Support
Inserendo le tue credenziali qui, ricevute via mail dopo la registrazione, accedi alla tua area riservata per la gestione del portale Order Factory.
In the private area you can request a new access password by clicking on “Don’t remember your credentials?” and specifying your registration e-mail address.
You will then immediately receive an e-mail with a new password.
Once you are logged in, you can customise it by going to ‘Settings’ > ‘Account’.
From here you can view orders placed by B2B customers, change the order status, and download an order in PDF or CSV format.
Here you can create, edit or delete order statuses. A predefined status can be set. If the flag is placed next to ‘Email alert’, an email alert is sent to the customer each time the status changes.
Here you can enter the variants (size, colour, material, size, packaging, etc.) that you will subsequently associate with the products that include them.
Click on ‘Add New’, a pop-up opens where you enter the name and code of the variant.
By clicking on the orange folder (open) to the right of the created variant, you enter the section in which you can enter individual variants by clicking on “add new”. (e.g. variant ‘Size’; individual variants small, medium, large)
By clicking on ‘Add New’, you can create the sets of variants which represents the ‘container’ of the variants you will select (maximum two). You must indicate the name of the variant set (e.g. SET_SIZEandCOLOR), and flag the variants that are part of the ‘set’.
In the product data sheet, look for the item: ‘Product type’, select with Variants,below indicates the reference ‘variant set’ and saves. Go back to Management > Products, next to the article where you have associated the variant set, you will find a red fan-shaped icon: click on it to enter the area where you can create ‘child products’, click on the ‘+’ button at the top right to create individual product variants, at the bottom of the ‘child’ product created, select the variants you want to associate with the product.
Repeat the operation for as many variants as are available for that article.
Allows you to create, manage and delete the product catalogue.
Insert new
From the product management screen, top right, click the ‘+’ button to access the insert new product screen. Fill in the fields and save by clicking the ‘Save’ button at the bottom.
Edit Products
By clicking on the pencil icon (edit) to the right of a product, you can edit the fields of an article. Save your changes by clicking the ‘Save’ button.
Delete products
To delete a single article, click on the red ‘x’ button to the right of the product. To make a multi-selection, put the flag on the products to be deleted and press the ‘Delete Selected’ button at the bottom left.
Importing and Exporting CSV or Excel Files
You can manage product master data using CSV or Excel files. Find out how, in the section “ Settings” in this manual.
Importazione immagini
In the section “Settings” of this manual you will also find instructions on how to import several images at once.
It is possible to create categories and sub-categories to which products can be associated, to enable the B2B user to filter articles while browsing the catalogue.
From the Management > Categories menu, press the ‘+’ button to add a category. Enter the name and a code for the category you are adding. Click on the orange folder icon next to the category you have just created to enter the category, where you can create a subcategory.
You can then proceed in two ways to add products to the category you have just created:
– From the product master, Manage > Products > Green Pencil on the desired product and, at the bottom of the tab, select the desired category.
– It is possible to import products from the CSV file by automatically assigning them to a category by entering the category code in the ‘category’ column.
It is possible to create brands with which to associate articles. Click on the ‘+’ button in the top right-hand corner in the relevant section, this opens the brand card to be filled in and saved.
To associate a product with a brand, open the product tab from ‘Management’ > ‘Products’, click on the green pencil next to the product. In the product tab, there is the ‘Brand’ entry where, in the drop-down menu, you can select one of the saved brands.
Allows you to create, manage and delete your list of customers.
Insert new customer
Click the “+” button at the top right, fill in the fields and save by clicking the “Save” button at the bottom.
Edit and delete Master Data
From the list, click on the pencil icon next to the customer, edit the fields and save your changes by clicking the “Save” button. You can delete the master data by clicking on the ‘x’ icon next to the customer. To make a multi-selection, flag the customers to be deleted and press the “Delete selected” button at the bottom left.
