Ball Webportal manual: Unterschied zwischen den Versionen
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== First overview == | == First overview == | ||
| − | [[File: | + | [[File:Ball_Webportal_01.png|border|left|600px]] |
When you have registered and signed in the availabilities of delivery forms we offer will open. | When you have registered and signed in the availabilities of delivery forms we offer will open. | ||
In <span style=color:red;">(1)</span> you are signed in with your name. A click on the arrow leads to all your events and orders. Here you can logout at the end of your ordering. | In <span style=color:red;">(1)</span> you are signed in with your name. A click on the arrow leads to all your events and orders. Here you can logout at the end of your ordering. | ||
| − | When you have made your orders you go to the [[ | + | When you have made your orders you go to the [[Ball_Webportal_manual#The_shopping_cart|shopping cart]] <span style=color:red;">(2)</span>. |
The Icon "Home" <span style=color:red;">(3)</span> leads to the Ball Straathof homepage. | The Icon "Home" <span style=color:red;">(3)</span> leads to the Ball Straathof homepage. | ||
| Zeile 26: | Zeile 26: | ||
== Availability == | == Availability == | ||
| − | [[File: | + | [[File:Ball_Webportal_02.png|border|left|400px]] |
| − | + | First you can select the category <span style=color:red;">(1)</span> in a lookup field. | |
| − | + | It is possible to <code>select all</code> <span style=color:red;">(2)</span> or deselect <span style=color:red;">(3)</span> single categories. The selection itself will be displayed in the top <span style=color:red;">(4)</span>. | |
| − | + | Same is possible with filters <code>Product group</code> and <code>Assortment</code> <span style=color:red;">(5)</span>, where you can choose between all our assortment you know from our homepage. | |
| + | <br clear=all> | ||
| + | [[File:Ball_Webportal_03.png|border|left|600px]] | ||
| + | You can restrict "crop" in the selected category <span style=color:red;">(1)</span> in the lookup field by choosing one special <span style=color:red;">(2)</span>. | ||
| − | + | To simplify your choice we have built in a search function which restricts to part of words or numbers. | |
| − | + | In the shown sample there are only "Pelargonium" with "pel". First click at <code>select all</code>, then deselect <code>PELLAEA</code>. | |
| − | With a click at >>show<< <span style=color:red;">( | + | In "delivery form" <span style=color:red;">(3)</span> as well it is possible to reduce the results. |
| + | The more you reduce in advance the faster the result list will be displayed. | ||
| + | <br clear=all> | ||
| + | |||
| + | [[File:Ball_Webportal_04.png|border|left|600px]] | ||
| + | In the fields "week from" and "week to" <span style=color:red;">(1)</span> the actual and next following weeks are prefixed. You can select them (until the following year). | ||
| + | |||
| + | With a click at >>show<< <span style=color:red;">(2)</span> a table corresponding to your selections will be shown. | ||
<br clear=all> | <br clear=all> | ||
=== table of selection === | === table of selection === | ||
| − | [[File: | + | [[File:Ball_Webportal_05.png|border|left|600px]] |
Now for each week you get an overview of the available quantities corresponding to your selection. | Now for each week you get an overview of the available quantities corresponding to your selection. | ||
| Zeile 55: | Zeile 65: | ||
If you put in more than '''maximum available''' there will open a warning hint and the maximum quantity will be inserted. | If you put in more than '''maximum available''' there will open a warning hint and the maximum quantity will be inserted. | ||
| − | In | + | Colours of availability depend on production time. When production has started already, it´s orange, when it not has started it will be green. |
| − | + | ||
| − | + | In this sample we have used the common search field <span style=color:red;">(4)</span> to select only a few articles. | |
If you want you can fill in a commission <span style=color:red;">(5)</span>. For finishing your order please click the button >>add to cart<< <span style=color:red;">(6)</span>. | If you want you can fill in a commission <span style=color:red;">(5)</span>. For finishing your order please click the button >>add to cart<< <span style=color:red;">(6)</span>. | ||
| + | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_06.png|border|left|300px]] |
After clicking >>add to cart<< the articles will be transfered. A message opens that transfer was successful. It is combined with the question how to go on: order some more or go to the shopping cart? | After clicking >>add to cart<< the articles will be transfered. A message opens that transfer was successful. It is combined with the question how to go on: order some more or go to the shopping cart? | ||
| Zeile 73: | Zeile 84: | ||
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_07.png|border|left|600px]] |
