WebOrder Control Panel Help

Using the WebOrder Control Panel requires very few steps, but it can be very flexible if you need it. If you have any questions, please fill out our feedback form, or email us at CCPHelp.

1. General
2. Using the Control Panel for the first time
3. Managing Members
4. Managing Orders
5. Communication
6. Tools
7. FAQ (Frequently Asked Questions)

General

The Control Panel has only three requirements:

1. Setup your members in the Control Panel and WinOrder
2. In WinOrder, clear your previous order, and download the price list.
3. Export the orders from the Control Panel, and import into WinOrder, before sending your order to TCW
4. That's it! Everything else is optional

The Control Panel is designed to help you easily manage your members web orders. To use it, follow these steps:

1. The coordinator sets up the member
2. The member logs in, and places an order
   • A confirmation email is sent to the member and to the coordinator
3. At anytime, the coordinator logs into the Control Panel and exports the orders
   • An email is sent to the members to let them know their orders have been processed.
4. The coordinator imports these orders into WinOrder

Using the Control Panel for the first time

• Setup your members on the web. See Managing Members.

• Add the member login from the web to the member setup in WinOrder.

  • You will give each of your members a login.

  • On the Members setup in WinOrder, there is a place to enter this login name.

• Inform your members that they can use the website.

  • Give each member the login name & password you setup.

  • Tell them to go to , click on TCW Members, click on WebOrder, and click on Member Login.

  • There is a link to help on the login page. Encourage them to read it the first time they use WebOrder.

• Before sending your order, login to the Control Panel and Create an Order File any orders your members have placed.

• Next, click on the Web button in WinOrder.

• Click Get Web Orders. This will download your members' orders.

• Click on View Web Orders. This will display the orders you downloaded. This will NOT import the orders yet.

• Click on Import Web Orders. This will import the orders into WinOrder.

  • If you have existing orders in WinOrder, Import Web Orders will add to the order, not replace it.

  • You may export, download, and import orders as many times as you want, although it may be easier to do this just once before sending your order.

Important information about WinOrder and WebOrder:

• By default WebOrder uses unit ordering, not case ordering. 

  • This can be changed in the Tools section of the Control Panel.

  • This setting should match the WinOrder setting 'I want to Order by the Case'

  • Do this ONLY when WebOrder has no orders (check 'Manage Orders')

  • In WinOrder, change this between order cycles. No orders should exist in WinOrder. You must also re-import the pricelist after changing this setting.

Managing Members

To set up members in the Control Panel:

1. Click on Manage Members
2. Click on Add Member
3. Enter a login for the member
   • This is be a unique name. If it has been used by someone else, including someone in another buying club, you will be prompted to choose another name
   • You will also need to enter this login name in WinOrder, under the member properties
4. Enter the member's email address
5. Select a password for the member
6. Enter the member's first name
7. Enter the member's state
8. All other fields are optional

To modify or delete members:

1. Click on Manage Members
2. Click on the member's login name that you wish to modify
3. Change any information you wish
4. If you made a mistake and want to erase your changes, click Reset
5. To Delete the member, simply click Delete Member
6. To Update the member information, click Update Member

Managing Orders

This section allows you to:

1. Create an order file
2. View all individual orders
3. Add, edit, modify, or delete a member's order

To Create an order file:

1. Click on Manage Orders
2. Click Create Order File for WinOrder
3. This shows you the combined group order
4. Click Create Order File
5. You can now import this file into WinOrder

To View All Individual Orders:

1. Click on Manage Orders
2. Click View All Individual Orders
3. This shows you each members orders

To add, edit, modify, or delete a member's order:

1. Click on Manage Orders
2. Click the Member's login name
3. To add or modify items, enter the item number and new quantity
4. To delete an item, enter the item number, and set the quantity to zero
5. To delete the order, set all quantities equal to zero

Communication

The communication section allows you to:

1. Create a club newsletter
2. Send an email to all your club members
3. Change the email that is sent out when you create the WinOrder export file

To create a club newsletter:

1. Click on Communication
2. Change the text in the Club Newsletter section
3. You can use HTML in this field
   • To Bold a line, precede it with a <B>, and follow it with a </B>
   • To Underline something, precede it with a <U>, and follow it with a </U>
   • To Italicize something, precede it with a <I>, and follow it with a </I>
   • For more html help, see http://www.htmlhelp.com
4. Click on Create Newsletter
5. Your newsletter will appear on the first page when the member logs in

To send an email to all your club members:

1. Click on Communication
2. Scroll down to the Club Email section
3. Enter a subject
4. Enter an email message to send
5. Click on Send Email

To change the email that is sent out when you Create the Order File for WinOrder

1. Click on Communication
2. Scroll down to the Export Confirmation section
3. Type in the subject and text of the email
4. If you do not wish to have this message send, uncheck the Enable box

Tools

The Tools section allows you to:

1. Change your Email address
2. Change your password
3. Set Order by Case
4. Download your WinOrder Order file (normally you will not need this)
5. Re-export a previous WinOrder Order file (normally you will not need this)

To change your Email address

1. Click on Tools
2. Enter your new Email address

To change your password

1. Click on Tools
2. Enter your new password

To set the Order by Case

1. Click on Tools
2. View the warning on changing this. You should only change this between order cycles.
3. Click on Case, or Each, then click Update
4. This requires WinOrder v4.04 or higher

To download your WinOrder Order file:

1. Normally you do this from WinOrder, but if you have problems, you can download it manually
2. Just click the Download link, and be sure to save the file as C:\WINORDER\CUST#.WOE
3. If the file displays in the browser, right-click the download link, and choose Save Target As
4. If the download link is not underlined, it means no WinOrder export file exists. Be sure to create the export file first, in the Manage Orders section

To re-export a previous WinOrder Order file:

1. If you need to download previous Order files, you will need to re-create them here. This would be useful if your computer went down, and you had to re-install WinOrder on a different computer.
2. Click on Re-create a WinOrder Order file, this shows all your previous Order Files
3. Click on the date/time you wish to export again
4. Import this file into WinOrder
5. If you need to re-create more than one file:
   • First create a file, then import that file into WinOrder
   • Then create the next file, and import it into WinOrder
   • Repeat until you have all the orders you want

FAQ

1. Q: The price shown is different than the price in the pricebook.
   A: The price may be a few cents off due to rounding. If there's a major difference, please check the pricelist month you are using, or contact Technical Support.
2. Q: I have a request.
   A: Please email CCPHelp, or fill out our feedback form.
3. Q: I clicked on a link and I was brought back to the login screen.
   A: Your session timed out. Close your browser, thenit again to the login page. The session times out after 120 minutes.
   A: You have cookies disabled in your web browser. Enable them.
4. Q: I want to use WebOrder.
   A: No problem, just create a login name for yourself in Manage Members. You can then browse and search for products, and create orders.
5. Q: How do I get back to the welcome screen.
   A: Click on the WebOrder Control Panel graphic in the upper right hand corner.