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

Customer
Supply Partner

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

Save an Order

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

Create a Recurring 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

Create a Template Order

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

Re-order Items

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

Search a Product

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

Orders Screen

Search Orders

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

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

Re-ordering

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

Invoices Screen

Search Invoices

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

Download/View Invoice

Invoices > select invoice > Download Invoice / View Invoice

Reconcile 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

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

Delivery

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

Search Orders

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

View Invoices

Home > Invoices > Download Invoices (teale icon)

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

Search Invoices

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

Price List

Administration > Prices > Export

Customers

Administration > Customers > Sites / Details

Sites

Administration > Sites > Details

Users

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

Getting Started

This section is designed for first-time users of i-curate. We’ve made it as easy as possible to get started by adding all your details into the system, but here we’ll take you through some of the basics you’ll need to know.
Simply go to customer.i-curate.co.uk, type in your username and password and hit the enter button.

Getting Around

Getting Around

Home: This is your main dashboard, where you can make a new order as well as view unfinished orders and a summary of recent orders.
Orders: This shows a full list of every invoice raised by idc.
Invoices: This shows a full list of every invoice raised by idc.
Account: Here you can see your account details and change your password.

Create an Order

Create an Order

At a glance

Create an Order
Home > New Order > Create Order > select item quantity > Place Order > Confirm Single Order
Save an Order
Home > New Order > Create Order > select item quantity > Save As > add name > select Save for Later > Save Order

Viewing Orders

Creating Orders

At a glance

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

Searching Orders

Searching Orders

At a glance

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

Re-Order an Item

Re-Order Items

At a glance

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

Search an Invoice

Search an Invoice

This screen will give you a full history of the invoices raised by the i-curate system. You will be able see a key summary including the Invoice No, Created Date, the Order Delivery Date, Order No and the Total Due. You will also be able to view the original order as well as view and download PDF copies of invoices at any time for your own records.

At a glance

Search an Invoice
Invoices > Search box > type key word > select invoice from list
Clear a search
Orders > Search box > click/tap clear x button

View an Invoice

Invoices

At a glance

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
Download/view Invoice
Invoices > select invoice > Download Invoice / View Invoice
Supply Partner

Getting Started

Getting Started

This section is designed for first-time users of i-curate. We’ve made it as easy as possible to get started by adding all your details into the system, but here we’ll take you through some of the basics you’ll need to know.
Simply go to customer.i-curate.co.uk, type in your username and password and hit the enter button.

Getting Around

Getting Around

Home: This is your main dashboard, where you will see all new orders and the status of existing orders. You can also click through to any live orders and invoices/credit notes.
Orders: This is a list of every order received through i-curate, whether it’s still in progress or already fulfilled. The orders are in chronological date order and list our unique Order No, Site, delivery date and order Status. This screen can also be accessed by the blue ‘View Orders’ button on the Home screen.
Invoices: This shows a full list of every invoice and credit note raised on your Customer accounts. It can also be accessed by the blue ‘View Invoices/Credit Notes’ button on the Home screen.
Administration: From here you can download your idc Price list, view your Customer list, the Customer Sites that you already deliver to and User information.

Processing Orders

Process an Order

At a glance

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

Invoices Screen

At a glance

View invoices
Home > Invoices > Download Invoices (teale icon)
Home > Invoices > View Order (grey icon) > View Invoice(s)
Search invoices
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 Screen

The Admin Screen

At a glance

Price List
Administration > Prices > Export
Customers
Administration > Customers > Sites / Details
Sites
Administration > Sites > Details
Users
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

welcome

WELCOME

Tutorials

CHOOSE

Getting Started

Getting Around

Create an Order

The Orders Screen

The Invoices Screen

Multi-Site Users

At a Glance

Create an Order

Orders Screen

Invoices Screen

Getting Started

Getting Around

Processing Orders

Invoices Screen

The Admin Screen

Helpful Videos

At a Glance

Processing Orders

Invoices

Administration

HELP VIDEOS

Customer

Supply Partner

Customer

Getting Started

Getting Started

Getting Around

Getting Around

Create an Order

Create an Order

At a glance

Viewing Orders

Creating Orders

At a glance

Searching Orders

Searching Orders

At a glance

Re-Order an Item

Re-Order Items

At a glance

Search an Invoice

Search an Invoice

At a glance

View an Invoice

Invoices

At a glance

Supply Partner

Getting Started

Getting Started

Getting Around

Getting Around

Processing Orders

Process an Order

At a glance

Invoices Screen

Invoices Screen

At a glance

Administration Screen

The Admin Screen

At a glance