Online Ordering Signup

Before you begin: You must have an active account with SWPlus in order to place orders online. To establish an account, you must fill out and sign a credit application. A credit application (in Adobe PDF format), may be found at this link:

SWPlus Credit Application

In general, customers who use SWPlus online ordering fall into one of two groups:

1. Order Approval Required: Typically larger customers, with multiple users ordering online, often with multiple ship-to addresses. Some users (called simply "users") may require that a higher-ranking user (called a "manager") must approve their orders. Low ranking users may be limited to specific ship-to locations, may only be able to order from a pre-determined "menu" of items, may be limited to a monthly "budget", and may have some features turned off, such as pricing.

2. NO Order Approval Required: Typically smaller customers, with one or two users that don't require orders to be approved by another user. Users may be restricted to certain ship-to addresses, but are generally allowed access to all the features of the site, including "browsing", setting up custom reorder lists, etc.

If you are a "NO Order Approval" user, you may fill out the "Company Name", "Account Number", "User Information", and "Order Confirmation Email" sections of the form and skip the rest. However, if you have more than one "NO Order Approval " user in your company, each user needs to fill out this form.

If you are an "Order Approval" user, please fill out the entire form for each user. It is recommended that the manager fill out the form for each user.

If you have any questions concerning this form, call the SWPlus help desk at 316-219-7239 or email helpdesk@swplus.com.

Select one: *

I am a 'NO Order Approval' user. I am the Manager of an 'Order Approval Required' Customer. I am a user that answers to the Manager of an 'Order Approval Required' Customer.

Company Name *

SWPlus Account Number *

You must have an active account with SWPlus in order to place orders online. If you don't have an account, you may find a link to a credit application at the top of this form.

User Information

First Name: *

Last Name *

E-mail: *

example@example.com

Phone Number *

Area Code Phone Number

Fax Number

Area Code Phone Number

New user or replacing someone? *

I am a new user, signing up here for the first time for my company and to the best of my knowledge I am the first user to sign up for my company. I am a new user, but there are other users from my company already signed up and actively using the online ordering system. I am signing up because I am replacing another user (or users) who has left my company or is no longer using the online ordering system. I'm not sure. Please send me a list of users set up for my company and I'll let you know if they can be deleted.

User being replaced?

If you selected 'I am replacing another user' above, please enter that user's name and/or email address above. You may enter more than one user if necessary.

Order Confirmation email addresses

Order confirmation emails automatically get sent to the user that placed the order. If you would like to send carbon copies of order confirmations to others, please enter those email addresses here. These email addresses do NOT have to belong to other online ordering users. For instance you might CC your boss, your assistant, the dock worker that receives the merchandise, etc. If you are filling out this form for multiple users, you do NOT need to fill out this section more than once.

Order Confirmation E-mail CC 1:

example@example.com

Order Confirmation E-mail CC 2:

example@example.com

Order Confirmation E-mail CC 3:

example@example.com

Order Confirmation email addresses by ship-to location

Order confirmation emails automatically get sent to the user that placed the order and any CC addresses that are specified in the previous section. If the user answers to a manager, the manager automatically receives an email of that order confirmation as well.

The system has the option of directing order confirmation emails based on the ship-to location of the order. The email addresses do not have to be actual sytem users. For instance, a building maintenance company may want to direct an order confirmation to the dock worker of the building they service. The order confirmation serves to alert the dock worker to expect an order to arrive there.

If you have need of this feature, enter (up to 3) email addresses, followed by the ship to location or locations for each email address.

If you are filling this form for multiple users, you do NOT need to fill out this section more than once.

Please note that we must have all your possible ship-to locations pre-entered into the system so that the online user can select them when they enter orders. Ship-to addresses typically get entered when we set up your account after receiving your completed credit application. If you are not sure if we have all your locations set up, please email helpdesk@swplus.com and ask us to verify your ship-to locations.

