We deliver more People Sales Savings
User Guide
User Guide
Index Introduction
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Section 1: How do I get started? 1.1 1.2 1.3 1.4
Logging in Password and profile My Home page Logging out
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Section 2: How do I get more information about; 2.1 People 2.2 Sales 2.3 Savings
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Section 3: Create your own 3.1 3.2 3.3 3.4 3.5
How do I create my own Posters? How do I create my own Menus? How do I create my own data? How do I upload my own data? How do I create my own direct mail?
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Section 4: Help and Support 4.1 How can I find more support
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Section 5: Frequently Asked Questions
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Welcome to www.carlsbergwedelivermore.co.uk This is the new online portal designed to help you build your business with instant access to marketing support, HR services and financial savings. This guide will provide you with a step-by-step introduction to how this site can help you confront the on trade challenges and build your business.
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Section 1: How do I get started? 1.1 Logging in To login go to www.carlsbergwedelivermore.co.uk
Enter your unique user name provided by your Carlsberg sales person (hint: if you are a direct free trade customer this will be your Carlsberg UK account “Sold to Ship to Number”), Then enter your password, supplied by Carlsberg UK when your account was opened. Be sure to type your password correctly as it is case sensitive. If you have forgotten your password click the Forgotten Password button on the login screen. An email will then be sent to you with a newly generated password. Alternatively please call our support team on 01943 855644.
1.2 Updating your password and profile To change your profile or reset your password from within the site after you have logged in click on ‘Create Your Own Posters & Banners’. Click on Profile and then Edit Profile or Change Password as appropriate. Amend your details and click on Accept to save them.
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If you are a free trade user of our Online Ordering system then you can also edit your online ordering profile from here by clicking “Update Details� on the first page when you log in. To return to the Home page click the green Home button at the top of the page.
1.3 My Home page On successful login you will be asked to complete an introductory outlet profile questionnaire that will help us tailor the site view to your specific needs. Once complete you will be taken through to your Home page. There are 2 ways to navigate around this page - using the top and side navigation. From this page you can access the following sections;
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Our people section gives you access to professional HR advice and provides information on staff training and various different industry recognised qualifications. There is also useful information on recruitment and staff motivation.
Our Sales section gives you practical advice on increasing sales as well as direct access to creating your own material.
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Our Savings section gives you access to exclusive discounts for Carlsberg customers, financial management tools and a range of options to help you make achievable savings.
Via the We Deliver More Home page you can also click through to create your own posters, banners, menus and direct mail. You can also get support by email.
1.4 Logging out Once you have finished with the site select “Log Out� at the top of the page. This will close the system down until you want to log back in.
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Section 2: How do I find out more information? 2.1 People This section provides support and ideas to motivate your staff.
Staff Recruitment: This section gives you advice and tools to help recruit effectively. You can access comprehensive information on recruitment.
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Staff Motivation: In this section find out about clever ways to keep staff motivated and learn how to run a staff incentive as a way to drive sales.
Staff Training: This section provides information about different training opportunities including Carlsberg Academy, BII and NVQ’s. Apply now through the site via one of the links on the right hand side.
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Croner: This section is only available for “Carlsberg Free Trade Direct Delivered� customers. Carlsberg have teamed up with Croner i Small Business, an online service providing HR and health and safety compliance information free of charge via the We Deliver More website.
HR Hot Topics: Read our top 10 recommendations for dealing with some on the most common HR issues.
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Useful Documents & Useful Web Resources: These sections also give you quick and easy access to a library of simple HR template documents.Everything from a standard contract of employment to letters of dismissal. Alternatively try one of our useful web links to other sites which cover general industry issues.
2.2 Sales This section contains information on occasions and how to use them to drive footfall into your venue.
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Silent Selling: This section contains some easy to implement advice that will give you the ability to sell greater volumes of profitable lines. It also provides tips on maximising an outlets entrance and exterior, the key route to the bar and bar area and the fridge space.
