StreamDIRECT User guide
Contents
1. StreamDIRECT User guide Advisers V4 Page 21 of 26 Sistream solutions Step 3 Click search to view your order history Leave the order number field blank to see a complete list of your previous orders OnePath OnePath Adviser No 2 TEST ONLY Adviser Logout a company ot ANZ S Home Admin Catalogue Y Logout Select Products from a Previous Order You may select products from a previous order Enter the order number below and click Search Leave the order number blank to see a complete list of your previous orders OnePath OnePath Adviser No 2 TEST ONLY Adviser Logout a company ot ANZ S Home Admin Catalogue Y Logout Select products from a previous order Select the required order from the list below Order number Company id Create date Reference Select 204108 06 11 2011 21 55 13 204084 04 11 2011 14 08 46 203927 01 11 2011 13 11 56 203926 01 11 2011 13 06 55 StreamDIRECT User guide Advisers V4 Page 22 of 26 Sistream solutions Step 4 Select the order that you wish to replicate and you will be able to view the basket contents of your old order At this stage you have the option to change the quantities or add more products OnePath B a company ot ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin 7 Catalogue Y Logout My Basket Contents Listed below are the products currently in your basket Use2. dd Selected Products oa Max Results ou may select the products by checking the Select box or entering the quantity you require Click Add selected items to my basket button to add items to your order Select Qty Ordered Add items to basket Min Ord Qty Max Ord Qty Qty Product Code Description Pack Qty per Image available Out of stock pack OP A guide to investment bonds 11 2010 L2530 1110 guide to investment bond Transition to Retirement 11 2010 The folder will expand to show a list of categories with sub group folders Robin Yates Adviser Logo OnePath E a company of ANZ S gt Home Admin Catalogue Y Logout Browse Catalogue The catalogue index is in the left hand pane below You may expand the index by clicking on the next to the relevant category You may view the contents of a category by clicking on the relevant folder They will appear in thg right hand pane You may size the panes by clicking and dragging the divider with your mouse dd Selected Products Al Refresh ou may select the products by checking the Select box or entering the quantity you require Click Add selected items to my basket button to add items to your order Select Qty CJ TEST PRODUCYS f ANZ OneAnswer ANZ Super Savings Max Results ccount Employer Super General Marketing SAes amp Support CQ Group Risk Insurance
3. Investments Life Risk Insurance a OneAnswer Add items to basket Min Ord Product Code Qty 1 Max Ord Qty 10000 Qty available Out of stock Description Version Pack Qty per Image N3 PortfolioOne Date 11 2010 Ordered B pack E OP A guide to investment bonds PKT 25 L2530 1110 guide to enesiment band Transition to Retirement 11 2010 OF L3222 1110 StreamDIRECT User guide Advisers V4 Page 11 of 26 stream solutions e Any folder that has beside them can be expanded further to display the contents within the category The products will appear on the right hand pane as shown below OnePath eee Robin Yates Adviser Logout a company of ANZ S gt Home Admin Catalogue Logout Browse Catalogue The catalogue index is in the left hand pane below You may expand the index by clicking on the next to the relevant category You may view the contents of a category by clicking on the relevant folder They will appear in the right hand pane You may size the panes by clicking and dragging the divider with your mouse View My Basket Tt PRObUCTS Add Selected Products Investment Portfolio Max Results 50 v EZE 3 Pension Personal Super ff ANZ Super Savings Account ou may select the products by checking the Select box or entering the quantity you require Click Add selected items to my basket button to add items to you
4. roduct Selection Please enter your search criteria below and then click search Product codes beginning Product descriptions including Please enter product codes separated by spaces Result Limit Select All Ef Product number Product description Pack Type Pack Size ASA Employer Guide PDS Pack ASA Member Guide ASA Welcome Kit includes welcome CD ASA Induction Brochure ASA Changing Jobs Brochure ASA Member Form 3 Once you are happy with your new favourite list select save and your new favourite list will be available for use OnePath a OnePath Adviser No 2 TEST ONLY Adviser Logout a company ot ANZ Home Admin Catalogue Y Logout Favourite List Details Name Favourite weekly Description Weekly order template Description Pack type Pack size JCTEST211011A OnePath Product Number 1 TEST ONLY PKT JCTEST211011B OnePath Product Number 2 TEST ONLY EA 1 ns se OnePath S OnePath Adviser No 2 TEST ONLY Adviser Logout a company of ANZ S Home Admin Catalogue Y Logout Favourites list summary Use this page to create or manage favourite lists Create favourite list as Type Name Description Date created Date last modified Select Delete 26 October 2011 Product list test 26 October 2011 StreamDIRECT User guide Advisers V4 Page 19 of 26 stream solutions Search Order
5. currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream net au Phone 1300 724 632 Technical support Email StreamDirectHelpdesk stream net au Browse Search catalogue catalogue Order admin My catalogue My details My catalogue basket favourites wm Resources If you have pre saved list of favourite templates you will shown your favourite list summary You can amend or delete a pre existing favourite list template on this screen To add a new favourite order template 1 Enter the name you wish to call it Then select the Create favourite list as button OnePath eee a company of ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Catalogue 7 Logout Favourites list summary Use this page to create or manage favourite lists g Create favourite list as my favourite weekly list ye Name Description Date created vate last modified Select Delete Product list Paul 26 October 2011 26 October 2011 Product list test 26 October 2011 26 October 2011 Ez Derete f StreamDIRECT User guide Advisers V4 Page 18 of 26 stream solutions 2 You are now required to choose the products you wish to add to your new favourite list You can enter your search criteria or leave all fields blank and click search Select the items you wish to add to your favourite list and click the Add button iome Admin Catalogue Y Logout
6. the Add more products button to select further products to add to your basket and the Next button to proceed to the checkout Order number 204116 Cost Centre RETIREIN RETIREINVEST Retirelnvest HeadOffice Line No Product Code Description Pack Qty per pack Options eee Back order Min Ord Qty Max Ord Qty Reference Delete ANZ Super Savings Account PDS Step 5 You can proceed to complete your order as per the steps in the How to place an order section above On completion of your order you will be sent an email confirmation The status of your order will be updated automatically OnePath m a company ot ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin 7 Catalogue Y Logout Existing order history status amp a ew Order button atthe bottom ofthe page Pending Order placed for warehouse processing Complete Order despatched in full from warehouse SOON Order number Company id Cost Centre Create date User name Refe ence Status Select 204108 oP RETIREIN 06 11 2011 21 55 13 OnePath Adviser No 2 TEST ONLY Pending a nto 204084 oP RETIREIN 04 11 2011 14 08 46 OnePath Adviser No 2 TEST ONLY Pending ay toe NL SA StreamDIRECT User guide Advisers V4 Page 23 of 26 Sistream solutions Helpful Contacts The StreamDirect helpdesk staff are available to help you with system navigation and delivery enquiries You can contact the helpdesk v
7. you need to confirm any information regarding your order with the helpdesk team OnePath aE acompa of ANZ S Robin Yates Adviser Logout Home Admin Catalogue Y Order Confirmation Your order is now confirmed If you have finished ordering please logout or if you d like to order more products select the place new order button Below are your order confirmation details An email confirmation will also be sent 4 Order number 203885 Cost Centre OPADY External Customer Order No Advisers Delivery address Delivery notes Invoice address Invoice notes Lifestyle Financial Group OnePath PO Box 183 347 Kent Street Launceston Sydney TAS NSW 7250 2000 Australia Australia Line No Product Code Description Additional info Qty per pack Cost Centre Qty Ordered Reference 1 OP L3222 1110 Transition to Retirement 1 OPADV 10 Place new order Print StreamDIRECT User guide Advisers V4 Page 17 of 26 Sistream solutions Creating a Favourite List Template To create a new favourite order Select the catalogue drop down list on the navigation bar and then select the Create manage catalogue favourites OnePath E Robin Yates Adviser Logou Home Adm Y Catalogue v Logout Place an order 1 Existing orders d you require Ifyou have any Megs tMmmebete IIE Tir e Ae Eene EET CE ase contact Customer Service using the details el _ Announcements There are
