Your first time on the site:
Log In
Log in to the site by clicking “Log In” – you will find this at the top-right corner of every page on the website.
You can shop even if you are not logged in, however… • Prices shown will not match your discount. • Less product information will be displayed.
• Supply List, Order from History, Quick Order, and Draft Orders are unavailable • A/R features (View Open Balance, Make Online Payment, and View My Payment
History) are also unavailable
A/R Features
Do you have access to A/R tools?
View Open Balance, Make Online Payment and View My Payment History will be visible in the MY ACCOUNT menu and page.
BE SURE THAT YOU ARE LOGGED IN TO THE CORRECT ACCOUNT
The name of your account will appear below the “My Profile” and “Log Out” links at the top right of every page. Click on the name to open the account change dialogue box (pictured below). Click Select to begin using an account.
View Open Balance
This page displays CUSTOMER INFO, ACCOUNT SUMMARY, AGING, AND INVOICES for the selected account.
Make Online Payment
Select (check) the invoice(s) you want to pay. Select All will select every invoice. Clear All will
clear what you have selected. Click Continue to proceed to Method of Payment.
Required fields are marked by a vertical red bar.
Name, Address, City, State, Postal Code, Country, Phone Number and Email are entered
automatically based on your company/account information. Select MASTERCARD or VISA. Enter your credit card information. Click Continue to pay.
View Payment History
This page displays all payments made for the account that you have selected. Payments can be searched.
Enter a From Date and To Date and click Search to retrieve payment information that took place during the time frame entered.
Click the + to the left of the Check # field to display detailed Check Amounts and Invoice/Credit
#.
Non-A/R Features
Your first time on the site:
Log In
Log in to the site by clicking “Log In” – you will find this at the top-right corner of every page on the website.
You can shop even if you are not logged in, however… • Prices shown will not match your discount • Less product information will be displayed
• Supply List, Order from History, Quick Order, and Draft Orders are unavailable
Preferences – Update these if you are logging in for the first time
After logging in, you can update your search preferences. These only need to be changed the first time you log in. They can be changed in the future if necessary.
1. Click on “My Profile” – found to the left of “Log Out” or on the left end of the main navigation bar. Highlighted in red in image above.
2. Under Profile, click “Change your personal details:” 3. Scroll down the page to the “Preferences” pane.
a. The first menu will change what order search results are displayed in terms of. i. Relevance to the words you used for the search.
ii. Item number (identifying number, not quantity). iii. The item’s description.
iv. Price.
b. The second menu will change whether items are sorted in ascending (starting from the lowest number or price) or descending (starting from the highest number or price) order.
c. The final menu changes how items will be added to a shopping cart.
i. “One item at a time” will add only one item to your shopping cart. Each item on a page will have an button.
The majority of images in this document were taken after selecting “All items on the page at once”.
Searching & Browsing
Using Search to Find Products
Every page on the website has a search field – it is below the “live chat” and “shopping cart” icons. How to search:
1. Click in the box.
2. Type what you want to search for. 3. Press either the enter key on your
keyboard or click the magnifying glass icon to search.
“Narrow Your Search” and “Manufacturers” panes will appear on the left side of the screen. Both can be used to refine your search.
Using Categories to Find Products
The main navigation bar (below the search field) allows you to browse product categories and sub-categories. Once you have selected the first category or sub-category, a page like this (red boxes for highlighting purposes only) will appear:
You can search using the following:
• Monk item number • Basics’ item number • Words in its description or
name (ex: Lenovo thinkpad laptop computer,etc.) • Category (keyboard,
• Categories in the “Browse [product category]” pane and category thumbnails are the same: both will take you to the same page.
• “Narrow your search” pane is visible once you have clicked on to the last sub-category (ex: File Folders). Available products in that sub-category will be displayed (see image below, note red box).
• You can also narrow your search by Manufacturer.
Using Manufacturer Name to Find Products
Browsing by manufacturer is available from the home page or once you begin searching for an item. Find the list on the left side of the page. If it is closed (see image right), click it to view
the list. A pane of categories will appear and can be used to refine your search.
Adding to the Cart via Search
Items can be added to your shopping cart by entering a quantity (sometimes abbreviated as “Qty” and found in every item’s information box) and clicking . That button will appear in one of two places depending on your preferences (see page 1):
1. In each item’s information box (preference set to “One item at a time”).
2. At the top and bottom of a page (preference set to “All items on page at once”).
Comparing Items
Items can be selected while searching and then compared at any time. Add an item for comparison by clicking its check box
• In grid view, use the “Select to Compare” check box at the bottom of each product.
