Online Ordering

Checklist for getting started:

  1. Last Update Date: 5/7/2017
  2. Set up CylTech 2 to start collecting email addresses (SC100_M User file) *setup immediately
  3. Review options in contact file for emailing (should have permission for sending emails that promote – Tri-Order, express or implied. Must offer option to unsubscribe)
  4. Set up site for distributor
  5. Get company logo
  6. Discuss rotating images
  7. Contact Us information
  8. About Us information: Home page
  9. About Us information: Detail page
  10. Policies
  11. Set up emails for order confirmations from shopping cart
  12. Get cylinder labels, compare to existing images and create new images as necessary
  13. Build cylinder records
  14. Option to go live with some customers for cylinders only.
  15. Build/assign inventory records per agreement
  16. Import additional inventory items from inventory file as required – simpler items so customers can re-order (last 12 months)
  17. Set up Tri-Order (email history of purchases)
  18. Review payment methods (bill to account, credit card)
  19. Review credit card processing if required.
  20. Set up generic username and password for distributor to view site, place orders and proof.
  21. Review and establish guidelines for:
    • 1. Internet pricing: price that displays when someone looks at the item but is not logged in.
    • 2. Customer specific pricing: option to send or not send customer specific pricing.
    • 3. Vendor specific pricing: “Money Matters” “Build Blue”
    • 4. Call for Pricing: if item price is zero – “Call for Pricing” displays.
    • 5. Price: if MSRP and Internet price are both in the inventory record, the shopping cart will display “You save XX%”
  22. Review options for putting videos on the site. (Safety videos, product videos, how to videos)
  23. Sending the customer account number to the shopping cart “Charge my account”
  24. Testing:
    1. Set up five customers for testing using real customer numbers (not live)
    2. Set up Tri-Order with email addresses pointing to generic email address
    3. Compare Billing History to shopping cart to confirm all items previously purchased can be found in the shopping cart (program compares Billing History to the database)
    4. Using the Customer Inquiry, reprint 10 orders from the invoice archive.
    5. Enter those orders into the shopping cart.
    6. Compare unit prices and subtotals
  25. Setup and test VPN for order downloads (every 15 minutes orders are downloaded)
  26. Test order import and ticket printing. Assign picking ticket printer.
  27. Test inventory, internet pricing and customer pricing export.
  28. Promotion email “Announcing or Coming Soon”
  29. Review taxing and shipping policies (taxing plug in – free update once a month). If used, taxing will apply to generic taxes not customer specific. Tax is Yes or No for everything.
  30. Set up salesman so they can sign on at customer site and take orders in front of the customer. Review with distributor. (Customer email address and master password)
  31. After testing is completed, go live with five customers.
  32. After 30 days roll out to 10 additional customers
  33. After 60 days roll out to customers on demand.
  34. Start sending out Tri-Order to all customers