8. 3 11 56 OnePath Adviser No 2 TEST ONLy Edit Eg 203926 oP RETIREIN 04 11 2011 13 06 55 OnePath Adviser No 2 TEST ONLY Pending EJ Place new order StreamDIRECT User guide Advisers V4 Page 20 of 26 WST stream solutions Step 1 Select Place an order option from the Catalogue drop down menu on the navigation bar OnePath SS OnePath Adviser No 2 TEST ONLY Adviser Logout a company of ANZ S Ss ll es T Home Admin Catalogue v Logout Place an order Welcome O LY E xIsting uructr2 Please use the naviga in you require If you have any questi oa err E ie age catalogue favourites e contact Customer Service using the details below Announcements There are currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream net au Phone 1300 724 632 Technical support Email StreamDirectHelpdesk stream_net au Quick links Browse Search catalogue catalogue Step 2 Select From previous order from the list below OnePath S OnePath Adviser No 2 TEST ONLY Adviser Logout a company of ANZ Home Admin Catalogue Y Logout My Basket Product Selection Select how you wish to identify the products you want to add to your basket Product Selection Options Enter product codes manually RRS Ete Browse catalogues Select From previous order Select om favourite Select Pick from list Select Product search Select
9. History The existing orders functionality allows you to search all your previous orders to follow up on an order OnePath OnePath Adviser No 2 TEST ONLY Adviser Logout a company ot ANZ S Home Admin v Catalogue Logout ace an order Welcome P e Existing orders Please use the i kamas Ifyou have any que eate manage catalogue vourites ase contact Customer Service using the details below Announcements There are currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream netau Phone 1300 724 632 Technical support Email StreamDirectHelpdesk stream net au Quick links Browse Search catalogue catalogue p It also allows you to place a new order based on the details from a previous order instead of creating a new order from the beginning OnePath SS OnePath Adviser No 2 TEST ONLY Adviser Logout a company of ANZ S Home Admin Catalogue 7 Logout Existing order history status Select the existing order required or press the New Order button at the bottom of the page Pending Order placed for warehouse processing Complete Order despatched in full from warehouse Order number Company id Cost Centre Create date User name Reference Status Select 204108 06 11 2011 21 55 13 OnePath Adviser No 2 TEST ONLY Pending 204084 oP RETIREIN 041112011 14 08 46 OnePath Adviser No 2 TEST ONLY Pending Eg 203927 oP RETIREIN 04 11 2011 1
10. Sistream solutions OnePath User Guide for Advisers 2011 Helpdesk StreamDirectHelpdesk stream net au 1300 724 632 business hours EST Version 4 0 Last Updated 8 November 2011 StreamDIRECT User guide Advisers V4 Page 1 of 26 Sistream solutions Table of Contents NEVE OG UCUIO ic E E ES 3 POSEN UD ran EEE E T E 4 How to place an order sessesesessssessssesesoesescesesoecessecesssoeseecessecoeceecesesoesssseceeoesesseo 9 Creating a Favourite List Template sesessesesessecessscecescecesoecsecesesoesessecessesesseseeee 18 Search Order HistOry s ssesessesessscessscesescesesoesesoecesseoessscesesoecsscesesoesesoecessesesssoeeee 20 Helpful Contacts cs castenencsac ens coacaeneeccesacencmscancisstuoueonesersucsaeverecssiuencsuecussncssanesuceats 24 Frequently Asked QueSTtIONS cscecsccecsceccccscnccccccscsccccecscnceccecscscescececnceseccececes 25 StreamDIRECT User guide Advisers V4 Page 2 of 26 Sistream solutions Introduction Welcome to OnePath s online ordering solution StreamDIRECT is provided by Stream solutions OnePath s print management partner The system is entirely web based and requires no loading of special programmes on your computer The system will allow you to Place online orders easily View a thumbnail of the products Download and print PDFs of printed products View the status of your orders Create templates of your favourite lists Like anyt
11. ails This button takes you to My details screen and allows you to change your details such as contact details My details Catalogue favourites Click to access your favourite list templates This button will take you to your pre saved list of favourite orders which you can easily duplicate or amend as required My catalogue favourites Catalogue user guide Click to access this user guide Catalogue user guide StreamDIRECT User guide Advisers V4 Page 8 of 26 Sistream solutions How to place an order You can access the products that you wish to order in various ways The following pages will take you through the options you have so you can decide which option suits you best Navigation menu bar 1 Select Catalogue tab from your navigation menu 2 From the drop down menu click on Place an order OnePath a O a company of ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Y C gt yue T q Place an order Welcome Cx isting orders Please use the naviga n you require if you have any questi oto en einen Eh A e AEE e contact Customer Service using the details below Announcements There are currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream net au Phone 1300 724 632 Technical support Emait StreamDirectHelpdesk stream net au Quick links Browse Search catalogue catalogue oe You will be taken to the My Basket Prod
