United Natural Foods IUNFI Premium Device User manual

Getting started with your iUNFI Premium Device
(iPod Touch with Linea Pro Scanner)

Getting Started with your iUNFI Premium Device
Device
For additional questions,
please contact [e-mail]
Section Title Page
1. Parts & Pieces...............................................................................................3
2. Getting Started.................................................................................................
a. Connecting to the Internet (Wi-Fi).....................................................4
b. The App Store.......................................................................................5
c. Logging in to the iUNFI App ..............................................................6
d. The Home Screen................................................................................7
3. Ordering Items.................................................................................................
a. Adding Items (Scan, Camera, etc.).................................................8-9
b. Browse Function (Search, Image View, Sorting) .............................10
c. Product Filters .................................................................................11
d. Disco Reason Codes.......................................................................12
4. Deleting Items (Order Screen View)............................................................13
5. Current and Pending Orders..........................................................................14
6. Open Saved Orders .......................................................................................14
7. Order Action Box............................................................................................15
8. Customer-Specific Pricing ...........................................................................16
9. Troubleshooting Tips...................................................................................19
10.Support .......................................................................................................20
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Getting Started with your iUNFI Premium Device
Device
For additional questions,
please contact [e-mail]
PARTS AND PIECES
What’s included: iPod touch and integrated Scanner, Mini-USB charging cable, Apple USB Sync
cable, Set-Up Instructions and Troubleshooting Tools Page. If you’re missing any of these, please
contact [e-mail].
IMPORTANT
Before using your device, be sure that both the iPod
and the scanner are charged. When both devices are
charged (charge them separately for faster charging
time), you can expect 5 hours of heavy use before
needing to recharge.
The first time you power on your device, you may be
asked for a 4 digit passcode; please input
to unlock the iUNFI device.
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Getting Started with your iUNFI Premium Device
Device
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CONNECTING TO THE INTERNET (Wi-Fi)
Being connected to the internet is necessary for
using iUNFI; in order for you do any of the
below tasks, you have to have internet
connection on your device:
•Logging in (for the first time)
•Getting catalog information (refreshing,
updating, etc.)
•Submitting an order
•Receiving pricing updates
In order to be connected to the internet, you need
to go to Settings > Wi-Fi and connect to a
wireless
network (1); these are generally password protected
(padlock icon) for good reason so you must know
the password to be able to connect.
Check the strength and availability of your Wi-Fi by
opening up an app that uses internet; e.g. Safari and
type in google.com, facebook.com,etc. the Weather
app (2) and allow for it to update the forecast, etc. If
you are experiencing a long lag, the website or fore-
cast won’t update, please check your Wi-Fi connec-
tion or your IT department.
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Getting Started with your iUNFI Premium Device
Device
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THE APP STORE
In order to use the App Store, make sure that you have an Apple ID username and password.
Tap on the Home button to return to the
iPod’s home screen from any activities and
locate the App Store application in gradient
blue (1) . Tap on it to open Apple’s App Store.
There are five selections on the bottom of the
App Store screen. Locate these; then select
the search option (2) (the magnifying glass)
along the bottom.
In the search bar (3) that appears at the top
type in iUNFI (4) then initiate the search by
pressing the blue Search button (5) in the
bottom right hand corner. Next to the iUNFI
icon, locate the button that prompts you to
install iUNFI.
Note: because it’s installed already, it will say
OPEN instead of INSTALL, GET, etc.) (6).
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Getting Started with your iUNFI Premium Device
Device
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please contact [e-mail]
LOGGING IN TO iUNFI
Depending on your Home Screen’s set up, you may need to scroll over a page to find the app.
Need Help? We can connect you to www.iunfi.com’s Logging In KB article to assist you.
Start the iUNFI Application by pressing the
iUNFI icon on the home screen (1).
Log in using your UNFI Username and
Password (2).
Optional: Set a 4 digit personal PIN for easier
access instead of logging in with full UN and
PW every time (3).
