Creating Client Accounts |
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Once you can accept online orders, you’ll want all your clients using it. Save them a little time by creating an account for them. Here’s how:
- Start in your XSite admin area. Click Orders.
- This is where you can manage your orders and online identity.
- To create an account for a client, click Profile and then
My Clients.
- Now, click Signup Client.
- Select the account type and fill out a few details. Be sure the e-mail and fax numbers are accurate since that is how they’ll receive status notifications sent through your site.
- Then, click OK. And that’s it.
At this point, your client is sent an e-mail notifying them of their online account, the login and password and how to use it.
We recommend holding a face-to-face meeting with your clients to show them your website and give a walk-through of the online ordering. That way, you can make sure they are comfortable in the process and answer any questions they may have about it. Bring fresh donuts, and you’ll further ensure their first experience with your website is a positive one!
Get anything paper into an order
Not everybody can work a scanner and make a PDF, so your XSite has a feature that lets you fax things to a toll-free number, along with a special cover page, and they show up in the online order. When documents are attached, each party is sent a special message notifying them of the action.
To attach hard-copy fax documents to an order, do the following.
- Login to the Orders section of your XSite.
- Locate the order to which you wish to attach a fax document, and click the link under the Status column in order to open the Inspection Order Details screen.
- Click Order and select Attach Document
from the pull-down menu.
- On the Direct Fax Document Management screen, click the Print Cover Page button. A special bar-coded fax cover page will be generated which you will need to print to hard copy.
- When the print dialog displays, select the printer to which you wish to send the fax cover page for print out, and then click Print.
- Fax the bar-coded cover page along with the documents you wish to attach to your order to the fax number pre-printed on the cover page.
Again, your faxed documents will be converted to .TIFF format and attached to your order for both you and your client to access.
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