Kloer Webportal manual: Unterschied zwischen den Versionen
(→weitere Filter) |
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− | + | {{Sidebar_ausblenden}} | |
[[File:Kloer-Logo_Webportal.png|left|200px]] | [[File:Kloer-Logo_Webportal.png|left|200px]] | ||
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At <span style=color:red;">(1)</span> you can login and logout with your client number. | At <span style=color:red;">(1)</span> you can login and logout with your client number. | ||
− | When you have made your orders you go to the [[ | + | When you have made your orders you go to the [[Kloer_Webportal_manual#The_shopping_cart|shopping cart]] <span style=color:red;">(2)</span>. |
At <span style=color:red;">(3)</span> and <span style=color:red;">(4)</span> you can choose from our offers for spring and autumn. | At <span style=color:red;">(3)</span> and <span style=color:red;">(4)</span> you can choose from our offers for spring and autumn. | ||
Zeile 106: | Zeile 106: | ||
**perennial. | **perennial. | ||
− | The results will be shown only after your selection in the ''' | + | The results will be shown only after your selection in the '''required field'''. |
− | === | + | === table of selection === |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB05.png|border|left|600px]] |
− | + | Now for each week you get an overview of the available quantities corresponding to your selection. | |
− | In | + | In this table you have the possibility to sort each column by using the (red framed here) sort-images <span style=color:red;">(1)</span> that you can find your wanted selection faster. |
− | + | The column "Tray size" shows the offered sales form, in "plants/tray" you see the delivery quantity guaranteed by us. | |
− | + | The image-icon <span style=color:red;">(2)</span> opens a larger picture of the variety in this row. | |
− | + | At "trials" <span style=color:red;">(3)</span> we will offer pictures of our own trials with different stadiums of cultivation. | |
− | + | In column "Info" <span style=color:red;">(4)</span> we offer a short description of cultivation . There is deposited a link with further information to this sort our type which opens with a click. | |
<br clear=all> | <br clear=all> | ||
− | In | + | In this table you can fill in your orders directly <span style=color:red;">(5)</span>. The background colour have the meaning as follows: |
− | * | + | *white filed: this variety is not available in this week or pruduction has started already. |
− | * | + | *yellow field: an offer only is possible by request. An order is not possible directly. |
− | + | **'''⇒ the minimum quantity of orders will be 8 trays!''' | |
+ | *green field: in this week as well an offer as a fixed order is possible. | ||
+ | |||
+ | If you want you can fill in a commission <span style=color:red;">(6)</span>. For finishing your order please click the button >>add to cart<< <span style=color:red;">(7)</span>. | ||
+ | |||
+ | [[File:Kloer-Portal_GB06.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? | ||
+ | |||
+ | In this sample we cklick >>to shopping cart<<. | ||
+ | <br clear=all> | ||
+ | |||
+ | === The shopping cart before login === | ||
+ | [[File:Kloer-Portal_20n.png|border|left|600px]] | ||
+ | For registered clients it is absolutely necessary that you now click at >>Login<< <span style=color:red;">(1)</span>. | ||
+ | |||
+ | You will come back to the selections in your [[Kloer_Webportal_manual#The_shopping_cart|shopping cart]] after login was successful. | ||
+ | |||
+ | If you are a new client please fill in the correct dates of your company <span style=color:red;">(2)</span>. Your order will be registered, too and you will be established as a client. | ||
− | + | You will get a warning if one of the '''required fields''' marked with <span style=color:red;">'''*'''</span> is not filled out. | |
+ | <br clear=all> | ||
== Login == | == Login == | ||
− | + | Now it is time to explain the login before further activities will be executed. | |
+ | |||
+ | [[File:Kloer-Portal_GB01.png|border|left|400px]] | ||
+ | Your language will change automatically with your login due to the language we use for your forms <span style=color:red;">(1)</span>. | ||
− | + | At <span style=color:red;">(2)</span> you can read either "agency login" or "customer login". | |
− | + | *at "customer login" our client can login himself. There he can take over old orders into a new order corresponding to the availabilities. | |
