ingram micro website · email: [email protected] ingram micro website frequently...

Canada February 2020

Website: https://ca.ingrammicro.com/Site/home Phone: 1-800-616-4665 Email: [email protected]

Ingram Micro Website Frequently Asked Questions & Tutorials

Introduction Make the most of the Ingram Micro website. This document provides:

• Frequently Asked Questions • Website Tutorials

Also use the Ingram Micro How to Guide for a quick overview.

If you have feedback or questions about your online experience with Ingram Micro:

• please contact us at [email protected] • refer to Electronic Commerce Support (ECS)

https://ca.ingrammicro.com/Site/home

mailto:[email protected]

http://www.ingramcreativeservices.com/IngramMicroNew/wp-content/uploads/2019/04/477-how-to-guide.pdf

http://www.ingramcreativeservices.com/IngramMicroNew/wp-content/uploads/2019/04/477-how-to-guide.pdf



https://ca.ingrammicro.com/site/cms?page=Contact-Us


Ingram Micro Website FAQ & Tutorials Canada | 2

Contents Introduction .................................................................................................................... 1

Frequently Asked Questions ......................................................................................... 5Account Creation ............................................................................................................................................................... 5

• How do I become an Ingram Micro reseller? ................................................................................ 5• How can I find out who my account administrator is? .............................................................. 5

Administrator Privileges .................................................................................................................................................. 5

• Can administrators create users? ...................................................................................................... 5• Can administrators assign different privileges to users? .......................................................... 6

Browser Support ................................................................................................................................................................. 6

• Which web browsers does the Ingram Micro website support? ............................................ 6Login ....................................................................................................................................................................................... 6

• I am an existing Ingram Micro web user. How do I log in to the new website? .............. 6• Can I create new credentials if I share credentials? .................................................................... 6• I forgot my password. How can I log in? ........................................................................................ 6• I forgot the answer to my challenge question. How can I log in? ......................................... 7• Does the password require a minimum number of characters? ............................................ 7• I entered the necessary information. Why can’t I log in? ......................................................... 7

My Dashboard ..................................................................................................................................................................... 8

• How do I personalize my online experience with Ingram Micro? ......................................... 8Returns and RMA ............................................................................................................................................................... 8

• Can I return items via the website? .................................................................................................. 8Services .................................................................................................................................................................................. 9

• Where can I find information about lost shipments, returns, invoice discrepancies,and similar queries? ............................................................................................................................... 9

Shopping ............................................................................................................................................................................... 9

• How can I manage my current orders? ........................................................................................... 9• How do I order a product? .................................................................................................................. 9• Can I place an order on hold? ............................................................................................................ 9• Can I reorder a past order? ................................................................................................................ 10


• How do I cancel backordered products if I don’t want them anymore? .......................... 10

• What is the difference between a public, private, and shared cart? ................................... 10

• How many active carts can I have at any one time? ................................................................ 10

• Can I import items to my carts or quote from a spreadsheet? ............................................ 11

• How should I format the spreadsheet that is used to import items to my basket or quote? ...................................................................................................................... 11

Troubleshooting ............................................................................................................................................................... 11

• What should I do if I do not receive any email order confirmations? ............................... 11

• Why can’t I add products to a cart? ............................................................................................... 11

• Why can’t I see any product pricing? ............................................................................................. 12

• What if I try to import items to my cart or quote from a spreadsheet but the import is unsuccessful? ....................................................................................................... 12

Website Tutorials ......................................................................................................... 13

Search & Browse .............................................................................................................................................................. 13

• Browse products & vendors .............................................................................................................. 13

• Search products & save search ........................................................................................................ 14

• Narrow search results .......................................................................................................................... 15

• Mark and use Favourite Products.................................................................................................... 16

• Email or print product information ................................................................................................. 17

Cart & Checkout ............................................................................................................................................................... 19

• Go to cart or switch carts ................................................................................................................... 19

• Adjust cart settings ............................................................................................................................... 20

• View saved carts .................................................................................................................................... 21

• Create new cart ...................................................................................................................................... 22

• Use Quick Order Entry ......................................................................................................................... 24

• Check out with a cart ........................................................................................................................... 27

Orders .................................................................................................................................................................................. 31

• View orders .............................................................................................................................................. 31

• View & edit order details.................................................................................................................... 33

Invoices & Payments ...................................................................................................................................................... 35

• View & search invoices ....................................................................................................................... 35


• Manage payment types (add a credit card) ................................................................................ 36

• Use a Billtrust account to manage invoices ................................................................................. 37

Quotes .................................................................................................................................................................................. 39

• View and search quotes ...................................................................................................................... 39

• View quote details ................................................................................................................................ 41

• Download, email or print quote ....................................................................................................... 41

Partner Go — Cisco ......................................................................................................................................................... 43

Vendor Bids ........................................................................................................................................................................ 44

Returns Management ..................................................................................................................................................... 45

New Dashboard ................................................................................................................................................................ 47

My Account & Login ....................................................................................................................................................... 49

• Log In ......................................................................................................................................................... 49

• Use My Account ..................................................................................................................................... 50

My Profile ............................................................................................................................................................................ 54

• Go to My Profile ..................................................................................................................................... 54

• Set Account Administrator and ........................................................................................................ 55

• Set company information ................................................................................................................... 57

• Set My Profile address ......................................................................................................................... 57

• Manage payment types ...................................................................................................................... 57

• Set notification preferences .............................................................................................................. 57

• Set branding preferences ................................................................................................................... 58

• Set display preferences for Product Search ................................................................................. 60

User Administration ........................................................................................................................................................ 61

• Add a new user ...................................................................................................................................... 61

• Edit a user account ............................................................................................................................... 62

Services & Support .......................................................................................................................................................... 63


Frequently Asked Questions Learn about:

• Account Creation • Administrator Privileges • Browser Support • Login • My Dashboard

• Returns and RMA • Services • Shopping • Troubleshooting

Account Creation

• How do I become an Ingram Micro reseller?

