1. finance
2. bank
3. bank account

Manual
Updated: 3/2014
Commitment. Relationships. Trust.
.com
Welcome to Leedstone.com Thank you for doing business with us. We hope you’ll find our new website to be informative, intuitive and resourceful, with: •
•
•
•
•
Faster reordering Enhanced searchability More complete product information Complete order history Resources and charts We sincerely appreciate the opportunity to partner with you in all your animal health needs. Please let us know if you have any questions as you navigate and purchase through Leedstone.com. Sincerely, Your Leedstone Family INTRODUCING LEEDSTONE.COM Table of Contents Overview 3 -­‐ 4 Shopping Leedstone.com 5 -­‐ 8 Shopping Anonymously Setting Up a Leedstone.com Account Placing an Order Coupons and Promo Codes Rx/Prescription Orders Navigating My Account Leedstone Lists My Veterinarians Order History Full Account Access 5 5 6 -­‐ 7 7 8 9 -­‐ 11 9 10 11 12 Current Order History & Tying Accounts Other Important Information 13 P a g e | 3 INTRODUCING LEEDSTONE.COM Overview (Enhancements/Highlights)  Faster performance  Improved Search Capabilities—Search by: o
o
o
o
Product names (slang and informal names too) Main words/keywords associated with the product Item numbers  Catalog numbers and item codes  MFR or UPC numbers Filtering—see a list of products in order according to price or manufacturer/brand  Anonymous or registered shopping  Improved Shopping Experience (Pgs 5-­‐8) o
o
o
o
o

Easy cart access Volume pricing shown beside products Faster checkout for account owners User-­‐friendly Rx orders (Pg 8) for account owners (with a submitted veterinarian prescription) Quick, convenient reordering for account owners Product Groups—multiple sizes and types of the products on one page; select more than one Figure 1 size/type, compare volume discounts, and hazardous vs. non-­‐hazardous sizes 
More complete product information (Figure 1): o
o
o
o
Short description alongside photos, sizes, types, colors, etc. Product Details—with Features/Benefits and Specifications Instructions for Use—dosage, administration and usage Product Library—an area continually growing with more product references and resources o
 Please note: this tab will not display if there is no information behind it Customer Reviews—submit your feedback, ratings and reviews on products Easier registration (Pg 5)—less information required; more privacy  My Account—features to help you manage orders and information (Figure 2)  Leedstone Lists (Pg 9)—personalized lists you create, name and save for future planning 
and fast purchasing 
Order History (Pgs 11-­‐12)—quickly find the items previously purchased and details regarding each order (online or through Customer Care); even back 2 years! 
Personalized Accounts (Pg 12)—when set up with you by Leedstone o
o
o
o
Figure 2 
Customized pricing and promotions Tax/tax exempt Delivery options specific to your account Ability to link multiple accounts together Electronic Catalogs—full color; easy to use with click-­‐to links to products and vendors; full e-­‐commerce customers can order directly from the catalog! Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 4 Enhancements/Highlights (continued)  Footer Links o
o
o
o
Charts (Figure 3)—updated/added, interactive reference charts; your resource for product and program information Forms—prescription forms, ID tags, tax exempt and order forms are now online; complete and submit them online; or print them off, complete them manually and send them in via Fax or USPS Dr’s Choice and Leedstone Lists—landing pages tell you about the programs and link you to view more information Updated company information (Figure 4)—our story, policies and landing pages  New look and feel o
o
Product ads and links—throughout the website New icons (Figure 5)—calling particular attention to an item Figure 4 Figure 3 Figure 5 Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 5 Shopping Leedstone.com Shopping Anonymously Of course, you can shop Leedstone.com without an online account, just as you would otherwise. The difference between shopping anonymously and having a Leedstone.com account is that nothing is retained from one purchase to the next. Each time an anonymous shopper makes a purchase, he/she starts from the beginning and will have to re-­‐enter: •
•
•
Item searches (with no purchase history or lists to follow) Billing information Shipping addresses You would be unable to: •
•
•
Order prescription items Receive pricing, tax information or delivery options specific to your account Choose special payment options specific to your account Setting Up a Leedstone.com Account (Figure 6) It’s easy to create an account, with less information required: •
•
•
•
First Name Last Name Email address (User Name) Password When you hit ‘Submit,’ you will get a confirmation/welcome email* within minutes! Figure 6 *Watch your inbox for confirmation and your code to get $10 off your first online order over $10! No expiration. Limit 1 per account. (Pg 7 “Coupon Codes”) Please note: For your privacy and security, Leedstone.com allows only one email address, user name and password per online account, which also allows a more personalized experience. We encourage you to create your own online account and have each colleague/location create their own accounts to share information. Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 6 Shopping Leedstone.com (continued) Placing an Order From your account Dashboard, Leedstone List or Order History (Pgs 9, 11-­‐13), you can select either an entire list or part of one, enter the quantities needed and proceed to checkout; then choose your ship-­‐to address and bill-­‐to address—all with just a few clicks! There are many options and features within the purchasing process: 1. Select item: Search/find each product, entering the quantities, and pressing “Add to Cart” for each. a. Volume discounts/case pricing is shown below the regular prices on the product pages; the total will update automatically as you enter case quantities in your order. b. ‘Let’s Make a Deal’ pricing still requires calling in as it does today. a 2. Cart Icon (Figure 7a): Hover over (or click on) the cart icon in upper right corner of your screen. a. View Cart—to see the full order, change quantities, enter promotional codes and see which items need prescription forms (Figure 7b). i. Coupon (promotional) Codes (Pg 7) b c ii. Prescriptions (buyers need to be logged in) (Pg 8). b. When ready to place the order: i. Use the ‘Proceed to Checkout’ button (Figure 7c). Figure 7 ii. OR: Click ‘Checkout’ at the bottom the cart page after adding a product to the cart. c. If not logged in, the ‘Checkout’ button offers you the option of signing in at that time, or checking out as a guest. 