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RicohDirect Help

(Last Updated: 08/10/2010)

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Ricoh Direct Tutorial

Download a Quick User Guide in PDF Format

Registration
User Registration

Download RicohDirect Desktop Icon

Home Page
Logged Out
Logged In
Password Help

Meter Reading
New Meter Entry
Meter Reading and Serial Numbers for a Specific Copier
Power Meter Entry
FAQ's for Online Meter Readings

Field Service Request
New Service Request
Open Service Requests
Field Service Request History

Product Selection/Browsing
Buy Supplies for My Equipment
Purchasing a Saved Cart

Cart Maintenance & Checkout
Shopping Cart Detail
Checkout
Shopping Cart Approval

Approving a Cart Request

Order Status & History
Order Status
Order Status Detail
Order History

My Account
Edit Profile
Ricoh Reports

 

Registration

User Registration

If your company is currently a Ricoh customer and you would like access to RicohDirect, follow the steps below:

  • Select the Registration button from the top navigation bar. You will then be directed to a Registration screen.
  • Enter all required information and select the Continue button to proceed with Step 2 of registration.
  • Enter the model and exact serial number of your Ricoh equipment and click Search
  • Click the Select button to associate yourself to the returned equipment
  • Continue this process until you have associated yourself to all the equipment you manage
  • Select Submit to proceed to Registration Review
  • Review your information and if everything is correct, click Submit. If your registration is successful, you will receive a Confirmation page
  • If you did not receive a confirmation page, your registration was not sucessful.
  • Click Login to access RicohDirect immediately!

Download the RicohDirect Desktop Icon

After installing the RicohDirect Desktop Icon, you will be able to access RicohDirect with just one click. To begin downloading, follow the steps below:

  • Click on the RicohDirect Desktop Icon link from the bottom of any RicohDirect page.
  • Click on the link to begin downloading the icon
  • Complete the steps directed by the setup wizard until you are at the last screen
  • Choose Finish

Home Page
Logged Out

When first accessing the RicohDirect site, the following elements will be displayed:

  • Home - link to the RicohDirect Homepage
  • Login - link to the main login page
  • Register - link to the main registration page
  • Products - link to the top-level product page
  • Services & Support - direct the user to a page requesting that the user either login or register before placing a service request
  • Envionmenal Information - link to information on Ricoh's envionmental policies
  • Help - link to help content
  • Contact Us - link to contact us

 

If you attempt to access the Products or Services & Support links before logging in you will be re-directed to the login page. Successful login is necessary to access these functions.

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Logged In

To login to RicohDirect, you may enter your username and password on the home page or click the Login button on the top navigational bar of the site.

From the home page or login page:

  • Enter your username and password
    • The password field is case-sensitive

Select the login button to gain access to the privileges you have been assigned within RicohDirect.

Once you have successfully logged in, the My Equipment screen will be displayed. The red and blue Navigation Bar at the top of the screen will display all the functions that you have access to. When you are successfullly logged into RicohDirect, "Welcome back!" will be displayed on the left side of the page.

 

Password Help

If you have forgotten your password, click on the "Password Help" button from the home or login page and complete the following steps:

  • Select Login from the top, red and blue navigational bar
  • Enter your email address
  • Select Submit
  • A new password will be sent to the e-mail address specified in your account profile
  • Using the new password, log into RicohDirect
  • Should you wish to change your new password once you have logged in
    • Select Edit Profile from the left hand navigational bar
    • Scroll to the bottom of the screen and update your password
    • Click Save

Meter Reading

New Meter Entry

To begin entering a meter reading on-line:

  • Successully login to RicohDirect
  • Select the machine requiring a meter reading by clicking the Meter Reading button next to approriate machine.
  • Enter the meter reading in the text box provided and select Continue
  • Review your meter reading for accuracy and select Submit
  • You will then be directed to a confirmation page, as well as receive a confirmation e-mail

     

    Meter Reading and Serial Numbers for a Specific Copier

    If you need help locating your serial number or learning how to read the meter for your copier, RicohDirect offers "Meter Reading Help". To take advantage of the Meter Reading Help, follow the steps below:

    • Select My Equipment from the top, red navigational bar
    • Click the Meter Reading Button
    • Select the "Click here if you need assistance locating your meter or serial " hyperlink. This will take you to the Meter Reading Help Page
    • Select your equipment model and click Go
    • After clicking , the information pertinent to the model that was selected will be displayed

     

    Power Meter Entry

    RicohDirect gives you the ability to place multiple meter readings on the same page. To begin using Power Meter, follow the steps below:

    • Login to RicohDirect
    • Click Power Meter Button from the My Equipment page
    • Enter Meter readings for machines that are due and click Continue.
    NOTE: If "Not Available" is displayed under a meter reading due date, this is not an error. Any meter entries for those machines will process correctly.

