Service CRM Online Software | Poky.com» wizard http://poky.com Your business on the web. Wed, 26 Aug 2009 16:57:53 +0000 http://wordpress.org/?v=2.8.4 en hourly 1 B2B Order Entry Wizard http://poky.com/help-wiki/b2b-order-entry-wizard/ http://poky.com/help-wiki/b2b-order-entry-wizard/#comments Mon, 22 Jun 2009 17:34:34 +0000 mike http://dev.poky.com/?p=381

Contents

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  1. 1 Client Info
  2. 2 Order Details/ Scheduling
  3. 3 Search Results
  4. 4 Order Confirmation
  5. 5 Services
  6. 6 Expenses
  7. 7 Allocate Fees
  8. 8 Email



B2B Order Entry Navigation

B2B Order Entry Navigation


The B2B order entry wizard is tailored to businesses that do scheduling with other businesses. Through out the order flow you will find a company, specify the service you are looking for, find a suitable worker, wait for the workers confirmation or denial, and if necessary send an email to the worker with service and expense information.


Client Info

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The Client Info tab allows you to either select an existing customer via the Existing Customer Search or you can add a new client by selecting Create New Client Company in the drop down. If you choose to create a new company you may also want to create a new client to associate to that company. Doing this will automatically assign the newly added client to the new company in Manage-Company Individuals. This is a convenient way to add new company to client relationships without having to visit the Manage page section.
The same situation holds true if you select an existing customer. You can either assign an existing client via the drop down or you can create a new client in which case the client will be saved in the Manage-Company Individuals for future use.


Order Details/ Scheduling

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This tab allows you to select what date, time, duration and services you are searching for. After you have made your selections you can hit next to view the search results.


Search Results

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This tab generates results based on the information provided in the Order Details/ Scheduling tab. You can then send any of your predefined messages to the worker via email or SMS.


Order Confirmation

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This tab allows you to check the status of your order. The Appointment Status will depend on how the worker replies to your email or SMS. You may also want to change the Order Status depending on the stage of the order.


Services

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Note: When image loads click to enlarge a 2nd time to reduce blurriness


The Services tab allows you to assign different services to the order via the drop down. You can edit your predefined services in Manage-Services and Fees You will need to make sure you select a Date and Pharmacist/ Technician for each service before proceeding. If you choose you can override your predetermined prices by adding a value to the Override field, also you can add more than 1 of each service by changing the Qty field.


Expenses

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Expenses are similar to services in every way except for the actual fields in the drop down menu. Again you can modify these predefined expenses by navigating to Manage-Services and Fees.


Allocate Fees

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The Allocate Fees tab is generated based on the services and expenses associated with that order. You can choose to pay your worker based on a fixed, hourly or percentage rate. You can also choose to take a deduction from the total amount. When you have finished calculating the fee allocation you will be able to see the original total, deduction total and the workers cut.


Email

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The email tab allows you to specify when and to whom emails are sent. Depending on your order flow you will be given the opportunity to send emails to Customers, Others, Listing Agents, Selling Agents and Referral Agents. If you have not setup your email preferences in Preferences-Edit Email Messages, you will only be able to send emails instantly. Setting up email preferences is beneficial when you want to send emails at a specific time or day.




This page is wiki editable click here to edit this page.]]> http://poky.com/help-wiki/b2b-order-entry-wizard/feed/ 0 B2C Order Entry Wizard http://poky.com/help-wiki/b2c-order-entry-wizard/ http://poky.com/help-wiki/b2c-order-entry-wizard/#comments Mon, 22 Jun 2009 13:49:58 +0000 mike http://dev.poky.com/?p=342

Contents

[ hide ]

  1. 1 Client Info
  2. 2 Property Info
  3. 3 Property Details
  4. 4 Referral Source
  5. 5 Scheduling Services
  6. 6 Allocate Fees
  7. 7 Email



Order Flow Navigation

Order Flow Navigation

The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow. This documentation shows the work flow for an appraisal business, your industry may require different information, but this should still provide a good reference.


Client Info

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Click To Enlarge
Note: When image loads click to enlarge a 2nd time to reduce blurriness


The client info tab allows you to enter information about the customer you are servicing. You can search for previous clients by using the search feature, when a search is complete and a customer is selected the customer details will automatically populate for you. If you are servicing a new customer leave the pull down set to Create New Customer and begin editing the client details.


Property Info

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Note: When image loads click to enlarge a 2nd time to reduce blurriness


Here you can add basic details about your property such as the street number and zip code. Begin by searching for your property, if no selection is found you can create a new property by entering the necessary fields.


Property Details

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This part of the work flow expands on your property details. Details such as Property Size, Property Style and Status can be entered here.


Referral Source

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The Referral Source tab allows you to select the selling and listing agents associated with the order.


Scheduling Services

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This is where you can associate your predefined services to your order. Start by clicking a check box under the Available Services/ Expenses heading. This will populate a list of services related to that category, which can be selected by clicking the check box next to the specific service or fee. The Inspector, Date, Time and Duration fields are all required for a service, however a fee does not require these fields.
Note: To setup your predefined fees and services go to Manage-Services and Fees.


Allocate Fees

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Note: When image loads click to enlarge a 2nd time to reduce blurriness


After you have included the required services and fees to an order you can begin to allocate that money to your employees. You can choose Hourly, Fixed or Percentage as a means to allocate the money earned from your services and fees. To edit your predefined fee splits go to Manage-Workers-Edit Percentages For Line Items. Alternatively you can edit your fee splits on the fly by clicking “Resolve Now” when a fee split is pending. You can also override your saved fee splits by changing the data in the table.

Click Resolve Now To Save A Fee Split

Click Resolve Now To Save A Fee Split


The above warning will be shown whenever you assign a fee or service to an employee that does not have a predefined payout for that fee or service. Clicking “Resolve Now” will allow you to save a fee split for that employee for future use. This means the next time you associate that fee with that employee the fee split will be generated based on this save. Remember you can always override any predefined fee splits.


Email

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Click To Enlarge
Note: When image loads click to enlarge a 2nd time to reduce blurriness


The email tab allows you to specify when and to whom emails are sent. Depending on your order flow you will be given the opportunity to send emails to Customers, Others, Listing Agents, Selling Agents and Referral Agents. If you have not setup your email preferences in Preferences-Edit Email Messages, you will only be able to send emails instantly. Setting up email preferences is beneficial when you want to send emails at a specific time or day.




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