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.
Order/Inquiry Notification email 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.