Revised Wholesale Order process

Gary -

 

Thanks for clarifying your requirement for wholesale orders. Once we are on Drupal 6, we will sit down with you to design a revised wholesale order process. As Walt suggested, it will be useful to know what the current wholesale buyers would prefer to use as an order mechanism (complete order online with email confirmation and ability to print order, similar to what happens with most online purchasing; offline processing with result FAXed or mailed in; full online ordering via EDI) so we can determine where to put our effort (we wouldn't attempt EDI if no one used it, for example).

 

My objective would be to have the order fully entered online - and you would simply have to do the fulfillment portion and generate your daily, weekly or monthly sales reports. And yes, if the order data changes, we'd want to implement it so you can add, delete, or change the items and not need to involve one of us each time.

 

However, that doesn't meet your IMMEDIATE need, which is to get the current order form online instead of the obsolete one. Have you tried out the Word doc I sent you to see if it works to your satisfaction? (Try creating a sample order, then email it to me to as a test if you want!)

Ann


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From: Gary Willick [mailto:[email protected]]
Sent: Monday, January 25, 2010 4:06 PM
To: Ann Gruhn; Walt Daniels
Subject: RE: Replacement for wholesale pdf on the Web site

 

My understanding of the situation is (Once we migrate to Drupal 6):

 

We will have a form customers can fill in on line, save, and email to me as an attachment.
We will have a form customers can fill out on line, click a button, and it gets automatically emailed to orders.
The current printable form will still be available to fax or mail.

What is the timetable for migration to Drupal 6? When changes are made to the form, will I be in charge of updating all three pages listed above?

 

Gary

 


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From: Ann Gruhn [mailto:[email protected]]
Sent: Friday, January 22, 2010 5:47 PM
To: 'Walt Daniels'
Cc: Josh Howard; [email protected]; Gary Willick
Subject: FW: Replacement for wholesale pdf on the Web site

 

Low priority for now: redesigning the wholesale function. We can look at that once we migrate to Drupal 6.

 

High priority: making Gary's new form available. It will replace the . I will simply unlink to the obsolete file since I don't know how to delete it. I will put the new file out there using the Paper Forms content type and link to it -- as soon as I hear back from Gary that it is ok.

Ann


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From: Walt Daniels [mailto:[email protected]]
Sent: Thursday, January 21, 2010 11:28 PM
To: Ann Gruhn
Cc: Gary Willick; Josh Howard; Daniel Chazin
Subject: Re: Replacement for wholesale pdf on the Web site

 

There is a block on the Go Shopping panel called Wholesalers which currently links to the old pdf. It should instead go to a page with some text about our wholesale program and links to the actual documents and/or phone numbers to do it. The old site had both a pdf and an online order form, see http://www.nynjtc.org/pubs/wholesale.html which is probably not linked from anywhere. It has a link to http://www.nynjtc.org/pubs/wholeform.html which allows them to fill out the form online and email to Gary. I don't know what percent of the wholesalers used which of the mechanism we supplied. The first of these should be adapted to be the main page mentioned above. The second can be easily reimplemented on the new site. Ultimately the wholesale operation should be in the normal store code with them able to pay by credit card or even the much more sophisticated electronic ordering systems, EDI, of big companies. I know ATC had to do this to deal with some of their wholesale customers and may be in fact why we can't deal with some like Ingram.

On Thu, Jan 21, 2010 at 5:14 PM, Ann Gruhn wrote:

Gary,

I spent some time this afternoon turning that Word document into a protected
file so people could easily fill it in, save it and email it to you. I also
got rid of the print margin exceeded message that appeared whenever I
attempted to print the file and I included some help info in the footer
about how to go into overtype mode when filling in the form. Please try it
out and see if it works as well for you as it does for me.

If you need to unprotect it to edit it, the password is orders

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Walt,

The old pdf is out there on the Web in the files directory at
http://www.nynjtc.org/forms/CommercialPublicationOrderForm.pdf but I don't
know how to get at it to delete it and replace it with this .doc file. (I
also don't have software on my laptop to go from Word to a pdf.) Should we
be adding this using the Paper Forms content type now? That would be
better, because then Gary could access and update it himself as needed.


Once I hear back from both of you, I will complete the editing of the
shopping page to include this new file.
Ann

 


--
Walt Daniels

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