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installation_of_products [2019/01/27 09:38] (current)
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 +====== ​ ======
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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'​s item definition page and marking the checkbox labelled "​Installable"​.
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 +{{::​capture.png_aligncenter?​nolink&​|}}
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 +Once the product is marked as installable,​ an installation method must be created (similar to a shipping method). To do this, navigate to the Settings page of Online and select the link to "View Installation Methods"​ and click "Add Installation Product"​. Once the New Installation Product page loads fill out the necessary information,​ especially the name of the method and the pricing information.
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 +{{::​installation_method_creation.png?​nolink&​800|}}
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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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 +{{::​installation_order_checkout.png?​nolink&​800|}}
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 +Once the installation method and address are selected you will notice that an "​Installation"​ tab has appeared in the order menu. Click "​Continue Checkout"​ to reach this tab. When the tab loads you will be presented with a list of installable products on the left and a map of the installation address on the right. To place markers for each product on the map simply click the checkbox next to the appropriate product. A marker will appear on the map and that marker can be dragged to a proper location and rotated using the controls at the top of the map to indicate the desired installation location. Additionally,​ clicking on the marker will open a dialogue on the map indicating the name of the item being controlled. Markers can be moved and rotated on the map but not scaled. The map itself can be panned, but not zoomed.
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 +{{::​installation_order_map_tab.png?​nolink&​800|}}
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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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 +{{::​installation_directions.png?​nolink&​800|}}
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  • installation_of_products.txt
  • Last modified: 2019/01/27 09:38
  • (external edit)