Shipping address
Allows you to create, manage and delete shipping addresses for each individual customer.
Import and export CSV or Excel files
You can manage customer master data and their locations (shipping addresses), using CSV or Excel files. Find out more in the “Settings” of this manual.
Allows you to create, manage and delete discounts for each customer, product groups or individual products. Go to ‘Management’ > ‘Customers/Discounts’, select the customer to whom you wish to enable a discount by clicking on the orange folder icon (discounts). Click on the ‘+’ button in the top right-hand corner to enter a discount.
Uno sconto può essere applicato all’intero listino, a un singolo prodotto o a una categoria merceologica.
Discount per Price List
To apply the discount to the entire list: in the input screen, write the discount percentage to be applied to the entire list without specifying any products.
Discount per individual product
To apply the discount to a single product: specify a product from the drop-down menu.
Discount by product category
To apply the discount to the product category: enter the product category code (this must be created by entering it in the master data of each individual product)
In the event that both a discount on the entire price list and a discount on the individual product are present, the discount for the individual product will be entered automatically when the order is completed.
It is possible to specify up to three successive discount percentages: the second percentage represents a discount on the price already discounted with the first percentage, and the third a discount applied to the price already discounted with the second. Example: if you associate a product X with a discount 1 of 10% and a discount 2 of 5%, starting from an initial price of 100 euro, the final discounted price will be 85.5 euro (the first discount reduces the price to 90 euro, on this, applying discount 2, you arrive at 85.5 euro). As an alternative to the three discounts, you can specify a net price to be applied directly to the product that will overwrite the base price.
Importing and exporting CSV or Excel files
Puoi gestire le anagrafiche sconto utilizzando file CSV o Excel. Scopri come nella sezione “Settings” of this manual.
Accessing the Private Area it is possible to add, import and manage one or more customised lists, as an alternative to the Basic List.
Each list consists of the list code, list name, product code, net price (relative to the product to which a customised list is being added) and up to three discounts (optional).
Importing and Exporting CSV or Excel Files
You can manage customised lists using CSV or Excel files. Find out how in the section “Settings” of this manual.
It is possible to associate customers previously entered under ‘Management’ > ‘Customers’, to the Ecommerce, to enable them to place orders independently.
Click on “+” at the top right, under “Customer” call up, by entering the initials, one of the customers saved under “Management” > “Customers”, in the field “Username” enter the customer’s email address, on which you will receive the email with the link and credentials to access B2B. Click on “Insert” to save.
In this section, you can view the ‘Company Name’, ‘Company Code’ and ‘Username’. It is possible to change the “Company Name” and set a new password.
From here, the B2B portal data to which customers will have access are configured.
Url entered, will compose the web address for accessing the portal. Here you can also insert a background image that will be displayed on the right-hand side of the login page for B2B users. The logo will be visible in the manager’s area, top left, and during login above the section where login credentials are entered. The icon is used as a favicon. It is visible to the left of the title in the browser’s address bar, when navigating to a site that has it. The icon is also displayed in the favourites menu of a browser.
PDF Preferences
In the Private Area, from the menu Settings> Preferences, you can choose from 7 PDF order/quotation templates, as well as the color and font.
Also from this section, it is possible to specify the conditions of sale that will be stated in the document.
General Preferences
Here you can specify the default currency and VAT for orders/quotations filled from this area, and indicate the number of decimal places to be displayed on product prices
In addition to these options, you can specify one or more e-mail addresses to which copies of orders will be sent in CSV format.
Statistics preferences
Allows you to choose whether statistics are to be calculated from the date the order was created or sent.
Accessing the Private Area, it is possible to import CSV files. This format is supported by the most popular spreadsheets such as Microsoft Excel, OpenOffice or LibreOffice. Click on the version you own to download the example file, from which you can start to create your own database to import.
