Setup Soup Kitchen and Other Charity Supply Shopping, Ordering, Fulfillment and Tracking Operation. During this process you will: · Define Product Catalog Categories such as Government Categories, Supply Categories, Items, etc. · Load Products into the Catalog including their descriptions, pictures, color, sizes, models, price, etc. · Implement a Product Search to enable clients to search for items within the catalog. · Load a Policies document to display terms, return polices, warranty, etc. · Load Brochures for Items · Configure Payment options. · Configure Order options · Define Shipping Options · Define New Client Signup Options · Define Special Client Pricing Groups · Configure Automated Email Signup and Order Notifications
Perform the following steps: a. Follow the steps outlined in the Quick Tutorial titled “Setup a Charity Supply Catalog and Ordering System” b. Import products – follow the steps outlined in the Quick Tutorial titled “Import Products” to import product data. c. Manually enter products - for each Item to be added, follow the steps outlined in the Quick Tutorial titled “Create a New Product Item Record” d. Configure default signup form to register new customers - follow the steps outlined in the Quick Tutorial titled “Build a Quick Registration Page”. You may also implement a customer application and approval process as follows: § Read the chapter of Administrative Manual titled “Membership Features in Detail” § Follow the steps outlined in the Quick Tutorial “Administer or Activate Membership Fees Feature” § Follow the steps outlined in the Quick Tutorial “Create a Membership Application” § Follow the steps outlined in the Quick Tutorial “Define, Create and Update Membership Types” e. Configure Portal Prodigy Payment Features – follow the steps outlined in the Quick Tutorial titled “Setup Payment Options”. f. Configure Price Groups – follow the steps outlined in the Quick Tutorial “Setup Customer Price Groups and Volume Pricing”. g. Setup Customers - follow the steps outlined in the Quick Tutorial “Individually Enter Contacts Records” to create a customer contact record then follow the steps outlined in the Quick Tutorial “Individually Enter Company Records” to setup a company record and link the contact to the company. Assign a Price Group to each company.
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