Placing Orders with WebCRD

Placing Orders with WebCRD

Session Agenda • What is WebCRD? • The four ways to place an order • Placing an order from an application • Uploading a document • Placing a Catalog order • Placing a Special Order • Viewing an order’s status • Managing your WebCRD Profile • Additional Help • Session Summary www.rocsoft.com

What is WebCRD? A web based software tool for submitting orders to the Print Shop • Secure • Easy • Complete www.rocsoft.com

Ways to Place an Order • From an Application (Word, Excel, PowerPoint, etc.) • Uploading a File • Placing a Catalog Order • Placing a Personal Catalog Order • Placing a Special Order www.rocsoft.com

1. Placing an Order from an Application (SurePDF) What is SurePDF? • A Print driver that allows you to convert a native file into a PDF format. Why Use SurePDF? • Creates an unchangeable document that embeds all fonts, graphics, and formatting • Streamlines the ordering process www.rocsoft.com

1. Placing an Order from an Application (SurePDF) 1.1 From a Windows application • Select File > Print • Select the WebCRD Printer • Click Print www.rocsoft.com

1. Placing an Order from an Application (SurePDF) 1.2 Click Accept www.rocsoft.com

1. Placing an Order from an Application (SurePDF) 1.3 Log into WebCRD • Select ‘Tacoma Account’ and enter User ID and Password • Click Login www.rocsoft.com

1. Placing an Order from an Application (SurePDF) 1.4 Document added to Cart 1.5 Choose either: • Continue Shopping – allows you to add additional items to the order • Checkout – Add the single item and takes you directly to the Cart www.rocsoft.com

Demonstration www.rocsoft.com

2. Uploading a File Allowed File Types: • PDF • PS • PGM • DOC, DOCX • XLS, XLSX • PPT • HTM • GIF • PNG • JPEG • HTML www.rocsoft.com

2. Uploading a File 2.1 Access WebCRD at: https://webcrd.tacoma.k12.wa.us/ 2.2 Select ‘Tacoma Account’ & enter your User ID and Password 2.3 Use Upload a File > Browse www.rocsoft.com

3: Selecting From a Catalog What is a Catalog? A collection of print and/or non-print items that are made available to all WebCRD users or only to specific users. The available catalogs for our training are samples taken from the Arlington catalog www.rocsoft.com

3. Selecting From a Catalog 3.1 Use Search Catalog • Enter item/document name and click Go or • Click Advanced Search or • Click Go button www.rocsoft.com

3. Selecting From a Catalog 3.2 Enter quantity 3.3 Click Add to Cart 3.4 Click Cart link www.rocsoft.com

4. Selecting From My Files What are My Files? A collection of your documents that you upload and configure for printing ahead of time. How to Set Up: Use Manage Files to: • Create Folders • Upload Files • Set Retention Time • Set Print Options www.rocsoft.com

4. Selecting From My Files 4.1 Use My Files • Enter item/document name and click Go or • Click Advanced Search or • Click Go button www.rocsoft.com

4. Selecting From a Catalog 4.2 Enter quantity 4.3 Click Add to Cart 4.4 Click Cart link www.rocsoft.com

5. Placing Special Orders What are Special Orders? Orders where an electronic copy of the document is not uploaded to WebCRD. Common Special Orders: • Hardcopy documents • Files on CD or USB • Files that are not accepted for uploading www.rocsoft.com

5. Placing Special Orders 5.1 Use Special Orders > Go www.rocsoft.com

Submitting Orders • All items are placed in Cart • Set Print Options, Shipping, and Billing information www.rocsoft.com

Submitting Orders www.rocsoft.com

Order Status and Re-Orders • Click Orders link www.rocsoft.com

Managing Your Profile www.rocsoft.com

Additional Resources • Online Help www.rocsoft.com

Additional Resources • Getting Started Guide www.rocsoft.com

Additional Resources • Placing Orders Task Aid • Access at: • The Print Center • Access at: www.rocsoft.com

Questions?

Thank You!

Placing Orders with WebCRD