Modify Orders with tsPortal

Rather watch a video than read a document ?

Two movie tutorials accompany this article.

Scope

Whereas some aspects of an online order, such as customer information, can be modified elsewhere, tsPortal allows for modification of the order components. Furthermore, tsPortal allows the user to add packages (referred to as customer service packages) to an order.

In summary, tsPortal allows the user to:

• change the image ordered for a product

• add or change an item option for a product

• change the background

• delete products

• delete packages in the order

• add ‘customer service’ packages to an order

Limitations

It is important to understand that tsPortal works exclusively with downloaded orders and can only modify them - it cannot create new orders.

Limitations include:

• cannot create new orders

• orders must be downloaded

• can modify or delete a product, but cannot replace it

• cannot modify composites or groups

Modify or delete products

To modify or delete a product from an order in tsPortal

1. Navigate to Orders Mode

2. Find the order to modify

3. Select the Products tab

4. Click the Edit Product icon to the right of the product to edit

5. Change the Image, Option and Background as desired

6. Click the Change button to submit the changes

Note

It is not possible to add products to an already ordered package.

To add products, they must be part of a Customer Service Package as described in the section below

Add packages to an order

Packages can be added to an order as so called ‘Customer Service Packages’ which are created in a generic, global offer. The offer needs to be created in the Timestone Administrator (tsAdmin) before attempting to add packages to an order with tsPortal.

Create the generic offer

An offer needs to be created that is ‘global’ - meaning that it is created in *.*.* with respect to Season, Workspace and Account. Furthermore, the offer must have the offer code $CSP$.

With the offer created, one or more packages are added. The packages should NOT have any products assigned to them - products will be added ‘on the fly’ in tsPortal. For this reason, it is only necessary to have a single Customer Service Package; however, users may prefer to add multiple, with different codes and descriptions, if desired.

The Customer Service Offer

The offer should be global for all Seasons, Workspaces and Accounts.

The offer MUST have the code $CSP$.

Packages added to the offer should NOT have any products.

Add a customer service package

Having made the offer as described above, to add a package to an order:

1. Navigate to Orders Mode

2. Find the order to modify

3. Select either the Products or Packages tab

4. Click the Add Package icon to the left of the product or package

5. The Add Customer Service Window opens

6. Select a package from the list

7. Add a Product, Image, Option and Background as desired

8. Click the Add + button

9. Repeat steps 7-8 if additional products are required

10. Click Submit to add the package with its products to the order

Logging the modifications

Modifications to an order are logged as a Task. The task contains information as to the nature of the modification, when it was made, and by whom.

The user can add additional information to the Task, such as the name of the caller if applicable, and the reason for the modification. The task can also be assigned to a staff member and department if desired.

The Task counter in Orders Mode will increment by one and the task can be viewed by simply clicking the Task counter