12. appear again after your first login experience Address https l www tollstreamdirect com forcechangedetails asp New user registration Please enter your details below and click submit denotes a mandatory field User Details UserID rsadvisert Surname OE First name FO Email D E Phone D sti Cs sSY Delivery Address his address will be set as your default delivery address for your orders All orders addressed to a PO Box will be posted All other orders will be couriered Company name ee Address line 1 Address line 2 CitySuburb Town State D Postcode D iti C t S SY Country austraia o YS Submit StreamDIRECT User guide Advisers V4 Page 5 of 26 Sistream solutions Step 3 After submitting the registration form you will be forwarded to the Welcome page This page is made up as below OnePath S ve Home Admin Y Catalogue vY Logout A m v CA Please use the navigation tabs or quick link buttons to select th ugction you require If you have any questions or comments or require any assistance pleads below Announcements There are currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream netau Phone 1300 724 632 Technical support Email StreamDirectHelpdesk stream net au Quick links Browse catalogue My catalogue basket Order a
13. dmin Resources Quick link buttons ontact Customer Service using the details Navigation menu bar Search catalogue Quick link buttons My details My catalogue favourites Robin Yates Adviser Logout The Quick link buttons allow you to go directly to the functionality you require on a regular basis without having to find them through the navigation bar menu Quick links Browse catalogue Search catalogue E A Order admin My catalogue basket Catalogue user guide Resources My details My catalogue favourites StreamDIRECT User guide Advisers V4 Page 6 of 26 WST stream solutions Quick link functionalities Browse Catalogue Click to browse and order products from the online catalogue This button will direct you to your available catalogue so you can locate your desired products This is done via a browse tool similar to Windows Explorer Browse catalogue Search catalogue Click to search and order products from the online catalogue This button will allow you to search for a product by your defined search criteria Search catalogue My catalogue basket Access your current catalogue order This button will allow you to view a list of your saved orders that have not been proceeded to check out My catalogue basket StreamDIRECT User guide Advisers V4 Page 7 of 26 Sistream solutions My details Click to access and change your personal det
14. e Off fv Q10 5 Once you are happy with your basket click on Next to proceed to complete the necessary delivery details You will note that the delivery address details that you submitted on the registration page at your first login will be displayed as your delivery address OnePath Adviser No 2 TEST ONLY Adviser Logout OnePath B a company of ANZ My basket Delivery details Please confirm your address details or enter a new address if required Please ensure you enter the contact name for delivery pecet Your address 347 Kent Street StreamDIRECT User guide Advisers V4 Page 15 of 26 stream solutions 6 You will need to enter the Contact name details of the person who will be receiving the goods OnePath aE acompany of ANZ SY OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Catalogue v Logout My basket Delivery details Please confirm your address details or enter a new address if required Please ensure you enter the contact name for delivery Siete Your address Company Name onePath Address line 1 347 Kent Street adress line z D Bys SSS State NSW Postcode oo Contact name Add contact surnam JEDECH Financiall Delivery notes You can also enter a new delivery address if required along with the contact name details for yo
15. field provided Please note this amount cannot be more then the Max Order Quantity or less than the Min Order Quantity E Adviser 9 ANZ OneAnswer SI Investment Portfolio E 3 Pension Max Results 100 E ESES C Personal Super g 3 ANZ Super Savings Account 9 Employer Super 2 General Marketing and Sales Support Add Selected Products H 9 Group Risk Insurance Investments Life Risk Insurance Select Q d q roduct Code Description ersion Oo OneAnswer der st Qty ty a pilable E H E frs Uate Optimix Dstock 84866P ANZ Share InvestmentLoan 11 2010 Portfolio PDS Pack 10000 8175 JCTEST211011A OnePath ProductNumber1 10 2011 PKT 25 TEST ONLY CB Internet Protected Mode Off StreamDIRECT User guide Advisers V4 Page 13 of 26 Sistream solutions 3 Select Add to my Basket Repeat until all required items have been selected You can enter quantities on more than one product on the page and then add to your basket OnePath aa a company ot ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Admin Catalogue 7 Browse Catalogue The catalogue index is in the left hand pane below You may expand the index by clicking on the next to the relevant category You may view the contents of a category by clicking on the relevant folder They will appear in the right hand pane You may size the panes by clicking and dragging the divider wit
