Difference between revisions of "Phoenix Computers"
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(Created page with "'''To create a client referral''', go to referral.phoenixcomputers.info. <br /> Login as an agency and you will see a CLIENT REFERRAL form. Fill out all information and click...") |
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'''To place a client order''', login as a user from Phoenix Computers. <br /> | '''To place a client order''', login as a user from Phoenix Computers. <br /> | ||
Enter the Referral Form ID and click CONTINUE. <br /> | Enter the Referral Form ID and click CONTINUE. <br /> | ||
− | Select System Options and click SUBMIT PAYMENT to order the computer as specified. | + | Select System Options and click SUBMIT PAYMENT to order the computer as specified. <br /> |
+ | |||
+ | To add System Options: <br /> | ||
+ | #LOGIN and click on ADMIN. | ||
+ | #Click MANAGE ADD-ONS, then PHOENIX COMPUTERS and then SYSTEM OPTIONS. | ||
+ | #You will see a list of all system options currently available. | ||
+ | #Click ADD to add a new option or click on the paper/pencil icon next to one to edit it. | ||
+ | #You will enter the name of the item, select a category, enter the price, enter the sort order within the category, and if the category is accessory, you will select the specific accessory. Click OK to save. | ||
+ | #If you need to enter a new accessory item, click on MANAGE ADD-ONS, then PHOENIX COMPUTERS and then ACCESSORIES. Click ADD and type in the name of the new accessory; then click OK to save it. | ||
+ | |||
+ | |||
+ | To get record ID #s for client referrals from the back end of the website. <br /> | ||
+ | |||
+ | #LOGIN and click on ADMIN. | ||
+ | #Click MANAGE ADD-ONS, then PHOENIX COMPUTERS and then CLIENT REFERRALS. | ||
+ | #You will see a list of all client referrals. | ||
+ | #You can click on the DATE ADDED column to see them sorted by date, or if you want to search for a certain referral, you can enter it at the bottom of the screen in the search box in the NAME column. Then click FIND. | ||
+ | #You can see the record ID in the ID field or you can open the referral by clicking on the paper/pencil icon next to the record you want to look at. |
Latest revision as of 17:52, 8 July 2015
To create a client referral, go to referral.phoenixcomputers.info.
Login as an agency and you will see a CLIENT REFERRAL form. Fill out all information and click PRINT REFERRAL when you are done.
To place a client order, login as a user from Phoenix Computers.
Enter the Referral Form ID and click CONTINUE.
Select System Options and click SUBMIT PAYMENT to order the computer as specified.
To add System Options:
- LOGIN and click on ADMIN.
- Click MANAGE ADD-ONS, then PHOENIX COMPUTERS and then SYSTEM OPTIONS.
- You will see a list of all system options currently available.
- Click ADD to add a new option or click on the paper/pencil icon next to one to edit it.
- You will enter the name of the item, select a category, enter the price, enter the sort order within the category, and if the category is accessory, you will select the specific accessory. Click OK to save.
- If you need to enter a new accessory item, click on MANAGE ADD-ONS, then PHOENIX COMPUTERS and then ACCESSORIES. Click ADD and type in the name of the new accessory; then click OK to save it.
To get record ID #s for client referrals from the back end of the website.
- LOGIN and click on ADMIN.
- Click MANAGE ADD-ONS, then PHOENIX COMPUTERS and then CLIENT REFERRALS.
- You will see a list of all client referrals.
- You can click on the DATE ADDED column to see them sorted by date, or if you want to search for a certain referral, you can enter it at the bottom of the screen in the search box in the NAME column. Then click FIND.
- You can see the record ID in the ID field or you can open the referral by clicking on the paper/pencil icon next to the record you want to look at.