Express Ordering Tour Guide for Customers
table of contents
welcome to express ordering ........................................................................................................... 3 express ordering homepage ............................................................................................................. 4 indicators................................................................................................................................................ 6 ordering .................................................................................................................................................. 7 creating a blank order .................................................................................................................................................................. 9 creating an order from the order guide ............................................................................................................................. 10 creating an order from a list....................................................................................................................................................... 12 creating an order from a historical order ......................................................................................................................... 14 creating an order from the product catalog ................................................................................................................... 16 creating an order using quick order entry ........................................................................................................................ 17 other ways to initiate an order ................................................................................................................................................. 18 submitting your order .................................................................................................................................................................. 19 modifying and canceling your order ................................................................................................................................... 20 lists ........................................................................................................................................................... 21 creating lists ........................................................................................................................................................................................ 22 creating a custom list ..................................................................................................................................................................... 23 adding items to your list .............................................................................................................................................................. 24 categorizing and sequencing list items ............................................................................................................................. 25 copying lists ......................................................................................................................................................................................... 26 sending and sharing lists ............................................................................................................................................................. 27 finding items.......................................................................................................................................... 28 ďŹ nding items........................................................................................................................................................................................ 29 using the search product catalog textbox ....................................................................................................................... 30 narrowing your results .................................................................................................................................................................. 31 browsing by product catalog ................................................................................................................................................... 32 viewing product information.................................................................................................................................................... 33 performing a quick search .......................................................................................................................................................... 34 importing and exporting ................................................................................................................... 35 frequently asked questions ............................................................................................................... 41
welcome to express ordering Sysco Market Express Ordering is an online solution for foodservice operators. It provides an easy way to place orders over the internet when you want, while still enjoying the beneďŹ ts of having direct access to Sysco.
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View your order guide from the Order Guide heading.
View custom created, Sysco recommended, or shared lists from the List heading.
View open, recent, and historical orders from the Orders heading.
Selecting the home icon returns you to the Express Ordering homepage.
express ordering homepage
Note: the Locations heading is only visible for those customers that are multi-buyers.
Use the Search Product Catalog field or Products heading to shop for products, add products to your active order, or build custom lists.
Click the Start New Order button to create a new order. View your active order or switch your account by expanding the Locations heading.
express ordering homepage
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indicators Indicators display across Express to quickly provide you with information at a glance. The list below describes these indicators:
Alert Under the Orders heading, any orders containing exceptions or canceled items display an alert next to the order. Hover over an alert to view an explanation of the alert. On Order Displays next to items added to your active order. Sysco Brand Displays next to Sysco branded products. Remote Delivery Displays next to remote stock items. Demand Status Displays next to demand status items. Leaving Soon This indicates an item that is no longer going to be available to purchase in the future as it is being phased out. Replaced By This displays in the product name ďŹ eld when an item has been phased out and is no long available for purchase. The original SUPC number is shown next to the Replaced By indicator. Phased Out This indicates an item is no longer available for ordering as it has been phased out. Phased out items are typically seen in your lists or existing orders. Delete Use this to remove unwanted items from an order or list. Print Use this to print an order or your order guide. Note: To print a list, you will select Print List from the More List Tools dropdown. Export Use this to export an order or your order guide. Note: To export a list, you will select Export List from the More List Tools dropdown. Save as List Use this to save your order guide as a list. Expand/Collapse Heading Use this to collapse or expand a heading . Collapse/Expand Left Navigation Use this to collapse or expand the left navigation menu.
ordering
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creating orders Sysco offers a variety of ways to create an order, including: From a Blank Order
From your Order Guide From a List From a Historical Order From the Product Catalog Using Quick Order Entry
You can also add products to your active order while:
Browsing the Product Catalog Viewing a List Viewing your Order Guide
Tips for ordering Ordering from Sysco has never been easier! The following tips help you when ordering items online.
Type your item quantities and press enter or tab to add the items to your order. Orders move through Express with the following statuses: Status
Description
Open
Orders not yet submitted for delivery display under Open Orders for 7 days past the requested delivery date.
Submitted
Orders submitted for delivery display under Recent Orders until after cutoff. Once cutoff has passed, the status changes to Processing. Note: Orders can be modified prior to cutoff.
Pending Approval and Rejected
Orders requiring approval from another account display pending approval. The order will not submit until the multi-buyer approver approves the order. Rejected orders display a status of Rejected.