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Getting Started with your iUNFI Premium Device
Device
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THE HOME SCREEN
1. CREATE ORDER: This will be the area you
will be spending a lot of time in as it’s where
you will be ordering your products, etc.
2. OPEN SAVED ORDERS: This will allow
you to access pending and historical orders
as well your custom made templates.
3. CREATE RETURN: This is for UNFI sales only.
4. CREATE TAG REQUEST and CREATE
SRP UPDATE: These are available
depending on region. Please contact
[e-mail] for any inquires.
5. SETSCAN: if you’re an independent, you can
reset your SetScan tutorial so you can go
over the tutorial if you forget how to use
SetScan.
6. HELP: pulls up iunfi.com’s support center for
you in a mobile friendly format.
7. FEEDBACK: allows you to provide us with
important feedback from you about our app.
8. SETTINGS: will allow you to set various
order alerts, pin code settings and see what
app version of iUNFI you’re on.
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Getting Started with your iUNFI Premium Device
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ORDERING ITEMS
After you tap on Create Order from the home screen,
you will visit this page (1) . In the top text field that
says, Account: ### WH: [Location] (2), if the
customer account number is not what you want to
order with, tap on the text field and a list of available
customer account number associated with your user-
name will appear (3).
You may see customer account numbers associated
with your departments, Select Nutrition, Albert’s, or
other stores in your chain, depending on how your
username was setup. Different types of accounts will
be colored accordingly:
•UNFI and Select Nutrition - white (4)
•Albert’s Organics - green (5)
Once you have found the correct account number,
tap on the corresponding circle (6) and it will return
to the Create Order page. Name your order
(optional)
(7) and tap on Create (8).
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Getting Started with your iUNFI Premium Device
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ORDERING ITEMS continued
Your order will begin in list view (1) and it will start
updating/downloading the catalog (2). This could take
as long as five minutes depending on it’s size and
the strength of your internet connection. If you’re
connected to wi-fi, the catalog will automatically
update every 12 hrs. The page will be blank until
you start adding products to the order.
Note: the orange banner at the top will tell you
the status of the catalog. Once the download
is done, the banner will disappear (2).
SCANNING ITEMS
SCAN: Scan a product number or UPC from a shelf
tag or product box/bag (3). Press the Scan button on
the upper right hand side of the device (4).
CAMERA SCAN: Press the camera icon (5) (if you
do not have an integrated scanner connected). Place
a product number or UPC from a shelf tag or product
box/bag in the viewer. The scan will automatically
populate. Continue to scan until order is completed.
FIND CODE #: Click the find code # icon (6). This
is used to manually enter a product code or UPC.
If there is more than one item associated, you will
be asked to select, by pressing on the item.
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Getting Started with your iUNFI Premium Device
Device
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BROWSE FUNCTION
Basic Browse Function: Browse is set up by
Department (1), Type (for Albert’s Organic customer
numbers) (2) or Brand. Scroll through, or tap the
letter on the right side corresponding to the
Brand name (3).
List and Image View: When using the Browse
function, the option to view products in a text List
View or in a product Image View is now available.
Tap on each button (4) to shift between the two
views.
Search Via Browse: You may also press the
magnifying glass icon to Search . You can
search by keywords (5):
•Name: Product name - ex. Dog food
•Brand: Name of manufacturers ex. Amy’s
•UPC: Product number
•UNFI: UNFI product item number
•PLU: Listed for Albert’s accounts (6)
Sorting: An easy way to sort items within a
Category is to tap the arrows (top left) to bring up
the filter (7) . Tap the filter you want,then tap
Re-sort results (8).
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PRODUCT FILTERS
In in the initial Browse function, there is now a Show
Filters function (1). Once tapped on, the options will
be available for you to tap and check mark, then tap
Apply (2). Each filter will then only show the products
with that filter applied.
New Products: Upon clicking and applying the New
Products filter (3), items added in the previous 60
days to your catalog will update and show only those
items. Note the substantial difference in numbers of
products in the two images above, by department.
