Presentation Centre
What is Presentation Centre?
In the XoroERP system, the presentation is a platform that allows B2B customers to explore products, place orders, and streamline their purchasing processes. The presentation is essentially a gateway for B2B customers to navigate through the array of products available for sale. You can design and define the presentation attributes in the Presentation Centre. This allows you to tailor the presentation to your specific needs, incorporating product details, images, pricing information, and any other relevant data. This customization ensures that the presentation aligns with the unique branding and messaging of the business.
Once the presentation is defined, you can then proceed to generate a link for the presentation, which can be used by the portal users to access the presentation.
Creating a Presentation
When creating a presentation, begin by adding the design attributes. Then, select the primary details, and shipping information, filter the products, set any discount rules and then generate the link for the presentation.
Click on the "Create New" option to start the presentation creation process. You will be navigated to the "Presentation" module. Fill in the necessary details in the respective tabs.
Creating Presentation - Design tab
Background Image
Select a background image that appears in the background for the presentation. Please note that you can select the background image only after saving the presentation.
Login Image
Click on edit to select the login Image which displays at portal login.
Creating Presentation - Primary tab
Showroom
Select Showroom from the list for the presentation.
Name
This field allows you to give a name to the presentation.
Code
Enter a code for the Presentation.
Note
This field allows you to add any additional information or notes to the presentation.
Sales Rep
This field allows you to select a sales rep for the presentation.
Force Price Type
Enable this checkbox to select the Price Level that will apply to the products in the presentation. If unchecked, the predefined unit price will be used.
Price Level
This field is enabled when the "Force Price Type" option is checked and allows you to select the price type that will be applied to the products in the presentation.
Price Currency
Select the price currency from the list for the presentation.
Inventory Stores
This field allows you to select a single or multiple stores from which the inventory will be sold for the presentation products.
Order Store
This field allows you to select the store for the orders placed from the presentation.
Default Location
This field allows you to select the default location of the selected store to be used for the orders placed from the presentation.
Price Types
Select one or more price type to be displayed on the presentation.
Ordering Types
This field allows you to choose whether you want to place the orders instantly or for a future date.
Creating Presentation - Other Attributes tab
Order Cut-Off Date
This field allows you to enter the presentation's order cut-off date.
Order Min
This field allows you to enter the minimum order quantity for the presentation.
Inventory Type
This field allows you to select the inventory level that will represent the available stock for the products showcased in the presentation.
Minimum Inventory Quantity to Show
This field allows you to set the minimum threshold for the quantity of a product that should be in stock before it is displayed or made available for purchase.
Maximum Inventory Quantity to Show
This field allows you to set the maximum threshold for the quantity of a product that should be in stock before it is displayed or made available for purchase.
Memo
This field allows you to enter any additional information or notes regarding the presentation.
Order Type
This field allows you to select the presentation's order type from the available list.
Advanced Payment Required - Payment Terms
This field allows you to select the payment terms for the customers requiring advance. Please note that this option will only work for customers having these default payment terms.
Visible to Customer Group
This field allows you to select the customer group(s) which can access the presentation. This will make the presentation visible to only selected groups.
Wave Method
This field allows you to select the criteria for reserving inventory when the presentation orders are auto-waved.: Allocate What's Available, Full Order(s) Only, or Full Qty Line(s) Only. Please note that you will only be able to select the wave method if the "Auto Wave" checkbox is enabled.
Stock Visibility
There are two stock visibility options: "Quantity" and "In Stock/Not in Stock."
Quantity Option: When the "Quantity" option is selected, the system will display the actual quantity of items in stock.
In Stock/Not in Stock Option: When the "In Stock/Not in Stock" option is selected, the system will display a simple status of "Yes" or "No" to indicate whether items are in stock, without showing the exact count.
Show Available In Stock Only
If this checkbox is selected, only the products currently in stock will be displayed to customers.
Sell Available in Stock
If this checkbox is selected, the customers will only be able to buy the products currently in stock.
Is Visible To Everyone(No Links Required)
If this checkbox is selected, the presentation will be accessible/visible to all the customers. No invitation links are required to be sent.
Make Customer PO mandatory
If this checkbox is selected, entering the Customer PO will be required to place the order.