Delivered
Orders delivered to the customer display under Historical Orders for 8 weeks. Note: 8 weeks is the default; however, you can search as far back as 14 months.
Canceled
Canceled orders display under Historical Orders for 8 weeks. These orders will not be delivered. Note: 8 weeks is the default; however, you can search as far back as 14 months.
creating a blank order To create a blank order: 1. From the homepage, click the pop-up displays.
button. The Create New Order window
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Click the Create New Order button. Your Active Order displays. The active order will be saved up to seven days past the specified delivery date.
4.
Browse for items to add to your order from the product catalog, existing lists, or your order guide.
5.
To add an item, type the quantity within the Order Qty. field and press enter or tab. This will add the item(s) to your active order. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order.
6.
Click the View Order button to review your order.
7.
Click the Submit Order button to submit your order for processing and delivery.
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creating an order from the order guide To create an order from the order guide: 1.
button. The Create New Order window
From the homepage, click the pop-up displays.
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Select Order Guide from the Add Products from dropdown.
4.
Click the Create New Order button. The Order Guide display 8 weeks of history .
To view items older than 8 weeks, select a range (Last 2 Months, Last 3 Months, or Custom) from the Filter Order Guide dropdown. If the custom range is selected, you will need to: 1. Select a date range from the dropdown: Last 2 Months, Last 3 Months, or Custom . 2.
Select or type an end date .
3.
Click the View Items button. Items previously ordered display within the time frame selected.
You can also filter your displayed results by Previously Ordered, Category, Brand, Pack, Size, Stock Indicator, and Storage type. To filter your results: 1. Select the arrow next to Narrow Your Results to expand the different filter categories.
2. Select the checkbox next to the item you would like to filter your order guide by. Your order guide automatically adjusts based on the criteria selected.
To add quantities and submit your order: 1. To add an item, type the quantity within the Order Qty. field and press enter or tab. This will add the item(s) to your active order. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order. 2.
Click the View Order button to review your order.
3.
Click the Submit Order button to submit your order for processing and delivery.
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creating an order from a list To create an order from a list: 1.
button. The Create New Order window
From the homepage, click the pop-up displays.
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Select Lists from the Add Products from dropdown.
4.
Click the Create New Order button. Your Lists’ display.
5.
Select the list you would like to add product from. It can be a custom list that you’ve created under the My Lists heading, a Sysco Lists, or a Shared List.
You can also filter your displayed results, by Previously Ordered, Category, Brand, Pack, Size, Stock Indicator, and Storage type. To filter your results: 1. Select the arrow next to Narrow Your Results to view the different filter categories.
2.
Select the checkbox next to the item you would like to filter your list by. Your lists automatically adjusts based on the criteria selected.
To add quantities and submit your order: 1. To add an item, type the quantity within the Order Qty. field and press enter or tab. This will add the item(s) to your active order. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order. 2.
Click the View Order button to review your order.
3.
Click the Submit Order button to submit your order for processing and delivery.
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creating an order from a historical order To create an order from a historical order: 1.
button. The Create New Order window
From the homepage, click the pop-up displays.
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Select Historical Orders from the Add Products from dropdown.
4.
Click the Create New Order button. Your Historical Orders display.
The historical orders displayed are those that have a delivery date within the last 8 weeks and a status of Delivered or Canceled. To view orders older than 8 weeks, use the Filter Order section to include additional order history. 1. Select or type a start date . 2.
Select or type an end date .
3.
Click the View Orders button. Historical Orders display within the time frame selected.
Continue with the following steps to order items from an existing order: 1. Click the Order Name in which you’d like to create an order from.
2.
Click the
Order displays.
button to create an order from the selected order. Your Active
3.
From here adjust your quantities, add additional items, or remove existing items. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order. Note: If the order you are trying to order from contains alerts, you may need to address the alerts before submitting your order. For instance, if your order contains items that have been phased out, you will need to remove those from your order before submitting your order.
4.
Click the Submit Order button to submit your order for processing and delivery.
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creating an order from the product catalog To create an order from the product catalog: 1.
button. The Create New Order window
From the homepage, click the pop-up displays.
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Select Product Catalog from the Add Products from dropdown.
4.
Click the Create New Order button. The Product Catalog displays.
5.
Search for products by expanding categories or by typing keywords/SUPC numbers in the Search Product Catalog textbox. Note: Further detail around searching can be found within the Searching section.
