Download SOURCE. STORE. DISTRIBUTE.

Transcript
SOURCE. STORE. DISTRIBUTE.
logging in
in
WEBTOUCH
FILE UPLOAD
TECHNOLOGIES
SERVICES
ABOUT US
FEATURED
CONTACT
CONTACTUS
US
CONTACT US
1. Logging In
PMA
Solutions
understands
your
All
your
products
are available
vianeeds
Trio’sare
online
unique,
and
prides
itself
on
the
flexibility
ordering system, e-volve. To access this system
able to
delivered to tailor
programs
and
login
in be
to www.trio.co.nz
and
select webtouch.
processes that suit. With this in mind, PMA
We help you create, manage and
implement your brand material.
OUR KEY STRENGTHS
Trio can add value for your brand through:
> Account management
> Design & pre media production
> Onsite studio management
webtouch® is our proprietary software toolkit.
It’s a browser based application consisting of asset
management tools and workflow process tools.
> Print management
> Fulfilment & logistics
> Our technology
FIND OUT MORE
©TRIO GROUP 2011. All rights reserved.
ensures all order processes proposed make
Now select Online Order and you will be redirected
thethe
experience
quick,
easy and
to
e-volve login
screen.
Yoursimple.
original Trio
FEATURED THIS MONTH
TRIO PROFILE
ABOUT US
PMA AND TRIO GROUP JOIN FORCES.
Read more about PMA’s alliance with
Trio Group, initiated early this year.
Click to view the digital
edition of our profile.
>
>
>
>
>
username and password will work here, if you have
All your products
aredetails
available
forgotten
your login
callvia
usPMA’s
on 0800 Trio Group
online
ordering
system,
e-volve.
To
access this
or email [email protected].
system, login to www.pmasolutions.com.au/
ordering. Image 1
Upon gaining entry, select one of the options from
the left hand menu.
Only authorised personnel are allowed access
logging in
Beyond print
CONTACT US
CONTACT US
2. New Requirements
to this site, and you will need login details to
gain access. Your login and password will be
emailed to you via the online system upon
1. Logging In
Online Order
Print On Demand
Business Cards
Digital Assets
Digital Editions
Loyalty Programs
Document Library
Design
Print
Logistics
Reports
Special Projects
For a user manual please click here
PMA
Solutions
understands your needs are
set up. These login details are
case
sensitive.
unique, and prides itself on the flexibility
Please keep these details safe.
able to be delivered to tailor programs and
processes that suit. With this in mind, PMA
Upon gaining entry, select one
of the
options
ensures
all order
processes proposed make
from the left hand menu.
the experience quick, easy and simple.
All your products are available via PMA’s
All requirements for productsonline
not ordering
included
in e-volve. To access this
system,
the online catalogue systemsystem,
can belogin
ordered
by
to www.pmasolutions.com.au/
ordering.
Image 1
contacting your Senior Account
Manager.
Image 2
Only authorised personnel are allowed access
to this site, and you will need login details to
gain access. Your login and password will be
emailed to you via the online system upon
set up. These login details are case sensitive.
Please keep these details safe.
Upon gaining entry, select one of the options
from the left hand menu.
All requirements for products not included in
the online catalogue system can be ordered by
contacting your Senior Account Manager.
Image 2
What we do
Our history
Our team
Environment
Careers
2. New Requirements
my profile
profile
3. My Profile
The first time you enter e-volve you should
The
first
you to
enter
e-volve
youdetails
should select
select
‘Mytime
Profile’
check
all your
‘My
to checkcorrectly.
all your details
have been
haveProfile’
been recorded
This ensures
recorded
correctly.
This ensures
you willas
receive
you will receive
the correct
notifications,
the correct notifications.
well as allows you to update your password
to one that may be easier to remember.
Selecting Yes to ‘Email for Req. Status’ will
prompt
the
system
to send
you Status’
an email
Selecting
Yes
to ‘Email
for Req.
willeach
time
your
progresses
to the
prompt
theorder
system
to send you
an next
emailstage,
each for
example;
slip spooling,
being
time your packing
order progresses
to thecurrently
next stage,
picked, despatched. The default setting for this
for example; picking slip spooling, currently
option is set to ‘No’ due to the number of email
being picked, despatched. The default setting
updates you may receive.
for this option is No due to the number of
email updates you may receive.
