Help

CREATE & MANAGE ONLINE ACCOUNT

• How do I register for an online account?

  Requesting an Account

  Steps to register your company

  1. Start at Sign In and select Register Your Company

  

  2. Complete the form.

  

  3. You will receive a confirmation email that your request has been received.

  4. Once your request has been reviewed and approved in 1-2 business days, you will receive an approval email.

  

• How to sign into your Allied Virtual Branch Account

  Signing in Video

  Register Online Steps

  1. Sign in to your Virtual Branch and enter your email and password

  

  2. You can easily access your account details & orders from the Welcome drop-down

  

• How do I change my email address and password

  Changing Password

  Access My Profile from the left side navigation

  

  Forgot Your Password
• How to sign into your Allied Virtual Branch on my phone?

  

• How to add Bookmarks and favorites on your phone?

MANAGE USERS ACCOUNT (Admin)

• How do I view & edit my company users?

  Adding Users

  1. Under My Company Users on the left side navigation

  

• How do I add new company users?

  Adding Users

  1. Click on the ADD NEW USER button at the bottom of the list of Company Users

  2. Select the appropriate role for the new user

  NOTE

  Once the user is created, all they need to do is click on Forgot your password.

  In the sign in page to get a link to update their password and log in.

  

• What are the different user roles?

  INVENTORY / PRICE (IP)
  Allows you to see the available inventory and the price of the items.

  
  INVENTORY / PRICE / INVOICES (IPF)
  Allows to see the available inventory, the price of the items, and to see the orders and account statement of the company (without purchasing)

  
  INVENTORY / PRICE / PURCHASE / INVOICES + TEAM
  Allows to see the available inventory, the price of the items, to make purchases on the site, to see the orders and account statement of the company and to create user accounts as well as assign or change the roles of the users

  
  INVENTORY / PRICE / PURCHASE / INVOICES (IPAF)
  Allows you to see the available inventory, the price of the items, to make purchases on the site and to see the orders and account statement of the company

  
  INVENTORY / PRICE / PURCHASE (IPA)
  Allows you to see the available inventory, the price of the items and to make purchases on the site.

• I don't want every user to see pricing, how do I set that up?

  Currently this functionality is not available however are working on setting up new permissions to give access to view inventory and purchase only

• How to access my current & historical orders, account statements & invoices

  Access My Orders on the left side navigation

  

  

SHOPPING LIST

• How do I create a shopping list?
• Where are my old eStore shopping lists?

  We did our best to bring over your old eStore shopping lists but may have encountered an issue when importing your lists. If you do not see any of your lists on your account, please send an email to jobs@alliedheatingac.com with your account number and old store email address and we'll be happy to find your lists and make sure they're added to your account here.

PRODUCT SEARCH

• How do I search for a product?

  Searching for a Product

  There are 3 ways to search for a specific product:

  1. Search Bar

  

  2. Product Category

  

  2. Brand

  

• How can I find parts for equipment?

  Finding Parts Lists

  1. The Equipment Page

  

  2. Serial Number Search

  

PLACE AN ORDER

• How do I place an order?

  Adding a Product to Your Cart

  

  2. Product Category

  

  You will have to choose a Pickup or Delivery, enter a specific date and comments regarding your order (N.B. the deliveries are automatically ordered from the DC's and if necessary, will be redone from a Branch by one of the Virtual Rep.)

  

  Clicking next will bring you to the Payment method where you will have to enter a PO of your choice and then click the PLACE ORDER button to finalize, you will be shown an order number and will receive a confirmation email.

  

  Purchasing at the Check Out
• Is my pricing on the Virtual Branch the same as my in-branch pricing?

  Yes, it is the same.

• Who do I contact if I see an issue with my pricing on the Virtual Branch?

  Your sales rep, the prices on the Virtual Branch are set in our system.

• I have a Allied sales rep who works hard for me, will shopping on the Virtual Branch affect their commission?

  No, nothing changes for your sales rep.

QUESTIONS / FEEDBACKS

• Who do I contact if I need additional support or have further questions?

  If you need any support regarding your orders. (PO, order tracking, damaged items, incomplete orders).
  Please contact jobs@alliedheatingac.com or your sale representative.

  If you need support regarding your account (registration, management of your employees, website support or suggestions).
  Please contact jobs@alliedheatingac.com

  You have a direct access to our Virtual Branch Reps through the chat function which is available on all our pages (bottom right corner of every page) once you have logged in.

• Where can I provide my feedback?

  We would love to hear from you! Let us know your suggestions and what you would like to improve on our site by providing feedback available on our site. Each request is carefully studied and brought to the development team, please contact jobs@alliedheatingac.com