TABLE OF CONTENTS
Depot / Locations - Manufacturer View
What is it?
Depot / Location functionality is a new feature which will give Manufacturer Accounts the ability to pre-define multiple locations that can identify where a customer is getting their job from. Locations can be indicative of a pickup point, a freight forwarding address, a secondary (or more) factory locations, partner pickup points or more.
How do I enable it?
To enable adding multiple depots/locations, go to Tools > Settings > Locations (or click https://cabinetry.online/settingsPage.php?settings=location). If you don't see this option in your settings menu, please reach out to the Cabinetry.Online support team on support@cabinetry.online
Setting up Depots / Locations
To set up depots / locations, once on the correct page you will need to click the 'Enable Multiple Locations' button.
Once clicked, the Depot / Location section will become active, with a series of fields that can be set. The system will also create a default Depot / Location in the table, based on the contact details currently set on your account.
Identification:
The identification field determines how the naming of this function is set. It will determine how your customers see the label of this field on the customer interface. The placeholder name will be listed as 'Depot'. The identification is a mandatory field, but can be changed to an option as specified by you. Some examples of identifications could be: Location, Depot, Branch, Dispatch Point etc.
Depot Selectable By Customer?
This option will allow you to select if your customers have the permission to see and select from the different location options you have configured on your account.
If 'No' is set, then the depot that is aligned with the customer can only be edited by through editing the customer's record from within your manufacturer account.
If 'Yes' is set, then the customer can specify upon job creation which depot they wish to be getting their job from. The customer will also have the ability to save a default / preferred depot in their account settings.
Default depot
A default depot will be added in the depot table upon this section becoming active. The default depot will include the name 'default', along with the address/contact person/contact phone and email as set under your account details. The Name should be updated to a name which better describes your standard pickup/delivery location name e.g "Factory" "Suburb" etc
Add Depot button
The Add Depot button (name dependent on what you have set under the Identification section) will allow you to add in additional depot options. Once clicked, a blank row will be inserted in the table for you to complete.
Name field: The name to be displayed to customers indicating which depot it is
Address field: The address to be displayed to customers indicating the location of the specified depot.
Contact Person field: The name to be displayed to customers indicating the person who they can contact at the specified depot.
Contact Email field: The email address to be displayed to customers indicating the person who they can contact at the specified depot.
Depot Pickup Fee field: The amount to be applied to the customer's order as a 'Depot Fee', when the specified depot is selected and the customer has also opted for the job to be 'Picked Up'.
Default Depot Delivery Charge field: The amount to be applied to the customer's order as a 'Default Freight Cost', when the specified depot is selected and the customer has also opted for the job to be 'Delivered'. If set as -$1, then it will revert back to the default freight cost as set on customer's account.
Freight/Pickup Options: Allows for the manufacturer to determine the dispatch options from each depot. The choices permitted are: Delivery Only, Pickup Only, Pickup & Delivery.
Delivery Only
If the depot is only permitted to accept 'Delivery Only', then the customer will not be able to select Pickup as an option when creating a job.
Pickup Only
If the depot is only permitted to accept 'Pickup Only', then the customer will not be able to select any delivery options when creating a job.
Pickup & Delivery
If the depot is permitted to accept both pickup and delivery options, then all options will be selectable by the customer upon job creation.
Additional Depot / Location visibility in Manufacturer Portal
We've added two new key areas where you can quickly identify a customer's default/aligned depot, and also which depot has been selected on a job: Customer List, and Job Report.
Customer List
Firstly, on the Customer List page (you can get to the customer list by going Users>Customers>Customer List from your manufacturer dashboard, or by going to: https://cabinetry.online/customerList.php) you will find a new additional column in the customers table called 'Depot' or whatever name you've used to identify this feature.
Job Report
Secondly, on the Job Report screen, you'll be able to identify for each job which depot the customer has selected, and whether it is being picked up from that depot, or if the customer has opted for it to be delivered from that depot. Examples are below:
Depot / Locations - Customer View
With the enablement of this new feature, there are several views which your customer will now see, including: Depot selection on Job Creation**, Depot Fee, Account Settings** and new PDF Fields.
**These sections are only visible to the customer if the 'Depot Selectable by Customer' option is set to YES in your manufacturer account.
Depot Selection on Job Creation
Upon the customer clicking 'Create A New Job', the normal job form will show, with an additional field:
The field will be named according to the Identification as specified in the Manufacturer settings. It will be displayed in the dropdown list to the customer in the format:
Depot Name (Depot Address)
The default option as saved on the customer's account will appear first.
Visibility of dispatch options
If Pickup Only has been set on the chosen depot, then the freight options will be greyed out and accompany the text 'Not available at selected Depot'
If Delivery Only has been set on the chosen depot, then the pickup option will be greyed out and accompany the text 'Not available at selected Depot'
Depot Fee
When the customer selects 'Pickup' from a depot, an optional 'Depot Fee' can be applied to a job. This Depot Fee will be added to the customer's cart totals, and also display in the job report screen for the particular job. Note - this will NOT show if 'Delivery' is selected, this will instead show as 'Freight Cost' as normal. See example below:
Fee set on Depot option in manufacturer settings
Fee applying to the customer order, when the specified Depot is selected & 'Pickup' chosen on job creation
Fee visible in the Job Report screen
Account Settings
A new Depot / Location default setting will be visible to customers under their account settings. This can by accessed by the 'Account Settings' cog from the profile dropdown on the top right of the screen, followed by clicking on the Settings tab or by going to the link https://cabinetry.online/v2/account-settings/default-settings
The option selected here will be the default choice when the customer starts a new job (but can be changed at that point). The customer can update their default depot at any stage, by selecting another option from the dropdown and then clicking 'Update Settings' button.
New PDF Fields
To give greater visibility of the customer selection of a depot / location for a job, a new section has been added to the job Property List PDF.
The Depot section contains the following information:
- Depot Name
- Depot Address
- Contact Person
- Contact Number
- Email address
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