hire computer setup guide
TRANSCRIPT
NEW HIRE COMPUTER SETUP GUIDE
Version 6
Confidential – For Internal Use Only Revised: January 19, 2021
Table of Contents
Section 1 – Laptop Requirements __________________________________________________ 1
1.1: Prerequisites ______________________________________________________________ 1
1.2: Windows 10 Navigation _____________________________________________________ 1
Section 2 – Desktop Configuration _________________________________________________ 2
2.1: Internet Explorer Settings ___________________________________________________ 2
2.2: Create Shortcuts to Supporting Websites ______________________________________ 5
2.3: Configuring Lawson OneDrive _______________________________________________ 7
Section 3: Lawson Proprietary Software ____________________________________________ 7
3.1: OrderPad Downloadable Catalog _____________________________________________ 7
3.2: Label Print Request _______________________________________________________ 11
3.3: OrderPad 12
Section 4: Other Recommended Software 19
4.1: Download and Install LibreOffice 19
Section 5: SmartPhone Applications ______________________________________________ 24
5.1: Setting Up Lawson Outlook on Smartphone ___________________________________ 24
5.2: Setting Up Lawson Outlook Signature on Smartphone __________________________ 24
5.3: Setting Up Lawson Sales Center on Smartphone _______________________________ 25
5.4: Setting Up Lawson/Kent Catalog on Smartphone _______________________________ 25
5.5: Setting Up Smartsheet on Smartphone _______________________________________ 26
5.6: Setting Up Lawson/Kent Website Icons on Smartphone _________________________ 26
5.7: Setting Up Microsoft Teams on Smartphone ___________________________________ 27
5.8: Setting Up Microsoft OneDrive on Smartphone ________________________________ 27
5.9: Setting Up Dayforce on Smartphone _________________________________________ 28
5.10: Setting Up the Lawson Central App on Smartphone ___________________________ 28
Lawson Products, Inc. New Hire Computer Setup Guide Section 1: Laptop Requirements
Section 1 – Laptop Requirements
This document outlines installation and configuration of Lawson software and other recommended software that will be used to complete daily tasks as a sales representative.
1.1: Prerequisites
The following applications are prerequisites that usually are installed on the manufacturer OS image. If you do not have these prerequisites, please make sure to visit the sites listed to install.
• Adobe Reader
http://get.adobe.com/reader/?promoid=JZEFU
• Java http://java.com/en/download/ie_manual.jsp?locale=en
• Antivirus There are many anti-virus offerings and it is recommended that all Windows computers have an anti-virus program. You may have an anti-virus installed such as Norton, McAfee, AVG, etc. If you do not have one installed, Lawson recommends a Windows Defender that is installed on your Windows 10 PC.
1.2: Windows 10 Navigation
The links below provide access to information regarding how to navigate Windows 10
• Microsoft Support and Tutorials o http://windows.microsoft.com/en-us/windows-10/support o https://www.youtube.com/watch?v=FZqKyhfD7-E
• Keyboard Shortcuts for Easier Navigating
o http://www.laptopmag.com/articles/windows-10-keyboard-shortcuts
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
Section 2 – Internet Browsers
2.1: Lawson applications work with many different browsers. Google Chrome and
Microsoft Edge are the most frequently used browsers. Reference the Internet
Browser Compatibility Matrix on Lawson Central link Note: The Browser Compatibility list changes frequently.
Use the link above to view the most current version.
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
2.1.2: Internet Explorer Allow Content for SAP Portal Applications
1. Open a Web Browser
2. Go to Tools (Gear in the top left corner)
3. Click on Internet options
4. Click on the Security tab
5. Click on Custom level
6. Scroll down until you find Display mixed content
7. Make sure Enable is checked
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
8. Click OK
9. Click Yes on the window that pops up
10. Close out of Internet Options
11. Close and reopen Internet Explorer for settings to take effect
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
2.2: Create Shortcuts to Supporting Websites
There are several websites that you will access frequently for support in your daily activities. These sites and the URL to their sign in/home page are listed in the table below. Follow the steps below to create shortcuts on your desktop.
1. Go to the following website: https://lawsonproducts.exavault.com/login
2. Enter the following credentials: Username: agentworks
Password: l@ws0n5
3. Click on the blue down arrow next to Supporting Websites.vbs and select Download
4. Click Open
5. Click Open. Icons will then be displayed on your desktop
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
6. Follow the chart below for description of each shortcut that was created
Website
Kent-Automotive
• Company website
Lawson Products
• Company website
NPN360
• Site for ordering Marketing Materials, etc.