After identifying the product you’d like to order, perform the following steps: 1. To add an item, type the quantity within the Order Qty. field and press enter or tab. This will add the item(s) to your active order. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order. 2.
Click the View Order button to review your order.
3.
Click the Submit Order button to submit your order for processing and delivery.
creating an order using quick order entry To create an order using quick order entry: 1.
button. The Create New Order window
From the homepage, click the pop-up displays.
2.
Enter your order header details . Order name (defaults to today’s date and time) Delivery date (defaults to the next day) PO number (optional)
3.
Select Quick Order Entry from the Add Products from dropdown.
4.
Click the Create New Order button. The My Active Order screen displays.
5.
Click the Quick Order Entry button. The Quick Order
Entry using Sysco UPCs
pop-up displays. 6.
Type the item number in the Sysco UPC field.
7.
Type the quantity desired in the Quantity field. Note: If the item is splittable, you may type the split quantity desired in the Split field.
8.
Click the Add button. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order.
9.
Once you have finished typing all of your quantities, click the Add to Order button. Your Active Order displays.
10. Click the Submit Order button to submit your order for processing and delivery.
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other ways to initiate an order You may decide while searching or browsing for products, viewing a list, or viewing an order guide, that you’d like to create an order. You do not have to select the create new order button as previously described. You can perform the following steps: 1.
After finding an item, in the Order Qty. field, type the quantity to be ordered and press Tab or Enter. The Create New Order window will display, if you are not currently in an open order. Tip! Once an item has been added, the On Order icon displays indicating it has been added to your active order.
2.
Enter your header information.
3.
Click the Create New Order button. Your Active Order now contains the items you have added.
4.
Continue adding items until you are ready to submit.
5.
Once you are ready to submit, click the View Order button.
6.
Then, select the Submit Order button.
submitting your order Before submitting your order, you must click View Order. Viewing your order allows you to review your order for item, quality, and pricing accuracies. To submit your order: 1.
Click the Submit Order button. Once submitted, the order displays as a submitted order under Recent Orders.
2.
If your order contains demand status and/or remote stock items, a message displays stating “Your order contains items that cannot be canceled. Please confirm to continue placing order”.
To proceed, click Continue. To remove those items from your order, click Cancel, remove the items from your order, and click Submit again. After you submit your order, the system:
Performs an item availability check. Note: This only occurs if your delivery date is in the next 48 hours.
Displays a message if noncancelable items exist on the order stating “Some items cannot be canceled at this time. Please contact Sysco’s Customer Support to cancel these items”.
Suggests or forces alternates/substitute items for out of stock scenarios (based on how you are set-up).
Generates email confirmations that shows item availability (i.e., out of stocks, alternates/ substitutes, and demand status).
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modifying and canceling your order Before cutoff, you can modify or cancel your submitted order. After cutoff, contact your sales representative or local Operating Company Customer Service directly for assistance. To modify an order: 1.
Navigate to an existing order.
2.
Click the Modify Order button.
3.
Perform your changes to the order including modifying quantities, adding items, or removing items.
4.
Click the Submit Order button.
To cancel an order: 1.
Navigate to an existing order.
2.
Click the Cancel Order link.
3.
A pop-up appears asking you if you really want to cancel the order. Click Yes. The item status column updates to Canceled, and the status of the order changes to canceled. Note: If orders contain non-cancelable items, you will not be able to cancel those items.
lists
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creating lists Creating and managing your lists is seamless using Express Ordering! Use the following table to help you understand how lists display in Express. Types of Lists My Lists
Displays editable, custom lists.
Sysco Lists
Displays non-editable, Sysco generated lists.
Shared Lists
Displays lists shared in an account by others.
Tips for creating and managing custom lists: You can only edit lists that you own. The List Owner column indicates who owns the list.
From the List Heading, click the Create New List button to create a custom list.
Click the Edit List button to create custom categories or sequence your lists. Note: If you want to modify a shared or Sysco recommended list, you will need to make a copy of the list and then perform your edits. The changes will not be saved to the shared or Sysco lists; instead, they will be saved as a custom list under the My Lists section.
Click Use List Qty to order items using the list quantity. Note: The list has to be saved with quantities to use this.
Click the Column Settings link to customize the columns you see within your view.
Group your list by custom or Sysco categories from the Group Items by: dropdown.
