A “Check Order” is a document that is sent to customers that login to BUZ to place orders from your business.
The Check Orders is designed to automatically provide a document to the customer which will contain all the Order information.
An automated email should be sent to the customer when an order is accepted but if their email address is not correct or there was an issue, the customer has the ability to download a check order from BUZ manually.
The Customers Details including
Reference
Date Ordered
Date required
Order Number
Despatch details including, Address, Contact Number and Email Address
Notes
Order Details - In a table with
Question Headings at the top in grey,
Answers to the questions below in the white area. Each product will be on a seperate row.
This template does not require any maintenance and will update anytime you change the Group options, but it is also not customisable and will produce a table with all the questions and answers.
Notes
The Check Order document can only be attached to one email template "Customer Confirmation" (different email templates will not trigger the check order process) which is sent automatically by BUZ to customer users.
The Check Order document is a system generated report and cannot be modified in any way,
the document will show every question and answer completed in an order, this stops any customer from being able to argue that a different option was selected.
Because most products contain a different amount of questions there is not a set way to format the Check order and it may go over several pages if there is too much information in any one area.
Column Width Consideration
With the exception of the Product column, the table will distribute the width of the columns evenly, the amount of questions in the group options will affect the table.
Questions with manual input areas and Notes fields will not be allocated more space so it can be problematic to have these fields as the customer is able to input a lot of information, this can make the document look messy as the columns will not resize.
You are able to restrict the character limit for notes fields be input. To limit the amount of characters in a note, input a number value into row 17
Another way to reduce the amount of pages is to reduce the size of the notes section or split it up into 2 different notes, see below
In this example I have input 3 sentences into the Customer notes field, which has increased the size of the check order page
Now I have moved half of the notes to a new field and this has reduced the amount of information in the check order box
Creating a Custom Template
It is possible to have your own template that only shows the Questions and Answers that you require, to do this you will need to create an Email and Document template
Setting up a Check Order email template
This is the covering email sent to Wholesale Customers when they request an email of the Quote using Online Ordering.
The email is sent to the users email address, if the order is not entered by a customer user then no email is sent."Customer Confirmation" MUST be the name of the template and the document type MUST be set to “Check Order”
Example Check Order Email Template
Sample Template
Subject: BUZ Blinds Check Order: [Reference Number], Job Description: [Reference Description]
Body:
[Contact Name]
Check Order for Order: [Reference Description]
Please check
the order (measurements etc.) and make any corrections through the Online Ordering portal.
BUZ Blinds Order No.: [Reference Number]
Please note Prices are Wholesale List Prices and do not include any Freight or GST.
Please check your prices against our Price List and contact us if there is a discrepancy.
Setting up a Customer Confirmation Email
"Customer Confirmation" MUST be the name of the template
This is the covering email sent to online order customer when the quote is "Accepted"Sample Template
Subject: BUZ Blinds Confirmation of Order: [Reference Number], Job Description: [Reference Description]
Body:
[Contact Name]
Thank you for placing your Order: [Reference Description]
Please check your order (measurements etc.) and advise us immediately if you need to make any corrections.
Order No.: [Reference Number]
If you have any queries please email sales@buz-blinds.com.au
Regards,
BUZ Blinds
More help on setting up email templates can be found here.