WEB PROPOSITION 1 Collect
IDEAL WEBSHOP
GUIDE
&Collect
WWW.IDEAL.CO.NZ
THE SAFE, CONVENIENT AND EASY WAY!
ASK INSTORE OR SET UP YOUR ONLINE ACCOUNT TODAY!
WHY WOULD YOU WANT WEB
04 REGISTER FOR AN ACCOUNT DIRECTLY FROM WEBSHOP
11 EASILY FIND ITEMS YOU HAVE PREVIOUSLY PURCHASED
20 KEEP YOUR PRICING UP TO DATE IN A FAST MOVING CLIMATE
07 ACCESS PRICES AND STOCK WHEN YOU NEED
13 SAVED LISTS MAKE IT EASY AND FASTER FOR YOU AND THE TEAM
21 FIND OUT FIRST ABOUT THE LATEST PRODUCT RANGES AND OFFERINGS
ACCESS FOR YOUR ACCOUNT?
08 EFFICIENCY ON CLICK COLLECT
18 REQUEST A QUOTE AND REMOVE ROOM FOR ERROR
22 BUSINESS INTEGRATION WITH OTHER TOOLS - DOWNLOAD STATEMENTS AND INVOICES AS REQUIRED
09 MANAGE YOUR ACCOUNT & USER PERMISSIONS
19 SHOPPABLE LIVEWIRE MAKES IT EASY TO ORDER ONLINE AND GIVE YOU THE BEST PRICES
23 SCHNEIDER SELECTION TOOLS AND CONFIGURATORS MAKE IT EASY TO ORDER COMPLEX MATERIAL LISTS
Account
Register
REGISTERING FOR AN ACCOUNT REGISTER FOR A NEW TRADE ACCOUNT OR WEBSITE ACCESS TO YOUR TRADE ACCOUNT
STEP 1
To register for an account you can either 1. Click on the “Register Now” button on the homepage 2. Click on the “Register” button under my account 3. Click on the “Register” button under Become a Customer
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Account
Register
REGISTERING FOR AN ACCOUNT
STEP 2
Select which option you require OPTION 1 - Website access to your existing trade account. - For current Ideal customers. Click “Sign in, using existing trade account” OPTION 2 - For new trade accounts with an NZBN number Click “Apply, for a new trade account” OPTION 3 - For new trade accounts for a Sole Traders Click “For applicants with no NZBN” - Opens a manual form
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STEP 3
Once you’ve filled out the required details our Accounts team will review your application.
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Account
ACCOUNT NAVIGATION MY ACCOUNT NAVIGATION / DASHBOARD
My Account - View your Company details My Company - Manage the child accounts and users of your company. My Quotes - View your quotes My Saved List - View your saved lists Order History - View your orders Invoices History - View your invoices Address Book - View your addresses for orders Saved Carts - View your saved carts Catalogues - View Ideal Electrical’s latest catalogues Downloads - Download price files, invoices, statements Account Summary - View your account summary, payment terms, credit limits
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Check
Stock Availability
STOCK AVAILABILITY & LIVE PRICING
SEE STOCK AVAILABILITY AND LIVE PRICING FOR 50,000+ PRODUCTS See live stock availability from your local branch and closest surrounding branches. Featuring more visibility including stock quantities, easy access to surrounding branch details and simplified our stock icons. Even if a product is out of stock, we can still order it in for you or you can view stock from other nearby branches. So we have simplified our stock icons, solid green means the product is in stock at your nominated branch, if theres no stock it can still be ordered but an orange exclamation mark indicates we do not currently have stock.
No stock at your local branch? Click “View other branches for stock” to see what branches have your item in stock.
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Collect
CLICK & COLLECT OR GET IT DELIVERED
GET ORGANISED AND BRING EFFICIENCIES TO YOUR TEAM. ORDER ONLINE WITH CLICK AND COLLECT - ASK INSTORE ABOUT DELIVERIES Talk to your local branch about placing your order by a set time to skip the queue and have your order ready for pickup at your local branch the next morning*. Need it delivered? Speak to your local branch about getting your order delivered to you. *Subject to stock availability in branch.
Need something delivered directly to site? Click “Choose a Different Address” link and get it delivered to a different address
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Manage Users
MANAGE YOUR ACCOUNT & USERS
MANAGE YOUR ACCOUNT & CREATE USERS WITHIN THE WEBSHOP Webshop has the ability to add additional users to your account with multiple options for access from just seeing stock, placing orders, limited or no access to price
To add new organisations or users go to “My Company” and select which option you would like
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1. MANAGE YOUR ACCOUNT CREATING A NEW ACCOUNT / CHILD ACCOUNT To create a new account unit / child account, click on the “ Create New Unit” button and fill in the details required.
