Staples Professional eway How-to Guides (PDF)

 

Please note that your account configuration may not allow all the features described in the Help Centre.

 

Getting Started

 

eway Quick Guide

Quick overview of eway's main features, home page, search, shopping cart, shopping lists, history...

Sign In

Sign In, forgot user ID, forgot your password

Accounts Selection and Favourites Accounts

Account selection, find accounts, favourites accounts

 

 

Managing Your Account

Edit Your Profile

Preferred payment Method, settings, vendor integrations, modify your password

Group Orders Management

Advanced or Quick Group order, manage invitations, process order

Order Approvals Feature

Create a group, define approvers and members, configure the rules, manage groups

Order Approval for Approvers

Approval chain, orders awaiting approval, display, decision, editing, locked order, history

Order Approval for Buyers

Warning message, select approvers, approval chain, editing, locked order, resent order notification email

User Management

Create a new buyer, select accounts, search for an existing user account, manage user accounts

Share a Credit Card

Modify my profile, share a credit card, stop sharing a credit card

 

 

Manage Addresses

Feature accessible to specific users, select a delivery address after logging in, manage delivery and billing addresses, manage cost centers, add delivery and billing addresses during checkout, select a cost center during checkout.

Manage Addresses - Administrator Guide

Feature accessible to specific users, select an address after logging in, manage delivery addresses, add addresses during checkout.

Manage Delivery Addresses - Access Level 1

Manage Billing Addresses - Access Level 1

Manage Delivery Addresses - Access Level 2

Manage Billing Addresses - Access Level 2

Manage Delivery Addresses - Access Level 3

Manage Billing Addresses - Access Level 3

Manage Delivery Addresses - Access Level 4

Manage Billing Addresses - Access Level 4

Manage Cost Centers - Access Level 1

Manage Cost Centers - Access Level 2

 

Products & Services

Product Search

Product categories, key words, narrow down search results, next day delivered items, results list, printer consumables, comparison tool, recommendations

Product Details

Quick view, view all details for a product

Place a Special Order

Reach the special order form, fill out the form

 

 

Order & Checkout

Manage and Create Shopping Lists

List types, private list, add items, create an order from a list, add a shopping list to the cart, delete a list

Manage Templates

Create and inquire a template, print or send a template by email, replace the cart's content with a template, edit or modify a template

Shopping Cart

Add items to your cart, cart summary, product details, view accessories, order total, remove items from the cart, options

Check Out

Place your order, fifty green, switch opportunities, product accessories, delivery details, payment, review and confirm, order confirmation

Modify Your Shipping Address During Checkout

Begin the checkout process, progress bar, delivery details

Create a Personalized Profile on eway

Feature accessible to specific users, user information, login information

Submitted Orders List

Reach the submitted orders list, view submitted orders

Backordered Items List

Reach the backordered items list, delete an item

How to Find Invoices (Quick User Guide)

Learn how to find an invoice or order with the Submitted Orders option or with the Find Your Order feature.

Find invoices and orders (Unauthenticated Users)

Search for an invoice or order with the Find Your Order feature. Detailed User Guide for Unauthenticated users.

Participate in a Group Order

Error message with the participation link, identification, search, quick add, add items from a shopping list, a flyer or a catalogue, rebates and offers, checkout

Find invoices and orders (Authenticated Users)

Search for an invoice or order with the Submitted Orders option or with the Find Your Order feature. Detailed User Guide for Authenticated users.

Shipping & Delivery

Furniture Special Delivery

Identifying special delivery products, options, contact, delivery messages, special delivery questions

Modify Your Shipping Address During Checkout

Begin the checkout process, progress bar, delivery details

Order with Scheduled Delivery on eway

This guide describes how you can select next day delivery or set a future delivery date for your order during checkout on eway.

 

 

Returns & Exchanges

Merchandise Return

Reach and fill out the merchandise return form

 

 

Mobile App

Approvals for Mobile Devices

Accessibility, select an order to approve, order summary, products ordered, approve or reject, navigation

 

 

Last Update : January 25, 2024

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