In the shopping cart every delivery week is shown separately. (marked in yellow). | In the shopping cart every delivery week is shown separately. (marked in yellow). | ||
If we have different delivery addresses of your company you can choose the one you want here <span style=color:red;">(1)</span>. | If we have different delivery addresses of your company you can choose the one you want here <span style=color:red;">(1)</span>. | ||
| − | + | You can change the quantity of an article still in the shopping cart <span style=color:red;">(2)</span>. Therefore another window opens. Please remark that the quantity will be rounded to the next packaging unit. | |
| − | + | Here as well you can write a special text for commission <span style=color:red;">(3)</span> for single articles. | |
With click on the "waste bin" <span style=color:red;">(4)</span> an article can be deleted from a delivery week. | With click on the "waste bin" <span style=color:red;">(4)</span> an article can be deleted from a delivery week. | ||
| Zeile 87: | Zeile 98: | ||
Now you can click at >>request<< to send it. | Now you can click at >>request<< to send it. | ||
| − | This will be send via email directly to | + | This will be send via email directly to Ball Straathof. |
| − | '''Please remark the hint below each delivery week that you only send a ''request''. This request has to be confirmed from | + | '''Please remark the hint below each delivery week that you only send a ''request''. This request has to be confirmed from Ball Straathof.''' |
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_08.png|border|left|300px]] |
Now a window opens with the hint "Your order request for delivery week XY/YEAR has been sent." Again the hint that you will receive a confirmation mail. You can close the window by clicking the button. | Now a window opens with the hint "Your order request for delivery week XY/YEAR has been sent." Again the hint that you will receive a confirmation mail. You can close the window by clicking the button. | ||
<br clear=all> | <br clear=all> | ||
| Zeile 98: | Zeile 109: | ||
== orders == | == orders == | ||
| − | [[File: | + | [[File:Ball_Webportal_09.png|border|left|600px]] |
| − | At the | + | At the customers account <span style=color:red;">(1)</span> in the lookup field you will come to "orders". In this table the actual orders will be listed. |
By clicking "show order" <span style=color:red;">(2)</span> you can open the specific order. By clicking at "change" <span style=color:red;">(4)</span> a confirmed order can be changed until start of production (as described below). | By clicking "show order" <span style=color:red;">(2)</span> you can open the specific order. By clicking at "change" <span style=color:red;">(4)</span> a confirmed order can be changed until start of production (as described below). | ||
| − | |||
In column status <span style=color:red;">(3)</span> you can see the work off at your order: | In column status <span style=color:red;">(3)</span> you can see the work off at your order: | ||
| Zeile 108: | Zeile 118: | ||
*- approved (you have received a mail) | *- approved (you have received a mail) | ||
*- wait for confirmation | *- wait for confirmation | ||
| + | *- Delivery note fixed | ||
*- billed | *- billed | ||
<br clear=all> | <br clear=all> | ||
| Zeile 113: | Zeile 124: | ||
=== show order === | === show order === | ||
| − | [[File: | + | [[File:Ball_Webportal_10.png|border|left|600px]] |
Clicking at "show order" opens a form with all details of the chosen order. The following informations are included: | Clicking at "show order" opens a form with all details of the chosen order. The following informations are included: | ||
*- state of the order <span style=color:red;">(1)</span>, | *- state of the order <span style=color:red;">(1)</span>, | ||
| Zeile 122: | Zeile 133: | ||
*- By clicking the "sort" icon <span style=color:red;">(4)</span> you can sort at different columns, | *- By clicking the "sort" icon <span style=color:red;">(4)</span> you can sort at different columns, | ||
*- With "Search" <span style=color:red;">(5)</span> you can limit a big order to less positions, | *- With "Search" <span style=color:red;">(5)</span> you can limit a big order to less positions, | ||
| − | *- the different possibilities to save or export will be explained [[ | + | *- the different possibilities to save or export <span style=color:red;">(6)</span> will be explained [[Ball_Webportal_manual#Exporting_the_data_files|later]], |
*- By clicking the "cross" top right <span style=color:red;">(7)</span> you can leave this window again. | *- By clicking the "cross" top right <span style=color:red;">(7)</span> you can leave this window again. | ||
<br clear=all> | <br clear=all> | ||
| Zeile 129: | Zeile 140: | ||
It is possible to change an order if it is in the status <code>approved</code> or <code>planned on tour</code>. By clicking on <code>change</code> a new masque will open where changes in the quantity could be written or surplus articles could be added. | It is possible to change an order if it is in the status <code>approved</code> or <code>planned on tour</code>. By clicking on <code>change</code> a new masque will open where changes in the quantity could be written or surplus articles could be added. | ||