IT resellers may apply for an account with Ingram Micro. Refer to:

• Become an Ingram Micro Reseller • Ingram Micro Reseller Account Application

Only IT resellers may apply for an Ingram Micro account. A reseller’s business must consist of reselling IT products to end users.

• How can I find out who my account administrator is?

Go to My Account > My Profile > Account Administrator or contact Ingram Micro Ingram Micro E-Commerce Customer Support at 1 (800) 616-4665 (Monday through Friday, 8 a.m. to 8 p.m. EST) for immediate assistance.

Also see Contact Us.

Administrator Privileges

• Can administrators create users?

You can create subordinate users if you are the account administrator. Account administrators can enable or disable users, retrieve or reset user IDs and passwords, and set other user privileges. Refer to User Administration.

Contents

Contents > Frequently Asked Questions


https://ca.ingrammicro.com/site/cms?page=Become-a-Reseller

https://ca.ingrammicro.com/site/cms?page=Become-a-New-Reseller-Instructions



• Can administrators assign different privileges to users?

Yes. To adjust privileges:

1. Go to My Account > User Administration and choose an existing user. 2. Adjust that user’s privileges by enabling or disabling options with the

checkboxes. Save the changes.

Browser Support

• Which web browsers does the Ingram Micro website support?

Ingram Micro supports the current version and the immediate previous version of these browsers:

• Chrome • Firefox • Internet Explorer • Safari

Login

• I am an existing Ingram Micro web user. How do I log in to the new website?

Log in to the new Ingram Micro website with your existing username and password.

Ingram Micro requests that you accept the new site’s terms and conditions, and may ask you to verify if you are the sole person using the login credentials.

You may then personalize the login information by entering your first name, last name, and email address.

• Can I create new credentials if I share credentials?

If you share credentials, Ingram Micro will ask each user to establish a unique username, password, first name, last name, and email address.

• I forgot my password. How can I log in?

If you forget your password, follow this process to receive a temporary password:

1. Go to the Ingram Micro Login page and click Forgot Password.




2. Enter your username and email address, then click Continue. A new dialog appears with Please check your inbox.

3. Retrieve the temporary password from the email notice. Enter it into this dialog. Click Continue.

4. Create a new password. Follow the required parameters as provided on the dialog.

5. Click Save to deploy the new password. 6. Log in with your new credentials.

If you have any questions, please contact your company’s Account Administrator or Ingram Micro E-Commerce Customer Support at 1 (800) 616-4665 (Monday through Friday, 8 a.m. to 8 p.m. EST). Also refer to Contact Us.

• I forgot the answer to my challenge question. How can I log in?

You should contact your company’s account administrator to retrieve your login information. If you are the administrator, contact Ingram Micro.

• Does the password require a minimum number of characters?

Make sure your new password follows these criteria:

• Must have at least 6 characters • Must include at least 3 of the following 4 items:

o Number 0-9 o Lowercase character (a through z) o Uppercase character (A through Z) o Non-alphabetic character (for example: !, $, #, %)

• Cannot be a password used previously, or match any part of your username

• I entered the necessary information. Why can’t I log in?

Difficulty with login may happen for any of these reasons:

• Your account might not have been approved yet by your account administrator.

• You may have entered an incorrect combination of username and password. • Too many incorrect login attempts or expired credentials may result in your

account being locked for at least 20 minutes.



Contact your company’s Account Administrator or contact Ingram Micro E-Commerce Customer Support at 1 (800) 616-4665 (Monday through Friday, 8 a.m. to 8 p.m. EST) for more information.

Also refer to Contact Us.

My Dashboard

• How do I personalize my online experience with Ingram Micro?

The dashboard is always visible, and gives you easy access to your carts, orders, and other information. Customize or update your information at any time.

1. After logging in, click My Account > My Profile. 2. Choose the options you would like to display and edit.

For more information, refer to: o Dashboard_Overview o My Account & Login o My Profile

Returns and RMA For the most complete information about returns, refer to these resources:

• Returns Management home page • Returns and Claims FAQ • Services & Support > Returns Management

• Can I return items via the website?

Yes. To learn about Ingram Micro return policies:

1. Go to the Services & Support section. You also can go to My Account > Returns Management and fill out a Return Authorization form and submit it online.

2. You must have your invoice number, line item number, SKU or VPN number, serial number, and in some cases, your vendor RMA number.

3. You also must provide a reason for returning the product. 4. Then, create a reference number to keep track of your return.




https://ca.ingrammicro.com/Site/Returns


https://ca.ingrammicro.com/site/cms?page=Services-And-Support/Returns-Management


Services

• Where can I find information about lost shipments, returns, invoice discrepancies, and similar queries?

