Import and submit an off-line order
Purpose
Use this procedure to import an order, saved in the Donaldson off-line order template, into DYNAMIC and submit for fulfillment.
Menu Path
Use the following steps to access Donaldson DYNAMIC:
•  Navigate to the Donaldson DYNAMIC Sign in page
•  Enter your username and password, and click Continue
 
Procedure
1. Follow the steps in Menu Path to display the Donaldson Company Store page.
Image   Donaldson Company Store page
2. On the menu bar, click Image to display the Active Cart page.
Image   Active Cart page
3. On the sub-menu bar, click Image to display the Off-line Order page.
Image   Off-line Order page
4. In the Ship-to Address box, click the dropdown arrow and select a ship-to address for this order.
5. Click Image to display the Choose File window.
Image   Choose File window
6. Find and select the order file you want to import.
7. Click Image to return to the Off-line Order page.
The file name and path are now shown in the Off-line Order section.
8. Click Image to import the order file into DYNAMIC.
The Uploading page is displayed while the file is being imported.
Image   Uploading page
9. After the file has been imported, the items are added to the cart and displayed on the Active Cart page.
Image   Active Cart
10. Verify that the items and quantities are correct for this order.
If a quantity must be changed, enter the new quantity for the item and click Image .
If an item must be removed before placing the order, click Image for that item.
11. Click Image to display the Shipping Information - Header Level page
Image   Shipping Information - Header Level page
12. Complete or verify the information in the following fields:
• Order Type
• Shipment Priority
• Shipping Method
• Freight Carrier Account Number
• Ship Partial
• Order by Customer
• Order by Contact
• Ship-to Customer
• Ship-to Address
• Requested Shipping Date
 
13. Click Image to display the Payment And Billing Information page.
Image   Payment And Billing Information page
14. Complete or verify information in the following fields:
• PO Number
• Third Party PO
• Country
• Order by Customer Name
• Order by Contact Name
• Bill-to Customer
• Bill-to Address
15. Click Image to display the Review Order Details And Confirm page.
Image   Review Order Details And Confirm page
16. Verify that the items, quantities, and order information on this page are correct.
If a quantity must be changed, enter the new quantity and click Image .
17. The Availability is unknown message appears if inventory is not immediately available.
Click Image near the message to request notification of inventory availability information.
18. In the Comments box, enter any additional information you want noted about this order
19. When the order is complete and accurate, click Image to submit the order.
The Order Confirmation page is display
Image   Order Confirmation page
20. Scroll to the bottom of the page and click Image to print a copy of the order for your files.
The Print dialog box is displayed.
21. In the Print dialog box, click Image to print the order.
You are returned to the Order Confirmation page.
22. Click Image to return to the Donaldson Company Store page.
23. You have entered item numbers and submitted them as a stock order. You may now:
•  Continue working in Donaldson DYNAMIC.
•  Click Image to exit Donaldson DYNAMIC and return to the Donaldson public Web site.