• See the email you received from [email protected] for User name & password
• For password reset & log in questions: 847.215.7300 or [email protected]
Brand Builder Supplier -Staples
• Site for ordering clothing with Lawson/Kent logos, etc.
• See the email you received from [email protected] for Username and Password
• For password resets and login questions:
o US: 800.602.6092 or [email protected]
o Canada: Michael Terminesi at 289.695.8244 or [email protected]
Smartsheet
• Site to access your Prospect List and Sales Activity Log, and Development Plan Checklist.
• To set up your Smartsheet account, please refer to the Job Aid (on Lawson Central). To view this Job Aid:
1. Open Lawson Outlook on your PC.
2. Click here to open the Job Aid.
• If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Click the Lawson Central Icon on your desktop
2. From the Lawson Central Home page, click: - Sales Resources tab at the top of screen -Technology link on left of page
-Smartsheet Account Setup Job Aid link under Smartsheet heading
Dayforce
• Site to access Payroll
• Credentials for the site: o Username: [email protected] (ex. [email protected])
If you are a Kent Rep, you will need to use @lawsonproducts.com when logging in
o Password: Lawson (all lowercase) + last four of SSN/SIN (ex. Lawson4321
Microsoft Teams
• Microsoft Teams is a chat-centered workspace in Office 365. It brings people, conversations, files, and tools into one place, so everyone has instant access to the resources they need to collaborate.
• To Access MicrosoftTeams, Click here to open the Job Aid.
LawsonU
• LawsonU is the companies training portal
• Courses will be accessed through this website to be completed • To access LawsonU, please Click Here
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Lawson Products, Inc. New Hire Computer Setup Guide Section 2: Desktop Configuration
2.3: Configuring Lawson OneDrive
Below are hyperlinks to access How To guides to configure OneDrive. Lawson OneDrive allows for Cloud
Storage for files, videos, and more.
Windows 10 – How To Configure
Section 3: Lawson Proprietary Software
3.1: OrderPad Downloadable Catalog
To install the downloadable catalog, follow the steps below:
Notes:
• This is the only version of the catalog formatted to allow for importing to OrderPad
• Instructions have been written for use on computers using Internet Explorer
1. Go to http://myportal.lawsonproducts.com or double click the Lawson SAP Portal icon on your desktop
2. Enter the following credentials: Username: Representative number (5-digit or 6-digit ID) Password: lawson and the last four of SSN OR current password
3. Click Log on
4. On the SAP Portal home screen, click your assigned OrderPad tab
5. Click the OrderPad Catalogs link
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
6. A page with icons for the catalogs available appears. This page is updated when new OrderPad catalog versions are available.
7. Click the link for the version of the catalog you want to use
8. A File Download security window appears
9. Click the Run button
10. On the Welcome to Lawson Products Catalog DL Setup window, click Next
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
11. On the License Agreement window, click I Agree
12. On the Choose Catalog window, make sure the proper catalog box is checked and click Next
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
13. On the confirm settings window, click Install. Installation will take a few moments to complete
14. Uncheck the Run Lawson Products Catalog DL box and click Finish
15. An icon will appear on your desktop that you can click to open the catalog. The Catalog will open in
your computer’s default browser.
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
3.2: Label Print Request
Label Print Request is where labels, backplates, and bin labels can be order for customers without putting an
order through the OrderPad system. This is a web-based program and the following instructions will assist with
access the program. Job Aid on how to use the Label Print Request system, click here.
1. Open Internet Explorer Browser and Go to https://myportal.lawsonproducts.com
2. Enter the following credentials: Username: Representative number (5-digit or 6-digit ID) Password: lawson and the last four of SSN OR current password
3. Click Log In
4. Select your assigned OrderPad Region Tab. This will be one of the following locations:
5. Select Label Print Request Application
6. You will then be prompted to login to Label Print Request
7. Enter the following credentials: Username: Representative number (5-digit or 6-digit ID) Password: lawson and the last four of SSN OR current password
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2. Starting at your desktop, hold down the Windows Key and press the R key
Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
3.3: OrderPad
3.3.1: Adjust Power Settings for OrderPad
IMPORTANT: Make sure your laptop is plugged into the power supply and not running on battery
It is strongly recommended that you install OrderPad when you are able to access a high-speed
internet connection in your home or office.
To avoid lengthy download times, do not attempt to install OrderPad from a location with a slow
or unreliable internet connection (hotspot, restaurants, etc.)