Quality: This section provides top tips and advice to ensure customers enjoy a high quality experience. Use our online checklist to ensure you are making the right first impression. There are also tips on how to ensure high customer service levels and serve a perfect drink. This section also provides information about the Cask Marque Trust as well as the Beautiful Beer awards and how they can benefit your business.
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Know Your Pub: This section provides tips for finding out what your target customer really wants. Learn how to undertake - a SWOT (strengths, weaknesses, opportunities, threats) analysis or how to book a mystery shopper.
Marketing Your Venue: This section gives you easy to implement advice and access to some of the best marketing tools in the business. Follow our list of rules and methods for collecting data, read why and when to use direct marketing and follow our simple tips to encourage responsible drinking.
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Food: This section looks at how to create an appropriate menu for a venue. Find out about simple ways to offer customers food, what to consider when planning a menu, how to price it and key presentation rules. This section also provides basic tips on health and safety, guidelines for pairing food and drink and tips on how to get a share of the hot beverage market.
2.3 Savings This section of the website gives you access to exclusive discounts for Carlsberg customers, financial management tools and a range of options to help outlets make achievable savings.
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Ways to Save: This section covers some of the key areas where savings can be made including an energy saving checklist from the Carbon Trust and information on the Carlsberg Green initiative - a simple and inexpensive way to recycle waste.
Mazars Accounting Package: Read about Carlsberg’s new book keeping package, which has been created with Mazars Accountants to offer a simpler alternative to Sage.
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Supplier Discounts: Benefit from supplier discounts and preferential rates that will save your business money. Keep checking this section on a regular basis as we add more suppliers to the list.
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Section 3: 3.1 How do I create my own posters? From the Home page, click on the “Create Your Own Posters” link.
Click on the poster you wish to order.
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Form Fill You will be asked to fill in or select the details you wish to appear on your poster. This will presented by either a drop down option, radio buttons or a text box. It is important that all required areas are completed otherwise there will be gaps in your item. The message in your poster should conform with Portman Group and BBPA guidelines. If you are unsure please visit the responsible alcohol retailing area of the site for more information.
You can click update to view your changes or view the item as a full screen pdf. It is important you view and check your poster carefully as this is what will be printed. Once you are happy with your item you can either choose the left hand side menu, i.e. “Form Filling”, “Printing” and “Finish”. The stage you are in is highlighted by a green box. Alternatively you can click on the Next Step arrow at the top or bottom of the page. You need to progress your order to your shopping cart to save your work. However you can do this at any stage. “Once you are happy with the template layout click through taken to the printing stage.”
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Please Note: Lock symbol You are constrained from changing the size or position of this object.
Circle with slash symbol You are constrained from selecting or editing this object.
Printing Select the quantity and size and if you require Laminated finishing. Once the “Update� button is clicked the total cost of the product will automatically be shown. Please note this cost does not included delivery at this stage. Click next to proceed.
Finish In the Finish stage edit the description box to rename your order. The ID is a unique reference that will marry the campaign into the management information at a later stage. This is for admin purposes only so your order can be tracked from this stage. You can also PDF preview your artwork at this stage if required to check you are happy with your artwork. To Save your order you select add to shopping cart.
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Shopping Cart In your Shopping cart you can do 1 of 7 things
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Edit For example, if you think you are almost ready to proceed to checkout but you know the date on your template is wrong, select “Edit” and it will take you back to the form filling page. Do not worry, it will not wipe all the information you initially put in, it just takes you back to the beginning PDF Preview When you think you are ready to proceed to checkout, select “PDF Preview” and then select print. Look over your printed copy for any errors, such as spelling mistakes, wrong images or wrong colours. Once you are happy, add to your shopping cart and proceed to checkout Delete If you are not happy or you want to get rid of a template, select “Delete” and the item will be deleted
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Duplicate If you need to make a copy of the template then select “Duplicate”. This is a good function if you have a regular promotion
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Hold Once you enter the shopping cart, select “Hold”. This will send your template into a holding cart below your shopping cart, where it will stay until you move it back up into your shopping cart. (It is like a “Save As” folder)
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Continue Shopping If you have finished in shopping cart and you want to continue shopping and create more templates select “Continue Shopping”
To complete the order select “Proceed to Checkout”
User Guide
Shipping The shipping stage is where you are required to fill in your delivery address. This will default to the address contained in your profile. If you want the order to go to an alternative address you will need to change the details manually. Please check these details are correct or amend where appropriate. When you are happy with the shipment address click to the next step.
