SALES PORTAL USER GUIDE. Last Updated: 6/23/2015

Transcription

1 SALES PORTAL USER GUIDE Last Updated: 6/23/2015

2 TABLE OF CONTENT 1. User Login 2. Customer Profile Management a. Add a new customer profile b. Delete a customer profile 3. Search a. Search fabric by attributes 4. Scan a. Query for fabric code using Bluetooth barcode scanner b. Query for fabrics code using device camera c. Query for fabric by keyboard 5. Interested Fabric a. Save interested fabrics to Customer profile b. Delete interested fabrics in Customer Profile c. Export interested fabric to d. Request quotation in interested fabrics e. Export quotation history to f. Delete quotation in quotation history g. Make reservation in Interested fabrics h. Export reservation to i. Cancel reservation j. Request Cut Swatch 6. Quote a. Request quotation by Search / Scan b. Request quotation by fabric attributes 7. Reservation a. Make reservation by Search / Scan 8. Setting a. Change default warehouse b. Change quotation mode c. Clear Image Cache d. Sign out

3 1. USER LOGIN

4 1. User Login Enter your desktop Window login name and password Press Sign In Note: This mobile app supports existing user accounts already in the GEW Quotation & Reservation Web Portal only.

5 2. CUSTOMER PROFILE MANAGEMENT

6 2. Customer Profile Management 2a) Add a new customer profile Click to add a new customer Click Customers

7 2. Customer Profile Management 2a) Add a new customer profile (cont.) Enter customer and company name Click Ok to create a new customer

8 2. Customer Profile Management 2b) Delete a customer profile Select a customer to delete

9 2. Customer Profile Management 2b) Delete a customer profile (cont.) Only 0 entries customer profile can be deleted Click to select the customer 0 Click to delete the customer's profile

10 3. SEARCH

11 3. Search 3a) Search fabric by attributes The app can search all fabrics in WMIS system Fill in the fabric attributes Click to search Click Search

12 4. SCAN

13 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner Scanner mode only operates when an external Bluetooth scanner is connected via Bluetooth to the mobile. Click Scanner to scan barcode Click Scan

14 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) When the Bluetooth scanner is activated, users can start to scan the barcodes.

15 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) The fabric code will add to the list after the barcode scanned.

16 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) After scanning, Slide the page and return to the Add Barcode page

17 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) Query All Fabrics Query Selected Fabrics Click Query All to search all items OR Click to select item(s)

18 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) Click Query to search the selected fabric code(s) Note: The barcode numbers will be stored, until the user clears it to start a new scan.

19 4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) Click to save to Interested Fabric (See Interested Fabric section for further instruction) Save Interested Fabric to different Customer Profile

20 4. Scan 4b) Query for fabric code using device camera Use camera to scan barcode Click Scan

21 4. Scan 4b) Query for fabrics code using device camera (cont.) Barcode will scan in the scanning area automatically. Turn on the flash light can improve the barcode scanning speed on some mobile devices. Slide to Continue (to see the list of scanned barcodes) Shows the last scanned barcode

22 4. Scan 4b) Query for fabrics code using device camera (cont.) Query All Fabrics Query Selected Fabrics Click Query All to search all items OR Click to select item(s)

23 4. Scan 4b) Query for fabrics code using device camera (cont.) The barcode numbers will be stored, until the user clears it to start a new scan. Click Query to search the selected fabric code(s)

24 4. Scan 4b) Query for fabrics code using device camera (cont.) Click to save to Interested Fabric (See Interested Fabric section for further instruction) Save Interested Fabric to different Customer Profile

25 4. Scan 4c) Query for fabric by keyboard Keyboard search supports Barcode GF_No Index No Click on search box Click Scan

26 4. Scan 4c) Query for fabric by keyboard (cont.) Enter Barcode / GF No. / Index No. Press Return to enter the fabric code

27 4. Scan 4c) Query for fabric by keyboard (cont.) Query All Fabrics Query Selected Fabrics Click Query All to search all items OR Click to select item(s)

28 4. Scan 4c) Query for fabric by keyboard (cont.) Click Query to search the selected fabric code(s) Note: The barcode numbers will be stored, until the user clears it to start a new scan.

