How to Manage Orders

To help you manage your orders and facilitate your buying experience, your Account Dashboard consolidates order-related information, saved carts, shared lists, and access to key documents.

 

Access the Account Dashboard by signing in and selecting Account. Your Account Dashboard allows easy access to orders and order-related information and tools. The left-hand menu options provide access to all available options to help you manage your account and orders.

 

At the top of your Account Dashboard, you’ll find your most recent orders. Expanding each order will display order-related options: shipment tracking, product documents, invoices and dispatch notes, as well as return and issue management. You also have the option to save an item to a Shared List. This is a convenient way to keep track of your preferred products as well as share these items with colleagues.

Recent orders

In  Recent orders, you’ll find a list of your transactions for the last year (placed either online or through Customer Care) and the status of each order. You can search and filter orders to find specific orders and order details. Order status is updated throughout the day to ensure you always have the most up-to-date information.

 

To see more information about a specific order, you can expand it to view more details, including:

  • Track Shipment to follow the shipping progress of your items
  • Request dispatch notes (packing slips) and download invoices
  • Download product documents
  • Request a return or report an issue

Note: You can request invoices and dispatch notes for up to three email addresses. Invoices and dispatch notes are available for retrieval once your order has shipped.


Recent orders listed at the top of your Account Dashboard with your full account menu on the left-hand side, including access to Recurring Orders and My Custom Projects.

 

Expanded view with order-related options.

Order History: Invoices

Access the digital invoice solution tab within the Order History option located on your account dashboard menu on the left-hand side . A centralized platform to search, filter, view, and download invoices.

  • Search for your invoice by the last 4 digits of your credit card, PO number, order number, catalog number or the account number.

  • Use the date range filters to locate your invoice by the date the corresponding order was submitted.
  • In the invoice preview, you can review the contents of the invoice and download it.

  • You can select one or multiple invoices to be downloaded. Once you have made your selection, click ‘Download selected’ to begin the download.

Access to product documents

You can download product documents for the items you’ve ordered. Within the expanded view of each order, you’ll find a Product Document drop-down menu. Once your item ships, your order details will display the lot number shipped and you’ll be enabled to download lot-specific documents as applicable. Prior to shipping, any product documents available for that item will be displayed. 

Order issues and returns

Use the Report an Issue  or  Return option for Customer Care assistance with your order. Complete the associated form and submit. Your submission will be reviewed by a Customer Care representative who will get back to you about next steps. 

Custom orders

A special section is devoted to providing quick access to your custom orders and projects. You can also access custom configuration tools for easy custom-product generation and ordering.


Tip: The Tools and Calculators section found in the lower portion of your Account Dashboard makes it easy to find the right tool to create your custom order. Use the filter or search options to find exactly what you need. 

Saved carts and lists

Saved Carts  makes it easy to reorder products. After you add item(s) to your cart, the cart is automatically saved using a unique identifier. You can create, name and save multiple carts for retrieval later. You can purchase items in a saved cart using the checkout process. You can also email a saved cart to a colleague for review or purchasing. You’ll find saved carts and carts transferred to you from colleagues in your Saved Carts list.

Web quotes, labeled with a “W” for easy identification, are also saved in this area.  

Shared lists can help you save products to a list from within the Account Dashboard – or add to an existing list from product pages or from your shopping cart. You can allow others to view, add items, and place orders on your shared list by email invitation. Your invitee will then be able to access your list from their own online Account for collaboration purposes.

Note: The email address you use to invite your colleague must be the email address they use with their online Account. To further support collaboration, you can add notes and comments to any item on your shared lists. Shared Lists can also be exported for use offline.


In the Account Dashboard, you’ll find any Shared Lists you’ve set up, as well as your saved carts. A delivery calendar view is available for a preview of any upcoming shipment deliveries. 

Recurring orders

Recurring orders (Standing Orders) is a way to have items shipped to you automatically on a set frequency.   You can access the Recurring Order feature from the Account Dashboard left hand menu.  Start by using the “Create a recurring order” button where you’ll be able to enter the products and frequency you’d like.   

 

Once you’ve scheduled your recurring order, you can come back later to perform any edits to your products or schedule.  Your Account Dashboard will display a quick summary of your Recurring Orders and upcoming shipments.