Customer Portal

High Level Functions

Notify external clients of urgent items that require their attention - and allow the user to process these
1. Art Visuals that require approval
2. Job Orders placed without any delivery instructions
3. 3rd Party placed Purchase orders that are outstanding
4. Job Orders placed without any received artwork
Allow external clients to enquire on the status / progress of their:-
1. Job Orders
2. Deliveries
3. Account status / Invoices
4. Inventory
5. Purchase Orders
Provide external clients with the ability to see and approve colour visuals created for them in respect of artwork
Provide clients with the ability to place re-seller orders (delivery requirements) against inventory holdings
Allow clients to see their current price card
Allow clients to reset their portal password.
Allow TOT to push important banner / stop press / headline information to external clients

Inputs

From	Details
TOT Internal System	Job Order Information Delivery Information Inventory Information Art Information Purchase Order Information Invoice / Finance Information Customer authorisation Banner / Headline Information
External Users	Enquiries Re-seller Orders Delivery Instructions Art Approvals

Outputs

To	Details
TOT Internal System	Re-seller Orders Delivery Instructions Art Approvals
External Users	Job Order Progress and Reports Delivery Status & Tracking Data Inventory Data - holdings; available, expected qtys and item pictures Re seller Orders. Financial Summary Data Invoice Reports Art Imagery: both approved and awaiting approval Purchase Order Information Price Data

Current Functions / Feature Sets

The Customer Portal (Cport) is organised into the following main pages and feature sets

Page	Data Exposed	Functionality
Home	Open Job Orders with no delivery instructions	Client can process record as follows Acknowledge no delivery required Provide delivery details for some/all of job order Combine some/all goods on multiple jobs and place delivery requirement
	Open Job orders with colour visuals awaiting approval	Client can process record as follows Approve Colour Visual Reject Colour Visual generate email for 3rd party approval
	Open Job orders where client artwork assets not received	Data exposure Only - client to action
	3rd Party client placed purchase orders not fully delivered	Data exposure Only - client to action
	Display Stop Press / banner information
Job Progress	Job Order Data [Status, Date Req, Order Id, Client contact; Client Ref] Process Line Data [Status, Process Line, Position, Process Date, Qty, Unit Price, Image] Art Cost Data [Description, Qty, Unit Price, Total Price] Blank Garment Data [Description, Qty, Unit Price, Total Price] Printed Garment Data [Description, Expect Qty, Produced Qty]] Deliveries Out Data - identical data to the Deliveries Out Page
Deliveries Out	General Delivery Data Delivery Status [Picked, Ready, Sent]; Delivery Date; Sent Date; Delivery Id; Venue; Description, Contact; Client ref; Tracking Information Delivery Detail Drill Down Delivery Lines Data [Description, Qty] Delivery Note PDF [Delivery Note for order] Packing Note PDF [Breakdown of delivery contents by container number] Cost [Cost Type; Description, Price] Signature [Image of courier signature; Qty boxes; Courier Name; Timestamp; Name of Courier Worker]
Your Decorated Stock	View Client Inventory data [SKU ref; client sku ref; description; warehouse balance; expected qty; accounted for qty; available to order qty; picture of item]
Your Decorated Stock	Ability to place re-seller order	Ability to create one or more baskets Ability to add SKU's by available Qty to basket Ability to define delivery address and notes Ability to place re-seller order for items in basket Ability to retain / save basket Ability to edit existing basket Ability to delete existing basket
	3rd Party functionality [If enabled]	Ability to allocate by SKU re-seller ordering to a third party Ability to un-allocate by SKU re-seller ordering from a third party
Our Blank Stock	View TOT Inventory data [SKU ref; client sku ref; description; warehouse balance; expected qty; accounted for qty; available to order qty]
Prices	Displays the current rate card that has been associated to the client
Invoices	View Financial Summary Data [Current Balance; >90 Days balance; >60 days; >30 days)	Download Statement as PDF/CSV
	View Invoice Records [Paid Status; Invoice identifier; Date; Client PO ref; Job Name; Total Amount, Paid Amount, Outstanding Amount]	Download Invoice as PDF
Awaiting Art	Displays job orders placed which have decorating processes requiring Artwork where artwork is outstanding [Art to be done date; Description; Design Id; Art received status]	Data exposure Only - client to action
Approvals	Displays Colour Visuals created for Artwork Requirements [Visual status; design id; job number; category; description; designer; customer contact] Detail drill-down [Main Image; Placement Image; Art Charges {description, qty, unit price; total}]
Approvals	Allows updating of visuals awaiting approval	Ability to approve visuals and cost Ability to un-approve visuals and cost provide reason for non-approval Ability to delegate visual approval generates an approval link Ability to add SKU's by available Qty to basket Ability to define delivery address and
Purchase Orders	Displays Customer Purchase Orders [Status, date ordered, TOT ref, client ref, category, type, supplier] Detail drill-down PO Content Status, sku, description, qtys ordered, rec'd, cancelled, outstanding] Deliveries Made [date rec, signed by, date checked, check category, check by, #outers, handling cost, uploaded checking images]
Option	displays user login	Ability to change password
Option	3rd Party user management [If enabled]	Ability to create a client 3rd party user Ability to revoke access for client 3rd party user