URS Connect Mobile

Getting Started

Getting started To download United Restaurant

Supplies FREE mobile ordering

tool, visit the app store and search

“URS Connect”. You’ll notice two

separate versions: English and

French. Choose whichever is

best for you, download and then

run the Application.

Google store

Apple Store

Windows 8

Desktop/Laptop or Blackberry:

Save this link on your Computer/Mac

or Blackberry 10 device to access:

URS Connect

Logging in

Tap the URS Connect icon

on your device

Use your URS Connect

username and

password to login then

tap GO

This info will be

provided to the client by

your representative

Dashboard The dashboard will list all of the different features available within your URS Connect Mobile account

Review Messages

Browse Orders

Start an Order

Switch Locations

Change Settings Monitor Invoices

How to Navigate

Dashboard

Messages

Products

Orders

Invoices

Customers

Settings

Tap the “Menu bar“

button to pull up

the “Navigation bar”

which contains your

filters and the following

buttons:

Tap the “Products” button

on the Dashboard to begin

Dashboard

Monitor Invoices

Switch Locations

Settings

Review Messages

Start an Order

Browse Orders

Products - Ordering

When you find what you're looking

for, just enter a quantity in the

blank field. You can also tap the

Quick Add Tool in the lower right.

You can also tap the Quick Add

Tool in the lower right.

Type the item description,

product number or key

words in the Search Bar.

After the items in your list

appear, scroll through the

results with the touch of

your finger.

If you want to refine

your search, try

adding a filter or

two to narrow down

your choices.

Products - Searching

Products – Item details

Tap on any item in the

product list to either

select your quantity for

ordering or view product

information and inventory

available.

Tap on Manufacturer

Info to view the PIC

card

Products – PIC Card

Also view product

information such as

allergens, nutritionals,

health benefits, serving

suggestions and more!

Orders

You can also

click on the

Shopping Cart to

create a New

Order. This will

bring you right

into Products,

where you can

select your Order

guide or Custom

Guide, and then

begin adding

items to your cart.

Tap on the

Orders button

to review Order

History, Order

Status or Order

Confirmations.

When you are

finshed adding

products to your

order, click on the

shopping cart.

Tap submit order

to finalise your

order.

Orders - Submitting

Orders - Verification

Verify order has been

submitted by navigating

to order history tab

Make sure there is

a check mark next

to your order.

Invoices

Tap here for Invoices

View up to 1 full year’s

worth of invoices and

payment history.

Also, use invoice filters

to narrow in on invoice

status such as paid,

past due and account

balances.

Invoices - Details

Scroll invoices OR search invoice

number to view invoice

Click an invoice to view details

Customers

View your Multi-Unit

Locations by tapping

the Customers icon.

Simply select the customer

account you want to view and

quickly gain access to your

account details.

Toggle between your various

customer accounts by selecting a

different account.

Customers - Details

Here we can view payment terms,

email and phone number

When you have switched accounts,

you can then access order / invoice

history and place new orders from

that location.

We can also tap the "new order"

button to create a new order.

Settings

Tap for Settings

Access the following

commands:

General

Turn on/off Auto

Increment:

If ON, will add one unit of

product to cart after

Barcode scan

Languages

Switch from English to

French

Logging out

Tap the Logout icon

Confirm by tapping Okay