Reasons for a previous order not found may be:
To Fix: Enter or fax a new order or call customer service to see if they can fix the number so you can find it. When faxing a reorder with distributor change, be sure to highlight the distributor number change so that order entry will change it.
Yes! In the order screen, enter the bank information and click the "update bank" button. You can continue this process until you have entered all the banks you would like to add. There is no need to delete the information as long as you make sure all the fields are correct, the "update bank" button will create new bank each time the bank id and branch is unique.
Yes, each time you make a change in the bank information, it is automatically updated in the database when you SUBMIT the order. Changes can be made without placing an order by:
If you need to totally delete a bank, you can either change the information to a new bank or call customer service to have it removed.
One of the goals of online order entry is to gather clear, concise order information. Faxes are not always legible. Online order entry gives you control over how your orders print; special spellings of words, spacing, capital versus lower case letters, font styles all print exactly as you typed them.
We realize that all new programs have a learning curve, but we hope we have created this online order entry as simply as possible given the amount of information required. Below are definitions and instructions for each section and field. If these definitions do not answer your question, you are welcome to call customer service for additional help.
This information is kept in a database on our web server. If you notice that a field is incorrect you may type the correct information in the field and it will be updated when you SUBMIT your order. This will update the information on our server, not the Safeguard DNET.
All orders require a new CMS number, which must be 6 characters.
For reorders, you may type in either the previous CMS number or the previous Northstar number. Click on REORDER LOOKUP to bring forth all previous information. When the previous information is brought forward, the number you didn't fill in (CMS or Northstar) will be filled in. **Depending on your connection speed, this could take up to a minute. Please wait for the screen to refresh before continuing.
If a reorder is not found double check the number you typed in. If it's correct, click here for further information.
Choose the ship method from the drop down box and type in the ship to information as needed.
Each distributor creates their bank database in this area. Bank databases are created in two different ways; either by typing in new information and SUBMITting the order, or by typing in the information and clicking the "Update Bank Info" button. Here are descriptions of how to use each field:
Bank R&T List (Drop down box): This is where you can select previously entered banks. After you select the bank be sure to click on the "Lookup Bank Info" button to fill in the fields. If a bank isn't listed you will need to fill in the information to create the bank in your database.
Bank R&T #: This is the routing and transit number of the bank and will be used to identify the bank in the drop down box above.
Branch: This is the Branch ID you assign to the branch of this bank. This can be alphanumeric and correlate to the banks own branch numbers or your own unique ID. For example if you have ABC bank, with a branch at 123 Anywhere Street and a branch at 456 My Street, they would use the same R&T number in many cases, but the Branch may be 123 and 456 to differentiate the addresses in the database.
Bank Logo: 99% of bank logos are formatted in this way: BK989 or E1304. There are no spaces and the letter must be included before the numbers. Bank logo's only print on the checks, not on deposit tickets.
Bank Type: Bank logo's are divided into four types. The logo's are set up according to Safeguard specifications for this logo and for quality. The type of logo must match Safeguards specs otherwise it will not print correctly. Click here to see examples of bank logos.
Bank Imprint Fields: Please, please type the name of the bank in the Bank Name field, even if a logo will print instead of the name. Our programming suppresses this line when printing a logo, and the bank name field is printed on deposit tickets and verifies that the correct logo is used. Fill in the address fields accordingly. Address 3 is ONLY used on D logo's.
Fraction #: Type the fraction number exactly as it should appear on the checks, using a / for the divider.
Check R&T #: This is the full R&T number that will print on the checks. This field is copied to the check MICR R&T fields for you when the "Lookup Bank info" button is clicked, eliminating the need to retype it each time and eliminating typos.
Deposit R&T : This is the R&T number that will print on the deposits. Sometimes this number is different than the checks. This field will also fill in the deposit MICR R&T for you when the "Lookup Bank Info" button is clicked.
Print Account # under Fraction #: Some banks request that the account number is printed under the Fractional number. If this is the case, click this box to place a check mark indicating to print it.
Kit Item List/Kit Item #:
** Note that Executive and Pocket orders are ALWAYS a kit. Odering checks only for pockets or executives still includes a register, therefore it is a kit. Also, checks for these kits are FS, but a coded differently in our system to have them cut or printed correctly. If you do not choose a kit AND click on the "Look Up Kit" button, you will get the 7 ring style of checks.
For reorders: If you placed a kit order before, you will find that the all those items have populated. If the order is now for checks only, you will need to take out what you do NOT want, including the Express Secure kit code. If the order is for a pocket kit, checks only, you will need to change the kit code to a reorder kit code.
For new orders: If you wish to order a kit, there are two ways to select the kit:
Use the drop down list to select the kit and click on the "Look Up Kit" Button
Type in the Safeguard Kit item number and click on the "Lookup Kit" Button.
Selecting your kit either way fills in all the default information for the kit, like check style options, quantity, deposit ticket style and equipment options. Be sure to wait until the screen refreshes before scrolling down to fill in your options!
Check List/Check Item #: Choose the check style, color and number of parts (if applicable) from the drop down list or type in your Safeguard code. If a kit was previously chosen, only the valid check styles for that kit will be listed. For example Express Secure kit with 2 part checks will display all the 2 part check codes in the available styles and colors for that kit. A pocket will display all the available colors & parts for that kit code.
Quantity: If a kit was chosen this field is filled in for you. If you are only ordering checks, you may select a quantity from the drop down box.
