Presentation Themes
Portal Management -> Setup ->
Portal Presentation -> Presentation
Themes
This utility maintains the settings controlling the
functionality and image of your firm's Portal website, once
the customer assigned to this theme has signed in successfully,
including welcome words, messages, Shopping Cart features, search
settings, etc.
Multiple themes can be designed, and then can be assigned to
specific customers in the Associated Customers window.
A Default Presentation Theme is supplied by SRM software
that can be utilized as is, or can be customized a lot or a little
to suit your company's flavour and style.
Unique Presentation themes can even be designed further for
specialized customization at the customer level.
The parameter prompts include:
-
- PRESENTATION THEME
- Leave this field blank to access the settings for the
Default Presentation Theme, or enter the code for a
customized Presentation theme, or to view an existing theme select
one from the Theme Search window.
Some of the appearance settings for the Default Presentation
Theme, default from the Global Portal
Settings.
e.g. Background image
DESCRIPTION
- This is the name of the Presentation theme.
THEME COMMENT CODES
- Multiple comments can be displayed on the Portal website
according to theme and during the pre-determined date range.
A window is provided to list the codes that control the comments
and dates.
In the Theme Comment Codes window, a Theme Comment Code Search window is provided to
view and select from available codes.
Note: Any changes made to the comments or dates of a code in
Portal Comment Codes, are immediately
reflected in any customer's Presentation theme to which the code
has been assigned.
SHOPPING CART
- This setting controls how On Account customers that are
assigned this Presentation Theme are able to use the Portal
Shopping Cart feature.
Select one of the following options:
- Select Disabled if these customers should only have the
ability to review their account information, and should not be able
to generate any rental or sales requests.
- Select Rentals if the shopping cart is accessible from
the Portal for customers with this theme, but should only
display and allow bookings for Rentals.
- Select Sales if the shopping cart should only display
and allow Sales.
- Select Both to allow the shopping cart to be used for
both Sales and Rental transactions.
This is the default value.
SAVE SHOPPING CART AS
- When the shopping cart is completed it can be converted to an
Portal request for a Reservation or a Quotation.
Select one of the following options to apply to customers using
this Presentation Theme:
- Select Reservation to convert the items to a Reservation
request for On Account customers.
This is the default value.
- Select Quote to convert the items to a Quotation request
for On Account customers.
- Select Both to allow the On Account customers to convert
the selected products to either a Reservation or to a Quotation
request.
- Select Neither to allow view-only of the shopping cart
and allow neither Reservation nor Quotation requests to be made via
Portal by customers using this theme.
AUTO CONVERT TO DOCUMENT
- This option controls how a Portal request is processed
in SRM.
Uncheck this box if Portal requests submitted from this
Presentation Theme always need to be processed through
Portal Confirmations to create the
Reservation or Quote.
When the Shopping Cart is submitted for a Portal request, a
confirmation email is sent to the customer and an email alert is
also sent to associated staff at the rental store as outlined in
Portal Confirmations.
Check this box if Portal requests from this
Presentation Theme should automatically be converted
directly to a Quote or Reservation when the customer submits the
Shopping Cart.
A Portal Confirmation record is still
created in SRM, but it is flagged as already processed without
requiring any processing action by your staff and it is moved to
'History' as the document has already been created.
When the Shopping Cart is submitted to immediately create a
Reservation or Quote, a confirmation email is only sent to the
customer as no action is required by staff.
The new document number is included in the confirmation email sent
to the customer, as well as the confirmation number.
Note: When Portal requests are automatically converted
the following parameter controls apply:
USE ALTERNATE LIST FOR SALES
- Products can carry an alternate list price in Sales Inventory.
Check this box to display and to charge the alternate prices for
customers having a currency other than the company currency
identified in Company Information.
This provides the ability to automatically maintain separate
pricing for out of country customers to accommodate international
costs.
e.g. U.S. and Canadian pricing.
Uncheck this box to always charge the regular prices.
DISPLAY HISTORY INVOICES ONLY
- Check this box to only include invoices posted to history in
the "List Invoices" and the "View Invoices" APIs for customers
using this theme.
