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In order to follow this guide, you will first need to be logged in to your Codex account
The focus of this guide is
If there are any incorrect contact details, notify your account manager or get in touch with Customer Support.
The address you provided when setting up your account is the address that will automatically be populated in this section.
You can add alternative addresses by selecting , however this is only available if your Codex account authorises you to do this. If this function is not available on your account, simply contact your account manager or get in touch with Customer Support and request it be enabled.
Once it is enabled you may add new addresses for delivery.
To enter your address manually simply click the dropdown arrow to expand the Delivery Details Section
|After adding an item(s) to your basket, navigate to the basket page by clicking on the basket icon in the left corner of the screen. Your basket preview will then appear.
|Next, click the To Basket button and you will be brought to the Basket page.
On the Basket page you can review what item(s) you have added, adjust quantities, remove items and select Cost Centres.
In order to save your basket, go to Basket Options and select Save Basket from the drop down menu.
You will be asked to name your Saved Basket and be given the options:
LOAD AND DELETE BASKETS
|Find all your Saved Baskets by clicking the My Account icon in the top left corner of the screen, then select Ordering > Saved Baskets.
You will then be brought to the Saved Baskets page:
|After adding an item(s) to your basket navigate to the Basket page
|On the Basket page, you can enter your coupon code to the section above CHECK OUT SECURELY.
You will then be brought to the Contract Items page. Here you have a number of options:
As you browse products on the store you can use filters to ensure contract only products are shown.
When you are looking at products within a category, open More Filters and toggle on ‘Display contract products only’, now only products within your contract will show on the page.
This can also be done in your Favourites lists
Cost Centre is the term used for where the cost of a purchase(s) is to be sent to within a business. Some businesses may only have one but larger ones may have more i.e HR, Accounts or Finance.
Cost Centres can easily be set up on your account, simply contact Customer Support and this can be arranged.
|Navigate to Cost Centres by clicking the My Account icon and selecting Cost Centres from the menu. Here you will see all of the Cost Centres associated with your Codex account.
You can also access your Cost Centres via your Account Dashboard
|To view a breakdown of your Cost Centre spending simply hover your cursor under the Current Amount section. You can also do this by clicking 'view' to inspect the Cost Centre.
|Hover your mouse cursor over the Favourites tab at the top right of your screen. Then select + New List.
Input the name of your new list. You will also be asked to select whether it is a Personal Favourites List or a Company Favourites List from the drop-down menu. This is to help differentiate lists when multiple users are on the same account.
Your Favourites List has now been made. Find your list by hovering over the Favourites tab and clicking your selected list from the options provided.
To add a product to your Favourites List, there are a few ways:
Option 1: Search Bar
When you first create your list, it is empty. You can easily search a product in the search bar if
you have the product name or code available.
Option 2: File Import
You can import a simple EXCEL spreadsheet with a list of all the product codes you would like in your list.
After successfully adding a product to your Favourites List you will see a pop on the screen confirming this.
Always make sure to check that you are adding the product to the correct Favourites List.
Find your list by hovering over the Favourites tab and clicking your selected list from the options provided.
In your Favourites List page, simply remove a product by clicking the icon on the right side of the product.
Being an approver of an account means you can control and authorise orders and budgets. There can be multi-tier approvals as well as approval workflows of order confirmation that can be set up on your account. If you do not have this facility on your account and you would like to have it set up, contact your account manager and we can have this arranged for you.
The user that needs an order approved. Any user can be setup to have any other user approve their orders.
This is a standard approver.
This is a standard approver that can also edit orders. They can Approve or Reject. They can also edit orders
This is a standard approver that can also approve other approvers orders
HOW THE APPROVAL PROCESS WORKS
STEP 1: ORDER REQUIRES APPROVAL
Once a user places their order they will be notified that their order has been sent for approval. This user is now a 'requester'
Users can view all Order Approval requests via the Orders widget on their account Dashboard. Simply click the Awaiting Approval tab in Orders to see the status of order requests.
STEP 2: ORDER REQUIRES APPROVAL
An Order Approval email is sent to all approvers selected as an approver for a 'requester'. When an Approver wishes to review an order request they will need to navigate to Orders on their account Dashboard then click the Awaiting Approval tab.
After selecting an order to view, the approver will have an option to 'Accept' or 'Reject' this order. Once an order is approved the status of the order will change to 'In Progress'. This is status will also update for the requester.
- If an approver is not selected or the order is beyond any of the approvers settings of all of the approvers this email is sent to the Account Admin set for the account.
- If an Executive Approver is selected, once the previous approver has approved the order, the executive approver will receive this email.
- Once the order is approved it will immediately be processed.
ORDER NOT APPROVED
In the case that an order is not approved, an update email will be sent only to the requester who's order was rejected
As part of the first phase of development in our continuous improvement program, we have redesigned our main menu from the ground up. The objective was to make navigating the Codex website easier and more intuitive. Our team utilised data and analytics to design a menu that is both aesthetically pleasing and user-friendly.
Codex has developed a simple and effective dropdown menu system that makes it easier to use and navigate. Categories, subcategories and quick links are now just a hover away. This will reduce the time it takes to find your desired item.
The new menu adapts to your viewing environment, whether it's scrolling down the page or even viewing on a mobile phone.