Selecting Yes to ‘Keep Shopping Cart?’ will allow
the system to record your orders for future
Selecting Yes to ‘Keep Shopping Cart?’ will
reference.
allow the system to record your orders for
future reference. Image 3
placing orders
placing
orders
4. Selecting a Cost Centre
Your
preferences
dictated
byOrder.
the username
To
order
product, are
select
Online
and password you used to login. If this access
is able
order
for to
a number
delivery points
You
willtonow
need
select a of
Costcentre,
this is
or
divisions,
you
will
be
asked
to
select
a
Cost
for internal CCA costcentre allocation/reporting.
Centre.
4
All
CCA Image
Customers
are loaded into the system,
so if you are ordering product for a specific
customer
search
theiryou
customer
number,
Highlight the
costfor
centre
want this
order
you
can
still have
to be
delivered
to the
anditems
selectdelivered
Continue.toIfyour
your
branch
address.
Otherwise
you
will
have
access is limited to ordering for one Cost to
choose
CCA branch,
simply
Centre, your
this screen
will appear
assearch
a confirmation.
Coca-Cola within the “Description” (you will
Select Continue.
need to select “Description” from the dropdown
box), this will display all CCA branches, select
All products are placed within their product
the one you want. Select Continue.
groups, for ease in locating and selecting your
requirements. Image 5
5. Selecting Products
placing orders
placing
orders
To display
display products
products under
under each
each group,
group, click
click on
To
on
the
group
heading.
the group heading.
6. Save
Browsing
Stock
6.
Draft
or Proceed to Place Order
Details of the product including a description,
Details of the product including all product
available stock and pack quantities appear.
images with basic information for each product
When mousing over the ‘Img?’ icon on the left,
appears.
an image of the product appears for further
clarity. Image 6
By selecting ‘Change to Column Mode’ in the top
right of the page the view updates. When holding
By Selecting
‘Change
to Thumbnail
Mode’
in an
the
mouse over
the icon
in the ‘Img?’
column
the topofright
the page,
the view
updatesclarity.
image
the of
product
appears
for further
to illustrate all product images with basic
information for each product.
Image 7
7. Change to Thumbnail Mode
placing orders
placing
orders
Typing the
the number
number of
wish to
Typing
of Packs
packs you
you wish
to order,
order,
and
selecting
Add
displays
your
selected
items
and selecting Add displays your selected items
within the
within
the Total
TotalQty
Qty fields
fieldson
onthe
theright
righthand
handside.
side.
Image 8
Once you have selected all the products you wish
Once
youselect
have the
selected
all thetab
products
youof the
to
order,
Checkout
at the top
wish to order, select the Checkout tab at the top
page.
of the page.
In the Checkout section you must complete your
In the Checkout section you must complete
delivery details, and check your order. Your
your delivery details, and check your order. Your
address should be self-populated based on the
address
should
self-populated
based
on thethis
Cost
Centre
you be
selected,
but you can
change
Cost
Centre
youorselected,
but please
check to
to
your
branch
another required
address.
ensure its accuracy.
You are able to upgrade the priority of your order
You are able to upgrade the priority of your order
by selecting ‘Urgent’. Please note, this does not
by selecting ‘Urgent’. Please note, this does not
result in the products being despatched earlier,
result
inupgrade
the products
being service
despatched
earlier,
but
will
the freight
to that
of
but
will
upgrade
the
freight
service
to
that
of
a
an urgent service. This selection will result in
VIP service.
Please
note this
selection
will result
increased
freight
charges
being
allocated
to this
in
freight
charges
being
allocated
to
this
order.
order.
