Transcript Placing Orders with WebCRD

Session Agenda
 What is WebCRD?
 The four ways to place an order
 Placing an order from an application
 Uploading a document
 Placing a Catalog order
 Placing a Special Order
 Viewing an order’s status
 Managing your WebCRD Profile
 Additional Help
 Session Summary
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What is WebCRD?
A web based software tool for submitting
orders to the Print Shop
 Secure
 Easy
 Complete
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Ways to Place an Order
1. From an Application (Word, Excel, PowerPoint, etc.)
2. Uploading a File
3. Placing a Catalog Order
4. Placing a Personal Catalog Order
5. Placing a Special Order
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1. Placing an Order from an
Application (SurePDF)
What is SurePDF?
 A Print driver that allows you to convert a native file into a
PDF format.
Why Use SurePDF?
 Creates an unchangeable document that embeds all
fonts, graphics, and formatting
 Streamlines the ordering process
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1. Placing an Order from an
Application (SurePDF)
1.1 From a Windows application
 Select File > Print
 Select the WebCRD Printer
 Click Print
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1. Placing an Order from an
Application (SurePDF)
1.2 Click Accept
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1. Placing an Order from an
Application (SurePDF)
1.3 Log into WebCRD
 Select ‘Tacoma Account’ and enter User ID and Password
 Click Login
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1. Placing an Order from an
Application (SurePDF)
1.4 Document added to Cart
1.5 Choose either:
 Continue Shopping – allows you to add additional items to
the order
 Checkout – Add the single item and takes you directly to the
Cart
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Ways to Place an Order
1. From an Application (Word, Excel, PowerPoint, etc.)
2. Uploading a File
3. Placing a Catalog Order
4. Placing a Personal Catalog Order
5. Placing a Special Order
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2. Uploading a File
Allowed File Types:
 PDF
 GIF
 PS
 PNG
 PGM
 JPEG
 DOC, DOCX
 HTML
 XLS, XLSX
 PPT
 HTM
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2. Uploading a File
2.1 Access WebCRD at: https://webcrd.tacoma.k12.wa.us/
2.2 Select ‘Tacoma Account’ & enter your User ID and Password
2.3 Use Upload a File > Browse
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Ways to Place an Order
1. From an Application (Word, Excel, PowerPoint, etc.)
2. Uploading a File
3. Placing a Catalog Order
4. Placing a Personal Catalog Order
5. Placing a Special Order
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3: Selecting From a Catalog
What is a Catalog?
A collection of print and/or non-print items that are made
available to all WebCRD users or only to specific users.
The available catalogs for our training are samples
taken from the Arlington catalog
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3. Selecting From a Catalog
3.1 Use Search Catalog
 Enter item/document name and click Go
or
 Click Advanced Search
or
 Click Go button
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3. Selecting From a Catalog
3.2 Enter quantity
3.3 Click Add to Cart
3.4 Click Cart link
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Ways to Place an Order
1. From an Application (Word, Excel, PowerPoint, etc.)
2. Uploading a File
3. Placing a Catalog Order
4. Placing a Personal Catalog Order
5. Placing a Special Order
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4. Selecting From My Files
What are My Files?
A collection of your documents that you upload and
configure for printing ahead of time.
How to Set Up:
Use Manage Files to:
 Create Folders
 Upload Files
 Set Retention Time
 Set Print Options
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4. Selecting From My Files
4.1 Use My Files
 Enter item/document name and click Go
or
 Click Advanced Search
or
 Click Go button
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4. Selecting From a Catalog
4.2 Enter quantity
4.3 Click Add to Cart
4.4 Click Cart link
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Ways to Place an Order
1. From an Application (Word, Excel, PowerPoint, etc.)
2. Uploading a File
3. Placing a Catalog Order
4. Placing a Personal Catalog Order
5. Placing a Special Order
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5. Placing Special Orders
What are Special Orders?
Orders where an electronic copy of the document is not
uploaded to WebCRD.
Common Special Orders:
 Hardcopy documents
 Files on CD or USB
 Files that are not accepted for uploading
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5. Placing Special Orders
5.1 Use Special Orders > Go
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Submitting Orders
 All items are placed in Cart
 Set Print Options, Shipping, and Billing information
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Submitting Orders
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Submitting Orders
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Submitting Orders
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Submitting Orders
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Submitting Orders
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Order Status and Re-Orders
 Click Orders link
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Managing Your Profile
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Managing Your Profile
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Managing Your Profile
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Additional Resources
 Online Help
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Additional Resources
 Getting Started Guide
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Additional Resources
 Placing Orders Task Aid
 Access at:
 The Print Center
 Access at:
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