| − | [[File: | + | [[File:Ball_Webportal_19.png|border|left|600px]] |
The articles of the order called up will be displayed with their availability and the ordered quantities after clicking on "change". | The articles of the order called up will be displayed with their availability and the ordered quantities after clicking on "change". | ||
| Zeile 140: | Zeile 151: | ||
If a change shall be fixed please click on >>send change<< <span style=color:red;">(5)</span> to confirm and send. | If a change shall be fixed please click on >>send change<< <span style=color:red;">(5)</span> to confirm and send. | ||
| − | If there shall be no change you have to click the button >>Cancel<< to end this procedure properly. | + | If there shall be no change you have to click the button >>Cancel process<< <span style=color:red;">(6)</span> to end this procedure properly. |
| + | <br clear=all> | ||
| + | |||
| + | [[File:Ball_Webportal_27.png|border|left|250px]] | ||
| + | If you find a green button <span style=color:green;">(i)</span> please scroll on it; an information will pop up. | ||
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_28.png|border|left|600px]] |
The masque "Add article" is similar to the assortment masque. Again you can first reduce the selection to particular items or groups <span style=color:red;">(1)</span>. | The masque "Add article" is similar to the assortment masque. Again you can first reduce the selection to particular items or groups <span style=color:red;">(1)</span>. | ||
In the input fields <span style=color:red;">(2)</span> the wrequired quantity can be written. The entered quantities will be added to the order by clicking the button >>Add article<< <span style=color:red;">(3)</span>. | In the input fields <span style=color:red;">(2)</span> the wrequired quantity can be written. The entered quantities will be added to the order by clicking the button >>Add article<< <span style=color:red;">(3)</span>. | ||
| − | + | If you want to leave this masque without any changes please click at >>Cancel<< <span style=color:red;">(4)</span>. | |
<br clear=all> | <br clear=all> | ||
=== Renew order === | === Renew order === | ||
| − | [[File: | + | [[File:Ball_Webportal_11.png|border|left|600px]] |
| − | With the selection | + | With the selection <code>Renew order from past</code> <span style=color:red;">(1)</span> it is possible to recall orders and order again for the next season. |
| − | In the red framed fields the assortment can be chosen and the period can be restricted from a standard period of three years. With a click on >>show order<< <span style=color:red;">( | + | In the red framed fields the assortment can be chosen and the period can be restricted from a standard period of three years. With a click on >>show order<< <span style=color:red;">(2)</span> the concluded orders of this selection will be displayed. You will find the then-delivery week <span style=color:red;">(3)</span> and then-total quantity <span style=color:red;">(4)</span>. |
| − | In the details <span style=color:red;">( | + | In the details <span style=color:red;">(5)</span> the order can be displayed (see above). |
| − | In the selection field <code>Update delivery week</code> <span style=color:red;">( | + | In the selection field <code>Update delivery week</code> <span style=color:red;">(6)</span> the new delivery week can be postponed to or fro for two weeks. If this order shall be used for the next season it has to be hooked at <code>Renew</code> <span style=color:red;">(7)</span>. |
| − | The orders selected this way can be called up again with clicking on >>Renew<< <span style=color:red;">( | + | The orders selected this way can be called up again with clicking on >>Renew<< <span style=color:red;">(8)</span>. |
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_12.png|border|left|600px]] |
Now each article will be displayed for the selected week <span style=color:red;">(1)</span> and the then-ordered quantity <span style=color:red;">(2)</span>. | Now each article will be displayed for the selected week <span style=color:red;">(1)</span> and the then-ordered quantity <span style=color:red;">(2)</span>. | ||
Here again colours of availability are relevant. The red marked article actually is not available for this period. | Here again colours of availability are relevant. The red marked article actually is not available for this period. | ||
| − | |||
| − | At >> | + | At >>cancel process<< <span style=color:red;">(3)</span> the new order will be cancelled. You can start again after doing so. |
| − | '''If an existing order is displayed in "Renew order" at the beginning, please first click the button >> | + | '''If an existing order is displayed in "Renew order" at the beginning, please first click the button >>cancel process<< <span style=color:red;">(3)</span>!''' An ordering process of before has not been finished. |