Print, export, copy, send/share, or delete a list from the More List Tools dropdown.
creating a custom list To create a custom list: 1.
Click the
2.
Click the
heading. The Lists page displays. button. The Create List pop-up displays.
3.
In the Enter a name for your list field, type a unique list name.
4.
Click the Create New List button. A screen displays stating “Use the product search to add products to your list”.
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adding items to your lists To add items to a custom list: 1.
Browse for items to add to your list. Items can be added from the product catalog, an existing list, your order guide, or even existing orders.
2.
Once you have identified items to add, select the checkboxes next to the items.
3.
Click the Add to List button.
4.
Select the checkbox next to the list(s) you’d like to add the item to. Note: You can also create a new list from this screen by clicking the Create New List link.
5.
Click the Confirm button to save the item to your list.
categorizing and sequencing list items Assign items to custom categories to help organize your list. To create custom categories: 1.
Navigate to an existing custom list under the My Lists section. Note: Categories cannot be set -up for Shared or Sysco Lists.
2.
Click the
button.
3.
Under My Categories, in the New Category Name field, type a custom category
4.
Click the Add button or press Enter to save the custom category. Items in your list can now be assigned to this category.
To assign list items to custom categories: 1.
Select the Uncategorized category. Products not assigned to a category display.
2.
Select the checkbox next to the item you’d like to categorize.
3.
From the Move Items: dropdown, select the name of the category you would like to move the item to. Note: You can also drag and drop an item into a custom category. To do this, place your cursor on an item, hold the left-mouse click down and drag the item into the desired category.
Tip! To sequence items in custom categories, hover your cursor over the item you’d like to move. An icon appears next to the checkbox. Click on the icon and hold down the button on your mouse and drag the item into the new position. To save your changes: 1.
Click the
button. A pop-up appears asking if you would like to your changes.
2.
Click the Yes button to proceed.
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copying lists Sysco Lists and Shared Lists cannot be modified; however, you can create a copy of the list and then modify the copy. To copy a list: 1.
Navigate to a Sysco Lists or Shared Lists.
2.
From the More List Tools dropdown, select Copy List. The Copy List pop-up displays.
3.
Type the name of the list in the List Name field.
4.
If custom categories exist, you can copy these categories over as well. Select the categories you’d like to include by selecting the checkbox next to the category. Note: You can also click “select all” to copy all of the categories over.
5.
Click the Copy button to copy the list.
sharing lists Lists can be shared with others. To share a list: 1.
Navigate to an existing list.
2.
From the More List Tools, select Send List.
3.
Click the checkbox next to the name of the account and name(s) you’d like to send/share the list to .
4.
Click the Send button. A message displays stating that your list was successfully sent. Note: You can only send a list if you are a multi-buyer to another buyer in your group. Any edits to your list will not be visible to other users. The names selected have a copy of your list and rights to edit their list.
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ďŹ nding items
finding items Finding the items you want is easy using Express! To begin finding items:
Use the Search feature
Filter your results
Browse the product catalog
View product information
Perform a Quick Search
Tips for searching:
Search using a product description, brand name, category name, abbreviation, or Sysco Universal Product Code (SUPC).
Type 2 to 25 characters in the Search field.
Search is not case sensitive, meaning, you can use capital or lower case letters.
Search using singular or plural words, such as hot dog/hot dogs or container/containers.
You can also search using multiple words. For example, typing hot dog bun displays all results for items with the words hot, dog, and bun.
When searching for a SUPC, type at least the first two numbers of the SUPC.
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using the search product catalog textbox Search allows you to look for an item by product description, brand name, abbreviation, or SUPC. Tip! Use descriptive words when searching. Peanut is a broad term while, peanut butter is more specific.
To search for items: 1.
In the Search field, type a product description, brand name, abbreviation, or SUPC number for the item you are looking for.
2.
Press Enter. The search results display.
Note: Results rank and sort based on the word(s) entered. Example: if you type Peanut Butter; the results would first display those words that match the words “Peanut Butter”, then display the remaining results such as Ice Cream Peanut Butter Fudge . Sysco branded products display first with remote stocked to follow. 3.
From the search results you can:
Add items to an order by typing a quantity and pressing Enter or Tab. Add items to a list by selecting the checkbox next to the item, then selecting the Add to List button.
narrowing your results Sysco carries thousands of products. Depending on the product you are looking for, the search results can be in the hundreds. You can narrow your search results by using the Search within items text box, or by filtering . Using the Search within Items text box: 1.