• In list view, use the “Compare” check box underneath the product image.
When checked, the item appears in small boxes like these at the top and bottom of the page.
Buying
Your Shopping Cart
Clicking the shopping cart icon (see image right) allows you to view your cart,
begin checkout, save the cart, and delete items. The icon is available on
every page on the site.
Checking Out
Once you have clicked the shopping cart icon, checkout is a four-page process: Reviewing your cart, confirming shipping, choosing payment, and a final review of the process.
Step 1: Reviewing Cart
Click if you make any changes to Quantity or Comments, or any items. Click to continue.
Step 2: Shipping Options
You can Select a Shipping Address using the drop-down menu. Click to continue. You can also do this before you begin your order by clicking on the location that appears left of your shopping basket (see image)
Step 3: Payment Options
You can apply coupons, enter shipping date, and add order comments on this page. An E-mail
Address and Purchase Order Number (pictured) must
be entered to continue. Click to continue.
Step 4: Complete Order
Your order is complete! An email will be sent to the address entered in the Payment Options page. You can export the same information immediately by clicking
Saved Shopping Carts and Draft Orders
Shopping carts can be saved at any point in the checkout process (click your shopping cart to begin checkout). Click . They appear as “Draft Orders” in the MY ACCOUNT drop-down menu.
Deleting Items from a Cart
Order from History
• Includes all items purchased in the past
• Use “Order History Search” to find specific items.
• The list can be refined by clicking on category under the “Narrow Your Search” title. Search parameters appear above product pane. Remove search parameters by clicking (x) at the top right of each parameter. • Enter the quantity of an item you would like to purchase and then click • In addition to the Order from History page, any item that has been purchased before will
display this icon:
Quick Order
• If you know the item numbers and quantities of the items you wish to purchase, you can also use “Quick Order”.
• Click Add to Order to verify item numbers. Click Add to Current Order to add items to your shopping cart. Your browser will then return to the Quick Order entry page. You must checkout manually: checkout is explained on Page 4.
Favourite Lists
• Favourite Lists simplify consistent purchases. They can be made private.
• You can search each list for individual items. Search terms are the same as noted on page 2
• Items can be tagged with Comments on the Edit page. These are useful for identifying items, for example “Sarah’s favourite pen”.
• Order of items in a list can be changed using the “seq #” column.
• Products can be added to Favourite Lists while browsing or searching for products (see above) and by a search tab at the top of each Favourite List’s Edit page
• Item quantities can be changed from the supply list page (be sure to click after changing the quantity).
• Click Cancel to return to the list of Favourite Lists
Track orders
• Prior orders can be reordered.
o Click the order number to view its details and/or reorder. o Quantity can be changed from the shopping cart.
Location & Payment
Changing Location
The name of your account will appear below the “My Profile” and “Log Out” links at the top right of every page. Click on the name to change your location if you order for multiple sites or departments.
Returns
Call our customer service centre to process returns. If your account has online returns enabled you can use that option.
Online (not available by default)
1. Select Order Number
a. Find the Order Number that contains item(s) you wish to return
b. Click Sel next to the appropriate Order
Number.
2. Select Reason, Enter Quantity, Enter Pick Up Location
a. Select from drop down menu the Reason for your return.
b. Enter the Quantity you are returning.
c. Optional: Enter Pick Up Location if different from where item(s) was delivered.
d. Click Next.
3. Review and Confirm
a. Review the reason, item(s) quantity, and item(s) being returned.
b. Click Create Return to confirm the return.
4. Print and Attach
a. Find an email from us with an attached Return
Authorization PDF.
b. Print and attach Return Authorization to item(s).
Call-in
1. Acquire your Order # or
Invoice #
2. Acquire the Item #
3. Know the number of items you are returning
4. Call customer service a. 250-384-0565 b. 1-800-735-3433
Managing Issues
Backordered and Damaged Products
Call customer support (see right) regarding backorders, damaged products, and discrepancies between products ordered and received.
Changing & Cancelling Orders
Order Discrepancies
Call customer support if you receive something(s) you did not order or did not receive something(s) you ordered, speak with our customer service staff.
Billing Issues
Billing issues are handled by Gabriele Cruse. She can be reached by phone and email. Direct: 250-475-3359
Email: [email protected]
Extra Details & Tips
Environmental handling fees are added to shopping carts as a separate item.
Stuck? These tips may help:
If a page does not look like you expect it to, find the Cancel or button. Click on one of the two, depending on the desired action.
not doing anything? Check that you have entered a quantity.
Can’t find a pane you are looking for, such as the “manufacturer” pane? Any box that has a blue header with white text and a white triangle (see right for