16. h your mouse ii ie Ais Teco Add Selected Products A Investment Portfolio Pension 3 Personal Super gt ANZ Super Savings Account 9 Employer Super General Marketing and Sales Support Group Risk Insurance ou may select the products by checking the Select box or entering the quantity you require Click Add selected items to my basket button to add items to your order 4 Once completed select View My Basket You will be forwarded to My basket contents page where you are able to view and change your order before it is submitted You can also add a Customer Order number if you wish This field can be used to capture a purchase order number contact name or reference number that can be used to differentiate your orders see below OnePath Sa a compan of ANZ Sy Robin Yates Adviser Logout Home Admin vY Catalogue vY Logout My Basket Contents Listed below are the products currently in your basket Use the Add more products button to select further products to add to your basket and the Next button to proceed to thes 203885 OPADY External Advisers Customer Order No Line No Product Code Description Pack Oty per pack Options Qty Ordered Back order Min Ord Oty Max Ormae eae Delete Op4 4929 1140 Transition te Retirement UNIT fo r 10000 Please note if you selected save the below popup box will appear Your order will be saved but t
17. he stock you have selected will be put back into the warehouse until you re open the order for confirmation T StreamDIRECT User guide Advisers V4 Page 14 of 26 Sistream solutions If you have ordered more items than is available in stock you have the option to put the item on backorder by ticking the backorder box as below The quantity of stock available will be despatched and when more of the stock arrives in the warehouse the balance of your order will be fulfilled The packing slip will detail the quantity ordered versus quantity on backorder OnePath es a company of ANZ S OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Catalogue 7 Logout My Basket Contents Listed below are the products currently in your basket Use the Add more products button to select further products to add to your basket and the Next button to proceed to the checkout The quantity ordered on line 1 exceeds the available quantity on hand if you would like to place this item on backorder please tick backorder box Please contact Stream Solutions helpdesk if you have queries regarding backorders Order number 204114 Cost Centre RETIREIN RETIREINVEST Retirelnvest HeadOffice Customer Order No A N Line No Product Code Description Pack Qty per pack Options Qty Orderer Back order M 7 Ord Qty Max Ord Qty Reference Delete ANZ Share Investment Loan PDS Pack A Internet Protected Mod
18. hing new there is an initial familiarisation period as you get to know the software and explore its features We appreciate this and have provided a range of support functions outside this manual Accompanying this User Manual is a comprehensive Frequently Asked Questions FAQs If you have questions about using the system please check the FAQs first to see whether your question is answered here If you have further enquiries please call the Helpdesk team on 1300 724 632 where a Stream Solutions consultant will assist you or email your enquiry to StreamDirectHelpdesk stream net au Minimum requirements Reasonable speed internet access Internet Explorer 6 or greater Browser configured to enable session cookies About this manual This manual is as much a tutorial as a reference guide While many functions are intuitive we highly recommend that you read this manual as it should take no more than 10 minutes It contains a step by step guide on how to login and place an order StreamDIRECT User guide Advisers V4 Page 3 of 26 WST stream solutions Logging In Step 1 Open your internet browser and log into the Adviser Advantage site located within onepath com au and follow the Order print publications and forms link This is the site where you can order all forms marketing and sales materials nePath INVESTMENT INSURANCE SUPERANNUA a company ot ANZ About OnePath Contact us Heip Personal Bus
