Check Order

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.

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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

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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

To do this you will need to create a template and select the "Send on Confirmation" box. 

Setting up a Check Order email template

"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. 

If you have any queries please email sales@buz-blinds.com.au

 Regards,

BUZ Blinds

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.