In the user profile, you can change the language and upload your company’s logo. Thanks to this, it will appear both in the customer’s panel and on all printouts of fronts, forms, accessories.
Partner orders
Orders from all customers come in two ways:
to e-mail with the final price and all attachments (PDF printouts, import files to S7)
to the web order management panel
In the panel, we can preview orders or download an import file to S7.
We manage orders by changing their status to:
new
in progress
complete
received
canceled
When changing the status, an automatic e-mail is sent to the client.
Check the instruction on YouTube:
Configuration
The configuration is mainly used to manage the availability of fronts, forms and other minor settings.
It is divided into several sections:
Company data and additional information displayed in the ordering panel
Default currency and VAT for established users.
Managing the availability of sections for ordering fronts, forms and accessories.
Form settings: a. Setting the available thicknesses b. Additional price converters c. Possibility to disable form fixings (Rafix, Minifix) d. Possibility to disable additional milling
5. Settings of sliding and pivot fronts: a. System availability b. Colors c. Additional price converter
Check the instruction on YouTube:
Sales partners
User management and adding new ones.
When editing or adding a new user, we have the following options:
1.Activation or deactivation of the account
Data: a) Name b) Surname c) Company name d) City e) Postal code f) Street g) Telephone h) Delivery address (if different from the company) i) E-mail to which orders from a given user will be sent j) VAT amount – by default it is taken from the configuration k) Discount l) Piece price factor – by default it is taken from the configuration m) Glass price factor – by default it is taken from the configuration n) Accessory Price Factor o) Change the password
Details of the pricing – if they are turned off, the user does not see the prices for individual components in the summary of the fronts order, but for the entire front.
Mounting – by default it is taken from the configuration
Milling – by default it is taken from the configuration
Access level a) Regional administrator – access to manage the entire panel b) Partner orders – access to order management c) Business partner – access to customer parts only
Default language after logging in
Currency – by default it is taken from the configuration
Statistics
User statistics contain information about all our trading partners:
Last login.
Number of logins.
Started calculations of the fronts.
Finished calculations of the fronts.
Saved fronts.
License fees
The license fees section contains information about the number of orders placed by customers and their Mount per month.
Prices update
Updating the price lists is used to retrieve the availability and prices of raw materials from the Visium backend. During the update, we are kept informed about changes, in addition, we have the ability to view all prices in the database.
Check the instruction on YouTube:
Visium
The Visium tab will redirect us to the Visium backend where you can set the prices and the availability of raw materials.
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