After searching for a product using the Search Product Catalog text box, you can narrow your results by typing additional words within the Search within Items text box.
Using filters: 1.
Your results can also be filtered further by expanding the Narrow Your Resultsheading. From here, filter the search results by Previously Ordered, Category, Brand, Pack, Size, Stock Indicator, and Storage.
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browsing by product catalog To browse the product catalog: 1.
heading. The Product Catalog displays.
Click the
2.
Select one of the twelve Major Categories by expanding the category. The Intermediate Categories display.
3.
Expand the Intermediate Category . The Minor Categories display.
4.
Select the Minor Category . The items that exist in the minor category selected display.
Once the results display, you can filter the results further using the Narrow Your Results functionality or search within items .
You can also add items to an active order by adding quantities or to a list by selecting the Add to List button.
viewing product information Detailed product information is visible for an item by clicking on the name of the item. The product card displays the following information for the item:
Product Specific Information
Nutritional Information
Item History
From the product card, you can also do the following:
Add the item to a list by selecting the Add to List button.
Add the item to your active order by adding an order quantity and clicking the Add To Order button.
Print a product flyer by clicking the Print icon.
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performing a quick search The quick search feature allows you to quickly find items in your Order Guide, Search Results, Lists, or while viewing an order. To use the Quick Search functionality: 1.
Press ALT+S from the Order Guide, Search Results, Lists, or View Order screens. The Quick
Search window displays.
2.
Type a keyword in the search box . For example, to search for a strip steak type strip.
3.
Select one of the following search options :
Contains: Allows you to search for items containing the keyword entered. Begins With: Allows you to search for items starting with the keyword entered. 4.
Click Search . Express Ordering highlights the first item that matches your quick search and positions your cursor in the Order Qty box. Note: If a keyword is not found a message displays stating No Results Found. You can use the hotkeys below to scroll through the returned results:
CTRL > moves to the next item CTRL < moves to the previous item
importing and exporting
35
importing and exporting Importing information into and exporting information out of Express is easy!
You can import custom lists as well as orders into Express.
You can export any list as well as orders into Express.
importing lists To import lists: 1.
Click the Lists heading . The Lists page displays.
2.
Click the
button. The Import a List pop-up displays.
3.
Type a name for your list in the Enter List Name field.
4.
Click the Browse button to select the file to import.
5.
Click the Import button. The import process begins. After the application completes the import, the list displays under the Lists heading.
Note: If the file you are importing is not a valid file extension, the system will notify such.
you as
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importing orders To import an order: 1.
Click the Orders heading.
2.
Click the
button.
3.
Select Option 6-CSV Import/Export Format from the Please Select a Format dropdown.
4.
Click the Browse button to search for the file to be imported.
5.
If you’d like the settings you select to be saved, select the Save These Settings checkbox.
6.
Click the Import button to begin the import process.
exporting lists To export lists: 1.
Navigate to an existing list under the My Lists section.
2.
Select Export List from the More List Tools dropdown. The Export List pop-up displays.
3.
Select the format in which you’d like to export the list in from the Please Select Format dropdown. The available formats include:
Option 1—Computrition Compatible Option 2—Food-Trak Compatible Option 3—CBORD Compatible Option 4—Ingenium Max Compatible Option 5—CSV, Catalog Information Option 6—CSV, Import/Export Format
4.
Type a name for the exported file.
5.
You also have the option of including pricing. To do so, select the checkbox next to Include pricing . If this is selected, you will be prompted to select a date for which to pull the pricing from.
6.
If you’d like the settings you select to be saved, select the Save These Settings checkbox.
7.
Click the Export button to begin the export list process.
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exporting orders To export an order: 1.
Navigate to an order.
2.
Select the
icon. The Export Order pop-up displays.
3.
Select the format in which you’d like to export the order in from the Please Select a Format dropdown. The available formats include:
Option 1—Computrition Compatible Option 2—Food-Trak Compatible Option 3—CBORD Compatible Option 6—CSV, Import/Export Format
4.
Type a name for the exported file.
5.
You also have the option of including pricing. To do so, select the checkbox next to Include pricing .
6.
If you’d like the settings you select to be saved, select the Save These Settings checkbox.
7.
