Inquiry History / Order History
The Order History can be accessed by a floating action button or from the user profile:
On the order history screen, the user can apply certain filters (for instance by date and status) and access orders placed by the user(s).
By clicking on ‘View’ on the respective order item, the user can review a previously placed order:
Orders Placed by Others
If the current user is assigned the 'Business Administrator' role (for more information, please refer to 'Commerce User Management' ), orders that have been placed by others can be reviewed by clicking the respective tab on the Order History page:
For more information, please refer to 'Process Overview: Business Administrator Review'.
View Inquiries Made by Users
As shown in the image below, clicking on the My Inquiries tab in Commerce will redirect users to view the inquiries that they have made. Business Administrators can also access inquiries made by others:
The inquiries are listed in a table format:
Download Order / Inquiry
After successfully placing an order or inquiry, the user(s) may download a PDF copy of the summary report from the Sales Documents tab for offline reference.
To enable or disable this feature, the Commerce System Administrator can update the setup under the Operation settings:
Note: you can have different PDFs for the cover page, cover letter, Item details, and product sheet, prepared as separate templates which are merged when downloaded from the Commerce order & Inquiry tab.
After report templates have been set up in the Digital Sales Platform, the system will merge all the PDFs which are flagged as "Default in commerce" based on their positions.
Email Notification with BOM details
After successfully placing an order or inquiry, the user(s) will receive notification emails confirming the action taken, together with a PDF copy of the summary report for offline reference.
The subject and body of the notification email can be customized through the messages.properties file by the administrator.
For more information, please refer to 'Email Templates'.
Note: If the jasper reports for generating the PDF templates and related settings are maintained by the Administrator and PDF can be downloaded from the commerce portal the same PDF shall be included as an attachment to an email.
Confirmation e-mail, on re-try from CPQ context
An email when ERP order goes through successfully will be sent out from commerce. However, in the event an order in ERP is unsuccessful, upon re-try from CPQ commerce, a confirmation email will be sent out to user(s) as well.
Access to Order Confirmation PDF
Order-related information and records are often stored in hardcopy or on separate systems, making it difficult for users to retrieve and reconcile transactions for instance month-end closing, or audits. Now, user(s) can simply consolidate such information on the Digital Sales Platform for easy access, where order confirmation records can be easily downloaded when needed. For orders that have been sent to ERP, simply click on the 'Download' button to retrieve.
The order confirmation PDF will then be generated: