1. CustomSource Online Tutorial August, 2017

2. Welcome to Fiserv. By now, you should have already received an containing your login information and a TipSheet to walk you through the simple ordering process.
Note: If you have not received your login , please to have one sent to you.

3. Welcome to Fiserv. Below is an example of your login screen.
Tip! Your username and password are case sensitive. It may work best to copy and paste your username and password into
the fields.

4. Welcome to Fiserv. Below is an example of your login screen.
Tip! If you forget your User ID and/or Password, you can click this link to retrieve your information.

5. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.

6. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.
The Catalog Tray and Catalog Icons will contain your items.

7. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.
My Orders contains a searchable record of orders you have placed on the site.

8. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.
My Account is where you maintain your account information and change your password.

9. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.
Logout logs you out of your session – for security purposes, please close your browser window.

10. Welcome to Fiserv. The screen below is representative of what you will see once you have logged in.
Search will allow you to search all products across all catalogs.

11. Welcome to Fiserv. The screen below is representative of what you will see in your product catalogs.
When you click on a catalog, your products will be displayed in the center of the screen. You will also see the name of the catalog displayed at the top.

12. Welcome to Fiserv. The screen below is representative of what you will see in your product catalogs.
From the catalog, you will be able to see Available Inventory, Order Quantities available, Package Quantities and Package Price.

13. Welcome to Fiserv. The screen below is representative of what you will see in your product catalogs.
By clicking on an item, you will be able to see a larger image of the item and an expanded description if available.

14. Welcome to Fiserv. There are three different types of products to order.
There are three different types of products to order; warehoused,
print-on-demand and variable print.

15. Welcome to Fiserv. There are three different types of products to order.
Warehoused products will display an Available Inventory in packages.

16. Welcome to Fiserv. There are three different types of products to order.
Print on Demand products will display N/A.

17. Welcome to Fiserv. There are three different types of products to order.
To order a warehoused or print-on-demand product, simply enter or select your quantity and click Add.

18. Welcome to Fiserv. There are three different types of products to order.
To order a variable print product, you must click Customize and fill in the required data to customize your product.

19. Welcome to Fiserv. There are three different types of products to order.
After you click Customize, you will be taken to the customization screen for the product.

20. Welcome to Fiserv. There are three different types of products to order.
Select the preloaded data from the dropdown, or if you have permission, select Add New from the dropdown.

21. Welcome to Fiserv. There are three different types of products to order.
After selecting the profile in the dropdown, click Preview to quickly preview your item.

22. Welcome to Fiserv. There are three different types of products to order.
Click View Proof to generate a PDF proof of your item.
Then Approve & Create Another or Approve & Checkout
to proceed to checkout.

23. Welcome to Fiserv. Ordering is quick and simple using CustomSource.
After you have added products to your cart, click on Checkout to proceed.

24. Welcome to Fiserv. Ordering is quick and simple using CustomSource.
Once in the Cart, you can change your order quantity, remove items, edit your variable print items or save items for later.
Carefully review your order. If you need to make changes, please do so now. If everything is correct, click Place This Order Now.
Select your Shipping Destination and enter the Attention To field and optional Delivery Instructions.

25. Welcome to Fiserv. Ordering is quick and simple using CustomSource.
After placing your order, you should receive an confirmation of your order within a few minutes.

26. Welcome to Fiserv. Ordering is quick and simple using CustomSource.
After placing your order, you will be able to see its status by clicking on the My Orders tab.