Orders & Proposals

v9.0 - Last Mod.: 08/04/2017
Orders are articles or products bought by a customer and thus ordered. Proposals are made by employees of your company, which are made available to the customers who can buy them in the online shop.
Note: To work in this area please log in as "Shop Manager" or "Portal Master."

1. Overview Orders

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Orders & Proposals.
As far as orders exist already you get the following table:
  • Order number Shows the order number.
    By clicking the number you get to the details of the order.
  • PDF By clicking the icon you can view, save or print the order as a .pdf file.
  • Date Shows the date of the order.
  • User name Shows the user name of the customer.
  • Company Shows the company for which the order was made.
  • Name Shows the customer.
  • Total amount Shows the total amount of the order.
  • Status Shows the status.
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1.1 Details

  1. Choose in the overview the order whose details you want to view.
  2. Click the Order number.
You get to the details in which you can view all facts of the product, addresses, payment methods, etc.
  • If required enter in the field Operator comments comments about the order.
  • If required enter in the field Order status information for the customer information which the customer can view if he accesses the order.
Click either
  1. Mark as APPROVED if you want to approve the order or
  2. Remove order if you want to delete the order.
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1.3 Search

You have two possibilities to search an order:

In the navigation on the left, below Orders & Proposals, click Orders.
  • From the selection box Select search pattern choose the status. Click the button Find orders.
  • Enter in the field Enter order number or user name order number or user name. Click the button Find orders.
If results exist they are shown.

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2. Overview Proposals

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Orders & Proposals.
  3. In the navigation on the left, below Orders & Proposals, click Proposals.
As far as proposals exist already you get the following table:
  • Proposal number Shows the proposal number.
    By clicking the number you get to the details of the proposals.
  • Date Shows the date of the proposal.
  • From Shows who created the proposal.
  • To Shows for whom the proposal was created.
  • Price Shows the price.
  • Status Shows the status.
  • Copy By clicking the icon you can copy the proposal.
  • Delete By clicking the icon you can delete the proposal.
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2.1 Add

  1. In the navigation on the left, below Orders & Proposals, click Back to Shop.
  2. Choose the desired products in the online shop.
  3. Put them in the shopping cart.
  4. In the shopping cart click the button Create proposal.
    Note: You can only create proposals if you have the needed permission.
You get directly to the administration of the roposals where you can edit the proposal:
  1. Enter in the area Address in the field Recipient a keyword or the name of the recipient and select the desired recipient from the list.
  2. Enter in the area Header a corresponding header, e.g. a personal salutation.
    Note: Choose from the selection box Select text component below a predefined text component and click the button Insert.
Below you find all products of the proposal:
  • # Shows the number.
  • Position By clicking the arrows you can change the positions.
  • Product name Shows the product name.
    By clicking the name you get to the product in the online shop.
  • Unit price Shows the unit price of the product.
  • Quantity Enter the desired quantity of the product.
  • Discount If required, choose a percentaged discount from the selection box.
    Note: The Shop Manager can update the discount levels under Shop Settings > Orders & Proposals.
  • Price Shows the price.
  • Delete By clicking the icon you can delete the product from the proposal.
  1. Enter in the area Footer a corresponding footer, e.g. conditions of delivery or terms and conditions.
    Note: Choose from the selection box Select text component below a predefined text component and click the button Insert.
  2. Activate in the area Actions the checkbox Proposal Number if you want to generate a new proposal number.
  3. Click the button Update proposal when ready.
Now you have the following possibilities:
  • Send proposal via email Click the button Send email notification to customer to send the proposal via email.
  • Buy proposal Click the button Buy proposal on behalf of customer to buy the proposal for the customer.
  • Product Name Enter a keyword or a product name and click the button Search. Choose from the results the desired products and click Add.
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2.2 Edit

  1. Choose in the overview the proposal you want to edit.
  2. Click the Proposal Number.
  3. Do the desired changes, q.v. 2.1 Add.
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2.3 Search

You have two possibilities to search a proposal:

In the navigation on the left, below Orders & Proposals, click Proposals.
  • From the selection box Select search pattern choose the status. Click the button Find proposals.
  • Enter in the field Enter proposal number or user name a proposal number or user name. Click the button Find proposals.
If results exist they are shown.

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3. Proposal Text Components

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Orders & Proposals.
  3. In the navigation on the left, below Orders & Proposals, click Proposal Text Components.
  4. Enter in the field Name the name of the component.
  5. Enter in the field Content the text of the component.
  6. If required activate the checkbox This text component for proposals is available to all users.
  7. Click the button Save when ready.
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