Online Ordering Full Overview

Detailed Overview

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1. Create Company Contact

See Video: 06:03

• Personal Info
• Contact Info
• Phone Numbers
• Websites
• Addresses
• User Account
• User Permissions

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2. Order Menu

See Video: 10:44

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View All (10:49)

• Order Status – Bid, Ordered, Verified, In Progress, On Hold, Completed, Shipped, and Void

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Create New Order (12:08)

• Order Details
• Order Name
• Order Description
• Order Request Date
• Order Actual Date
• Order Billing
• Order Shipping
• Order Folder
• Save Changes
• Submit Order
• Catalogue Categories – Closet Components / Hardware & Accessories
• Discontinuing current Webstore and replaced by Online Ordering platform
• Product explained
• Group Attributes explained
• Line-Item Attributes explained

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Import Order (19:00)

• Upload CSV file
• Manually match CSV import fields when file is not created with KCD or ClosetPro.
• “I have read the instructions for importing, agree to verify, and assume full responsibility”
• Manually add hardware or accessories to an order.
• Order Name
• Order Description
• Request Date
• Save Changes
• Bid Status
• Modify or make changes to order while in Bid Status
• More dropdown to view who has made any changes to the order

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Detailed Look at Products & Help Tips (23:10)

• How to quickly duplicate a product
• Deleting a product
• Toggle off and on the Group Attributes
• Toggle off and on the Line-Item Attributes
• Toggle off and on Category Line-Item Attributes
• Suggested verifying order procedure

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Gable Attributes - Brief Overview (25:30)

• Quantity
• Height Depth
• Rail Notch
• Drilling Left
• Drilling Right
• Routing, Backing, & Lighting
• Attribute Header Help Tip
• Product Help

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Gable Attributes - Detailed Overview (27:06)

• Gables (also called Verticals or Panels)
• Imperial input values
• Must use our Gable Length Chart as all “Height” values must be entered using our 32mm system.
• Must enter the value to the one-thousandths of a decimal place (i.e., 3 decimal places).
• How to turn on and off a Rail Notch (RN)
• By default, all gables with have the Rail Notch turned on
• Label Name (also known as the file or room name)
• Wall number
• Section number

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3. Reports Menu

See Video: 30:38

• Invoices: Can look up any date range of invoices and any outstanding amounts
• Transaction History and how to filter a search
• Production Reports

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4. Settings Menu

See Video: 32:45

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My Company (32:45)

• Make changes to company information
• IRS/GST/HST Numbers
• PST (BC Canada only)
• Make changes to contact information
• Company Permissions

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Dealer Mode Settings (34:00)

• Enable Dealer Mode
• Customize Header Background

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Payment Methods (34:43)

• Attached Banking information
• Add Credit Cards

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5. Making Payments

See Video: 35:18

• Outstanding Invoices
• Stripe integration