If you have set up the printable order form, clients may choose not to submit orders through the website but instead fax, mail, or even call them in.
In the BASIC Software, clients can submit orders online and you (the admin) receive them. To assign an order (if it’s not for you), you can either:
- Give the staff member or contractor your admin login so they can see the order online.
- Print out the order and give it to the staff member or contractor.
- Forward the order notification email to the staff member or contractor.
In the PRO Software, you can also assign orders directly to a specific staff or contractor account. They get an email telling them an order has been assigned to them. Every user can only see the orders you’ve assigned to them.
In the COMPLETE Software, there are much more flexible options for assigning orders.
The process starts when a client submits an order. You (the admin) receive a notification email. Process the new order into the system and assign it to a staff member or offer it to one or more contractors.
If a client submits an order by faxing, mailing, or phoning it in, you will need to manually enter the order data into the website’s system.
MANUALLY ASSIGN THE ORDER TO SOMEONE
When you process a new order into the system, you can select an active user to assign the order to. The system will then notify the user that they have an order.
ALLOW CLIENTS TO SELECT WHICH STAFF MEMBER OR CONTRACTOR THEY WANT
When you process a newly submitted order, the person that the client chose will be pre-selected. The system will then notify the person that they have an order. You can always change the person to someone else.
To enable this option, go to Site Settings > Misc Site Options, and it’s in the Front End Options section.
OFFER ORDER TO ONE OR MORE PEOPLE SERVICING A LOCATION
With this option is enabled, when you process a new order, you can offer the order to one or more people who have indicated that they service the location of the order. The location can be anything you choose: a city, zip code, state, or region. If you will be using counties as your ‘location’, see the next option.
The staff member or contractor(s) will receive an email telling them that an order is being offered to them, and when they login they will have the opportunity to accept or decline the order.
To enable this option, go to Site Settings > Misc Site Options and it’s the option called Orders Offered to Users By Location. You will also need to define all the locations you service under Site Settings > Data Fields > User Locations. And then all your staff members and/or contractors will need to edit their profiles and check the boxes of all the locations that they service.
OFFER ORDER TO ONE OR MORE PEOPLE SERVICING A COUNTY
This option is just like the previous one, except all the counties in the USA are already in the system so you don’t have to manually enter them.
To enable this option, go to Site Settings > Misc Site Options and it’s the option called Orders Offered to Users By County. You will also need to select all the states and counties you service under Site Settings > Data Fields > States. And then all your people will need to edit their profiles and check the boxes of all the states and/or counties that they service.
OFFER ORDER TO PERSON CLOSEST TO A LOCATION
When this is enabled, when you process a new order into the system, it will tell you which person is closest to the location specified in the order, and who has not received an order in the longest amount of time.
To enable this option, go to Site Settings > Misc Site Options and it’s the option called Orders Offered to Next User By Distance. In order for this feature to work, the user’s profile must include their city and zip code, and the order should include the property city and zip code.
For more information or if you have any questions please email info@valuedwebsites.com