You areyou
ablebetoordering
enter a Customer
Number
Should
a numberOrder
of items,
of
as a reference.
appearYes
which
you knowThis
are Order
not allNumber
in stock,will
selecting
on the
despatch
note delivered
goods
for
‘Ship
as Complete?’
will holdwith
thethe
order
until
and
on
the
invoice
that
relates
to
the
goods.
all components are available, so
entire order
Should
you
be
ordering
a
number
of
items,
of No
is delivered together. Selecting the default of
will
ensure
available
products
are despatched
which
you know
are not
all in stock,
selecting
immediately,
unavailable
areorder
Yes for ‘Ship whilst
as Complete?’
will items
hold the
backordered
and sentare
when
received
until all components
available,
so by
theTrio’s
warehouse.
entire order is delivered together. Selecting the
default of No will ensure available products are
despatched immediately, whilst unavailable
items are backordered and sent when received
by PMA’s warehouse.
8.
placing orders
placing
orders
You have
have the
the ability
ability to
to enter
enter additional
You
additional comments,
comments,
instructing
PMA
whenthe
preparing
instructing Trio when preparing
order, or the
the
order,
or
the
freight
provider
when
delivering
freight provider when delivering the order.
the order.
This is your last opportunity to check the contents
This
your last
opportunity
toto
check
of
theisorder.
Should
you want
makethe
a change,
contents
of the order.
Should
you want‘Trash’,
to
you
can Remove
an item
by selecting
or
make a the
change,
youby
can
Remove
an over
item your
by
change
quantity
simply
typing
selecting
the Trash,
or can change
the quantity
earlier
choice.
Any changes
must be
by simplybytyping
over Edit
yourCart
earlier
choice. Any
followed
selecting
Contents.
changes must be followed by selecting Edit Cart
Contents.
Image 9
Once
you are
happy that your order is complete,
select Create Order.
Once you are happy that your order is complete,
select Create Order.
If your order requires approval by an authoriser,
they will be sent an email requesting they view
If your order requires approval by your manager,
the order and approve or reject it. If the order
they will
sent an
email requesting
they view
does
notbe
require
approval,
selecting Create
Order
the
order
and
approve
or
reject
it.
If
you
do
confirms your order and issues it as a picking slip
notTrio’s
require
approval, selecting Create Order
in
warehouse.
confirms your order and issues it as a picking
slip in PMA’s warehouse.
You will receive an email as a confirmation your
order has been received by Trio. The email will
You will areceive
an email asofa the
confirmation
include
PDF attachment
order thatyour
was
order
has
been
received
by
PMA.
The
email
will
placed, for your records.
include a PDF attachment of the order that was
placed, for your records.
9.
urgent orders
urgent
orders
PMApromises
promisestotodespatch
despatchall
allorders
ordersreceived
received
Trio
prior to
prior
to 11am
12pm on
on that
that same
same day.
day. All
All orders
orders
received
after
this
time
will
be
despatched
received after this time will be despatchedon
onor
or
before the
the following warning.
morning.
your order
urgent
delivering,
IfIf your
order requires
requires more
a more
urgent
delivery,
select ‘urgent’
‘urgent’ in
select
in the
the orders
ordersPriority
Priorityasasdepicted
shown.
in Image 10.
In the comments section, please advise at what
In the comments section, please advise at what
time you require the delivery.
time you require delivery.
10.
FAQs
Why can’t I login?
Why can’t I login?
If you are experiencing technical difficulties,
Ifplease
you are
experiencing
technical
difficulties,
contact
one of our
friendly
staff on
please
contact
one
of
our
friendly
staff
on the
09 526 2333 who will help determine what
(02)
9629
issue
may0800
be. who will help determine what the
issue may be.
I’m not receiving my order notifications.
If you
not receive
notifications
that we
have
I’m
notdo
receiving
my order
notifications.
If you
received
your
order
or
updates
as
the
order
do not receive order notifications as a receipt of
progresses and would like to, please contact us
the order you placed, or updates as the order’s
on 09 526 2333.
progress and would like to, please contact our
friendly staff (02) 9629 0800.
There is a product I need that I cannot see.
If you need to order a product and cannot
There
product
I needlisting,
that I cannot
find it isinayour
electronic
contactsee.
us on
If09you
toThey
orderwill
a product
andifcannot
find it is
526need
2333.
advise you
the product
unavailable.
in
your electronic listing, contact our friendly staff
on (02) 9629 0800. They will advice you if the
product has been blocked from general orders.
SOURCE. STORE. DISTRIBUTE.
