1. Basics - Beatties Basics

Frequently Asked Questions
1. Basics
How To Login
To login to the website go to beatties.basics.com. Enter the username (username is always your e-mail
address) and password . If a customer does not know their login in they may contact our Customer
Service staff at [email protected].
Forgot My Password:
If a customer forgets their password, click on the “Forgot my password” feature, enter in their login ID
(email address), and a temporary password will be emailed to them.
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Frequently Asked Questions
Once they receive the temporary password, they can login with it and they will be taken to a new screen
that will ask for the temporary password once more and also ask for a new, permanent password to be
entered.
Changing Password:
To change a password, login to the account. On the left hand pane underneath the billing address there
is a “change password” button. Click on it and follow the directions.
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Frequently Asked Questions
Multiple Accounts and Cost Centres
If a customer has multiple accounts/cost centres that they order and/or approve orders for, they can
select their account/cost centre by choosing it from the drop down box under the “Shopping Cart” field
or “My Account” section.
If multiple carts are open, they can be viewed/edited by selecting them from the “Cart” drop down box.
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Frequently Asked Questions
Searching
There are a few different ways to search online. There is one search product field on the left hand side,
and one on top of the home page. You can also use the Search Index, when looking for a certain product
(also a great way to shop if you are just browsing).
Search Product Field: Type in the product number (you may type in the Basics item #, the manufacturer
party #, UPC code or the description).
Search Index: Click on the letter to look for a certain product A-Z.
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Frequently Asked Questions
Adding Products to Your Cart
You can add a product to your cart or favourites list directly from search results by typing in the correct
quantity and clicking “Add to Cart” or “Add to Favorites”. Products with multiple colour or size options
will display a drop down box for you to select the appropriate one before clicking the “Add to …”button.
The page will let the customer know the product has been added and will stay on the same page for
uninterrupted shopping.
To learn more information on the product simply click on the item and it will bring up a larger picture as
well as any additional features i.e. Color Selection, Specifications, Product Demonstrations and
Recommended Accessories. Add the product to the cart or favorites list the same way as described
above.
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Frequently Asked Questions
Quick Order Form
If the customer knows all the product numbers for the items needing to be ordered, they can use the
“Quick Order Form”. Type in the Basics Item Number and quantity needed, and choose whether to “Add
to Cart” or “Favourites List”.
Note: It will even give a brief description on the product to the right of each row.
If you have more than 10 items to order, click on “Add more items”. You will be given an additional 5
lines. Should you require more than 15 lines simply add the first 15 to the cart. A confirmation will be
displayed and the Quick Order Form will reset allowing you to continue adding more items.
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Frequently Asked Questions
Checking Out A Cart
Once a customer has finished selecting all of the items they wish to order they are ready to check out
their cart.
1. Go to “View Cart/Checkout”. You can see if your items are in stock by looking under the “Availability”
field.
2. Click on “Select Address”, to choose from multiple ship to addresses (if the account has more than 1
shipping address defined in the system). To view the full shipping address click on “Show Address”.
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Frequently Asked Questions
3. Select the address where the order is to be sent to and then click “Save”. The address will update in
the Shipping address section.
4. Once you have reviewed the order and shipment information has been confirmed, click on
“Checkout” to go to the Payment screen.
5. Under the “Payment Method” enter in the “Purchase Order” number (if required). Select if the order
is to be paid by credit card or if it is to be billed to the account. If the order is paid by credit card, enter
in all of the required information.
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Frequently Asked Questions
6. Under the “Shipment Schedule” there are 3 choices on how the order can be shipped:



Place Order Now.
Place Order and Repeat – Every day, Every Week, Every 2 Weeks, Every 3 Weeks, Every Month.
This option is useful for standing orders; A customer that orders 5 cases of photocopy paper
each week can place the first order and have the system repeat it every week automatically.
Hold Order and Place (enter specified date). The order will be held until the specified date, then
automatically released. Note: delivery will be the day after the specified date.
Select the “Shipment Schedule” and then click on the “Submit Order” button.
The order has now been successfully placed! A confirmation screen will be displayed and the customer
will also receive an order confirmation summary via email.
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Frequently Asked Questions
Making A Return
Customers can easily make a return by going to the “Contact Us” link in the upper right corner of the
site.
1. Click on the Fast, Easy Returns box.
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Frequently Asked Questions
2. Complete all of the required fields (denoted by an *) then click “Send Request”.
Note: In the “Items Being Returned” make sure that the Basics Product number is entered.
