Please navigate to get answers to questions below

General notes on using the system

Expand here for more details

Every screen is a separate page and every page can be opened multiple times

• makes it easy to put something aside if your attention shifts

Multiple persons can view the same item at the same time

Each person can only login once

Do not share your login details it is used in audit trails

Where a store logs in

Where a store logs in (instead of a user) then some items will require initials / pin to confirm who is making a change

Put items you navigate to often as a pinned button

Open

Filter in any Grid

use dropdown arrow on top LHS of grid to filter

Open

Salesperson Dashboard

Furniture Retail

Salesperson business Flow

• works with the customer to refine the product/s they want

  • Can create product bundles (eg front room sofa set) with RRP for the bundle

• sources unusual materials (supplier and RRP details)

• checks prices if required

• Can adjust price considering

  • Dimension changes

  • Unusual additions - eg piping, curved arms, dimension, changes, unusual fills

Once the customer has paid the deposit (via credit card or direct deposit) the order is Authorised

Key Salesperson Dashboard

Key items for the salespersons attention

1. Visits to the online Quote - counted in boxes of 1d 3d 5d 10d (details page on sales order)

2. Followups on each order

   1. The customer asked for a call back on a particular date

   2. An internal reminder to chase a supplier quote or product details

   3. A comment or question from the customer

3. Expected close dates combined with % chance gives a monthly sales expectation

4. Orders that need attention

5. Next step required for each order

New Customers (or new orders for existing customers)

Configuration wizard choice of products

Every enquiry starts with a product of interest - if the customer has not made all decisions it does not matter - create a quote with them as a starting point - they can look over your shoulder as you go.

Click on a category

Then on a Product Range within the category

Then select multiple from within the range

Also add a bundle name - or add to an existing bundle

Add items and bundles as required

Tick “I want to add another Item” so NEXT button will travel again through the selection wizard to add more items.

Note - Later in the configuration screen can always us the back browser button to go back here and add more items

Configuration of individual items

Note - back button will allow adding more items to the quote

Choose from alternatives - eg legs

Copy choices to other items

If an choice is not in the system

Notes at the category level

Can manually enter or use snippets

Select options - eg split base

Dimension changes and other major changes may require RRP calculation off system

Review the changes and enter the new RRP

Requires Secure feature “can see item buy price” https://saasplications.atlassian.net/wiki/spaces/GH/pages/33042178#SecureFeatures-CanSeeItemBuyPrice

Review of Bundle Pricing

Here can view all items not yet completed and also update the bundle prices

Go back to edit individual items - enter bundle RRP here.

Capture Customer Details

enter a phone number or email or name to find an existing customer

Add images or drawings to the quote

Review the document as will be viewed in Customer Portal