The Portal website is a user definable web page, from which your customers can access product and account information, or even use a Shopping Cart to generate product quotations and reservations.
A standard Portal website layout with cascading style
sheets is provided by Texada Software.
The Portal can be used in this standard default format, or
the website layout and style sheets can be completely modified and
redesigned by a web designer to reflect your firm's personality and
preferences, including logo, fonts, and colors.
Portal Presentation and API themes for website access and
information retrieval can even be controlled and customized at the
individual customer level.
WEBSITE Setup by your store's Web
Administrator
On the Internet, only your firm's web administrator can access and
personalize your web page.
Your web administrator account number is webadmin combined
with the password setup in Global Portal
Settings.
ACCOUNT NUMBER: webadmin USER NAME: -leave blank (assumes administrator) PASSWORD: -as defined in Global Portal Settings LOG IN button (to accept login ID)The web administrator can only be logged into the website on one session at any time.
Note: If the webadmin does not log out properly, the webadmin session will have to be cleared manually from Current Active Sessions.
A Password reminder utility can also be setup to email the
customer his forgotten password.
For details refer to Customer Administrator
and Employee Access .
The screen title displays the text for Welcome Words as
setup in Presentation Themes according to
the theme assigned to the customer in Portal
Customers.
For details on customizing themes and style sheets refer to
API Themes and to Presentation Themes.
Additional store bulletins or seasonal greetings can be setup by
theme to display on the Welcome Screen for a specified date range.
For details refer to Web Portal Comment
Codes.
MENU CONSTRUCTION
Your firm's web administrator can fully control the presentation
and customization of your Portal website.
After logging onto the website as outlined above, the web
administrator can build a menu of API's to be made available to
your customers, or can modify the default API selection provided by
SRM software.
When the webadmin first signs on, the customer "Welcome Screen" is
suppressed.
Move the mouse cursor over each menu item to view and access the options and utilities available in the drop-down list under that category heading.
This selection can be completely customized as your default or by specific themes, for unique customer access.
The REMOVE MENUS option below the menu banner can be used to clear the menu options for this API Theme in order to rebuild the menu selections. Confirmation is required.
These are some of the API options that can be made available for customer use:
GENERAL INQUIRIES
Equipment Availability:
Rental Rate Inquiry:
Job Sites:
Google Link:
CONTRACT INQUIRIES
List Contracts:
Request Pickup:
Contracts Billings:
Estimated Billing Report:
View Contract:
INVOICE INQUIRIES
List Invoices:
View Invoice:
MAINTENANCE
Update Driver's Licenses:
Update Job Sites:
USER PROFILE
Update User Profiles:
Change Password:
SHOPPING CART - this option will always be listed last on the menu banner.
The layout of each menu or menu option is split between the
Heading and the Details.
To view the construction of an existing category or API, just click
on your choice in the menu banner or in the drop-down box, or to
create a new API menu option, click on + symbol.
Detailed instructions for Editing Headings are outlined below.
When the heading of a valid API is displayed the Details
of that API can be accessed and edited by clicking on SHOW
DETAILS on the right.
This action is only available for valid API's.
The Details can be used to control the prompts to be used
for that function or utility, and to customize the output
returned.
Detailed instructions for Editing Details are outlined below.
Menu category headings always display in the root position on the banner, meaning any following functions or API's will default to display in the drop-down box under the menu category.
Note: If menu headings are not setup, i.e. only API's are listed on the web menu, then the API's are automatically listed in the root position.
Menu Option:
To assign an API call name for a utility or function, click on the
drop-down button to view and select from the available API
options.
After the Header has been SAVED, then the SHOW
DETAIL option will become available.
URL Link:
If this field is set to User Defined API a link to another
website can be established on the Web menu banner.
Links to any other website can be offered, although usually it is
your own company's or a related supplier's.
The SHOW DETAIL action is not provided as it is not
relevant.
In designing the Web menu, if menu headings are utilized all APIs following are nested under the heading until the next menu heading is listed.
The Reset Root field can control the position of an API
or a User Defined URL Link, that usually defaults to display nested
in a sub-menu.
When this field is set to Yes, the option is moved into the root
position on the banner, rather than displaying under the previous
sub-menu heading.
Subsequent APIs and User Defined URL Links on the web menu will
also be reset to the root position until the next menu heading is
listed.
Click SHOW DETAILS to display and access the
Detail fields that control the Input Parameters and the
Output Record Sets of the API menu option.
This action only applies to Headings that have a valid API name in
the API CALLED field.
(i.e. not blank, and not User Defined API)
Note: When combinations of D/W/M are used, they must be
separated by a space.
i.e. "1D 2W 1M"
CUSTOMER#:
Normally the customer # field should be left blank so that the
inquiries only display documents for the corresponding customer
number of the account logged in.
Note: In rare situations, if ALL_CUSTOMERS is entered for
the 'Default Value', then information for all customers will be
included in this inquiry.
This could be useful for an in house website for an API such as the
Open Contract List, but this is NOT suitable for your
customers' accessibility.
Be advised that by altering the Customer# setting more than one customer may be accessed by a single web account.
SEARCH BY:
This can be left blank, or it can be set to P for Product search
only, G for Group search only, or C for Product Class search
only.
YES/NO:
This can be set to default to Yes or No, and a drop-down box is
provided.
e.g. For "All Sites", No would limit the site selection to only the
customer's own sites, but Yes would allow selection from all
sites.
OUTPUT TYPE:
This is a parameter, that only applies to certain API types, such
as View Contracts, View Invoices, and Rental Analysis.
The options include Screen Print which generates a document
such as an invoice or contract, or Record Set which displays
the information in a data table report format.
When the "Output Type" field is left blank, applicable API's
default to the Screen Print option.
Note: When API's are displayed in Screen Print report format, all standard information fields are reported, regardless of the status of the display flags or the sort order flags.
Shortcut: To cause all fields to be flagged to display, check
the Display box provided at the top of the column heading,
and then specific parameters can be de-selected as required.
Conversely uncheck the Display box to remove the display
flag on all fields.
Shortcut: To cause all fields to be flagged to display, click on the Display Box provided in the column heading, and then specific parameters can be de-selected as required.
Note: Certain API's when displayed using Output Type Screen Print, such as view Contract, or Invoice documents, will show all standard information fields for the output regardless of the display flags or the sort order flags.
Note: When a customer is logged in, he also has the ability to click on a document number (i.e. contract or invoice) to generate a copy of the printed document on the screen.
Click SHOW HEADER to return the Editing Header without saving and changes to t
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