On the Dashboard Menu, click on ‘ Account Balance & Payments’
This should display the account balance for all invoices
Our Payment Methods are:
|Account Balance & Payments||ꓫ||ꓫ|
|My Online Quotes||ꓫ||ꓫ|
|My Online Orders||ꓫ|
|My Customer List||ꓫ||ꓫ|
|Request Price File||ꓫ|
*User will not be able to see prices
From the dashboard click on ‘My Online Quotes’ section. This will bring up the records of quotes made on the app. Click on the three dots icon and select ‘Edit’.
After selecting to edit a quote, the quote will appear. Select the arrow in the top right corner which will display a drop-down menu. Select ‘Convert to Order’.
The create order will begin that will allow users to select a date for the shipping method and its location. Once the fields are populated click ‘next’. By clicking next, a page will be displayed of the products ordered and the relevant quantities. Users can remove products through the bin icon or add products through the arrow in the top right corner. Click ‘next’ to finalise order.
By clicking next the user will see the total of the order and be able to ‘submit or save the order’.
Click on the 3 dots as shown (note the order number is W11515). This will bring up a pop-up menu
The pop-up menu will give you two options. Select ‘re-order’. Re-order creates a new order whereas edit is used to make a change to existing orders. A new order will be generated with a new order number.
Note that there is now order with the order number W11516. This is a duplicate that can now be modified or reordered as is through clicking the three dots again and selecting the ‘edit’ function. The screen will now let you change the fields that were originally populated or the product/quantity of the order after clicking through. Press ‘submit order’ for your order to be processed.
Click on ‘Product Catalogue and Pricing’ from the home page, which will display a list of products. To add a product to your favourites, click on the star in the top right-hand corner of each product.
To delete products in the order summary or quote summary, simply swipe from right to left on the product you would like to delete, and click on the bin icon.
Before emailing the quote there is an option to display the prices of each individual line item (each product). To enable this feature, click the box ‘display individual line items’ at the top of the page (shown to the right).
|Product Catalogue and Pricing|
|View & Pay Balances|
|View Price Updates||ꓫ|
|Access Proof Of Delivery||ꓫ|
You can contact us at email@example.com with your question or feedback