19. ia e Email StreamDirectHelpdesk stream net au e Phone 1300 724 632 business hours EST StreamDIRECT User guide Advisers V4 Page 24 of 26 WST stream solutions Frequently Asked Questions ORDERING STATIONERY AND SALES MATERIALS 1 How do I search for a product using a stock code Stock codes are unique identifiers that differentiate customer products from one another Each code consists of 10 20 characters and can be made of letters or numbers e g L2148 1110 When searching using a code you can enter any part of the code in the StreamDirect Product search option which will return all closest matches You are not required to enter a wildcard symbol if you are entering only part of a code 2 If don t have a code can I search another way There are other search criteria that you can also use when searching for a stock item Description you can enter part of the description product name Keywords search using key words Some words may be abbreviated or shortened to fit the entire name of the stock item into the system 3 What is a Back Order When a stock item shows unavailable there is no stock of that item in the warehouse Orders may still be placed against the item and when the replenishment of stock arrives in the warehouse the back orders will then be fulfilled 4 What quantities do order When ordering stock items the UNIT quantity may vary Each means that you can order in s
20. icking Update order button StreamDIRECT User guide Advisers V4 Page 26 of 26
21. iness Adviser Welcome Mrs Kylie Al Home investment Insurance Superannuation Retirement Working with OnePath Performance amp updaies Forms amp brochures Adviser Advantage Logout gt Product support Adviser gt Adviser Advantage More online services gt Sales support Launch Account Access Order printed Ker s a OneCare Application Trac publications amp forms PortfolioOne sia gt RiskWorks Market insights Adviser Advantage gt DIY SuperService Newsletters and Hi Mrs Kylie Anderson pucano welcome to Adviser Advantage View and manage your You won portfolio online gt Technical library View forms and brochures Launch Account Access Updates amp notices Order printed publications and forms Underwriting Directory Introducing OnePath s BDM directory Adviser notices Insurance service LEONL relaunch gt My preferences i ts 3 New ANZ Term Deposits on OneAnswer 1 08201 Watch now tama est Adviser notices gt OneAnswer fund name change ANZ Flexible Term Deposit Plus 2282011 StreamDIRECT User guide Advisers V4 Page 4 of 26 WST stream solutions Step 2 Clicking the Order printed publications and forms link will take you directly to the StreamDIRECT site and on your first visit to the site you will be presented with the following registration page Please fill in all your details as required and click on submit The registration page will not
22. ingle units Box 250 some items eg envelopes come grouped so ordering 1 1 x box of 250 5 How long will it take for my order to be delivered All orders placed before 1pm on a working day will be despatched by road freight the same business day unless below table highlights the standard delivery timeframes across Australia otherwise agreed StreamDIRECT User guide Advisers V4 Page 25 of 26 Sistream solutions The table below highlights the standard delivery timeframes across Australia Delivery if order received after 12 pm amp before 4pm _ NSW Country Next Working Day P Qld Country Working Days SA Country 3 Working Days Delivery if order Destination received prior to 1 pm 5 Working Days 4 5 Working Days Perth Metro Deliveries only on Tuesday amp Friday 5 Working Days 5 6 Working days Tuesday amp Friday ACT Please note the above delivery times are a guide only 7 Can I view these products from the website Most of the products can be viewed online by clicking on the thumbnail preview 8 How do I edit my basket order or delete an item ltems can be added to your basket by simply clicking the Add more products button within a current order Items can be removed from your basket by simply clicking the X button against the line of product that you wish to delete from your basket You can also change the quantity of items by changing the quantity and cl
