MyIllumina: UnifiedOnline Business
Order Management

2022 MarchM-GL-00863

QUICK REFERENCE GUIDEMyIllumina Customer Ordering

WelcomeWe’ve made improvements to MyIllumina! Within your experience, wehave now included Order Management, eCommerce, and Dashboard.
With our recent release of MyIllumina, we are now able to bring you
continued improvements to your online experience. Please be on thelookout for notifications and communications about new enhancements.
Thank you for being a valued customer!

What Should I Know Before I Start?
To access MyIllumina, you will need a MyIllumina account.

Sign In

Create an Account2

Table of Contents
Process Overview
The improved MyIllumina includes Order Management, eCommerce, andMyIllumina Dashboard.

Checkout
Order Management

4

Searching for Orders

6

Downloading Order History

8

Search for Customer Invoices

10

Print Packing Slip

11

Download a Shipment Summary

12

View Upcoming Shipments

13

Searching for Quotes

15

Purchasing a Quote

16

Requesting a Quote Extension

18

Download Invoice PDF & Certificate of Conformance

20

View Certificate of Conformance21

Lot Management

24

Order Notifications

28

What Should I Know Before I Start?
• Customers can directly add products to cart without navigating away fromthe cart page through the Add Products widget.
• Customers can add a new shipping address or edit an existing shipping
address from the cart page.

3

ORDER MANAGEMENT

Order Management(1 of 2)Home

Execute the following steps to view orders
and quotes on the Order Management page:1

1

Log into MyIllumina.

2

Once in MyIllumina simply select theOrder Management tab.
2

3

Or navigate to the My Cart widget andselect the Order Management button
to view the order management page.

3

4

ORDER MANAGEMENT

Order Management(2 of 2)Home

Execute the following steps to view orders
and quotes on the Order Management page:4

Select the View All Orders button next to the Recent Orders andView all Quotes next to the Recent Quotes section to view all
the recent orders and quotes, respectively.

4A

4B

5

ORDER MANAGEMENT

Searching for Orders(1 of 2)Home

Execute the following steps to search for an order on the OrderManagement page:1

Navigate to the Order Management page and selectthe Order tab.

12
3

2

Select the any one of the following options from Search bydropdown menu. You can search by Order Number for any
online or offline order placed from within your organization.
• Order Number• Purchase Order Number• Quote Number

3Enter the number in the search bar.

6

ORDER MANAGEMENT

Searching for Orders(2 of 2)HomeContinue the following steps to view the desired orderon the order tab:5

Alternatively, select the filter icon to apply
the following filters to search for the desired product:• Order Date
• Status

5

The customer can also search for the order by applying any of the following
filters in the Status section: Pending, Opened, Closed, and Cancelled
or by selecting Online or Offline options in the Show section of the filter.

7

ORDER MANAGEMENT

Downloading Order History(1 of 2)HomeContinue the following steps to download your order history:

1To download a history of your orders, start by navigating
to the Orders page.
1
2

3

2

To enable the download function, click on the “Search By”
and select purchase order number, order number, orquote number in the dropdown menu.

3

Alternatively, you can filter by date range for up to one
year by clicking the filter icon and setting your range.
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ORDER MANAGEMENT

Downloading Order History(2 of 2)HomeContinue the following steps to download your order history:4

After selecting your search criteria or filtering by daterange, click on the Download icon to start the download
process.

4

5

Once the CSV file generates, the Notifications bell within
the navigation menu will display an alert, where you candownload the file for up to 2 weeks.

9

ORDER MANAGEMENT

Searching for Invoices
Home

Execute the following steps to search forInvoices on the Order Management page:

1Navigate to the OrderManagement page.

2Select the Invoices tab.

3

Select your preferred method;
Sales Order Number, Purchase
Order Number, or Customer
Invoice Number in the Search
By drop down menu.

1
2
3

45

4

5

Populate the search bar withthe with the Sales Order,
Purchase Order, or Invoice
Number and select the Enterbutton on the keyboard.
Click on the invoice number inthe Invoice History section.

10

ORDER MANAGEMENT

Download and Print Pack Slips
Home

Execute the following steps to download andprint pack slips from the Order Details page:1

Navigate to the Order Management page and click on your order.
1

2

2

From the Order Detail, scroll down to the Delivery Schedule.

3For orders that have shipped, click on the Packing Slip
Number to download a copy of the packing slip.

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ORDER MANAGEMENT

Download a Shipment SummaryHome

Execute the following steps to download and print a shipment
summary from the Order Details page:1

Navigate to the Order Management page and click on your order
to see your order details.
122

From the Order Details page, scroll down to the DeliverySchedule. If the order has shipped, click on “Download” todownload a shipment summary.

3

12

ORDER MANAGEMENT

View Upcoming Shipments(1 of 2)Home

Execute the following steps to view upcoming shipments from theOrder Management Overview tab and Shipments tab:1

Navigate to the Order Management page and click on theShipments tab.
1
2

2

All open shipments will be displayed with the status of open.
Orders with the status of Shipped and Delivered will display for
up to the past 7 days.

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ORDER MANAGEMENT

View Upcoming Shipments(2 of 2)Home

Execute the following steps to view upcoming shipments from theOrder Management Overview tab and Upcoming Shipments tab:3

Navigate to the Overview tab on the Order Management page. Inthe “Shipments” section, you will be able to view up to 3 of themost recent upcoming shipments (based on delivery date). You
can also click “View All Shipments” to see all shipments.

