Psenner Webportal manual: Unterschied zwischen den Versionen
(→order per customer) |
(→order per customer) |
||
| Zeile 218: | Zeile 218: | ||
<br clear=all> | <br clear=all> | ||
| − | ==== | + | ==== orders per customer ==== |
[[File:Psenner_Webportal_23EN.png|border|left|600px]] | [[File:Psenner_Webportal_23EN.png|border|left|600px]] | ||
| − | In " | + | 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 at >>Show<< <span style=color:red;">(2)</span> the orders will be displayed. |
| − | In | + | In the headline of each order you will find delivery week <span style=color:red;">(3)</span> and order number <span style=color:red;">(4)</span>. |
| − | + | In each information you will find spezification of the article as well as quantity <span style=color:red;">(5)</span>, price <span style=color:red;">(6)</span> and a possible license fee <span style=color:red;">(7)</span>. | |
| − | + | With this statistic an agent quickly can make prints of the orders from clients he want to visit the comming week. | |
<br clear=all> | <br clear=all> | ||
Version vom 11. Dezember 2020, 12:52 Uhr
Welcome as a user of the Psenner-Webshop.
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. Furthermore you will find an overview (6) which leads to all your events and orders.
In (1) you are signed in with your name. There a click at the arrow leads to the links which are also shown in the overview (6).
At (2) you can logout.
At (3) to (5) are named the kinds of delivery forms. The unrooted cuttings are in the prefix.
When you have made your orders you go to the shopping cart (7).
The Icon "Home" (8) leads to the Psenner homepage.
If you want to order again same articles like in a last years order please use the icon "Renew order from past" (9).
2 Availability
You can restrict "crop" if the selected delivery form (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.
In the shown sample there are only "Pelargonium" with "pel".
In the fields "week from" and "week to" (3) the actual and next following weeks are prefixed. You can select them (until the following year).
For our next sample we have chosen a specific time space for Pel. interspecific.
With a click at >>show<< (4) 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.
In one of the weeks there is no insert field. Here you find an information button (4) which opens a hint when scrolled at:
"Articles are just in production. Availability will be actualized soon. Please have a look again later."
This button can move depending to the cultivation time of the artikcle.
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).
Here as well you can write a special text for commission (2).
You can change the quantity of an article still in the shopping cart (3). Therefore another window opens. Please remark that the quantity will be rounded to the next packaging unit.
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 Gartenbau Psenner.
Please remark the hint below each delivery week that you only send a request. This request has to be confirmed from Psenner.
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 log hint (1) you will come to "orders". In this table will be shown the actual orders.
By clicking "show order" (2) you can open the specific order. By clicking at "change" (4) a confirmed order could 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
- - 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 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 at change there opens a new masque 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 at "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 before that time.
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 at >>send change<< (5) to confirm and send to Psenner.
If there shall be no change you have to click the button >>Cancel<< to end this procedure properly.
The masque "Add article" is similar to the assortment masque. Again you first reduce the selection to particular items or groups (1).
In the input fields (2) the wanted quantity can be written. The written quantities will be added to the order by clicking the button >>Add article<< (3).
It is possible to leave this masque without any changes by clicking the cross top right (4).
3.3 Renew order
With the selection "Renew order" it is possible to recall orders and order again for comming season.
In the red framed fields the assortment can be chosen and the period resttricted from a standard period of three years. With a click at >>show order<< (1) the finished orders of this selection will be displayed. You will find the then delivery week (2) and then total quantity (3).
In the details (4) the order can be displayed (see above).
In the selection field Update delivery week (5) the new delivery week can be postponed back or fro for two weeks. If this order shall be used for the next season it has to be hooked at Renew (6).
The orders selected by this way can be called up again with clicking at >>Renew<< (7).
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.
With the button >>Add article<< (3) you again enter the masque "assortment" and are able to select surplus articles. At >>delete<< (4) the new order will be canceled. You can start again after doing this.
If there is displayed an existing order in "Renew order" at the beginning, please first click the button >>delete<< (4)! A try before has not been finished.