In image/single view, you will see that new products
are denoted by blue ribbons (new).
Monthly Specials: Just like how you use the New
Products filter, you can apply the Monthly Specials (4)
filter, items carrying a monthly promotional
discount to your catalog will update and show only
those items.
For Monthly Specials, in image/single view, you will
see green ribbons (5) to denote discounted items
(new). This is a manufacturer’s promotion and is in
addition to your own discounts.
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Getting Started with your iUNFI Premium Device
Device
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DISCONTINUED REASON CODES
Red banners (1) with discontinued codes will assist
you in making better, in-aisle purchasing decisions.
Due to the fluidity of these codes being implemented
within UNFI business systems, there are no
guarantees you will or will not receive the product
if ordered. Please “Reload” your catalog to receive
the most up to date information.
Discontinued Reasons:
Pack Cng Soon A pack change has been implemented
Future Pack Change A pack change will be implemented
Future UNFI Disco UNFI will no longer be carrying the item
Future Vend Disco Manufacturer no longer producing the item
Not Carried Physically not stocked in a specific warehouse
SN Only Select Nutrition item. SN acct needed to order
MFG OOS Manufacturer/Manufacturing Out of Stock
LT OOS Long Term out of Stock
Out of Stock Usually seasonal and holiday items
Inactive Not available in catalog (usually APL)
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DELETING ITEMS
List View: In the List View of the Order page (1),
swipe finger from right to left over the QTY of
the item you wish to delete. A Delete button will
appear (2) –Tap to delete item.
Single View: Tap the blue Delete Item button (3).
A confirmation box will appear –press Delete (4).
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CURRENT & PENDING ORDERS
Orders are automatically saved after adding an
item (1). You may toggle between orders in the same
or different accounts.
The Pending tab (2) is another way for you to
navigate to the Open Saved Orders page (3), where
you will the Pending, History and Template Orders.
OPEN SAVED ORDERS
Pending Orders (4):
•Switch between Accounts
•Send Multiple Orders Simultaneously
•Review Date and Time orders were created
Order History (5):
•Lists previously sent orders up to 30 days
•Quick view of previous orders & confirmation
numbers
•Cross Device Transactional Sync with all
account numbers under web login
Order Template (6):
•Allows for regular items/orders to be easily
accessed
•Saves Time for regular orders
•Can be created from Order
Actions Box (next slide)
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ORDER ACTION BOX
When you tap on the order action box (arrow/box,
located on top right), multiple options will pop up to help
you order efficiently.
Send Order: to transmit and submit an order immediately.
Must be connected to WiFi. Order Info Confirmation Screen
will appear upon transmission (1).
Update Catalog: This will simply update any difference in
items or item details. Must be connected to Wi Fi. For UNFI
accounts, these updates will occur every 12 hours. For Al-
bert’s, updates will be checked for every 1/2 hour. If chang-
es were made since the last check, you will be given the
option to update your catalog (2). Once Update is tapped,
you will see yellow bar across screen letting you know that
it’s updating (3).
Save As Template: This saves current order as a template
for future ordering; this is useful if you order the same items
regularly (4).
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Customer-Specific Pricing For Broadline Accounts
How Price Works:
When price is ORANGE, it ALWAYS indicates the customer’s actual cost of an item
When price is WHITE or BLACK, it ALWAYS indicates wholesale cost
To update price, you must be connected to a Wi-Fi network or have cellular data service on your device.
When price updates, iUNFI will store and continue to display that price for that item for the next three days
(Please note, pricing displayed for Albert’s accounts is always customer-specific cost regardless of color)
How To Use It:
Browse: Access the “Browse” function when connected to Wi-Fi or cell data and open the details screen
for any item to update the price. When white, the price listed is wholesale. When the price changes to
orange, the price has updated specifically for the customer number you’re creating the order for. Once
updated, this can be considered accurate invoiced cost.