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MANAGE YOUR ACCOUNT & USERS
Manage Users
2. MANAGE USERS You can manage all the company users from the manage company users page. To manage current users settings simply click on the pencil icon under the actions column.
CREATE A NEW USER To create a new user click on the “Create User” button. Fill in the details and select what permissions apply.
Administrator - B2B Admin Group Full Functions
User - B2B Customer Group Standard user access (Employees)
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Filtered
Search
PREVIOUSLY PURCHASED SEARCH
CONVENIENTLY SEARCH AND SHOP YOUR PREVIOUSLY PURCHASED PRODUCTS You can now refine your search to the products you have purchased in the past 12 months. Simply search * and then select the “Previously Purchased” filter options to refine the results to just the products you have purchased. Want to go back, no problems, simply clear the previously purchased filter and the reach results will refresh.
PREVIOUSLY PURCHASED FILTER
SHOP BY CATEGORY FILTER
SHOP BY BRANDS FILTER
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Filtered
Search
SMART SEARCH FILTERS
CONVENIENTLY SEARCH USING OUR PRODUCT FILTERS We can help you find the right product for your needs with our finer product filter.
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Saved
CREATING SAVED LISTS
Lists
CREATE SAVED LISTS WITH YOUR FAVOURITE PRODUCTS AND EASILY ADD TO CART 1. Create and edit your saved lists with your favourite items 2. Guide your installers to the right material by sharing your list 3. Order directly from your own saved lists by adding your saved list to cart
CREATE AND EDIT YOUR SAVED LIST VIA PRODUCT PAGES STEP 1
Add all the products you would like to your saved list by clicking “Add to Saved list.”
STEP 2
If you haven’t created a saved list before fill in the wishlist name and click “Create & Add”
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Saved
CREATING SAVED LISTS
Lists
STEP 3
View your saved lists. If you want to go into your saved list click on the list title.
Add a list to the cart to buy now, It’s that easy
IMPORTANT ICONS If you wish to edit your saved list click on the edit icon
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If you wish to add items to your saved list click on the add icon
If you wish to download your saved list click on the download icon
Saved
CREATING SAVED LISTS
Lists
STEP 4
If you wish to add your saved list click on the add icon.
STEP 5
You can then add products 3 different ways
Manually type in product details
Copy & paste your list of products
Upload a CSV file (See page 16)
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Saved
CREATING SAVED LISTS
Lists
TO YOUR SAVED LIST VIA CSV FILE STEP 1
To add items to your saved list via csv file firstly click the Add icon on the top bar of your saved list. Select the “Upload a file” button
STEP 2
If you’re not sure on the template you need download the data file first by clicking “Download our form template”. Save this onto your computer so you can use it next time. Either drag your csv file into the box or click browse and select it from your documents. Then click “ Add to list” button. NOTE: YOUR FILE MUST BE SAVED AS A CSV (COMMA DELIMINATED) FILE.
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Saved
CREATING SAVED LISTS
Lists
SHARING YOUR SAVED LIST You can share your saved list with any of your users by moving the share toggle across. Once the share icon appears next to the saved list name it is now shared with your other users on your web account.
ADDING YOUR LIST TO YOUR CART You can add all the items on your shared list to your cart by clicking the “Add to Cart” button
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Quotes
MANAGING QUOTES REQUEST AND MANAGE QUOTES CONVENIENCE & LESS ERROR
Request and manage your quotes online. Get your projects costed by your local branch to ensure you’re getting the best price and support in the design of your projects. Add your items to cart, select request a quote in the top right corner and let our staff do the rest!
STEP 1
Add items to your cart.
STEP 2
Select ⋮ and click “Request Quote” and fill in the details. Once you have submitted your request the branch will review it and add pricing.
Requested Quotes - the branch are currently reviewing the quote Open Quotes - the branch has reviewed the pricing and its available to purchase. Expired Quotes - no longer available to purchase at that price.
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Shoppable
Catalogues
SHOP VIA SHOPPABLE CATALOGUES SHOP VIA OUR SHOPPABLE CATALOGUE
Introducing our shoppable interactive e-catalogues. Now you can read and shop our latest Livewire publication online. Directly click on products, add to cart, or add to a saved list to purchase later for your convenience.
To email the details to yourself for later use simply click “Add to list” then “Order Now” and fill in the details.
