Page Comparison

Starting a New Order

We’ve made it easier to find and access the system ordering features, by expanding out the order button, and clearly labelling a new Order Products button in the catalogue toolbar.

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The Start a New Order form is largely unchanged in the latest version of the site, but there are a few new tools and options:

• Multi-location stores can now choose which store location(s) they want included in this particular order.

• There are two new optional fields: Category 1 and Category 2. You can use these categories to apply tags to your order to make it easier to find later. We’ll be adding filters on the My Orders page in a coming release that will let you filter orders based on these tags.

Sales Rep process

Your order creation process has even fewer changes! The system will automatically select all available stores for the store you are entering the order for.

Exit out of an order

Done working in your order? Now you can easily click the Exit order button in the order summary box to close the summary box.

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You can access your order again by going to the My Orders page to find it, or click the Order Products button and choose the option to select an existing order to continue working on this order on the current page.

Default billing and shipping addresses

For retailers, wholesalers and libraries, Account Managers can now add more information about your stores and branches in your Settings pages.

• A new section has been added to allow you to enter the main billing address.

• When adding or editing stores or branches you will also now have the option to add a shipping address per location.

If you have these addresses set up in your CataList settings, the system will automatically populate the addresses into all new orders created for your account. You have the ability to override the billing and shipping address on any order using the editing tools on the View Order page.

Multi-store orders

If your new order contains orders for multiple locations, the system will fill in the billing address, however, the shipping address will need to be manually added using the editing tools on the View Order page.

Submit order process

When your order is complete and ready to close off, you can:

• Close the order without sharing it

• Export the order and send by email or by your other usual methods to your rep or directly to your suppliers

• Submit the order to share directly to your sales rep within the system

To submit an order in the system, click the Submit Order button and search for your rep in the directory.

Select your rep and click Send. Your rep will get an in-system notification after your order has been submitted.

New order notifications

When a customer submits an order in the system to you, a notification flag will display in the main navigation bar, above the link for My Orders page.

Click the My Orders page link to access your newly-received orders.

Any orders you have not viewed yet will display in bold text in the table.

To clear the bold formatting and notification flag, click on the new orders to view them, or use the Export link in the Action column to export the new orders.

In the Advanced Search form, use the new “Accessible products” checkbox to search for titles that include accessibility details.

If your search results include any titles that provide accessibility details, you will see the Accessibility filter display in the left sidebar. You can expand the Accessibility filter by clicking the + symbol to see the types of accessibility data available.

The accessibility data points are grouped into categories for your convenience.

• Accessibility features - The majority of specific features for accessible experience will be listed in this category.

• Compliance and certification - If you are looking for products that have passed specific certification, you can see more detailed compliance details in this section.

• Limited accessibility - If you have selected the accessible products search checkbox in the advanced search form, titles with limited or unknown accessibility data will be excluded from your search results. However, if you are doing more general searching, you can select this category to see publisher-supplied details of accessibility limitations.

• Contacts for more information - You can limit your results to titles where there are additional contacts for further accessibility information. This might be a publisher or product website, or an email address where you can request more information.

Select one or more checkboxes to expand the categories and view further options to refine your search.

You can limit your results to titles that contain the specific accessibility features that you’re looking for by clicking one or more of the resulting checkboxes.

If you select options from more than one category, you will see the results from both categories combined in your search results.