Overprint
Business Card
System
System
about up
setting
Theselecting
OverprintBusiness
system isCards
designed
allow
By
in thetoleft
hand
clients
to
typeset
variable
text
onto
a
product
menu, you will be presented with a screen
that is template
driven, such
business cards,
displaying
your business
cardastemplates.
letterheads, with compliments slips,
envelopes
etc.
There
will be
a small thumbnail image of the
product, the template name and description,
This unit
document
will guide
through
ordering
plus
of measure
and you
quantity
contained.
these products.
To order from any template, simply enter the
quantity you would like to order, in the box provided
and select Order.
Stationery Products
how to
setting up
1. Overprint Products
ABy
pop-up
screen
will appear
can
now
selecting
Overprint
in theand
leftyou
hand
menu,
enter
thebe
details
you would
to appear
on your
you will
presented
with alike
screen
displaying
business
All fields
marked with an “* ” are
Overprintcard.
Templates.
Image 1
mandatory.
Therecompleted
will be a small
thumbnail
of the
Once
select
Preview image
Sample.
product, the template name and description,
plus unit
measure
quantity acontained.
From
this of
screen
you and
can preview
sample of
the Business Card. If you would like a PDF copy of
To order from any template, simply enter the
this sample select Click Here to download a PDF
quantity you would like to order, in the box
version and you will be able to download a
provided and select Order.
copy. If you notice an error, select Click here
to edit stationery details to return to the
previous page.
If you are happy with the information you have
entered you have two options. The first is to
save the template you have created as a draft
so that you can submit it at a later stage. To do
this enter a name for your draft and select Save
Draft, which is located at the bottom on the
page. Your draft will be saved for later use.
Alternatively, you can submit your template
by checking
I have verified that the above
information is correct and is ready to print
and selecting Proceed to Place Order button.
To find a Saved Draft choose the ‘Draft’ tab at the
top of the page. There you can choose the ‘Edit’
option to change any details. Then click ‘Order’ to
order this business card.
Business Cards
how todetails
Order
2. Stationery Details
You canALL
nowbusiness
enter thecards
details
you
would like
to
Finally,
are
delivered
to The
appear
your product.
All then
fieldssent
marked
with
Oasis
inon
Auckland,
they are
out to
you via
an
“*”
are
mandatory.
Image
2
the internal mail bags, however we do need you to
enter the billing information for your cards.
Once completed
select
Sample.
Costcentre
– Enter
yourPreview
correct departmental
cost
Image 3– choose it from list.
centre
PO Number – Cost of cards are $65 per pkt of 250,
From
thisascreen
you
can
a sample of
we
need
PO from
you
forpreview
this amount.
the Overprint
Contact
Info –product.
just in case we need to clarify
If you wouldonlike
a PDF
copy of this sample
something
your
order.
select Click Here to download a PDF
version
will at
bethe
able
to of
download
a
From
the and
mainyou
menu
top
the screen,
copy.
If you
notice an
select from:
Click here
you
have
4 options
youerror,
can chose
to edit
stationery details to return to the
Drafts
My Past
Orders
previous
page.
My Pending / Waiting orders
3. Previewing Stationery
If you are happy with the information you have
The
My Past
Orders,
Pending
Waiting
entered
you have
twoMy
options.
The/ first
is to
Orders
show orders
thatcreated
you have
save thewill
template
you have
as placed.
a draft
In
you submit
can re-order
the exact
sothis
thatarea,
you can
it at a later
stage.same
To do
cards
again
without
re-entering
details.
By
this enter a name for your draft and select Save
clicking
on the
you can
Draft, which
is Drafts
locatedsection,
at the bottom
onalso
the
use
your
drafts
to
re-order
cards
you
have
page. Your draft will be saved for later use.
previously saved.
Alternatively, you can submit your template
by checking
I have verified that the above
information is correct and is ready to print
and selecting Proceed to Place Order button.
4. Save Draft or Proceed to Place Order
Contact Details
As a service organisation we place
great emphasis on the quality of our
customer service.
Should you require any help whilst
using the online system, please do not
hesitate to contact one of our friendly
staff on 0800 TRIO GROUP.