3. Billing Address: If you’re an account owner, you’ll already have your billing address filled in for you, and you can simply hit ‘Continue’; anonymous shoppers will need to type in their name, address, phone and county information. a. County information is required for tax purposes; varying counties are taxed at different rates. b. A default is set on this page for the Shipping Address to be the same as the Billing Address; if preferred, you can select ‘Ship to different address’ here. 4. Shipping Address: If you select ‘Ship to different address,’ a Shipping Address page will appear next. Here, you can select from all the addresses you have entered as an account owner or enter new address and fill in the information (as anonymous shoppers will do). 5. Shipping Method: On this page, you can see your shipment options and the cost of each, and will be able to select their preference (Pg 8; Figure 11). Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 7 Shopping Leedstone.com (continued) 6. Credit Card: Although My Credit Cards is on your dashboard list, for your security, credit card information will not be saved from transaction to transaction. You will be able to enter your preferred method of payment each time you shop. 7. Order Review: This is the final review of your order and total cost, complete with tax, shipping and handling and any other fees that may have been added (hazardous, excessive weight, etc.). 8. Place Order: Completes the order. You will see a ‘Thank you for your purchase’ page (Figure 8), letting you know the order has gone through. It will also have your order number for your purchase. From here, you can print your order, continue shopping or log Figure 8 out/close your browser. Other Important Purchasing Information – Coupons and Promo Codes Have a Coupon Code? Coupon or promotional codes are created for many of our discount promotions (catalogs, mini-­‐magazines, print ads, postcards, etc.). You may use these codes when purchasing from Leedstone.com just as you do when calling in an order. For Example: When new account owners receive their confirmation email after opening an online account, they will get a promo code for $10 off their first online order over $10. (This promo code is only be valid on an online order. Limit 1 per account.) •
Promo codes are entered in the first ‘Checkout’ page in the bottom right (Figure 9a) Please note: Coupon or promo codes are not case sensitive. However, you will need the correct symbols and spacing in the correct places. a Figure 9 Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 8 Shopping Leedstone.com (continued) Other Important Purchasing Information – Rx/Prescription Orders All prescription (Rx) products require a prescription form submission each time an order is made. •
•
Rx shoppers must be logged in as a registered customer From product detail page, reorder history and Leedstone List pages: o You can add the needed Rx items to cart o At the Cart level, you are required to complete an Rx form for each prescription product in the cart  The ‘Checkout’ button will remain grayed out until all required forms are completed  There will be a red message on each product line where a form is yet to be completed The good news is, with Leedstone.com account, it’s a very fast process when you have your My Veterinarians page completed. There are only a couple clicks each time you complete a prescriptions form: 1. Select a Vet (Figure 10) If you have your veterinarians entered in the My Veterinarians area, simply select the appropriate one, and it will auto-­‐populate to the form If you don’t have your vets saved, you’ll need to manually complete the form each time, with: Vet Name, Clinic Name, Phone Number, Fax Number 2. Allow generics? Figure 10 Yes or No Please note: Although you are submitting these forms online, they are still being processed through our pharmacy as they are today. For more information on prescription forms and pharmacy policies, please see the Rx Q&A sheet “Answering Your Most Common Prescription (Rx) Questions” included in your packet. Ship as Ready Fee (Figure 11) For orders with an Rx product, the order could be delayed because the prescription is yet to be submitted, we give you an option (during the checkout process): •
•
Have your order held until all items are available to ship as one complete shipment (no additional fee) Have your products shipped as they are available for one additional fee of $7.95 This is for Rx items only. If non-­‐prescription items in your order are out of stock, we will still call you to let you know. Figure 11 Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 9 Navigating My Account Your ‘Account Dashboard’ From your My Account area, you can navigate through many new and enhanced options and capabilities, including: •
•
•
•
•
Account summary Up to 2 years’ complete order history Multiple ship-­‐to addresses (Pg 10; Figure 13) Multiple payment options And more! My Leedstone Lists* (Figure 12)—Create lists of preferred products and organize them to help manage business! •
•
•
•
•
•
•
Create an unlimited number of lists Edit, delete and add products to each Name and save as you prefer, for example: -­‐ by time of year—Spring Vaccines; -­‐ by herdsman—Jim’s List; -­‐ by location—Meadowbrook Farm Move products from list to list Reorder entire list or select items in just a few clicks! Share list(s)—send your lists to other account owners View product history (last 3 entries/activity) in 1 click Figure 12 Creating a Leedstone List After logging in to Leedstone.com, account owners can create, edit, add and share Leedstone Lists; and we can help you get started! •