DOWNLOAD PRODUCT DETAILS AND IMAGES TO SEND TO YOUR CUSTOMERS QUOTES
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Promos
PROMOTIONS & PRICING
ONLINE EXCLUSIVE PROMOTIONS AND PRICING Get exclusive access to monthly online promotions and discounts when you shop on web!
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Latest
info
GET THE LATEST INFORMATION
FIND OUT FIRST ABOUT THE LATEST PRODUCT RANGES AND OFFERINGS Be the first to know about new product ranges, how to install them and the latest technology you can offer to your customers. Including education and tips on solar installation, EV chargers, smart homes and more.
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Job
Management
INTEGRATING YOUR JOB MANAGEMENT
INTEGRATE YOUR JOB MANAGEMENT SYSTEM (FERGUS, SIMPRO)
ACCESS ALL YOUR PREVIOUS QUOTES, INVOICES & PRICES WHEN YOU WANT AT YOUR CONVENIENCE Managing your price and invoice files just became much easier. You can now run a once off or schedule your price and invoice files directly into your specific job management system. We connect with most job management and account management systems in the New Zealand market to their full capability. Have confidence when you quote, knowing you always have your latest updated pricing available. No need to manually key invoices, save time by having your invoice file feed directly into your software package.
STEP 1
Requesting price files, invoices or statements go to your Downloads page
STEP 2
Select what file type you require by filling in your Document Type, File Type & Date Range then hit request file. The file will be emailed to you. Integrate with your job management software.
If you want to do a recurring request fill in the details under the “Recurring request” tab. Adjust the frequency & date range to suit your needs.
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Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
EASY ORDERING WITH PDL ICONIC AND PRO SERIES CONFIGURATOR Here’s a way to save time when organising your PDL Iconic, Outdoor or Pro Series order! The PDL Iconic Builder tool is now available in our webshop and makes it easy to see all styles and options within the PDL Iconic range for your next project. It also lets you know the part numbers required to help you get the order right. Simply choose your style, select the products you need and customise from there. You can even change the background to suit your project and when you’re done customizing, simply transfer all products to your basket. Optimised for mobile and tablet viewing - perfect for when you are on the go or want to show customers the different style and colour options.
STEP 1
Select the PDL Iconic and Pro Series Configurator
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Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
STEP 2
Select what configuration you need Change wall colour to match your walls
Select Type of product
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Switch between Pro Series & Iconic
Select what Style you want
Select how many switches you need
Select orientation
Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
STEP 3
Drag and drop the switches you need then click “Add to List”.
STEP 4
Easily add your list to your cart by click “Move Items to Cart”
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Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
EASY ORDERING WITH SCHNEIDER PRODUCT SELECTOR The Schneider Product Selector tool helps you select the products matching your needs. This tool will help you save time finding the products and compatible accessories. First choose a product range, included are PDL 56 Series, Acti9, Harmony, Altivar, Zelio and TeSys product ranges. Simply choose any product specifications from the list and the selector will guide you to the right product, from there you can easily transfer the products codes directly to your basket and order from your nearest branch.
STEP 1
Select the Schneider Product Selector under Resources.
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Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
STEP 2
Pick which product you need and the device to configure
STEP 3
Select what you require from the options given
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Product
EASY ORDERING WITH PRODUCT SELECTOR
Selector
STEP 4
It will then give you your solution so you can add all the items to your cart. Take the guess out of product codes and let the selector make the list for you.
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Product
Collect
EASY ORDERING WITH MOTOR WEB PROPOSITION 1 CONTROL CONFIGURATOR
Selector
EASY ORDERING WITH SCHNEIDER MOTOR CONTROL CONFIGURATOR Design and configure your motor control with the Schneider Electric EcoStruxure Motor Control Configurator. A configuration tool to optimise the efficiency, reliability, and safety of your equipment. Included products are Schneider Variable Speed Drives, Soft Starters, Direct Starters and TeSys Island. Start your configuration, choose your variables such as voltage and power. Then, select the application you’re working in and your accessories. All done, that’s your solution. From here you can transfer the products to the basket or simply save your configuration to come back to it later.
STEP 1
Select the Schneider Motor Control Configurator under Resources.
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Product
EASY ORDERING WITH MOTOR CONTROL CONFIGURATOR
Selector
STEP 2
Choose your variable
STEP 3
Select your Voltage & Power
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Product
EASY ORDERING WITH MOTOR CONTROL CONFIGURATOR
Selector
STEP 4
Select your Application
STEP 5
Adjust your motor starter
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Product
EASY ORDERING WITH MOTOR CONTROL CONFIGURATOR
Selector
STEP 6
Add any accessories then continue to save and share. You can then add all the items to your cart or download any materials you need under documentation.
