Help Guide

 

To register an account, click the "Create an Account" button located at the Login page. You will be asked to type in the Customer Number given to you.

After entering your Customer Number, you will be directed to the Account Information page where you will need to provide the following details to set up your Commercial Account:

  1. Address
  2. City
  3. State
  4. Zip Code
  5. Phone Number

To complete the registration process, you will be asked to provide your full name, a unique username and password for the account, and the e-mail address you will be using for your Commercial Account. Enter the information in the required fields before clicking the "Register" button.

An email notification will then be sent to your email address to confirm your registration. Once you've received this e-mail confirmation, click on the link provided in the email to complete your registration.

All registered accounts will be evaluated by the website administrator. Should your registration be approved, you will receive an email confirming the activation of your account. The email will also have a link which you can click on to log into your new account.



If you happen to forget your password, click the "Forgot your password?" link. You will be redirected to a screen that will ask you for your username or email address.


After entering your Customer Number, you will be directed to the Account Information page where you will need to provide the following details to set up your Commercial Account:

  1. Enter your current password in the first box.
  2. Enter your new password in the second box.
  3. Confirm your new password in the third box.
  4. Click the "Change Password" button.

We recommend that you change your password frequently to maintain proper security of your account information.



Please note that the system can accommodate multi-user access to your online account. When prompted for a Username and Password, each user should identify themselves with their own unique email address, name, and password. For security purposes your company should have only one contact to set up all user accounts. If any employee leaves your company, you will have to contact this person to disable that person's account.



The Product Catalog can be accessed from the homepage or by clicking the Product menu tab located at the website's header. This will give you access to our entire product inventory. You can easily go back to the product inventory from anywhere in the site just by clicking the Product menu tab.



The Shopping Cart feature lists down the items you're about to order, including their unit price, quantity, and the total price of all your purchases. To access this screen, you will need to select the items you plan to order from our Product page. After making your selection, click the Add to Cart button to record your order in the system. The system will then generate a listing similar to the image below indicating the products you're about to purchase, their quantity, and price. For your reference, the shopping cart is always displayed on the main "Store" page.



Creating an Online Order

Once you're done selecting the items you wish to purchase, click the "Checkout" button found at the lower right portion of the shopping cart page. You will be directed to a Shipping Instruction page. On this page, you can select a preferred future delivery or pick up date.

Once you've done that, you'll be asked to enter your Customer PO and confirm your Payment Method. After these details have been provided, you can submit your order.




An optional order screen is available which will allow you to enter a customer Purchase Order Number, the name of the person requesting order placement, and a text entry box to input detailed information concerning delivery and instructions for the order. Customers may personally pick up their orders or have them delivered via the company delivery truck.




Once you've completed all of your entries and selections, you can review your order to ensure that it has all the correct information prior to submitting it. A description text box is provided so you can input information to identify the order easily. At this point, you can either cancel or submit the order for processing.

The moment you send out your online order, it will be placed in your order folder. The system will then generate an electronic acknowledgement message and send it to your email account. The company will review and process the order upon receipt and then work on gathering and packing your order for pick-up or delivery as per your request.

If you need to be contacted about the order you made, the company will contact you by phone or email to discuss and clarify the issue with you.

After placing your order, you will receive an email confirmation indicating the details of your shopping cart. A temporary order number will also be given to you and placed in the My Account page. After your order has been processed, the status of your order in the My Account page will change to reflect the new order number.



The Emulate User feature gives you the capabilities to "emulate" a user, allowing you to view information for that particular company including its jobs, orders, invoices, and statements.

By allowing you to simulate a user, you're able to acquire information about that user's account quickly without having to get that user's login details.




The Business Account section gives you 24/7 access to both your latest and historical account information. Depending on your account access settings, you can view important information such as your billing details, job orders, and statements. The data found in your account is automatically updated at the end of the day ensuring that the information stays up-to-date at all times.

The dashboard also provides you with your current account information, including your customer number, billing address, customer name, and email address.

It even gives you a summary of your latest billing information including your current statements, invoices, and job requests.



The Jobs folder gives you the ability to view your different job orders. It makes account management quick and easy by allowing you to view, sort, and store your invoice, orders, and quote information for that particular job request.

Clicking on a particular job will give you access to the following details: job number, job name, its status, and any shipping instructions you've provided.



The Invoice feature gives you access to the different products you've purchased. This section contains the following information: invoice number, Customer PO, the identity of the person who placed the order, job name, and shipping information.

The Invoice also provides other important details about your purchases for that period such as the product's SKU, description, price, quantity, and their total amount.

Customers are also given the option to search for invoices dating back to a year just by providing the invoice number, date range, or the specific date when the invoice was created.

Information displayed in the Invoice section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.



The Statements feature provides a list of your statements per month. Each statement displays the total balance due, the balance forward, your current charges, discounts, and your credit balance, if you have any.

Information displayed in the Statements section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.



The information stored in your My Account profile can also be synced using Quickbooks. By integrating your account with Quickbooks, you're able to import your account information and save them to your computer at the click of a button.

To set up this feature, you will need to download the Quickbooks Web Connector Installer and the Quickbooks Web Configuration File. The installer will allow you to connect to your online account using the IBOS Connector while the configuration file will provide the necessary settings to make your Quickbooks program function properly after it has been integrated with your online account.

Once set-up has been completed, simply set the Sync Start Date for all Vendors and click Save.