welcome

WELCOME

Welcome to i-curate, the new ordering portal. The simple-to-use system has been designed to give you control and transparency over what you’re ordering and provide a status of who you’re ordering from and when items will be delivered. i-curate brings together the information you need to efficiently place and report on orders, all at your fingertips.

This site will take you step-by-step through everything you and your team need to know to work with i-curate.

Tutorials

CHOOSE

Getting Started

Getting Around

Create an Order

The Orders Screen

The Invoices Screen

Multi-Site Users

At a Glance

Create an Order

Home > New Order > Create Order > select item quantity > Place Order > Confirm Single Order

Home > New Order > Create Order > select item quantity > Save As > add name > select Save for Later > Save Order

Home > New Order > Create Order > select item quantity > Save As > add name > select Recurring Order > Save Order > select Start Date > select End Date > select Delivery Days > Save

Home > New Order > Create Order > select item quantity > add to basket > Save As > add name > select Template Order > Save Order

Orders > View (on any order) > Re-order Items > Place Order > Confirm Single Order

Home > Select or Create an Order > type word in Search box or select Category

Orders Screen

Search by product or supplier name:

Orders > Search box > type key word > select order from list

Search by Order status:

Orders > select in progress / Old / Completed > select Order from list

Clear a search

Orders > search box > click / tap to clear x button

View Order Details

Orders > select order > View

View Delivery Note

Orders > select order > View > Download Delivery Note

View Invoice

Orders > select order > View > Download Invoice

Orders > Select Order > View > Re-Order Items > Place Order > Confirm Single Order

Invoices Screen

Searching an Invoice

Invoices > Search box > type key word > select invoice from list

Clear a Search

Orders > Search box > click / tap  to clear x button

Invoices > select invoice > Download Invoice / View Invoice

Invoices > select invoice > Download Invoice / View Invoice

Getting Started

Getting Around

Processing Orders

Invoices Screen

The Admin Screen

Helpful Videos

At a Glance

Processing Orders

Order Details

Home > Orders > View

Amend an Order

Home > Orders > View > Amend Order

Adjust Quantity

Home > Orders Screen > View > Amend Order > Adjust Quantity > enter new quantity > Apply Edits

Substitute a Product

Home > Orders > View > Amend Order > Substitute > select item > Add Item > Apply Edits

Accept Order

Home > Orders > View > Accept Order

Home > Orders Screen > View > Accept Order > Pick & Pack > Confirm Order Delivered

Home > Search box > type Order No / Order description / Order date / Order value > view Order

Home > Orders Screen > Search Site Box > type Site name > View

Home > Orders > click Overdue / Completed / New box > View

Invoices

Home > Invoices > Download Invoices (teale icon)

Home > Invoices > View Order (grey icon) > View Invoice(s)

Home > Invoices > Search Site box > type Site name > Download Invoice (teale icon) / View Order (grey icon)

Home > Invoices > select date range > Download Invoice (teal icon) / View Order (grey icon)

Home > Invoices > check Invoice box / check Credit Note box > Download Invoice (teal icon) / View Order (grey icon)

Administration

Administration > Prices > Export

Administration > Customers > Sites / Details

Administration > Sites > Details

Create a new team member: Administration > Users > Create

Edit team member details: Administration > Users > Edit

Import new users: Administration > Users > Import

Export team member list: Administration > Users > Export

HELP VIDEOS

Customer

Supply Partner

  • Customer

    Getting Started

    video1

    Getting Around

    video1

    Create an Order

    video1

    Viewing Orders

    video1

    Searching Orders

    video1

    Re-Order an Item

    video1

    Search an Invoice

    video1

    View an Invoice

    video1
  • Supply Partner

    Getting Started

    I-crate supply video cover

    Getting Around

    I-crate supply video cover

    Processing Orders

    I-crate supply video cover

    Invoices Screen

    I-crate supply video cover

    Administration Screen

    I-crate supply video cover