1. iShop Training Module Check Out

2. Check out
Once all items have been placed in your cart, you are ready to proceed to check out.
In this module we will review a few key points is the check out process.
Shipping address
Shipping Options
Payment Options
Upload a PO

3. Shipping Address
In many cases, our customers have a large number of shipping addresses. Addresses can be easily filtered to locate the one you need.
Use spreadsheet functions to search for your address:
Click the column title to sort addresses. Sorting may be done on multiple columns in either ascending or descending order.
Right-click on the column heading to show a context menu. The menu allows you to sort or clear the sorting for a column.
The list may be filtered using the filter function within the context menu. The filter may be cleared by pressing the "Clear Filter" button.
Once you have selected an address, proceed to shipping options

4. Column Title to Sort
Click the column title to sort addresses. Sorting may be done on multiple columns in either ascending or descending order.
Sort by company name
Listing changes to ascending order
Click again and listing changes to descending order

5. Right-click on the Column
Right-click on the column heading to show a context menu. The menu allows you to sort or clear the sorting for a column.
Lets filter for Valvoline on Hamilton Place
Right-click on Address to filter by street name
Click Filter
Assign filter value to Contains
Type in Ham
Click filter

6. Shipping Options
The shipping function in iShop follows current Balcrank shipping guidelines.
This is an interface to provide shipping instruction to Balcrank.
iShop does not calculate shipping fees.
Shipping totals are calculated at time of shipment and will be reflected on the invoice.
FOB Shipping
Prepay Allow
Ship Collect

7. FOB Shipping
When an order qualifies for FOB shipping the message appears at the top of the Shipping Option list and is automatically selected for you.

8. FOB Shipping
Shipping Option list and is automatically selected for you
Select next
Continue to payment options

9. Prepay Allow
When an order does not qualify for FOB shipping you must select a shipping option.
Balcrank ships your order using the shipping vendor of their choice. The shipping fees will reflected on your invoice.
Balcrank Choice is Ship Prepay Allow
Choose time frame for shipping; ground, 2nd day, or Next Day Air.

10. Prepay Allow Select Balcrank Choice Ground, 2nd Day, or Next Day Air
Select next
Continue to payment options

11. Ship Collect Enter your shipping account number
When an order does not qualify for FOB shipping you must select a shipping option.
Balcrank ships your order per the shipping vendor you choose. The shipping fees are billed directly to the individual customers shipping account.
Choose the shipping vendor FEDEX or UPS
Choose time frame for shipping; ground, 2nd day, or Next Day Air.
Enter your shipping account number

12. Ship Collect Select shipping vendor and
Choose time frame Ground, 2nd Day, or Next Day Air
Enter your account number
Continue to payment options

13. Payment Options iShop does not accept credit cards, at this time.
All orders placed in iShop must pay by a purchase order
Enter a PO number for the order.
Please do not use duplicate numbers.
iShop provides you with the ability to upload a PO Document, this is not required however, you still need to enter the PO number.

14. Upload a Purchase Order
iShop allows you to upload a PO document.
Valid file types are .doc, .docx, .xls, .xlsx, .pdf and .zip files less than 2MB in size
This is not required to complete the order
The uploaded file can not be converted to an iShop order: it is considered support documentation only.
Lets review the purchase order feature

15. Upload a Purchase Order
Click Upload PO Document
Navigate to file location
Click Upload

16. Order Confirmation
Agree to the terms & conditions
Choose Place Order

17. Order is Complete The order confirmation screen will provide you with
Order number –
Notice all iShop orders begin with a WB. This is also a link that will take you back to your order history.
Items total – BEFORE shipping costs.
You will receive an confirmation of your order
You will receive an confirmation of your fulfillment

18. Thank you for your time. Questions or comments Contact: Jess Larkin