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These instructions refer to using products within the creating order/quote page of ODB. Which can be found in admin → odb → create new quote/order.
Find a customer
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You can search for a customer by:
Name
Status colour Yellow title test Status colour Yellowtitle test E-mail
Status Yellow title test Phone number
Jira Legacy System JIRA serverId 7d4fa57b-db5f-3491-992d-c54f47057819 key RODB-143 Company Name
Jira Legacy server System JIRA serverId 7d4fa57b-db5f-3491-992d-c54f47057819 key RODB-151
To This section refers to finding a customer when creating a quote or order.
When on the new quote/order page, to find a customer, go to the find customer “find customer” input box in the customer information section and start typing, after . After at least 3 characters have been typed, results will be displayed in a dropdown.
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You can see customer open quotes, drafts, and click on them to see all belonging to that customer.
- Add drafts to customer display box
- make quotes and drafts clickable to go to order grid sorted by customer email
- add sign up to newsletter checkbox pre-ticked to create a form
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Companies
In ODB, companies can be managed in two main ways (or three, if you include turning the feature off). You can either:
Disable the feature if you don't want to use it.
Enable the ODB default companies where you assign or match an attribute specifically for companies. This allows you to track someone as part of a company.
To use this feature, go to the ODB settings and select an attribute that will store the company information. It's important to note that this attribute must already exist; ODB will not create it for you. Additionally, this attribute must be of the 'dropdown' type, and it is a customer attribute that can only be created through the admin panel in the enterprise version.
If you need this attribute but it hasn't been set up yet, you can ask your development team or reach out to Rixxo for assistance in creating it.
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Please note if you intend to install AW company accounts in the future this can cause compatibility issues. It is recommended to migrate the data and remove the attribute before installling. |
ODB can also be used with the Ahead works company accounts module , which will fully create a AW company and add the user to it.
Companies will come through when a customer is selected. The discounts applied to a customer group will be brought through and applied to a customer's orders. When creating a customer, you can search for existing companies or create a new one.
New Companies
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| colour | Yellow |
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| title | test |
To create a new company for a new customer you can click the create company button and create a new company before creating the customer. Additionally, you can simply add the customer to an existing group.
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New customers
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| colour | Yellow |
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| title | test |
To create a new customer, click the create a new button and a form will become visible.
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When a customer is selected, it ODB will use that customer for the order.
If you are making creating a new customer, you simply fill in their details in the box complete the details and carry on with the order.
If the new customer requires a company, you can create this from the top of the new company form. This will allow the company discounts to apply to the customer on the product grid.
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