Go to Services & Support > Customer Service for more information or contact Ingram Micro for immediate assistance. Also refer to Contact Us.

Shopping

• How can I manage my current orders?

You can access your orders directly from your dashboard.

1. Go to the Orders page. You have 2 options: Click Orders.

Click (My Account) > Order List. 2. On the Orders page, search or browse for the order to place on hold. 3. On the Order Details page, review information specific to each order.

Refer to Orders for additional how-to information.

• How do I order a product?

Once you have a registered account with Ingram Micro, search and browse products and vendors to view complete information. From Product Details, add items to your cart by entering a quantity and clicking Add.

Refer to Search & Browse and Orders for more information.

• Can I place an order on hold?

Yes. To place an order on hold:

1. Click Place Order on Hold on the Checkout page. On-hold orders will be displayed with an On Hold status in the order summary page. You will be informed of the date when the hold will expire.

2. You must submit, modify, or cancel the order before that date or it will be automatically voided.





• Can I reorder a past order?

Yes. To submit a past order as a new order:

1. Go to the Orders page. You have 2 options: o Click Orders. o Click (My Account) > Order List.

2. Display the Order Details page for the order to create into a new order. 3. Click Add Contents for Re-order button on the Order Details page. 4. From the drop-down menu, select an existing basket or create a new one.

• How do I cancel backordered products if I don’t want them anymore?

To cancel a backordered product:

1. Go to the Orders page. You have 2 options: o Click Orders. o Click (My Account) > Order List.

2. Show the Order Details page for the order that contains the backordered product.

3. Request a backorder cancellation by clicking the Cancel link on that page. 4. You also can contact Ingram Micro for assistance.

• What is the difference between a public, private, and shared cart?

Learn and use each type of cart correctly, so that the experience for all users is efficient:

• Public Carts: Others in your company can view and duplicate public carts. The public carts you created are visible in My Carts while public carts you did not create are visible only in Company Carts.

• Private Carts: These are only visible and accessible to the user who created them.

• Shared Carts: These are only visible in Company Carts. You and other approved users can edit and delete from Shared Carts.

• How many active carts can I have at any one time?

You can have up to 100 active carts at any given time.


• Can I import items to my carts or quote from a spreadsheet?

Yes, you can import up to 100 items from an Excel or CSV spreadsheet:

1. Go to the Cart Details or Quote Details page. 2. Click Import from Spreadsheet. 3. Click Browse and select the spreadsheet, then click Import.

Both Ingram and non-Ingram items can be imported to a quote, but only Ingram items can be imported to a basket.

Also refer to Use Quick Order Entry.

• How should I format the spreadsheet that is used to import items to my basket or quote?

To prepare a spreadsheet for upload to the Ingram Micro basket or quote:

1. Click Download a Template on the Cart Details or Quote Details page to view how the spreadsheet should be formatted. o Column 1 should contain SKU numbers. o Column 2 should contain part numbers. o Column 3 should contain quantity numbers. o Row 1 is taken as header information

2. For quotes, non-Ingram items should also contain an item description and unit price.

Also refer to Use Quick Order Entry.

Troubleshooting

• What should I do if I do not receive any email order confirmations? • You can configure email notifications in My Account > My Profile >

Notification Preferences. • You must enter the email address and select the type of notification to receive.

• Why can’t I add products to a cart? • First, make sure you are logged in. If you are not logged in, you cannot add

any items to a cart.



• If you are logged in, one of the following reasons may prevent you from adding products:

• You may not have the privilege of adding items to a basket. Ask your company’s account administrator to assign that privilege to you.

• You are trying to add the item to a public cart. • Refer to the question, What is the difference between a public, private, and

shared cart? in the Shopping section of this document. • You may not have proper certification to purchase the product you are trying

to add.

• Why can’t I see any product pricing? 1. First, make sure that you are logged in. If you aren’t logged in, you might

only see retail pricing or no pricing of any kind. 2. Once you log in, the pricing you are approved to see should appear.

• What if I try to import items to my cart or quote from a spreadsheet but the import is unsuccessful?

An error message will show and cite the reason(s) the import failed.

• The import will fail if the spreadsheet is in the wrong file type, is larger than 2 MB, or contains more than 100 line items.

• Invalid entries, invalid quantities, unavailable SKU/VPNs, and disallowed items will also prevent the spreadsheet from importing successfully.

• If one or more VPNs matched multiple products, you will be prompted to select a SKU number for each multiple-match entry.

Once you have corrected all errors, resubmit the entire spreadsheet.


Website Tutorials Activity:

Learn about:

• Search & Browse • Cart & Checkout • Orders • Invoices & Payments • Quotes • Partner Go — Cisco • Vendor Bids • Returns Management

Account & Support:

Learn about:

• New Dashboard • My Account & Login • My Profile • User Administration • Services & Support

Search & Browse Ingram Micro continues to innovate with search and browse. Learn how to:

• Browse products & vendors • Search products & save search • Narrow search results • Mark & use Favourite Products • Email or print product information

• Browse products & vendors

The Ingram Micro website provides an easy way to browse the product catalog and drill down to products and vendors of interest.

Steps:

1. Click Products in the menu, then category, sub-category, and vendor choices.

Use the down or up arrow (if displayed) to scroll through menu levels.

Click Vendors if you already know the specific vendor, and click a vendor to show results.

