Ordering

Using the Shopping Cart

Shopping Cart Overview

When you find an item you want to order, you add it to a shopping cart. With appropriate privileges, you can have up to eight shopping carts at a time. If you have multiple shopping carts, OneSource IT will add your item to the active cart. If you have no shopping carts, OneSource IT will create one when you add an item.

 

 

Viewing Contents of a Shopping Cart

To view the contents of a shopping cart:

1.     To open the active cart, click the shopping cart icon at the top of the screen. The active shopping cart opens.

2.     After opening the shopping cart, you can rename or empty it, add items or notes, change quantities, create a new cart, or check out.

To rename the cart, input the new name in the Cart Name in the field and press Update Cart.

Adding Items to Your Cart

You can add an item to your shopping cart from the results list, product detail view, Accessories tab or comparison view. You can also add an item (by item ID) to the cart in the shopping cart detail view, as described in Modifying a Shopping Cart.

If you already have one or more shopping carts, OneSource IT will add the item to the active cart. If you have no shopping carts, OneSource IT will create one when you add an item.

To add an item to your cart from either the results list or the product detail view:

1.     In the quantity box next to the shopping cart icon, type the number of items that you want to add to the cart.

2.     Click the shopping cart icon. The item is added to your cart in the quantity you specified.

3.     The "Items in Cart" number at the top of the screen increments by one each time you add an item (in any quantity).

Note: The "Items in Cart" refers to line items - not individual products.

You can also add items to your cart from the Accessories tab, the Comparison view, and the Standard Catalog.

Adding Non-Catalog Items to Your Cart

The Non-Catalog Item Request page makes it easy to order items that are not in the OneSource catalog. 

To request an item not in the OneSource catalog:

1.     To request an item not in the OneSource catalog, click on Non-Catalog Item in your Shopping Cart.

2.     On the Non-Catalog Item Request page, enter the following information for each item you want to request:

• Part # (required)

• Quantity desired (required)

• Description (required)

• Price (required)

• Notes (if applicable)

3.     If you need to request additional items, click the Add Another Item hyperlink at the bottom of the page.

4.     After you have entered information for each item you want to order, click Submit. The requested item is added to the active cart.

Modifying Your Shopping Cart

In the shopping cart detail view, you can change the name of the cart, update item quantities, add items by Part #, add or remove notes, and remove line items.

Note: Modifying the cart will make it the active cart.

To modify your shopping cart:

1.     Open the shopping cart detail view as described in Viewing Contents of a Shopping Cart.

2.     In the detail view, you can modify your cart in any of the following ways:

·         Edit the name of the cart.

·         Edit order quantity for any item.

·         Type an item number in the Part # field and click Add to add the item (quantity of 1) to your cart. It will appear as a new line item. You may then increase the quantity, if you wish, as described in the previous step.

·         Click  at the end of a line item to remove the line item from the cart.

·         Click  at the beginning of a line item to attach a note for the ePlus Sales team regarding the item.  Click and click on Delete to remove a note.

3.     Click Update Cart at the bottom of the screen to save your changes.

To Empty Your Shopping Cart

To empty your shopping cart:

1.     Open the shopping cart detail view as described in Viewing Contents of a Shopping Cart.

2.     Click Empty Cart at the bottom of the shopping cart page to remove all items from your cart.

Creating a New Shopping Cart

To create a new shopping cart:

1.     Open the shopping cart detail view as described in Viewing Contents of a Shopping Cart.

2.     Click Create New Cart at the top-right of the shopping cart page. OneSource IT creates a new empty cart and makes it the active cart, and displays it in detail view. With appropriate privileges, you can have up to eight shopping carts at a time.

Note: OneSource IT creates a new shopping cart for you automatically whenever you have no carts and choose to add an item to your cart.

Submitting Your Order

Checking Out

You use the "Checkout" feature to submit your OneSource IT order.

To check out:

1.     Open the detail view of the shopping cart that you want to check out. (For more information, see Viewing Contents of a Shopping Cart.)

2.     From the Shopping Cart page, there are two ways to go to the Route Order page:

• Click the Checkout link in the upper-right corner of the page.

• Click the Checkout button at the bottom of the page.

3.     In the Route Order page, enter the following information (an asterisk appears next to the Send To, a required field). Note that when you create an order, One Source IT automatically populates several of the fields that appear on an order with the defaults set in the My Preferences page of your user account record, simplifying the order entry process:

·         Ship To (Address): Select from the drop-down list. Users with appropriate privileges can add new addresses to the drop-down list by typing them in this field and then clicking the Save for Next Time option. (Users with appropriate privileges can also manage shipping addresses by clicking the Shipping Addresses tab from the My Account menu.)

