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Agency Express Training

Agency Express Training.

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Agency Express Training

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  1. Agency Express Training

  2. First, get comfortable with our terms…..D = Dry storageR = RefrigeratedF = Frozen UOM = Unit of measure, such as case, pound, eachRequest = We’ll include on your order if in stockF2E = Foods to Encourage (healthy options)NSMF = No Shared Maintenance FeeSMF = Shared Maintenance Fee of $.18 per poundPURCH = foods we purchase and offer at bulk pricing. Purchased items will always be “in date”.

  3. Before you start your order, you mustschedule a date to receive it.Want it delivered?Picking it up yourself at Second Harvest? • Orders must be 500 lbs minimum, and deliveries cost $20. • Call 608-216-7201, or email Orders@SHFBMadisonto arrange for the delivery date. • In Agency Express, select your own appointment. • The system will show you which dates and times are available to you.

  4. Start order here The “window” for ALL ordering…Opens 12 calendardays ahead…Closes 3 businessdays ahead… to receive order here

  5. Your SAR will give you specific login credentials. • From Second Harvest website click on Partner Resources (found at top right). • Under the photo,there is a row of labels.Click on “Place an Order.” • Scroll down to “Ready to shop?” Then click on“Logging on to Agency Express” • OR, just search for “agency express” in any browser! Logging In to Agency Express

  6. Step 1: Log in to the system • Enter your login credentials. • Be sure to click the box thatsays “Remember Me”. • Click “Log In”. If we have important information to share, we will display an “Alert”. Read it and click on “close”.

  7. Step 2: Hover on “Order Options”, choose “Scheduler” which takes you to: If you need to pick up: If you have a delivery appt: • Select “Delivery” • Click on calendar icon • Your delivery apptointment should appear….select it • Click on clock and select time (this is NOT the actual time of your delivery that day) • Click on “Reserve” • Select “Pickup” • Click on calendar icon and choose an available date • Click on clock and select the time you will arrive • NOTE: Only the available dates and times will be visible • Click on “Reserve”

  8. Step 3: Hover on Order Options, select Shopping List which takes you to:

  9. Elements on Ordering Page Search (top left): • Enter an item number OR enter a description OR select a category and click on “Search.” • Click on “View Favorites” if you’ve flagged specific items you commonly order. • Clear these fields before doing another search or sort. Shopping Cart (top right): • As you are choosing your items, this area will keep a running total of your cost and poundage. • Icons below will be used as you work on your order.

  10. Shopping List Elements: Click on any of the column headings to sort Enter how many you want, based on the UOM (see 5th column) Click the box to save as a “favorite” This is how many are available to YOU….take some or all! Weight per UOM Item numbers up to 599999 are either SMF or NSMF Cost per UOM Description gives relevant info about product How many individual items in the UOM, and their size/volume Describes the unit you’re ordering; by the case, or the pound, etc. Item numbers above 600000 are PURCHASED product

  11. Step 4: Shop! • Enter the items andquantities you want. • When you are done selecting items from the page you are on, click ADD TO CART. If you skip this and go to another page, you will lose the items you chose!

  12. Time to talk about “Request” items…. • “Request” items are generally short-life or perishable items that need to be distributed quickly, such as fresh produce, breads and dairy. • You can “request” these items, and we will provide them IF they are in stock at the time your order is filled. • Most, but not all Request items are NSMF. An exception is shown below, Yogurt, which is SMF. It is very important to carefully read every description! • To order a Request item, put a “1” in the Order Qty box. This is a place-holder that tells us that you want this item.Later, you will be able to tell us specifically how many pounds of the Requestitem(s) you want. • Request pounds or fees are not included in your running total for weight, and arenot counted as part of the 500 lbminimum (because you may not ultimately get them.)

  13. REMEMBER… Before you move to the next page of the shopping list, be sure to clickADD TO CART or you will lose everything you selected on that page!

  14. Step 5: Finalize your order • When you are done adding things to your list, go to the top right corner area and click on Check Out • This screen will come up – explained on next page

  15. Step 5: Finalize your order (continued) Weight of your order (not including Request items). Must be at least 500 lbs for a delivery. This is the cost of your order. (does not include delivery fee or Request SMF product) Find and select your appointment type, date and time Enter your Request items and amounts you want. Use the format shown, which is the item number followed by a backslash and then the pounds wanted. (This should be the LAST thing you do before submitting the cart. If you do something else before submitting you will lose these notes!) TIP: Some people find it helpful to copy this info and paste into another document for short-term safekeeping.

  16. Step 6: Submit your order • When you are satisfied that everything is correct, click on“Submit Cart”. This “holds” your selected items for you. • If you close the order before submitting, you may lose some of those items to other shoppers. • An order number will be assigned and a printable list of all your items will come up.

  17. Step 7 (optional) : Edit your order • You can re-open and then change your order while still in the “ordering window” time frame. • Hover on the Order Options tab and click on Order Management. • When your order shows a little pencil, you can click on that and it will reopen. (After first submitting, ittakes a little while for the pencilto appear.) • Once you’ve made changes, be sure to SUBMIT CART again. • If there is no little pencil, it is either too soon or too late to make any changes to the order.

  18. Now what? If you are picking up: If you’re getting a delivery: • At your appointment time, check in at 2802 Dairy Drive. Here is the entrance…. • And here is the loading area – you will be able to back your vehicleup to the doors. • The day before, you will get a calladvising you of the estimated timeframe of your delivery (for instance, between 9 am and 10 am.) • Please have volunteers there and ready when truck arrives!

  19. QUESTIONS? Contact your Agency Relations Specialist for help! Andrea Draeger: andread@shfbmadison.org, 608-216-7218 Jamie Shannon: jamies@shfbmadison.org, 608-216-7556 Laura Moon: lauram@shfbmadison.org, 608-216-7202 Lori Peppard: lorip@shfbmadison.org, 608-216-7208 Marcia Pederson: marciap@shfbmadison.org, 608-216-7550 Tim Berkley: timb@shfbmadison.org, 608-216-7226 Thank you for partnering with us toeliminate hunger in southwestern Wisconsin!!!

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