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
For additional questions,
please contact [e-mail]
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
For additional questions,
please contact [e-mail]
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
For additional questions,
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
For additional questions,
please contact [e-mail]
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
Device
For additional questions,
please contact [e-mail]
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
Device
For additional questions,
please contact [e-mail]
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
For additional questions,
please contact iUNFI@unfi om
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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