class c solutions group user guide: customer order center...

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Class C Solutions Group

User Guide: Customer Order Center

June 19, 2015 Version

Section 1: Login

Section 2: Forgot Password

Section 3: Change Password, Email & Profile information

Section 4: Carts

Section 5: Searching for Items

Section 6: Item Selection

Section 7: Personal Lists

Section 8: Check Out

For assistance with your shopping experience please call 1-866-438-6767

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Section 1: Login

Log-in at www.classc.mscdirect.com

To log-in as a Registered User select ‘Customer Order Center’

Must be a registered user to place orders

Must be a registered user to view or check-out shopping carts

Must be a registered user to obtain item pricing

Registered users are assigned to a Class C ‘Ship-To’ account so that orders are directed to the

correct location

To view catalog as an unregistered User select ‘Click here to search the Master Catalog’

Unregistered users can only search for items

Unregistered users can not get item pricing

http://www.classc.mscdirect.com/

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Registered Users log-in by clicking “Sign In” at the top of the screen

Enter E-Mail Address and Password (or temporary password when first assigned)

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Log-in opens to the “Carts” page

A cart must be “Active” in order to perform any other website functions; select a cart to be active or

create an active cart.

Create a Cart

Click to Make

Existing Cart Active

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Once a Cart is Active you can perform Account Maintenance or Shop for items

Maintain Acct

Begin Shopping

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Section 2: Forgot Password

Once a User is registered with a valid e-mail address the “Forget your password?” capability will be

functional. Click on the “Forgot Your Password” link

Enter your e-mail address and click “Retrieve My Security Question”

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Enter your Security Question answer and click “E-mail me a Password”

Once your new temporary password is e-mailed to you, log-in and set a new password (see Section 3 –

Change Password, Email & Profile)

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Section 3: Change Password, Email & Profile information A cart must be “Active” in order to perform any other website functions; select a cart to be active or create

an active cart. Once a Cart is Active the account you can perform Account Maintenance by clicking on “My

Account”

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Select an action from the ‘My Account” box

Selecting “Change My Password” allows you to change your password and Security Question. Enter

information and click “Save Changes”

Selecting “Change Email & Profile” allows you to change your name and email address.

Enter information and click “Save Changes”

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Section 4: Carts

Select “Carts” from the menu bar

Create a cart or select an existing cart.

When creating a new cart, be sure to select the correct account from the drop-down (if more than one

account is set-up and assigned).

Selecting the correct account assures that the order is shipped and billed to the correct location.

Name your cart, select the correct account (if applicable) and click the “Add New Cart” button.

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The “Set as active cart” is set as the default. If you previously selected another cart as your active cart,

this will make the new cart the active cart. If you do not want the new cart to be the default, uncheck

this box before clicking the “Add New Cart” button.

The new cart will appear as “Active” in the carts awaiting approval section.

Click on “View” to open the cart and see the contents

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Click on the “Continue Shopping” button to search and add items to your cart

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If you have not “Checked Out” or “Deleted” a cart, they will show with a summary of cart contents in

the Carts page:

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Section 5: Searching for Items

Once a cart is selected as “Active” click on the “Product Catalog” from the menu bar.

Items can be searched using the “Product Search” feature or by drill-down using the “Product

Categories” feature.

1. Product Search can be performed using a Keyword such as item description, Class C

Solutions Group item numbers, manufacturer names or manufacturer item numbers

a. Use of manufacturer information is not always available for every item

2. Product Search can be broad by selecting “All Categories” or narrowed by selecting a

category from the Drop-down Menu

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Product Search method:

Returns fewer results by using a more detailed search. Example: if you are looking for a Carriage Bolt

and type in CAR you get 13,339 results, but if you type CARRIAGE you get 945 Results

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Searching Carriage and selecting category Fasteners you get 894 results:

The word ‘Fasteners’ now appears in the search string line to let you know you are now inside of the

category Fasteners with your search results

Search String Line

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If you were to perform another search from here (inside the Fastener Category) only items classified as

Fasteners would show in the search results. So if you want to search for a different item like Gloves,

you would not get any items:

Search String Line

No Items

Found

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If you click on the word Class C in the search string line to remove the word Fasteners or click on the

Product Catalog button which takes you back to the All Category search page, then try a search for

Gloves, 577 products are found.

