WebOrders

The WebOrders page is used to configure the web ordering portal. Here you define, for an orderer, the defaults with which new WebOrders are created, which users may use the portal and which products, customers and locations are available. The page is intended for those responsible for web ordering.

Note: This page is only available if the WebOrders module is enabled for the client. Access requires a corresponding permission (WebOrder Admin, WebOrder User (restricted), Administrator or Dispatcher).

1. Select a group

Using the selection field at the top of the page, you select the group (company group) whose WebOrders are to be loaded and edited. The field offers a search function so that even with many groups the desired one can be found quickly.

After switching the group, the corresponding settings are automatically reloaded and displayed in the form. All subsequent defaults and assignments relate to the currently selected group or its associated orderer.

2. Default transport type

With the selection buttons for the default transport type, you define which transport type is preset for new WebOrders:

The selected default is automatically applied when entering new WebOrders, but can still be adjusted there.

3. Default time settings for pickup and delivery

In this section you define the default time settings that are pre-filled for new WebOrders.

Time type

For pickup and delivery you each select a time type:

Offset in days

In addition, you define an offset in days per operation (pickup and delivery separately). This value determines how many days after the entry date the preset pickup or delivery time lies.

Note: The offset must be a whole number between 0 and 365. Other values are rejected as invalid when saving.

4. Default products

Using four input fields with a suggestion function (autocomplete), you define the default values that are pre-filled when creating a web order:

• Default product
• Default tool
• Default service
• Default container

As you start typing, the system suggests matching entries to choose from. Only those entries that are assigned to the orderer are available for selection (see Section 8).

Note: If a product that was stored as a default value is removed from the assigned products, the corresponding default value is automatically cleared.

5. Default location

Using an input field with a suggestion function, you define the default location that is pre-filled for new WebOrders. Only locations that are assigned to the orderer are available for selection (see Section 10).

6. Expert mode

With the expert mode checkbox, you enable an extended entry of WebOrders with additional input options.

Note: This option is only visible and editable for users who have permissions beyond the pure web ordering rights. For pure web orderers the setting remains hidden, but its value is retained unchanged when saving.

7. Assigned users

In the dual list assigned users, you define which user accounts may use the web ordering portal for this orderer.

1. Select the available users in the left list.
2. Move them to the right list (assigned) using the arrow buttons.
3. Move users that are no longer needed back to the left list.

The assignment is applied when saving (see Section 11).

8. Assigned products

In the dual list assigned products, you define which products are available to this orderer in the web ordering portal. Operation is the same as for the assigned users, via the arrow buttons.

The products assigned here also form the basis for selecting the default products (see Section 4).

Note: If a product that was stored as a default value is removed from this list, the corresponding default value is automatically cleared.

9. Assigned customers (administrators only)

In the dual list assigned customers, you define which customers belong to this orderer.

Note: This section is visible exclusively to administrators and super administrators. It is hidden in the self-service view for web orderers.

10. Assigned locations (administrators only)

In the dual list assigned locations, you define which locations (POIs) belong to this orderer. The assigned locations form the basis for selecting the default location (see Section 5).

Note: This section is also visible exclusively to administrators and super administrators.

11. Save settings

With the Update button, all WebOrders of the selected group or its associated orderer are checked and saved.

1. Enter the desired defaults and assignments.
2. Click Update.
3. The system checks the entries (e.g. a valid offset in days as well as all mandatory information). In the case of incorrect or missing values, the affected field is highlighted and saving is not carried out.
4. If all entries are valid, the settings are saved.

Note: Saving is only available to users with the corresponding permission (WebOrders main user, Administrator, Super administrator or Dispatcher).