ea ne i 2 cous Dai a m PLY Notes Contacts fae F Sg Photography Calculator Pro Entertainment App Store News Newsstand F Calendar Settings plexus 26 A black bar will appear across the bottom of the iPad screen showing all of the Applications currently running on the iPad Om m mo App Store Settings PPG Mobile Mail Safari Camera gt plexus Select and hold on the PPG Mobile icon until it begins to shake and select the red minus sign to completely shut down the applicatio
4. 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 ea i created tracking i Order 279 Pending as a e You will receive an email when the order has been processed advising you of the tracking number ETD Address Book My Address Book e Select Address Book on the left menu User Richard Phaneuf Types of Contacts Home Catalogues There are 2 types of contacts in the Address Book _ Address Book abe Global Contacts are all the users of the system My Orders These contacts are seen by everyone and can MWA 4 ais i only be edited by System Administrators Manage Profile search Personal Contacts are recipients you have added to your Address Book These contacts are only seen by you and can be edited at anytime Ed Admin Example An important physician to whom you wish to send products plexus amp gt d Address Book continued Add a New Recipient Click Add New Address Enter all the required fields for the new recipient All of this information can be updated edited later Back Address Detail A Add New Address Name Company Address 1 Address 2 City Province Alberta x Country Postal Code Telephone Fax Email Preferred Shipping Methods Shipping No
5. in multiple catalogues My Orders Manage Profile Search Admin 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 A iPad Application Installing the PPG Mobile Application To install the PPG Mobile application simply visit the Apple App store on the iPad App Store Using the search bar search for PPG Mobile and select the app icon from the list of returned results 10 33 AM iPad Apps iPhone Apps 8 Search Results Price v All Categories Relevance Y Reset PPG Mobile rrr pec FREE Plexus 360 me F l Wolfgang Palm gt Business INSTALL Music FREE 244034 44408 Alphabet with Animals PPG Mobile PPG Mobile a Video Painter Lite Cambrian Tech Utilities FREE Books FREE WR WaveGenerator eRatusz Wolfgang Palm PPG Mobile r kd ree 19 99 EN FREE ane eRATUSZ plexus t2 From here simply select Install to install the PPG Mobile Application on the iPad 10 33 AM iPad Apps iPhone Apps PPG Mobile Plexus 360 Business No Ratings INSTALL Details Ratings and Reviews Related ACME Pharna Carchovesciudat ACME Pharma Endocrinology ACME Pharma Oncology ACME Promotiona a eveny A A
6. ace 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 application for the first time Important e New users will be prompted to change their temporary password to a permanent one of your choice lf you are experiencing any problems please contact your System Administrator plexus Login Login to the PPG Application e Click on the URL contained within the welcome email to access the site Or e Select the PPG Mobile App icon on your iPad Note Bookmarking this URL is recommended for ease of future access User Login e Enter your username company email and password e Click Login Welcome Screen plexus Welcome to the PLEXUS PROMOTIONAL GATEWAY Username Password ar FORGOT PASSWORD LE CHANGE LANGUA 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 a User Richard Phaneuf Home Catalogues Address Book My Orders Manage Profile Search From the Plexus Promotional Gateway you can order promotional materials to be sent to yourself or forwarded to other recipients If yo
7. e 30 3 MB Bluetooth Off Cellular Data Documents amp Data 208 KB pen Carrier Bell Delete App Do Not Disturb n OFF ta Notifications kg Brightness amp Wallpaper FS Picture Frame iCloud Y Privacy Mail Contacts Calendars Notes Reminders s o Messages e FaceTime E Maps a Safari B iTunes amp App Stores 55 4 GB available on Plexus360 iPad2
8. ed to you Select your preferred shipping Ly 2902 South Sheridan w oakville British Columbia z Canada z v2a 3v5 29 Mississauga British Columbia Canada v2a 3v5 plexus Placing an Order There are 3 steps to placing an order Ey 1 Select Product s all 2 Select Recipient s hate 3 Checkout 360 plexus t5 1 Select Product s Choosing a Catalogue e Products are arranged in catalogues for ease of VIEWING User Richard Phaneuf e Only catalogues available to the user will Home appear e Select Catalogues on the left menu s55 Catalogues e Alist of available catalogues will be CM Address Book displayed see below My Orders e Select a Catalogue to browse for products Manage Profile Note Free Goods Catalogues and Regular Q Search Catalogues cannot be combined on the same order Admin Logout plexus s3 Catalogues 7 User Richard Phaneuf ees at ACME Pharma Endocrinology ia al Tac gt g ACME Pharma Oncology Catalogue Expiry March 2013 gt f ACME Promotional Gateway Promotional Gateway Informational gt Material Home 55 Catalogues Address Book My Orders J Manage Profile Search Admin e Logout Current Order plexus EA 1 Select Product s continued Product List e All of the products associated with the catalogue will be displayed Promotional Gateway Informa