A “Thank you for your submission” message will be received once the request has been submitted.
Once the return request has been processed an email confirmation from our Returns department will be
sent to the customer. Please note: This can take up to a couple of days.
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Frequently Asked Questions
View Orders and Invoices
Customers can easily login to their accounts to view orders that they have previously placed online
including invoices and statements.
1. Once logged in, Click on “View Account” in the middle of the screen.
2. If the customer has navigated to another page of the site, the “My Accounts” page can be accessed
by clicking the link at the top of every page.
3. There are 3 tabs: Carts, My Orders, and Statements & Invoices.
Carts: Shows all shopping carts that have not been checked out.
My Orders: Shows the orders that have been checked out and their current status (online only).
Statements & Invoices: A list of invoices will appear for orders placed online, only after the
order has been invoiced at packing station.
Creating & Using Favorites Lists
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Frequently Asked Questions
If a customer is building a favorites list, the favorites list is automatically named as the date and time. To
change the name of the list, select the list from the dropdown box at the top of the page and click the
“Go” button, or pick the list on the “My Accounts” page and click the “View List” button.
1. Once on the favourite’s list webpage, click on the “List Name” box, and type the new name.
2. Click the “Update” button at the bottom of the right hand of the page to save the new name of the
Favorites list.
3. If the customer sees something while browsing that they would like added to their Favorites List
before clicking the “Add to Favorites” button, ensure that the correct “Favorites List” is selected in
the dropdown box at the top of the screen. You can also add multiple items at a time to a favourites
list by adding products to the quick order form and clicking the “Add to Favourites” button.
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Frequently Asked Questions
Shopping from a Favorites List
Select the favourites list you want to shop from, on the “Favorites List” check the empty box to the left
of the item wanting to be ordered. The quantity can be altered by changing it in the “Quantity” field on
the right. Once the customer is finished selecting from their Favorites list, click the “Add Selected to
Cart” button at the bottom right hand of the screen. They can continue shopping by browsing for
additional items or using the Quick Order form and adding them to their cart.
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Frequently Asked Questions
2. Information
FAQ Page
Customers can access the Frequently Asked Questions page by clicking on the “Help & FAQs” link. Here,
you can find your answers to commonly asked questions.
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Frequently Asked Questions
Contact Us
Customers can select the “Contact Us” link to reach out to us for any questions they may have about
products, online ordering or billing.
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Frequently Asked Questions
3. Profiles and Approving Orders
There are 3 different types of profiles that can be set up for customers to place orders online.
Shopper:
This is a basic shopper, they can browse products, view their pricing, submit orders and see all
orders/invoices that they place online. They also can set up personal Favorites lists that only they can
see/edit. A shopper can also be set up to require an "Approver" to authorize each (or within a certain
price level) purchase that they submit.
Shoppers that require an approver can place their order as usual. When they click on the “Submit
Order” button they will receive a message indicating that their order has been submitted for approval.
Once their approver has reviewed the order it will be entered into the system.
When their order has been approved by their “Approver” the customer will receive an email
notification.
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Frequently Asked Questions
Approver:
Approvers have the same authority as a shopper, and they have the ability to approve purchases that
shoppers underneath them submit. Multiple approvers can be configured with different approval limit
ranges (tiered-approval).
Approvers will receive an email indicating they have an order to approve. If they click on the “Click
here” text it will take them to the online site.
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Frequently Asked Questions
1. To review the order that needs to be approved, login to the account and click the “Approve Orders
button.
2. Select the cart to approve. You may also select multiple carts to approve all at once.
3. Click the Approve button. The order has now been approved and submitted.
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Frequently Asked Questions
To Modify An Order: From the main Approval screen, click the Cart Name or Cart # to access the details
of the order, then click the “Modify Order” button.
Approvers can add items to the order, change the quantity or delete items. Once finished modifying the
order click on “Update” and then “Submit Order”.
Your modified order has now been submitted.
To Decline An Order: Approvers have the ability to decline an order by clicking on the “Decline” button.
A confirmation message will appear asking if you are sure you want to reject the order? Click on “OK” to
confirm the order is declined.
Administrator:
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Frequently Asked Questions
This is the highest level access, they have the same abilities as the shopper and approver profiles and
are able to see all invoices (not orders/carts), created online by anyone under the account. They can also
setup/share/edit the department’s favourite's lists with all employees set up under their account.
*Note: this profile overwrites approval authority, they cannot be setup to have an approver authorize
their purchases*
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