FAQ

Login/Register/Reset Password

  • Logging In

    1. Click the "Login" button in the upper right-hand corner. You will be redirected to the login page.
    2. If you need to reset your password, click "Forgot Password". A popup should appear where you can input your email address. After clicking "Send" you should receive an email with a link to reset your password.
    3. If you do not have a store account, click the "Register" button. This will direct you to the "New Customer Registration Form". After submitting the form one of our customer service representatives will reach out to you.

 

  • Changing Your Password

    1. After logging in, click "My Account" in the upper right-hand corner.
    2. Click "Account Detail" in the dropdown menu. You will then be directed to the account detail page.
    3. Input your current password and desired new password in the given fields. Click "Save".

 

Finding Products and Shopping

  • Part Number Search

    • You can search for products using the CSI part number, the manufacturer part number, or customer part numbers unique to your organization. Please contact your sales representative if you would like to have your unique part numbers added to our search library. (These will only be visible to users associated with your company.)

 

  • Filters

    • Filters are located on the left side of most product category pages. They can narrow down your search.

 

  • Quickshop

    • If you know the exact part number you're looking for, you can click on the cart. At the top of the page there is a "Quickshop" section. When you input the part number and change the desired quantity, it will instantly be added to your cart without having to navigate to the product page.

 

  • Upload Order File

    1. Navigate to the Upload Order File page by clicking "My Account" and selecting "Upload Order file" in the dropdown menu.
    2. Click the "Choose File" button at the bottom. A popup with your files will appear. Select the file you wish to upload. (The max upload is X order lines).
    3. Click "Upload" and wait until a status is set for every part. You may notice that some parts have a "Item not found" status. This could mean that there is a typo in the part number or that the item is not available on the CSI store. Please double-check your numbers or contact your sales representative.

 

Product Information

  • Documents, Dimensional Data, Service Kits, and More

    • On the tabbed section at the bottom of many product pages you can find helpful information such as:
      • Spare Parts - This section will list compatible seal and service kits for the product.
      • Dimensional Data - Here you can find the dimensions of a product to help determine if it will fit in your process.
      • Resources - Data sheets, manuals, spare parts lists, 2D and 3D models, related blog posts, and videos can be found here.
      • Attributes - Additional information to verify the product size, connection type, series, model, and more.

 

Order Tracking and History

  • Searching Orders

    • Navigate to "My Account" then "Search Orders". Here you will find a list of all previous orders from your company. This will include orders placed on the CSI Store and orders placed through our customer service team. (You can differentiate the two types of orders by the length of the order number. Store orders will have 6 digits; all other orders will have 7 digits).
    • Orders are categorized into two groups: fully delivered and not fully delivered. Toggle between the two by clicking the radio buttons below the order search bar.
    • There are multiple ways to search for orders. The dropdown menu next to the order search bar can change what is searched. You can search by order number, your PO number, delivery date, order date, the items in the order, invoice number, and more.
    • Clicking on an order will open a detailed view.
    • On the order detail page of fully delivered orders you can reorder items by selecting one or more order lines to add to your cart. This is useful for frequent or reoccuring orders.

 

  • Shipment Tracking

    • You can access shipment tracking by clicking on the truck icon on the list of orders.
    • Another way to view tracking info is by clicking "Shipment Tracking" after clicking on an order number to view the order details.
    • Some "Not Fully Delivered" orders may have information regarding partially shipped items. You can see how many items were delivered in the "Delivered Quantity Ordered Quantity" column and when the remaining balance is expected to ship by looking at the "Confirmed Date" column.

 

Invoices

  • Searching Invoices

    • Navigate to "My Account" then "Search Invoices". Here you will find a list of all invoices with your company. This will include invoices for orders placed on the CSI Store and orders placed through our customer service team.
    • Invoices are categorized into two groups: fully paid and not fully paid. Toggle between the two by clicking the radio buttons below the order search bar.
    • There are multiple ways to search for invoices. The dropdown menu next to the order search bar can change what is searched. You can search by invoice number, your PO number, due date, order number, and more.
    • Clicking on an invoice will open a detailed view. From there you can click the "PRINT" button in the top right corner to download and print a copy of the invoice.

 

Saving Products

  • Shopping Lists

    • Shopping Lists are a great way to organize products into groups. Please note that the Shopping List - in it's entirety - must be added to your cart all at once. There is no option to pick and choose individual items from the list.
    • There are two ways to add products to a shopping list.
      1. Manually click the list icon on product pages or tiles on category pages.
      2. Add the items you want in your shopping list to the cart. Then click the "Save as Shopping List" button in the cart.
    • Benefits of using a shopping list:
      • If you have an upcoming project that requires a large order, you can gradually add and save items to a list to purchase at a later date.
      • If you consistently order a selection of replacement parts together, you can use a shopping list to easily reorder and restock service kits and spares for a particular line or area of process within your facility.
      • By clicking the "Shared" checkbox at the top of a shopping list, the list becomes visible to everyone within your organization. This enables you to create quotes for approval by those with purchasing power in your company.

 

  • Favorites

    • Favorite products are unique to your user account and cannot be shared with others within your organization. They are saved as one combined list, but they can be added to your cart individually.