9. eeeeseneceeseeseneenesenes 18 MY OF GOL S ccnsiccneepennennnrnnsannewnsnnadnehenapeebnceeneepeesenntnensinbnwnnncen IO MGW Orders arsyino sienna caneesmesacesscenesnaeanenescucnantiaassamaaeemuenuaecedoaieessessenaeies 19 Cancelan Order sosina e EE 21 A a E E E T T Irad A DOMIG ACION sori A eo Installing the PPG Mobile Application cccccceeseeeeeeeseeeeneeeeseeeees 23 Closing Stopping the PPG Mobile Application cccceeeseeeeeeeeeee 25 Uninstalling the PPG Mobile Application cccccesseesesseeeeeeeeeeeeees 28 plexus t 2 i Plexus Promotional Gateway PPG Description The Plexus Promotional Gateway Rep Application is a web based system for sales representatives to easily and quickly order promotional materials It is available online through a web broswer and through the PPG Mobile iPad App Note Adobe Flash version 11 1 is required to use the Plexus Promotional Gateway through your web browser The PPG Mobile iPad App can be downloaded from the Apple App store The first time using the App you will be prompted for the Company ID which your System Administrator can provide The following are instrcutions for the PPG Rep Application accessed through both a web browser and the PPG Mobile iPad App The Process The ordering process takes about 5 minutes and 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 pl
10. er over the life of the catalogue Increment is the number of units the quantity is forced to increase by when 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 f 2 4 P ack Remaining Inventory N A vI a 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 Filter Sort Showing 9 of 9 G New ww Requires Approval English French Other Bilingual BR SAMPO0001 15 SAMPLE ORANGE BOTTLE 15MG Sample Orange Bottle 15 MG Pack Format Box 5 Pack ACMEOOOOSF PPG LEAVE BEHIND FRENCH PPG Leave Behind Paquet 24 Pack Format shrink wrap 24 Pack ACMEOOOOGE PPG SLIM JIM ENGLISH Siem PPG Slim Jim Package 10 Pack Format shrink wrap 10 Pack 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 my Current Order you added the p
11. fore 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 gt plexus amp 10 1 Select Product s continued View Product Details e To view more details about a product simply click anywhere on the desired product in the catalogue e This will direct you to the product details page e Here you can view additional details on a product including full description and a larger image Product Detail PPG LEAVE BEHIND ENGLISH ACMEOOOOSE PPG Leave Behind Package 24 Package Format shrink wrap Maximum Order increment 245 1 Add to Order G D plexus t5 amp Logistics Delivering your marketing materials Right time Right place Right price via the Plexus Promotional Gateway PPG A proven state of the art secure Web Based On Line Ordering and Fulfillment Solution for sales representatives and hi value customers Communication Promotional Mater East to use highly intuitive self management functionality Management gt Featuring f gt Multiple audience capability Custom catalogue designing Order Tracking Real time reporting Automated program campaigns to high value clients Maximum sets the maximum number of units that you can ord
12. n App Store Settings PPG Mobile 2 plexus t5 Uninstalling the PPG Mobile Application To uninstall and remove the PPG Mobile Application from the iPad select Settings Under the General tab select Usage from the right menu Under the Storage section select Show all Apps and look for the PPG Mobile Application icon e FaceTime A Maps gt 71 Safari D iTunes amp App Stores Battery Usage Battery Percentage Time since last full charge Usage wl Bell 3G 10 32 AM 90 fam Settings Usage kal Airplane Mode OFF mon Wi Fi Not Connected Storage 55 4 GB Available 2 7 GB Used Bluetooth Off la S E Cellular Data ga a a Bead ie Pages 342 MB gt aide D OFF ES Photos amp Camera 210 MB gt ta Notifications rae Wooke TEE General Calculator Pro 67 9 MB gt y Sounds Fev Scrabble HD 49 9MB gt kg Brightness amp Wallpaper Memo 32 9 MB gt El Picture Frame O PPG Mobile 30 5 MB gt Vv Privacy NP National Post 21 7MB gt a iCloud Show all Apps Mail Contacts Calendars iCloud Notes Total Storage 5 0 GB 3 Reminders Available 4 6 GB S Messages Manage Storage gt 1 Hour 29 Minutes gt plexus m Select the PPG Mobile Application and select Delete App to uninstall the application from you iPad atl_Bell 3G 10 32 AM TA T Settings Usage PPG Mobile al Airplane Mode D OFF PPG Mobile ka Wi Fi Not Connected Jerinin App Siz
