compass group ireland point of sale online portal … · 2018. 2. 20. · compass group ireland ....
TRANSCRIPT
COMPASS GROUP IRELAND
POINT OF SALE ONLINE PORTAL USER GUIDE
JANUARY 2018
WHAT’S CHANGING ?
Point of Sale will no longer be automatically allocated to units. Units will now be responsible for ordering point of sale for their site.
LOGIN
Type Web Address into your Brower https://compass.mcgops2.com/.
A window should display the live website as below:
Save Page to your Favourites
Desktop / Laptop
Step 1 : Highlight Star on Tool Bar
Step 2: Click on Add to Favourites
Step 3: Name > Compass Group Point of Sale Portal
Step 4: ADD
How to access your favourites from your home screen >
Mobile
Step 1: Open Internet on Phone
Step 2: Type Web Address into your Brower https://compass.mcgops2.com/.
Step 3: Click on relevant button based on mobile phone device, Add to Bookmarks & Save.
Samsung Phone
IPhone
How to access your favourites from your home screen on your Mobile>
Samsung
IPhone – From Home Screen
Login Continued
Type Web Address into your Brower https://compass.mcgops2.com/ or simply, click on the link in your favourites bar on your desktop/laptop/mobile device.
Enter your unique username & password
Note:
Username & Passwords have been issued via email to each site, operation managers & nominated head office users.
All users will be prompted every 90 days to update password for security reasons.
Forgot your password function? See steps highlighted in screen grabs below.
On completion of login, you will be automatically taken to the main Welcome page navigation.
WELCOME PAGE NAGIVATION
The Welcome page is your starting point for ordering a product.
From here you can:
• Search for a product by entering keywords in the search box on the right • Select a product group from the list on the main screen. This will narrow
down your search to a specific category. **RECOMMENDED** • Navigate to your account details, view your basket contents or sign out by
using the Navigation bar on the top right side.
A. Search - search box B. Product groups- Begin your browsing by selecting a Product Group C. Top icons - Main Toolbar hosts Account Features (see details below). Account Features…
• Click on... To... Home at the top of the screen to go back to this Welcome page at any time. Manage your account details View your shopping cart contents See draft orders - orders that have been auto-saved by the system during work. Help to open the customer user guide Sign out from your account
A
B
C
ORDERING POINT OF SALE
There are 4 function on the online portal.
1. Select Point of Sale & Send to Print 2. Edit Point of Sale & Send to Print 3. Edit Point of Sale & Download for Printing In-Unit 4. Download for Printing In-Unit or Uploading on Digital Screens
1. SELECT POINT OF SALE & SEND TO PRINT
This requires no editing by user.
Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category.
Step 2: Select the Point of Sale item you want by clicking on Place an Order Button
Tip:
Enlarge Feature > There is an enlarge feature on all the image thumbnail if you want to examine the Point of Sale item before going any further.
Step 3: Select the desired size
Step 4: Select the quantity required
Step 5: Proof
Step 6: Add to cart
2. EDIT POINT OF SALE & SEND TO PRINT
Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category.
Step 2: Select the Point of Sale item you need by clicking on Place an Order Button
Step 3: Input / Change Fields
Insert your relevant message / price into the field boxes
Step 4: Refresh Preview
Ensure you are happy with the changes, Click on next if you have no further changes
Step 4: Select the desired size
Step 5: Select the quantity required
Step 6: Proof
Step 7: Add to cart
Additional Example for training: Fresh Fish Bar Poster
3. EDIT POINT OF SALE & DOWNLOAD FOR PRINTING IN-UNIT
These are black & white files which can be downloaded directly to your computer for in unit printing
Step 1: Select a product group from the list on the main welcome screen. This will narrow down your search to a specific category.
Step 2: Select the Point of Sale item you need by clicking on Place an Order Button
Step 3: Input / Change Fields
Insert your relevant message into the field boxes
Step 4: Refresh Preview
Refresh preview to ensure you are happy with changes. Click on next if you are happy to proceed.
Tip:
If you want to remove a product from the list, delete from list but also remember to remove the gap by pressing the back space button so gap doesn’t appear in the menu!
Product that are not on the list can be added at any point by pressing enter to create a new line.
Remember: Always double check spelling!
Step 5: Download
Step 6: Save & Print
Click on save to save file to your computer or send directly to the in-unit printer.
