Selections are customer-specific and include products that you selected for your customer.
A Line Sheet (Buyer Portal) sent from the Digital Showroom module to your customer will create a Selection within the Selections area (and include all products from the Line Sheet - your customer can make a selection themselves).
The List View
- Customers - These are your individual Customer Selections
- Error Symbol - This is flagged when there are Products on the Selection with no prices
- Message Symbol - This is flagged when there is a new message from the Customer
- Action Button - Click this for Editing, Copying, Viewing the Current Status, or Exporting a CSV
- Email Symbol - Send to the buyer - This will appear as frozen if the Buyer Portal Link has hit the Expiry Date
- New Selection - Create a New Selection directly from this module
- The Expiry Date - this has 3 different indication statuses:
- RED date = 7 days till the selection expiry date. Selection has not been sent to the buyer yet.
- ORANGE date = 7 days till the selection expiry date. Selection has been sent to the buyer, but the order has not yet been submitted.
- BLACK date = The order has been submitted or the order has been sent to the buyer and has more than 7 days till the selection expiry date.
- Selected menu:
- Select All - to select all records in the list view
- Clear All - to unselect your selection of selected records
- Export CSV - export selected records to CSV
- Export Popular Products CSV - export popular products CSV based on your Selection Order submissions
Customise your list view to include the portal URLs
Using the 'Select/Move/Filter' option on your list view will allow you to add the portal URLs to your Selections list view for your reference.
Click the link in the Link URL field to open the buyer portal in a new window.
