Slide notes: When we
work with the Customer Order, we have the so-called Standing Portfolio
listed at the bottom. This includes Recently Ordered Items by the Customer,
plus Specials and Telemarketing Portfolio Items.
Slide 2
Slide
notes:
Slide 3
Slide
notes:
Slide 4
Slide
notes:
Slide 5
Slide
notes: And here we can see 2 Specials listed at the top now. The presence
of the Standing Portfolio is useful in that it is so easy to include any of
these items on the Order, but where do they come from?
Slide 6
Slide
notes: The Customer Order Items that have recently been ordered by this
Customer come from the Customer Order History, but the other 2 types come
from the Retail portfolio set up. Let's have a look.
Slide 7
Slide
notes:
Slide 8
Slide
notes:
Slide 9
Slide
notes:
Slide 10
Slide
notes: The Promotion list is for Specials.
Slide 11
Slide
notes: And we can can see the 2 Items listed as 'specials' on the Customer
Order screen, being listed here.
Slide 12
Slide
notes:
Slide 13
Slide
notes: Next is the Telemarketing Portfolio.
Slide 14
Slide notes: Any of
these Items can be found in the Retail Catalog, but by listing them here, they
are primary Items to
be offered during Contact Marketing, and are listed at the bottom
of all Order screens,
to be specially marketed.
Slide 15
Slide
notes: And here, at the Customer Order screen, we can now recognize the
same Items.