− | * | + | *at "agency login" our agent can select his client in another selection field and take over old orders into a new order corresponding to the availabilities at site of the client. |
− | * | + | '''Important''': you are at "customer login" when you can read "agency login". |
− | ''' | ||
− | + | At <span style=color:red;">(3)</span> you fill in your client number and confirm with your password <span style=color:red;">(4)</span>, then you sign in with the button >>Login<< <span style=color:red;">(5)</span>. | |
<br clear=all> | <br clear=all> | ||
− | === | + | === Overview after login as client === |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB02.png|border|left|600px]] |
− | + | Contrary to the common start mask now you can find your name in the login <span style=color:red;">(1)</span>. | |
− | + | At <span style=color:red;">(2)</span> please logout before you close the window. | |
− | |||
− | |||
+ | Additional now you have an overview of your orders from last year <span style=color:red;">(3)</span>. In this category you can open old orders and take them over for this season. An explanation of this function you will find [[Kloer_Webportal_manual#order_from_last_year|here]]. | ||
+ | If you have selected an order and transfered to the shopping cart before your login you now directly reach your shopping cart again. | ||
<br clear=all> | <br clear=all> | ||
− | === | + | === Overview after login as agent === |
[[File:Kloer-Portal_18.png|border|left|600px]] | [[File:Kloer-Portal_18.png|border|left|600px]] | ||
− | + | Contrary to the common start mask now you can find your name in the login <span style=color:red;">(1)</span>. | |
− | + | At <span style=color:red;">(2)</span> please logout before you close the window. | |
− | + | In front of "Login as..." you find a grey field. This field shows the client you work on actually <span style=color:red;">(3)</span>. | |
− | + | Clicking the arrow you can select your client. With the search field <span style=color:red;">(4)</span> you will find your client easily. | |
− | + | Additional now you have an overview of your clients orders from last year <span style=color:red;">(5)</span>. In this category you can open old orders and overtake them for this season. An explanation of this function you will find [[Kloer_Webportal_manual#order_from_last_year|here]]. | |
− | + | Support on site of the client is very comfortable this way. | |
<br clear=all> | <br clear=all> | ||
− | == | + | == previous year order == |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB03.png|border|left|600px]] |
− | + | You want to take an order from last year? Please click at the category "previous year order" <span style=color:red;">(1)</span>. | |
− | + | If you know the exact weeks of your last year order you select them directly. Else you select in a wider time range <span style=color:green;">(2)</span>. | |
− | + | If you are interested in new intrances please hook at "Add new articles" <span style=color:red;">(3)</span>. | |
<br clear=all> | <br clear=all> | ||
− | === | + | === Articles not available === |
[[File:Kloer-Portal_09.png|border|left|600px]] | [[File:Kloer-Portal_09.png|border|left|600px]] | ||
− | + | If we have taken articles out of our assortment we offer alternativ articles to you. | |
− | + | You will recognize an article as not available any more at the strikedout article-no. and an arrow leading to the alternative article <span style=color:red;">(1)</span>. | |
− | In | + | In the chosen weeks there are no input fields available (red frame). |
− | + | The substitute variety (framed in green) is marked as such <span style=color:red;">(2)</span>. | |
− | + | You will find a suggestion in the input field from the order of last year from the variety no longer available <span style=color:red;">(3)</span>. | |
<br clear=all> | <br clear=all> | ||
− | === | + | === New intrances === |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB04.png|border|left|600px]] |
− | + | If you have hooked "Add new articles" also these will be taken in the form. You can recognize them at the "NEW" <span style=color:red;">(1)</span>. | |
− | + | You are interested? Fill in one of your order weeks a quantity to get to know more about this article <span style=color:red;">(2)</span>. | |
<br clear=all> | <br clear=all> | ||
− | + | Please check again all the ordered quantities in the respective weeks before fixing your order (red arrow). Change if necessary. | |
− | + | For finishing your order please click the button >>add to cart<< <span style=color:red;">(3)</span>. | |