Click the Export button to begin the export order process.
frequently asked questions
41
getting started Although we feel Express is very intuitive and user-friendly, not everyone is a pro right away. Here is a list of the most frequently asked questions. For more information, refer to the Help provided within the application.
How do I start using Express Ordering? Contact your local sales representative so they can begin the application process on setting you up.
How do I access Express Ordering? 1.
Type http://www.esysco.net into your internet browser.
2.
Type your user name and password, and then click Login.
3.
Click Continue to Sysco Market Express. Sysco Market Express Ordering displays. Note: If you are a multi-buyer, select the account you’d like to work with first.
What are the system requirements?
Hardware: Pentium III 600 MHz or better, 2 GB RAM or more, and screen resolution of 1024x768 or better.
Internet: 512 kbps or higher.
Software: Microsoft Windows NT operating system or higher, Mac OS, Microsoft Internet Explorer 8.0 or higher, Google Chrome, or Mozilla Firefox, and Adobe Acrobat Reader (to view printed PDF documents).
Who should I contact if I need help? You may contact your sales associate or your local Operating Company Customer Service directly for assistance.
user names and passwords I forgot my password. How do I retrieve it? If you forget your password, you can reset it. To reset , click the forgot password? link on the eSysco login page. Type your user name in the appropriate field. You will be asked one of your security questions. (The first time you log in to Sysco Market, you are prompted to set up your security questions). Answer your security question correctly, and you will be prompted to type a new password.
Should I let eSysco remember my login information? You should type your user name and password each time you log into eSysco. eSysco requires you to change your password from time to time. If you have the computer remember your password, you could accidently disable your account!
Can I change my user name and password? You cannot change your user name, but you can change your password by clicking the Change Password link on the eSysco login page. You will also be required to change your password from time to time for security purposes.
Why do I have to change my password? To provide a higher level of security and protection for our customers, we are now requiring that you change your password periodically to prevent unauthorized access to your information.
How often do I need to change my password? Passwords are automatically expired by the application every 90 days. You will be notified several days in advance that your password will expires in x number of days. You then have the choice of changing your password immediately or electing to change your password at a later time.
Why am I getting an access denied message when I try to log into the site? If your password is typed incorrectly more than 9 times within a single session, your account disables for 30 minutes. This process will repeat as needed with nine chances and a thirty minute waiting period. Not only does this feature maintain security, it also helps prevent someone from accessing your account without your knowledge.
What if I have a new email address? You can change the email address you keep on file within eSysco.
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customizing your view Can I hide columns in Express that I donâ&#x20AC;&#x2122;t want to see? Yes! You can customize the columns that display on your screen by clicking on the Column Settings link. From here, you can remove or add the columns you want to see on your screen. You can reset your column settings by selecting the Clear Settings link. You can also select the expand/collapse left navigation icon to temporarily hide the left-navigation menu. Can I arrange the columns on my screen in a diďŹ&#x20AC;erent sequence? Yes! You can arrange the columns that display on your screen by dragging and dropping them where you want them. To do this: 1.
Place your cursor on the column you want to move.
2.
While holding down your left-mouse button, drag the column to its new location.
3.
Then release your mouse. This functionality is very similar to the functionality found in Microsoft Excel.
Can I sort the information displayed on my screen? Yes! You can sort the information that displays on your screen in your lists or orders by clicking on the header of each column to sort in ascending or descending order. You may also choose to group the items in your lists or orders. In a list, you will use the Group by dropdown; in an order, you will select the Group by Sysco category checkbox.
ordering If I have to close Express Ordering, will my order automatically save? Yes! If you have to close your browser, your active order saves automatically. To view the saved order, navigate to the Orders heading. The order displays under the Open Orders section. If I have an agreement with Sysco, does Express Ordering indicate this somewhere? Items that are tied to an agreement will display the icon $ in the Agr. Column. Will I get an order confirmation? Yes! After Sysco receives your order, an email confirmation is sent to the email address on file. What happens if I accidentally place an order? To cancel a submitted order prior to cutoff: 1.
From the Orders landing page, click the submitted order to view the order details.
2.
Click Cancel located in the top right corner of the screen.
Tip! Contact your Sysco representative or your local Operating Company Customer Service directly for assistance.
I am having a problem ordering online, what should I do? Contact your sales associate or your local Operating Company Customer Service directly for assistance. How do I know if Sysco received my order? You are sent a detailed email confirmation to the email address on file. When can I expect to receive my order? You can expect to receive your order with confirmed items on the delivery date you specified in your order header details unless you have special shipping terms in your agreement with Sysco.