13. overed in the Address Book section a 3 Checkout Process e Select the Cart icon on the left menu Current Order 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 User Richard Phaneuf Items to be included in Order Back to Items Add Item Remove Item Al Home Item Item Code Description Quantity m Catalogues PPG Leave Behind English ACMEOOOOSE PPG Leave Behind Package 24 5 Edit QTY Address Book My Orders ae y Order Recipients Add Myself Add Recipient Remove Recipient i Manage Profile Name Address ioi Richard Phaneuf 101 2902 South Sheridan Way gt Oakville Ontario Admin L6J 7L6 e Logout Shipping Notes Cancel Order Neil i i Current Order gt plexus amp 5 3 Checkout Process continued Shipping Notes e You can enter any shipping notes you wish to accompany your order Note Shipping notes for an order will appear on every recipients packages for that order Shipping Notes Signature on File Signature not required Cancel Order iik Submit Order Once you have reviewed your order you may submit by pressing Submit Order button or Cancel the order to start over You
14. roduct to your order e You can click the Cart 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 enna et 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 L6J 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 gt 2 Select Recipient s continued From here simply click the Add button next to the recipient to add them to the recipients list N Address Book Q Filter ON E Upload Name Address a gt ADD n gt ADD gt o ADD Note If the recipient is not in your address book you may add them by selecting Add New Address This will be c
15. tes Once all the required fields have been filled in simply click Add None x 17 gt plexus t5 Address Book continued Manage Existing Recipient 18 To edit or delete a recipient s information simply select that recipient from your Address Book N Address Book Filter Add New Address Name Address Update any of the desired fields or select Delete to delete the recipient L Back Address Detail Upload ao D O Name Shipping Notes Once all the desired fields have been updated simply click Save 360 plexus t5 19 My Orders View Orders e Select My Orders on the left menu e This will open up the My Orders screen which will show you all of the orders submitted from your account e You can Search and Filter by date order ID and order recipient User Richard Phaneuf Home Catalogues Address Book My Orders Manage Profile Search Admin Logout Recipient Q Filter Dates Starts 07 10 2012 Ends 08 10 2012 Order ID Q gt Order 262 a 08 07 12 Showing 1 of 1 Filter Awaiting gt Approval plexus 360 My Orders continued View Order Details Select an order from the list to view more information about the order including the tracking number View Order Detail ORDER DETAILS ORDER DATE Oct 23 2012 12 43PM ORDERED BY
16. tional Material E ACME Promotional Gateway Q AIG cua Showing 9 of 9 New W Requires Approval English French Other Bilingual SAMPO0001 15 SAMPLE ORANGE BOTTLE 15MG xu Sample Orange Bottle 15 MG gt Pack Format Box 5 Pack miss ACMEOOOOSF PPG LEAVE BEHIND FRENCH e PPG Leave Behind Paquet 24 gt Pack Format shrink wrap 24 Pack ei ACME00006E PPG SLIM JIM ENGLISH D gt Sa PPG Slim Jim Package 10 Pack Format shrink wrap 10 Pack 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 Pack 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 G c lt EP plexus t5 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 2 F E Orders with these products will be sent to the Product Manager for approval be
17. u require any assistance in Admin F gt placing your order please give us a call We will be pleased to assist you a Logout TAN O Current Order Plexus Promotional Gateway Customer Support at Plexus 360 Inc Tel 905 829 4877 Email ppg plexus360 com plexus 360 Manage Profile Note It is important to verify correct and update EAEn as needed your profile in particular your Last Name address or your orders will not be delivered Email properly Manage Profile e Select Manage Profile from the left menu Password Created Cell Phone Telephone Fax Number Deene Phaneuf dphaneuf plexus360 com Aug 3201211 28AM __ Change Password 905 829 4877 e Verify the information in the boxes is Product Split 75 ENG 25 FR 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 Language Preference Eng FR Preferred Shipping Method Light Address Address 1 Address 2 City Province Country Postal Code Heavy Address The Light Address is your home address adea i The Heavy Address if different is usually a Address 2 locker address for larger orders me Province Country Shipping Notes Note Shipping Notes set as part of your Postal Code Shipping Notes Leave at Landlord s profile will appear on ALL orders plac
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