New Release: Order Entry/Quoting/Proposals
Rev.io released the beta version of the Order Entry, Quoting and Proposals module. This version is available in each of our clients' sites. You may need to adjust the permissions of each role to enable it for your users. This version will allow a user to create a customer shell, add a request to an existing account and adjust the settings.
Not Available To Date
Custom Fields - Coming Soon.
To request access to the site, please your system administrator. You may need permissions adjusted. Key permissions can be found in the following areas.
- Go To Settings Tab > Permissions
- Menu Items > Customers Tab > Create New (Requests Beta)
- Menu Items > Workflow Tab > Requests
- Menu Items > Settings Tab > Request Status
- Menu Items > Settings Tab > Request Template
Check these for the role you wish to edit and save. Log out and back in to gain access to these areas.
Full documentation will be available later this year. In the
Create New - Can be found under Customers > Create New (Requests Beta)
Requests - Can be created as part of the new customer creation process or can be created by clicking the Requests button on the customer account.
Requests List - The full list of open requests can be found under Workflow > Requests.
Settings - Request Status and Request Template are both found under the Settings tab.
Importing - A copy of the template file is attached to this page. The import button is under Workflow > Requests.
Feedback and feature requests must be submitted through the Trello board listed below.
Features and Benefits
In this release, Rev.io introduces a better way to create customer accounts and orders. This new feature is called a Request. This release also includes quoting or proposal functionality not previously available in the platform. For a full list of features and benefits, see the table below.
|Account Creation||The Create New option will create an account in two quick steps. Users will enter customer profile details and an address for the customer. Once entered, the user |
|Save Data Entry||As a user is building a request, data can be saved for access at a later time. Users can continue with or edit the data.|
|Consolidated Creation of Parent/Child||Previously, users would need to create separate accounts and connect the relationships. With this release, users can create all accounts in one request and Rev.io can create the parent/child accounts upon approval.|
|Multi-location Account Creation||Multi-location accounts can be created in one request form.|
|Quantity/Price Editing||Quantity and price editing can be performed on one screen for all products on a service.|
|Quoting/Proposal||Create simple quotes from the product catalog or |
|Change Orders||Requests can be added |
|Simplified Product Catalog||Product catalog with smart search |
|Custom Field Support||Customize and arrange |
|Bulk Actions||Within the request, users will be able to add products to |
|Import Bulk Accounts/Services||Using a multi-tab spreadsheet template, users can forgo the manual request setup and import |
|Agent Access||Agents will be able to access the |
|Process Support||Requests can have associated processes and custom statuses.|
Users and/or agent profiles can have unique product catalog sets. Complete copies of the product catalog can be marked up or a subset of the products can be made available to certain users or agents.
Attached are some example files for test driving this Beta Release. Click to download.
Import Order Template
Sample Word Template for Quotes
A full demo of the Beta Release can be found
To view the