- User Web Portal Control Setup:
- Web Portal Email Message Maintenance:
Under the User Control menu in the System Control Maintenance module, there is a dedicated Web Portal User menu that appears as follows: User Web Portal Control. Three controls appear in this screen and are explained below:
Allowed to setup web portal users- this first control determines who will see the (F6) Web option in the Customer Maintenance module. That option allows completion of the setup of Customers to the online Web Portal. You should only set this control to “Y” for yes for those Users who understand all the functionality of the Web Order system and those who will be responsible for implementation and continued processing of orders placed via the web.
Show Pending Web Orders on menu status- this control determines whether a User, while logged into BMS, can receive an alert on the screen when Web Orders are placed on the web and imported into the Web Order Maintenance module. That alert will appear as a flashing message at the very bottom left of the BMS screen as follows: $$$New Web Order$$$. Set this control to “Y” for yes for those Users who need to see this alert.
Update required on web property mgmt- this third control determines whether a User can access and change certain fields in the “Ship To” box of the Customer Maintenance module that controls whether those fields will be considered “required fields of entry” for Web Orders on a Customer-by-Customer basis. Those fields are as follows: Customer PO, Building, and Unit. Set this control to “Y” for yes if the User has permission to set these fields for Web Order Customers.
As soon as you enter through the last field of the User Web Portal Control screen or hit Esc to exit, the system will prompt the following: Save Changes? Type a “Y” to save any changes or a “D” to delete the User, if applicable.
Web Portal Email Message Maintenance:
As the name indicates, this module will allow you to set up Emails that will be generated during Web Portal order processing. Please Note: you will need to set up an email client such as Outlook or Mozilla in order to send emails from the Web Portal. This module is found in the Document Maintenance Menu, which is located in the System Maintenance Menu.
You can create more than one Email version and each message can be added to All Branches or you can set up different messages for every Branch by selecting a Branch ID at the top of this message box. When you create multiple messages, you then have the ability to select the applicable message before sending. Please note that this message is sent after both a Web Order and an Order are created from the Property Management/Builders Template module. An example of a Web Portal Email Message appears as follows:
After creating a message, click the Save button. The title doesn’t have to appear on the first line, but may help to distinguish between multiple messages. To add another message, type over the existing message and click the Save As New button. A “Save As” screen will appear as follows:
You can select a specific Branch in which to save the message, or keep the default “All Branches,” and you will then type a new Name in the next field. Be sure to click Save before you Exit. Use the Delete button to delete an existing message.
Please Note:
This menu option will only appear under the following custom menus: MENU.FIL, MENUNO.FIL, and MENUB2BT.FIL.
Also, an email needs to be created such as Orders@CarpetCompany.com so that email alerts are sent as a backup to the notification within BMS. This can be helpful in the event orders come in during evening hours or over the weekend.