     

    • Machines that do not have a meter reading entered, or that have a meter value entered that is lower than the previous value will be highlighted. If all the information submitted is correct, the user can click continue and all entered meter readings will be processed correctly.
    • A review page is displayed for only those machines a meter reading was submitted for.
    • A confirmation page is displayed for only those machines a meter reading has been submitted for.
    • A confirmation email is immediately sent to the end user. A single confirmation email is received for all meter readings submitted.

     

    FAQ's for Online Meter Readings

    Q: I posted my meter reading on RicohDirect, why does it not yet show up on the website?

    A: The meter reading you submit on RicohDirect will be updated within 24 - 48 hours. If your reading is lower than your previous reading or significantly higher than the expected reading, you will be contacted by a Ricoh representative. Please contact us at RicohDirect@Ricoh-usa.com if you require further assistance.

    Q: I sent my meter reading(s) in by mail, why am I still receiving an email reminder?

    A: Please note that meter readings sent by US postal service or fax may take 1 - 2 weeks before they are posted to the billing system. The advantage of RicohDirect is that meter readings posted online are sent directly to the billing system. This ensures that you do not receive further reminders.

    In an effort to better protect our environment, Ricoh is reducing its use of paper products where possible. Your meter card may soon be discontinued and you will be asked to submit your readings online.

    Q: I gave my meter reading over the phone, why am I still receiving an email reminder?

    A: Meter readings requested on the phone may not always be for billing purposes. These readings are often taken for information purposes only or to assist in placing a service request or supply order.

    The reading requested in the email reminder sent to you is in accordance with your contract terms and necessary to keep your account current. We ask that you login to RicohDirect and submit your most current meter reading.

    Service Request

    New Service Request

    RicohDirect gives you the ability to enter service requests for registered equipment on-line.

    To begin entering a service request on-line:

    • Successully login to RicohDirect.
    • Select the machine requring service by clicking Service Request next to the correct piece of equipment.
    • Enter the information requested in the text boxes, required fields are denoted with a blue asterisk
      • If your equipment is covered under a service agreement, there will be a statement at the bottom of the screen stating as such.
      • If the equipment is not covered by a service agreement there could be charges incurred.
    • Once the information has been entered, click Submit
    • Review your service request for accuracy, if all information is accurate click the Submit button again
    • You will be directed to a confirmation page, as well as receive a confirmation e-mail. Should you need to change or cancel your request, please contact us at techsupport@ricoh.com or call us at 1-800-333-2679.

    . Open Service Requests

    If a machine has an open service request, this can be viewed using RicohDirect. To view Open Service Requests for a piece of equipment, complete the following steps:

    • Select My Equipment from the top, red navigational area
    • Select the machine
    • If there is a "Yes" in the Open Requests field, then there is currently an open service request for that machine
    • To view the open request, select the "Yes" hyperlink that coincides with that piece of equipment
    • You will be directed to the Service Request status page
    • To view a particular service request, select the serial number hyperlink and you will be taken to the Service Request Detail page

     

    Service Request History


    RicohDirect allows you to view a 12 month service history for a given piece of equipment. If you wish to view the service history for a piece of equipment, complete the following steps:

    • Select My Equipment from the top navigational bar
    • Select the machine
    • Select View History for the piece of equipment that you wish to review
    • Service Request History will be displayed for that given machine

     

    Buy Supplies for My Equipment

    To purchase supplies for your Ricoh equipment, select the My Equipment button from the top navigation bar. Select the appropriate piece of equipment and click "Order Supplies".

    If you cannot locate the piece of equipment that you wish to purchase supplies or accessories for, you may submit a Quote Request on RicohDirect.

    Clicking Order Supplies will display the related supplies for the selected equipment at the contract pricing specified by your maintenance agreement. Simply enter the desired quantity for the supply or accessory and add the items to your cart. Please note: Zero cost items are limited to a quantity of 1 per serial number per order. Attempting to add more than 1 of these items to your cart will generate an error message.

    Selecting the red Add All shopping cart will add all items with quantities greater than zero to your cart and take you directly to the shopping cart detail page. Selecting the gray shopping cart image corresponding to the line item will add that item only to your cart and leave you on the current page.



