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installation_of_products [2019/01/27 09:38] |
installation_of_products [2019/01/27 09:38] (current) |
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+ | Sign installation is a feature added to Cyrious Online to allow customers to specify the location and details for installation of products ordered through the online storefront. | ||
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+ | ==== Setting Up for Installation Orders ==== | ||
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+ | In order to use the installation system, an installable product must be in the cart at checkout. Any product in Online can be marked as installable by simply opening that product' | ||
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+ | Once the product is marked as installable, | ||
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+ | Now that we have an installable product and an installation method, we are all ready to create an order with installation! | ||
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+ | ==== Creating an Installation Order ==== | ||
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+ | To create an installation order, simply add your installable product and any other products you choose to the cart and begin the checkout process. On the delivery tab select the installation method you created and make certain that the address listed is correct for where the products should be installed. | ||
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+ | Once the installation method and address are selected you will notice that an " | ||
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+ | In addition to the map and markers, clicking on the pencil icon next to each item will expand a notes field which allows the customer to enter any custom notes about the installation process. | ||
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+ | After adding markers for the appropriate items and adding any necessary notes complete the checkout process as you would for any order. | ||
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+ | ==== After Checkout ==== | ||
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+ | After checking out you will have the ability to view the Installation Directions page. It can be accessed from three places. | ||
+ | - The confirmation page that appears after completing the checkout process | ||
+ | - The approval request email that is sent to the employee | ||
+ | - The inbox message inside of Cyrious Online which mirrors the email | ||
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+ | All three links take the user to the page, the directions page which does not require the user to be signed into Cyrious Online. This allows the link (from 1 or 2 above) to be sent to an employee who must install the products. This page displays an interactive map which shows the markers placed (no longer movable or rotatable) during checkout as well as all installable products with their notes and the ability to get directions to the installation address. | ||
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