1. Adjust Power settings before setup and initial sync process
Note: This step ensures that your laptop will not go into Sleep mode during the installation process
(which would require you to re-start the installation process)
This setting only affects your laptop when it is plugged in; the settings for battery usage are not
affected by this step in the installation process
3. The Run window will appear
a. Type the following: powercfg.cpl
b. Click OK
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c. On the Power Options window click Change plan settings
c. Click Save changes
d. Close the Power Options window
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a. Under the Plugged in section of the Edit Plan Settings window, select Never in both drop boxes
Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
3.3.2: Installing OrderPad
NOTE: You CAN NOT install OrderPad until your official start date
1. Go to https://lawsonproductsinc.sharepoint.com/sites/IT/SitePages/OrderPad.aspx?web=1
2. Click on the OrderPad download
3. Click the Run button that appears in the lower right corner of the screen
NOTE: The warning shown below may appear at the bottom right of the screen: “OrderPad.exe is not commonly downloaded and could harm your computer”
• If this message appears, continue to Step 7
• If the InstallShield Wizard window appears instead, jump ahead to Step 10
4. Click the Actions button to the right of the warning message
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
5. Click the More Options arrow.
6. Click the Run Anyway button
7. Click Next
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
8. Click the Install button to begin the installation. The installation will take a few moments
9. When the InstallShield Wizard is complete, click the Finish button
10. Double click the OrderPad icon on the desktop
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
11. The OrderPad Configuration window appears
12. Fill out the OrderPad configuration screen
• Enter Representative ID (5-digit or 6-digit ID)
• Select your Country and your Company from drop down lists.
• Click Save
13. The OrderPad Login Screen appears. To Log in, use the same information you use to log in to the
SAP Portal, and click OK
- Username: Representative ID (5-digit or 6-digit ID)
- Password: Current Password
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Lawson Products, Inc. New Hire Computer Setup Guide 3: Lawson Proprietary Software
14. At this point OrderPad will begin to synchronize data
IMPORTANT: The synchronization process may take a significant amount of time to complete.
DO NOT CANCEL THE SYNCHRONIZATION PROCESS ONCE IT BEGINS. You can use your
computer for other tasks while the synchronization process continues
15. When sync process is complete, the OrderPad window will open and will show STATUS in the bottom
left hand corner
*If you have not installed the OrderPad Downloadable Catalog, please go to section 3.1 of the guide
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New Hire Computer Setup Guide Section 4: Other Recommended Software
Section 4: Other Recommended Software
4.1: Download and Install LibreOffice (alternative to Microsoft Office Suite)
1. Go to the following URL: https://www.libreoffice.org/
2. Click Download and select Download LibreOffice
3. Click Download Version 6.1.3
4. Click Run
Download will take a few minutes depending on your Internet connection
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New Hire Computer Setup Guide Section 4: Other Recommended Software
5. Click Next
6. Click Next
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New Hire Computer Setup Guide Section 4: Other Recommended Software
7. Click Install
8. Click Finish
9. Double Click the icon on your desktop to launch LibreOffice
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New Hire Computer Setup Guide Section 4: Other Recommended Software
10. Click the Tools menu and select Options
11. Click the Load/Save arrow and select General
12. Uncheck the box to the left of Warn when not saving in ODF or default format.
13. Click the Always save as drop down and select Microsoft Word 2007- 2019 (.docx)
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New Hire Computer Setup Guide Section 4: Other Recommended Software
14. Click the drop down for Document Type and select Spreadsheet
15. Click the drop down for Always save as and select Microsoft Excel 2007-2019 (.xlsx)
16. Click the drop down for Document Type and select Presentation
17. Click the drop down for Always save as and select Microsoft PowerPoint 2007- 2019 (.pptx)
18. Click the OK button.
19. Installation is finished and the application can be closed.
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New Hire Computer Setup Guide Section 5: Other Recommended Software
Section 5: SmartPhone Applications
5.1: Setting Up Lawson Outlook on Smartphone
To set up Lawson Outlook on your cell phone, please refer to the Job Aid (on Lawson Central)
To view this Job Aid:
• Click here to open the Job Aid for Android
• Click here to open the Job Aid for iOS (iPhone)
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page:
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
c. Select How To’s on the left hand menu
d. Select Microsoft Outlook folder then select Email (mobile)
e. Click the HOW TO – Setup Outlook App for iOS or Setup Outlook App for Android link.