Can I change the email address that the email confirmation is delivered to? Contact your local Operating Company Customer Service directly to change the email address tied to your account.
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ordering Can I track my order? Yes! Track orders based on the status of the order. Below are a list of possible statuses:
Open: Orders not yet submitted for delivery. Submitted: Orders submitted for delivery. Modifications can only be made prior to cutoff. Pending Approval: Orders requiring approval from another account . Rejected: Orders not approved by the multi-buyer display a status of Rejected. Delivered: Orders that have been delivered to the customer. Canceled: Orders that have been canceled. These will not be delivered.
How do I print my order? All pages containing a list of items have a Print button in the upper right portion of the screen that you can select. The print job automatically creates a PDF file. From here, you can print the current page or all pages. What if the item I want is out of stock? Depending on how you are set-up, if the item is out of stock Express Ordering suggests a substitute item if one is available. How long do orders stay available in the system? Open (unsubmitted) orders stay in the Open Orders section under the Orders heading for 7 days past the specified delivery date. Delivered orders stay in the Historical Orders section for 8 weeks, but can be viewed up to 14 months. Does the order management application display my canceled orders? Yes! Cancelled orders display in the Orders section. I have submitted my order. How do I know Sysco has received the information? After Sysco receives the order and the warehouse confirms it, you receive an email order confirmation. If you do not receive an email confirmation from Sysco, contact your sales associate team or your local Operating Company Customer Service directly for assistance. Can I make a change to my order after I have submitted it? Yes! You can make changes to orders, but only if they are in Submitted status. To make changes or provide additional instructions to your submitted order, open it and click Modify Order. If you are unable to make changes online, contact your sales associate or your local Operating Company Customer Service directly for assistance.
ordering Can I delete my order? Yes! You can delete open (unsubmitted) orders. To do this: 1.
Within the order details, click Delete Order. An alert displays prompting you if you want to delete this order.
2.
Click Yes. The order deletes and clears from the Orders landing page.
Can I cancel my submitted order? Yes! Prior to cutoff, you may cancel a submitted order. To cancel a submitted order: 1.
From the Orders landing page, click on the submitted order. The submitted order details display.
2.
Click Cancel Order. A confirmation window displays.
3.
Click Continue to cancel the order. The order is cancelled and the Orders homepage displays.
Tip! You may contact your local Operating Company Customer Service directly for assistance if the order is after cutoff. How do I remove an item from my order? Within your order details, click the Delete
icon to remove an item from your order.
How do I review old purchases? From the Orders heading, you can review previous orders under the Historical Orders section. Can I get a reference number for my order? Yes! All orders in Express Ordering are assigned a reference number and can be found in the order header details. The reference number also displays in the email confirmation that is sent to your email address on file.
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lists Can I sort the information displayed in my lists? Yes! You can sort the information displayed in your lists by clicking the header of each column to sort in ascending or descending order. You may also choose to group the items in your list based on common attributes by using the Group by button found in the top right portion of your screen. For example, you may wish to group your items by category. What lists display in the Sysco Lists section? The Sysco Lists section displays non-editable, Sysco generated lists, including order guides also know as bid lists, sequenced item lists (SIL), and order templates (OT). Can I order from a list? Yes! Place an order from a list by typing a quantity next to the items you would like to order. The items are automatically added to your active order. If you do not have an active order, you are prompted to create a new order. Can I change the name of my custom lists? Yes! You can change the name of your custom list. Click Edit within your List details and change the name of the list. What is the standard quantity that displays in my lists? The List Quantity column displays the standard order quantity, par level, or relative quantities when planning an order for large headcounts. Type list quantities to speed up the ordering process. What is the historic quantity that displays in the Item Purchase History screen? The Historic Quantity column displays the total quantity you ordered for the selected item during the selected timeframe. Can I group my list by categories? Yes! Click Group By and select Group by Sysco Category or Group by Custom Category.
© 2013 by Sysco. All rights reserved. No part of this document may be reproduced without written permission from Sysco. The software described in this document is a copyrighted, confidential, proprietary product of Sysco. Sysco Market Express Ordering © 2013 by Sysco Information in this document is subject to change without notice. Sysco® is a registered trademark of Sysco.
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