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AgencyExpress 3.0. A Quick Start Guide to Online Ordering

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A Quick Start Guide to Online Ordering

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As you go through this training information, please note there are some

specific details that you need to be aware of in order to successfully

submit an online order. Below is a list of these points:

• When selecting items for your order you will need to click on “add to cart” for each page before moving on to the next page. Failure to add items from page one to your cart before moving to page two will result in the loss of those items. You will need to go back and re-select those items and add to cart before moving on. (see slide/page 8)

When entering information into the “my appointment” box you will need to enter

information from left to right. If it is entered out of order it will not be accepted and you will have to re-enter the information. (see slide/page 9)

In AgencyExpress, before you check-out, you will be required to enter an

appointment date and time, which must be selected from the drop down menu of options. (see slide/page 9)

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The deadline for Online orders is before 10:30 AM one business day before pick up. This means that orders must be submitted in time to reach us before 10:30 AM.

Delivery orders must be placed two business days before expected delivery date. Delivery orders will be scheduled by the Maryland Food Bank based on date

requested availability.

An order confirmation is sent to the e-mail address on file, however you can track the status of your order right on your screen! (see slide/page 12)

You will not be able to add to your order until the status changes to “Acknowledged”. (see slide/page 13)

While most online orders will be available to add on to within 30 minutes of your initial order, some orders may require additional assistance from a Food Bank

employee to move through the system. Because of this you may experience a delay between submitting an order and being able to add on to that order online.

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Getting to AgencyExpress

Open a web browser, only Internet Explorer 6.0 or

higher, or Firefox 2.x or higher will open

AgencyExpress

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Logging in to AgencyExpress

Your login information consists of three fields:

User Name Password

Program Code

Check “Remember me next time” to save your login information in the web browser. If you forgot your password, there is a link on the login page that will email your password to you.

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Login – Program Code

Program Code: The program code is a unique code that identifies which food bank you are ordering from and what agency you are ordering for. The program code is broken into three parts:

Maryland Food Bank Code:

0007 Character Code: p

(stands for Program)

Program No: 123456 (note: replace 123456

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Shopping List

To browse the available inventory,

select ‘Shopping List’ from the ‘Order Options’ menu.

There are a number of different methods for finding and sorting items. You can search by:

Description Item No. Category

Handling Requirements Favorites

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Shopping – Adding Items to the Cart

To add to your shopping cart, enter

the quantity of the product you would

like to order.

Then click on the “Add To Cart”

button.

Each time you add an item(s) to your cart you will receive a

confirmation message. Click OK

*Remember - You must click on “add to cart” before moving to the next page of the inventory list. If you have selected items from page one and do not add them to your cart before moving to page two, the items will not be added to your

order.

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Shopping – Check Out/My Appointment

When you are done

adding items, click on the “Check out” button

On the next screen you will fill in My Appointment box. You will need to start on the left and work your way across. You will not type this information in. Instead you will need to do the following:

1. Select Delivery or Pickup 2. Click on the

Calendar icon 3. Select a date. Only

the highlighted dates can be selected

4. Click on the clock icon 5. Select a time

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Shopping Cart – Submit Cart

VERY IMPORTANT

- The order is NOT sent to the Maryland Food Bank and items are NOT reserved until you have submitted your shopping cart. Even if you have items in

your shopping cart, they are not reserved until it has been submitted.

After you enter the appointment information, you can review your order. Here you can:

Make adjustments to the quantity and then click ‘Update Cart’, or

‘Continue Shopping’, or

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Shopping Cart – Submit Cart

After you click Submit Cart, you will be asked if you are sure you want to submit the order, please click on the OK button to confirm

You will then see a message stating that your order was submitted successfully

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Order Management

Status Key – New Order means that you have successfully created a new order. Sent to Foodbank means the order has been submitted to the food bank. You must wait for the status to change to Acknowledged before you are able to change your order. Acknowledged means the order has been received by the food bank and is now available to be edited. Rejected means the order has been rejected and will not be shipped. Cancelled means the order was cancelled by the shopper and will not be shipped. Editing means the order has been opened for editing (changes) and must be submitted before it will be shipped. Invoiced means the order has been shipped.

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Editing/Adding to An Order

Orders in AgencyExpress can be re-opened, once they have been submitted, to add or remove items. Go to the Order Options tab and select Order Management. To change your existing web order, the status must be Acknowledged.

To add to your existing web order click on the pencil icon. This will reopen your shopping cart and allow you to add items to your order as well as adjust the quantities of items you have already submitted.

VERY IMPORTANT NOTE:

If you reopen your order, you must submit the

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