29 4. Scan 4c) Query for fabric by keyboard (cont.) Click to save to Interested Fabric (See Interested Fabric section for further instruction) Save Interested Fabric to different Customer Profile

30 5. INTERESTED FABRIC

31 5. Interested Fabric 5a) Save interested fabrics to Customer profile Search the fabric in Search Search the fabric in Scan OR

32 5. Interested Fabric 5a) Save interested fabrics to Customer profile (cont.) Click Select [Optional] Click Change to select different Customer profile

33 5. Interested Fabric 5a) Save interested fabrics to Customer profile (cont.) Select record(s) Save to Customer's profile, under Interested Fabric

34 5. Interested Fabric 5b) Delete interested fabrics in Customer Profile Click to select the fabric

35 5. Interested Fabric 5b) Delete interested fabrics in Customer Profile (cont.) Select Interested Fabrics for delete Click to delete the interested fabric

36 5. Interested Fabric 5c) Export interested fabric to Select interested fabrics Export the list to

37 5. Interested Fabric 5c) Export interested fabric to (cont.) Select the export format

38 5. Interested Fabric 5d) Request quotation in interested fabrics The Check mark next to customer name refers to the customer profile which selected currently. Click to show details of customer profile Tap here to change the active customer profile

39 5. Interested Fabric 5d) Request quotation in interested fabrics (cont.) Date folder is automatically created in the active customer profile. Click the date folder to see the details of Interested Fabrics.

40 5. Interested Fabric 5d) Request quotation in interested fabrics (cont.) Click to select the fabrics

41 5. Interested Fabric 5d) Request quotation in interested fabrics (cont.) The final price will be shown and add to Quotation History. Select the fabrics Click Quote to make the quotation Click the price for more details about the quotation.

42 5. Interested Fabric 5e) Export quotation history to Click to select the quote

43 5. Interested Fabric 5e) Export quotation history to (cont.) Select a Quote Profile Export the selected fabric s list to

44 5. Interested Fabric 5f) Delete quotation history Click to select the quote

45 5. Interested Fabric 5f) Delete quotation history (cont.) Select the quote(s) Delete the selected fabric(s)

46 5. Interested Fabric 5g) Make reservation in Interested fabrics The Check mark next to customer name refers to the active customer profile, the interested fabrics will saved to the this profile. Tap here to change the active customer profile Click to show details of customer profile

47 5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click the date folder to see the details of Interested Fabrics.

48 5) Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click to select the fabrics

49 5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Select the fabrics The inventory in Interest Fabrics will use the default warehouses to query the available stock. Available stock will be shown and click to reserve the fabric. Click to check the stock of the selected fabrics

50 5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click to select the available stock (rolls of fabric in different warehouses) Click Reserve

51 5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Only Leftover/Disposable fabrics can be reserved. Click to select the available stock (rolls of fabric in different warehouses) Click to submit the reservation Click to reserve

52 5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Back to Customer Profile Reserved fabrics saved in Reservation

53 5. Interested Fabric 5h) Export reservation to Click to select reservations

54 5. Interested Fabric 5h) Export reservation to Select the reservation Click to export the reservation

55 5. Interested Fabric 5i) Cancel reservation Click to select reservations

56 5. Interested Fabric 5i) Cancel reservation (cont.) Select the reservation to cancel Click to cancel the reservation

57 5. Interested Fabric 5j) Request Cut Swatch Select the fabric with cut swatch available A confirmation will be received immediately after the cut swatch request successfully. Click Request cut swatch

58 6. QUOTE

59 6. Quote 6a) Re by Search / Scan Search the fabric using Search Search the fabric using Scan OR

60 6. Quote 6a) Request quotation by Search / Scan (cont.) Click to view fabric details

61 6. Quote 6a) Request quotation by Search / Scan (cont.) Tap to quote

62 6. Quote 6a) Request quotation by Search / Scan (cont.) Quotation saved in Quotation History automatically.

63 5. Quote 5b) Request quotation by fabric attributes Click Quote to get the price. Fill in fabric details Click Quote

64 7. RESERVATION

65 7. Reservation 7a) Make reservation by Search / Scan Search the fabric using Search Search the fabric using Scan OR

66 7. Reservation 7a) Make reservation by Search / Scan (cont.) Click to view fabric details Click to see inventory

67 7. Reservation 7a) Make reservation by Search / Scan (cont.) Only Leftover/Disposable fabrics can be reserved. Click to reserve this fabric with selected warehouse Click to submit the reservation & reserved fabric will save in Reservation automatically

68 7. Reservation 7a) Make reservation by Search / Scan (cont.) Reserved fabrics saved in Reservation under active customer profile.

69 8. SETTING

70 8. Setting 8a) Change default warehouse The inventory in Interest Fabrics will use the default warehouses to query the available stock. Click to select warehouse Select warehouse(s)

71 8. Setting 8b) Change quotation mode Click to change Quotation mode

72 8) Setting 8c) Clear image cache Click to clear the image cache

73 8. Setting 8d) Sign out Click sign out