This example illustrates browsing with Products > Computer Systems > Portable Computers > Vendors:

Contents > Website Tutorials

Contents > Website Tutorials > Search & Browse


Drill down into Products

2. Adjust the display of search results with the Items per Page field.

• Search products & save search

Searching for products is a fast and efficient way to find information.

Steps:

1. Search with one or more keywords, VPN, IM SKU or UPC price code in the Search field. Click Go. o Results appear by order of relevance. o Results include product price and availability. o You have several options to sort and filter results.

2. Adjust the display of search results with the Items per Page field. 3. If you do this product search often, save your results:

Click Save Search at the top right of the search results page. Name your search and click Save.

4. To view all saved searches, click (My Account) > Saved Searches.



My Account > Saved Searches

• Narrow search results

Use any of these methods to narrow search results:

• Single selection: Click a search parameter to instantly update the results. • Multiple selection: Click one or more search parameters then click Go to

refine the results. • Drop-down menu: Click anywhere on the menu to expand it and select an

option.

Sample of Product Categories



• Mark and use Favourite Products

The Ingram Micro website lets you mark products of interest as favourites. It is not necessary to add them to a cart or quote when you mark them as favourites.

• Add any product to favourites as you browse. • Email or print product information quickly for any favourite products. • View favourite products at any time.

Steps:

When you view any product in browse or search, the top right of the product information page contains these options:

• ADD TO FAVOURITES • EMAIL • PRINT

Options when viewing Product Details

1. Click the option you wish to use and follow instructions as prompted.

2. To view favourite products that you have marked, click (My Account) > Favourite Products.

My Account > Favourite Products



3. On the Favourite Products page, obtain product details for any product, select and compare products, or add products to the cart.

Favourite Products Page

• Email or print product information

Steps:

When you view any product in browse or search, the top right of the product information page contains these options:

• ADD TO FAVOURITES • EMAIL • PRINT

Options when viewing Product Details

1. Click EMAIL to send this product information to one or more recipients. In the Email Product Details page, enter one or more email addresses, the email subject, select the option to copy yourself if you wish, and click SEND EMAIL.



Email Product Stories

2. Click PRINT to send product details to a printer. In the Print Product Details page, select your options from the printer settings and click PRINT.

PRINT PRODUCT DETAILS Page


Cart & Checkout Learn how to:

• Go to cart or switch carts • Adjust cart settings • View saved carts • Create new cart • Use Quick Order Entry • Check out with a cart

• Go to cart or switch carts

When you are logged in, the dashboard provides quick navigation to any cart.

Steps:

1. Click (Cart) to display the active cart.

Dashboard > Cart

2. Choose the next task.

Task Options on Cart Page

SWITCH CART: Open a slide-out menu to choose a different cart or create a new cart.

CART SETTINGS: Adjust the settings of the current cart. See Adjust cart settings.

QUICK ORDER ENTRY: Add items to the current cart. See Use Quick Order Entry.


Contents > Website Tutorials > Cart &


• Adjust cart settings

From the dashboard, you can: • view the active cart • switch to another cart • edit cart settings

Steps:

1. Click (Cart) to go to the active cart.

Note: Click SWITCH CART to set up a different cart.

2. Click Cart Settings and provide information.

Cart > Cart Settings

Cart Settings include:

Cart Name: Select a unique name. Duplicate names are not allowed. Cart Note: Use notes for your reference. Please do not use this field to

send messages to Ingram Micro. Security Level: Choose how to share the cart.

• Private: You are the only person who can see or use this cart. • Shared: Other people in your company will be able to view, edit and

delete items from this cart but cannot change or delete the cart.

Contents > Website Tutorials > Cart & Checkout


Ship from: Select Default Warehouse and Ingram Micro will ship your order from your default warehouse or the best warehouse available. If you select Let me choose, you set the warehouse during checkout.

Pricing: Select the pricing applicable to this cart from drop-down menu options.

DELETE CART: This action cannot be undone. Shared carts may be in use by others. Your action will delete the cart for everyone.

3. Click Save to keep new settings.

• View saved carts

From the dashboard, you can quickly view and manage saved carts.

Steps:

1. Click (My Account) > Saved Carts.

My Account > Saved Carts

2. On the Saved Carts page, click MY CARTS to view private carts. Click COMPANY CARTS to view shared carts.



My Account > Saved Carts Page

The Saved Carts page includes these features:

o Sorting: Sort carts by any column. o MY CARTS: This tab shows all the carts you have created. Any cart you

share with others is also visible in the Company Carts tab, but other users cannot delete them.

o COMPANY CARTS: This tab shows any carts that have been created by others and shared.

o Create New Cart: You can create a new cart from this page. Refer to Create new cart.

o (Delete Cart): You can delete any cart from this page if you have rights.

• Create new cart

Begin a new cart from the dashboard at any time.

Steps:

1. Click (My Account) > Create New Cart.



My Account > Create New Cart

2. On the Create New Cart page, provide the required and optional settings. Click Save.

Create New Cart


The Create New Cart page includes these features:

o Cart Name: Select a unique name. Duplicate names are not allowed. o Cart Note: Use notes for reference, such as the customer purchase order

number. Please do not use this field to send messages to Ingram Micro.

o Security Level: Choose how to share the cart. o Private: You are the only person who can see or use this cart. o Shared: Other people in your company will be able to view, edit and delete

items from this cart but cannot change or delete the cart. Be careful when editing or deleting a shared cart. Please coordinate with others in your company.

