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
- Click the button Portal Manager to get to the administrative area.
- 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.
Top
1.1 Details
- Choose in the overview the order whose details you want to view.
- 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
- Mark as APPROVED if you want to approve the order or
- Remove order if you want to delete the order.
Top
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.
Top
2. Overview Proposals
- Click the button Portal Manager to get to the administrative area.
- Then click Sales & Support > Orders & Proposals.
- 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.
Top
2.1 Add
- In the navigation on the left, below Orders & Proposals, click Back to Shop.
- Choose the desired products in the online shop.
- Put them in the shopping cart.
- 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:
- 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.
- 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.
- Price Shows the price.
- Delete By clicking the icon you can delete the product from the proposal.
- 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.
- Activate in the area Actions the checkbox Proposal Number if you want to generate a new proposal number.
- 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.
Top
2.2 Edit
- Choose in the overview the proposal you want to edit.
- Click the Proposal Number.
- Do the desired changes, q.v. 2.1 Add.
Top
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.
Top
3. Proposal Text Components
- Click the button Portal Manager to get to the administrative area.
- Then click Sales & Support > Orders & Proposals.
- In the navigation on the left, below Orders & Proposals, click Proposal Text Components.
- Enter in the field Name the name of the component.
- Enter in the field Content the text of the component.
- If required activate the checkbox This text component for proposals is available to all users.
- Click the button Save when ready.
Top