retailer portal user guidesignup.donaghysales.com/files/donaghy_sales_retailer... · 2020. 9....
TRANSCRIPT
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Retailer Portal User Guide
Version: 2 Date: 3/18/2020
Welcome to the Donaghy Sales Retailer Portal
Retailer Portal will allow you to view your account balance, view and pay invoices, and place
orders online.
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Contents
1. Retailer Portal Dashboard .................................................................................................................... 3
2. How to Sign Up and Log In ................................................................................................................... 4
3. How to Switch Accounts (if you have multiple) .................................................................................. 5
4. How to View and Pay Invoices ............................................................................................................. 6
5. How to Place an Order ......................................................................................................................... 8
6. How to Create Shopping Lists ............................................................................................................ 10
7. Frequently Asked Questions .............................................................................................................. 11
o What are the deadlines for placing orders online? ................................................................... 11
o How do I modify or cancel an order? ......................................................................................... 11
o When must I pay my invoice? .................................................................................................... 11
o How do I request Point of Sale? ................................................................................................. 11
o Why is the invoiced price different to that shown on the online order confirmation email? .. 11
o What is my account login information? ..................................................................................... 11
o I lost my password, how do I reset it? ....................................................................................... 12
o I have multiple accounts; do I need multiple logins? ................................................................ 12
o How do I find my sales representative’s contact info? .............................................................. 12
o How do I find an invoice from a prior delivery? ........................................................................ 12
o Can I access the Retailer Portal from multiple devices? ............................................................ 12
o I have an ABC license, how do I set up a Retailer Portal account? ............................................ 12
o Can I pay in cash for orders placed online? ............................................................................... 13
o I have a question that wasn’t covered here, who do I ask for help? ......................................... 13
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1. Retailer Portal Dashboard
Home Button
Shopping Cart Product Search Bar
To Begin an Order
To Create a Shopping
List for Future Orders
Donaghy Sales
Contact Details
Important Order
Information
Account Balance
Next Delivery Date
Previous Order Invoices
Retailer
Account
Information
RETAILER NAME (12345) Selected Account
User Details
To Access Previous
Orders and Invoices
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2. How to Sign Up and Log In
To sign up go to
signup.donaghysales.com in
your web browser
Enter the required information.
Please allow 2-3 hours for setup
[email protected] ----------
You will receive an email with
your username and password
http://signup.donaghysales.com/
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3. How to Switch Accounts (if you have multiple)
Once signed up, go to
donaghysales.com
Click on the ‘Retailer
Portal’ icon and sign in
If you have multiple accounts,
you can switch between them
by selecting the account name in
the header
http://www.donaghysales.com/
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4. How to View and Pay Invoices
RETAILER NAME (12345)
Click on the invoice number
to see invoice details
Click on ‘Account Balance’ to
view balance and pay invoices
Or click on ‘ORDER HISTORY’ to see a
list of previous orders and invoices
RETAILER NAME (12345)
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Enter Bank Account details
for ACH payment. Credit
cards not allowed
Select payment
source and
payment date
RETAILER NAME (12345)
Select one or more invoices
and click on ‘Pay Invoice’
RETAILER NAME (12345)
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5. How to Place an Order
Type the product you’re looking
for in the search bar
Use the filters on the left-hand
side to narrow your search
Enter the quantity by typing or using
the - / + buttons and the product will
be automatically added to your cart
RETAILER NAME (12345)
RETAILER NAME (12345)
Either click on ‘CREATE ORDER’ or
simply start searching for a
product to begin
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RETAILER NAME (12345)
You can also reorder an
entire previous order
from an invoice
Or reorder specific items
from a previous order
RETAILER NAME (12345) Once all products have been added to
your cart, click on the cart icon to
review and confirm order
All items will be listed out, allowing modification
if required. The Deposits (CRV), any Discounts,
and total will be summarized
Once complete, press ‘Place Order’ to submit the order.
To modify or cancel an order please contact your sales rep.
Please add your contact number into the Comments field.
