In order to create a quotation or raise a task for a customer you first need to add them to your website as a user. You can have multiple accounts for the same company and each different email address requires a new account. In general user accounts are created automatically when an enquiry is made...
ProMart 2.0 is integrated with Sage pay tokenised payment system. The reason we use this is so we can capture card details upon order placement but hold off charging the user's card until we have confirmed and verified the order and artwork is ok. Below we have laid out the process of making a payment...
When uploading your visual, by default an approval email will be automatically sent to the client who the order is assigned to (it will also send to anyone CCed or BCCed into the quote). They will see an email that is shown below:
To upload a visual for approval, simply click the icon from the Order Progress page and you will see a pop up as shown below, Click choose file and find the appropriate visual to upload from your computer. Ticked by default, the "Send Approval Email?" will send out an automated email that is explained...
