1. Online Catalog Tutorial

2. Introduction Welcome to the Online Catalog Tutorial. This is the place to find answers to all of your online shopping questions. Shopping online with our website is easy and convenient and we want you to be 100% satisfied. Click “Begin” to start the tutorial, or use the quick links to learn more about a specific topic. Use the “Next” and “Back” buttons to move through the presentation.

3. Log In If you are an existing customer, logging in is easy! Just enter your account code and password and you can begin ordering right away! An account customer who does not log in is a guest user. When not logged on if you enter items - the price you will see is guest user pricing. You will only see your personal pricing after logging in.

4. Ordering Creating an Order Click on the Orders tab or the Quick Order tab to begin your order.

5. Ordering Adding an Item 1 ) Enter an item(s) in the item field. The drop down will not work until you enter either a complete or partial item number in that field. After you enter the complete or partial item number, the drop down arrow will be activated and will allow you to scroll to find the item. 2 ) Enter a comment if desired in the comment field. 3 ) Enter the quantity to order 4 ) Click the Add button. This will add the item to the order

6. Ordering Edit Item Click on the item(s) description, change the quantity or add a comment. Click the Update button to save changes. Delete Item(s), from the Order Select the desired item(s) to delete by checking the box to the right of the item(s). Next click the Delete button. This will remove the item(s) from the order. Park Orders (Store Orders) To temporarily store an incomplete order, click the Park Current Order button. Open a Parked Order 1) Log in with Account Code and Password 2) Click on the Orders tab 3) Click the link for the desired parked order – the selected order will display – click the Open Existing Order button to continue with the order. 4) OR – click the Create New Order button to begin a new order Commit / Submit for Approval To complete an order click on the Commit/Submit for Approval button, the next prompt will be for a PO/Authorization Code. If you do not have one, enter your name, click Pay by Credit Card or Apply to My Account. The order will be displayed in a new window. Park and Start New Order Click the Park Current Order button. This will park the order that is on the screen, display a new window with the option to Create New Order. To create a new order, click on the Create New Order button. Discard and Start New Order This will discard the order that is on the screen and take you to a new window. To create a new order, click on the Create New Order button. Other Options Available During Order Entry:

7. Search Search Feature 1 ) Click on the “Search” tab 2 ) Type in the part number, prefix + part number or keywords – you can also limit by list price, manufacturer, and select sort criteria 3 ) Click the Search button

8. Search Search Results 1 ) Click the desired category from the displayed search results

9. Search Search Results 2 ) Click on the desired item

10. Search Search Results 3 ) You can now enter a quantity and add this item to your order.

11. Browse Browse Feature 1 ) Click the “Browse” tab 2 ) Click the desired category 3 ) Continue to narrow your browse by selecting the desired category from the next panes 4 ) Once the items appear, click the desired item(s) to add to your order 5 ) Enter a quantity and add this item to your order.

12. Machine Matching Machine Matching Feature 1) Click the “Machine Matching” tab 2) Click the desired device category 3) Next, select the desired manufacturer from the 2 nd column 4) Next, select the model from the 3 rd column 5) Once the items appear, click the desired item(s) to add to your order 6) Enter a quantity and add this item to your order

13. Using Lists Favorites List This list is available only to the user who is logged in. There is no limit to the number of items that can be added to this list. Company List Company managed shopping list(s). These lists can only be created or edited by account administrator. These lists are available for use by all ship-to addresses within the account. There is no limit to the number of items that can be added. Recent Items List This is a listing of the last one hundred (100) items added to the order entry screen. This is specific for each user.