3A

3B

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ORDER MANAGEMENT

Searching for Quotes
Home

Execute the following steps to search for
Quotes on the Order Management page:1

Navigate to the OrderManagement page.

2

Select the Quotes tab.

1
2
34

3

Populate the search bar with the with the Quote Number
and select the Enter button on the keyboard.

4

Additionally, the customer can apply the filter to view the desired quote.

15

ORDER MANAGEMENT

Purchasing Quotes(1 of 2)Home

Execute the following steps to purchase the quote using
the quote number on the order management overview page:1

Navigate to Order Management page.
1

2B

2

2A

Populate the quote number in the Quote Number
field in the Recent Quotes section.

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ORDER MANAGEMENT

Purchasing Quotes(2 of 2)Home

Execute the following steps to purchase the quote using
the quote number on the order management overview page:3

Select the Add to Cart button.

3

4

Alternatively, the customer can add a quote by populating theQuote Number field on the Quotes tab.

4A
4B

17

ORDER MANAGEMENTRequesting a Quote Extension(1 of 2)Home

Execute the following steps to request and extension on a quote withan active or expired status:

1

Navigate to the Order Management Page and click on the Quotes
tab. Quotes listed are those with your email as recipient. UnderActions, click the ellipses next to the active or expired quote, andselect Request Extension from the dropdown.*1*Note: only Active or Expired quotes will give the option to “Request Extension”. Quotes with a“Used” status only have the option to download the quote PDF.

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ORDER MANAGEMENT

Requesting a Quote Extension(2 of 2)Home

Execute the following steps to request and extension on a quote withan active or expired status:

2

After clicking Request Extension, a New Support Inquiry box willappear. Complete the request form and click Submit to send therequest to Customer Care.

23Once the form has been submitted, you can hover over theRequest Extension option on the Quotes page to see verification
the request has been submitted for the quote extension.

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ORDER MANAGEMENT

Download Invoice PDF
and Certificate of ConformanceHome

Execute the following steps to download the Invoice andCertificate of Conformance:

1

Navigate to the Order Details page.

2

Select the Certificate of Conformance link on the right corner ofthe Delivery Date section to download the certificate.

2A

2B

3

3

In the Invoice Details section select theInvoice number to download the invoice PDF.

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ORDER MANAGEMENT

View Certificate of Conformance
Using the Lot Tracker ToolHome

(1 of 3)

Execute the following steps to view the Certificateof Conformance using the Lot Tracker Tool:

1

Navigate to the Order Management page.
1

2

2

Select Product Lot Tracker list tracker
from the Tools dropdown menu.

3

Select the Certificate of Conformance tab.
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ORDER MANAGEMENT

View Certificate of Conformance
Using the Lot Tracker Tool

Home(2 of 3)

Continue with the following steps to view the Certificate
of Conformance using the Lot Tracker Tool:

4

Select any of the following desired options in the Search Bydropdown menu:• Packing Slip
• Sales Order Number• Ship Date

4

5

Populate the Search field in accordance with the option chosen
before and select the Enter button.
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ORDER MANAGEMENT

View Certificate of Conformance
Using the Lot Tracker Tool

Home(3 of 3)

Continue with the following steps to view the Certificate
of Conformance using the Lot Tracker Tool:

6

Populate the Search field in accordance with theoption chosen before.

67A

7B

7

Select the download icon under Certificate of Conformancesearch results section to download the certificate.

23

ORDER MANAGEMENT

Lot Management(1 of 4)Home

Execute the following steps to search for Box Lotexpiration using the Lot Tracker Tool:

1

Select the Lot Expiration tab.

1
2

2

Populate the search by field with the Box Lot Number/Component Lot Number/Packaging Slip Number/Sales Order
Number and select the Enter button on the keyboard.

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ORDER MANAGEMENT

Lot Management(2 of 4)Home

Execute the following steps to search for Box Lot expiration
using the Lot Tracker Tool:

3

On the search results page view the lot Expiration dates.

3

4

4

Select the Export button to exportthe Lot Tracker Result CSV file.

25

ORDER MANAGEMENTLot Management(3 of 4)Home

Execute the following steps to search for Box Lot using
the Serial Number tab:1

Navigate to the Product Lot Tracker Tool and selectthe Serial Number tab.

1

2

2Select any one of the following option
from the Search By dropdown menu:• BOX (Or Kit) Serial Number• Component Serial Number26

ORDER MANAGEMENTLot Management(4 of 4)Home

Execute the following steps to search for Box Lot using
the Serial Number tab:

34

Populate the Search box
with one or multiple
serial numbers.

3Select the Export button
to export the CSV.
427NOTIFICATIONS

Order Notifications
Home

Order notifications for shipped, delivered, and delayed orders
are now available in the notification bell in the main navigation.

1

2

Hover over thenotification bell
once you’resigned into youraccount.

1
2

Shipment
status will be
displayed in thenotifications
drop down.

3

Example of an order scheduled to ship.

3

4

Example of an order which has
been delivered.

4

5

Example of a delayed shipment notification.

528

Thank you
For additional support, contact
customercare@illumina.com