•
From the My Account area: o Go to My Leedstone Lists o Click Create List and enter the name Or, from any product page, click on “Add to List” button o Select Create New List and enter the name o If you already have lists created, you can choose the list you want to add the product to, from the drop-­‐down menu *Each product resides in Leedstone Lists at a quantity of ‘0’ to avoid accidental ordering. You can go through the list, adding your quantities (using either ‘Tab’, ‘Arrow’ or ‘Enter’ to get to the next product). When you add your order to the cart, the list resets back to ‘0’. And, when you ‘View History’ the quantities you ordered will be there. Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 10 Navigating My Account Account Information—Add to or edit passwords, contact information, etc. Address Book (Figure 13) Enter multiple addresses for faster checkouts to multiple business locations. Note: If accounts are linked, billing default will be overwritten with the main account it is linked to. Ship-­‐to addresses are not shared. Figure 13 My Veterinarians (Figure 14) Store a list of your vets’ names and contact information. This helps you quickly and easily contact vets when you need a prescription and/or let us know where the prescription is coming from. (Note: This list is NOT shared in linked/tied accounts.) Figure 14 My Pets (Figure 15) With Leedstone.com, you can manage the health of your pets and keep all the information in the same place by adding: •
•
•
•
•
•
Breeds Genders Weights Dates of birth Allergies/medical conditions Medications Figure 15 Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 11 Navigating My Account Order History (Figure 16) •
•
•
Quickly view the products you ordered in a specific time period Reorder items from previous web orders in just a few clicks! View orders for multiple locations and times of year a Order History Views (Figure 16a) There are 3 ways you can view your orders; some are interactive while others are not. They each serve specific functions: •
•
•
Figure 16 Web Orders (interactive)–view, click and reorder All Orders (not interactive)–view a complete 2-­‐year order history of your account Products (not interactive)—list alphabetically or by manufacturer to view a total of that product for the defined date range; clicking the order number will bring viewers back to that order Changing Passwords (Figure 17a) Reset your account password at any time, by simply pressing “Change Password” in their Account Dashboard. An email will auto-­‐generate and appear in your email inbox, asking you to reset your password. b a Figure 17 Newsletters—although Newsletter subscriptions is listed on the My Account home (Figure 17b), it is a future plan and is not available at this time. Feel free to sign up and we’ll contact you when it’s available! Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 12 Full Account Access Already have an online account with us? You can access your previous order history and account information (special pricing, payment options, tax exempt status, etc.) on our new site! If we haven’t already contacted you with your new account information and auto-­‐generated password, give us a call and we’ll set it up for you. From there, you can edit your password and add information, as you prefer! By creating an account and/or linking your history, you can: •
•
•
•
View purchases made up to 2 years ago Click through orders without re-­‐entering: o Billing information o Ship-­‐to addresses Order prescription items o Enter Veterinarian contact info once; click to it in future orders Get your payment options, special pricing, tax-­‐exempt status, special delivery options added to your account, etc. a Figure 18 Please note: Order history can take up to 12 hours to process (most of the time, it is immediate). Tying/Linking Accounts Together—If you have more than one online account, you can connect them together on Leedstone.com. Tying accounts together offer you: •
•
•
•
One bill-­‐to address Complete order history for all locations once linked (Figure 18a) Same price level, tax classification and any special terms or delivery options View everything in one My Account area to help manage all of the accounts To link accounts together please call us. For your security, we will verify account ownership and details. Important Information about Linked Accounts—All linked account owners will see ‘all’ orders placed between accounts (except pre-­‐linkage web orders) •
•
All account owners of linked accounts can change billing information; each has those administrative rights to the account (and each person will be able to see and use this information) In-­‐store pickup, route delivery, milk check deduct and in-­‐house charge accounts remain at the accounting level. If these should be set up for online use, let us know and we will verify, then set them up for you If, at any point, you want to revert an associated account, we can do that for you. Just give us a call at 877.608.3877. Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service P a g e | 13 Other Important Information Regardless of how many accounts you want to create, we can help you create your accounts. You will get an auto-­‐generated password to keep your privacy and security safe. We encourage you to log in after you get your auto-­‐generated password via email and change it to something you will easily remember. We hope you enjoy learning all the ways you can make Leedstone.com your go-­‐to online store and information resource. As you navigate through your new account, please don’t hesitate to give us a call if you have any questions or concerns! As always, besides ordering online, you can order by phone, email, Fax or mail as you have in the past. Customer Care Team: 877.608.3877 Email: [email protected] Fax: 877.223.3783 Online: www.Leedstone.com Mail: PO Box 219 222 County Road 173 SE Melrose, MN 56352 Again, thank you for working with us at Leedstone and for being such a valued customer. Customer Care – 877.608.3877 www.Leedstone.com Animal Health & Pharmacy / Dairy Equipment & Service / Energy Solutions / Farm Delivery Service