Portal Technology Overview V4.0


Portal Overview Information Guide -> Portal Technology Overview V4.0

The Portal management options can be used to setup the controls and monitor direct interactive website access for your preferred On Account and Cash customers over the Internet.
Using the Portal your customers can view their business transactions with your firm and can even request new product reservations and quotations and equipment pickups.

Some of the Portal features include:

To use Portal web access, contact Texada Support for assistance in licensing and site web setup.
The Portal Management options are company wide even in firms that are utilizing the "Operators by Division" feature.
Only Portal Confirmations respects the Divisional Restricted Views assigned to the operator.

Customers:
Customers can be identified in Customer Information or in Portal Customers, and assigned personal passwords to provide them with website access that allows them to view their accounts, print invoices and contracts, change their passwords, and request equipment reservations or quotations, according to your company's Portal design and purpose.
Customized access, themes, and information retrieval levels, can be setup at the customer level. Parent/Child relationships can be constructed.
This service is not available to any Customers identified as the 'Clone' customers for any Division in the Divisional Contract Parameters as these customers are too generic and cannot be setup as a Portal Customer

Products:
Specific Product Classes, Groups, Sales Parts, and Rental Equipment Groups, can be flagged to show on your firm's website for booking, complete with product prices and rates, equipment specification, safety notes and even product pictures and links to vendor web page information.
Product availability information is also provided.
Rental Equipment is always reserved by Group.

Sales and Rental products can use Website Categories to organize how the inventory is displayed on the web Portal, providing two to four levels in the product 'Class/Group/Category tree'.


Kits and Suggested Sales Lists:
A Shopping Cart parameter controls whether related Kit and Suggested Sales List items are added to the Shopping Cart when a main product is selected.
Refer to in the Shopping Cart Settings window in the Presentation Themes for details on this processing.
If this feature is not activated, Kits and SSL items can be added later by the rental store staff when the Portal request is converted to a Reservation or Quotation.

Services:
Reservations and rental quotations initiated from the Portal website do not provide the option to select services.
Delivery or Pickup can be requested by the customer when the Shopping Cart is closed, but the charges and other services can only be added by rental store staff at the time the Portal request is converted to a Reservation or Quotation in Portal Confirmations.

Web Portal Request Notification:
When a request for a Quote or Reservation is generated from the Check Out of a Shopping Cart on a Portal session, emails are triggered to alert rental store staff and to confirm the customer's request.

When a request for a product pickup is generated for a contract on a Portal session, an email is triggered to confirm the customer's request.


Document Details:
Fine tuning of the Quote or Reservation can be completed by rental store staff when the Portal request is converted using Portal Confirmations, including additional kits, SSL items, services, updating clerk code, Business Source, taxes, payment terms, etc.

Note: When utilizing a browser to access the Portal website, it is recommended not to rely on the back and forward buttons, as images stored in the browser cache cannot control.


Topic Keyword: WE0001
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