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WEBSHOP FAQS How do I contact Ideal Webshop?
You can call us on 0800 733 385 or email webshop@ideal.co.nz
Can I create a Trade Account online?
Yes, a trade account can be created online if you have an active registered NZBN (New Zealand Business Number). Details below For applicants with an active registered NZBN • Find your NZBN here > https://www.nzbn.govt.nz/mynzbn/search/ • Select ‘Register’ under My Account (hover) menu or Become A Customer to register your trade account, select ‘Apply, for a new trade account’ here For applicants with no active registered NZBN • Select ‘Register’ under My Account (hover) menu or Become A Customer. • Under ‘Apply for a Sole Trader account’ please download the form (See page 5 for more details) • Submit completed form via email: idealdebtors@ideal.co.nz For a cash sale trade account only • Input 0 (Zero) under requested credit limit and “cash sale only” in the trade reference fields. • Should you require a credit trade account at some stage, please email below with trade account number: idealdebtors@ideal.co.nz
How do I create a User with web access for the Webshop?
User automated creation • When the trade account was registered online, you have at that stage also created a User with web access to your trade account. • Please sign in with Username & Password you provided at the time. User on existing Trade Account • To register a User with web access to your existing trade account • Select ‘Sign in, using existing trade account’ and you will need two valid invoices from the trade account, or the User will be restricted. User created by an Admin (see page 10 for more details) Admin User with web access on the trade account can create a user • Select ‘Login’ under My Account (hover) menu with ‘Username’ & ‘Password’ • Once user is logged in select, ‘My Company’ under My Account (hover) menu • Select ‘Manage your Users’ under User Management • Select ‘+ Create User’, fill user details, roles, permissions and select ‘Save’ • New user’s profile email address will receive an email to set password • New user can now login with their ‘Username’ & ‘Password
Is my Username supposed to be the same as my Email Address?
Your username can be the same as your email address but, does not necessarily need to be as there are many different combinations allowed, below are some restrictions • No spaces allowed • Minimum 8 characters • No trade account number
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WEBSHOP FAQS I have forgotten my Username or Password? On the log in page click forgotten password. Enter your email address, and we will send you your username and a link to change your password. Please note the link to change your password lasts 30 minutes, if you have not changed your password during this time, you will need to resubmit the request. My registered User with web access is restricted?
When registering a User with web access on an existing trade account, you will need two valid invoices from the trade account, or the User will be restricted. If there are no invoices on the trade account • Input two phone numbers during registration of your User • Send email to Webshop@ideal.co.nz with trade account number and username • This will be escalated to validate and have the restriction removed Alternatively, if you do not have the levels of permission access required as a User, the Admin User with web access on the trade account can sort this by • Select ‘Login’ under My Account (hover) menu with ‘Username’ & ‘Password’ • Once user is logged in select, ‘My Company’ under My Account (hover) menu • Select ‘Manage your Users’ under User Management • Select user to amend user details, roles, permissions and select ‘Save’
My user has been blocked due to multiple login attempts; how do I get it unblocked?
When a User with web access on an existing trade account has inputted their password incorrectly a few times, the User will be restricted • Send email to Webshop@ideal.co.nz with trade account number and username. • This will be escalated to validate and have the restriction removed.
How can I change my Billing Address? You will need to email our Accounts Receivable team on, idealdebtors@ideal.co.nz Can I obtain a copy of my invoice/receipt? Once logged in, you can click on the ‘invoice history’ link under My Account. A list of your invoices will be displayed. How do I change my contact details? Once logged in, you can click on my account link under My Account then click on update personal details. You will be asked to enter your password to confirm changes. How do I amend an order once I’ve submitted it? Once you have clicked on submit order, your order is sent to your nominated branch for processing. As such, you cannot then amend or cancel the order online. Please contact the branch that you placed the order on for any changes. Branch details can be found by clicking on branch locator at the top left of the Webshop. I already have a Trade Account can I use this account online? Yes. Your trade terms are already set up online. When you register online for the first time, simply enter your existing account number and postcode. You can register here.
