Shortcut & Login

• Select Presenter shortcut from Desktop:

• If you do not have the Presenter Icon, use the following link to access Presenter:
  • http://rcutransform:24500/Presenter/TransformContentCenter/
  • Then create a desktop shortcut

• Under User type, select Windows

• Username will be in the following format:
  • CAROLINA\cgoforth (CAROLINA\windows username)
  • Password is your network password used to login to the computer

 

Initial Setup

• When logging in for the first time, you will see a welcome message

• Click to collapse the welcome message
• Click next to Inbox

• Click next to CustomerService to view orders

• This setup will be saved for future logins

Order Entry Process using Presenter

• Under Inbox, you will see two columns labeled Available documents and Owned documents
  • Available documents – Documents in queue that need to be processed into JDE
  • Owned documents – Documents (orders) that you are responsible for keying

• Types of documents:
  • OE – Order Entry
  • LC – Living Card
  • Rush – Orders that need to be expedited(deliver within 2 weeks)
  • Dated – A date is provided on the order, greater than 2 weeks out
  • OL – Orders over $1,000
  • Hold – Waiting to be deleted
  • SpecCards – Special Living Cards
  • STC – Science, Technology, Curriculum orders
  • EM - email orders (usually from quotations)

• Click on the document under Customer Service to view / take ownership of it
• You can also click on the arrow next to the document

• The document will open in a new tab

• To view multiple pages, you can click on the at the top of the document

• Click to zoom in and out of a document

• After completing and submitting the order in JDE, enter the following information in Presenter:
  • Order Number
  • Order Type (MUST BE IN ALL CAPS)
  • PO Number

• Click Submit Single Order if you processed 1 order from that document
• If you had to process more than 1 order (example – SO and SB), click DOWNLOAD  . Attach the document in presenter to the SO (submit single order) and then Attach Purchase Order to the other orders in JDE.
• The document will then no longer be owned and should attach to the order in JDE within 24 hours.

Emailing a Document from Presenter

• If you have a PO in Presenter where a new Bill-to/Ship-to is required before processing, you will need to email the document to Leslie Nicolaysen
• She will contact the customer and reply with the Bill-to/Ship-to account numbers when completed.
• Click the icon and a PDF copy will open up
• Click on the , under Sign in

• Default email application should already be on Microsoft Outlook
• Attach a link should already be turned off (gray)
• Click Next
• A new email in outlook will open with the document attached
• Enter leslie.nicolaysen@carolina.com in the To field
• Enter the PO Number in the subject field and in the body of the text enter, “Request new Bill-to/Ship-to”
• Click Signature to add your signature to the email, and finally Send

• Click the red X button in upper right corner to close the document

How to Search for a Document (Linked to Order)

• Click on the Search tab, next to the Home tab at the top
• On the Search screen, use the Category Drop-down box to select what you are searching for. Customer PO will be the default
• Best search methods are with the order number OR PO number
• Enter order number if applicable in the From and To fields or enter the PO Number in the appropriate field (last field on search screen)
• Click on the SEARCH button to obtain a copy of the order

• On the results page, click on the PDF icon highlighted below to open the document/order for viewing

• To close the document, click on red X in upper right corner

How to Search for a Document (Not Linked to Order)

• Click on the Search tab, next to the Home tab at the top
• On the Search screen, use the Category drop-down box to select Customer Service

• Enter the PO number provided from the customer and click the Search button
• On the Results screen, you will see who owns the document and the timestamp of when it came into Presenter

How to add a Note to a Document in Presenter

• Open the document to view and click on the Notes button

• On the View Notes screen, enter in the desired note in the Add Note Text Box and click the Add Note button

• This will save the note, so it can be viewed on the view document screen

How to Forward a Document in Presenter

• Forward a document any time you need to have the document deleted or put on special hold

• On the view order screen, click on the drop-down box under Refresh Groups List and click on the desired forward code

• Last, click on the Forward Button to forward the document back to the Inbox