all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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eCommerce & Customer Login Portal: Buttons: - Clear cart - Update cart - Sign in (my account) - Checkout (continue – proceed to secure checkout) - Quote/Order/Checkout - Quote/Order/Checkout Quotes: - Customer - Then submit Order: - Customer - Pickup notes - Then submit Invoices: - Customer - Shipping (need a flag, shipping applied – yes, no, how much - Billing - Payment - Special notes - Review - Then submit Other sketches – see scan in photo gallery eCommerce & Customer Login Portal: - Create a login portal section. If the company allows items to be seen online, show links to new inventory search. If not, make the portal a standalone section. - Once logged in store the customer data. Use as filter, cart stuff, etc. - Allow them to update addresses, phone #’s, etc. Put it back on the source or the actual customer. - Allow for: o Bill pay o Look at payables o Print invoices o See histories o Create statements o Auto login from outside sources through a mix of corp, cust, and invoice. Check against a hash value. Allow on invoice and/or quotes. - On the history homepage. Show new web quotes, orders, and invoices. Provide a drill-down to get to these orders. It would be cool if we had invoice classifications in place. If not, we will need to search internal notes. - Provide quick links to get to new web changes. Provide all of these from one page: o New quotes o New customers o New orders o New invoices o New statements o New payments - Add a new permission to view web activity (web activity reports) - Link from the web presence page to the new web activity page. Maybe just beef up that existing permission or add to it. We may need two different permissions. - Add a crumb trail on the checkout process. Maybe like a vehicle checkout process. - Allow restore to cart for customers view of older invoices. Allow for duplicate invoices as well. All from within the login portal. |