Billing Confirm your billing address. Once you are happy with this information progress to the next step.
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Order At the order stage a complete sum of your order will be calculated, including delivery costs and VAT. Check the details are correct and select “Place Order”. You will then be taken through to our Protx payment pages where you can pay for your purchases via Credit or Debit Card (Most major cards are accepted). This is a secure site, please follow the instructions to make your payment.
Confirmation Once the order has been placed, it will be stored in the “Orders” tab. You can then view the status of the order at any time by clicking the “Details” link. From here you can re order your item and access a record of all your orders to date. To order more items click start.
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3.2 How do I create my own menu? From the Home page, click on the “Create Your Own Menus” link.
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Form Fill
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Default content will appear in the description boxes. Edit as desired. Please note; you will need to include the item price in the dish header as there is no seperate field for this. If you are struggling for ideas go to the menu suggestion section.
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If you do not want any more text to appear simply leave the section blank.
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If you do not want an entire category to appear leave the header boxes and descriptions blank also. The template will adjust to fit the space available.
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You can click update to view your changes or view the item as a full screen pdf.
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Once you are happy with your item you can either choose the left hand side menu, i.e. “Form Filling”, “Printing” and “Finish”. The stage is highlighted by a green box.
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Alternatively you can click on the next step arrow at the top or bottom of the page.
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It is important that you view and check your menu carefully as this is what will be printed. You will need to progress your artwork to your shopping cart to save your changes, you can do this at any stage to save your work.
Once you are happy with your template, proceed to the next step.
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The template will ask you to fill in or select the details you wish to appear on your menu. This will be presented by either a drop down option, radio button or text box. It is important that all required areas are completed otherwise there will be gaps in your item.
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At the top of the page you must choose which menu section you wish to edit first.
Please Note: Lock symbol You are constrained from changing the size or position of this object.
Circle with slash symbol You are constrained from selecting or editing this object.
Printing Select the quantity of items you require. Once the “Update� button is clicked the total cost of the product will automatically be shown. Please note this does not include delivery at this stage.
Finish In the Finish stage edit the description box to rename your order. This is for your future reference. The ID is a unique reference that will marry the campaign into the management information at a later stage. This is for admin purposes only, so your order can be tracked from this stage onwards. You can also PDF preview your artwork at this stage if required. To save your order select add to shopping cart.
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Shopping Cart In your Shopping cart you can do 1 of 7 things.
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•
•
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Edit For example, if you think you are almost ready to proceed to checkout but you know the date on your template is wrong, select “Edit” and it will take you back to the form filling page. Do not worry, it will not wipe all the information you initially put in, it just takes you back to the beginning PDF Preview When you think you are ready to proceed to checkout, select “PDF Preview” and then select print. Look over your printed copy for any errors, such as spelling mistakes, wrong images or wrong colours. Once you are happy, add to your shopping cart and proceed to checkout Delete If you are not happy or you want to get rid of a template, select “Delete” and the item will be deleted.
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Duplicate If you need a copy of the template you then select “Duplicate”. This is a good function if you have a regular promotion
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Hold Once you enter the shopping cart, select “Hold”. This will send your template into a holding cart below your shopping cart, where it will stay until you move it back up into your shopping cart. (It is like a “Save As” folder)
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Continue Shopping If you have finished in shopping cart and you want to continue shopping and create more templates select “Continue Shopping”
To complete the order select “Proceed to Checkout”
User Guide
Shipping The shipping stage is where you are required to fill in your delivery address. This will default to the address contained in your profile. If you want the order to go to an alternative address you will need to change the details manually. Please check these details are correct or amend where appropriate. When you are happy with the shipment address click to the next step.
