Retrieve a shopping list and submit for order
Purpose
Use this procedure to add the items from a shopping list to your active cart, and then submit as an order.
Overview
A shopping list is a list of items and quantities that have been saved for use in future orders. Shopping lists are generally groups of items that are ordered together on a regular basis, or a smaller group of items that can be added to any order as needed. They allow you to quickly re-order groups of items, eliminating the need to re-enter item numbers for each order.
To place a new order using a shopping list, select a list from the Shopping Lists page. This displays a table of shopping lists you have saved. After adding a shopping list to use active cart, the process for placing the order is the same used for any other item selection method.
Quantities for shopping lists items can be changed after they have been added to the active cart, and without altering the saved shopping list quantity. Changing a quantity, entering a quantity of zero, or deleting an item after it has been added to the order will not alter the original shopping list.
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.
2. On the menu bar, click
to display the
Active Cart page.
3. On the sub-menu bar, click
to display the
Shopping Lists page.
4. To select a shopping list you want to add to your order, you may either:
• Click
in the
Select column for the shopping list you want to add to order. Go to
step 5.
OR
• Click the name of the shopping list to display the
Shopping List Detail page, and then click
near each item you want to order.
5. Click
to display the
Save Active Cart page.
6. If not already selected, click
near
*Add to Active Cart to indicate that the items should be saved to the active cart.
7. Click
to add the items to the cart.
The Active Cart page is displayed.
8. 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
.
If an item must be removed before placing the order, click
for that item.
9. Click
to display the
Select Ship-to Address page.
10. In the
Ship-to Address field, click the dropdown arrow and select a ship-to address for the order.
11. Click
to display the
Shipping Information - Header Level page.
12. Complete or verify the information in the following fields.
13. Click
to display the
Payment And Billing Information page.
14. Complete or verify information in the following fields:
15. Click
to display the
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
.17. The
Availability is unknown message appears if inventory is not immediately available.
Click
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
to submit the order.
The Order Confirmation page is displayed.
20. Scroll to the bottom of the page and click
to print a copy of the order for your files.
The Print dialog box is displayed.
21. In the
Print dialog box, click
to print the order.
You are returned to the Order Confirmation page.
22. Click
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
to exit Donaldson DYNAMIC and return to the Donaldson public Web site.
Donaldson Company Store page