| − | With >>add to cart<< <span style=color:red;">( | + | With >>add to cart<< <span style=color:red;">(4)</span> the selected articles will be taken to the <u>[[Ball_Webportal_manual#The_shopping_cart|shopping cart]]</u>. |
| + | <br clear=all> | ||
| + | |||
| + | [[File:Ball_Webportal_13.png|border|left|600px]] | ||
| + | The setting <code>show +- 2 weeks</code> <span style=color:red;">(1)</span> displays the availabilities of two weeks before and after the selected week. Here you as well can make your orders. | ||
| + | |||
| + | If you have changed quantities already and you want to see the old quantities again please use setting <code>show old quantity</code> <span style=color:red;">(2)</span>. | ||
| + | This especially will be helpful if you have preselected different orders with different delivery weeks. | ||
<br clear=all> | <br clear=all> | ||
== Invoices == | == Invoices == | ||
| − | [[File: | + | [[File:Ball_Webportal_14.png|border|left|600px]] |
With selecting "Invoices" your invoices will be shown in a table. | With selecting "Invoices" your invoices will be shown in a table. | ||
| − | Again in this table you can sort by invoice number or date <span style=color:red;">(1)</span>, use the search <span style=color:red;">(2)</span> or [[ | + | Again in this table you can sort by invoice number or date <span style=color:red;">(1)</span>, use the search <span style=color:red;">(2)</span> or [[Ball_Webportal_manual#Exporting_the_data_files|export]] <span style=color:red;">(5)</span> this table. |
In column "status" <span style=color:red;">(3)</span> you will find out if the respective invoice is payed already or is open or if the payment date is exceeded already (not payed). | In column "status" <span style=color:red;">(3)</span> you will find out if the respective invoice is payed already or is open or if the payment date is exceeded already (not payed). | ||
| − | If you cannot find an invoice in your documents you can download it with clicking | + | If you cannot find an invoice in your documents you can download it with clicking at <code>show</code> <span style=color:red;">(4)</span> and save it. |
<br clear=all> | <br clear=all> | ||
| Zeile 190: | Zeile 211: | ||
=== Statistics in the customers login === | === Statistics in the customers login === | ||
| − | [[File: | + | [[File:Ball_Webportal_15.png|border|left|600px]] |
In "Statistics" different requests could be done and taken for further decisions. Selecting the title <span style=color:red;">(1)</span> takes you to the corresponding screen. | In "Statistics" different requests could be done and taken for further decisions. Selecting the title <span style=color:red;">(1)</span> takes you to the corresponding screen. | ||
| Zeile 197: | Zeile 218: | ||
==== orders per customer ==== | ==== orders per customer ==== | ||
| − | [[File: | + | [[File:Ball_Webportal_16.png|border|left|600px]] |
In "orders per customer" only the framed fields will be shown first. A selection up to three years back (year 1) and to the following year (year 2) will be possible. It can be set via the lookup-fields <span style=color:red;">(1)</span>. After clicking on >>Show<< <span style=color:red;">(2)</span> the orders will be displayed. | In "orders per customer" only the framed fields will be shown first. A selection up to three years back (year 1) and to the following year (year 2) will be possible. It can be set via the lookup-fields <span style=color:red;">(1)</span>. After clicking on >>Show<< <span style=color:red;">(2)</span> the orders will be displayed. | ||
| Zeile 208: | Zeile 229: | ||
==== order statistics ==== | ==== order statistics ==== | ||
| − | [[File: | + | [[File:Ball_Webportal_17.png|border|left|600px]] |
In the "order statistics" you can first set the same filters as in the order masque <span style=color:red;">(1)</span> in order to have a pre-selection. | In the "order statistics" you can first set the same filters as in the order masque <span style=color:red;">(1)</span> in order to have a pre-selection. | ||
| Zeile 216: | Zeile 237: | ||
In "grouping" <span style=color:red;">(3)</span> you can chose several groupings according to your needs. | In "grouping" <span style=color:red;">(3)</span> you can chose several groupings according to your needs. | ||
*chose <code>delivery year+week</code> if you select a period lasting longer than one year. | *chose <code>delivery year+week</code> if you select a period lasting longer than one year. | ||
| − | **Example: time1 from 1/ | + | **Example: time1 from 1/21 to 52/23 |
**the result will be a separate line for each year | **the result will be a separate line for each year | ||
*chose <code>shipping week</code> if you entered more than one period. | *chose <code>shipping week</code> if you entered more than one period. | ||
| − | **Example: time1 from 1/ | + | **Example: time1 from 1/21 to 52/21, time2 from 1/22 to 52/22 |
**the week will be set in both columns. | **the week will be set in both columns. | ||
| Zeile 227: | Zeile 248: | ||
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_18.png|border|left|600px]] |