23. r order C3 Employer Super ANZ Super Advantage Add items to basket Corporate Super Integra Super General Marketing Sales amp Suppg Date pack P Group Risk Insurance Oo 1 10000 Outofstock op A guide to investment bonds 11 2010 PKT 25 Forms L2530 1110 Group Life Select Qty Min Ord Max Ord Qty Product Code Description Version Pack Qty per Image Ordered Qty Qty available MasterTrust 2 Investments OP Transition to Retirement 11 2010 L3222 1110 StreamDIRECT User guide Advisers V4 Page 12 of 26 Sistream solutions Note Documents that are ANZ branded or have ANZ application forms have A in the product code Please note that ANZ Advisers who require the OnePath OneAnswer branded PDS these versions can be found under the ANZ OneAnswer folder Click on Investment Portfolio or Personal Super for the version that you require You will note that the extra description provides instructions that these documents are for ANZ Advisers only You can proceed to place your order as below 1 When you click on the product folder that you wish to browse the products in this group will appear in the main body of the screen The products will be displayed with the following Qty Description Version available 2 Once you have located your required item s enter the quantity in the Qty ordered
24. relevant Quick link buttons OnePath ee a company ot ANZ Sy Robin Yates Adviser Logout Home Admin v Catalogue vY Logout Welcome Robin Yates Please use the navigation tabs or quick link buttons to select the function you require lf you have any questions or comments or require any assistance please contact Customer Service using the details below Announcements There are currently no announcements Contacts Customer service Email StreamDirectHelpdesk stream net au Phone 1300 724 632 Technical support Email StreamDirectHelpdesk stream net au Quick links Browse Search Quick link catalogue catalogue buttons l A Order admin My catalogue My details My catalogue basket favourites Resources StreamDIRECT User guide Advisers V4 Page 10 of 26 stream solutions Browse Catalogue Click on the adviser folder icon on the left hand side of the screen highlighted below to expand the folder which will open the catalogue OnePath eee acompany ANZ S Robin Yates Adviser Logout Home Admin v Catalogue Logout Browse Catalogue The catalogue index is in the left hand pane below You may expand the index by clicking on the next to the relevant category You may view the contents of a category by clicking on the relevant folder They will appear in the right hand pane You may size the panes by clicking and dragaing the divider with your mouse View My Basket I U Adviser
25. uct Selection screen where you can search products from a list of different search options OnePath ee acompany of ANZ S gt OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Catalogue Y Logout My Basket Product Selection Select how you wish to identify the products you want to add to your basket Product Selection Options Enter product codes manually Browse catalogues From previous order From favourite list x a Pick from list Product search Ne 1 Enter product codes manually this search option is useful if you wish to search for products using an exact list of product codes NB The Product search option is an easier way to find products based on your search criteria 2 Browse catalogue this search option allows you to browse the catalogue to find the product you wish to order 3 From previous order this option allows you to select products from a previous order StreamDIRECT User guide Advisers V4 Page 9 of 26 Sistream solutions 4 From favourite list this option allows you to select products from your favourite templates 5 Pick from list this option allows you to select products listed in alphabetical numerical order 6 Product search this option allows you to search products based on a part of the product code or description You can place your order by searching for products as shown above or by using the
26. ur order OnePath G acompany of ANZA OnePath Adviser No 2 TEST ONLY Adviser Logout Home Admin Catalogue vY Logout My basket Delivery details Please confirm your address details or enter a new address if required Please ensure you enter the contact name for delivery Specs Your address Add address Oneal wuss New Company name Add contact Delivery notes StreamDIRECT User guide Advisers V4 Page 16 of 26 Sistream solutions 7 Once you have completed all the delivery details press next to proceed to the checkout Please inspect the details and select Confirm Order button to complete the order and you will be forward to your order confirmation screen My Basket Checkout Please inspect the details below and use the Back button to alter the details or the Confirm Order button to complete the order RETIREIN RETIREINVEST Retirelnvest HeadOffice Financial Adviser Adviser Co 1 Level 2 Adviser Bldg 24 Charles St Sydney NSW 2000 Australia Description 1 JCTEST211011A OnePath Product Number 1 TEST ONLY arr G 8 You will also be sent an email confirmation to the email address provided on your first time login registration page The email will contain a pdf copy of your order summary The order number displayed within the order summary is the reference used should
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