14. Using Lists How to Set Up a Company / My List: 1 ) Click the “My List” Tab 2 ) Click “Manage Lists” link at bottom left corner of Lists page

15. Using Lists How to Set Up a Company / My List (cont): The List Manager screen will open. 3 ) Click the “Create” button 4 ) Choose to create a “My List” or a “Company List” by clicking the drop down box 5 ) Enter the name of the new list 6 ) Click “Save” 7 ) Click “Quit”

16. Using Lists Add Items to Company/My List Through Order Entry: 1 ) Click on the “Order” tab 2 ) Enter the item(s) that you would like order and add to the list 3 ) Check the box at the right hand side of the item 4 ) Click the drop down box (above the order) to select the desired list 5 ) Click the “Add” button to add the item(s) to the list

17. Using Lists Add Items to the Company/My List: a ) Through Search – Click on the drop down box above or below the quantity box – Select desired list – Click the “Add To” button

18. Using Lists Add Items to the Company/My List: b ) Through Browse & Machine Matching – Browse to desired item – Click on the drop down box above or below the quantity box – Select desired list – Click the “Add To” button

19. Using Lists Adding Item(s) to an Order from Company / My List and Recent Items 1 ) Locate and select the desired List and item(s) 2 ) Enter the quantity to order – Click on the check box to the right of the quantity field 3 ) Make certain the pull down next to the “Add to” button reads Cart 4 ) Click the “Add to” button to complete the addition of selected item to your order 5 ) A message will display along the top of the page listing items that were successfully added to the order

20. Using Lists Manage List Sequence (change the order of the list) 1) Click the “Manage List Sequence” link at the bottom center of the page 2) The following edit tool will appear to the right of the items: 3) Use the up and down indicators to move selected items to desired location within the list 4) Click the “Save” button to save the changes – finally, click the “Quit” button to exit the edit mode Filter the List by Keyword 1) Type a keyword in the field next to the Filter button – Click on the filter button 2) The display will change to display only those items associated with the keyword. 3) Click the “All Items” button to return to full list view Save Current List Sequence as Default 1) Click the “Save Current List Sequence as Default” button at the top of the list to save the current settings. 2) You can re-sort the list by clicking the column headers. Click on "Save Current List Sequence as Default". Other Options for Working with Lists:

21. Customer Admin The Customer Admin tab allows access to specific administrative functions within the site. Access to these functions requires special setup by our company. Please contact us to learn more about these functions. Once access has been granted, follow these steps to continue: 1) Logon with appropriate password 2) Click on the “Customer Admin” tab Available options within this area are shown at right.

22. Customer Admin Manage Approvers: 1) Click on the “Manage Approvers” tab 2) Select desired ship-to address and enter an Approver Title – Click on the + sign to add the approver. 3) The new approver will appear in the “Approver Title Ship To” table 4) You can also assign a “Max Order” approver. This is the only approver that is authorized to approver orders that are above the maximum level set for orders.

23. Customer Admin Assign Approvers 1 ) Click on the Assign Approvers button to open the following screen. 2 ) Select the desired approver from the “Select Approver” drop down menu. Once the approver is selected, check the box next to the assigned Ship To address for that approver. 3 ) Click the “Save Approver Assignments” button to complete the process. Continue through these steps until all approvers and ship to addresses have been assigned as desired. 4 ) The “Assignments At-A-Glance” column will show the current Approver(s) assigned to each ship to address. 5 ) Click the Back To Customer Admin button when all approver activities have been completed.

24. Customer Admin Assign Order Limits: 1) Click the “Assign Order Limit” tab 2) Enter the desired Maximum Order Amounts for each ship-to location as desired. 3) Click the Save button to complete this process.

25. Customer Admin Manage Customer Admin / MasterUser: 1 ) Click on the “Manage Customer Admins / MasterUsers” tab. 2 ) The following screen will open listing all available ship to’s for this account. 3 ) Click the box below Customer Admin to assign as Customer Admin. 4 ) Click the Master User box to establish the ship to user as a Master User. 5 ) Click the Save button to complete the assignments.

26. Customer Admin The Customer Administrator can limit other users to specific Company Lists or Contracts. The only items visible as Search or Browse results will be items on the Company List or Contract. The User will not be able to add items from Specials to orders if the items are not on the restricted Company List or Contract. 1) Click the Assign Restriction In Inventory button 2) Select the Contract Restriction or List Restriction from the appropriate pull down 3) Check the Restriction box for desired ship to’s 4) Click to restrict to “Selected” or “All” ship to’s Please Note: Ship To’s can only be restricted to a contract OR a company list, not both. Restrict Ship To’s to Company List or Contract:

27. Customer Admin Setting up Budgets: Budgets can be set up by the Customer Administrator on a Ship To by Ship To basis. Budget amounts and balance amounts can be set up for all or selected Ship To's. The balance amount can be edited to be higher than the budget amount to allow for "carry over" dollar amounts from previous budget periods. The budget amount and remaining balance amount display in order entry. The dollar amount of an order will be subtracted from the remaining balance when an order is submitted. In cases where the Approver rejects the order, the dollar amount of the rejected order will be added back to the remaining balance. Users will not be able submit an order that exceeds the budget amount. If an Approver adds/subtracts items from an order the balance is updated appropriately.