Use Direct Debit Payment Services
If this option is enabled, the "Direct Debit" payment option will be available to the customers during checkout for making the advance payment for the B2B order. Please note that this option will only work advance payment is required for the order and direct debit mandate is setup for the customer.
Force Item Sell Package Qty
If this checkbox is checked and the item has a defined sell package quantity, you can only sell the item in multiples of the sell package quantity.
Auto Release Sales Order
If this checkbox is selected, the presentation's orders will be automatically released.
Auto Wave
Select this checkbox to auto-wave the presentation's orders.
Require Advance Payment
Use this field to enter an advance payment that is required from the customer to ship the order. You can select an absolute amount or percentage of the order. You can utilize this field to restrict the order from waving or shipping if the payment is not recorded in the system.
Deposit Liability Account
This field allows you to select the deposit liability account from the list of available accounts.
Group By
This option allows you to choose the criteria (Brand, Category, Item Category, or None) for displaying products within the presentation. For example, selecting "Brand" will organize the products based on their respective brands within the presentation.
Default Product Layout
This field allows you to select the default layout for the products displayed in the presentation. The available options are: Grid, Table, and Variant Selection.
Products Per Page
This field allows you to select the number of products that you want to see per page such as 30,50,80,100,150 or 200 from the list.
Ref No
This field allows you to assign a unique reference number or identifier to the presentation's orders for easy tracking and reference purposes.
Project/Class
This field allows you to assign a Project/Class to the presentation's order.
Featured Product Title
Enter the title to be displayed on the featured products of the presentation.
Customer Notes
This field allows you to add any notes or additional information received from the customer.
Brand
This field allows you to choose a brand for the presentation orders from the list. The selected brand will be seamlessly linked to any subsequent sales order created from the presentation. This brand information will automatically populate in the corresponding Sales Order created from the presentation.
Use Default Payment Service
If this checkbox is selected, the default payment service will be used for the presentation orders. Otherwise, select a payment service account from the list.
Payment Service Account
If you have not selected to use the default payment service, this dropdown option allows you to select the default payment service for the presentation orders.
Enable VAS
On check, this allows you to add VAS items to the presentation orders on the order summary page. Enable this to enter the VAS item for the VAS item.
Show Brand Popup
If this checkbox is enabled, a pop-up displaying all available brands will appear upon opening the presentation link. Choose the desired brand(s), and the presentation will then show only the products associated with the selected brand(s).
Charge Tax on Order Items
If this checkbox is enabled, it adds tax charges to order items which are reflected at the time of payment.
Creating Presentation - Shipping tab
Complete Ship Date
This field allows you to select the date on which the customer received the order and the shipping process is completed.
Maximum Shipping Window
This field allows to specify the maximum number of days it may take for the order to be shipped and received by the customer.
Shipping Method
This field allows you to select the preferred method of shipment for the orders. Select Pick Up if the customer is picking up the goods by themselves. Select Delivery (Own Truck) if your own company’s truck is being used for the delivery. And, select Delivery (Third Party) if an external company is shipping the goods for you.
Shipping Type
This field allows you to select the type of shipping to be applied to the presentation orders. You can choose to apply a fixed shipping amount, a percentage of the order total, a shipping disclaimer, or the option to opt out of applying any specific shipping type.
Shipping Text
This field allows you to add any notes or information related to the shipping. Please note that you can enter shipping text only if you have selected a particular shipping type.
Shipping Carrier
This field allows you to specify the carrier or shipping service responsible for delivering the order to the customer.
Shipping FOB
This field allows you to select Freight On Board from Origin or Destination for the order.
Shipping Service
This field allows you to select the shipping service used to fulfill the order, such as FedEx, UPS, etc.
Shipping Terms
This field allows you to select the shipping terms options for the order. Available options are: Prepaid, Collect, Prepaid & Billed, Collect & Allowed, Third Party Billing
Shipping Account Number
This field allows you to select the shipping account number for the presentation orders.
Charge Tax on Shipping
If this checkbox is enabled, tax will be applied to the shipping amount.
Allow Update Ship Dates
If this checkbox is enabled, the ship dates can be updated at a later time.
