BradyPLUS E-Commerce Software User Guide

BradyPLUS E-Commerce Software

Specifications

• Product Name: E-Commerce Quick Reference Guide
• Platform: BradyPLUS Online
• Website: supplies.bradyindustries.com

Frequently Asked Questions

• Q: How can I request a quote?
  A: To request a quote, you need to be at the Buyer Level 1 or above. Navigate to the BradyPLUS platform, select the product, and choose “Request a Quote” option during the ordering process.

• Q: Can I change my user role in BradyPLUS?
  A: No, user roles can only be assigned by an Administrator. Please contact your Administrator for any role changes.

Connecting to BradyPLUS Online for Faster, Easier Ordering

You can access all the information you need to stay connected with BradyPLUS through our easy-to-use eCommerce platform. Browse the BradyPLUS product catalog, access safety data sheets, look up prices, create your own custom order guide, manage your employees and budgets, place orders and receive confirmation – all via a convenient and quick interface.
Reduce transaction costs. Start ordering online today with these simple steps!

supplies.bradyindustries.com

Details of User Roles & Features

These are the BradyPLUS user roles and functions that are available for users. Each account must have an Administrator setup first before you can set up additional roles and approve orders.

USER INSTRUCTIONS
To successfully follow the instructions outlined in this user manual, please ensure to log in to your BradyPLUS account at supplies.bradyindustries.com. If you and your team are interested in a “Virtual Website Demonstration,” kindly reach out to your BradyPLUS sales representative to schedule a session.

Section 1: Accessing Your Account

Logging Into an Account
[Steps: 1 – 8] Hover over “My Account,” then enter your email and password in the appropriate fields. Once you have entered your user information associated with the account, click the “Sign In” button. On the “Select Billing & Shipping” page, click the “search icons” to choose your preferred account information for both billing and shipping. If you would like to change the “Fulfillment Method” you may do so by selecting “Ship” or “Pick Up” and then click “Continue” to sign in to your account.

Resetting Your Password
[Steps: 9 – 12] Click “My Account,” then click the “Forgot Password?” Then the “Reset Password” pop-up will appear. Enter your email associated with your BradyPLUS eCommerce account in the
“Username” field, then click “Send Email” button. If an account matches the username entered, an email will be sent to the associated email address with instructions on how to reset your password. If you do not receive an email, please contact customer service.

Signing Out of an Account
[Steps: 13 – 14] Hover over “My Account,” then click the “Sign Out” button.

Section 2: Selecting a Different Bill To & Ship To

[Steps: 1 – 6] Hover over “My Account,” then click the “Change Bill To” button. Next on the “Select Billing & Shipping” page, click the “search icons” to choose your preferred account information for both the “Bill To” and “Ship To” fields. Select “Ship” or “Pick Up” as your preferred “Fulfillment Method.” To set the selected Bill To and Ship To as default, click the “Set these as default and skip this step when I sign in” checkbox, and then click “Continue” to save settings.

Section 3: Creating a New Website User

[Steps: 1 – 12] Hover over “My Account,” and then select “User Administration.” Next, click the “Create New User” button to proceed. Enter the needed information for the new website user’s email address, first name, and last name. Click on the “Select Bill To” search icon to choose the preferred billing account information. Next, click the “search icon” for the “Ship To” field and select the desired Ship To location. You may also select multiple locations if desired. If access to all Ship To locations is required, select “All Ship To” from the “Select Ship To” list. Next, click the “Send Activation Email” checkbox. Then, click the “Assign User Role” drop-down arrow and select a user role. Based on the user’s role selected, an approver may be required. To assign an approver, click the “Assign Approver” drop-down arrow and select an approver. Next, click the “Create User” button to finish the process.

Section 4: Deactivating/Reactivating Website Users

Deactivating a Website User
[Steps: 1 – 9] Hover over “My Account,” and then select “User Administration.” Next, click the “Search Users” drop-down tab. Enter the username and then click the “Search” button. Once the website user’s information displays, click the website user’s username. In the “User Information” screen, scroll down to “Account Status” and uncheck the “Active” checkbox, and then click the “Save Changes” button to complete.