3. Add items to the cart. Refer to Use Quick Order Entry and Search & Browse Products.

• Use Quick Order Entry

Use Quick Order Entry to add products to your order by SKU or VPN.

You can also upload products to this order with a spreadsheet.

Steps:

1. Go to Quick Order Entry. You have 2 options:

o Click (My Account) > Quick Order Entry.

My Account > Quick Order Entry



Click (Cart) > Quick Order Entry.

Dashboard > Cart

Cart > QUICK ORDER ENTRY

2. On the Quick Order Entry page, use the Quick Entry tab to add products by SKU or VPN. Include quantity.

Use Add new row for more line items. Click ADD TO CART when you finish adding products on this page.

Quick Entry Page


3. On the Quick Order Entry page, use Upload Spreadsheet to add products from a file.

Quick Order Entry > Upload Spreadsheet Page

Complete the Upload Instructions on this page. Use Download Template for a startup spreadsheet. When you are ready to upload:

• Click CHOOSE FILE and browse to the local file. • Click UPLOAD. These products are added to the active cart.


• Check out with a cart

Complete checkout in the active cart to submit a new order.

Steps:

1. Click (Cart) to go to the active cart.

Note: You can click SWITCH CART to check out with a different cart.

2. Click CHECKOUT. The Checkout page presents order details and multiple editing options.

Checkout Page

3. Set shipping information. Click Change to edit.

o The Shipping Address Book panel provides available shipping information.



Shipping Address Book > YOUR ADDRESSES

o Shipping Address Book has these features:

ADDRESS BOOK: Show all shipping addresses in the address book. Add a new address if required.

YOUR ADDRESSES: Choose the address for this order. FAVORITES: Display any favorite addresses and select one as the

shipping address, if applicable. SEARCH ALL FIELDS: Locate an address with a postal code, street name

or other search string. 4. Set the billing information.

Select the billing address or click Change to edit.

The Billing Address Book provides available billing information.

Billing Address Book


5. Provide or confirm the payment type.

Billing Section on Checkout Page

Change: Click this option to select a different credit card.

Select a Different Payment Type

Enter Credit Card on Checkout page: If you add a new credit card, provide information as prompted.

Provide New Credit Card Information


6. Set Other Options for this order.

Other Options

o Make sure Email Notification contains one or more valid email contacts. o Verify all contact information is accurate. o Add Cart Notes as helpful to you for tracking or processing the order.

Please do not include messages to Ingram Micro in this field.

7. Set Summary purchase order information.

Summary

o PO Number: Enter the reseller purchase order number. The PO number (or reference number) allows you to track this order. It will be printed on the order documents.

o End Customer PO Number: Allows your customers to identify the order. It will be printed on the shipping documents.

8. Click Place Order.

The new order is now viewable on the Orders page.

For more information, refer to the Orders section.


Orders Learn how to:

• View orders • View & edit order details

• View orders

Use the dashboard to view and manage orders.

Steps:

1. Go to the Orders page. You have 2 options: Click Orders.

Orders in Dashboard

Click (My Account) > Order List.

My Account > Order List


Contents > Website Tutorials > Orders


2. On the Orders page, you have several options to search and sort:

Orders Page and Columns

Search for orders. Select a search type from the drop-down menu then provide the search string. Click Search.

Search Categories on Orders Page

Sort orders by any column.


• View & edit order details

Steps:

To view and edit order details:

1. Go to the Orders page. See View orders. 2. Click any order on the Orders List page to show Order Details.

Order Details> Order Overview

o ORDER OVERVIEW: Lists each line item in the order with available product information.

o SERIAL NUMBERS: Contains the SKU, VPN and serial numbers for each line item in the order, as available.

SERIAL NUMBERS are available for many products

o TRACKING NUMBERS: Provides available shipping information by tracking number, when this is available.

Contents > Website Tutorials > Orders


TRACKING NUMBERS may be available for shipped orders

o ADD CONTENTS TO CART: Use this feature to copy all items in this order into the active cart. This is a convenient way to manage carts and orders if you often order the same products.

ADD CONTENTS TO CART Button

o SUBMIT RETURNS OR CLAIMS: Use this feature (when available) to navigate to the Returns Management page. Refer to Returns and RMA.

o NOTIFICATIONS: You can set up or adjust notifications for any order:

Click NOTIFICATION from the Order Details page. On the Order Notifications page, edit information and click SAVE.

My Account > Order List > Order Details > Order Notifications Page


Invoices & Payments Learn how to:

• View & search invoices • Manage payment types (add a credit card) • Use a Billtrust account to manage and pay invoices

• View & search invoices

Use the dashboard to go to the Invoice List.

Steps:

1. Click (My Account) > Invoice List.

My Account > Invoice List

2. Search by Reseller P.O.# or other supported parameters: o Invoice date o Due date o Paid status o Overdue status o Current


Contents > Website Tutorials > Invoices & Payments


Invoice List Page

o Sorting: Sort invoices by any column. o DOWNLOAD: Use this option to obtain a CSV spreadsheet file of invoices.

• Manage payment types (add a credit card)

You can set up or review payment types or add a credit card to your account at any time.

Steps:

1. Go to Manage payment types. You have 2 options:

o Click (My Account) > My Profile > Management Payment Types.

