Quick Step-By-Step User Guide

The following steps provide answers to some of the most popular user requests. If you cannot find the help you are looking for here, visit http://www.equanet.co.uk/cms/help_support/user_guide/ for a more comprehensive guide.

Viewing Your Copy Invoices & Credits

To view and print invoices or credit note for your account, click the 'Recent Invoices' link found under the 'Account' tab when logged in.

Step 1. Go to www.equanet.co.uk, click the 'Log in' link in the header at the top of the page. Enter your username and password.

Step 2. Click on the 'My Account' tab on the main navigation bar and from there choose the 'Invoice History' link.

By default the page will display all invoices produced for your account in the past month. The search filter can be used to find invoices by invoice number, order number, date and your customer purchase order number.

Step 3. Once the relevant invoice has been found, click 'View Invoice'.

From here you can print the invoice or credit if required from your browser. If the relevant invoice is not available, details can be obtained by calling Customer Services on 08701 664 666.

Parcel Tracking And Proof Of Delivery

To track the progress of an order that has been despatched from our warehouse, click the 'Order History' link found under the 'Account' tab when logged in.

Step 1. Go to www.equanet.com, click the 'Login' link at the top right of the homepage. enter your username and password.

Step 2. Click on the 'Account' tab top middle of the screen and click the 'Order History' link.

This will take you to the 'Order History' page. By default the page will display all orders placed on your account in the past 30 days. To search for an order, please use the 'Search parameters' box at the top of the screen.

Step 3. Once the required order has been found, click the 'Tracking' link.

This will then display despatch information for your order. For each shipment made for this order a consignment number link will appear. Click on these to find out the current delivery status. If the parcel is still in transit, it may also give the current progress. For orders which have been successfully delivered, signature information may also be available depending upon the courier used.

If shipment has been made by a method where no tracking details are available please call Customer Services on 08701 664 666.

Checking The Progress Of Your Order

Orders placed on your account can be tracked using the 'Order History' link found under the 'Account' tab when logged in.

Step 1. Go to www.equanet.com, click the 'Login' link at the top right of the homepage. enter your username and password.

Step 2. Click on the 'Account' tab, top middle of the screen and click the 'Order History' link.

This will take you to the 'Order History' page. By default the page will display all orders placed on your account in the past 30 days. To search for an order, please use the 'Search parameters' box at the top of the screen.

Step 3. At the top of the screen there is an 'Search Parameter' filter.

This allows you to search for orders by product code, your customer purchase order number, Equanet order number, order status, date and by user.

Logging In And Registering For A Username.

Logging in to www.equanet.com gives you the latest account information directly from our systems. Prices, stock availability along with customised elements specific to your account. You are also able to buy online and charge to your account or credit / procurement card.

Step 1. Go to www.equanet.com, click the 'Login' link at the top right of the homepage. enter your username and password.

Step 2. If you already have a username and password, enter these details in the 2 boxes in the middle of the screen and click the 'Login' button.

Step 3. To register for a username. After clicking the 'Log In' link on the homepage, please click'New Customer?' on the next screen.

The registration process captures key contact details and validates those details before creating your username and logging you in. Your username will be your email address.

Placing An Order On Equanet.com

Once logged in by entering your username and password. You will receive a 'Welcome Back…….' message. Your account number will be displayed, top right.
From there you may select the products you need, add to basket and proceed to checkout in the same conventional manner as most 'home use' website operate.

Step 1. Go to www.equanet.com, click the 'Login' link at the top right of the homepage. enter your username and password.

Step 2. Use the search box, top right or click on the 'Products' tab on the left side of the screen, you may enter an Equanet product code, description text or manufacturers part code into the empty search box, to search for the first product you require. Alternatively, use the hierarchical list of categories in the left hand frame to search through our product data.

Once you have located the product you require, click the 'Add to basket' link which appears on the right hand side. Repeat this process for as many products you need.

Step 3. Once the required products have been added. Select the 'Pay on Account' or 'Pay by card' option as appropriate to your buying arrangement.

Either enter the credit/procurement card details. Or if chosen 'Pay on Account' go straight to the 'Checkout' by selecting your delivery address, adding your PO number and inserting the recipient (FAO.) to receive the goods.

Step 4. Clicking 'Payment Summary' or 'Order Summary' tabs gives you more details allowing you to review the products, costs, delivery and invoice details.

Complete the process checking the 'terms and conditions' box and clicking 'Place Order'. An email confirmation will be sent to your registered email address.

Creating a Requisition

Once logged in by entering your username and password you will receive a 'Welcome Back...' message. Your account number will be displayed, top right.

From there you may select the products you need, add to basket and proceed to checkout in the same conventional manner as most 'home use' website operate.

Step 1. Go to www.equanet.com, click the 'Log in' link at the top right of the homepage. Enter your username and password.

Step 2. Use the search box, top right or click on the 'Products' tab on the left side of the screen, you may enter an Equanet product code, description text or manufacturers part code into the empty search box, to search for the first product you require. Alternatively, use the hierarchical list of categories in the left hand frame to search through our product data.

Once you have located the product you require, click the 'Add to basket' link which appears on the right hand side. Repeat this process for as many products you need.

Step 3. Once the required products have been added. Click the 'Raise Requisition' button.

Review your despatch details on the 'checkout' screen and enter your Po Ref or Requisition reference number. This can be amended by your approver. Complete the process checking the 'terms and conditions' box and clicking 'Place Requisition'. An email confirmation will be sent to your approver. A requisition reference number is generated for your information.

Approving a Requisition

Staff who have generated a requisition will automatically trigger an email sent to you which contains a hyperlink. Click this link to be taken to Equanet.com. Or you may ignore the email and login to deal with the request later.

Step 1. Access Equanet.com via the hyperlink in the email you have received.

Step 2. From the link in the email, once you have logged in you will be taken to a copy of the basket screen which the user has generated, displaying, products, delivery address, their text reason for the request, etc. Approvers may then choose to 'Place order' & amend the PO Number/ req reference already entered by the user. The approver may instead choose to 'Add to basket' to modify the items requested and/or save the details for later. Alternatively, clicking 'reject' allows the approver to enter a free text statement back to the user, rejecting their request.

Step 3. The requisition has been dealt with. The user will have either received an auto notification that their request has been approved, or the free text, rejection note automatically returned to them. This keeps all staff involved fully aware of their requisition's status.

NB. As an approver should you wish to ignore emails sent and simply process requests later, you may login as normal, click the 'Account' tab, and then select 'Approve reqs' from the left frame.