Streamlined Ordering with PartSource Pro

• Quick Add to Cart: Simply add products to your cart. You'll need to select the facility for delivery and provide mandatory asset ID and work number details to associate parts correctly.
• Real-time Cart View: Your cart contents are always visible, allowing for easy management of selected items. You can even generate a PDF quote before proceeding to checkout.
• Guided Checkout: The checkout process is managed by a user-friendly wizard. It accounts for potential CMMS/ERP integration and adapts to different approval workflows within your organization.

• Shipping Configuration: Select an address associated with your facility. A dynamic label preview ensures accurate routing. You can also include your PO number in the shipping attention lines by checking a box, which helps with order tracking.
• Carrier and Speed: Choose your preferred carrier and delivery speed. PartSource Pro has pre-loaded FedEx and UPS accounts for automatic billing to your existing configurations. There's a $0 shipping processing charge, meaning billing goes directly to your carrier account. For cost-effectiveness, Ground shipping is recommended.
• Shipping Insurance: For high-value parts, shipping insurance is available, offering protection against loss or damage during transit.
• Payment: Payment processing typically requires PO numbers or credit card information. Once all details are verified, the "Place Purchase" button activates to complete your order.

PartSource Ordering Process Overview

• PartSource system enables customers to reduce procurement time from over one hour to under 60 seconds through a streamlined ordering process
• Users must add desired products or services to the cart and select the appropriate facility if not pre-configured
• The system may require mandatory information entry, including asset ID and work number for parts association, with optional fields recommended for better reporting and proactive recall/warranty tracking
  

Cart Management and Checkout Initiation 

• Cart contents viewable at any time via cart icon in upper right corner, displaying selected items, entered information, pricing, and shipping details when available
• PDF quote generation is available through the Print Quote section, with the checkout process initiated via the 'Proceed to Checkout' button
• The checkout wizard guides users through sequential steps, with variations possible for CMMS/ERP integrations or approval processes
  

Shipping Configuration and Label Preview

• Shipping location confirmation requires facility-associated address selection from the dropdown menu, with automatic default selection when pre-configured
• The dynamic shipping label preview feature allows verification of label formatting before order completion, ensuring proper routing upon receipt
• PO number inclusion on the shipping attention line is controllable via checkbox selection, with automatic name display in the shipping attention field
  

Carrier Selection and Account Management

• Shipping method selection includes carrier choice and speed options, with automatic default selection when configured
• Carrier availability varies by supplier (not all suppliers support all carriers), with FedEx, UPS accounts pre-loadable for automatic selection
• $0 shipping processing charge indicates billing to the customer's carrier account rather than free shipping, with Ground shipping recommended for cost savings
  

Insurance and Payment Processing

• Shipping insurance is available as protection against loss or damage for high-dollar value parts, addressing challenges with carrier claim processes
• The payment section may require a PO number or credit card information entry, or automatic population through system integrations
• Place Purchase button activation occurs after information verification, with potential label variations for integration or approval process configurations