Use internal forms to set up a password, lists of products
and product pricing available to specific customers.
The customer can log into your online system and enter orders.
There are many ways your E-commerce site can be set up, depending on how you want
it to function. In our example we hope you can see the interaction between
a live accounting system and the internet site.
In our example a pre-existing customer logs into the site with their password.
They are shown a list of shipto codes to choose from. These are shipto codes
they have used before. For an unlisted address, they can choose Other and manually
enter the address. Shipto codes also include the tax rate - 0 if there is no tax.
After shipto code selection, they are shown the address to verify it is correct.
The next step is to enter products to the order. The customer is shown a list
of products they are approved to buy, with their own price list. The customer
enters the quantity they need, and can indicate on a line-item basis if the item is
taxable to them.
The products are displayed in several different formats. The initial display shows
a list of their products arranged by product code. There are buttons available
to list products by Type and Group. They can also search their list by Product code,
Description, or Package size. For example on the search screen they can enter
1/1 into the Package size and get a list of all the bulk products on their list.
After selecting products, the user goes to the Shopping Cart which shows a list
of products they have chosen with quantities, extended prices and totals. They can
remove any line item by clicking off the Confirm checkbox on the left.
After verifying the products chosen are correct, the customer enters their
PO#, the name or initials of the customer user, the required date, the carrier,
and freight terms. Optional order notes can also be entered. If the user
omits any of these fields, they will be asked to go back to supply them.
When the customer clicks SAVE, the system generates a sales order into the
regular Sales Order module with the next sequential order number. The next screen
shows the customer their order acknowledgment complete with the internal order
number and the order status - Ready, or All Products Not currently Available.
The customer can print this for their records.
Order Reports
- Your Customer can View a list of their Open Orders complete with date required
and order status. They can select any order from the list to view it in detail
and reprint it.
- View a list of Closed Orders complete with invoice number, with option to
access a specific order and reprint the invoice.
There are many different ways you can choose to set up your E-commerce site.
You may want to have the entire order entry screen on one page, so the person
entering the order can focus on the whole order at once. You may want to display
products in a specific way, for example, only by type-group. You may want
the customer to key in the product code and quantity instead of selecting it
from the list. You may want new orders to go to a different file for your
review before it is incorporated into your internal orders. With Harvest Software,
you can choose exactly what you want.
We hope we have shown how easy it is
to have full integration with your database and your website.