KCDA Supply Link

Online Catalog User’s Guide

 

 

Created for: www.KCDA.org

Revised: February 2005

Short Version 1.4

Computer Settings................. pgs 2 & 3

Home..................................... pgs 4 & 5

Shop....................................... pg 6

Cart Templates...................... pgs 7, 8, 9 & 10

Catalog................................... pgs 11, 12 & 13

Browse Categories................ pg 14

Print Order............................. pg 15

Check Out ............................. pgs 16 & 17

Confirmation and Invoicing.... pg 18 & 19

 

 


Computer Settings

Recommended Browsers

The KCDA catalog can be accessed from most Internet-ready computers. However, for optimum performance, we recommend that they be equipped with the browsers listed below.

Microsoft Internet Explorer version 6.0 or higher.

Netscape Internet Explorer version 4.7 or higher.

Apple, Safari version 1.1.1. V100

Checking Your Current Browser

To determine the browser that is loaded on your computer, follow these steps:

1.      Access the Internet as you usually do.

2.      Click Help on the menu bar at the top of the screen.

3.      Select About Internet Explorer or About Netscape in the Help menu. The version information will be displayed on the screen.

4.      Compare it to the recommended versions identified above.

Downloading the Recommended Browser

If your browser version number is lower than the recommended version, download a more recent version by going to the appropriate web site below, clicking the Download link, and following directions to download the newer version.

KCDA recommends that you do not download Internet Explorer version 6.0 without first loading Internet Explorer version 5.5 with service pack 2.

For Microsoft Internet Explorer: www.microsoft.com/windows/ie/default.htm

For Netscape Navigator: www.netscape.com/download/

Known Safari 1.0 Issues and Workarounds

(All known issues can be fixed by upgrading to OS X 10.3+ which comes with Safari 1.1+)

To determine what version of Safari you are currently using: Select “About Safari” from the “Safari” menu located in the top left corner, this will display your version information

Known Issues:

1.  The Cart manager screen does not show changes to carts, new carts or other such changes after they are done.

·   Reason:  Unknown compatibility issue.

·   Workaround:  Manually click the ‘reload page’ button or chose it from the ‘View’ menu (open apple R).

·   Workaround source:  KCDA in-house testing.

 

2.  Certain web pages don’t load fully and/or properly, certain cart actions such as ‘check out cart’ do not work

·   Reason: Times RO font incompatible with Safari.

·   Workaround: Either; change the font so that neither font is ‘Times New Roman’, which can be done under the ‘Safari Menu’ by selecting “Preferences” or close Safari and delete the Times RO font from your system before reopening it (instructions to delete can be found by following the link to the workaround source).

·   Workaround source: Apple Support - http://docs.info.apple.com/article.html?artnum=107641

Adjusting Screen Resolution

The catalog is best viewed when your monitor resolution is set to 800 × 600 pixels or greater. If your screen resolution is set lower than this, you will not be able to view the complete width of the screen without scrolling side-to-side. To check and adjust your screen resolution, follow these steps:

On a PC:

1.      Right-click the desktop screen. (You will need to minimize or close any programs you are working in.)

2.      Select Properties from the menu options listed.

3.      Click the Settings tab.

4.      On the right-hand side in the “Screen area” box, move the slider until it displays the value 800 × 600 pixels (or greater) below the slider.

5.      If you changed the screen setting, click Apply, click OK resize your desktop, click Yes to approve the new setting, then click OK to close the Display Properties window. You now should be able to view the complete width of the web site without scrolling side-to-side.

On a Mac:

1.      Click the Apple icon in the upper left-hand corner of the desktop.

2.      Select Control Panel.

3.      Select Monitors & Sound.

4.      Click 800 × 600 in the right-hand section of the box. If this was a change from your previous setting, the computer will automatically resize your desktop. Click OK to approve the settings.

 

 

TOP of Page

 

 

 

Home

H

 

G

 

F

 

E

 

D

 

C

 

B

 

A

 
After you log on, the catalog Home page will open. Here you will find links to all of the tasks you need to perform. Below is a snapshot of the catalog Home page followed by a description of its features.