Always check the search string line to make sure that you not searching within a category when trying

to perform general searches.

If search results are blank, check the search string line to be sure you are not inside a category that will

limit your search results.

Search String Line

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Product Categories Search Method (Drill down method):

Select a product category

Select a Sub-category:

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Select an item type:

Select detailed item type:

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This brings you to the items list page. The Search String Line shows that you are now inside a

detailed item search:

Search String Line

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Section 6: Item Selection

Once you reach the items list page you can:

1. Change the sort criteria by clicking the ‘Sort By’ drop-down box and selecting from the

various sorting criteria

2. Select an item by clicking in the check-box, updating the quantity and clicking the ‘Add To

Cart’ or ‘Add To Personal List’ buttons

3. Click on the item description to view the item details

4. Click on a different page number to see additional items

5. Scroll down on the page to see more items

The Quantity is the number of packs you want. If the item is packed 25/pk and you enter 4 in the

quantity box you will get a total of 100 parts.

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Item Detail View:

Once you reach the items detail page you can:

1. View the detailed item description and specifications

2. Change the quantity and click the ‘Add To Cart’ or ‘Add To Personal List’ buttons

3. Click on the detailed item description on the Search String Line to go back to the items list



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Selecting Items from the Item List:

You can select multiple items to add to your cart or personal list by selecting the check box in front of

the items, updating the desired quantity and selecting the ‘Add To Cart’ or ‘Add To Personal Lists’

buttons at the top of the list.

You can also add items one at a time to your cart by updating the quantity and selecting the ‘Add To

Cart’ button under the quantity box.



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Section 7: Personal List

Personal Lists allow you to create and save a list of items that you buy frequently. You can create

multiple lists to allow you to specialize your shopping. For example if you order parts for multiple

departments you can create a list called Assembly for assembly department items, another list called

Welding for welding department items and a third list called Painting for painting department items.

Personal lists can be used to create a shopping cart much more quickly than shopping for items

individually which allows you to complete your shopping more quickly.

To create a personal list:

1. Click the ‘Personal Lists’ tab

2. Enter a name in the ‘List Name’ field and if you want this to be your default list, click the

check box ‘Save As Default Lists’

3. Click the ‘Create List’ button

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The list name will appear under ‘My Personal Lists’

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Click on a list name to open the list, this shows a new list with no items:

This shows the list with items added:

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You can use your personal list to Add Items to your active shopping by clicking the ‘Add To Cart’

button. Once the item is in the shopping cart you can change the quantity that you want to purchase.

You can remove items from your personal list by clicking the ‘Remove’ under the quantity.

You can view the detailed item description by clicking the ‘Item Description’

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Section 8: Check Out

To Check Out a cart you can click on the ‘Carts’ tab or the shopping cart Icon

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Now you are viewing the contents of you shopping cart. From here you can:

1. Change quantity of any items(s) and click the ‘Update Changes’ button

2. If an item is not priced, you can click the ‘Reprice Cart’ button

3. Remove items from you cart by clicking the word ‘Remove’ under the item

4. Proceed to checkout by clicking the “ Approve & Check Out’ button

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In the Check Out screen you can select payment. It will default to “Account Default’ which is

typically what you want to use. This will use the payment terms that are pre-set for your account.

You can still click the ‘Return To Cart’ button to change the contents of your cart.

Click the ‘Order Review’ button to continue with Check Out.

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In the Order Review screen you can;

1. Print a copy of the order by clicking the ‘Print’ button

2. Go back to your cart to make changes by clicking the ‘Return To Cart’ button

3. Complete the check out and process your order by clicking the ‘Submit Order’ button

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Once you click the ‘Submit Order’ button you come to the Order Confirmation screen where you

should see the message “Your order was successfully submitted” with date and time.

From here you can continue shopping or Sign Out of the Customer Order Center.

class c solutions group user guide: customer order center...

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