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:
- Default cascading style sheets to display on the Portal
website.
Your firm's web designer may create optional customized style
sheets with your company colors, logos, fonts, and verbiage.
- Unique customization of web access levels, themes,
presentation, functionality, and information retrieval at the
individual customer account level.
- Bulletins appearing on relevant dates, posted on your Web
Welcome screen such as sales promotions or seasonal greetings
by theme.
- Customer A/R account inquiry, displaying information on unpaid
and paid account activity, with related payment history.
- A/R account roll-up option, providing ability to view account
information summarized by Monthly, Quarterly, or Yearly
periods.
- Parent/Child account linked relationships providing access to
dependant customer account information.
- Invoice and Contract detailed display with the option to print
documents locally using Jasper forms.
Note: Only posted invoices can be printed.
- Selection of rental groups and sales products, with the ability
to view rates, prices, safety notes, and specifications, and add to
an order list.
- Ability to generate a request for a Quote or Reservation using
the Shopping Cart product selection.
- Ability to request a product pickup by contract when equipment
is no longer required on a site.
- URL links for Rental Equipment specifications providing direct
access to a supplier's specification information as posted on their
website.
- Real time product availability.
- Kits and Suggested Sales Lists optional link to a main
product.
- Shopping Cart ability to change dates, and to resort product
order before Check Out.
- Ability to automatically trigger an email to both the customer
and the designated store staff when a Portal order request
is generated at Check Out.
- Ability for administrator and/or customer to change website
access password.
- Customer account administrator control of employee level access
to the various options.
- Security lockout on a pre-determined number of unsuccessful
login attempts.
- Password reminder feature, generating an email of password to
administrator, pending personal security confirmation and
verification.
- Optional subscription to automated reporting selections, where
output is emailed directly to customer's address, at a
pre-determined number of days before month end.
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.
- The email to the customer lists the Portal confirmation
number and the products that have been requested.
It is sent to the email address displayed on the Check Out screen,
which defaults from Customer Information,
but can be over-typed at Check Out.
- The email to alert store staff of the request, is first sent to
the address designated for that customer in the expanded record in
Portal Customers.
If no email specific staff address is entered for the customer,
then the email address for the store division in Global Portal Settings is notified.
If no email address is setup for the division, then the general
email address for the company in Global
Portal Settings is notified according to Quote or Reservation
document type.
If no email address is setup for the general email address for the
company, then the company email address is notified as setup in
Company Miscellaneous Parameters.
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.
- The email to the customer lists the Portal pickup
request number and the products that have been requested.
It is sent to the email address as defined in the Customer Information.
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