Additional Examples for Training purposes: Chef Special & Pancake Tuesday Menu
4. DOWNLOAD FOR PRINTING IN-UNIT OR UPLOADING ON DIGITAL SCREENS
These are files that can be downloaded directly to your computer for in unit printing or for uploading on digital screens.
Step 1: Select product group from the list on the main welcome screen. (Relevant Folders: Digital Assets & Unit Guides).
Step 2: Select the download item you want by clicking on download button.
Step 3: Save down to your computer for uploading onto digital screens.
Additional Examples for Training purposes: Unit Guide & Newsletters
STOCKED PAPER
All units should always have a quantity of stocked paper in your unit.
How to order stocked paper…
Step 1: Select a stocked paper from the product group list on the main welcome screen.
Step 2: Place Order
Step 3: Continue
Step 4: Select Quantity Required
Step 5: Add to Cart
WHY SHOULD I ORDER IT & WHAT IS THE STOCKED PAPER FOR?
1. In-house Printing of RI Labels 2. In-house Printing of Product Tickets 3. In-house Printing of SEL’s (Shelf Edge Labels) 4. In-house Printing of Monthly Retail Promotions
1. IN-HOUSE PRINTING OF RI LABELS
Overprint information downloaded from source portal.
2. IN-HOUSE PRINTING OF PRODUCT TICKETS
Step 1: Select product tickets from the list on the main welcome screen.
Step 2: Select Product Ticket Template
Step 3: Type in Item Description into the field boxes
Step 4: Refresh Preview & Double Check Spelling
Step 5: Make any changes necessary
Step 5: Proof
Step 6: Load Paper Tray of In-Unit Printer with Product Ticket Stocked Paper
Step 7: Send File to Print
Step 8: Rip perforated paper into individual Product Tickets.
Tip
Save Time! There are pre-populated product tickets available for various categories. This will save you typing in every single line item. Click on the category you need, edit any fields, and go from Step 4 above.
3. IN-HOUSE PRINTING OF SEL’S (SHELF EDGE LABELS)
Step 1: Select product tickets from the list on the main welcome screen.
Step 2: Select SEL Ticket Template
Step 3: Type in Item Description & Price into the field boxes
Step 4: Refresh Preview & Double Check Spelling
Step 5: Make any changes necessary
Step 5: Proof
Step 6: Load Paper Tray of In-Unit Printer with SEL Ticket Stocked Paper
Step 7: Send File to Print
Step 8: Rip perforated paper into individual SEL Tickets.
Tip
Save Time! There are pre-populated SEL tickets available for various categories. This will save you typing in every single line item. Click on the category you need, edit any fields, and go from Step 4 above.
5. IN-HOUSES PRINTING OF MONTHLY RETAIL PROMOTIONS
Step 1: Select retail promotions from the list on the main welcome screen.
Step 2: Select Special Offer A4 Poster or Shelf Talker Template
Step 3: Type in Item Description & Roundel Price into the field boxes
Step 4: Refresh Preview & Double Check Spelling
Step 5: Make any changes necessary
Step 5: Proof
Step 6: Load Paper Tray of In-Unit Print with Product Ticket Stocked Paper
Step 7: Send File to Print
CHECK OUT – DON’T FORGET TO CHECK OUT!!
Step 1: Click on basket
Step 2: Review Order
Step 3: Edit if Required
Step 4: Checkout / Continue Shopping
Step 5: Confirm Shipping Details Shopping Cart Items –
Step 6: Order Complete
OTHER IMPORTANT NOTES
- When you receive your seasonal marketing brochure, log on & order point of sale for mandatory calendar events for the coming months before the print deadline specified in the brochure.
- Lead time from ordering to delivery is 5 working days – with the exception of calendar events which has cut off dates attached for ordering.
- Delivery charge costs €9.00 per delivery > Therefore, please refrain from ordering 1 item at a time on the online portal. Look to order as many things as you need in one go.
- Reminder: You can access the mobile version of the site from your phone if the unit is offline or experiencing internet issues.
- Operations managers or Super users can order items on behalf of units.
Email [email protected] if you have any POS requirements that cannot be serviced from the online portal.
- With the launch of this portal, the business is banning the use of Word Art & DIY templates that are currently being used in the business. It is important that you work to remove such signs in your unit over the coming weeks.
- Dump out of date or scruffy / stained POS - Remember – once an calendar event is over, take down the Point of Sale - Store all reusable Point of Sale in ONE place – in a clean and dry
environment.