Reactivating a Website User
[Steps: 1 – 9] Hover over “My Account,” and then select “User Administration.” Next, click the “Search Users” drop-down tab. Enter the username and then click the “Search” button. Once the website user’s information displays, click the website user’s username. In the “User Information” screen scroll down to “Account Status” and select the “Active” checkbox, and then click the “Save Changes” button to complete.

Section 5: Creating a New Shopping List

[Steps: 1 – 5] Click on “My Lists” and then select “Create List.” Enter the customer’s number followed by the company’s name as the list name (e.g. 152353 – Sigma Supply). Provide a brief description in the
“Description” field, and then click the “Create List” button.
Note: Proceed to page 11 for instructions on how to add items to a shopping list (order guide).

Section 6: Adding an Item to a Shopping List

[Steps: 1 – 7] Click on “My List,” and then choose the name of the list to which you want to add items. Next, click the “Add Items” button. Enter the item number, manufacturer number, or the item keyword in the search field. Once the item appears, select it. Enter the quantity needed and choose a unit of measure (U/M), if required. Next, click the “Add to List” button to add the item.
Note: To add additional items to the selected list repeat steps 4 through 7.

Section 6: Adding a Item to an Shopping List While Browsing Products

[Steps: 1 – 4] When you’re exploring products on the website, click on the “Add to List” text that is associated with the item you would like to include in your “shopping list” (order guide). The “Add to List” pop-up will appear. Click the “Select List” search icon to select the name of the list you wish to add the item to, and then click the “Add to List” button.

Section 6: Importing Items Into a Shopping List

[Steps: 1 – 8] Click “My List,” then select the name of the list you wish to import items into. Click the “Add Items” button, and then click “Upload Items.” Next, click “Upload Template” to download the Excel template. Remove the placeholder examples in the Excel document, and then enter all the required item numbers. You can also enter the quantity and unit of measure for each item, but this is not required. Save the Excel file in XLS, XLSX, or CSV format after adding all items. Then go back to the “Upload Item To List” function. Click the browser button to select the Excel file you saved, and then click the “First row is column headings” checkbox. Next, click the “Upload List” button to upload the list.

Section 6: Sharing a Shopping List with All Users on the Bill To Account

[Steps: 1 – 10] Click “My List,” then select the name of the list you wish to share. Next, click the “Share” button. Then select, “Allow others to view or edit this list” and then click the “Next” button to proceed. Select “Make list available to all users on the billing account.” If you would like to allow other users the ability to edit the list, select, “Yes, allow editing.” If not, select “No, the list can only be viewed.” Then click the “Next” button to proceed. Click on the “search icon” to select a different Bill To account, if desired. To notify the other website users, check the “Send an email notification to users” checkbox, add a message if desired (as shown in example A), and then click the “Finish” button to send.

Section 6: Sharing a Shopping List with Individual Users

[Steps: 1 – 11] Click “My Lists,” then select the name of the list you wish to share. Next, click the “Share” button, and then select “Allow others to view or edit this list.” Then, click the “Next” button to proceed, and then select “Share list.” If you would like to allow other users the ability to edit the list, select, “Yes allow editing.” If NOT, select “No, the list can only be viewed.” Then click the “Next” button to proceed. Enter the email address of the user you will be sending
the list to in the “Recipient Email Address” field. If you would like to add multiple addresses, separate the email address with a comma and no spaces, then add a message if desired, then click the “Send” button to send.

Section 6: Adding Items From a Shopping List to the Cart

[Steps: 1 – 6] Click on “My List” and then choose the list you want to add to the cart. Make any necessary adjustments to the unit of measure and item quantity. To add all the items from the shopping list to the cart, select “Select All” and then click the “Add to Cart” button. If you prefer to add individual items from the shopping list, simply click the checkbox next to the desired item(s), as shown in example A. Once you have selected the item or items, click the “Add to Cart” button.

Section 7: Adding an Item to the Cart

[Steps: 1 – 4] Click on “Shop by Product” or enter the product keyword, item number, or manufacturer number in the “Product Search” field. Once you’ve selected a product, choose a “Unit of Measure” if necessary, and then input your preferred quantity. Then, click on the “Add To Cart” button for the selected product to add to cart.

