As with any e-commerce site, your customers are able to order several items at a time, placing them all into a "shopping cart", where they may continue to to complete their order. The system notifies you of orders that are placed, and you have the ability to assign who receives those notifications.

How customers submit an order on your website

1. After completing an order form and clicking "Add to Cart", the customer is presented with a shopping cart summary pop-up

In this window, the customer has 5 options:

• Make Changes: This appears for each item in the shopping cart. Selecting 'Make Changes' will return the user to that item's order form, with the information they've already completed pre-filled. They can then make any updates they need to, and save their changes.
• Remove: This appears for each item in the shopping cart. Selecting 'Remove' will remove that item from the shopping cart (the customer will get a warning asking them to confirm if that's what they really wish to do).
• Make a Copy: For products such as business cards that are frequently ordered for multiple different names, there will be a 'Make a Copy' option.
• View details: Selecting 'view details' allows the user to view all the options selected/entered on the order form.
• Request Order Total / Proceed to checkout

  If any items in the shopping cart do not have a price, the green button in the lower right corner of the shopping cart window is called "Request Order Total". If all items in the shopping cart have a price, it is called "Proceed to checkout".

  • Request Order Total - The order is submitted as an unpriced order. You are able to use the tools in the workflow section of the Control Center to present a price to the customer, who is able to use the tools in their account section on your website to approve the price. More on that in the next section, Workflow.
  • Proceeed to checkout - Selecting this button will bring the customer to the Shopping Cart, where they will be able to choose to provide their delivery information, billing/payment information, provide any additional comments, and submit their order.
2. After selecting 'Proceed to checkout', the customer has another opportunity to review the contents of their order, and to make changes or remove items as desired.
3. Next, the customer will be required to add a delivery address if they don't yet have one saved for their account. To add a delivery address, simply select 'Add new address' and fill out the required fields.
• If the shipping method requires an address, the customer will be asked for it at this time.
• If the customer has submitted previous orders, their last-used address will appear automatically.
• Customers can select any previously saved addresses by selecting 'Change' below 'Saved address'.
• If the customer chooses a pick-up option, they will see a Google map of your printshop's location in place of the address section in Step 3.
4. Next, selecting 'Continue to payment' will take the customer to the 'Payment options' screen where they choose from one of the payment options available to their account.
5. If the payment method requires a billing address, the customer has the option to select from an existing billing address or add a new one under the 'Billing address' section.

6. Within the 'Additional Information' section, the customer is given the option of including any additional information (as needed) about their order.
7. If the customer has a promotional code, they can enter it by clicking the plus icon next to 'Add Promo Code' found in the lower-right above the 'Subtotal' line. This button only appears if you have set up a Promotional Code that is available to the print buyer's account.
8. Finally, the user clicks the 'Complete Order' button, submitting the order to your printshop.

Notifications

Whenever your customers create an account, request an estimate, place an order, or send a file, those actions generate an email notification to your printshop and to your printbuyer. ALL notifications go to the customer rep assigned to the customer's account. Notifications can also be assigned to go to any other contact in the system, whether an employee or another customer (such as a co-worker, for instance). Users assigned to "Website" notifications will receive all notifications generated by that customer's activity, just like the customer rep. Users assigned to "File sent" notifications only get notifications for files that are sent by the customer, and users assigned to "Estimate" notifications only get notifications when customers send estimate requests.

Note: For best results, use the following tools to assign system-wide defaults...then override those as needed for specific accounts, using the "People" tools in the sidebar.

How to assign a customer rep to an account

1. Choose "Accounts" from the the Control Center's top menu
2. Then choose "Account Settings" from the sidebar menu
3. Next, select the "Customer Rep" tab
4. Select the customer rep from the pulldown menu
• Only employees marked as customer reps will appear in this dropdown menu
• By default, these settings update the system-wide default customer rep. Use the "People" toolbox in the sidebar to set the customer rep for a specific Company, Branch or Contact.
5. When finished, click the save changes button

How to assign a user to an account's Website notifications list

1. Choose "Accounts" from the the control center's top menu
2. Then choose "Account Settings" from the sidebar menu
3. Next, click "Notifications: Website"
4. Use the search tools to find the account you wish to add to the notification list
   • Any account in the system can be added
   • Find an account by typing a name or email address in the field that says "Begin typing a name or select a person using the tools below", then use the pulldown menus below it to select the user
   • By default, these settings update the system-wide default website notifications. Use the "People" toolbox in the sidebar to set the website notifications for a specific Company, Branch or Contact.
5. When finished, click the "add to list" button
   • Several accounts can be added to the notifications list. Just repeat these steps to add more

How to assign a user to an account's File Sent notifications list

1. Choose "Accounts" from the the control center's top menu
2. Then choose "Account Settings" from the sidebar menu
3. Next, click "Notifications: File Sent"
4. Use the search tools to find the account you wish to add to the notification list
   • Any account in the system can be added
   • Find an account by typing a name or email address in the field that says "Begin typing a name or select a person using the tools below", then use the pulldown menus below it to select the user
   • By default, these settings update the system-wide default file sent notifications. Use the "People" toolbox in the sidebar to set the file sent notifications for a specific Company, Branch or Contact.
5. When finished, click the "add to list" button
   • Several accounts can be added to the notifications list. Just repeat these steps to add more

How to assign a user to an account's Estimate Request notifications list

1. Choose "Accounts" from the the control center's top menu
2. Then choose "Account Settings" from the sidebar menu
3. Next, click "Notifications: Estimate"
4. Use the search tools to find the account you wish to add to the notification list
   • Any account in the system can be added
   • Find an account by typing a name or email address in the field that says "Begin typing a name or select a person using the tools below", then use the pulldown menus below it to select the user
   • By default, these settings update the system-wide default estimate request notifications. Use the "People" toolbox in the sidebar to set the estimate request notifications for a specific Company, Branch or Contact.
5. When finished, click the "add to list" button
   • Several accounts can be added to the notifications list. Just repeat these steps to add more

The next step

Now that the customer has sent in an order, it's time for you to work with it. Our next article shows you how to move your orders from submitted to completed in the Workflow section.