Create Job Order (Dealer)
This tutorial is for dealers. Dealers can create jobs in the portal that will then be sent to the fabricator of their choice to fabricate and install for the customer. By entering the job in the portal dealers will get points if they are enrolled in the dealer program. If you are not enrolled in the dealer program you can see how HERE.
Once you have submitted a job in the portal as dealer, the fabricator of your choice will be able to locate the job in the portal and process it. You can attach any documents pertinent to the job such as drawings, specifications, customer contact info, etc directly to the order so it will all be readily available for the fabricator.
With that being said this is how you process an order in the portal as a dealer:
First you will need to log into your account on LG’s Partner Portal
1) Click on “Orders” in the top menu
2) Click on “Use New Order Entry!”
3) Click on “Create Retail Order”
4) On the Search Tab select the Material the customer wants. You can choose HI-MACS or Viatera. In the FOR box you can type in the material you would like. In this example the customer wants HI-MACS Sea Oat Quartz. Once you have the info selected click on “FIND.”
This cause the search results to pop up below.
Once you see the material the customer wants you can enter in the square feet of the job and the Unit cost per square foot that you are going to be buying it for. For instance here the countertop is 60 sq. ft. and the dealer is going to be paying $40/foot wholesale.
Once your info is entered you can click on “Add”
5) You will see a green check mark next to the add button once your order has been successfully updated. You will also notice that the subtotal for your wholesale cost is now updated as well under Order Item Summary.
6) Now you can order any other items required for the job. In this example the customer wants a 3118 Arctic White sink. So once again we search “All” products for “3118″
This gives us the search results for 3118 sinks in almond, arctic white, cream and ivory. This customer wants one arctic white sink so we enter “1″ at a cost of “$20″ from the fabricator. Then click on “Add”
7) Again you will see the green check mark once your order has been updated. You will also see your subtotal has been updated now that the sink has been added. If you have more items to add such as another sink you can repeat the process above. If you are done you can now click on “CHECKOUT”
Now you can select any promotions you are taking advantage of. Here we selected “Sink Into Freedom 2011″ Once you have selected any promos you can click on “Save and Continue”
9) Now you can enter in the customer information and job site location. This is useful for the fabricator so they can easily contact and locate the customer if they are scheduling the template and installation. Once you have filled in the information to your satisfaction you can click “Save and Continue.”
10) No you can select who you want to fabricate and install the job. The fabricators available here are determined by whom you have selected under your account connections. If you have not done this yet there is a tutorial HERE.
In this example 2[g] Habitats is the seller or dealer, and they have chosen to have BluFish LLC handle the fabrication and installation. Once you have made your selections you can click “Save and Continue”
11) Now you can add any notes or attachments like drawings, job site maps, specifications or customer information by clicking on “Add Attachments.” If you do not have any digital copies of these saved at this time you can add them later on – there is a tutorial HERE. By uploading drawings and specifications the fabricator will be able to access your information on the portal from anywhere in the world. Once you are done you can click on “Save and Continue.”
12) Now you can review your order. If you see any mistakes correct them by clicking “Edit” next to the section with the error. If everything is good to go, click on “Submit Now.”
13) Now you will be taken to a screen showing your completed order. Your orders will be available to you under the “Orders” tab on the main menu.
14) Once you submit your order you will also be sent an email confirming your order has been recieved. As a dealer there is nothing more you need to do. The fabricator will process everything from here on. I do recommend you call the fabricator and let them know that you have submitted an order on the portal so they can make sure it comes through OK. The system is supposed to send an email to alert them, but they may not have their settings set up in the portal to receive emails or their email address may be incorrect.
ALWAYS CALL THE FABRICATOR AND LET THEM KNOW YOU SUBMITTED AN ORDER.
And that is all there is to it.
