Welcome to the Samios Plumbing website. We are here to assist you in enhance you’re your workflow and your experience with us. This quick article will help you get the basics to get going.
Logging into your Samios Plumbing Online Account
To utilise the multiple features of the Samios Plumbing website, you will need to log in first.
To log in, simply go to my account icon and type in your username and password. The username format is 'sam' followed by your account number e.g. sam12345.
Here you can access your My Account, My Company, Orders, Favourites, Change the branch you are shopping at, create a new password or sign out of your account.
Reset My Password
Help! I’ve forgotten my password. Don’t worry we’ve all been there, and it’s really easy to reset your password. Simply click the My Account Icon, go to the 'Forgot my password' link and insert your email address allocated to your account.
A link will be sent to your account and simply follow the prompts to reset your password.
Introduction To My Account
The Samios My Account Dashboard is the central control hub of the online features. Here you can access the following options: Orders, My Favourites, Quotes, Account Statements, Invoices & Account Details.
Find your current order history and (if you have access) view orders that require approval.
Current Order History
You will find all of your previous orders here and you can also search for any orders via:
- Order Number
- Purchase Order Number
- Order Number
- Purchase Order Number
Do you have a consistent basket of goods that you order, search words that you just can’t remember or you have predetermined products per stage of a project? Then 'My Favourites' is your go to tool.
View and Order My Favourite Products
Creating a Favourites List
First things first let’s create a brand new list. Simply add a name into the field and optionally add a description.
Default Favourites List
When adding products into your favourites, the item will be allocated to your default favourites list. To allocate a product to a different list, you would need to change your default favourites list.
To change your default favourites list, click the drop down and pick the list you would like items to be added to and click change default favourites list button.
Where can I get my price file?
You can access your price file from your 'My Account', simply go to Request a price file under 'Quotes'.
Type in your home branch, email address, and select your file format and the amount of prices you would like to export e.g. 1000.
Note1: If you do not use the any of the software listed in the file format menu, selecting simPRO would give you a detailed export.
Note2: Please be patient and only send through the request once. Price files may take up to a couple of hours to be generated and emailed, depending on server loads.
Pay my invoice online
You can also pay for all your invoices online, by going to view & pay your invoices under the invoice tab.
You can select any amount of invoices you would like to make a payment for, refine the invoices by adding dates and view the invoices.
Tailor how you want your company to interact with Samios Plumbing Online. Add more users, manage your cost centres and add budgets and more.
Managing your users
Add and alter your users to how you see fit. Simply create a user, enter their details and assign them their roles and access.
What does each role do?
Has complete control over the Samios account, can create and manage users and assign cost centres.
Has access to 'My Company' and can update user profiles. A manager can also be assigned as an 'Approver'.
Has access to 'My Account' permissions and has the ability to approve any pending orders and any over spends. Does not have access to 'My Company'.
Limited access and can only view order that have been placed.
Manage Cost Centres
All orders purchased on credit must be registered against a cost centre, allowing you to have further control over your online account. To create your customer centre simply click manage cost centres.
Set budget limits your organisation can spend on the online Samios store in a given period. A budget can also be set to each business unit via cost centres.
(*Note you can set a start date any day after the current day, allowing you to plan out your budgets over a period of time. For example, if you want to set up budgets on a monthly basis, you can set them all up at the same time.)