user guide for usaid - countertrade products · usaid user guide countertrade products, inc. 10 6....
TRANSCRIPT
User Guide for USAID
Creating a New Login
1. Go to: http://usaid.countertrade.com/
2. Click on “Request a Login.”
USAID User Guide CounterTrade Products, Inc.
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3. Fill in the form that appears. The first section containing Desired Username, Email Address,
Company Name, and Full Name are all required fields.
4. Submit by clicking on the “RequestLogin” button at the bottom of the form.
USAID Us
5. Yo
Pa
Change P
1. G
O
2. Fi
er Guide
our Usernam
assword” for
assword
o to the “Acc
Or from the dr
ill in the form
e and Passwo
how to chan
count” section
rop down me
m below, and c
ord will be se
ge your passw
n either from
nu on the left
click on “Chan
nt to the ema
word after ini
the green ico
t hand side o
nge Password
ail address yo
itial log in.
on in the upp
f the main pa
d”.
CounterT
ou entered. S
per right hand
age:
rade Product
See “Change
d corner:
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USAID Us
Product C
1. Th
p
2. Fr
3. Th
4. Th
er Guide
Catalog
he Product Ca
urchase.
rom any view
he “Icon” view
he “List” view
atalog appea
w, click on “Ad
w will display
w displays pro
rs on the mai
dd to Cart” to
y products wit
oducts by part
in page and c
add an item
th pictures.
t number.
contains all of
to your quot
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f the products
te.
rade Product
s available fo
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r
USAID Us
5. C
ca
6. C
ab
er Guide
lick on “Categ
ategory.
lick on a prod
bout the prod
gories” to exp
duct image to
duct and any
pand the drop
o go to the Pro
associated ac
p down menu
oduct Page. T
ccessories.
u. This will sh
This page con
CounterT
how products
ntains additio
rade Product
s grouped by
onal informat
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ion
USAID Us
7. U
of
Creating a
1. To
2. To
er Guide
se the Search
f the results t
a Quote
o see the pro
o remove all
h bar to look
to go to the p
oducts added
items from th
up a product
product page.
to the quote,
he quote, clic
by part numb
, click on the
k on the clea
ber or keywo
cart Icon.
r cart icon.
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ord. Click on t
rade Product
the product i
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mage
USAID Us
3. To
cl
4. To
er Guide
o adjust quan
ick on “updat
o remove an
ntities from th
te”.
item from yo
he shopping c
our cart, click
cart, use the “
on the item’s
“Qty” input b
s trash can ico
CounterT
box to change
on.
rade Product
e the amount,
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, then
USAID User Guide CounterTrade Products, Inc.
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5. Below your shopping cart, there are 4 fields that need to be addressed. Further instructions
appear when you hover over the input box. “Location” and “Bureau” are required fields. You
will not be able to Save or Submit a quote without filling in this information.
6. The Bill‐To address is already set. Use the drop down menu on the right to select your Ship‐To
location. Once you select the Ship‐To location it will default to that address for future quotes.
7. The next step is to “Save Quote” or “Submit Draft Quote”. See sections “Saving a Quote” and
“Submitting a Quote” for further information.
USAID Us
Saving a Q
1. U
Q
2. “S
“R
3. In
4. To
5. Se
Q
er Guide
Quote
nderneath th
Quote”.
Save Quote” w
Reports” sect
n “Reports” a
o edit the quo
elect the quo
Quote”.
he Bill‐To/Ship
will save you
tion to make c
quote that h
ote, go to “Re
te you wish t
p‐To section t
r information
changes.
as been save
eports” from
to edit by clic
there are two
n, then will all
d will be mar
the main me
king on the tr
o options, “Sa
low you to re
rked with an “
nu bar.
riangle to the
CounterT
ave Quote” o
e‐open the qu
“Unfinished”
e far left, then
rade Product
r “Submit Dra
uote through
status.
n select “Edit
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aft
the
USAID User Guide CounterTrade Products, Inc.
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6. This will reload your quote into the shopping cart. From here you can edit quantities, add or
remove product, and update the remaining information needed for your quote.
7. Select “Save Quote” to keep it in an editable status, or select “Submit Draft Quote” to submit it
into Countertrade.
Submitting a Quote
1. Once your quote is finalized select “Submit Draft Quote” under the Bill‐To/Ship‐To section of
your shopping cart.
2. Once “Submit Draft Quote” is selected, the quote will appear under the “Reports” section with a
“Pending” status.
3. The quote is sent to Countertrade for processing and is no longer editable. If there are changes
that need to be made, notify your CounterTrade contact for assistance.
4. Once the quote has been processed, a notification will be sent by email with the updated status.
Reports
1. You can view your order history by going to “Reports” from the main menu bar. Use Document
Type, View, and Status Code to define your perimeters, then select “Run Report” to return the
results.
USAID User Guide CounterTrade Products, Inc.
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2. Select the “Document Type(s):” with the first drop down to filter your search by “Quote”,
“Order”, “Return”, or “All”.
3. “View” is defaulted to “Order Level”. This will be the most used view; however, if you need
more information about a specific product from an order, select the “Product Level” view for
more details.
4. Select the “Status Code:” with the third drop down menu to narrow your results by status.
5. The Search function will search for any value that appears in the reporting, such as a quote
number, PO#, or any of the additional fields that are captured.
USAID Us
6. Yo
b
12
Logging O
1. To
2. Th
Further A
1. If
o
2. If
co
er Guide
ou can also n
elow the resu
2/18/2015.
Out
o Log Out of y
he site will al
ssistance
you need fur
rder’s status
you are expe
ontact Miche
arrow results
ults were filte
your session
so automatic
rther assistan
please contac
eriencing diffi
le Crook at 30
s by time fram
ered to any ac
click on the L
cally log you o
nce regarding
ct Steve Price
iculties with t
03‐424‐9710,
me using the “
ctivity that to
Log Out icon i
off after a 20
a product in
e at 303‐424‐9
the site or hav
, or mcrook@
“From:” and
ook place betw
n the upper r
minute perio
your catalog
9710, or spric
ve further qu
@countertrade
CounterT
“To:” fields.
ween 12/03/2
right hand co
od of inactivity
or more info
ce@countert
uestions/feed
e.com
rade Product
In the examp
2015 and
rner.
y.
ormation abou
rade.com
back please
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ut an