Process an Order
How to Process an Order from a Customer. This will be the most important part of using i-curate.
How to Process an Order from a Customer. This will be the most important part of using i-curate.
New to the i-curate Supply Partner portal? Get used to i-curate and getting around the system.
The Customer Orders screen will give you a full history of any Order placed on i-curate
To create an Order, simply set up your Order, select the items and quantity you want and then place your Order. As well as set up a Single Order, you can arrange Recurring Orders that the system will automatically schedule for you. You can also set up Template Orders.
New to the i-curate Customer portal? Get used to i-curate and getting around the system.
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.
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.
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
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)
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
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.
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
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
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
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 items
Orders > View (on any order) > Re-order Items > Place Order > Confirm Single Order
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.
Search an Invoice
Invoices > Search box > type key word > select invoice from list
Clear a search
Orders > Search box > click/tap clear x button
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