Rocket News and Updates

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  Markup/Discount Library	Paper Library	Range Pricing in Library options
  Markup/Discount Products	Open Portals	New Design look for Account Manager
  Extended Portal Pricing	Text Field Library	Updates to Shopping Cart
  Dynamic Quoting	Markup/ Discount Pricing Tables	Limit Controls for Square Foot/Meter Quoting
  Template Gallery	Expanded Search	Approver Controls
  Portal Manager	New Sign-up Alert	Parent Category Headers
  Content Only Pages	Expanded Communication controls in Portals	Expanded Order Reporting
  Custom Checkout Fields	Custom Delivery Fields	Wide Format Quoting
  	Select type of Credit Card you accept on store

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  Type of Credit Card

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  Now you can select the type of Credit Card that you will accept on your storefront. Select from Visa, Mastercard, Discover and American Express. This option can be set in the Site Admin of your Account Manager in the credit card area.
  
  

This is a new library type that can be used to add Markups or Discounts based on the selection made. Use example: Production Speed options that add a markup for faster delivery.

Apply a Markup/Discount to the final product cost. This can be done as a straight percentage or based on the quantity ordered.

If the product cost has been adjusted for a specific Portal, this will be displayed on the Order Detail page reflecting the Base Cost, MU/Discount percentage and Adjustment amount.

Offer quotes between any minimum/maximum quantity range.

Customizable templates that your customers can design and order.

Designated portal users can be given “Portal Manager” status allowing visibility to all Active Orders, Order History, Reporting and more for their Portal.

Create new pages on your store that can be used for any purpose.

This new library offers a better way to manage all the paper for Format II products. Allows for more accurate paper calculations on multi-page products. Paper costs are managed from a single location that adjusts pricing in all products globally. Eliminates the need to create individual paper libraries for each product.

This new Portal structure has all the features and benefits of the Private Customer Portals except NO portal code login is required. This means each Open Portal is a stand-alone storefront that can be accessed directly or embedded into any other website. Each Open Portal can reflect the products and pricing from your main Rocketquotes storefront or offer an entirely different product line and pricing structure.

This is a new type of Library only available in Format II at this time. This Library is for information gathering only. It has no calculation capabilities. Use this type of Library when you want to ask a short question and receive information only. This Library is for information gathering only. It has no calculation capabilities. Use this type of Library when you want to ask a short question and receive information only.

Markup or Discount a products base cost by entering a percentage at the pricing grid.

You can search by Order# or Customer Name on the Order Index page or Processed Orders page.

Under the Email Structure tab, you can set up an email notice for New Customer sign up. Same control available for each Customer Portal.

You now have all the same email and correspondence controls in each Portal as you do in the Main Store.

The new design for the Administration area reflects a cleaner more user friendly layout. The navigation button names remain the same with the exception of the following: General Products tab is now Format I and Shopping Cart Products tab is now Format I

All items added to the Shopping Cart, remain there indefinitely until the User either places their order or deletes them.  Also, the User can check out with selected items that reside in their shopping cart. Items not selected for check out will remain in the cart.

The Limit Controls will let you define quoting parameters on Wide Format products. Use the message field to convey your size limits to your customers. Limit Controls are optional.

Now you can set any product to require an Order Approval. The order status will remain at Pending Approval until the order is approved by the designated Approver. The Approver will be notified by email that an order awaits their review.   Check the approval box and enter the Approver’s email address.  Multiple Approvers may be entered by separating the email addresses with a comma. Only one approval is needed to get the order moving.  When an Approver is notified of an order request, the order details can be accessed through a link at the top of their user account. When an order is approved or rejected, the person that originated the order will receive an email notice with the status of their order.

You can group and display your products together by using Parent Category Headers. The headers appear in the product navigation bar. To create a Parent Category, click on Manage Parent Categories on the main Category page. Once you have created a Parent Category, you can assign regular product categories to appear under it.

Order Reporting has been expanded to include the majority of the order details and customer information as part of the Export function.  To access this report, click Order Reporting button in the heading of your Admin area. Then click the Submit button under Registered User Report with “View All” as the setting. To export the expanded report, click the “Export to Excel” button. You can include Custom Checkout Field information in this report by assigning the field to the report on the Custom Checkout Field page.

Order Reporting has been expanded to include the majority of the order details and customer information as part of the Export function.  To access this report, click Order Reporting button in the heading of your Admin area. Then click the Submit button under Registered User Report with “View All” as the setting. To export the expanded report, click the “Export to Excel” button. You can include Custom Checkout Field information in this report by assigning the field to the report on the Custom Checkout Field page.

You can create up to 10 Custom Checkout fields that appear on the Order Checkout page. Capture the information that you need on the orders. To create custom checkout fields, use the button at the top of the Site Admin page called Custom Checkout Fields. (Fig. 1) There are 3 field types that can be created to fit the data capture needed. Keep in mind that when you create custom checkout fields, they over-ride the default questions that normally appear at the top of the checkout page under Project Details. (Fig. 2) Each Customer Portal can be configured with 10 Custom Checkout fields as well, to capture specific order details for each Portal. To learn more, contact us for support and training.

Create your own delivery/pickup options that your customers can select.  These can be set up on the Site Admin page along with how Sales Tax should behave for that selection. “Show Ship-to Fields” will hide or display the Ship-to fields on the Checkout page.  You can create Custom Delivery fields for each Customer Portal under the Portal Control tab.

Now you can offer online quotes for a wide variety of Wide Format products. Your customers can enter the length and width they want then choose from any media type. The quoting structure can be based on cost per square feet/meters or cost per linear foot/meter. Wide Format products can be created under the Shopping Cart format by a selection under the Quote Options drop down list. To learn more, contact us for additional support and training.