SALES PORTAL USER GUIDE Last Updated: 6/23/2015
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 email d. Request quotation in interested fabrics e. Export quotation history to email f. Delete quotation in quotation history g. Make reservation in Interested fabrics h. Export reservation to email 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
1. USER LOGIN
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.
2. CUSTOMER PROFILE MANAGEMENT
2. Customer Profile Management 2a) Add a new customer profile Click to add a new customer Click Customers
2. Customer Profile Management 2a) Add a new customer profile (cont.) Enter customer and company name Click Ok to create a new customer
2. Customer Profile Management 2b) Delete a customer profile Select a customer to delete
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
3. SEARCH
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
4. SCAN
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
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.
4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) The fabric code will add to the list after the barcode scanned.
4. Scan 4a) Query for fabric code using Bluetooth barcode scanner (cont.) After scanning, Slide the page and return to the Add Barcode page
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)
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.
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
4. Scan 4b) Query for fabric code using device camera Use camera to scan barcode Click Scan
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
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)
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)
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
4. Scan 4c) Query for fabric by keyboard Keyboard search supports Barcode GF_No Index No Click on search box Click Scan
4. Scan 4c) Query for fabric by keyboard (cont.) Enter Barcode / GF No. / Index No. Press Return to enter the fabric code
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)
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.
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
5. INTERESTED FABRIC
5. Interested Fabric 5a) Save interested fabrics to Customer profile Search the fabric in Search Search the fabric in Scan OR
5. Interested Fabric 5a) Save interested fabrics to Customer profile (cont.) Click Select [Optional] Click Change to select different Customer profile
5. Interested Fabric 5a) Save interested fabrics to Customer profile (cont.) Select record(s) Save to Customer's profile, under Interested Fabric
5. Interested Fabric 5b) Delete interested fabrics in Customer Profile Click to select the fabric
5. Interested Fabric 5b) Delete interested fabrics in Customer Profile (cont.) Select Interested Fabrics for delete Click to delete the interested fabric
5. Interested Fabric 5c) Export interested fabric to email Select interested fabrics Export the list to email
5. Interested Fabric 5c) Export interested fabric to email (cont.) Select the export format
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
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.
5. Interested Fabric 5d) Request quotation in interested fabrics (cont.) Click to select the fabrics
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.
5. Interested Fabric 5e) Export quotation history to email Click to select the quote
5. Interested Fabric 5e) Export quotation history to email (cont.) Select a Quote Profile Export the selected fabric s list to email
5. Interested Fabric 5f) Delete quotation history Click to select the quote
5. Interested Fabric 5f) Delete quotation history (cont.) Select the quote(s) Delete the selected fabric(s)
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
5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click the date folder to see the details of Interested Fabrics.
5) Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click to select the fabrics
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
5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Click to select the available stock (rolls of fabric in different warehouses) Click Reserve
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
5. Interested Fabric 5g) Make reservation in Interested fabrics (cont.) Back to Customer Profile Reserved fabrics saved in Reservation
5. Interested Fabric 5h) Export reservation to email Click to select reservations
5. Interested Fabric 5h) Export reservation to email Select the reservation Click to export the reservation
5. Interested Fabric 5i) Cancel reservation Click to select reservations
5. Interested Fabric 5i) Cancel reservation (cont.) Select the reservation to cancel Click to cancel the reservation
5. Interested Fabric 5j) Request Cut Swatch Select the fabric with cut swatch available A confirmation email will be received immediately after the cut swatch request successfully. Click Request cut swatch
6. QUOTE
6. Quote 6a) Re by Search / Scan Search the fabric using Search Search the fabric using Scan OR
6. Quote 6a) Request quotation by Search / Scan (cont.) Click to view fabric details
6. Quote 6a) Request quotation by Search / Scan (cont.) Tap to quote
6. Quote 6a) Request quotation by Search / Scan (cont.) Quotation saved in Quotation History automatically.
5. Quote 5b) Request quotation by fabric attributes Click Quote to get the price. Fill in fabric details Click Quote
7. RESERVATION
7. Reservation 7a) Make reservation by Search / Scan Search the fabric using Search Search the fabric using Scan OR
7. Reservation 7a) Make reservation by Search / Scan (cont.) Click to view fabric details Click to see inventory
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
7. Reservation 7a) Make reservation by Search / Scan (cont.) Reserved fabrics saved in Reservation under active customer profile.
8. SETTING
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)
8. Setting 8b) Change quotation mode Click to change Quotation mode
8) Setting 8c) Clear image cache Click to clear the image cache
8. Setting 8d) Sign out Click sign out