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Trinchero VALO Commerce User Guide

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Table of Contents

Introduction to VALO Commerce ... 1

Using VALO Commerce... 1

Access Your Commerce Site ... 2

Browse the Catalog ... 3

Add Items to Your Shopping Cart ... 5

Place an Order ... 6

Review Your Items ... 7

Review or Enter a Shipping Address ... 9

Select Delivery Method ... 12

Enter Payment Information... 13

Add Items to Your Favorites List ... 15

View and Copy Previous Orders ... 16

Manage Personal Shipping Addresses ... 17

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Introduction to VALO Commerce

The VALO Commerce solution from InnerWorkings is a global platform for selling virtually anything online via a familiar, highly customizable eCommerce storefront experience. Products may include promotional items, apparel, standard print items, and custom print jobs using templates with variables.

VALO Commerce offers self-service procurement of predefined products that are made available in a catalog interface with pre-negotiated prices.

Using VALO Commerce

When working with VALO Commerce, you can: • Access your Commerce site

• Browse the catalog

• Add items to your shopping cart • Place an order

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Access Your Commerce Site

To access the Trinchero VALO Commerce site: 1. On the Blend, click the Gateway tile:

2. When the Gateway page appears, click the Point of Sale Materials tile:

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Browse the Catalog

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Add Items to Your Shopping Cart

Important: Items are ordered in packs, not individually. When entering item quantities, be sure to verify the

pack size of the item.

There are two ways to add an item to your shopping cart:

1. On the Item Detail page, in the Add to Cart area, enter the desired quantity and click the Shopping Cart button.

2. In the Quick Entry field at the top of the Product list, enter the desired quantity, and then click the Shopping Cart button.

Note: If the browser is left idle, the system will time out and log you out typically after about half an hour.

To gain access to the site again you will want to close the window you were using and initiate a new session by clicking the VALO link on the POS Materials page on the Blend.

If you have items in your shopping cart, they will still be available in the new session.

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Place an Order

When all necessary items are in your shopping cart, hover over the Cart icon in the upper right-hand corner of the screen and select Checkout.

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Review Your Items

On the Items page, you can:

1. Remove all the items from your shopping cart by clicking Clear.

2. Modify item quantities in the Quantity field.

3. Remove individual items by clicking the X button for the line item.

4. Continue adding items to your cart before checking out by clicking the Continue Shopping button. 5. Continue with the purchasing process by clicking the Next button.

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Selecting Enable Multiple Address Shipping enables a Download Template button and an Upload Addresses button

Click the Download Template button to open a spreadsheet with address fields. Enter all shipping addresses for the order and save a copy of the spreadsheet.

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Review or Enter a Shipping Address

If you are only shipping to a single address, on the Shipping Address page you have the ability to enter an address yourself, or select a shipping location via Personal Address Book or Corporate Address book.

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On the address book selection screen, you can choose Corporate Address Book to see a list of all the shipping addresses maintained for the entire company, or Personal Address Book to see only the shipping addresses you have saved in your user profile.

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Select the correct shipping address, and then click OK to add the location to your order.

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Select Delivery Method

The available delivery methods and costs are displayed on the Delivery page. To select a delivery method: 1. Select the Delivery Method; the cost is updated to include subtotals, tax, and total cost.

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Enter Payment Information

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Finalize Your Order

On the Checkout page, you have the opportunity to review and change all your order information before clicking Checkout.

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Add Items to Your Favorites List

If this is a product you would like to be able to find easily in the future, click the star icon next to Add to Favorites

.

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View and Copy Previous Orders

To access a list of your previous orders, hover over your User icon, and then select Order History.

On the Order History page, you can filter by order date or status, or search for a particular key word.

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Manage Personal Shipping Addresses

To modify the list of personal shipping addresses available at checkout, hover over your User icon and select Address Book.

Your saved personal shipping addresses display, along with your default address in a larger, bolder font.

To add a new address, click the Add icon . To modify an existing address, click the Gear icon .

Contact Support

To contact InnerWorkings Support with questions or requests regarding your site, please send an email to

References

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