    Purchasing a Saved Cart

    RicohDirect allows you to save Shopping Carts so that you don’t have to browse for products repetitively. You can create a new shopping cart at any time, as long as you are logged into the site. You can create a new cart by adding a product to your shopping cart using the or Add to Cart button. After adding a product to your cart, the Persistent Shopping Cart will begin to display under the top navigation bar. The cart will be named “Default Cart” until you name it differently on the Shopping Cart Detail page. It will display the number of line items and current sub-total.

     

    Cart Maintenance & Checkout

    Shopping Cart Detail

    The Shopping Cart detail page is the main page for all shopping cart maintenance. The following actions can be completed using the Shopping Cart detail page:

    • View Shopping Cart Items
    • Edit Shopping Cart
    • Copy Shopping Cart
    • Save changes/updates
    • Delete Current Cart
    • Checkout (or request approval to buy from your Manager)

    You may access the Shopping Cart Detail page by selecting the link to your Persistent Shopping Cart or by selecting “My Account” from the top navigation bar and selecting the appropriate cart name. Once the Shopping Cart detail page is displayed, you have the opportunity to name and save your Shopping Cart. This is useful for items that you purchase on a regular basis, such as toner, paper, etc.

    Checkout

    To actually place an order with Ricoh, the Checkout process must be completed. To begin the checkout process, complete the following steps:

    • Select the Checkout button that is displayed on the Shopping Cart detail page.
    • You will be directed to the Order Detail page to enter details pertinent to your order
    • Order name (by default this is populated with the Cart Name, you may change)
    • Comments (optional)
    • Payment Type (required)
    • Ship-to Address (required)
    • Bill-to Address (required)
    • Once all the pertinent information has been entered, select Submit
    • Review the order information for accuracy
    • If all information is correct, select Complete
    • You will be directed to the Order Confirmtion Page
    • An e-mail will be generated confirming your order

    Order Status and History

    Order Status


    Using the Order Status function within RicohDirect, you can view the status of orders that are currently outstanding.

    To access the Order Status portion of RicohDirect, follow the steps below:

    • Select My Account from the top navigational bar
    • Select Order Status from the left hand navigational bar
    • If you have access to more than one organization, verify you are in the correct organization
      • Should you need to change organizations, use the drop-down to switch organizations and then select Go
    • Select the hyperlink ID of the order you wish to view
    • The Order Status Detail Page will be displayed (see Figure 36 below for an example)

    Order History

    Order History allows you to see orders that have been placed in the past. To access Order History:

    • Select My Account from the top navigational bar
    • Select Order History from the left hand navigational bar
    • If you have access to more than one organization, verify you are in the correct organization (see Figure 37below for an example)
      • Should you need to change organizations, use the drop-down to switch organizations and then select Go

      My Account

      Using My Account you can switch organizations (if you have access to multiple organizations), change contracts (if you organization has more than one contract assigned), access Shopping Carts, and edit your profile. My Account is accessed by clicking on the My Account button from the top navigation bar.

      It is possible that you belong to more than one organization within your company. If that is the case and you want to switch between and shop for those different organizations:

            • Select the correct organization using the drop-down box provided
            • Click Go

      It is also possible that your organization has more than one current contract with Ricoh. If this is the case, and you would ike to switch contracts:

            • Select the correct contract using the drop-down provided
            • Click Go
        My Shopping Carts and the Inbox are discussed in the Shopping Cart section of this document

      Edit Profile

      Using the Edit Profile function of RicohDirect you can update contact information, set a default bill-to and ship-to address and change your password. If you find that you've had to use password help in order to gain access to RicohDirect, you would come to the Edit Profile section to update your password.

      To access Edit Profile:

            • Select My Account button from the top navigational bar
            • Select "Edit Profile" from the left-hand navigational bar

        To update any of the information in the Edit Profile screen:

              • Click in a text box
              • Make the necessary change
              • Save the change(s) using the "Save" button

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        Ricoh Reports

        The Ricoh Reports section of RicohDirect has offers previously created reports that are available for each organization with RicohDirect access.

        To access Ricoh Reports:

              • Select from the top navigational bar
              • Select Ricoh Reports from the left-hand navigational bar
              • Choose the Organization you wish to view reports for
              • Click on the report you wish to view
              • Report opens as the browswer windoww. You can choose to save the report to your computer

           

           



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