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NEW USER QUICK START GUIDE Create Account REGISTER Register using your account number found on your invoice by selecting Create Account in the top right of any page SHOP Search or browse product categories and add to cart as you go CHECKOUT Select the cart icon in the upper right corner to checkout Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

Pro Tip iBubbles throughout the site provide more information about features select one to access helpful info MANAGE ACCOUNTS Access the My Account menu in the upper right of any page or the My Dashboard section of the home page to quickly view account summary quotes carts order history and more Select Change Account in upper right of any page to view and switch job accounts or ship to accounts PERSONALIZED FEATURES Lists for frequently ordered jobs Address Book to easily select a Ship To heckout defaults for delivery shipping C and billing referred Will Call Branch for pickup and P inventory This will ensure your order is billed to the proper account Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

REGISTER SHOP DO YOU HAVE AN ACCOUNT NUMBER Yes No Find your account number on past invoice packing slip or reach out to your sales rep Click on Sign In Create Account in the upper right corner and choose Create Account then select Request NorthEast Electrical Account REGISTER Register using your account number by selecting Create Account in the top right of any page SHOP You will receive an email confirming your account is set up and ready to use within 1 business day Select the link within the email to sign in with your new username and password and begin shopping Extended Inventory Extended Inventory is product shipped directly from the manufacturer We don t stock it in our warehouse but it will be shipped to you quickly SEARCH Search for products or browse by category in the Shop All Products drop down menu Narrow search results with filters and see product availability at your default branch location Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

LISTS Use Lists to easily add items to your cart save them as a wish list or as an idea board for a new project CREATE OR ADD TO AN EXISTING LIST Quickly start a new list or add items to an existing list by selecting Add to List next to any product You can enter a quantity of the product before adding and it will be saved on the list making it easy to get the correct amount for your job every time you order from the list EDIT OR SHOP FROM A LIST Access and edit existing lists from the My Lists option in the My Account drop down menu CREATE A LARGE LIST Pro Tip Private vs Account Lists Private Lists are only seen by the User who creates the list Account Lists can be used by anyone on your account Using an Excel spreadsheet with part numbers you can upload a large list An Excel template and step by step instructions are available by selecting Upload List from the Lists page Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

PERSONALIZED FEATURES Pro Tip ADDRESS BOOK Create and manage your private addresses in the Address Book CHECKOUT DEFAULTS Select Checkout Defaults from the My Account menu to streamline the checkout process by setting defaults for delivery method shipping address billing method additional shipping options and delivery instructions Default options can still be changed during checkout Product availability in your Lists and Carts will be updated based on your will call branch Quickly access popular features from My Dashboard on your home page such as your account summary orders quotes lists carts and more WILL CALL BRANCH Set your default will call branch on the My Sales Rep Branch page from the My Account drop down Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

SOLAR PV SOLUTIONS OUR SERVICES SOLUTIONS QUOTES REQUEST A QUOTE 1 Select Request a Quote from the My Account drop down menu 2 Provide a PO Name Identifier for the quote a job name and a list of items needed You can also choose to upload a PDF spreadsheet text doc or image 3 Select Request Quote to submit Access quotes from the My Account drop down menu Use Quote Actions menu to print or request an update to your quote CONVERT A QUOTE INTO AN ORDER 1 Access your active quotes from the My Account drop down menu 2 Select the quote number you d like to view and once open select Proceed to Checkout Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

CHECKOUT MY CARTS iew your active cart by selecting the cart icon in the upper right corner of any screen Add V comments or additional items update quantities print your cart and choose a shipping option iew your active cart and all saved carts by selecting My Carts within the My Account menu V Select the Cart ID to view contents make edits duplicate or proceed to checkout SHIPPING OPTIONS We know it s important that you receive your order how and when you need it so you can choose to have your items delivered or pick them up at will call You can choose to have your orders ship complete or as the items become available request a delivery date or add notes for the delivery driver Get Access Buyer Approver functionality needs to be turned on by contacting your sales rep ORDER STATUS HISTORY DETAILS Select Orders from the My Account drop down menu to view order status and order details such as the order date billing information PO and more You can also print a PDF of your order details or add products from an order to your active shopping cart or a list ORDER APPROVAL Buyer approvers can easily view cart details and approve orders from the Orders to Approve page Select the blue cart ID hyperlink to view cart details add comments or update the PO Select the gear icon next to any order name and choose a new status or approve or reject the order from the cart details page Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

USER ADMINISTRATION Get Access NorthEast will need to grant at least one user Buyer Administrator rights prior to using this feature on any account APPROVE REJECT NEW USERS MANAGE EXISTING USERS Buyer administrators can approve or reject a user in the Users to Approve queue accessible from the My Account drop down menu in the upper right of any page once signed in Select the blue email hyperlink from the page to view request details make comments or approve or reject a user To update permissions for an existing user select User Management from the My Account menu once signed in Select a user s name in blue from the User Management page to view details for that user Select the edit icon to make updates to their profile Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

USER ADMINISTRATION BUYER ADMINISTRATOR An account level role that allows user to manage user accounts including approve deny disable enable edit or assign roles You can limit the accounts the user can administer Requires the Organization Participant role see below BUYER APPROVER An account level role that allows user to approve and reject orders User will see the Orders to Approve link and will receive approval request emails You can limit the accounts the user approves orders for Requires order workflow to be enabled and the Organization Participant role see below Pro Tip The name and contact information of your Inside Sales rep is listed at the top of the request form Reach out to them at any time with questions ORGANIZATION PARTICIPANT An account level role that allows user access to a specific account that is unrelated to the account they registered against User will see each account on which they are the Organization Participant in the Change Account and Confirm Account menus OTHER ROLES In addition to the account level roles there are many other roles that can be applied to users on the account including the ability to view pricing quotes order history pay with credit card submit orders order wire cuts and more For additional information on roles and permissions click Get Help menu in bottom right of any page Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

MOBILE APP QUICK START GUIDE 1 2 3 DOWNLOAD THE APP REGISTER START SHOPPING Apple Android available in the app store Use your account number eFill Scan Search Lists and many more Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769

SOLAR PV SOLUTIONS OUR SERVICES SOLUTIONS NEW USER QUICK START GUIDE iOS ANDROID 1 1 Open the site on your web browser Tap the Send To icon Open the site on your web browser Within the menu select Add to Home Screen 2 2 Tap Add to Home Screen Edit the shortcut name and tap Add 3 3 Edit name as desired then tap Add The icon will appear on your home screen Tap Add again to confirm The icon will appear on your home screen Use the Get Help menu at the bottom of any page for more instruction northeastonline needco com 800 897 1769