Check Order

Check Orders are predominantly used by wholesale and manufacturing companies as a way to check that all the values are correct in an order.

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, they 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.

One 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

If you wish to have a document similar to a check measure but a different setup then a new document can be produced in the Document templates area, here you can create a customised template which can do a similar task but with the values and setup you require.

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.

Sample Template

Subject: BUZ Blinds Check Order: [Reference Number], Job Description: [Reference Description]

Body:

[Contact Name]

Check Order for Order: [Reference Description]

You can check your 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.

Discounts that may be applicable are included in the quoted price.
Please check your prices against our Price List and contact us if there is a discrepancy.

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

Regards,

BUZ Blinds

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.