In the called up statistic, the selected groupings (marked in yellow) will be displayed first, then the fields of the totals in the selected periods (green). | In the called up statistic, the selected groupings (marked in yellow) will be displayed first, then the fields of the totals in the selected periods (green). | ||
| Zeile 233: | Zeile 254: | ||
You will come back to the selection masque by clicking on "Settings" <span style=color:red;">(3)</span> . | You will come back to the selection masque by clicking on "Settings" <span style=color:red;">(3)</span> . | ||
| + | <br clear=all> | ||
| + | |||
| + | ==== Invoice statistics ==== | ||
| + | [[File:Ball_Webportal_24.png|border|left|600px]] | ||
| + | The invoice statistics are built up same way as the order statistics. | ||
<br clear=all> | <br clear=all> | ||
=== Statistics in the agency login === | === Statistics in the agency login === | ||
| − | [[File: | + | [[File:Ball_Webportal_25.png|border|left]] |
Salesmen who are logged in as agents, in addition to the described above statistics (marked in green here) can call up further overviews which will be described as follows. | Salesmen who are logged in as agents, in addition to the described above statistics (marked in green here) can call up further overviews which will be described as follows. | ||
| Zeile 243: | Zeile 269: | ||
==== Orders to be delivered ==== | ==== Orders to be delivered ==== | ||
| − | [[File: | + | [[File:Ball_Webportal_26.png|border|left|600px]] |
You can call orders set to be delivered via "orders to be delivered". | You can call orders set to be delivered via "orders to be delivered". | ||
| − | A | + | A preselection is made in the filters <code>week from</code> = actual week and <code>week to</code> set four weeks later <span style=color:red;">(1)</span>. This in the lookup field could be selectet on your own need. |
| + | |||
| + | Furthermore the status of the orders can be selected <span style=color:red;">(2)</span>. Then a click at >>show<< <span style=color:red;">(3)</span> displays all orders. | ||
| + | |||
| + | Now a selection can be done by sorting for shipping week or postcode <span style=color:red;">(4)</span> or directly in the search field by reducing the postcode to a region <span style=color:red;">(5)</span>. | ||
This way clients could be contacted afterwards to ask if they are satisfied. Doing so, you may possibly get a surplus order. | This way clients could be contacted afterwards to ask if they are satisfied. Doing so, you may possibly get a surplus order. | ||
| Zeile 266: | Zeile 296: | ||
==== processes not completed ==== | ==== processes not completed ==== | ||
| − | [[File: | + | [[File:Ball_Webportal_29.png|border|left|600px]] |
| − | Using "processes not completed" helps to reduce data waste. In column " | + | Using "processes not completed" helps to reduce data waste. In column "created from" <span style=color:red;">(1)</span> you will find out if the customer himself or the responsible agent did not complete the order. |
In "process" <span style=color:red;">(2)</span> you can see that the customer thought to change an existing order. At the end he decided against it but did not cancel this action correctly. | In "process" <span style=color:red;">(2)</span> you can see that the customer thought to change an existing order. At the end he decided against it but did not cancel this action correctly. | ||
| Zeile 274: | Zeile 304: | ||
<br clear=all> | <br clear=all> | ||
| − | [[File: | + | [[File:Ball_Webportal_30.png|border|left|600px]] |
If more than one day has passed, this process cannot be continued. To end it, you can only click on >>delete<< <span style=color:red;">(1)</span>. | If more than one day has passed, this process cannot be continued. To end it, you can only click on >>delete<< <span style=color:red;">(1)</span>. | ||
<br clear=all> | <br clear=all> | ||
| Zeile 280: | Zeile 310: | ||
== Profile == | == Profile == | ||
| − | [[File: | + | [[File:Ball_Webportal_20.png|border|left|600px]] |
With the selction "profile" <span style=color:red;">(1)</span> you find your customer data deposited at Psenner. Please check if phone number and mail address <span style=color:red;">(2)</span> are alright and shipping address <span style=color:red;">(3)</span> as well as invoice address <span style=color:red;">(4)</span> are correkt. | With the selction "profile" <span style=color:red;">(1)</span> you find your customer data deposited at Psenner. Please check if phone number and mail address <span style=color:red;">(2)</span> are alright and shipping address <span style=color:red;">(3)</span> as well as invoice address <span style=color:red;">(4)</span> are correkt. | ||
| Zeile 304: | Zeile 334: | ||
=== as PDF === | === as PDF === | ||
| − | [[File: | + | [[File:Ball_Webportal_21.png|border|left|600px]] |
| − | The >>PDF<< button <span style=color:red;">(1)</span> opens a | + | The >>PDF<< button <span style=color:red;">(1)</span> opens a new browser tab to download and display the actual table as a PDF file. |
| − | |||
| − | |||
