Customer Online Ordering

Online Customers Online customers have access to quoting and ordering. In quoting and order you have the ability to; Create quotes Edit and check the order before submitting Search for old orders And Check the order status of current orders This document will go over the following; Signing in Creating a quote How to edit and check the order before submitting Searching for old orders And checking the status of current orders

1. Sign up / Logging in

Welcome to a new way to place an order You will be sent an email with an invite (as below) Simply accept the invite by Clicking on “Accept invite” highlighted below You will then be taken to your Information Page

Type in your Password and confirm the Password entered Note: it should be 6 or more characters long with at least 1 Number and 1 Letter Add your Phone, Mobile and your Address Then click Register

Login http://login.buzsoftware.com.au sign in with your User Name and Password Select Forgotten your password if you can not remember it, this will take you to a new window where you can re-set your password

Home Page Once you have logged in you will see your home page, if you have more than one Company you can choose from the list here. You can also access your Profile to change your Contact Details or Password by selecting the “My Profile” TAB at the top. The above headings will be on the top RHS of your page and will allow you to; Log Off Return to the home page with “My BUZ” Access our Help pages or contact us with your help questions by dropping down the menu next to “Help”

2. Quoting and Ordering

Quoting & Ordering Select -> Sales Quoting & Ordering + New Sale Enter your reference (this could be an office order number or a purchase order etc.) something that you can reference the order by Click Next

Quoting & Ordering Select your Product Enter the Product Details These run down the page Once all the information is entered You can select Calculate Price or just Add to Cart to process

Quoting & Ordering Now in the Cart is your first blind from here you can Add Item and create a whole new blind Copy or Edit Item on your quote Via the drop down Options (On Right) Remove an item Change Materials on 1 or many items Attach a file Finalise Order once you have all items needed on the order

Quoting & Ordering By Selecting Finalize you go to the Finalize Page where you can check / select Enter extra details required by your supplier Enter the Install Address if you have more than one (Or add a new install / delivery address) Type in any notes for this order in the General Notes Then select Next to take you to the Summary Page Once on the Summary Page your Quote is saved but you can at this stage Select Options to Edit or Copy your quote, this will take you back to the Finalise Page Email or Print the Quote / Check order sheet The History and Notes is a way for you to check on the history of your order IE: when you quoted it?, when it was dispatched? And to see any Notes that the supplier might have added

Quoting & Ordering Select Accept, this will place the quote as an order to your supplier Decline sets the Quote as Lost and will not proceed any further

3. Searching for old orders and checking order statuses

Checking Quotes & Orders Select-> Sales Quoting & Ordering

Checking Quotes & Orders Now you can see at a glance How many Quotes you have in the system How many orders you have awaiting Approval to be processed How many orders are in Work in Progress You can click on any of these buttons to have a more detailed view of where all your Orders and Quotes are, what Status it has and when it is expected to be ready

Checking Quotes & Orders Click on an order to view the details for this order The status appears next to the BUZ number

Thank you Any further questions please contact us at support@buzsoftware.com.au