28. Customer Admin Setting up Budgets: 1) Click on the Customer Admin tab 2) Click on the Budget Set up tab 3) Click the box below “Activate Bgt” next to the appropriate Ship To(s) 4) Click Save Changes to complete process 5) Enter budget amounts individually or Set all Budgets 6) Click Reset Balances and select to have balances reset automatically annually, monthly, quarterly, weekly, daily, or manually 7) Click Save Changes before exiting

29. Customer Admin Setting up Cost Centers: The Customer Administrator has the ability to create and manage Cost Centers. (100 Maximum) Cost Centers replace the “PO/Authorization Code/Name” field at customer check-out. Users with assigned Cost Centers will see a drop down menu of available cost centers. The user must choose a Cost Center for the order. If the user is subject to approval, the approver can change the Cost Center. (The approver will see the same drop down menu of Cost Centers that are allowed for the Ship To).

30. Customer Admin Setting up Cost Centers: 1) From within Customer Admin, click the Manage Cost Centers button 2) Input the name of the Cost Center in the field next to the Add Cost Center Button (next to the *Maximum 16 Characters note). 3) Click on the Add Cost Center button. 4) Highlight the desired Cost Center, check the Select box next to the ship-to address you wish to assign to the highlighted Cost Center 5) Press the “Assign Cost Center(s) button to complete the assignment. 6) The Assigned Cost Center will show the completed assignment

31. Customer Admin Creating a list from a Contract (optional): A contract must have 2500 items or less in order to be used for this feature. 1 ) Logon as the customer administrator 2 ) Click the Customer Admin tab 3 ) Click on the Create List from Contract button 4 ) Select the desired Contract from the drop down box 5 ) Choose the type of list that you would like to create 6 ) Create a name for the list 7 ) Click Create List to save the changes

32. Master User A Master User is an end-user that has the ability to order on behalf of other ship-to locations within the company. Master Users are set-up and managed through the Customer Admin area. Master User Setup: 1) Logon as the customer administrator and click the Customer Admin tab. 3) Click the Manage Customer Admins / Master Users button to begin setup. 4) Click the box under the Master User column for the desired ship-to location(s) 5) Click the Save button to complete the process. The user for that location(s) will then have access to the Master User tab and its associated functionality.

33. Master User Once the Master Users are set up, you will need to assign the appropriate ship-to location(s) to the correct Master User. Master User Assignments: 1) From the previous setup screen, click on the “Manage Master User’s Ship To Assignments” link near the bottom of the page 2) Click on the pull down indicator below “Select a Master User to Assign Ship-to’s:” to select the desired Master User. 3) Click the box next to the Ship-To address that you wish to assign to the selected Master User. 4) Click the Save Ship-To Assignment button at the bottom of the table.

34. Master User Master Users have the ability to “order on behalf of” their assigned ship-to’s through the Master User tab. Ordering as Master User: Restrictions to a ship to apply to orders placed by a master user 1) Click the Master User tab 2) Click on the pull down indicator to select the desired ship to address 3) Click the Order for this Ship To button The screen will move to the Order area and will indicate “You are in master mode. Ordering on behalf of Customer Name, 123 MAIN STREET CITY ST 46808”

35. Master User When you have completed ordering “on behalf” of other ship-to locations you must “exit” Master Mode. Exit Master User: 1) Click the Master User tab. 2) Click the Exit Master Mode button at the bottom of the screen. You will be returned to regular order mode for your ship to location.

36. Contact Us Thank you for taking the time to use our online catalog tutorial. If you have any additional questions or would like to speak with a friendly customer service representative, please call or email our offices.