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September / 2010Release 2.6
Ingram Micro Website Quick Reference GuideStep-by-step instructions for the website’s new features
Product Search
Search
Steps:1. Type keyword(s), VPN, EAN, SKU, or Promotional Price Code into main keyword search field > Click Go
BrowsingYou have 2 options:1. Move cursor over Products > Hover over preferred category > Sub-category > Vendor > Click to see results2. Move cursor over Vendors > Browse by alphabetical order > Click to see results
Narrowing Search ResultsYou have 3 options:Single Selection1. Search or Browse > Click search parameterMultiple Selection1. Search or Browse > Click checkboxes of multiple parameters > GoDropdown menu1. Click arrow to expand menu > Select parameter
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Product ComparisonSteps:1. Search Products > Click product checkboxes (up to 4) 2. Click Compare > Select viewing display options > Select List or Images3. Select Email and/or Print, if desired4. Click Add to Basket to purchase > Click Clear Comparison to empty list
Add Item to Basket
Baskets & Checkout
Steps:1. Enter Quantity > Click Add
Create New BasketYou have 2 options:1. Dashboard > Basket dropdown menu > Create New Basket > Complete form > Create Basket2. My Account > Baskets > Create New Basket > Complete form > Create Basket
Delete BasketYou have 2 options:1. Dashboard > Basket dropdown menu > Select basket > Delete 2. My Account > Baskets > Check basket > Delete basket
Convert a Quote to a BasketYou have 2 options:1. My Account > Quotes > Quote details > Add Contents to Basket 2. My Account > Quotes > Quote details > Arrow next to Add Contents to Basket > Select a different basket or create a new one
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Searching for Orders
My Orders
Steps:1. My Account > Orders 2. Search by Number, Date Range, or Order Status > Search3. Click IM Order Number to view details
ReturnsSteps: 1. My Account > Returns Management > Click Return Items2. Click Terms and Conditions > Click Continue > Complete form
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Find Invoices
Invoices
Steps:1. My Account > Account Statements2. Search by Reference Number, Date Range, or Record Type > Search3. Click Invoice Number to view details
Find Existing Quotes
Quotes
Steps:1. My Account > Quotes > Calendar Date Range > Search
Create a QuoteSteps:1. My Account > Quotes > Click Create New Quote 2. Name quote > Public or Shared > Create Quote3. Complete Header Personalisation/Quote Information fields
Add Items to a QuoteYou have 4 options:Create a Quote from a Basket1. My Account > Baskets > Click basket name to open > Add items to basket > Create a quote from a basketDirect Entry1. My Account > Quotes > Click quote name to open > Enter SKU and Quantity into direct entry field > Click AddImport from a Spreadsheet1. My Account > Quotes > Click quote name to open2. Click Import from Spreadsheet > Browse to file > Select file3. Import > OKDuplicate Existing Quote1. My Account > Quotes > Click quote name to open > Click Duplicate > Create Quote
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Quotes (continued)
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Transform a Quote to a BasketSteps:1. My Account > Quotes > Click quote name to open 2. Click Add Contents to Basket or click the arrow to select a different basket
Personalise QuotesSteps:Users and Administrators1. Enter company name or tagline > Enter default header and footer personalisation > Save
September / 2010Release 2.6
Ingram Micro Website Quick Reference Guide: AddendumStep-by-step instructions for the website’s new administration features
Create and Enable a New User
Addendum: User Administration
Steps:1. My Account > User Administration > Add a New User2. Complete information > Create a New User
Set Up and Change PrivilegesSteps:1. User Administration > Click username2. Select Privileges tab > Select privileges > Save
For more detailed information, review the Help section at nl-new.ingrammicro.com.
Personalise QuotesSteps:Logo Personalisation1. My Account > My Profile > Quote Personalisation Preferences2. Upload New Logo > Browse > Select logo > Certify > Upload3. Enter footer legal information > SaveText Personalization1. Enter company name or tagline > Enter default header and footer personalisation > Save