Price is ORANGE
after iUNFI receives
your specific price.
Price is stored for
three days.
Price is BLACK before
iUNFI receives your
specific price.
Price is ORANGE
after iUNFI
receives your
specific price. Price
is stored for three
days
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Price is BLACK
before iUNFI
receives your
specific price.
Price is ORANGE
after iUNFI receives
your specific price.
Price is stored for
three days.
Customer-Specific Pricing For Broadline Accounts
Single View: As items are added to an order, update price quickly and easily by tapping on any product on
“List View” to view in “Single View.” When connected to the internet, iUNFI will automatically update the price
of the item you’re viewing. As price updates, iUNFI will update and highlight your customer-specific cost in
orange for easy reference and say “Your Cost*:”
Order Info: As prices are updated for products in your order, Order Info will calculate the total cost of all items
on your order, whether or not they’ve updated price. If some products are still listed at their wholesale cost,
Order Info will show the total based on a combination of wholesale and customer-specific costs. To make sure
Order Info accurately calculates the price of an entire order, be sure to update each product’s price. Quickly
update the price of the products in your order by viewing an item in “Single View” and swiping from right-to-left
to switch to all the other products in your order. Price will update as each product is viewed.
Swipe right and left
to view other
products in “Single
View” and also to
update price.
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Customer-Specific Pricing For Broadline Accounts
When You Are Not Connected: If you are using iUNFI and viewing the details of a product and DO NOT
have a wi-fi or cellular data network connection, iUNFI will display non-invasive alerts to clarify that it is NOT
downloading prices.
If you view an item that has already had price updated while you’re not connected to the internet, iUNFI will
continue to display the price it updated to.
However, if you have NOT updated the price of an item and you are NOT connected, iUNFI will continue to
show wholesale cost ONLY.
Device is NOT
connected to the
internet, but HAS
previously received
your specific price for
this product, so iUNFI
continues to show
your specific price.
Device is NOT
connected to the
internet and HAS NOT
previously received
your specific price for
this product, so iUNFI
continues to show
WHOLESALE cost only.
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TROUBLESHOOTING TIPS
On the occasion when a device may be behaving buggy, please attempt one of the following:
App Cleaning:
Double tap the home button & clear the app out of memory by:
•iOS 6 or earlier: Press and hold one of the apps showing until all the apps in tray shake
and red circles with white minus signs appear. Tap on the red circle of an app to clear it out.
•iOS 7 or later: Simply swipe each app up
This can be done regularly to conserve battery life or when app runs slow. (Data will not be lost)
Two-Button Reset:
Press and hold the home and power buttons until it turns off; wait until the Apple logo reappears.
Scanner Issues:
On the bottom of device, there is a clear strip with lights that are used to indicate battery life of the
scanner. Press this clear strip (usually with a fingernail) and all the lights should appear in the
window. If only one or none appear, you may need to charge the scanner, in the charging port
below window.
Resources:
www.iunfi.com is a fantastic resource to answer many Frequently Asked Questions about the device
and application, as well as provide other helpful hints on usage. If you do not see your question/
answer, The Chat feature is available 9AM-5PM EST, where an agent may be able to walk you
through a solution.
If any of the above doesn’t solve your issue, please contact one of our support teams [see next page].
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Getting Started with your iUNFI Premium Device
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SUPPORT CONTACTS
iUNFI app/device (technical) support:
For technical issues or questions about the iUNFI app or device, please contact iUNFI
Support at [e-mail] or 877-362-6291 for 24/7 support
(including major holidays)!
Account Number, Log-In and Post-Order Issues:
Customers may contact Customer Care at [e-mail]
Note: Please have username, account number and other relevant information like order
confirmation # for order issues when contacting iUNFI support or customer care so we can
help you faster!
FOR UNFI Associates: Managers must add account numbers for you; please email
[e-mail] if they are unavailable. Call the UNFI help desk (X3555) for log in resets.
iUNFI Team Contact Information:
•Team email: [e-mail]
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