Monday, February 21, 2011

Inviting Customers to Order Online

Digital Waybill allows customers to place order in two ways: through the web interface at 'http://dwaybill.com/(yourbusinessname)' and through our Quick Entry software. The Quick Entry is installed onto your customer's computer and will create an icon on the desktop named after your business.


Customers can log in to your ordering page by entering the customer number and password assigned to them. You can edit these at any time from the Customer Management window. Once logged in, they'll be able to place new orders (using their own address book for quick entry if necessary) and review their order history and details.

It's even easier to deploy the Quick Entry client: just go to the Customers window in the order panel, highlight the customer and press the 'Get Customer Online' button. This brings up a simple e-mail generator that will send out a brief invitation message and a download link for the client. The customer's ID and password are already stored in the download link, so they won't have to log in after installation, and can start placing orders immediately. Customers can also download the Quick Entry client from the online ordering form.

Just a note: the Quick Entry client has a couple features that aren't in web-based ordering. These include: routed orders, order history calendar, and GPS tracking (which is off by default, but can be enabled from the 'Service Type Details' window within the main order panel). We use TCP Port 8818 for all communications between the client and the order panel, so you may need to have your customers open their firewall.

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