| − | + | You will find it in your download file or may open in the browser <span style=color:red;">(2)</span>. | |
| − | + | When you have finished you can close this new tab again. | |
<br clear=all> | <br clear=all> | ||
=== in Excel === | === in Excel === | ||
| − | [[File: | + | [[File:Ball_Webportal_22.png|border|left|300px]] |
| − | With the >>Excel<< button <span style=color:red;">(1)</span> a | + | With the >>Excel<< button <span style=color:red;">(1)</span> a new window opens where you can select the place and name where to save it. You can open this saved file directly from Excel or from your explorer. |
You have to give the files free to edit the dates. | You have to give the files free to edit the dates. | ||
| Zeile 324: | Zeile 352: | ||
=== Copy === | === Copy === | ||
| − | [[File: | + | [[File:Ball_Webportal_23.png|border|left|600px]] |
The button >>copy<< <span style=color:red;">(1)</span> corresponds to the Windows-command <span style="background-color:#D8D8D8;">''' Strg '''</span> + <span style="background-color:#D8D8D8;">''' C '''</span> without marking the lines in advance. | The button >>copy<< <span style=color:red;">(1)</span> corresponds to the Windows-command <span style="background-color:#D8D8D8;">''' Strg '''</span> + <span style="background-color:#D8D8D8;">''' C '''</span> without marking the lines in advance. | ||
Aktuelle Version vom 11. Juli 2023, 13:49 Uhr
Welcome as a user of the Ball Straathof-Webportal.
Beside informations to orders and deliveries it is possible to show actual availabilities weekly.
Furthermore you can fill in orders directly and send to us or you can change existing orders.
With this brief education we will explain the "how to" to you step by step.
Inhaltsverzeichnis
1 First overview
When you have registered and signed in the availabilities of delivery forms we offer will open.
In (1) you are signed in with your name. A click on the arrow leads to all your events and orders. Here you can logout at the end of your ordering.
When you have made your orders you go to the shopping cart (2).
The Icon "Home" (3) leads to the Ball Straathof homepage.
At the bottom (4) you find some seasonal articles which are linked to our homepage directly.
2 Availability
First you can select the category (1) in a lookup field.
It is possible to select all (2) or deselect (3) single categories. The selection itself will be displayed in the top (4).
Same is possible with filters Product group and Assortment (5), where you can choose between all our assortment you know from our homepage.
You can restrict "crop" in the selected category (1) in the lookup field by choosing one special (2).
To simplify your choice we have built in a search function which restricts to part of words or numbers.
In the shown sample there are only "Pelargonium" with "pel". First click at select all, then deselect PELLAEA.
In "delivery form" (3) as well it is possible to reduce the results.
The more you reduce in advance the faster the result list will be displayed.
In the fields "week from" and "week to" (1) the actual and next following weeks are prefixed. You can select them (until the following year).
With a click at >>show<< (2) a table corresponding to your selections will be shown.
2.1 table of selection
Now for each week you get an overview of the available quantities corresponding to your selection.
In this table you have the possibility to sort each column by using the (red framed here) sort-images (1) that you can find your wanted selection faster.
The column "delivery form" shows the offered sales form, in "packaging unit" you see the delivery quantity quaranteed by us.
The image-icon (2) opens a larger picture of the variety in this row.
In this table you can fill in your orders directly (3).
Please remark that orders are only possible for a multiple of the packaging form. Your input will be rounded automatically. If you put in more than maximum available there will open a warning hint and the maximum quantity will be inserted.
Colours of availability depend on production time. When production has started already, it´s orange, when it not has started it will be green.
In this sample we have used the common search field (4) to select only a few articles.
If you want you can fill in a commission (5). For finishing your order please click the button >>add to cart<< (6).
After clicking >>add to cart<< the articles will be transfered. A message opens that transfer was successful. It is combined with the question how to go on: order some more or go to the shopping cart?
In this sample we cklick >>to shopping cart<<.
2.2 The shopping cart
Now please click on the symbol "shopping cart" (1) top right. The quantity of your ordered plants will be shown on the right.
In the shopping cart every delivery week is shown separately. (marked in yellow).
If we have different delivery addresses of your company you can choose the one you want here (1).
You can change the quantity of an article still in the shopping cart (2). Therefore another window opens. Please remark that the quantity will be rounded to the next packaging unit.
