Agricultural Cooperative Charlottesville, VA Blue Ridge Farmers Co-Op
User Guide for BLUE RIDGE models including: Customer Portal Guide Formatting, Portal Guide Formatting, Guide Formatting
Products - Subcategory Seed - Charlottesville, VA - Blue Ridge Farmers Co-op
Everything You Need From Farm To Home
Stihl Premium Round Strimmer Line - Charlottesville, VA - Blue Ridge Farmers Co-op
File Info : application/pdf, 6 Pages, 462.14KB
DocumentDocumentCustomer Portal Guide Access the Site: Go to our website, www.blueridgefarmerscoop.com. Click on the Customer Portal tab in the menu Create a Portal Account: Click on the Create Account bu on Enter your account number, the store number, and an invoice number You can find your account number at the top of any invoice above your name The store number and invoice number can be found at the bo om of any invoice you have Create a user name (we suggest first name.last name) Display name (we suggest your Full Name: First Last) Email address Create a Dashboard: Click CUSTOMIZE Select Add Select ADD for Customer Balances (best for customers with store credit) Select ADD for Recent Transac ons (for all customers) You have completed Creang your Portal Account! Sengs: Click on your ini als in the upper right hand corner Switch Account o If you have more than one account, switch between the accounts here Add Account o If you have another account with Blue Ridge Farmers Coopera ve, you may add it to your instance of the Customer Portal Change Password Portal Views: Account Summary Review your account balance informa on, if appliable, and recent transac ons Address Book Add, edit, or remove an address Buyers Add, edit, or delete an authorized purchaser from your account Profile Edit your contact informa on, invoice and statement preferences Note: If you elect to receive invoices and/or statements via email, it is your responsibility to update email addresses when necessary, either through the customer portal or contacng the store directly. Your account balance is due whether an invoice or statement has been received. For credit customers, please refer to your applicaon for terms and condions regarding repayment. Purchases Credit Ac vity Review credit account ac vity, if applicable Purchases Review all account ac vity, in summary, regardless of payment method Transac ons Review all account ac vity, in detail, regardless of payment method Statements Download to review current and past statements, if applicable Purchase Summary Filter to download/print Annual Purchase Summary informa on For a detailed Annual Purchase Summary, please contact either store directly Payments Before you can begin making payments via the customer portal, you will need to set up a payment source and the details will need to be verified. Available Payment Source: ACH/EFT direct from your bank account Go to Payments/Payment Source Select ADD or EDIT or SETUP Complete the required fields and SAVE It is okay to abbreviate your city to fit into the space allowed It can take 5 7 days for your banking details to be validated which must complete before you can make a payment Terms and Condi ons: Use of the customer portal for payments bind the user to the following Terms and Condi ons. If you do not agree, do not use the Make a Payment service: I(we) hereby authorize Blue Ridge Farmers Co-op to ini ate entries to my (our) checking/savings account(s) at the financial ins tu on listed and, if necessary, ini ate adjustments for any transac ons credited/debited in error. This authority will remain in effect un l Blue Ridge Farmers Co-op is no fied by me(us) in wri ng to cancel it in such me as to afford Blue Ridge Farmers Co-op and the financial ins tu on a reasonable opportunity to act on it. Once you have setup your bank informa on as a payment source, the details have been verified, and you agree to the Terms and Condi ons, you may Make a Payment using the Customer Portal Important note regarding scheduling payments: Weekends: if you schedule a payment on a weekend day, it will be processed the next available business day. Month End: if you schedule a payment on the last business day of the month, we cannot guarantee your account will be credited before month end. We suggest scheduling the payment on the 2nd to last business day of the month to avoid finance charges. If the last day of the month falls on a weekend, please see the above bullet point and plan accordingly. Make a Payment Select Single Lump Sum or Pay by Invoice o To pay the Statement Balance select Single Lump Sum Specify the amount to pay Select a date for the payment Review your payment selec ons Read and select Agree Select Confirm Payment History Review past payments Pending Payments Review pending payments Payment Sources Shows bank account added for payments Licenses Review Tax Exempt status and other licenses To edit or update, please stop by the 810 Harris Street store Contact Us If you need help se ng up your account in the customer portal, have ques ons, or would like to provide feedback, please: Call CJ, Bookkeeper at 434-296-6191 Stop by 810 Harris Street, Charlo esville Email: invoices@blueridgefarmerscoop.com Frequently Asked Quesons: Forgot Username? o Retrieve your Username by clicking the Forgot Username bu on o Enter your Email Address and click the Retrieve Username bu on Forgot Password? o If you've forgo en the password to log on to the Portal, click the Forgot Password bu on o Enter your Username or Email Address and click the Retrieve Password bu on Pay by Credit Card? o Credit Card payments are not available through the online portal To make a payment to your store credit account using a credit card, please call the store directly. Note there is a 3% convenience fee charged when paying your store credit account with a credit card. To avoid the 3% convenience fee, sign up to make payments from your bank account via the customer portal or add a credit card to your customer record for use per purchase. To add a credit card to your customer record, please stop by one of our two loca ons. Is there an APP for that? o Yes, there is an app for the portal! To install as an app on an Apple or Android device Go to the website on a phone or ipad using your preferred browser Select the Android or Apple link Follow the instruc ons to add an instance to your home screen