You can create and send orders to new or existing customers directly from your store in Business Hub.Business Hub is DecoNetwork's quote, order and production management software.
Prerequisites
- You must have the Administrator, Sales Manager or Sales Team permission to use this feature.
To create an order:
- Log into your DecoNetwork website.
- Browse to Business Hub > Orders.
- Click on the Add New Order button.
A new order form is loaded.
- Click on the customer field and select a customer from the drop-down list.
If the customer does not exist, you can add a new customer on the fly.
- Add one or more products. You can add products in a few different ways:
- Add a new product using the product list
- Add a free form product
- Add a previously ordered product
- Add a product using the Designer
Click on a link above to see the instructions.
- For each product added, select a color, specify quantities per size, add designs by clicking on the load in designer icon, select product options (if any), and optionally specify a discount.
- Click on the Shipping row, choose a shipping method from the table, then click on the okay button.
- Click on Save & Email Order to save the order and email to your customer for approval.
You can choose to apply other actions to the order:
- Save as Draft: If it is incomplete, you can save your order as a draft and update it later.
- Cancel: Cancel will discard the order if it is no longer required.
- Save Order: If you do not want to send the order to the customer just yet, just click Save Order. Once saved, you will have the option to send the order to the customer at a later time.
- Complete the Email form, then click okay.
Click here for more details on emailing an order to the customer.
To add a new product using the product list:
- Click on the Add New Product button.
- Search for and select a product from the Name drop-down list.
The product is added as a line item to your order. Color and size fields are automatically populated with default values.
If you do not know the product code or name, you can use the Product Selector to visually select a product.
To add a new product using the Designer:
- Click on the Load Designer button.
The Online Designer will be displayed.
- Select a product from the Products tab in the Designer.
To add a divider after a line item:
- Click on the Add Divider button.
An empty line will be displayed after the last line item in the order.
- Click within the cell containing the instruction text and enter a title for the new section.
The following is an example of the customer view of an order containing dividers.
Comments
0 comments
Please sign in to leave a comment.