Add New User Button
Unique Customer ID - we will manually add when we setup a new customer, this number is a number that is assigned to the client in our existing ERP system (Priority ERP System)
The system will generate a password and send a “welcome email” with a template email and provide the username and password.
Username: Business Name
Password: (system generated)
Customer Login Area
Customer login Area will have a few different options to choose and house documents specific to them for a specific amount of time.
* All documents are housed for (3) months before being deleted. (Which will enable us to ensure we are not using too much space to house documents no one cares to access again.
Convert Quote to an order
Message our Team:
Drop Down Menu with alloys, stocking sizes and bar length
Price is listed and adjusts for larger quantities
Based on the final weight selected, the shipping calculator creates a cost that can be added to the material, a box is added per 1000 lbs. At $100 per box.
Once a quote is created an email is sent out, to them and to our company sales email address
The quote is kept in their system for 90 days then deleted
A button should be added that allows the quote to be converted to an order
Conversion to an order - what happens?
Allow them to upload their own purchase order or create a system generated order with their digital signature or they have to authorize with a button or digital signature.
We will upload shipping documents, invoices, pictures, material certifications with every order. We need to be able to upload documents for every shipment. (all documents delete after 90 days)
Clients will save money by using this system as opposed to calling in for a quote. This application enables us to work with much more customers using fewer employees, very similar to a “bag yourself or order via kiosk model”
Enables sales staff to focus on finding new customers, getting them setup with credit terms, adding them to our system and making sure we are answering questions on projects and resetting passwords as needed.
Makes sure that we are not losing profits by adjusting price without reason, the system calculated the exact percentage to discount for volume and adjust for shipping.
We can add a messaging board option that can push notifications as needed.