Billing Confirm your billing address. Once you are happy proceed to the next step.
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Order At the order stage a complete sum of your order will be calculated, including delivery costs and VAT. Check the breakdown is correct and select place order. You will then be taken to our Protx payment page where you can pay for your purchases via Credit or Debit Card. (Most major credit cards are accepted) This is a secure site please follow the instructions to make your payment.
Confirmation Once the order has been placed, it will be stored in the “Orders” tab. You can then view the status of the order at any time by clicking the “Details” link. From here you can also re order your item and access a record of order to date. To order more items click start.
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3.3 How do I order my own data? From the Home page click on the “Create My Own Direct Mail” link. On the left-hand-side of the page click the category called “Find New Customers.”
Using the “Find New Customers” interface select the search tab on the left hand side. The information you have entered on the initial questionnaire has profiled your venue so we can find appropriate customers.
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Select the region on the left-hand-side. Then select the other criteria on the right and click count. The system will then generate a count of all available data matching your criteria.
If you would like fewer records than this; please enter this figure in the number to request field. Then name your extract and click request extract.
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Your requested file will then be added to your library. Click on your library tab at the top of the page to check it has been deposited successfully. Your data extract will be available in your library for 24 hours until it is used in a mailing. Once you have extracted this data you or no one else can use that data again for 3 months. If you have any issues extracting your data contact our support team on 01943 855644
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3.4 How do I upload my own data? From the Home page click on My Library. At the top of the page select “Upload Database�.
This page will hold a sample CSV (Excel) file. The data you wish to upload needs to be saved in this exact format to be successfully uploaded. To save to csv format open in excel and click save as and scroll until you find the csv option. Save your file to your desk top in this format. Click browse from the upload page and select your newly created file. If you are happy that this is the file you wish to use click submit. If upload is successful a confirmation box will display on the page. Your uploaded file will be then be deposited into your library.
mydocuments/CarlsbergSamples2.csv
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Click on your library tab at the top of the page to check it has been deposited successfully into your library for use in a piece of direct mail. Your data extract will be available in your library until you decide to mail it.
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3.5 How do I create my own Direct Mail? From the Home page, click on the “Create Your Own Direct Mail” button on the right-hand-side.
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Form Fill The template will ask you to compare or select the details you wish to appear on your mailer. This will be presented by either a drop down option, radio buttons or a text box. It is important that all required areas are completed otherwise there will be gaps in your item.
You can click update to view your changes or view the item as a full screen pdf. Once you are happy with your item you can either choose the Left-hand-menu, i.e. “Form Filling”, “Data List”, “Printing” and “Finish”. The stage is highlighted by a green box. Alternatively you can click on the next step arrow at the top or bottom of the page.
Please Note: Lock symbol You are constrained from changing the size or position of this object.
Circle with slash symbol You are constrained from selecting or editing this object.
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Data Click on “List From Library” option. Highlight the check box adjacent to the data file you wish to use and click submit. If you are not happy with your selection return to your library and uncheck the first file and select a new one.
To preview your template with up to 10 records displaying, click the “PDF Preview With Data list...” option. Please ensure you select the correct data file as this data will be mailed. Once you are happy with your artwork click next.
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Printing The total price of your mailing will be shown at this stage. This includes costs for the data (unless it is your own data), print and postage.
Finish In the Finish stage edit the description box to rename your order, for your future ref. The ID is a unique reference that will marry the campaign into the management information at a later stage. You can also PDF preview your artwork at this stage if required. At the “Finish� stage you will be able to add your item to your shopping cart.