Uncheck this box to list all invoices in these APIs including
unposted invoices.
WEB APPEARANCE SETTINGS
- A window is provided to customize the right portion of
your web page for this Presentation theme with colors, fonts, and
image path, as follows:
-
- IMAGE FILE DIRECTORY
- Enter the path to be used for image files used on the
website.
e.g. images/
If Texada is hosting your website, then Texada will assign this
directory.
If your firm has its own website, then use your website
address.
Note: The actual product and Group image file names are entered
in Inventory/Division Settings.
PAGE BACKGROUND IMAGE
- To display a tiled picture as the background for your website,
enter the name of the image.
This image could be a bmp, jpg, or gif, and it must reside in the
Image File Directory defined above.
CSS NAME
- The design and layout of the website including colors, and
fonts are controlled by the CSS (Cascading Style Sheets).
A default CSS is supplied by Texada Software and mapped in this
field.
e.g. css.tsi_portal.css
Style sheets can be customized by your web designer to present
the appropriate unique designs, logos, and images for your
different customer groups.
If your firm does use customized style sheets enter the path and
name of the unique style sheet for this Presentation
Theme.
COMPANY TITLE
- Enter your firm's company or store name that should be
displayed at the top of each page on the website for customer's
logging in using this Presentation Theme.
If this field is left blank, the default name displayed is
The Rental Store.
COMPANY URL
- Enter a preferred URL link to be accessed if the customer
clicks on your Company Title on the Portal website
for customer's logging in using this Presentation Theme.
If this field is left blank, the default link is to the
displayed is Portal sign in screen.
Finished?
- Click OK to accept the values and exit.
LOGIN ATTEMPTS ALLOWED
- For security purposes, the number of consecutive failed login
attempts permitted by a customer or salesman are tracked.
Enter the number of consecutive unsuccessful attempts to be
allowed before the account becomes locked and the user is denied
access and is sent a warning message.
The wording of the warning message can be modified as required in
the Portal Errors window in the Global
Settings.
The account can be unlocked if the customer contacts your rental
store and staff (i.e. web administrator) changes the Login
Attempts count back to zero for that customer in Portal Customers or for a salesman in the
Failed Logins field of the expanded record in the Salesman Codes table.
WELCOME WORDS
- Enter the text to be displayed for this Presentation theme on
the Web Welcome screen after the customer signs in.
e.g. Welcome to Texada Portal
Note: Additional date specific comments can also be displayed on
this screen, as setup in Portal Comment
Codes and assigned to the theme in the Theme Comment
Codes field above.
SHOPPING CART SETTINGS
- This window is provided to customize your web shopping cart
controls and settings, as follows:
-
- SORT GROUP/CLASS/PROD BY DESC
- This parameter can control the sorting sequence by Presentation
Theme, for the Product Classes, Groups, and Products, when they are
displayed on the Portal Shopping Cart selection
screens.
Check this box to display the Product Classes, Groups, and
Products in description order.
Uncheck this box to display the Product Classes, Groups, and
Products in numeric order.
RENTAL RATE TO SHOW ON CART
- The rate codes flagged in Company Default
Rates to show on Rate Book are displayed if also set for
the Group, when the rental Group is displayed in the Shopping Cart
page.
If the Group rates do not fit with the Company
Default Rates, a message can be displayed as designated in the
Suppress Rates Message field below.
e.g. Please call for rates.
This field determines the single rate that continues to be
displayed, once a Group has been added to the Shopping
Cart.
Note: This is NOT the Rate Code number. This is the numeric
position of the rates flagged to show in Rate-Book in
Company Default Rates.
To choose the single rate code to be displayed, count down the
records with a check in the Rate Book column and enter the
count number of the preferred rate.
For example 3 would cause the third rate level flagged to show in
the Rate Book in the Company Default
Rates to be the one displayed in the Shopping Cart
screen. (e.g. Hourly, Daily, Weekly) A window is also
provided in the Shopping Cart screen to still display all
rates for the group.
SALES SEARCH LIMIT
- The default maximum number of sales products to display in the
SEARCH utility is 100.
This can be changed by entering the preferred limit.
