|Creating a new order|
|Markup grid configuration|
|New Order||Work Order Grids||Markup Grids||Workflow Grids||Catalog Grids|
|Customize PDF||Company Setup||Customer Setup||Procedures Setup||Customer Portal|
1. How to add your users/emails.
This is where you want to add your users and assign them a role.
Typically you would add a user for each role in your shop.
If you have sales reps. this is where you would add their role.
Try logging in as a different role and see that their view of the application is different. i.e. Sales Reps. can only see their orders and contacts.
2. How to administrate your workflow.
This is a check list of what tasks your shop performs each day. Your user/role setup should reflect this.
You can use the default values or edit to match your shop. It is a good idea to get this configured early and not change often.
You can easily automate your tasks and setup procedures/triggers that act upon checking off a workflow task.
(Send an email, put on calendar, add new task, etc.)
|This is where your employees will login each day to view their roles and responsibilities.|
|The checkboxes allow you to filter and automatically update if you have an in shop TV monitor for example,|
This is where you can monitor all communications performed in the application.
You will also receive emails any time that a customer corresponds to your online art approvals and orders.
3. How to setup your customer portal and collect money online.
|Be sure to add your third party settings to TeeChimp so that the payment section is available online.|
|This where you send your customers their online invoice.|
|Be sure to enter your pre and post messages located under your company setup section.|