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
You can search for a customer by:
Name
Postcode
E-mail
Phone number
Company Name
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” input box in the customer information section and start typing. After at least 3 characters have been typed, results will be displayed in a dropdown.
Clicking on the drop-down will select the customer for the page.
You can view the customer's details, customer group, and any associated discounts.
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
Companies
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
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.
New customers
To create a new customer, click the create a new button and a form will become visible.
When you type in the email address, the lookup will check to see if this already exists, and you can click that customer if they do to select them for the order.
When a customer is selected, it will use that customer for the order.
If creating a new customer, 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.