Orders Features Management page

Used to configure Product Orders.

 

Details section:

 

 

• Default Shipping Carrier – product orders will default to this shipping carrier.  Selecting “None” forces the user to select a value before an order can be saved.  Example values - “Fed-X”, “UPS”. 
• Default Shipping Method – if  a Default Shipping Carrier is selected, a default shipping method must be specified, e.g. Ground or Next Day Morning
• Allow Unfulfilled Orders to be Invoiced - set to Yes to allow unfulfilled Order to be invoiced and to No to not allow unfulfilled Orders to be invoiced.  Defaults to Yes.  When unfulfilled Orders are invoiced, PORTALPRODIGY creates GL Entries in the special Unfulfilled GL Accounts.  When the Orders are later fulfilled, PORTALPRODIGY creates reversing entries in the Unfulfilled GL Accounts and creates offsetting entries for the Fulfilled GL Accounts. 
• Time Zone – specify the time zone used for orders.
• Allow adding to cart without login? – set to “Yes” to allow customers to add items to their shopping cart without being required to login.  Set to “No” to require customers to login when they attempt to add the first item to their shopping cart.  When customers are required to login they are presented with the option to login or signup as a new user. You may specify a Quick Registration form for new user signup.  This is specified on the User Signup Management page which is accessible from the Features Management menu.
• Allow Orders for – select one of the following options:
• Company Only – this option will require a Company Name to be specified during the checkout process.
• Individual Only – this option will not allow a Company Name to be specified during the checkout process.
• Both – this option will present the customer with the selection “Order for Individual or Company?”  When Company is selected it will require a Company Name to be specified during the checkout process.  When for Individual it will remove the Company Name field.
• Response Notification Email – specify the email address of the person responsible for processing new orders and PORTALPRODIGY will notify this person every time an order is placed.
• Response Notification Template – specify the email Broadcast Template to use when sending the Response Notification Email.  When no template is specified, PORTALPRODIGY uses a default template with very basic information.   PORTALPRODIGY allows the creation of a customized template tailored to your organization’s needs.  Customized Email Broadcast Templates are created using the Broadcast Feature. 
• Order Phone – enter your organization’s sales or customer service telephone number to be displayed during the shopping checkout process.
• Order Policy Document - Add Policies Document – click on this link to load a document containing your organization’s order policies.  Order polices are the Terms and Conditions for orders placed on your organization’s Website.  (See the section titled Order Policies Document Management page for detailed explanation.) PORTALPRODIGY stores the Order Policies as a document in the Document Resource Library, which allows it to be linked to other pages within your PORTALPRODIGY Website.  The following options are used to attach, edit and remove your Order Policies document:

o         -  used to upload the document to the PORTALPRODIGY Document Resource Library and automatically attach it the Order Process.

o         -  used to create or edit an existing document using the PORTALPRODIGY Document Editor.

o          -  used to attach a document that already exists in the Document Resource Library.  Either enter a Document ID into the text box or click on the   lookup icon to use the Search For Documents feature to locate and select an existing document.

• Request Quote Instructions – if you have enabled the Request a Quote Pricing Method, this is where you enter instructions to be displayed to the customer that explains how your quote request process works.  The instructions are displayed in a pop-up window when the customer clicks on the Request Quote link in your product catalog or product detail pages.  Instructions may be entered as plain text or in HTML format.  You may use the  PortalProdigy document editor to format your instructions. The following is an example of instructions that were created using the PortalProdigy document editor.  This is how they are displayed to the customer.

• Place a Bid Instructions – if you have enabled the Place a Bid Pricing Method, this is where you enter instructions to be displayed to the customer that explains how your bidding process works.  The instructions are displayed in a pop-up window when the customer clicks on the Place a Bid link in your product catalog or product detail pages.  Instructions may be entered as plain text or in HTML format.  You may use the  PortalProdigy document editor to format your instructions.  They are displayed the same as the Request a Quote instructions.
• Customer Order Status Page Title – enter a title to be displayed in the main content section of the Customer Order Status Page.  This is the page where customers can view a list of their orders including that status of each order and tracking information once the order has been shipped.
• Customer Quote Status Page Instructions – if you have enabled the Request a Quote Pricing Method, this is where you enter instructions to be displayed to the customer that explains how to place an order for their quoted items.  The instructions are displayed on the page.  Instructions may be entered as plain text or in HTML format.  You may use the  PortalProdigy document editor to format your instructions.

 

• Manage:

Manage each of the following options by clicking on the links.

• Credit App Account Types – click on this link to define and edit the list of valid Credit Types permitted for use.
• Credit Rating – click on this link to define the list of valid Credit Rating values permitted for use.
• Shipping Carriers – click on this link to define and maintain Shipping Carriers and shipping rates.
• Taxes – click on this link to define tax districts and tax rates.

 

Order Contact Us section:

This section is used to enter the Contact Information to be displayed to customers when they need to contact you regarding their product orders. 

• Name – enter the name of the organization to contact.  Typically this is your organization’ name.
• Address 1 – enter the street address.
• Address 2 – if a second line is need for the street address enter it here.
• City – enter the city.
• Country – select the country from the list box.
• State / Province – when USA, Canada, or Mexico is selected as the Country you will be presented with a list box to select the State or Province.  For all other Countries you will be presented with a text box.
• Zip / Postal Code – enter the zip or postal code.
• MapQuest option  - click to verify MapQuest’s ability to map your Order Contact Us address.

 

GL Accounts section:

• Unfulfilled Shipping Revenue – the GL Account specified here will be credited when unfulfilled orders are invoiced; and it will be debited when previously invoiced orders are fulfilled (shipped).
• Accounts Payable – the GL Account specified here will be credited when purchases are made.
• Accounts Receivable - the GL Account specified here will be debited when “on account” orders are fulfilled (shipped); and credited when payments are applied to fulfilled (shipped orders).
• Unfulfilled Receivables – the GL Account specified here will be debited when unfulfilled “on account” orders are invoiced.
• Sales Tax Revenue – posting of orders will credit this GL account with the total invoice sales tax amount.
• Unfulfilled Sales Tax Revenue – the GL Account specified here will be credited when unfulfilled orders are invoiced.  Debited when previously invoiced orders are fulfilled (shipped).
• Shipping Revenue – posting of orders will credit this GL account for the total invoice shipping fees (freight) amount charged.

 

 

	Saves the Orders Features Management settings entered on this page.
	Print the current page (contents of your browser window) according to your browser’s print settings.
	Close the page discarding all entries and edits.
	Close the page and save changes.  PORTALPRODIGY will prompt to save changes.  OK response saves changes, closes page, and returns to previous page.  CANCEL response discards all entries and edits (same as Cancel button).