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NOTES
I want to place an order directly with a branch is it possible to phone it through? Yes, simply call any of our branches. Use our branch locator to find your local branch here. How will I be updated on the progress of my order? You will receive an email acknowledgement of your order when it is placed. Please note that your order may arrive as one or more consignments. Why haven’t I received an email confirmation of my order? All orders are followed by an email confirmation almost immediately. If you do not receive confirmation within 2 hours of placing your order, please contact us on 0800 733 385 or via our contact us page. Alternatively, use the Live Chat feature on our webshop How does Click & Collect work? Items which are stocked in our branches can be ordered for branch collection within two business hours. How do I return an item? Hopefully you won’t need to return an item, however, if you do, we aim to make the process as simple as possible. When a product is not what you expected or faulty, please return the items to your local branch, and the team instore will help you. Where can I go for technical support or product advice? Please contact any of our branches. To find a branch close to you, please use our branch locator. Alternatively, use the Live Chat on our home page. What is an SDoC? An SDoC is a declaration by an appli¬ance or fitting supplier that a product or range of products conforms with the relevant joint or international standard cited in Schedule 4 of the Electricity (Safety) Regulations 20101 or AS/NZS 3820 (generic safety standard), or the Conformity Cooperation Agreement with the Peoples Republic of China. Why are SDoCs important to me? The electrical safety of fittings has to be certified on a certificate of compliance (CoC) for an installation: This makes electricians liable for fitting safety. Citing SDoCs on a CoC (especially for fittings you are unfamiliar with) shifts the primary liability for the fittings back to the supplier. Why is there no reference to SDoCs on the CoC and no tick box for attaching them? They are not mandatory for use with certification but very useful for it. Ask your CoC supplier to modify the form to signify an attachment for SDoCs. Is an SDoC mandatory for all electrical appliances and fittings? No, only for declared medium risk articles. How do I know which products require an SDoC? Check the list published on the Energy Safety website (www.energysafety.govt.nz) under Appliances and Fittings (2010). Click on (old SDoC) in highlighted orange text and the list will appear.
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WEBSHOP FAQS Can a product requiring an SDoC be sold without one? No, nor can it be offered for sale. If a supplier offers product through links to an overseas website for which the supplier is the New Zealand agent, does the supplier have to make SDoCs available for those products he is offering for sale? Yes. Where there is doubt the courts will decide what is or isnt an offer for sale. However, in Europe, all products are covered by a supplier declaration so it should be reasonably easy for a New Zealand importer to incorporate existing compliance information into an SDoC. Who has to complete an SDoC? The supplier of the product (being the New Zealand manufacturer or importer). Does a supplier have to provide a copy of an SDoC? Yes, if the product is a declared medium risk article, a supplier commits a grade A offence if an SDoC and test report cannot be provided to a purchaser on request within 10 working days. Can an SDoC be completed for products not on the list? Yes, if the supplier wants to. Do I have to download and read them? No, just satisfy yourself the product is safe to install. The test certificate with the report confirms its compliance. Do SDoCs made before April 1 have to be redone under the new rules? No. they remain valid. Is this a new requirement? No, but before April 1 suppliers simply had to declare that their products were safe. Now SDoCs must have a test report that certifies product compliance with a cited standard. Do wholesalers have to complete SDoCs for declared medium risk articles? No, only the New Zealand manufacturer or importer must. Will ldeal help make SDoCs available? Yes, we will ensure that all declared medium risk electrical appliances and fittings we sell are covered by readily available SDoCs. We are creating an on-line service for suppliers to make their SDoCs also available via the Ideal website. Do electrical contractors have to supply SDoCs to customers? No, but all on-sellers must be able to provide a copy within 10 working days of being asked to do so by a customer. It is an offence not to. How do I know that I can rely on these answers? The Principal Technical Advisor to the Ministry of Economic Development has advised that these answers are not in contravention to the regulations.
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NOTES
Where do I go to read the law on this? Start with regulation 83 of the Electricity (Safety) Regulations 2010 on the Energy Safety website. Will my PluggedIN Points expire? All good things come to an end, eventually. Youlsll have two whole years to redeem your PluggedIN Points for rewards. How can I check my PluggedIN points balance? You can log in to your PluggedIN account at any time to check your up-to-date balance. What if I forget my login details? Go to the PluggedIN login page and when you enter your username you’ll see a Forgotten your password link. Click on that to reset your password. How do I earn PluggedIN Points and how much will I earn? If you spend a minimum of $15,000 in a calendar year with Ideal Electrical you will be eligible to be part of PluggedIN. Once invited you will earn PluggedIN Points. Can bonus top ups of PluggedIN points be achieved? Yes, we will feature product on promotion with bonus PluggedIN Points. Will I be advised if I am moving tiers before it happens? Yes. You will be advised several months out if you are looking like you will be dropping a tier, so you have time to do something about it and you will be notified if you are moving up a tier.
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&Collect Visit WWW.IDEAL.CO.NZ and register today for easy online ordering & more! WWW.IDEAL.CO.NZ