My Account > My Profile > Manage Payment Types

o From your active cart, click CHECKOUT > Show other payment options > Manage Payment Types.

2. In the MANAGE PAYMENT TYPES page, provide all required information and click Add Credit Card.

Provide information on the ADD CREDIT CARD page.



ADD CREDIT CARD Page

Credit Card Friendly Name: Use this field to label the card in a convenient way.

Add Card: Click this command once you have entered all required information.

Credit Card Friendly Name: Use this field to label the card in a convenient way.

• Use a Billtrust account to manage invoices

Billtrust provides a convenient way to manage and pay invoices. Set up and use Billtrust at any time from the dashboard. You can also download invoices into your accounting software.

Steps:

1. Click (My Account) > Billtrust.



My Account > Billtrust

Choose your next task from the Billtrust home page.

Billtrust Home Page

2. Click Sign Up Now to create an account with Invoice Gateway. Provide the information as prompted.

3. Click Sign In to access all Invoice Gateway features.


Quotes Learn how to:

• View and search quotes • View quote details • Download, email or print quotes

• View and search quotes

Use the dashboard to go to the Quotes page.

Steps:

1. Click (My Account) > Quotes.

My Account > Quotes

2. Search, filter and sort quotes. The Quotes page provides flexible ways to find and organize quotes:

My Account > Quotes


Contents > Website Tutorials >


o Search type: You can search quotes by Quote ID or by End User Name.

Set Search Type for Quotes

o Quote ID: Type the unique quote ID or portion and click SEARCH. o End User Name: Type the user name or a portion and click SEARCH. o SEARCH: Click this button after you provide a search string. o Date range: You can locate quotes using a date range.

Set Timeframe for Quotes Search

o Status: You can locate quotes by status.

Set Status for Quotes Search


• View quote details

Access quotes and quote information from the dashboard.

Steps:

1. Click (My Account) > Quotes. 2. From the Quotes page, click the Quote ID to display details.

Quote Details can include:

o Quote status

o Quote and DART information, as available:

Quote ID Quote name Creation date Expiration date Extended reseller price Currency Reseller information Additional comments, products included in the quote, pricing and

ordering information, and leasing information

• Download, email or print quote

You can download, email or print a quote from the Quote Details page.

Steps:

1. Click (My Account) > Quotes. 2. From the Quotes page, click the Quote ID to display details. 3. From the Quote Details page, click DOWNLOAD, EMAIL or PRINT at the

top left.

Options for Processing Quote Details

o DOWNLOAD: Shows the Download Quote Details page to set file type and obtain the quote as a file.

Contents > Website Tutorials > Quotes

Contents > Website Tutorials > Quotes


Download Quote Details Page

o EMAIL: Shows the Email Quote page. Choose the file type and click Send to email this quote to the email contact shown.

Quotes > Quote Details > Email Quote Option

o PRINT: Provides a print preview of the quote and lets you set printer parameters. Click Print once you have set chosen all settings.

Quote > Quote Details > Print Quote


Partner Go — Cisco The dashboard provides quick access to the Partner Go portal for Cisco.

Steps:

1. Click Partner Go and browse to any of the resources.

Partner Go Navigation

o Dashboard: Consolidates your latest Cisco Orders, Estimates, Quotes and DARTs (Distribution Authorization IDs) in one scrollable location. You can expand any of the other categories from this page.

o Orders: Provides a searchable and sortable list of all Cisco orders for your account.

o Estimates: Provides a tool for loading Cisco Commerce Website (CCW) estimates. You can synchronize CCW estimates with your Ingram Micro account.

o Quotes: Provides a complete, searchable and sortable list of all Cisco quotes for your Ingram Micro account.

o DARTs: Provides a complete searchable list of all Distribution Authorization IDs (DARTs) for your Ingram Micro.

o Partner Resources: Describes Order Status, Quoting and Cisco Direct Ship Ordering.

For additional information about Partner Go, refer to:

Quick Start FAQ Video-Nav Video-Quotes Video-Order


https://ca.ingrammicro.com/media/Documents/customer_service/Partner-Go_User-Guide_R4.pdf

https://ca.ingrammicro.com/media/Documents/customer_service/Partner-Go_FAQ_R4-1.pdf

https://players.brightcove.net/4289043307001/4ktJXqN9l_default/index.html?videoId=5969464017001

https://players.brightcove.net/4289043307001/default_default/index.html?videoId=5974905116001

https://bcove.video/2HyBzZt


Vendor Bids The dashboard provides quick access to the vendor bids for your account.

Steps:

To view vendor bids:

1. Click (My Account) > Vendor Bids.

My Account > Vendor Bids

2. On the Vendor Bids page, locate bids with search fields.

Vendor Bids Page



You may search by:

o Bid Number: This drop-down filter displays a list of all bids in your account. Select a bid to display bid details.

o End Customer: This drop-down filter displays all customers associated with your account. When you select a customer, the bids shown in the Bid Number menu are limited to bids only for that customer.

o Vendor: This drop-down filter allows you to choose a specific vendor. When you select a vendor from this menu, the bids shown in Bid Number menu are limited only to that vendor.

o Clear Filters: Use this command to clear all filters and begin a new search.

Returns Management The dashboard makes it easy to submit and track a return or claim.

