User Guide for 2019 Website

1. Website User Guide
Welcome to FuquaCompanies.com!

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Contents
Customer Service ..........................................................................................................................................2
Quick Entry....................................................................................................................................................3
ReOrder List ..................................................................................................................................................4
Shopping List.................................................................................................................................................4
Creating Shopping Lists and ReOrder Lists .................................................................................................4
Adding Products to your ReOrder or Shopping List ....................................................................................4
Order History ................................................................................................................................................5
Creating Invoice History Reports................................................................................................................5
Order Guide ..................................................................................................................................................6
User Management ........................................................................................................................................7
To Edit a User or Regional Manager...........................................................................................................7
Regional Manager Order Approval.............................................................................................................10

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To set up your online account, please request your log-in information by emailing us at
info@fuquacompanies.com. After you login, you’ll be automatically sent to our B2B Homepage.
The pages located on the top of the webpage have various tools to make your ordering process
more efficient.
Customer Service
Provides you with real-time information in regards to your account such as, Accounts Receivable
with signed Proofs of Delivery, Order Status, Product Usage, Sales History, and Customer PO
Search.
View real-time accounts receivable activity, such as recent payments, credits, invoices, and
proof of delivery.
Display active orders and their status as well as any backorders.
Display total dollar sales for the past 24 months.
Compares the current and previous years by product. You can search by Product Code (case
sensitive).
Allows you to search by your own purchase order number; for any PO, open or closed.

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Quick Entry
Allows you to quickly place an order by typing in each item’s product ID and desired quantity.
The product’s ID is located in the column beside the product image.

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ReOrder List
Manage and create custom lists of frequently ordered products as well as the correlating
quantities. These lists are designed to make it easier for you to manage your inventory levels.
Reorder lists are tied to specific shipping locations.
Shopping List
Designed so that you can set up and maintain lists of products that you are interested in buying
or don’t frequently purchase.
Shopping lists are tied to specific users.
Creating Shopping Lists and ReOrder Lists
1. From either the ReOrder List or Shopping List, click “Manage”
2. Click “Add”
3. Enter a name for your new list and click “Save”
Adding Products to your ReOrder or Shopping List
1. Use search bar or the “Order History” page to find an item you’d like to add.
2. Click to add to a ReOrder List. Or click to add to a Shopping List.

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Order History
Order History allows you to view all of the orders that you have placed with us. Select your
starting date and your ending date using the calendar date selection.
Creating Invoice History Reports
The ‘Reports’ button generates customized Invoice History Reports based on the criteria you
select. These reports will provide you with invoice specific reports on the following:
• Category/Item Totals – view the total amount spent in each category (chemicals, paper,
equipment, etc.) as well as the items.
• Category/Item Totals by Location – view the total amount spent in each category as
well as the items broken down by each location.
• Item Totals – view the total amount spent on each product.
• Item Totals by Location – view the total amount spent on each products in each
location.
• Location Totals – view the total amount spent in each location.
After you generate a report, you have the ability to export it into an Xcel spreadsheet by
selecting the button.

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Order Guide
Contains a list of all the products you have previously purchased from us.
The Master List displays all of the previously purchased products from all locations.

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User Management
The two different types of accounts, Regional Manager (RM) and User, are useful for customers
with multiple locations. Each ship location should have a User account for the purchasing agent
of that specific location. The RM account is controlled by the manager that oversees and
approves orders at each location.
Regional Managers can set up, edit, and delete Users with the same level profile/permissions as
themselves or lower. Regional Managers may also set up spending limits for the Users and control
their permissions.
Spending Limits – Allows the manager to select a time period and a dollar value. For further
controls on individual Users, there are user spending limits as well as per order spending limits.
To Edit a User or Regional Manager
Select the pencil button on the line of the User you’d like to edit.

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The Permissions tab allows the RM to edit what is visible for the User and what the User is able
to do.
Controls the pages that the User views in their top webpage
Control if the orders the User places need to be reviewed by the RM
Uncheck to allow User to view all products we offer
Manage the User’s ability to edit lists
Manage which Order Guides the User can view

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The Spending Limit tab provides you with the option to set up a maximum spending amount for
each User.
If the Spending Limit is reached by the User, the order will automatically go on hold.
You can choose to create either a
one-time spending limit…
Or you can create a reoccurring spending
limit that automatically renews when at a
time period you select.

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Regional Manager Order Approval
The Regional Manager will receive an e-mail alert when one of the Users create an order only if
the ‘PO OnHold Review’ box is checked in the Permission Tab. The RM must login and approve
the order manually.
1. Review your On-Hold orders by clicking on the Order ID to see the details.
2. If everything looks correct on the order select Approve Order. If the order needs adjusting, select Edit
& Approve Order to edit the cart, PO, and instructions. If you want to delete the order select Reject Order.

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If you have any questions or need any further assistance, please contact us at
318-255-6691.
You may also email us at info@fuquacompanies.com
or fax us at 318-230-7730
From all of us here, thank you for your business.
We look forward to serving you!
Fuqua Paper Supply
189 Haddox Road
Ruston, LA 71270