 

 


N

 

M

 

L

 

K

 

J

 

I

 

 

A

Home

Click the Home tab at any time during your shopping process to return to the window shown above—the starting point of the catalog.

B

Shop

Click the Shop tab to access the catalog, create shopping carts, access shopping cart templates, and track the status of your shopping carts.

C

To Do List

Click the To Do List tab to see a list of tasks that need to be completed for your orders to be submitted.

D

Express Shop

Click the Express Shop button if you know the KCDA numbers for all the items you wish to buy. You can simply type in the KCDA item numbers and quantities and skip browsing and searching.

E

Specials

Click on specials to view and or order products that are being offered at a reduced price.

F

View Cart

Click the View Cart button to view the contents of your active shopping cart. Here you can remove items, modify quantities, continue shopping, or edit cart info.

G

Log Out

Click the Log Out button to leave the KCDA online catalog. Clicking the button will take you back to the Member Login page.

H

Support

Click the Support button for KCDA Customer Service contact information as well as online help, including frequently asked questions (FAQs).

I

Tools

The Tools box informs you when you have items to complete on your To Do List. It also provides shortcuts to the most common purchasing activities.

J

To Do List

If you are a cart approver, any carts pending action by you will be listed by clicking here.

K

Create Cart

Click the Create Cart link for a shortcut to the Create Cart function on the Shop tab. Here you create a new shopping cart, which is the starting point in the purchasing process.

L

Cart Manager

Click the Cart Manager link to track the status and history of all shopping carts that have been created. Here you can locate a specific shopping cart or switch from using one cart to another.

M

Cart Templates

The Cart Templates link takes you to any shopping cart templates that you previously designed. Cart templates can be used to quickly shop for frequently ordered items, because you can bundle those items in shopping carts ahead of time.

N

Hyperlinks

Click the hyperlinks at the bottom of the window to get to commonly used features also available from the buttons and tabs above: click the Customer Service link to go to the Support window with tips, FAQs, and contact information; click the Select a Cart link to go to the Cart Manager; click the View Active Cart link to see the shopping cart that is active (if there is none, it will take you to the Cart Manager); or click the To Do List link to see the list of items to be completed.

 

TOP of Page


Shop

In order to begin the purchasing process, you need to have an active shopping cart. When you click the Shop tab, the Catalog will automatically open with the “active” shopping cart ready to take additional orders. If there1 is no active shopping cart or if the active cart is not the cart you wish to use, you will need to create a cart (see below) or select the cart you wish to use from the list available in Cart Manager.

Create Cart

Each order requires a shopping cart. If you do not have an active cart or a cart template (see Cart Templates, page 7) that you wish to use, you need to create a new cart.

2

 

3

 

1

 

4

 

To create a cart:

1       On the Shop tab, click the Create Cart link. The window above will appear.

2       Fill in the date you wish products delivered, example: 02/15/2005. For immediate delivery use today’s date.

3       When the information is complete and correct, click the Create and Shop button. This will bring up the Catalog window, where you can browse or search for products. When you create a cart, the new cart receives “active” status, and any previously active cart is automatically “parked.

4       ”To view the contents of your active cart at any time, click the View Cart button. Your active cart information can be edited when viewing cart by clicking on “EDIT” in the cart information field.


Cart Templates

A cart template is a shopping cart that you customize to contain products that are repeatedly ordered. This will save you time by allowing you to begin the shopping process with a cart that already contains those frequently ordered items.

Create Cart Templates

A shopping cart template can be created from any cart that has not been checked out.

1

 

To create a cart template, fill a cart with the items you wish to include.

1       Click the Save as Template button in the shopping cart Tools box.

 

 

 

 

 

3

 

2

 

 

2       A cart template can be reserved for an individual’s private use or may be designated as a public template to be shared with all buyers in the purchasing group. Giving each template a unique name may help you locate the correct template later.

3       Click the Update Template button to create the template.


Create Cart from Template

After creating a cart template, you can use it to shop at any time.

 

2