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  1. Sales App
  2. Order Building

Multi-door

PreviousOrder BuildingNextMulti Promotions

Last updated 1 year ago

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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.

If the customer has multiple delivery adresses they will have their own respective selection in the main overview, to avoid extra necessary steps.

  1. 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:

  1. 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.

  2. Order Confirmation

  1. Error Management

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

Orders generated through the multi-door functionality are added to the order , ensuring a systematic order processing workflow. The faulty orders are in the orders section, and need to be corrected starting in this section

Queue Mailer
queue