– Clients (Excel per Windows, Excel per Mac, OpenOffice)
– Products (Excel per Windows, Excel per Mac, OpenOffice)
– Discounts (Excel per Windows, Excel per Mac, OpenOffice)
– Venues (Excel per Windows, Excel per Mac, OpenOffice)
– Customised price lists (Excel per Windows, Excel per Mac, OpenOffice)
These imports can also be carried out from an Excel file, by means of Copy/Paste of the data contained in that file.
Once the data has been entered in the importer, it must be indicated whether the file contains a header row (like the one in the example files) and whether it is intended to remove the data that is not in the file, so as to eliminate the master records that are no longer used.
In any case, the records in the file will be updated with those being imported.
In the last step, it is necessary to associate the columns present in the CSV file with the fields that can be imported into the system. If there is no header row, as in the example files, it will be possible to associate these fields using the drop-down menus in each row.
It is possible that the system does not automatically recognise the file structure and therefore it is necessary to specify which ‘Column delimiter’ and which ‘String delimiter’ are used in that document. Try changing and pressing ‘Update Preview’ to check that the system correctly recognises the individual data to be imported.
Exporting data always takes place in CSV format, and in addition to the master data listed above for importing, it is also possible to export order data.
Allows you to mass import photos of your uploaded products. Quickly import images of your products, naming each image (jpeg format) with the relevant product code and creating a zip file.
To achieve full integration of Order Factory with third-party software, access to Web API libraries is provided.
The API enables the export and import of order data, customer and product master data to the company’s management system, creating a highly flexible integration that is perfectly tailored to the workflow adopted by the company. The management system, or any other external system used, can be set up to retrieve the data generated by Order Factory via simple web calls.
To get the token, login Area Private Area, go to Settings Menu > ‘API Management’. See the manual for API integration, and learn about the mapping of the fields that are transmitted, click here.
Once a customer has been enabled to access the B2B portal, the customer will receive an email with the credentials to access the portal. In the email there are two links: the first (confirm your email and log in), to activate the account; the second (access the portal), for access after the first.
Your customers are able to access the Product Catalogue with their credentials, proceed to consultation and place orders in total autonomy. For each article, a detailed product sheet is available with several images and in-depth information (description, technical data sheet, additional information, price, discounts, code and availability).
Categories and Subcategories
The Catalogue manages categories and subcategories (up to 3 levels), you can further filter the list of your products by unit of measurement.
Packaging
You can sell your product in single pieces as well as in packages.
Your customer can replenish and re-order previously ordered products with this functionality. He has at his disposal a pre-compiled list of products based on the last orders: image, basic information, order date, quantity, price.
The customer has at his disposal the entire order summary with product details, both overall and specific to each order line. He can also quickly repurchase the products in the detail in just a few clicks.
The B2B customer, by accessing the “Account” section within his B2B portal, will find a summary of his data: customer details, billing address and shipping address.
From here, selecting “Change Password” will give him the opportunity to enter his preferred access password.
This area is dedicated to analysing the economic performance of the company’s business.
All data in this section can be filtered by ‘Customer Category’, ‘Customer’ and ‘Product Category’.
Turnover
This tool offers a summary of orders placed, month by month, over the current and previous year. It is possible to choose three types of display: line graph, bar graph, textual.
Best-selling articles
In this view, it is possible to display the ranking of the 10 best-selling articles since the start of business. On the Y-axis, the product codes are shown, while the quantity purchased of that product is indicated at the bottom of the blue bar.
Thanks to this integration, you have the possibility of importing product master data, price lists, customer master data including all their locations, and inventories from Danea Easyfatt®. You will be able to import all orders placed by Order Factory with one click.
To configure it, consult the specific manual .
Thanks to this integration, you have the possibility to import from Invoices in Cloud® your product master data including inventories and customer master data including all their locations.
The connector will also transmit all orders sent from Order factory to your Invoices in Cloud® account within seconds of being sent, allowing you to generate your tax documents directly.
To configure the integration, please refer to the specific manual.