Creating Presentation - Products tab
Filters
Products for the presentation can be filtered through various check-boxes such as brands, tags, item groups, or seasons which appear on the left side, and filtered products for the presentation are displayed on the right side of the screen.
Include
Use this tab to filter the products that are to be included in the presentation.
Exclude
Use this tab to filter the products that are to be excluded from the presentation.
Creating Presentation - Filters tab
Filter Name
This section enables you to activate filter types for the presentation. Toggle the "Show" option to enable a filter. Once activated, you can filter the products in the presentation according to the filters enabled in this section.
Creating Presentation - Discount Rules tab
From Amount
This field allows you to specify the minimum order amount necessary to qualify for the discount.
To Amount
This field allows you to specify the maximum order amount that can qualify for the discount.
Discount Percentage
This field allows you to set the discount percentage to be applied to orders with a total falling between the specified "From" and "To" amounts.
Amount For Alert
This field allows you to specify the threshold amount that triggers an alert for the customer. Based on the discount rule, a popup will be shown while submitting the Order in the Customer portal.
The alert message would be – “You can get an x% discount if you shop more “the amount” (From Amount – Cart Amount)”.
Add Discount Rule
After entering all the details, click on this option to add a new discount rule.
Creating Presentation - Links tab
Generate New Link
Click on the “Generate New Link” button to generate links for the presentation. Please note that you can generate more than one link for a presentation.
Customer Link
This link is used as a portal link that is shared with the customer to access the presentation.
Internal Link
This link is used internally to check whether the presentation includes all required products as well as the working of all checkboxes.
Status
This field shows the current status of the link i.e. Active/Expired. Once the link expires it can not be activated again so, you have to create a new link for the presentation.
Expiry Type
It deals with the duration of the link validity such as in terms of Minutes, Hour, Day, Week, Month, Year.
Expiry Value
Specify the duration for which the presentation link will be valid. Expiry value mark according to expiry types and it can be 1,2,3 and so on. For instance, Expiry Value “2” and expiry type “year”, it means the link will activate for two years.
Create Date Time
This field shows the date and time at which the link is created.
Created By
This field captures the name of the user who created the presentation.
Expiry
The field shows the date and time when the presentation link will expire.
Click on this icon to view the campaign that has been sent to the customer(s) via email.
When the presentation is ready to start the campaign, click on this icon to start the campaign and send it to a single customer, all, or to a group via email.
Click on this icon to view the presentation.
Click on this icon to delete the presentation.
Creating Presentation - View History tab
View History
This section shows the history of the customers to whom the presentation is sent and it also includes the email, phone, and date-time of the customers.
After you have filled in all the details, click on "Save" to create the presentation. Once the presentation is created, you can then proceed to start the campaign.
Force Item Sell Package Quantity in B2B Module
XoroERP's B2B module introduces a robust feature designed to enforce packaging standards for items sold through the platform. This feature, "Force Item Sell Package Qty," ensures that orders adhere strictly to predefined selling units, maintaining consistency and streamlining inventory management.
Location in B2B Module: The "Force Item Sell Package Qty" field is accessible under the “Other Attributes Tab” within the B2B presentation settings.
Setting Up the Sell Package Quantity:
Define Sell Package Quantity:
Navigate to the Create Item module.
Under the Inventory tab, set the Item’s Sell Package Quantity.
Enable Force Sell Package Quantity:
Check the "Force Item Sell Package Qty" checkbox in the B2B presentation settings.
This ensures that quantities added to the order must be in multiples of the defined Sell Package Quantity.
Functionality:
Order Validation:
When the "Force Item Sell Package Qty" checkbox is enabled, the system will enforce that the order quantity matches the specified multiples of the Sell Package Quantity.
If a different quantity is entered, the system will prevent adding the item to the cart and display an error message, guiding the user to correct the quantity.
Benefits:
Consistency: Ensures orders are placed in standard package quantities, reducing errors and improving order accuracy.
Efficiency: Streamlines the ordering process by adhering to preset quantities, facilitating easier inventory tracking and management.
Control: Provides greater control over how items are sold, enhancing operational efficiency and customer satisfaction.
This feature is particularly beneficial for businesses that deal with bulk items or need to maintain strict inventory controls, ensuring that all orders are consistent with predefined packaging standards.
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