Email address 1:

example@example.com

Ship to Locations for Email address 1:

Email address 2:

example@example.com

Ship to Locations for Email address 2:

Email address 3:

example@example.com

Ship to Locations for Email address 3:

If you are a "NO order Approval" user or the Manager of a "Order Approval Required" customer (see above), you may stop here. You do not need to fill out anything below. We will assume you want to have access to all the available options on the site.

Order Review Managers

If you are an 'Order Approval Required' user and your orders must be approved by another user, enter the manager's full name here. If more than more manager may approve the orders, enter all the manager names that can approve this user's orders. If no review is required, enter "NONE" or just leave blank. The manager users must be set up as well, so this form needs to be filled out for each manager (in no particular order).

Order Review Managers

User's Ship To Locations

If this user is restricted to ordering for certain ship-to locations, please enter those ship-to locations below. Enter "ALL" for all locations.

User's Ship To Locations

Email CC Addresses for 'On Hold' Orders

If you want to send carbon copies of order confirmation emails for orders that are 'on hold' and require manager approval, enter those email addresses here. These email addresses do NOT have to actually belong to online ordering users. For example, these email addresses might belong to a person who serves as the manager's 'backup' when the manager is on vacation, etc.

On Hold Email CC 1:

example@example.com

On Hold Email CC 2:

example@example.com

On Hold Email CC 3:

example@example.com

Order Guides

Order Guides are system-generated lists of items previously purchased by the account within the last two years.

Master Guides include all ship-to locations combined on a single list.
Site guides include only items ordered by the currently selected ship-to location.

Users can be granted access to both Master and Site Lists, or Master only, or Site only.

User Order Guide Options

Master and Site Order Guides Master Order Guide Only Site Order Guide Only

Shopping and Reorder Lists

Shopping and Reorder Lists are menus of items created and maintained by users or managers themselves in an effort to organize and speed up the ordering process. For instance, rather than scroll through an 'order guide' listing hundreds of items, a user might create a shorter list of items they frequently order and label it 'quick list'. A manager might create a list for a subordinate user and restrict this user from ordering ONLY from this list.

Shopping lists simply display the items and allow the user to enter the quantities they wish to order.
Reorder lists allow the user to pre-enter 'PAR' inventory levels which allows the system to calculate the quantity to be ordered. For instance an item on a Reorder List may be assigned a 'PAR' value of 12 cartons, meaning they want to keep a maximum of 12 cartons on the shelf. The system allows the user to print the reorder list, which is used to take a quick inventory count of the items. The count reveals there are 7 cartons left. The user enters '7' in the 'QOH' (quantity on hand) blank of the Reorder List and the system subtracts 7 from 12 and puts the result (5) in the 'Quantity Ordered' blank.

The system also has an option to allow the user to create their own lists in excel and upload them to the ordering site.

Shopping / Reorder List Options (select all that apply)

Create Shopping / Reorder Lists Delete Shopping / Reorder Lists Upload Shopping / Reorder Lists

User Restrictions

Users may be restricted to using only Order Guides (which can be further restricted to a 'Site' (ship to location) Order Guide and / or Shopping and Reorder lists set up by their manager. Users set up in this way may search and browse the catalog, but they won't be able to ORDER anything not on their pre-defined lists.
Prices may be completely hidden from a user.
The Quick Entry screen allows the user to order items simply by entering an item number and a quantity. This is typically done using some kind of pre-printed order form that includes item descriptions and item numbers.
The Order History screen shows lists of all the user's orders previously placed from the web site. Reports can be generated showing totals for a specified date range by ship to location, product category, or individual item totals.
The Customer Service screen conains a variety of different options, including:
- A/R Activity
- View order 'POD' documents (signed delivery copies).
- View open order details (including orders NOT placed online)
- View sales dollar totals per month for the last 24 months
- View product totals (quantity and dollars spent) for the last 24 months
- Search for invoices (going back 10 years) using your purchase order number.

User Restrictions (select all that apply)

Restrict user to Order Guides and Shopping / Reorder Lists Hide Prices from user Hide Quick Entry option from user Hide Order History screen from user Hide Customer Service screen from user

Please verify that you are a real person. *