− | == | + | == The shopping cart == |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB07.png|border|left|200px]] |
− | + | Now please click on the symbol "shopping cart" <span style=color:red;">(1)</span> top right. The quantity of your orders will be shown on the right. | |
<br clear=all> | <br clear=all> | ||
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB08.png|border|left|600px]] |
− | + | In the shopping cart every delivery week is shown separately. If the weeks in the order mask have been marked as available on request, this colour is taken here, too. For those articles you only can give a "request" <span style=color:red;">(1)</span>. | |
− | + | Articles that are officially available (delivery week marked in green) you can request or order directly <span style=color:red;">(2)</span>. | |
− | + | If we have different delivery addresses of your company you can choose the one you want here <span style=color:red;">(3)</span>. | |
− | + | Here as well you can write a special text for commission <span style=color:red;">(4)</span>. | |
− | + | You can change the quantity of an article still in the shopping cart <span style=color:red;">(5)</span>. | |
− | |||
− | + | We offer a parallel order of picture labels for the assortments "Grow & Eat" <span style=color:red;">(6)</span>. '''Please also change the quantity of your order here if you change it in the article.''' | |
− | + | With click on the "waste bin" <span style=color:red;">(7)</span> an article can be deleted from a delivery week. | |
+ | By clicking the >>Delete<<-button <span style=color:red;">(8)</span> all rows will be deleted from a delivery week. | ||
+ | |||
+ | Now you can click either at >>request<< or directly at >>order<<. | ||
+ | |||
+ | This will be send via email directly to Kloer-Gartenbau. | ||
<br clear=all> | <br clear=all> | ||
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB09.png|border|left|300px]] |
− | + | Now the report "your order was successfully sent." opens as well as the buttons >>show<< and >>OK<< <span style=color:red;">(1)</span>. | |
<br clear=all> | <br clear=all> | ||
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB10.png|border|left|600px]] |
− | + | If you click at >>show<< the order will be shown completely. Now it could be copied <span style=color:red;">(1)</span>, printed <span style=color:red;">(2)</span> or saved as Excel- or PDF-file <span style=color:red;">(3)</span>. | |
<br clear=all> | <br clear=all> | ||
− | === | + | === Exporting the data files === |
− | + | Below your address on the left you find different possibilities to export your data files. | |
− | ==== | + | ==== as PDF ==== |
[[File:Kloer-Portal_15.png|border|left|600px]] | [[File:Kloer-Portal_15.png|border|left|600px]] | ||
− | + | The >>PDF<< button <span style=color:red;">(1)</span> opens a popup-window to transfer the actual table into a PDF file. | |
− | + | You can choose <span style=color:red;">(2)</span> between "save directly" or open in Adobe Reader first to have a look on the dates and then save with another name. | |
− | + | Surplus you can set a hook to choose this way for every PDF file <span style=color:red;">(3)</span>. | |
− | + | To finish you click >>OK<< <span style=color:red;">(4)</span>.<br clear=all> | |
− | <br clear=all> | ||
==== in Excel ==== | ==== in Excel ==== | ||
− | [[File:Kloer-Portal_16.png|border|left| | + | [[File:Kloer-Portal_16.png|border|left|600px]] |
− | + | With the >>Excel<< button <span style=color:red;">(1)</span> a similar window like for the PDF one opens. When you confirm with mit >>OK<< <span style=color:red;">(2)</span>, an Excel file opens where all dates are transfered in. | |
− | + | You have to give the files free to edit the dates. | |
<br clear=all> | <br clear=all> | ||
− | ==== | + | ==== Copy ==== |
− | [[File:Kloer- | + | [[File:Kloer-Portal_GB11.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. | |
− | + | For a short moment you will see the note "Clipboard" <span style=color:red;">(2)</span>. | |
<br clear=all> | <br clear=all> | ||
− | + | As well in table calculation software as in text software you now can use the command "Insert" – e.g. <span style="background-color:#D8D8D8;">''' Strg '''</span> + <span style="background-color:#D8D8D8;">''' V '''</span> – or "right mouse button" and "insert" to insert the clipboard dates. | |
− | ''' | + | '''Please remember to logout when you leave our shop!''' |
Aktuelle Version vom 9. März 2020, 10:29 Uhr
Welcome as a user of the webshop from Kloer-Gartenbau.