Here as well you can write a special text for commission (3) for single articles.
With click on the "waste bin" (4) an article can be deleted from a delivery week.
By clicking the >>Delete<<-button (5) all rows will be deleted from a delivery week.
Now you can click at >>request<< to send it.
This will be send via email directly to Ball Straathof.
Please remark the hint below each delivery week that you only send a request. This request has to be confirmed from Ball Straathof.
Now a window opens with the hint "Your order request for delivery week XY/YEAR has been sent." Again the hint that you will receive a confirmation mail. You can close the window by clicking the button.
3 orders
At the customers account (1) in the lookup field you will come to "orders". In this table the actual orders will be listed.
By clicking "show order" (2) you can open the specific order. By clicking at "change" (4) a confirmed order can be changed until start of production (as described below).
In column status (3) you can see the work off at your order:
- - planned on tour
- - approved (you have received a mail)
- - wait for confirmation
- - Delivery note fixed
- - billed
3.1 show order
Clicking at "show order" opens a form with all details of the chosen order. The following informations are included:
- - state of the order (1),
- - shipping week and order number (2),
- - addresses of invoice and delivery place (if different) (3).
Surplus this form has some more functions:
- - By clicking the "sort" icon (4) you can sort at different columns,
- - With "Search" (5) you can limit a big order to less positions,
- - the different possibilities to save or export (6) will be explained later,
- - By clicking the "cross" top right (7) you can leave this window again.
3.2 change order
It is possible to change an order if it is in the status approved or planned on tour. By clicking on change a new masque will open where changes in the quantity could be written or surplus articles could be added.
The articles of the order called up will be displayed with their availability and the ordered quantities after clicking on "change".
By hooking Add new articles (1) there will open a list with new introduced articles of this year. Combined with Show only available items (2) this list will be reduced to the articles available in the delivery week.
In the input fields of the quantity (3) the number can be changed.
If the status of this order already is planned on tour the quantity only can be increased. It is possible to reduce or delete an article only before.
By clicking the button >>Add article<< (4) more articles and other assortments can be selected and added to the order.
If a change shall be fixed please click on >>send change<< (5) to confirm and send.
If there shall be no change you have to click the button >>Cancel process<< (6) to end this procedure properly.
If you find a green button (i) please scroll on it; an information will pop up.
The masque "Add article" is similar to the assortment masque. Again you can first reduce the selection to particular items or groups (1).
In the input fields (2) the wrequired quantity can be written. The entered quantities will be added to the order by clicking the button >>Add article<< (3).
If you want to leave this masque without any changes please click at >>Cancel<< (4).
3.3 Renew order
With the selection Renew order from past (1) it is possible to recall orders and order again for the next season.
In the red framed fields the assortment can be chosen and the period can be restricted from a standard period of three years. With a click on >>show order<< (2) the concluded orders of this selection will be displayed. You will find the then-delivery week (3) and then-total quantity (4).
In the details (5) the order can be displayed (see above).
In the selection field Update delivery week (6) the new delivery week can be postponed to or fro for two weeks. If this order shall be used for the next season it has to be hooked at Renew (7).
The orders selected this way can be called up again with clicking on >>Renew<< (8).
Now each article will be displayed for the selected week (1) and the then-ordered quantity (2).
Here again colours of availability are relevant. The red marked article actually is not available for this period.
At >>cancel process<< (3) the new order will be cancelled. You can start again after doing so.
If an existing order is displayed in "Renew order" at the beginning, please first click the button >>cancel process<< (3)! An ordering process of before has not been finished.
With >>add to cart<< (4) the selected articles will be taken to the shopping cart.
The setting show +- 2 weeks (1) displays the availabilities of two weeks before and after the selected week. Here you as well can make your orders.
If you have changed quantities already and you want to see the old quantities again please use setting show old quantity (2).
This especially will be helpful if you have preselected different orders with different delivery weeks.
4 Invoices
With selecting "Invoices" your invoices will be shown in a table.
Again in this table you can sort by invoice number or date (1), use the search (2) or export (5) this table.
In column "status" (3) you will find out if the respective invoice is payed already or is open or if the payment date is exceeded already (not payed).
If you cannot find an invoice in your documents you can download it with clicking at show (4) and save it.
5 Statistics
5.1 Statistics in the customers login
In "Statistics" different requests could be done and taken for further decisions. Selecting the title (1) takes you to the corresponding screen.
All statistics can be created in different formats or exported to Excel.