Steps:

1. Click (My Account) > Returns Management.

My Account > Returns Management

2. Select your next step for a return or claim.



Returns Management Page

Browse to your next task:

Start a new return Start a new claim Search for existing return or claim

Also refer to the RMA Frequently Asked Questions.

https://ca.ingrammicro.com/Site/Returns/StartReturn

https://ca.ingrammicro.com/Site/Returns/Claims

https://ca.ingrammicro.com/Site/Returns/ReturnClaims



New Dashboard The new website dashboard optimizes your experience with an easy layout.

Ingram Micro Dashboard Overview

The dashboard has these features:

Icon or Object Label Description

Shop Takes you to the Ingram Micro home page from anywhere on the website

Cloud Takes you to Ingram Micro Cloud (separate website), with products and solutions for the cloud marketplace

Commerce & Lifestyle

Takes you to Ingram Micro Commerce & Lifecycle Services (separate website)—forward and reverse logistics, asset disposition and resources for many industries

Region Click to view a global menu of all Ingram Micro websites and languages

Language Select your language of choice for the current website (options vary by country)

Search field

Enter a keyword, vendor part number (VPN) or IM SKU number to search the Ingram Micro website


https://www.ingrammicrocloud.com/ca/en/

https://www.ingrammicroservices.com/

https://www.ingrammicroservices.com/


Icon or Object Label Description

Products Browse products by category and sub-category

Vendors Browse vendors for the Ingram Micro product catalog

Services Go to the latest Ingram Micro Services and Support home page, to include:

• Financial Services • Marketing • Customer Service

Partner Go Go to the Partner Go — Cisco home page

Orders Go to the Orders List home page for your account

My Account

Go to any of the resources available for your Ingram Micro account

My Account Menu

Cart Go to the active cart, switch carts, configure cart settings, add items to the active cart, and more


My Account & Login Become an Ingram Micro reseller to create an account. Refer to these resources:

• Become an Ingram Micro Reseller • Ingram Micro Reseller Account Application

Use (My Account) to personalize your experience and make daily activities more efficient. Learn how to:

• Log In • Use My Account

• Log In

Log in to the website to access My Account.

Steps:

1. If you had an account with the legacy website, use legacy credentials to log in to the redesigned Ingram Micro website. If this is a new account, use your new credentials to log in. o Ingram Micro prompts you to accept the new website terms and

conditions. o The new website may ask if you are the sole person using the login

credentials.

2. Create new credentials as prompted. If you shared credentials with one or more other users on the legacy website, Ingram Micro requests that you update each user to a unique username and password. Provide your own first name, last name and email address as a part of this step.

3. Log in with the updated username and password. After login, your account dashboard is available in the menu.

My Account in Dashboard

4. Click My Account to display helpful tools and resources available to you.


Contents > Website Tutorials > My Account & Login

https://ca.ingrammicro.com/site/cms?page=Become-a-Reseller

https://ca.ingrammicro.com/site/cms?page=Become-a-New-Reseller-Instructions


• Use My Account

Steps:

To access and use your account:

1. Log in to the Ingram Micro website. 2. Click (My Account) to display the menu.

Dashboard > My Account Menu

The My Account menu provides complete account information and supports multiple tasks.

Selection Description

My Profile Sets up and manages extensive account information, including:

• Account administrator information • Company information • Payment types • Notifications • Branding and information display

Refer to My Profile for additional information.

Contents > Website Tutorials > My Account & Login



Company Profile

Sets up important company, legal, and contact information.

Refer to Set company information for additional information.

Saved Searches

Contains searches you saved from previous search activity.

My Account > Saved Searches Page

Refer to Save search for more information.

Favourite Products

Shows products that you frequently view or purchase.

Refer to Search & Browse Products & Vendors for more information.

Create New Cart

Shows the Create New Cart pane.

Refer to Create new cart for more information.

Saved Carts Shows carts that you have configured and saved. You can check out with one or more carts.

Refer to Cart & Checkout for more information.

Invoice List Shows invoices and status for your account.

Refer to Invoices & Payments for more information.



Billtrust Sets up and provides access to your online billing account with Ingram Micro. You can review invoices and payments or download accounting software.

Refer to Use a Billtrust account to manage and pay invoices for more information.

My Account > Online Billing Page

Order List Shows any order you have placed with Ingram Micro.

Refer to Orders for more information.

Quotes Shows all quotes you have received from Ingram Micro.

Refer to Quotes for more information.

Returns Management

Starts a new return, starts a new claim, or lets you search for an existing return or claim.

My Account > Returns Management Page



Vendor Bids Shows and processes vendor bids.

My Account > Vendor Bids Page

Refer to Vendor Bids for more information.

Quick Order Entry

Creates a new order quickly according to SKU or VPN, or lets you add products to your cart by using a spreadsheet.

Quick Order Entry: Quick Entry and Upload Spreadsheet Pages

Refer to Use Quick Order Entry for more information.

User Administration

Shows, adds and manages users in your Ingram Micro account.

Refer to User Administration for more information.


My Profile My Profile helps optimize your experience with the Ingram Micro website. Learn how to:

• Go to My Profile • Set Account Administrator information • Set company information • Set My Profile address • Manage payment types • Set notification preferences • Set branding preferences • Set display preferences

• Go to My Profile

Steps:

1. Log in to your Ingram Micro account to access My Profile.

2. Click (My Account) > My Profile from the dashboard.

My Account > My Profile Navigation


Contents > Website Tutorials > My Profile


The My Profile menu contains a variety of options and settings:

My Account > My Profile Menu

3. Click the item to display and edit. Refer to additional tasks in this article for your next step: Set Account Administrator information Set company information Set My Profile address Manage payment types Set notification preferences Set branding preferences Set display preferences for Product Search

• Set Account Administrator and

If you are the administrator for your company’s Ingram Micro account, you can enter or edit administrator account settings.