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Shopping Cart In your Shopping cart you can do 1 of 7 things
•
•
•
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Edit For example, if you think you are almost ready to proceed to checkout but you know the date on your template is wrong, select “Edit” and it will take you back to the form filling page. Do not worry, it will not wipe all the information you initially put in, It just takes you back to the beginning PDF Preview When you think you are ready to proceed to checkout, select “PDF Preview” and then select print. Look over your printed copy for any errors, such as spelling mistakes, wrong images or wrong colours. Once you are happy, add to your shopping cart and proceed to checkout Delete If you are not happy or you want to get rid of a template, select “Delete” and the item will be deleted
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Duplicate If you need a copy of the template you then select “Duplicate”. This is a good function if you have a regular promotion
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Hold Once you enter the shopping cart, select “Hold”. This will send your template into a holding cart below your shopping cart, where it will stay until you move it back up into your shopping cart. (It is like a “Save As” folder)
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Continue Shopping If you have finished in shopping cart and you want to continue shopping and create more templates select “Continue Shopping”
To complete the order select “Proceed to Checkout”
User Guide
Billing At the payment page confirm your billing address. Once you are happy with this information progress to the next step.
Order At the order stage a complete sum of your order will be calculated, including delivery costs and VAT. Check the details are correct and select place order. Direct mailings will be mailed within 3 to 5 working days of submitting your order. You will then be taken to our Protx payment pages where you can pay for your purchases by Credit or Debit Card (They accept most major credit cards). This is a secure site. Please follow the instruction for payment.
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Confirmation Once the order has been placed, it will be stored in the “Orders” tab. You can then view the status of the order at any time by clicking the “Details” link.
From here you can also re order your item. To order a different item, please click start.
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Section 4: How can I get further support? There are a number of support routes set up to answer any queries relating to the We Deliver More Site; System Help: is a comprehensive help tool on the web to print section. Or you can get help from our support team via the homepage by clicking the help button. This will generate an email to our support team. We will respond to your enquiry with in 24 hours. Alternatively call our support line on 01943 855 644. Lines are open Monday - Friday 9am - 6pm. Outside these hours please use the email help button on the homepage.
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Section 5: Frequently Asked Questions •
I have forgotten my password and can’t login what can I do? If you have forgotten your password click the link on the login screen to send you a new one. A new password will be emailed to you. Alternatively contact our support line via phone; or email; and your password will be reset immediately for you.
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How do I change my password or profile? To change your profile or reset your password from within the site after you have logged in click on ‘Create Your Own Posters & Banners’. Click on Profile and then Edit Profile or Change Password as appropriate. Amend your details and click on Accept to save them.
If you are a free trade user of our Online Ordering system then you can also edit your online ordering profile from here by clicking “Update Details” on the first page when you log in. To return to the Home page click the green Home button at the top of the page.
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I have come across an error screen? Any technical issues or errors should be immediately logged with our support team.
If you come across an error screen like this – it is alerting you that you haven’t saved your work to your shopping cart and editing another template will lose all your previous work. To save your order progress it to your shopping cart.
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I need to cancel my order? In the event that you accidently submit an order which is wrong contact the support team immediately. Do not enter your payment details if you are not entirely happy with your order. Please note - cancellations will only be processed on the same day as you have placed the order.
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The shipment address is wrong? You can manually amend the shipment details to any preferred delivery address. By default this will be the delivery address in your profile. If you would like your order shipping to a different address simply amend all the relevant fields.
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I’ve lost my order? Be sure to progress your order to your shopping cart. This is your safe hold. If you do not save your work to this stage it will be lost and have to be re created.
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My order has not arrived? If you order has not arrived with in 7 working days please contact our support team. Alternatively, you can track the progress of your orders in the orders tab in the web to print section of the site.
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I’ve lost my data? Your data will only be available in your library for 24 hours. It will not be available for 3 months after it is used. Should you encounter any errors with your data i.e. It has not deposited into your library, please call our technical support team.
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An error occurs when I upload my file? To upload your data successfully ensure it is the same format as the sample csv file hosted on the site. If you are still experiencing any issues please call our support team.
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My data count hasn’t come back with enough records? Using a basic search criteria will narrow your search. Using an advanced search criteria will narrow it further. To expand your search try including other postal areas or another search criteria i.e. Married with children.
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User Guide