Online¶

Order Columns Visibility

This will determine whether or not columns appear in the online system.

General

In Parameters in the ‘Online’ tab, there is a tick box for ‘ Restrict Roller Blind Size To Roll Width ’,
If enabled, this will check against the stock record and if the Roller Width < Ordered Sizes and the Calculator is Drop, then this cannot be ordered online.

If a fabric is a maximum width or drop do not allow the detail line to be entered ie if calculator = Width and the drop of blind > roll width OR if calculator = Drop and width of blind > roll width. It should just bring up a message to say the blind cannot be made.
If a width for a roller blind is over 2000mm, then a message should appear advising a larger roller tube (see the desktop message).
We should have parameters for both of these in Administration > Parameters > Online tab.
The parameters should be called ‘Restrict Roller Blind Size to Roll Width’ and ‘ Display Large Roller Tube Message ’.

Notes in the Characteristics field now appear in the online order detail entry in the same way as they do in the desktop order entry.
The notes that are held in Blind Types > Images > Notes also appear.
There is a parameter for this in Parameters > Online called ‘ Display Notes In Detail Line Entry ’, which defaults to false.

Parameters have been created for the following fields in Administration > Parameters > Online tab:
‘ Display Despatch Method ’
‘ Display Carriage Type ’
‘ Display Customer Reference ’
All of these default to true.

If ‘Auto Add Carriage At Order Entry’ is set to true in the customer record, the online system can now calculate and add a carriage (freight) line in the online order entry program.
Not every customer will want this so there is a new flag in Parameters called ‘ Auto Add Carriage In Order Entry ’ in the Online tab. This defaults to false.
If it is set to true and the customer flag is also set to true, then carriage is added if applicable.

Customer Reference Mandatory - 'Customer Reference' field is a mandatory field.
Display Measure Type - displays a 'Measure Type'.
Postcode Mandatory - 'Postcode' field is a mandatory field.

There is a new flag in ‘General’ called ‘ Allow Special Instructions ’ which defaults to true.
If this is set to false then a user will not be able to enter special instructions in the online order entry.

Use Sage Pay Button
For proforma customers, we have had a request that they are able to submit a quotation to the desktop system instead of using Sage Pay and converting to an order.
At the moment the only way a proforma customer can process an order online is to pay for it first.
This means they have to use Sage Pay and a credit card which costs the customer extra (as a % fee on the credit card).
It is now possible to submit a quotation online which is then imported via EDI as a proforma quotation and then processed internally as a proforma.
To do this there is a new flag held against the customer record called ‘Allow Proforma Submit’ in Sales Files > Customers > Online, which defaults to false.
This flag is only visible if ‘Is Proforma’ = true in the customer record.
If the new flag is set to true, it is possible to submit the online order as a quotation.

There is a new parameter called ‘ Use UK Postcode Filter ’ which default to false.
If it is set to true, then in the online order entry the postcode filter only shows the postcode lookup with postcodes that start with an alphabetic character.

There is now a new parameter called ‘ Online Required Date Prompt ’ so the ‘Required Date’ prompt does not appear on the online order form if this is switched off.

Display Customer Order No - displays a 'Customer Order No'.

There is a new parameter in Parameters > Online called ‘ Display Instructions Text ’.
If true, the following text is added next to the "Instructions" box on the online ordering system.
" *Please ensure your instruction notes are essential.
Entering these may delay your order as it will need
to be checked manually before entering the factory."

We have a customer in the USA who would like to refer to ‘Location’ in the online order detail line as ‘Room’.
There is a new parameter in Parameters > Online called ‘ Room Instead of Location ’.
If this is set to true, ‘Room’ will appear in the online order detail line-entry instead of ‘Location’.

Display Delivery Notes - displays a 'Delivery Notes'.

Display Drop Ship Flag - displays a 'Drop Ship' flag.

It is now possible to select the company address from the department record.
To activate it you should tick the ' Use Dep Address in Order Ack ' flag on the 'Administration > Parameters > Online' tab.

In the ‘Buttons Visibility’ there is now a flag for ‘Privacy Policy’ as well as ‘ Refund Policy ’.
If it is set to false, then the ‘ Privacy ’ tab does not appear in the online system. This new flag defaults to true.

There is also a button so the ‘ Log In As Admin ’ choice is visible as well. This is held in the same section.

Parameters > Online > Custom Buttons Visibility

The names of buttons for the tabbing can now be changed.
There are new fields for these buttons (Custom Button 1 – 3) in Administration > Parameters > online.

Order Detail Columns Visibility

This will determine whether or not columns appear in the detail line.

A customer has requested that the font to be used throughout the website is to be Helvitica 12pt, colour white.

We have added a new selection in Administration > Parameters > Online for ‘ Site Skin ’.