TOUCHPOINT 1

Let’s Get Started!

First, Click on the Create Job button to start a new order

Search for a Shipping Customer by Company Name

Click on Add Alternate Shipping Address  under the Customer Shipping field (you can use: iPROMOTEu 321 Commonwealth Rd, Suite 101 Wayland MA 01778) and click Submit

Click “Next” after satisfying all the field 

TOUCHPOINT 2

Select either the ASI or Sage search option (depending on which you use)

Search for a product by item code of your choosing and select “Order Now”. Please make this item a hard good, not apparel. 

TOUCHPOINT 3

Add a QTY to a color of your choosing and select “Add Pricing”

Add a request ship and in hands date​​

Edit the sell price of the item

Once done, select “Add Line Item” to generate the selected item

TOUCHPOINT 4

Once the line item is created, we can now decorate the item. From the Job Summary screen under Line Items, check the box to the left of the item to make it eligible for decoration

Click on the “Decorate” box to the right

Select an imprint method and location for the decoration. Treat the imprint method as a run charge. Type in “Standard Imprint Area” in the location field

Add an imprint color

Select Art file from Computer or Artwork Library to attach artwork and click Next

TOUCHPOINT 5

Add required dates and pricing details​ if different

Add Setup Charge by clicking on the plus sign to the right. You will have to type setup charge in the description

Add decoration notes

Require a proof 

Click Submit once done

TOUCHPOINT 6

Select Create PO from the Job Summary screen and follow the prompts to prepare the PO

Once Prepared, select “Close Without Sending”

Select the “POs” screen from the quick links at the top

Use the dots on the righthand side to select Void PO

TOUCHPOINT 7

Add and Save a Note under the Notes quick link

TOUCHPOINT 8

Add and Save a reminder under the “Reminders” quick link

YOUR PROGRESS


You’ve completed Step 1! Keep going! Click here for Step 4 – Bundled Purchase Order Module

COMPLETED: Step 3 of 6 (50%)

A: Global Search is the bar on the top of the screen in the Blue Bar. This can be used to find information across the OMS if you are unsure what module the information is in and/or have vague information.

The Module searches are the search fields you see at the top of each module. These are used for specific searches within each module. For instance, if you are looking for jobs placed by a specific customer, you can use the Job Module search and use the fields to filter that specific information.

A: There is most likely a disconnect with the SAGE ID, such as we do not have it in the system, or it is a product line that was bought out, merged etc. with another vendor. Let Affiliate Services know, and we can investigate.

A: Yes, when you click on Add Line Item, there will be an option to Copy line items

A: Yes, when you click on Add Line Item, there will be an option to Copy line items

A: Yes, as long as it does not exist on an active PO, you can click on the ellipsis dots and delete the item

A: You can select +Add New Shipping/Billing Contact from the dropdown

©2021 iPROMOTEu. All Rights Reserved.

Log in with your credentials

Forgot your details?