5.1.1 orders per customer
In "orders per customer" only the framed fields will be shown first. A selection up to three years back (year 1) and to the following year (year 2) will be possible. It can be set via the lookup-fields (1). After clicking on >>Show<< (2) the orders will be displayed.
In the headline of each order you will find delivery week (3) and order number (4).
In each information you will find article specification as well as quantity (5), price (6) and a possible license fee (7).
With this statistic, our agent can quickly print out the orders of clients he wants to visit next week.
5.1.2 order statistics
In the "order statistics" you can first set the same filters as in the order masque (1) in order to have a pre-selection.
Then the time space can be reduced to one or more periods(2).
If there are selected several time periods, the parameters selected in "total" will be displayed as account1, account2.
In "grouping" (3) you can chose several groupings according to your needs.
- chose
delivery year+weekif you select a period lasting longer than one year.- Example: time1 from 1/21 to 52/23
- the result will be a separate line for each year
- chose
shipping weekif you entered more than one period.- Example: time1 from 1/21 to 52/21, time2 from 1/22 to 52/22
- the week will be set in both columns.
Selection in "total" (4) will be displayed as a result column for the selected periods.
By clicking >>show<< (5) the corresponding chart will be displayed.
In the called up statistic, the selected groupings (marked in yellow) will be displayed first, then the fields of the totals in the selected periods (green).
In the result, you can additionally search for certain articles (1). Furthermore, you can assort the columns in the sequence you prefer by clicking the sort icon (2).
You will come back to the selection masque by clicking on "Settings" (3) .
5.1.3 Invoice statistics
The invoice statistics are built up same way as the order statistics.
5.2 Statistics in the agency login
Salesmen who are logged in as agents, in addition to the described above statistics (marked in green here) can call up further overviews which will be described as follows.
All statistics can be printed directly for a paper use at the visit or saved as PDF or for Excel export.
5.2.1 Orders to be delivered
You can call orders set to be delivered via "orders to be delivered".
A preselection is made in the filters week from = actual week and week to set four weeks later (1). This in the lookup field could be selectet on your own need.
Furthermore the status of the orders can be selected (2). Then a click at >>show<< (3) displays all orders.
Now a selection can be done by sorting for shipping week or postcode (4) or directly in the search field by reducing the postcode to a region (5).
This way clients could be contacted afterwards to ask if they are satisfied. Doing so, you may possibly get a surplus order.
5.2.2 Inactive customers
Through the statistic "Inactive customers" you can start a pointing search for contact details of customers who did not order for a longer period.
The search field (1) could be a helpful tool therefor.
5.2.3 Inactive customers with orders
Sometimes it happens that a customer is set inactive, although there is an open order. In this statistic you can check if the order possibly has to be cancelled. Potentially the customer has to be set active again.
You get all relevant information from displayed customer number (1) and confirmation number (2).
5.2.4 processes not completed
Using "processes not completed" helps to reduce data waste. In column "created from" (1) you will find out if the customer himself or the responsible agent did not complete the order.
In "process" (2) you can see that the customer thought to change an existing order. At the end he decided against it but did not cancel this action correctly.
In "details" it is possible to open this process again with show order (3).
If more than one day has passed, this process cannot be continued. To end it, you can only click on >>delete<< (1).
6 Profile
With the selction "profile" (1) you find your customer data deposited at Psenner. Please check if phone number and mail address (2) are alright and shipping address (3) as well as invoice address (4) are correkt.
Below the "login data" your user number is shown. Clicking "change password" (5) will open another window where you could deposit a new password for your login.
6.1 change password
If you want to change your password first put in your old password (1).
In the second line you put in your new password (2) and confirm by putting in the third line again (3). They will be checked for matching.
To confirm your new password now please click the button >>change<< (4).
If you want to leave this window without changing the password please click the cross top right (5).
7 Exporting the data files
Below the menu-buttons on the right you find different possibilities to export your data files.
7.1 as PDF
The >>PDF<< button (1) opens a new browser tab to download and display the actual table as a PDF file.
You will find it in your download file or may open in the browser (2).
When you have finished you can close this new tab again.
7.2 in Excel
With the >>Excel<< button (1) a new window opens where you can select the place and name where to save it. You can open this saved file directly from Excel or from your explorer.
You have to give the files free to edit the dates.
7.3 Copy
The button >>copy<< (1) corresponds to the Windows-command Strg + C without marking the lines in advance.
For a short moment you will see the note "Clipboard" (2).
As well in table calculation software as in text software you now can use the command "Insert" – e.g. Strg + V – or "right mouse button" and "insert" to insert the clipboard dates.
