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MyBoundless Boundless Customer Portal

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Presentation on theme: "MyBoundless Boundless Customer Portal"— Presentation transcript:

1 MyBoundless Boundless Customer Portal
Overview of Features

2 Overview of Features Order Management Reporting Online Buying Tools
Online Order Tracking Download Invoices Easy Reorder Process Real-time Reporting Flexible Formats & Filters Track Spend for All Buyers GroupBuy Offers Company Stores Product Search Engine

3 Overview of Features Order Management Reporting Online Buying Tools
Online Order Tracking Download Invoices Easy Reorder Process Real-time Reporting Flexible Formats & Filters Track Spend for All Buyers GroupBuy Offers Company Stores Product Search Engine

4 Accessing Order History
1. Login at my.boundlessnetwork.com 2. Click on “My Orders” 3. Click on an order Note: Orders are marked as “completed” once they have been paid.

5 Order Detail Page Order Number & Description Place Reorders
Down PDF of Invoice Order Summary Lisa Customer Links to track shipments on UPS & FedEx Line Items with Product Images Order Contacts Lisa Customer Lisa Customer

6 Order Status Order Status Definitions
In Process Orders Orders that have been submitted, but not yet paid. Completed Orders Orders that have been paid. GroupBuy Orders Orders placed during a GroupBuy offer. Once the GroupBuy closes, these orders are moved into the In Process stage.

7 Automated s You will receive automated s regarding the following: -When your order is submitted -When your order has shipped The s will provided instructions on how to log into Boundless to check your order(s)

8 Overview of Features Order Management Reporting Online Buying Tools
Online Order Tracking Download Invoices Easy Reorder Process Real-time Reporting Flexible Formats & Filters Track Spend for All Buyers GroupBuy Offers Company Stores Product Search Engine

9 Accessing Reports 1. Login at my.boundlessnetwork.com
2. Click on “My Reports” 3. Select report criteria

10 Report Layout Report summary of all orders Report is grouped by buyer.
Lisa Customer Report is grouped by buyer. Export to CSV or Excel

11 Excel Export Example

12 Overview of Features Order Management Reporting Online Buying Tools
Online Order Tracking Download Invoices Easy Reorder Process Real-time Reporting Flexible Formats & Filters Track Spend for All Buyers GroupBuy Offers Company Stores Product Search Engine

13 Product Catalog and Search Engine
Accessing Product Search Engine Product Catalog and Search Engine Click on “Start Searching” to access a full catalog of promotional products

14 Accessing GroupBuy Offers

15 Company stores can also be accessed from the homepage
Accessing Company Stores Company stores can also be accessed from the homepage

16 Overview of Features Order Management Reporting Online Buying Tools
Online Order Tracking Download Invoices Easy Reorder Process Real-time Reporting Flexible Formats & Filters Track Spend for All Buyers GroupBuy Offers Company Stores Product Search Engine

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