Prefix/Static: Some customers need a static prefix before the gothic number. Prefixes can be up to 6 characters and can be alphanumeric. Note that if you only need 4 characters and you want them to be right next to the numbering, you will want to type two spaces before the prefix. Likewise, if you want a space at the beginning and 1 space between the prefix and the numbering, you would type a space - prefix letters - space. Prefixes do not print in the MICR line.
Starting #: Type in the starting number for the checks.
Customer Logo & Logo No: The customer logo may be type A for none - text only; B for a standard Safeguard Logo, C for a custom logo that will be emailed (or is already on our system), or option D for a custom logo that will be mailed. Click here to see examples of logo layouts.
Customer logos do not have one standard naming convention. The B logo format (standard Safeguard woodcut logo's) is usually a letter, a number and then the letter "r'. For example J17r. B logo's may also be used when there is a logo to the left of the imprint text and are custom. They have unique ID's that are assigned when the logo is produced for the check here. C logo's include a logo and the text, or sometimes just text. For example, if the company name was too long and must stay on one line, a custom logo may have been created for it. If a bullet was requested between phone numbers a logo was created. We started with naming customer logo's in relation to the content of the logo. But they have since standardized to a format such as SB123.
When placing a reorder, if you are surprised to find a logo in the Customer logo field, it was probably created at Northstar to handle one of the needs mentioned above. DO NOT clear this field or your reorder may not turn out the same. If a logo is in this field and there is an address change, please mention it in special instructions. We will then know to check the logo to reflect those changes.
If you have a new logo and you would like to email the art to us, you may click on the Email Custom Logo link and your email composer should open to allow you to attach and send your art then and there. Be sure to type in your CMS number on the subject line! Click here for artwork size requirements.
Custom logo's may delay printing of the order by 24-48 hours. 2 color logo's may take 5-7 days to ship as they are printed on a press.
Check Font: The default font, Helvetica, is shown in this field. You may select a different font from the drop down box.
Customer Imprint: Even if you are requesting a logo, these fields need to be filled in. Deposit tickets use all these fields for imprint and inquiry fields need them to help you find orders. Comments, such as "logo here" should be typed in special instructions, not here.
To the right of the first three imprint lines font type option boxes. The default is to have line 1 as "T" = 10 point bold. The next two are N for 8 point text (no bold). Our rules state that in the case of DBA's, the second line is "B" = 8 point bold. If the text is too long for one line, it is broken into two lines and the second line would be a "T" to match the first line. This gives you flexibility in how the imprint will look.
Tag Line Text: This is optional text, often used for advertising and prints under the amount text line. For example "Building quality homes since 1969". The maximum number of characters is 35.
Stub Text: This is the text that prints at the edge of the check stub letting customers know where to reorder their checks. This is defaulted from our mail file from the original sign up. If you would like to change it you can. It will be a permanent change for all orders from then on. We will not notice that you have changed it, so be sure to proof it well before submitting!
Number of Signature Lines: All checks are printed with 1 signature line, and is the default for this field. If you would like two or three, you may choose that option in the drop down box.
Signature Line text: This is optional text that prints in the signature line area. By default, "Authorized Signature" is printed below the default signature line on every check and cannot be removed. An example of optional signature line text is: "two signatures required over $2000.00".
2nd Signature line text: This is a second line of optional signature text.
Signature Line Positions: Click here to see position examples.
If this is a reorder: The information should be filled in from the previous order. If the account number has changed, you may make the changes here.
If this is a new order: The routing and
transit should have been filled in for you if you clicked "Lookup Bank Info"
button earlier. Type in the account number in the correct positions, the
cursor will move to the next position after you type. DO NOT put
any characters in spaces, such as an X where you want a position to be blank.
These characters will either make the order fail on printing, or will
actually print on your checks. Type the letter "B" for a MICR dash and the
letter "C" for the on us symbol. The letter "a'" is used for the bank
transit symbol and is provided for you.
**If you cannot type in a particular position, there is probably a space
character in it. Use your mouse to click on the space and hit the delete
and then the backspace key to clear any hidden information that it may contain.
Then try typing the number again.
If you chose a kit, the style and quantity are filled in for you. (If they are not, chances are you did not click on the "Look Up Kit" button after selecting the kit code). If you are ordering separate items, you can choose the style and quantity here.
There is also an optional starting number field in case you would like consecutive numbering on your deposit tickets.
Type the account number into the MICR line if not already filled in from a previous order.
If a kit was chosen the appropriate items should be filled in for you. Such as a pocket organizer and stub box for the Express Kits, or a register for the Pocket or Executive kits. If your kit includes a binder or cover, there is a drop down box to select the choice of color.
If a stamp is included in the kit if chosen, or you would like to order one individually, you can click the "Set Stamp Info" button to fill in the standard format. If you need to include a DBA or wish to order a non-standard stamp, you can change the information.
There is a check box to indicate whether you would like a Business Management Solution and/or Safeguard Solutions brochure included with this order.
You can order additional binders, registers etc by choosing the item from the drop down box and the choosing the quantity to the right.
Special Inks: This is an option at additional cost. A customer service representative may call you for additional information.
If you would like a proof sent, please check the box indicating whether you would like a proof of the whole check or just the logo. See pricing sheets for additional costs for proofs.
On check styles with a 2nd stub, printing the Gothic number on the middle stub is an option and can be indicated by checking this box.
You may type comments here that pertain to this order. Please limit your comments to issues that are not covered by the fields in the form.