B-Y.com How-To

User Accounts

How do I create an online account?

What are account roles?

Invoices

How can I access my invoices?

Can I pay my invoices online?

Online Orders

Can I search through past orders?

Can I save my cart for later use?

Can I save lists?

Can I upload an Excel document to place orders?

Can I place an order after the end of the business day?

How can I order if I’m away from my computer all day?

I don’t have time to wait in line at the branch. What are my other options?

How can I see if my branch has the part I need?

How can I quickly find what I need on B-Y.com?

Other Common Questions

Where can I find your training schedule?

Do you have instruction manuals or other documents available online?

Do you have a clearance section?

Why can't I see pricing?

 

How do I create an online account?

First Time Users

Click on "Sign In" in the top right corner and then "Create Account". You will need the following pieces of information:

  • Valid email address
  • First Name
  • Last Name
  • B-Y Account #
  • Invoice #
  • Invoice Value

Watch this instructional video.

Additional Users

Your company's account administrator can create accounts for new users from the "User Administration" screen in their My Account Dashboard.

Watch this instructional video.

 

What are account roles?

Account roles allow you to assign permissions to the online accounts of those in your company. 

Administrator:

  • Full access to My Account.
  • Can see invoices and orders for users that User Administrator is assigned to.
  • Default approver if none is assigned to a user.

Associate Buyer:

  • Can see and place orders.
  • Cannot see invoices.
  • Cannot access User Administration.

Junior Buyer:

  • Cannot be assigned as an approver.
  • All orders require approval.
  • Cannot see invoices.
  • Cannot access Order Approval, User Administration

Senior Buyer:

  • Can see and place orders.
  • Can see invoices.
  • Cannot access User Administration.

 

How can I access my invoices?

Click on Invoices in the search navigation bar to view, print and pay statements and invoices.

 

Can I pay my invoices online?

Absolutely! In fact, we'd love it if you did. Once you have access to your online account, simply click on the Invoices link.

Attention, if you are an Apple Computer user: if you use a Mac, you need to do a simple extra step occasionally, for security reasons, to see the invoice plug-in. If your invoices don't show up or you see a blank screen, just open billtrust.com in a separate tab, then refresh the Invoices page, and it will load properly. You're all set!

 

Yes! From your My Account Dashboard you can review all orders your company has placed with B-Y, even if those orders weren't placed online. You can then filter your search by the following:

  • Ship To
  • PO #
  • Order $ Total
  • Order #
  • Date Range
  • Part #/Keyword

Watch this instructional video.

 

Can I save my cart for later use?

Absolutely! You can click on "Save For Later" in your cart. You can access saved carts through the "Saved Cart(s)" screen under My Account Dashboard. 

 

Can I save lists?

You can access My Lists from the My Account Dashboard. 

Create Lists: Once you enter the “My Lists” screen you can click on “Create List”. Then you just have to give your list a name and a description. Note: the list name is required, but the list description is optional.

Once you’ve created your list, it will appear on your "My List" screen, and you can then click on it to edit or share it.

Adding Items: You can add items two ways:

  • By clicking on “Add Items” you can search for items one at a time, either by keyword or part number.
  • You can also upload an Excel document with the correct part numbers to add all items at once.

Once items have been added you can adjust the order in which they appear by dragging and dropping.

Copy List: Once you enter the view screen of a specific list, you can copy it by clicking “Copy” and entering a name for the new copied list.

Share List: Once you enter the view screen of a specific list, you can share it by clicking “Share”. The Share List Wizard will walk you through the following options:

  • Send A Copy: This allows you to send an exact copy of the list to an individual or multiple people via email. Within the email there will be a link that the receiver can use to access the list; if they are not logged in, all they will see is the list of items. In order to review pricing and to make purchases, they will need to login.
  • Allow Others To View Or Edit This List: This allows you to share the list with specific individuals or with all users associated with that Billing To address.

You can also give certain permissions to those you share the list with:

  • Yes, allow editing: they can now add and remove items.
  • No, the list can only be viewed: similarly to sending a copy, the list will be saved on their My List screen.

Edit List: Allows you to edit the name and description of the list.

Watch this instructional video.

 

Can I upload an Excel document to place orders?

Yes! You can access Order Upload from either the My Account Dashboard or the Quick Order screen.

You have two upload options:

  • Use the template provided on the website. If you do this, make sure to check the box for “First row is column headings”.
    • The 1st column is for part numbers and the 2nd column is for quantity.
    • If quantity is left blank the system will automatically assign a quantity of 1.
  • Use your own Excel document.
    • If you use your own Excel document, check to see if you have entered headings on the first row. If you have, check the box for “First row is column headings”.
    • Make sure the 1st column is for part numbers and the 2nd column is for quantity.
    • If quantity is left blank the system will automatically assign a quantity of 1.

Once you’ve uploaded your document, one of two things will happen:

  • If there are no errors in your document, you will get a confirmation message and all of the items will be added to your cart.
  • If there are errors the system will identify them for you; at this point, you can either cancel the upload, fix your document and re-upload, or continue by adding the items without issues to your cart.

Watch this instructional video.

 

Can I place an order after the end of the business day?

Yes, you can! You can place orders 24/7 on our website, so if you are working all day and have no time to stop in or call your branch, access the site and order what you need. Be aware, orders placed after 5 PM are not guaranteed for delivery the next day.

 

How can I order if I’m away from my computer all day?

Through the B-Y App, you can place orders, check your pricing and inventory, and do a number of other crucial things, all while you are on the go. Download the app through either App Store.

 

I don’t have time to wait in line at the branch. What are my other options?

On the website, you can check the availability of each item you need to order, to see if it is in stock at your branch or will require delivery. When you place your order online, you can select either the pick up or delivery option, so you know exactly when you will receive your items.

 

How can I see if my branch has the part I need?

Check the availability of each item on B-Y.com, by navigating to that product page and clicking the "Check Availability" link. The real-time inventory feature will display how many of each item is at your branch, and at every B-Y location.

 

How can I quickly find what I need on B-Y.com?

There are several ways you can quickly find what you are looking for.

  • If you know your part number, type it into the search bar and it will appear in the drop-down menu.
  • If you know what brand of part you need, navigate through the Brand Directory page.
  • If you have ordered this part or group of items before, go through your Order History to easily place an order again.
  • If you consistently order the same groups of items, consider creating a shopping list that you can easily add to your cart and check out.

 

Where can I find your training schedule?

B-Y offers a wide range of training and counter days for HVAC/R contractors. Simply click on Training & Events in the top navigation bar. Or you can start typing what you're looking for in the search bar and if we have anything available it'll appear in the results. 

 

Do you have instruction manuals or other documents available online?

Yes, it's our goal to provide you a complete library of information to make your job easier. Search for the product you're looking for documentation on and click into the product detail page. At the bottom of the product detail page, you will find all documents that we have on that particular product. If something is missing that you need please use the feedback button on the product detail page and let us know and we'll try to fill in the gap as quickly as possible. 

 

Do you have a clearance section?

Yes, click on Bargain Buys after signing in to view our catalog of damaged, discontinued and, obsolete items. We add new items monthly. 

 

Why can't I see pricing?

There could be a few potential reasons why you don't see pricing.

  1. You don't have an online account. Set one up and you'll be able to see pricing and place orders.
  2. You haven't logged in. For security reasons, pricing is only available to HVAC/R contractors with customer accounts who have logged in to their online account. 
  3. The item is restricted. There are certain items that can only be purchased if you are certified either by B-Y or by the manufacturer. 

If none of these apply to you but you still can't see pricing, please use the contact us form to let us know about your issue and we will fix it.