Thank You for signing up for the Bortek . Your account is setup

Thank You for signing up for the Bortek
.
Your account is setup. Please use this as and overview and guide on how to use the system
with some tips on how to customize it to best fit your business needs.
Often times customers don’t realize the depth of
our services and products related to their facilities’
maintenance, safety and cleaning processes.
Please take a few moments to review the “Item
Category” List, under the Item Search tab of
CustomerLink. Our specialized services and
products can also be viewed from any of our
websites, which are accessible via the three icons
at bortekindustries.com. When you are ready, you
can click the
on any of our webpages
to access your account. Our Cleaning Equipment
and/or Supply Specialists are at the ready to
support you at anytime as well.
Enter your User ID and Password provided to you
by Bortek. Click “Submit” to login.
The first page you will see is your Profile page.
Here you find a brief overview of your Bortek
account as well as your current account balance.
If you order for more than one account, you can
change accounts by using the search field in the
upper right (1). You can also place a quick order
on this page by simply entering the Bortek Item
Number or the OEM Part number for the products
you wish to purchase. You can add up to three of
them in the Quick Order area (2). Then complete
your shopping cart as described in the “Shopping
Cart” and “Finalize Order” Sections.
Using the Item Search page, there are many ways
to find what you’re looking for. If you know the
Bortek Item Number or the first few digits, you can
use the first search field (3).
Using the Description field (4), you can enter
generic terms, such as “broom” or “towel”. Hint:
Use singular terms here such as “glove”, instead of
“gloves”, as most of our descriptions are singular.
For parts customers, you can also use the OEM
Part Number field (5) to search by OEM equipment
manufacturer part numbers, such as those found in
service manuals by most major manufacturers.
Tip: If you would like to order equipment repair
service, go to the item search tab and select
“Repair Service”, under the item category list.
Select the service that is closest to your need, and
then, at “Finalize Order” make notes to the problem
and/ or machine. You can select the machine
needing repair by selecting it under the “Ship To”
section. Regardless, you will be contacted for
confirmation prior to work beginning.
You can also leave all search fields empty and
choose a category from the drop down box (6);
Once you have filled out the most applicable field,
click “Search” to see all of the items in the category.
If you need assistance with parts, please call our
parts department or submit a request at www.
sweeperland.com/Order-Parts.html
Once you’ve found the product for which you are
looking, click on the item number for more details
on the item. If you are ready to begin your order,
fill in the quantity fields for the products you wish
to order. When finished, select “Update Cart” and
those items will be added to your order.
On the item detail page, you’ll see a picture on
most items and the extended description of the
item. You can also enter a quantity and add to your
order from here.
Using the “My Lists” page, you can create as many
unique lists as you like for your commonly ordered
items. For example, you could have different lists by
item category or for different areas of your facility.
The idea is to help you order what you need easily,
without error, and in very little time. When creating
a list, simply enter a quantity you would typically
order and the associated product item number.
After adding the items, enter a unique name in the
“New List Name” field (1) and select “Save List” (2).
, The item description will display when you save the
list.
Remember this is just a shopping list that you can
use over and over. You can add or delete items as
you wish. Hint: You can view past orders, where
you can copy and paste the item code on your list
and the quantity you would normally order.
Once you’ve saved the lists, you can choose any
of your lists from the “Personal Lists” drop-down
box (3). By simply updating the quantity fields
and selecting “Update Cart”, the items will be
automatically added to your order. Hint: If any of
the item numbers you enter cannot be found in the
system, you’ll receive an error message the list will
not be saved.
On the “Open Orders” page, you can click the
document number and see detail on any of your
account’s quotes or open orders. Tip: Document
numbers beginning with “Q” are quotes, and
documents numbers beginning with “R” are
automatic recurring orders. To further streamline
your process, we can set you up with automatic
replenishment by contacting your representative.
On the “Past Orders” page, you can view all of
your account’s past orders. Just click the document
number to see detail.
Once you’ve added items to your order, they are
available for review on the “Shopping Cart” page.
Here you can update quantities, remove items or
delete the entire order. Once you are satisfied with
your order, click the “Finalize Order” button.
On the “Finalize Order” page, you can add
important details to your order such as the Request
Date, PO Number and preferred delivery method.
For accounts with multiple ship-to locations, it
is very important that you choose the correct
ship-to so that your order will be delivered
promptly to the proper location. You can also add
any additional notes that are pertinent to your order,
such as delivery restrictions or requests for items
you could not find through the search process.
Thank You again for choosing Bortek and using our
services.
If you have questions, requests or need assistance, feel free to call 800-626-7835
or send a message to [email protected].