| Introduction to Products & Orders | ||
Shindig features a sophisticated product catalogue and ordering capability. The product catalogue can be published to your Shindig website or used by you and your staff. When a visito to your website orders a product that order will appear as a "new" order in your order list. This same order list can be used for items you sell directly in-person or over the phone. With extensive filtering capabilities you can manipulate your list of orders to see what's new, what has to be shipped, which payments need to be processed and who is late with payments. Getting Started Before you build a list of all your products you need to define categories for these products. Categories will help you group sets of products with common characteristics. For example, you might have a category called "books", or if you only sell books you might create categories based on the genre - eg "crime thrillers." Organising your products into meaningful categories will make it easier for you to locate products and easier for your customers to view products on your website. Read about "creating a product category", or watch the demonstration video Products and Services You can use your product catalogue to store information about products you sell and services you provide. Products are defined as items that you sell to customers for a price and usually requiring sending out. Your customers can, if you choose, order products via your Shindig website. Services appear as appointment items in the calendar of you or your staff. You can store information about services in your product catalogue, but they must appear in the default category called "services". Read about "adding a product", or watch the demonstration video Read about "adding a service", or watch the demonstration video Creating and Managing Orders Shindig makes it easy to keep on top of your orders. A health-check report on the order list quickly shows how many orders have payments overdue, what your overdue payments amount to, the total of your aged debt (more than 30 days) and how many product dispatches are late. Using the list filter you can see which orders are late, due for payment or due for dispatch. For each order you define who in your contact base is to receive the order. Its easy to add a contact for the order, with that contact saved in your main database. The Shindig 360 window shows a view of all orders for any previous contact. Read about "starting a product order", or watch the demonstration video Orders can include multiple products, with the ability to vary the list price with discounts. You can also determine whether tax applies for the customer - for example, it might be exempt for orders you send overseas. Shindig's order module also includes a multi-part payment capability, allowing you to schedule a variety of stage payments for each individual order. Sell products with the online Shopping Cart Shindig's Shopping cart and online Order form both integrate to the products module. The Online order form is designed to be a simple out of the box solution but to take full advantage of the Shopping Cart some set up of catalogs, products and the shop is required. We have created a step by step instruction to help you with the set up Read about "managing order payments", "tracking order progress" and "cancelling a product order". |
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