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How can I take orders through my Online Showroom?

Ordering through your Online Showroom is a fast and easy way for your customers to buy more of your products.

For more information on the Online Showroom, please see this article.

For instructions on how to set up your online showroom, please see this article.

For more information about each step in the ordering process, please follow these links:

Enabling order taking

To take orders through your Online Showroom, you’ll first need to enable the option in the Showroom settings.

  1. In inFlow Cloud for Windows, open the Main Menu > Options > Settings > Showroom Settings.
  2. If your Online Showroom isn’t enabled already, turn it On.
  3. Make sure that Prices are set to On under the Default Showroom Settings.
  4. Scroll down to Online Ordering Information, and set Allow ordering from to Users with special showroom access.
  5. You can also set a Checkout message and Post-order message here to be shown to your customers when they place an order.
  6. Click Save & Close.

After saving these settings, anyone who you’ve sent a special showroom invitation to will be able to place orders through your Online Showroom.

Default Showroom Settings price has to be turned on for Online Ordering to be enabled.

How a customer places an order

Your customers will be able to add items to an order from the individual product pages in your showroom. They can choose the quantity of each product they’d like to order.  Once they’ve finished adding items to their order, they can click on the shopping bag icon in the top right to begin the checkout process.

The Order items page will display the items that the customer has ordered, as well as the Checkout message you’ve entered into your Showroom settings.  Your customer will be able to change the quantity or remove any of the items they’ve added to the order.

Clicking Continue from the Order items page will bring them to the Order details page. In the Order details page the customer can enter their contact information, as well as billing and shipping information.  Any special requests the customer has can also be entered here.

If you’ve entered any of this information into the customer’s record in inFlow, this will be pre-filled for them. If the showroom user isn’t attached to a customer in inFlow, a new customer will be created for you using the showroom user’s email, and any information they fill in here will be included.

Once they click Place order, the order will be created, and the customer will see a confirmation screen showing them the order number, and the Post-order message from your Showroom settings.

Completing the order

After an order is placed, both you and your customer will receive a confirmation email notifying you that the order has been created. Both of you can reply to this email to contact the other party if there’s any follow up needed to be done.

Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
March 20, 2019

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