After the customer has logged into Portal with his Account Number, User Name, and Password, as explained in Customer Administrator and Employee Access, and if the web administrator has included it, the Shopping Cart option will always be listed as the last item on the Web menu displayed in the banner of the Portal website screen.
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'.
Within the Shopping Cart option click on one of the following browsing selection options:
Groups can be selected by one of the following two methods:
SELECT RENTAL CLASS
Enter a Product Class or select one from the drop-down box
provided.
Only Rental Product Classes flagged in Inventory/Division Settings to be displayed on the
Portal website are listed.
All Groups for that class that have been flagged in Inventory/Division Settings to be displayed on the Portal website are displayed.
The Group information displayed on the Portal website includes:
To select a Rental Group for your Shopping Cart enter the desired quantity and click on the button to ADD TO CART.
A Shopping Cart Settings parameter controls whether
related Kit and Suggested Sales List items are also added to the
Shopping Cart with the recommended quantities at this time.
Refer to in the Shopping Cart Settings window in Presentation Themes for details on this
processing.
If this feature is not activated, Kits and SSL items can still be
added later along with the Services, by the rental store staff when
the Portal request is converted to a Reservation or
Quotation.
The count of the "Items In The Cart" and the Shopping Cart itself are updated.
SELECT SALES CLASS
Enter a Sales Product Class or select one from the drop-down box
provided.
Only Sales Product Classes flagged in Inventory/Division Settings to be displayed on the
Portal website are listed.
All sales products for that Group that have been flagged in Inventory/Division Settings to be displayed on the Portal website are displayed.
The Sales product information displayed on the Portal website includes:
To select a Sales part for your Shopping Cart enter the desired quantity and click on the button to ADD TO CART.
A Shopping Cart Settings parameter controls whether
related Kit and Suggested Sales List items are also added to the
Shopping Cart at this time.
Refer to in the Shopping Cart Settings window of Presentation Themes for details on this
processing.
If this feature is not activated, Kits and SSL items can still be
added later along with the Services, by the rental store staff when
the Portal request is converted to a Reservation or
Quotation.
The count of the "Items In The Cart" and the Shopping Cart
itself are updated.
If the quantity of a product is changed, the quantity of any linked
Kit or SSL items is changed in proportion.
To remove an item (excluding Kit or SSL items) that is not really
wanted, click CART to view the Cart and change the
quantity back to zero.
Product quantities can be changed.
To remove an item from the cart, change the quantity to zero.
If any quantity is changed, click on the UPDATE CART
button to recalculate the Shopping Cart quantities accordingly
before Checking Out.
Product level comments can be added when using the SOAPUI.
If your firm uses a Portal interface that uses SOAPUI, a 200
maximum character comment can be added to each product in the
shopping cart.
The comment is displayed when reviewing submitted cart requests and
is converted to the resulting document.
The comment is also included in the submit cart confirmation email
that is sent to the customer.
To return to the Rentals or Sales selection screens to make additions, click on the Shopping Cart option in the menu.
When the Shopping Cart is complete, click on the CHECK OUT button to create a Portal request.
If optional Kits and SSL items are linked to products on the Shopping Cart, but they have not yet been checked to be submitted or to be excluded from the cart, a window will offer a final choice on these optional items.
SHOPPING CART CHECK OUT
Mandatory fields include the customer's email address and telephone number which usually default from Customer Information, but can be over-typed if required.
To return to the Rentals, Sales, or View Cart selection screens to make changes or additions, click on the appropriate heading.
To close the Reservation or Quotation request click on the
SUBMIT button.
An email is triggered to the customer confirming the
Portal confirmation number and the products that have been
requested that is sent to the email address displayed on the Check
Out screen.
This defaults from Customer Information
but can be over-typed at Check Out.
Prices for Rentals, Sales and any Delivery and Pickup charges as
well as Taxes can be included on the confirmation email to the
customer if the Show Price on Confirmation Email flag is set
in the Global Portal Settings.
When prices are being included in the email a second flag to
Estimate Delivery/Pickup Charges can be set in the Global Portal Settings if your firm does not
calculate charges until the Delivery or Pickup Ticket is actually
created.
Note: The charge for the Delivery and Pickup services is based
on the Service Default code set in the "Delivery Settings"
and in the "Pickup Settings" of Division
Delivery/Pickup Parameters for Head Office (blank
division), and the dollar amounts set for those Service
Default codes in Service Codes.
If there are no Service Defaults setup for the Head
Office (blank division) in Division
Delivery/Pickup Parameters then no delivery or pickup charges
can be calculated.
An email is also generated to the rental store staff to bring
their attention to the new reservation or quote request.
This email is sent to the address designated for that customer in
the expanded record in Portal
Customers.
If no specific staff email address is entered for the customer,
then the email address for the store division in Presentation Themes is notified.
If no email address is setup for the division, then the email
address for the company in Presentation
Themes is notified according to Quote or Reservation document
type.
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