With >>add to cart<< (5) the selected articles will be taken to the shopping cart.
At >>Renew order<< the invoiced articles from former years will be shown. They are displayed with the delivery week (1) and the former quantity (2).
4 Statistics
4.1 Statistics in the customers login
In "Statistics" different requests could be done and taken for further decisions. You will enter the relevant masque by selecting the title (1).
4.1.1 order statistics
In "order statistics" first the filters known from the order masque for a pre selection can be set (1).
Then the time space can be reduced to one or more periods(2).
If there are selected a few time periods the parameters selected in "total" will be displayed as account1, account2.
In "grouping" (3) differentiators individually can be chosen depending to the request.
- chose
delivery year+weekif you select one period lasting longer than one year.- Example: time1 from 1/19 to 52/20
- the result will be a separate row for each year
- chose
shipping weekif there are more tha one period.- Example: time1 from 1/19 to 52/19, time2 from 1/20 to 52/20
- 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 table will be displayed.
In the called up statistic first the selected groupings (marked in yellow) will be displayed, then the fields of the totals in the selected periods (green).
In the result in addition special articles could be searched (1). Furthermore the columns can be sorted by clicking the sort icon (2) in the wanted sequence.
You will come back to the selection masque by clicking at "Settings" (3) .
4.1.2 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 at >>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 spezification of the article as well as quantity (5), price (6) and a possible license fee (7).
With this statistic an agent quickly can make prints of the orders from clients he want to visit the comming week.
4.2 Statistiken im Agentur-Login
Über das Agentur-Login eingeloggte Vertreter können zusätzlich zu den oben beschriebenen Statistiken (hier grün markiert) weitere nützliche Übersichten aufrufen, die im Folgenden beschrieben werden.
Alle Statistiken können zur Mitnahme direkt ausgedruckt oder als PDF oder Tabelle gespeichert werden.
4.2.1 Aufträge zu liefern
Zur Lieferung anstehende Aufträge können über "Aufträge zu liefern" aufgerufen werden.
Eine Vorselektion kann über die Sortierung nach Lieferwoche oder PLZ (1) oder direkt über das Suchfeld und die Einschränkung auf eine Region (2) vorgenommen werden.
So können die Kunden anschließend kontaktiert werden, um die Zufriedenheit zu erfragen. Möglicherweise ist so direkt ein Folgeauftrag zu erhalten.
4.2.2 Inaktive Kunden
Über die Statistik "Inaktive Kunden" kann gezielt nach den Kontaktdaten von Kunden gesucht werden, von denen man längere Zeit keinen Auftrag bekommen hat.
Hier ist das Suchefeld (1) ein hilfreiches Werkzeug.
4.2.3 Inaktive Kunden mit Aufträgen
Es kommt vor, dass Kunden inaktiv gesetzt werden, wenn noch ein Auftrag vorliegt. In dieser Statistik lässt sich prüfen, ob der Auftrag möglicherweise storniert werden muss. Eventuell wird der Kunde auch wieder aktiv gesetzt.
Über die angezeigte Kundennummer (1) sowie die Auftragsnummer (2) erhält man alle relevanten Informationen.
4.2.4 Nicht abgeschlossene Vorgänge
Über "Nicht abgeschlossene Vorgänge" lässt sich Datenmüll vermeiden. In der Spalte "Erstellt von" (1) sieht man, ob möglicherweise der Kunde selbst oder der Vertreter den Auftrag nicht abgeschlossen hat.
In "Vorgang" (2) ist erkennbar, dass der Kunde überlegt hat, einen vorliegenden Auftrag zu ergänzen. Letztlich hat er sich dagegen entschlossen, aber hat den Vorgang nicht abgebrochen.
In den "Details" kann mittels Auftrag anzeigen (3) der Vorgang nochmals aufgerufen werden.
Ist bereits mehr als ein Tag vergangen, kann der Vorgang nicht weitergeführt werden. Um den Vorgang zu beenden, bleibt nur der Klick auf >>Löschen<< (1).
5 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 the pdf-logo (4) and save it.
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 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).
7.2 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.
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.
