This website utility maintains the company wide defaults controlling the appearance of the initial sign on screen and the direction of your Portal website.
These parameters are not alterable by theme, however some of the
appearance settings do apply to the Blank default
Presentation Theme.
Specific theme parameters can be setup in Presentation Themes.
The prompts are:
Check this box to automatically show all Product Classes,
Groups, Products, and Divisions on the website, unless they are
specifically flagged not to be displayed.
Uncheck this box to prevent displaying any Classes, Groups,
Products, or Divisions on the website, unless they are specifically
flagged to be displayed.
Check this box to include the extended prices, auto services, taxes, and estimated delivery charges on the confirmation sent to the customer when a cart is submitted on the web Portal.
Uncheck this box if delivery and pickup service charges should not be reflected in the shopping cart request "Confirmation Email" if delivery and pickup amounts are not calculated when the document is created.
Check this box to include an estimate on the "Confirmation Email" for any delivery and/or pickup services requested in the Portal shopping cart, even when the services are not actually charged until the Delivery and Pickup Tickets are created.
Note: The charges for the Delivery and Pickup services are based
on the Service Default codes 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.
Check this box to immediately generate an invoice for any parts
sales from a Portal Confirmation, and only
process the rentals through the Counter Worksheet.
With this approach, the serial number for the sales of serialized
Sales Parts defaults from the Shopping Cart.
When an invoice is auto-created from a Portal
Confirmation if the date out of the confirmation is within the
current date range for RSIH set in Date Range
Control, then that date becomes the invoice date, but when that
date is outside of the date range for RSIH then the current system
date becomes the invoice date.
A Disposal of a Rental product will always be invoiced immediately, regardless of the Invoice Sales On Separate Invoice flag, because the Counter Worksheet does not handle the sale of rentals.
Note: A confirmation request that includes a disposal or has sales items that are to be invoiced immediately, can only be converted from Portal Confirmation if the operator has access to Miscellaneous Invoices in the menu tree.
This parameter does not apply if the Portal request was
submitted from a Presentation Theme that
has been configured to Auto Convert To Document as no
operator security can be used to control creating the invoice.
Instead the sales items are always included on the document and
must be dealt when the reservation or quote is converted.
The tunable appearance settings include:
If Texada Software 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.
Note: Your web designer can further customize your website with colors, fonts, and logos by using cascading style sheets, as defined in the Web Appearance Settings window of the Presentation Theme.
This 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 specific staff email address is entered for the customer,
then the email address for the store division as listed in the
window is notified.
If no email address is setup for the division, then the general
email address by Quote or Reservation is notified.
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.
Default email addresses in the window include:
By using this email address, the response to the customer is from your official store address rather than a personal staff address.
This address is only notified if no email address is registered for the customer in Portal Customers or for the corresponding Division in the space provided for Division details below.
This address is only notified if no email address is registered for the customer in Portal Customers or for the corresponding Division in the space provided for Division details below.
This mapping utility can be used to translate the division as
assigned to the customer and sent by Portal request, to a
specified actual internal system division for handling the
requests.
This means that the division on the resulting reservation or quote
reflects the mapped internal division rather than the customer's
division.
The location from which the equipment and parts are supplied, is
determined when staff converts the Portal request to a
reservation or quotation.
This utility allowing multiple stores (divisions) entered in the Portal column to be mapped to a selected Actual Division, is useful for larger companies with multiple stores but which have only one store trained to deal with Portal requests.
Portal Divisions can be specified individually, or 'ALL' can be used to map all remaining Portal divisions to an actual division.
Note: Availability inquiries on Portal are always done by
the customer-assigned division.
However the specific location used for requirements and bookings is
not determined until staff converts the Portal request to a
reservation or quotation.
ACTIONS:
Additional actions provided by buttons on
the Global Portal Themes screen include:
Note: Many of the reporting screens available on the web
Portal are displayed in a printable format.
If users are finding some of these reports that utilize condensed
print fonts, difficult to read on some browsers on smaller sized
monitors, the 'CTRL +' key combination (where the + is
located on the Number Keypad) can be used to enlarge the font
displayed in the browser.
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