Any deals are visible by clicking on
the ‘ON DEAL’ green label
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6. How to Create Shopping Lists
RETAILER NAME (12345)
Shopping lists are a way for you to save lists of frequently
bought products and manage your orders
From the product search
screen, you can either add a
product to an existing list or
add to a new list
RETAILER NAME (12345)
You can create multiple lists and
add to them at any time
Enter the quantity and the press
the ‘add to cart’ icon
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7. Frequently Asked Questions
What are the deadlines for placing orders online?
All orders must be placed by 12:00 pm (noon) two weekdays prior to your delivery date. Any orders placed after 12:00 pm will be delivered on your next scheduled delivery date.
Delivery Day Monday Tuesday Wednesday Thursday Friday
Order By Thursday Friday Monday Tuesday Wednesday
How do I modify or cancel an order?
If it is before the 12:00 pm cut-off you can amend / cancel the order yourself in Retailer Portal by clicking on your order within Recent Orders. If it is after the 12:00pm cut-off then please call your Sales Rep.
When must I pay my invoice?
All invoices over 30 days must be paid by 12:00 pm (noon) one weekday prior to your delivery date. If invoices remain unpaid, we will be unable to deliver your order.
How do I request Point of Sale?
To request any point of sale display orders please contact your Sales Rep.
Why is the invoiced price different to that shown on the online order confirmation email?
Price shown online are valid as of date of ordering. Prices may change at the start of a new week and hence may differ upon invoicing.
What is my account login information?
If you have already signed up for Retailer Portal via http://signup.donaghysales.com you should have received an email from VIP (Vermont Information Processing) with your login information. If you have signed up and did not receive your login information you can contact [email protected] and they can assist. Please allow 2 to 3 hours during business hours for the sign-up process to complete before contacting accounts receivable.
http://signup.donghysales.com/mailto:[email protected]
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I lost my password, how do I reset it?
If you have forgotten your password, please go to http://portal.donaghysales.com and click the 'Forgot Password' button below the box for your password and follow the prompts to reset your password.
I have multiple accounts; do I need multiple logins?
No. If you have multiple accounts, please contact accounts receivable at [email protected] so that all of your accounts can be linked to your username. Once your accounts have been linked, you will be able to select from them in the upper right-hand corner of Retailer Portal and easily switch from account to account.
How do I find my sales representative’s contact info?
Your sales representative’s information is listed on the main page of the Retailer Portal, on the left-hand side. If this is incorrect, please contact [email protected]
How do I find an invoice from a prior delivery?
Up to 50 of your most recent orders already appear on the right-hand side of the main page in Retailer Portal. At the top of the 'Recent Orders' section you can click 'View More' and you will be taken to a list of historical invoices. If you cannot find the invoice you are looking for, or if it is older than what appears on the list, please contact accounts receivable at [email protected] to obtain it.
Can I access the Retailer Portal from multiple devices?
The Retailer Portal can be accessed by any mobile device or computer with a web browser and an active internet connection. VIP recommends the use of the Google Chrome browser, but it is also compatible with Safari, Firefox, Internet Explorer and other web browsers.
I have an ABC license, how do I set up a Retailer Portal account?
If you would like to set up an account with Retailer Portal and already have an account with Donaghy Sales, please visit http://signup.donaghysales.com and fill out the form and your account will be created in approximately 2 to 3 hours. If you have previously signed up and
http://portal.donaghysales.com/mailto:[email protected]:[email protected]://signup.donaghysales.com/
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have not received a welcome email, please contact accounts receivable at [email protected].
If you have not set up an account with Donaghy Sales, you may contact accounts receivable at [email protected] or (559) 492 4451 and they will make sure that your sales representative contacts you as soon as is possible.
Can I pay in cash for orders placed online?
No. We strongly encourage users to pay online, however you may still pay with check, cashiers check, or money order.
If you do not have credit setup with Donaghy Sales please contact accounts receivable at [email protected] or (559) 492 4451 and they will send you the required application form.
I have a question that wasn’t covered here, who do I ask for help?
Feel free to contact your sales representative, or the accounts receivable team at [email protected] or (559) 492 4451.
mailto:[email protected]:[email protected]:[email protected]:[email protected]