Steps:

1. Click (My Account) > My Profile > Account Administrator from the dashboard.



Browse to My Account > My Profile > Account Administrator

Name & Phone Number

For name and phone number, contact Ingram Micro to change these settings:

My Account > My Profile > Account Administrator

In addition, Ingram Micro encourages you to create accounts for all individuals accessing this website.

To create or edit additional user accounts for the Ingram Micro website, refer to My Account > User Administration.


Password

To reset the password for your account at any time:

1. Enter the current password. 2. Enter and confirm the new password to comply with required parameters. 3. Click Save.

• Set company information

The Company Information page lists the legal information and main office contact information for this Ingram Micro account. To change or add any information that is not editable on this page, please contact Ingram Micro.

• Set My Profile address

The My Profile Address page lists the billing address and primary shipping address for this Ingram Micro account:

• Billing Address: This is the address where you want your invoices sent. • Shipping Address: This is the address where you want your purchases

delivered.

To change or add any account information that is not editable on this page, please contact Ingram Micro. Note that when you check out with any cart and submit an order with Ingram Micro, you can add or edit the billing or shipping address for that order. Refer to Check out with a cart.

• Manage payment types

You can review and add payment information for your account at any time. For additional information, refer to Manage payment types (add a credit card).

• Set notification preferences

You can subscribe to or unsubscribe from notifications at any time.

• Use Order Notifications from the Order Details page. Refer to View & edit order details.

• Use automatic notifications from My Profile to track important business information, such as:

o Basic account notifications o Order and backorder confirmations






o Shipment notifications o Drop ship order notices o Notice of quotes with upcoming expiration

Steps:

1. Click (My Account) > My Profile > Notification Preferences.

My Account > My Profile > Notifications Preferences

2. Select the method and timing of your notifications. 3. Unsubscribe from notifications using this page. 4. Make sure your email address is correct and click Save.

• Set branding preferences

Use branding preferences with these activities:

• Creating and sending quotes • Creating and sharing product sheets • Sending end user email notifications and other notifications

Branding preferences are default values that apply to all users in your company.

In addition to setting default branding preferences, you can customize branding preferences for individual quotes and product sheets.



Steps:

1. Click (My Account) > My Profile > Branding Preferences. The Branding Preferences page shows current settings and explains how to configure or edit your preferences.

My Account > My Profile > Branding Preferences

2. On the Branding Preferences page, edit or add default branding settings for any category: o Company Name or Tagline o Quote Header Personalization—Default Header Message o Quote Footer Personalization—Default Footer Message o Legal Information

3. Click Save to retain and use these changes.


• Set display preferences for Product Search

Display preferences control the appearance for some components of the Product Search page. You can include or exclude part numbers, prices, taxes, availability, and set the default view for the Product Search page.

Steps:

1. Click (My Account) > My Profile > Display Preferences. 2. On the Display Preferences page, choose settings for:

Product Part Numbers Product Prices Product Availability Search Screen Default View

My Account > My Profile > Display Preferences

3. Click Apply to save these changes.



User Administration Learn how to:

• Add a new user • Edit a user account

• Add a new user Steps:

1. Go to (My Account) > User Administration > ADD NEW USER. 2. In the Add New User screen:

o Provide User Information.

My Account > User Administration > Add New User > User Information

o Provide Permission settings.

My Account > User Administration > Add New User > Permission


Contents > Website Tutorials > User Administration


User Permission settings include:

o Quick Selection: Select one of these options to auto-populate all other settings on this page for this user:

o Basics: These settings include favourite products, shopping, saved searches, and carts.

o Support: This setting enables features such as view order status, view invoices and create returns.

o Purchasing: This setting includes all basic user functions, and adds ability to place orders and view order status.

o All: This setting enables all activities for the new user. o Reset: Use this setting to clear fields for the user you are creating and to

start again with basic privileges. o Basic Privileges: These privileges include favourite products, shopping,

saved searches, and carts. o Shopping: The user can view product prices, inventory, create carts and

quotes. o Ordering: These privileges include cart checkout and order creation, ability

to view order status, backorder reports, and additional order-related privileges.

o Account Statements: The user can view invoices, invoice reporting tools, and financial information.

o Vendor Bid: The user can search and view vendor bids, end user details, bid pricing and stocking information.

o Returns: The user can create requests for returns.

• Edit a user account Steps:

1. Go to (My Account) > User Administration.

The User Administration page shows users that you have permission to view, edit, lock, or delete.

Refer to Add a new user for information about user settings.

2. Click Reset Password to create a new password for this user. The user receives email notification with a temporary password.

3. Click UPDATE to save changes in user settings.

Contents > Website Tutorials > User Administration


Services & Support The new Services and Support page contains multiple resources:

• Policies and Procedures • Returns Management • Financial Services • Solution Design & Services • Marketing

In the dashboard, click Services:

Click Services in the Dashboard


https://ca.ingrammicro.com/site/cms?page=Services-And-Support