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Shedbuilder

Overview

Each section has search criteria and functions reserved for the statuses of that section:

The purpose of the status is to track what stage and where an order is at.

  • Each 'Order', 'Quote' and 'Inventory entry' has an 'Order Feed' that tracks when and what user has modified over the life of the shed.

Users can checkout from Order Admin on sheds that are 'Unsubmitted' or 'Quoted'.

Quotes

This is every quote that is currently active with the Shedbuilder system.

The 'Quote' section only has one status: 'Quoted'.

Once a shed has been quoted, dealers and JDM personnel can check the shed out from Order Admin.

Users can access documents and customer information for an individual shed.

  • There is a 'Lead Quality' field. This is used by the salesperson to decide how likely the customer is to purchase a shed in the near future.

  • A star system is used for the 'Lead Quality' from 1 to 4 stars being least likely to most likely to purchase a shed rating based on the salesperson's opinion.

Once the 'Quoted' Shed has been checked out, it will be moved to the 'Orders' tab as a submitted shed.

Orders

This section covers the status of every order within Shedbuilder itself.

Some statuses allow the Order Admin user to return to the Shedbuilder to adjust the interactive, checkout from Shedbuilder or checkout directly from Order Admin.

Other documents are available including structural drawings, elevations, work orders etc.

Users can access document and customer information for an individual shed.

An unsubmitted shed, once checked out, will be set to submitted.

Inventory

This section covers the status of every inventory order in Shedbuilder.

It has several statuses, which are updated based on the status of the shed.

However, only sheds marked as 'Inventory' will appear on the JDM Structures site.

In the 'Inventory' section of Order Admin, there are additional options and documents available:

  • Users can also upload custom images for the inventory shed that is being viewed.

  • Promo codes can be applied.

  • Pricing pdfs can be generated.

  • The Shed can get a quick estimate.

Inventory States

  • Inventory WIP: Default state upon creation, no location assigned yet, shed is being built

  • Inventory Pending: Shed is done being built, where it can either not require a location or assume and assign JDM Corporate.

    • In the current state of the Order admin, cannot be at another dealership or address. This is used for internal tracking at JDM.

  • Inventory: this is the only state viewable by Dealers, and requires that we have a location that can be set or changed by JDM

Inventory Reserved

How to set Inventory Reserved on a Shebuilder Inventory Item

  • In Order Admin click Inventory under Shedbuilder.

  • This will bring up a ShedBuilder Inventory list. Each inventory item will have a View option.

  • Clicking on View will take you to the manage order page of the inventory item.

  • Here you'll find an Inventory Reseved checkbox. Check or Uncheck as needed. The site will automatically update based on your choice

  • If you checked Inventory Reseved, clicking the Inventory menu item will take you back to the Inventory List. You'll now see a pad-lock icon under the Order Status column.

  • The padlock icon color will be: Red if the store is published. Grey if the store is unpublished.

Promo Codes

Promo codes are strings that allow for discounts on the Shedbuilder.

There are different settings that can be discounted. They are:

  • Percent off Base Price

  • Percent off Subtotal

  • Up to XXX in free Options

    • The options can be limited to specific options if desired.

  • Percent off Option IDs

  • Percent off Option Value

  • Dollar off Sub-total

Promo codes can be limited based on shed criteria as well:

  • Series

  • Siding

  • Build Type

  • Region

Promo codes can also be limited:

  • By Start Date

  • By End Date

  • By Number of Uses

Administrators can also set the promo code to only be applied to Inventory Orders.

Or Promo Codes could be set to be Combinable with other promo codes or not.

Test Promo Codes

Here is a list of available Promo Codes (All are combinable unless stated): - 17PEROFF: 17% off of the base price

  • 17PEROFFST: 17% off of the subtotal

  • 450IFO: $450 in free options

  • FREEOPT: Gives two free options

  • 10PEROFFOPT: 10% off options

  • NOTAXTEST: Removes the tax from the order

  • NOMATCHARGE: Removes the material surcharge from the order

  • NOFUELCHARGE: Removes the fuel surcharge from the order

  • NOEXPCOST: Removes the express delivery cost from the order

  • 250OFFST: $200 off of the subtotal

  • 300OFFST: $300 off of subtotal | Not combinable

Editing Orders

When viewing a created configuration, the builder will sometimes allow the user to click an edit button in order to modify the order. This is allowed in the following cases:

  • A normal order is Quoted, the order's customerId is null or matches the signed in user, and the signed in user is a Salesperson or JDM Admin.

  • A normal order is opened as a JDM Admin.

  • An inventory order is Inventory WIP and user is a JDM Admin.

Normal Orders: 

let quoted = this.state.order && this.state.order.orderState == OrderState.Quoted;
        let customerMatch = !this.shed.customerId || this.shed.customerId == this.authService.customerId;
        let editableQuote = quoted && customerMatch && this.authService.isDealerOrJDM();
        let editableOrder = this.authService.isJDM();
        return editableQuote || editableOrder;

Inventory Orders: 

return this.state.order &&
            this.state.order.orderState == OrderState.InventoryWIP &&
            this.authService.isJDM();

Duplicating Sheds

Once a shed has been submited, a quote created, or when an inventory shed has been created, Shedbuilder no longer allows users to edit the shed without further input. Users can either edit the entry that has been created, or create a duplicate entry.

When an entry is duplicated, not everything is saved. The following is what is preserved and what is discarded when a user duplicates a shed:

  • All options and color choices are preserved. This includes color applications to options as well.

  • Pricing and Zip code is maintained from the original when the entry is a duplicate of a submission or a quote.

  • When the duplicate is created from an inventory order, the zip code is not transferred to the duplicate.

  • Promo codes, adjustments, customer ID, and quote information are not transferred to the duplicate.