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
You can find the categories where you can make selections for your shopping cart already before you register or sign up.
At (1) you can login and logout with your client number.
When you have made your orders you go to the shopping cart (2).
At (3) and (4) you can choose from our offers for spring and autumn.
In "Freimengenliste" (5) we offer quantities actually available for sale.
Please select one of these categories.
2 Selection filters
2.1 Choice of Weeks
In our example we take "Angebot Herbst" (1) and select the wanted delivery weeks (2) in the red marked required field.
It is possible to make a selection into the following year.
With the button >>Zurücksetzen<< you will delete the selection.
With a click out of the lookup field you will confirm your selection and first results will be shown. We want to go on with selectings to concrete our search.
2.2 Pflanzengruppe
In the filter "Pflanzengruppe" we offer our well known assortments.
With a click at the button >> Bitte wählen<< (1) a lookup field opens. The choosen assortments will be displayed (red arrow).
Multiple selection is possible.
We offer the following assortments:
- Offer Spring
- Flower bed plants
- Grases
- Grow & Eat (vegetables)
- Grow & Eat (herbs)
- Cut
- Perennials Spring
- Offer Autumn
- Autumn (Viola)
- Perennials Autumn
2.3 other filters
Corresponding to our assortment the filter "Gattungsgruppe" (1) shows a comprehensive range. To simplify your choice we have built in a search function (2) which restricts to part of words.
In the shown sample there are only five "Gattungsgruppen" with "ch".
Further filters to select are:
- Form
- Here you can find all forms we offer for sale
- Colour
- We offer a selection of standard colours. We have selected our assortment in advance to simplify your choice.
- Light
- halv-shade
- Sun
- Temperature
- plants with same demands to temperature in culture can be called up in the same table.
- Pot size
- With the pot size we give a recommendation for the further cultivation.
- Substrate
- If you want to cultivate some more plant species in one substrate you can restrict the possibilities here.
- Nutrition
- High nutrient demand
- Low nutrient demand
- Medium nutrient demand
- Suitability
- Ornamental leaf
- Flower
- Edible flowers
- Habit
- upright
- trailing
- bending
- NEW
- If you wish an offer of new intrances please set a hook here.
- Usage
- Balkony
- Flower bed
- Cut
- Cultivation time
- annual
- biennial
- perennial.
The results will be shown only after your selection in the required field.
2.4 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 "Tray size" shows the offered sales form, in "plants/tray" you see the delivery quantity guaranteed by us.
The image-icon (2) opens a larger picture of the variety in this row.
At "trials" (3) we will offer pictures of our own trials with different stadiums of cultivation.
In column "Info" (4) we offer a short description of cultivation . There is deposited a link with further information to this sort our type which opens with a click.
In this table you can fill in your orders directly (5). The background colour have the meaning as follows:
- white filed: this variety is not available in this week or pruduction has started already.
- yellow field: an offer only is possible by request. An order is not possible directly.
- ⇒ the minimum quantity of orders will be 8 trays!
- green field: in this week as well an offer as a fixed order is possible.
If you want you can fill in a commission (6). For finishing your order please click the button >>add to cart<< (7).
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<<.
2.5 The shopping cart before login
For registered clients it is absolutely necessary that you now click at >>Login<< (1).
You will come back to the selections in your shopping cart after login was successful.
If you are a new client please fill in the correct dates of your company (2). Your order will be registered, too and you will be established as a client.
You will get a warning if one of the required fields marked with * is not filled out.
3 Login
Now it is time to explain the login before further activities will be executed.
Your language will change automatically with your login due to the language we use for your forms (1).