5.2: Setting Up Lawson Outlook Signature on Smartphone
To set up Lawson Outlook Signature on your cell phone, please refer to the Job Aid (on Lawson Central)
To view this Job Aid:
• Click here to open the Job Aid for Android
• Click here to open the Job Aid for iOS (iPhone)
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
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New Hire Computer Setup Guide Section 5: Other Recommended Software
c. Select How To’s on the left hand menu
d. Select Microsoft Outlook folder, then select Email (mobile)
e. Click the HOW TO – Add a Signature in the Outlook Mobile App for iOS and Android devices link. The job aid will open
5.3: Setting Up Lawson Sales Center on Smartphone
To set up Lawson Sales Center on your cell phone, please refer to the Job Aid (on Lawson Central)
To view this Job Aid:
• Click here to open the Job Aid for Android
• Click here to open the Job Aid for Apple (iOS)
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
c. Select How To’s on the left hand menu
d. Select Lawson Mobile Applications folder
e. For Android Device click HOW TO – Access Lawson Sales Center App –Android
For Apple Device click HOW TO – Access Lawson Sales Center App –Apple(iOS)
5.4: Setting Up Lawson/Kent Catalog on Smartphone
If you are using an Android Device follow the steps below:
Lawson Products Catalog Kent-Automotive Catalog
1. Go to Google Play Store 1. Go to Google Play Store 2. Search Lawson Products 2. Search Kent-Automotive
0. Click Lawson Catalog app 3. Click Kent Automotive app
4. Click Install 4. Click Install
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New Hire Computer Setup Guide Section 5: Other Recommended Software
If you are using an Apple (iOS) Device follow the steps below:
Lawson Products Catalog Kent-Automotive Catalog
1. Go to the App Store 1. Go to App Store 2. Search Lawson Products 2. Search Kent-Automotive
1. Click Lawson Catalog 3. Click Kent Automotive app
4. Click Get 4. Click Get
5. Click Install 5. Click Install
5.5: Setting Up Smartsheet on Smartphone
If you are using an Android Device follow the steps below:
1. Go to Google Play Store
2. Search Smartsheet
3. Click Smartsheet Project Management
4. Click Install
If you are using an Apple (iOS) Device follow the steps below:
1. Go to the App Store
2. Search Smartsheet
3. Click Smartsheet - Project Management
4. Click Get
5. Click Install
NOTE: You will use the same login credentials from the Smartsheet website on your computer
5.6: Setting Up Lawson/Kent Website Icons on Smartphone
To view this Job Aid:
• Click here to open the Job Aid
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
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New Hire Computer Setup Guide Section 5: Other Recommended Software
c. Select How To’s on the left hand menu
d. Select Lawson Mobile Applications folder
e. Click HOW TO – Add an Icon to Mobile Device for Lawson/Kent Websites
5.7: Setting Up Microsoft Teams on Smartphone
NOTE: Please make sure that Microsoft Teams is set up on your computer before installing the mobile app.
Instructions on how to set up the computer version, see page 6, inside the chart
To view this Job Aid:
• Click here to open the Job Aid for Android
• Click here to open the Job Aid for iOS (iPhone)
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
c. Select How To’s on the left hand menu
d. Select Microsoft Teams folder
e. For Android, click HOW TO – Install and Navigate Microsoft Teams App – Android
For iOS, click HOW TO – Install and Navigate Microsoft Teams App – iOS
5.8: Setting Up Microsoft OneDrive on Smartphone
To view this Job Aid:
• Click here to open the Job Aid for Android
• Click here to open the Job Aid for iOS (iPhone)
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
New Hire Computer Setup Guide Section 5: Other Recommended Software
b. Click IT Resources, under the Information Technology field.
c. Select How To’s on the left hand menu
d. Select Microsoft OneDrive folder
e. Click HOW TO – Install OneDrive for iOS and Android
5.9: Setting Up Dayforce on Smartphone
To view this Job Aid:
• Click here to open the Job Aid
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
c. Select How To’s on the left hand menu
d. Select Dayforce folder
e. Click HOW TO – Install the Dayforce Mobile Application
5.10: Setting Up the Lawson Central App on Smartphone
To view this Job Aid:
• Click here to open the Job Aid
Note: If you are working from a printed version of this document, you can view this job aid on Lawson Central as follows:
1. Double Click the Lawson Central icon on your desktop
2. From the Lawson Central Home page
a. Click the Department link at the top of the home page. A drop down appears.
b. Click IT Resources, under the Information Technology field.
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New Hire Computer Setup Guide Section 5: Other Recommended Software
c. Select How To’s on the left hand menu
d. Select Lawson Central folder
e. Click HOW TO –Install and Access the Lawson Central App
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