This field enables you to search for an address by entering one or more keywords. When you search by keyword, OneSource IT returns addresses that contain the entered keyword(s), which you can then select from.

·         Ship Contact: Enter a first and last name or select from the drop-down list. Users with appropriate privileges can add new contacts to the drop-down list by typing them in this field and then clicking the Save for Next Time option. (Users with appropriate privileges can also manage shipping contacts by clicking the Shipping Addresses tab from the My Account menu.)

·         Shipping Method: Select your preferred shipping method from the drop-down list.

·         PO Number: Enter the purchase order number.

·         Order Comments: You can use the Order Comments field to enter any additional information that you want to submit to ePlus Sales with your order. Note that the comments entered here appear in the confirmation email notification One Source IT sends to you after you submit your order.

·         Order Note: Additional customer-specific data fields may appear in the page. If so, complete the fields as needed.  These fields can be configured to appear for specific steps (i.e., approvers) in the approval workflow process an order is assigned to. Organizations not using the workflow feature can still use these data fields.

·         Invoice Notes: Use the Invoice Notes box  to enter accounting information (such as project number, cost center, business unit, etc.) that will print on the ePlus invoice and packing lists.

·         Send To:  If workflow is enabled, select the approver you want to send the order to. After you submit your order for approval and processing, OneSource IT sends an email notification to the selected approver.

4.     To process your order, click the Submit button at the bottom of the screen.

·         If the order is entering an approval workflow queue, the order will appear on the Requisitions page, which you can access by clicking Approvals in the Manage box. You will be notified by email when your order is approved or rejected.

File Attachment

You can also upload a file (format Excel, Word, or Visio) less than 5MB in size.

 

·         If workflow is not enabled and your order is going directly to OneSource IT, OneSource IT assigns the Submitted to ePlus status to the order, and your order will appear on the Order Status page, which you can access by clicking Status in the Manage box. You will receive email confirmation of your order. Note that the email confirmation you receive is populated with the order information entered here in the Route Order page for your order.

Note: Upon checkout, the shopping cart is deleted and OneSource IT creates a new, empty cart so that you can begin a new order.

5.     To return to the Home page, click the Return Home link at the bottom of the page.

Related Topics:

Workflow Overview

Requisitions

Pending Orders

 

 

Backorders

The description of every item in OneSource IT catalog includes availability. Ordering items that are out-of-stock or in short supply may result in a backorder. Backorder status is indicated on the Pending Orders page. The duration of backorders varies and depends on many factors. If you have questions about a backorder, contact your ePlus Sales Representative.

Discounts and Rebates

The pricing that you see in your OneSource IT catalog reflects pre-negotiated terms established in the contract between ePlus and your organization. In general, any additional discounts or rebates do not apply.

• Manufacturer rebates – Although manufacturer rebates may be factored into the cost calculations that determine OneSource IT pricing, this is not visible to the customer. Manufacturer mail-in rebates are not available through OneSource IT.

• Volume purchase or shipping discounts – OneSource IT does not offer volume discounts above and beyond the terms established in the customer contract with ePlus. Orders entered separately (i.e., at different times, in different shopping carts) are processed separately and generally cannot be combined to reduce shipping costs.

• Reseller or dealer discounts – OneSource IT does not offer any type of discounts above and beyond the terms established in the customer contract with ePlus.

Order Changes and Corrections

If you have any questions about an order you have already placed, contact your ePlus Sales Representative. He or she can help you answer questions such as:

• I inadvertently placed a duplicate order. What should I do now?

• Can I add, change or remove items from my order after it has been submitted?

• What should I do if an item is missing from my order?

Your ePlus Sales Representative may be able to change or cancel your order if necessary. Orders that are voided or cancelled cannot be reactivated.

Ordering FAQ

1.     Does OneSource IT accept phone, fax, email or snail mail orders?

No. OneSource IT accepts orders through the OneSource IT Web site only.

2.     Which states require their residents to pay sales tax for OneSource IT orders?

ePlus is registered to collect sales tax on orders to most U.S. states. For more information, please contact your ePlus Sales Representative.

3.     I am a tax-exempt government employee. How do I place an order with OneSource IT without being charged for tax?

Customers who provide a valid exemption certificate will not be charged for tax.

4.     Does OneSource IT support credit card transactions?

OneSource IT does not support credit card transactions.

5.     May I pay using a check?

You can pay by check or through your open terms account. You select one or more of these payment options when you set up your OneSource IT account.

6.     Can I establish a credit limit for purchases?

ePlus sets a credit limit on every OneSource IT customer account.

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