At (2) you can read either "agency login" or "customer login".
- at "customer login" our client can login himself. There he can take over old orders into a new order corresponding to the availabilities.
- at "agency login" our agent can select his client in another selection field and take over old orders into a new order corresponding to the availabilities at site of the client.
Important: you are at "customer login" when you can read "agency login".
At (3) you fill in your client number and confirm with your password (4), then you sign in with the button >>Login<< (5).
3.1 Overview after login as client
Contrary to the common start mask now you can find your name in the login (1).
At (2) please logout before you close the window.
Additional now you have an overview of your orders from last year (3). In this category you can open old orders and take them over for this season. An explanation of this function you will find here.
If you have selected an order and transfered to the shopping cart before your login you now directly reach your shopping cart again.
3.2 Overview after login as agent
Contrary to the common start mask now you can find your name in the login (1).
At (2) please logout before you close the window.
In front of "Login as..." you find a grey field. This field shows the client you work on actually (3).
Clicking the arrow you can select your client. With the search field (4) you will find your client easily.
Additional now you have an overview of your clients orders from last year (5). In this category you can open old orders and overtake them for this season. An explanation of this function you will find here.
Support on site of the client is very comfortable this way.
4 previous year order
You want to take an order from last year? Please click at the category "previous year order" (1).
If you know the exact weeks of your last year order you select them directly. Else you select in a wider time range (2).
If you are interested in new intrances please hook at "Add new articles" (3).
4.1 Articles not available
If we have taken articles out of our assortment we offer alternativ articles to you.
You will recognize an article as not available any more at the strikedout article-no. and an arrow leading to the alternative article (1).
In the chosen weeks there are no input fields available (red frame).
The substitute variety (framed in green) is marked as such (2).
You will find a suggestion in the input field from the order of last year from the variety no longer available (3).
4.2 New intrances
If you have hooked "Add new articles" also these will be taken in the form. You can recognize them at the "NEW" (1).
You are interested? Fill in one of your order weeks a quantity to get to know more about this article (2).
Please check again all the ordered quantities in the respective weeks before fixing your order (red arrow). Change if necessary.
For finishing your order please click the button >>add to cart<< (3).
5 The shopping cart
Now please click on the symbol "shopping cart" (1) top right. The quantity of your orders will be shown on the right.
In the shopping cart every delivery week is shown separately. If the weeks in the order mask have been marked as available on request, this colour is taken here, too. For those articles you only can give a "request" (1).
Articles that are officially available (delivery week marked in green) you can request or order directly (2).
If we have different delivery addresses of your company you can choose the one you want here (3).
Here as well you can write a special text for commission (4).
You can change the quantity of an article still in the shopping cart (5).
We offer a parallel order of picture labels for the assortments "Grow & Eat" (6). Please also change the quantity of your order here if you change it in the article.
With click on the "waste bin" (7) an article can be deleted from a delivery week.
By clicking the >>Delete<<-button (8) all rows will be deleted from a delivery week.
Now you can click either at >>request<< or directly at >>order<<.
This will be send via email directly to Kloer-Gartenbau.
Now the report "your order was successfully sent." opens as well as the buttons >>show<< and >>OK<< (1).
If you click at >>show<< the order will be shown completely. Now it could be copied (1), printed (2) or saved as Excel- or PDF-file (3).
5.1 Exporting the data files
Below your address on the left you find different possibilities to export your data files.
5.1.1 as PDF
The >>PDF<< button (1) opens a popup-window to transfer the actual table into a PDF file.
You can choose (2) between "save directly" or open in Adobe Reader first to have a look on the dates and then save with another name.
Surplus you can set a hook to choose this way for every PDF file (3).
To finish you click >>OK<< (4).
5.1.2 in Excel
With the >>Excel<< button (1) a similar window like for the PDF one opens. When you confirm with mit >>OK<< (2), an Excel file opens where all dates are transfered in.
You have to give the files free to edit the dates.
5.1.3 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.
Please remember to logout when you leave our shop!