The Order Portal is an interface that is explicitly designed to allow you to make orders for your customers. These orders will link to the Digital Control Tower, allowing for rapid order functionality and seamless integration of applications.
If you would prefer to watch a video on how to use the Sales Rep Order Portal, you can click on the video below. Otherwise, continue reading for more detail!
Start by signing in. (Click here for a guide on how to sign in.) There will be a button at the bottom of the page guiding you to the Sales Rep sign-in page.
You will arrive at your dashboard, where you can select a customer. This link will bring you to the customer's dashboard, which looks identical on their end. There are three main options: Order History, New Order, or Standing Order. There is also a section for Recent Activity Feed on this page that will provide you with quick links to view your recent orders.
You can click on any of the options, or you can see the details of your last orders to bring up an invoice in PDF format.
To get to the New Order page, either click the second option on the dashboard or click 'New Order' from the Order History page. Add products to your order by starting to type your product into the dialogue box. A series of options will come up. Pick your product and type in a quantity, then click 'Add.' You can add as many as you want. There is the option to add a note if need be. At the bottom, there is an optional field for a PO number and a mandatory field for the delivery date. Select a delivery date and, when you are ready, click 'Confirm Order.'
The next page shows you your order details for your review before you submit your order. When you are ready, click 'Submit Order.'
To get to the Standing Order user guide, click here.
The first option will show you all your past orders, sorted by the Order Date. You can change the sort for convenience, or you can use the 'Search' box to look for a particular order, too. You can create a new order from here by clicking on the green button above the Order History table. To view the invoice attached to an order, click the 'Open' button next to the order you want to see.
To adjust your customers' settings, go to the drop-down under the customer's name and click 'Customer Profile'.
Initially you will see their profile information. Scroll to the bottom of the page to see the Settings box.
Here you will have three tabs. The first tab allows you to change the customer's password.
The next tab is for updating the email to which bills will be sent to the customer.
Lastly, the third tab gives you the ability to set emailing subscriptions allowing the customer to receive an order confirmation via email.
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