PROCESS KITS AND SSL'S ON WEB
- Check this box to display Kits and Suggested Sales List items
on the Portal web page when linked to sale products or
groups that are added to the Shopping Cart.
The rules for accepting Kit and SSL
items and their quantities are as follows:
- Only items on a Kit or Suggest Sales List that are flagged to show on
Website are considered.
- Items on a Kit or Suggest Sales List that are flagged to Add
are automatically added to the Shopping Cart and the
quantity can not be changed individually unless the primary product
quantity is changed.
- Items on a Kit or Suggest Sales List that are NOT checked to
Add are considered optional so that when the primary sales
product or group is added to the Shopping Cart these
additional items are listed on a "Suggested Items" screen and the
customer can select optional items and then specify the
quantities.
Quantities of any No Charge optional Kit items cannot be changed.
- All quantities for Kit or SSL items listed on a Shopping
Cart are updated in proportion, according to any change made to
the quantity of the primary sales item or group.
Uncheck this box if the customer does not need to see Kit and
SSL details on the web page.
Staff can select any supporting Kit and SSL items later at the time
the Portal request is converted to a reservation or
quotation in Portal
Confirmations.
Finished?
- Click OK to accept the values and exit.
WEB SEARCH/LIST SETTINGS
- Window to customize the search and list parameters on your
website for customers using this theme, as follows:
-
- LINES PER PAGE ON SEARCH
- Accept the default of 20 lines per page or enter a preferred
maximum number of lines to display on each page.
MAXIMUM # OF SEARCH RESULTS
- Accept the default of 1000 maximum number of records to be
returned from a search, or enter a preferred maximum.
RETURN IMAGES ON SEARCH
- Check this box if an image is to be displayed on a selection
search.
Uncheck this box if pictures are not required on search lists.
MAXIMUM # OF LIST RESULTS
- Accept the default of 1000 maximum number of records to be
returned in a list search, or enter a preferred maximum.
Note: If the list of matching records exceeds the maximum, the
list is too big and nothing is returned.
The operator should be more specific to narrow the search
results.
SEARCH BY DROP-DOWN LISTS
- This choice of using drop-down lists or a key word search
applies only to the larger files searches, such as Groups or
Product Classes.
Check this box to always use drop-down lists to make a
selection, if your web page only offers a few groups and product
classes.
Uncheck this box to search using a key word if your web page
offers many groups and product classes, and because of the speed
issues it might be more efficient to utilize the word search
method.
Finished?
- Click OK to accept the values and exit.
SUPPRESS RATES FOR GROUPS
- Product Groups for which rental rates should NOT be displayed
to the customer, on the Portal website, can be determined by
Presentation Theme.
Window to enter the Groups that should not display rates on this
theme.
A window is provide to search and select the groups.
SUPPRESS RATES MESSAGE
- When rates are not available per Groups or are flagged to be suppressed for this
theme in the Suppress Rates For Groups window, a message can
be displayed to notify the customer to contact your store for rate
information.
Enter the text that should display for this theme when no rates are
displayed.
e.g. Please call for rates.
ASSOCIATED CUSTOMERS
- A window is provided to view and maintain a list of customers
that see this Presentation Theme when they access the Portal
website.
Customer records can be added and deleted from the list.
The prompts in the window include:
-
- SEQ
- The sequence number tracks the number of customers in this
table.
CUSTOMER#
- Enter the customer that uses this Presentation theme, or select
one from the Portal Customer Search
window.
The customers must have access to the Portal as assigned in
Portal Customers.
Note: The themes can also be assigned and updated for individual
customers in the expanded record in Portal
Customers.
NAME
- The customer's name is displayed.
PHONE
- The customer's telephone number is displayed.
A window is provided to view the customer's additional phone
numbers as outlined in Alternate Customer
Phone Numbers.
Finished?
- Click ACCEPT to accept the customer list and exit, or CANCEL to
abort.
Finished?
- Click ACCEPT to accept these values, or CANCEL to abort.
ACTIONS:
Additional actions provided by buttons on
the Presentation Themes screen include:
Topic Keyword: WEB095