Clients in Proman
modified: dmytro@proman.ltThe client can do many things in PROMAN:
1. See all confirmed products and information about them;
3. See all Orders and information about them (Note: if Order are confirmed, Client can't edit it);
8. See products tests of the Order
1. See all products and information about them (Press ):
2. Create new Order (this way is much easier. You could also create new Order like PROMAN manager, for more information, please visit here):
2.1. Press ; Produce
2.2. Enter Article name;
2.3. Press ;
Now you can see Order Proposal
2.4. Fill in all data (it could be name, quantity, length, width and etc. * means that data is necessary), add Products and Customer files, choose Planned dispatch date and etc;
2.5. Press
3. See all Orders and information about them
3.1. Press ;
3.2. Select Order;
Now you can see all information about Order
4. Add file to product
4.1. Press (in grey table); Products
4.2. Choose product and press ;
4.3. Add file ;
5. Copy the Order
5.1. Press ;
5.2. Press in Order you would like to copy;
5.3. Choose manager;
5.4. Choose Order type from the list;
5.5. Preserve products quantities (you will get the same product and its quantity) and copy manager comments (if necessary);
5.6. Choose shipment date (if necessary);
5.7. Press
Now you can see copied Order
6. See Invoices of the Order
7. See Shipments of the Order
8. See products tests of the Order
Points you should know |
1. If Customer doesn't have permission Product Edit, he couldn't see information about Organisation and products: Stored Quantity, Reserve in Stock, Store name and etc.
2. If you can't see all information about product, you should move mouse after table and wait until slider appears