Multi-door
For you to have an enhanced order writing experience, we have over the ability to place a multi-customer order that can be sent to multiple doors for customers with numerous shipping locations 📍. These locations will be shown when selecting the Groups button and selectable based on the shipping locations' availability.
Multi-door ordering enhances efficiency and helps speed up the order process for Sales Agents.
Grouping
The app consolidates customers (sold-to) and delivery addresses (ship-to) into a single list, allowing users to select customers within a specific group. Other groups are blocked or greyed out.
Grouping is based on conditions, ensuring sold-to and ship-to entities share the same conditions for accurate order processing. Conditions include:
Custom choices
Agreements (discount groups & margin groups)
Product access rules
Size access codes
Delivery windows
Conditions for max and min order value
Minimal order quantity
Active customer status
Example Overview:
Users select a group (on group level) or per line and add them to the ordering queue. Configuration settings require specific actions before placing an order in the queue. If the settings are turned off, they won’t apply.
Each order must be individually signed.
General terms acceptance is mandatory.
All other header-level fields must be addressed for each order.
Order Confirmation
Automated order confirmations are sent when orders are added to the queue when configured a SMTP adress in the back-end (back-end sends email) or order confirmations need to be sent afterwards via a email icon (or similar) in placed orders see Queue Mailer
Error Management
Orders generated through the multi-door functionality are added to the order queue, ensuring a systematic order processing workflow. The faulty orders are in the orders section, and need to be corrected starting in this section
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