Section 8: How to Place an Order

[Steps: 1 – 8] Once all items have been successfully added to the cart, click “My Cart,” then click the “Proceed to Checkout” button.
To change billing information, click “Change” as shown in the example A, and make the necessary adjustments. To change shipping information, click “Change” as shown in the example B, and make the necessary adjustments. If all information is correct, click
“Continue” to proceed. Select a delivery date for the “Shipping Method” if you wish. If there are notes for the order needed, enter the notes in the “Add Order Notes” field. For the “Payment Method” click the drop-down arrow to select “Pay by Invoice” or “Credit Card.” Enter the order PO number for the order in the “PO Number” field, but it is not required. If you choose to pay by credit card, select a” Card Type” and enter the cardholder’s name in the “Name On Card” field. Then, enter the credit card number in the “Card Number” field and then enter the “Security Code.” Next, select the credit card’s “Expiration Month” and “Expiration Year.” If the billing address is the same as the Bill To address, leave the “Use Billing Address” option checked. If not, uncheck “Use Billing Address” and fill in the billing address fields, then click “Place Order” to place the order.

Section 9: Viewing Order History

Viewing Order History
[Steps: 1 – 6] Hover over “My Account” and then click “Order History.” You may search for an order by clicking the “Search Orders” tab. The filter drop-down will display all the available search options. Search options can be filtered by Ship To Address, PO Number, Order Number, Status, Order Total, Product Number, or Date Range. Once you’ve selected the preferred search method and entered the required information, click the “Search” button. The order history information will then be displayed. Click on the order number to view the needed information.

Printing an Order
To print the order, click the “Print” button (Example: A).

Email an Order
To email the order, click the “Email” button, then enter the recipient’s email address in the “Email To” field, and then click the “Email Order” button (Example: B).

Reorder from Order History
To reorder an order, click the “Reorder” button to add items from the order history to the cart and place a new order (Example: C).
Note: Only Admins, Buyer 3, Buyer 2, and Buyer 1 user roles can view order history.

Section 10: Viewing Invoice History

Viewing Invoice History
[Steps: 1 – 6] Hover over “My Account” and then click “Invoice History.” You may search for an invoice by clicking the “Search Invoices” tab. The filter drop-down will display all the available search options. Search options can be filtered by Ship To Address, Invoice Number, PO Number, Order Number, or the Date Range. Once you’ve selected the preferred search method and entered the required information, click the
“Search” button. The invoice history information will be displayed. Click on the invoice number to view the needed information.

Printing an Invoice
To print the invoice, click the “Print” button (Example: A).

Email an Invoice
To email the invoice , click the “Email” button, then enter the recipient’s email address in the “Email To” field, and then click the “Email Invoice” button (Example: B).
Note: Only Admins and Buyer 3 user roles can view invoice history.

Section 11: Budget Management

Note: Only Administrators roles have access to Budget Management.
[Steps: 1 – 18] Click “My Account,” then click “Budget Management,” select a “Budget Enforcement Level,” then click “Save.” Next, choose a year for the “Budget Periods Setup,” then select an “Assign Budget Period.” Input the budget period(s) and start date(s), and then click “Save.” Next, input a “Cost Code Title” and click the “Save” button. Click the “Budget Maintenance” tab, then select a “User” or “Ship To Address” to apply to the budget. Select a year from the “Budget Year” drop-down menu. Next, input the budget in the “Budget field” and click “Save.” By clicking the “Budget Review” tab, you can track the budget’s spending and generate budget reports.

Partnering for Success.

BradyPLUS is a leading national distributor and solution provider focused on JanSan, foodservice, and industrial packaging. We are driven to make customers more successful and operations more productive and sustainable. We offer Supplies PLUS Support: Premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve over 100,000 customers nationwide in end markets, including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery.
For more information on BradyPLUS, visit BradyPLUS.com

References

• Brady Industries | BradyPLUS Home
• Selecting a Different Bill To & Ship To
• Viewing Invoice History
• Viewing Order History
• Adding a Item to an Shopping List While Browsing Products
• Adding Items From a Shopping List to the Cart
• Adding an Item to a Shopping List
• Creating a New Shopping List
• Creating a New Website User

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