CalTrace Guide for Resellers

The Andatech CalTrace has been designed to be super easy to use and acts as a central location for all Andatech products, pricing, and orders. By shifting these processes online, we're helping to save time and costs, and make it more convenient for our resellers to access pricing and place orders. It also helps our sales and admin team process your orders faster, and allows you to check the progress of your order online at any time.

Our guide below helps you familiarise with how to get started with CalTrace. You can skip to a specific section by clicking on the section titles below:

 

Logging In

If you are logging in to CalTrace for the first time, you would have received your login name and password in the email that we sent to you. If you did not receive this, please contact your account manager.

After logging in with the password provided in the email, please change your password to something more secure and memorable. To do so, click on your Avatar on the top right corner and then select Reset Password from the drop down.

Viewing Price List

You can view your Price List by clicking on Price Lists from the top menu bar.

Your Price List page will show the wholesale / quantity pricing and MOQ (minimum order quantity) on products available to you in a table format.

You can also search for products and sort them by name, SKU or RRP using the fields in the blue menu bar.

To export your price list, click on the PRINT button above the table.

Your price list will automatically save onto your computer in PDF format. that you can then print.

In the price list PDF, the product name, SKU and RRP (ex GST) will be displayed above the product image. The MOQ, your pricing, and the shipping weight of the product will be displayed below that.

If you are interested in a specific product not provided in your price list, please contact your Account Manager.

Submitting a New Order

To submit a new order, click on Orders in the top menu bar. Then on New Order in the top right corner.

Step 1 - Shipping Details

On the order page, you can use a previously saved address or edit to use a new address.

You can copy the shipping details to the billing details using the button highlighted below.

Under Extra Information, you can put in your customer order or your own reference number, if you wish.

Under email, you can put in any email addresses that you want - these email addresses will get any notifications or updates concerning this particular order. Separate additional addresses using commas (without spaces).

When done with the billing and shipping details, click Save & Continue to go to the next step.

Step 2 - Order Details

To add products to your order, start by typing in the name or SKU into the search field. Then select the product you would like to add, and it will appear in the Order Items table.

Updating the quantity will automatically update the subtotals and freight costs.

To finish your order, click on the Save & Continue button.

Note: You will only be able to add items that have been added to your price list. Please contact your account manager if you require assistance.

Step 3 - Confirm

The next page will lead you to the Confirmation page, where you can check and confirm all your shipping, billing, and extra information input from Step 1, and the order items from Step 2.

If any amendments are needed, just click the Back button to return to the previous pages to make changes.

When you have confirmed that all the details correct, click on the Order button to confirm and proceed to the last step.

Step 4 - Payment

Under Payment Method, you can select to pay with Credit Card, Purchase Order, or other options listed. You can also add notes in the Payment Note section that will be visible to the Admin team while processing your order.

Complete your payment to finalise the order.

You will then be redirected to your Orders page, where you will be able to see the order you have just placed, along with any other orders you have placed in the past.

Checking Orders

Click on Order in the top menu bar.

All your orders submitted from Caltrace will be listed on this page.

You can click on the order to view the details and status of that order, or on Payments to view the payment details for that order.

If an order requires payment, there will also be a link icon next to the order that leads to the payment page.

Changing Account Details

Click on your Avatar on the top right hand corner.

Select Update Profile from the drop down menu.

From there you can change your name, billing and shipping addresses, and phone number.

Click Submit to save the changes.

Changing Your Password

Click on your Avatar on the top right hand corner.

Select Reset Password from the drop down menu.

Select Reset Password from the drop down menu.

On your profile page, scroll down and click on the Reset Password button again.

Enter your new password twice, then click Submit to save the changes.

Your Account Manager

Click on Company from the top menu - this will display your company details.

Under Details, your Account Sales Manager from Andatech will be listed.

Credit Terms

Click on Company from the top menu - this will display your company details.

Scroll down on this page - under Details, your Credit Terms with Andatech will be listed.

Contact your account manager if you have any questions regarding this.