Order Admin Documents¶
Shedbuilder¶
Quotes¶
-
Checkout: Allows the JDM user to checkout the shed from directly in the Order Admin.
- Checkout always appears for any Quote with the Status of 'Quote'.
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Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin.
- This button is always available.
-
Update Customer: Allows JDM personnel to change details about the Customer's information.
- This button is always available.
-
Shed Design: Redirects to Shedbuilder with a Readonly verson of the Shed Configuration that was created when the quote was Generated.
-
Documents: The Documents button is actually a drop down that shows additional documents that can be viewed and downloaded. The available documents change based on various criteria.
-
Order Estimate: This is the document that details the Price of each line item, and details about the Shed Configuration.
- This document is always available.
-
Elevations: This document is a compilation of each of the Walls on the shed, and shows where options are placed on each wall.
- This document is always available.
-
Color Selections: This document lists all the colors associated with the shed, and where each color is assigned.
- This document is always available.
-
Structure Drawings: Like the Elevations, the Structure Drawing document is a 2D representation of each wall, but this document is concerned with the structural components of the shed.
- This document is always available.
-
Work Order: The Work Order is specific placement and color application for use by JDM personnel.
- This document is always available.
-
Price Tag: The Price Tag lists details of the shed, and the all options on the shed that have a price, and their count. It also lists various totals for the Shed.
- This document is always available.
-
Orders¶
-
Checkout: Allows the JDM user to checkout the shed from directly in the Order Admin.
- The 'Checkout' button will only appear on Unsubmitted entries.
-
Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin.
- This button is always available.
-
Update Customer: Allows JDM personnel to change details about the Customer's information.
- This button is always available.
-
Shed Design: Redirects to Shedbuilder with a Readonly verson of the Shed Configuration that was created when the quote was Generated.
-
Documents: The Documents button is actually a drop down that shows additional documents that can be viewed and downloaded. The available documents change based on various criteria.
-
Order Confirmation: This is the document that details the Price of each line item, and details about the Shed Configuration.
- This document is always available.
-
Elevations: This document is a compilation of each of the Walls on the shed, and shows where options are placed on each wall.
- This document is always available.
-
Color Selections: This document lists all the colors associated with the shed, and where each color is assigned.
- This document is always available.
-
Structure Drawings: Like the Elevations, the Structure Drawing document is a 2D representation of each wall, but this document is concerned with the structural components of the shed.
- This document is always available.
-
Work Order: The Work Order is specific placement of options and color application for use by JDM personnel.
- This document is always available.
-
Price Tag: The Price Tag lists details of the shed, and the all options on the shed that have a price, and their count. It also lists various totals for the Shed.
- This document is always available.
-
Inventory¶
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Checkout: Allows the JDM user to checkout the shed from directly in the Order Admin.
- The 'Checkout' button will only appear on Inventory entries. Pending and WIP hide this button.
-
Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin. In addition, it allows JDM personnel to update the Location the Inventory Location.
- This button is always available.
-
Promo Codes: This brings up a Modal with similar to the pricing panel, and lists every line item on the entry. Admins can then add promo codes to the Inventory Order.
- This button is always available.
-
Manage Images: This button allows the User to add custom images to the Inventory Page on JDM Structures.
- This button is always available.
-
Quick Estimate: This brings up a modal similar to the pricing panel, and lists every line item on the entry. Admins can then generate an estimate PDF to print and save.
- This button is always available.
-
Shed Design: Redirects to Shedbuilder with a Readonly verson of the Shed Configuration that was created when the quote was Generated.
-
Documents: The Documents button is actually a drop down that shows additional documents that can be viewed and downloaded. The available documents change based on various criteria.
-
Order Confirmation: This is the document that details the Price of each line item, and details about the Shed Configuration.
- This document is always available.
-
Elevations: This document is a compilation of each of the Walls on the shed, and shows where options are placed on each wall.
- This document is always available.
-
Color Selections: This document lists all the colors associated with the shed, and where each color is assigned.
- This document is always available.
-
Structure Drawings: Like the Elevations, the Structure Drawing document is a 2D representation of each wall, but this document is concerned with the structural components of the shed.
- This document is always available.
-
Work Order: The Work Order is specific placement of options and color application for use by JDM personnel.
- This document is always available.
-
Price Tag: The Price Tag lists details of the shed, and the all options on the shed that have a price, and their count. It also lists various totals for the Shed.
- The Price Tag will not appear on Inventory WIP.
-
Financing Tag: The Financing tag is a printout of the various rates available for the Inventory Order.
- This document will only appear when an inventory entry had meets the criteria to have financing for the shed. It will display the RTO and Greensky rate on the page if it is available.
-
Promo Codes¶
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Create: Allows the Admin to create a new Promo code.
- This button is always available.
Garagebuilder¶
Quotes¶
-
Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin.
- This button is always available.
-
Update Customer: Allows JDM personnel to change details about the Customer's information.
- This button is always available.
-
Shed Design: Redirects to Shedbuilder with a Readonly verson of the Garage Configuration that was created when the quote was Generated.
-
Documents: The Documents button is actually a drop down that shows additional documents that can be viewed and downloaded. The available documents change based on various criteria.
-
Order Estimate: This is the document that details the Price of each line item, and details about the Shed Configuration.
- This document is always available.
-
Elevations: This document is a compilation of each of the Walls on the garage, and shows where options are placed on each wall.
- This document is always available.
-
Color Selections: This document lists all the colors associated with the garage, and where each color is assigned.
- This document is always available.
-
Structure Drawings: Like the Elevations, the Structure Drawing document is a 2D representation of each wall, but this document is concerned with the structural components of the garage.
- This document is always available.
-
Work Order: The Work Order is for specific placement of options and color application for use by JDM personnel.
- This document is always available.
-
Price Tag: The Price Tag lists details of the shed, and the all options on the shed that have a price, and their count. It also lists various totals for the Garage.
-
Orders¶
-
Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin.
- This button is always available.
-
Update Customer: Allows JDM personnel to change details about the Customer's information.
- This button is always available.
-
Shed Design: Redirects to Shedbuilder with a Readonly verson of the Garage Configuration that was created when the quote was Generated.
-
Documents: The Documents button is actually a drop down that shows additional documents that can be viewed and downloaded. The available documents change based on various criteria.
-
Order Confirmation: This is the document that details the Price of each line item, and details about the Garage Configuration.
- This document is always available.
-
Elevations: This document is a compilation of each of the Walls on the shed, and shows where options are placed on each wall.
- This document is always available.
-
Color Selections: This document lists all the colors associated with the shed, and where each color is assigned.
- This document is always available.
-
Structure Drawings: Like the Elevations, the Structure Drawing document is a 2D representation of each wall, but this document is concerned with the structural components of the shed.
- This document is always available.
-
Work Order: The Work Order is specific placement and color application for use by JDM personnel.
- This document is always available.
-
Price Tag: The Price Tag lists details of the shed, and the all options on the shed that have a price, and their count. It also lists various totals for the Garage.
-
Outdoors¶
Orders¶
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Update Status: This button allows JDM personnel to change the status of an entry in the Order Admin.
-
This button is always available.
-
Order Confirmation: This is the document that details the Price of each product in the order.
- This document is always available.
-
Quotes¶
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Add Quote To Order: IN PROGRESS
- This document is always available.
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Generate PDF: Generates a PDF of all products in the Quote and the total of the order.
- This document is always available.
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Edit: Edit the quote information.
- This button is always available.
Saved Carts¶
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Edit: Edit the information about this cart.
- This button is always available.
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Delete: Delete the entry.
- This button is always available.