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Features

Customer Portals

Private B2B Customer Portals: Create an unlimited number of privately branded portals for your customers to access and order their corporate materials. If you want to give your customers the best looking, most user-friendly and flexible portal possible, this is it.

Portal Managers: Customer Portals can have Portal Managers assigned to them. Portal Managers have visibility to see all active users and order activity within their portal. They can see all current and past order details and export Order History reports into Excel. Inventory reports are also available if inventory is being managed.

Franchise Groups: Create a branded login page for a single portal or a group of portals. If multiple portals are in the group, the users can select which portal they need to access. No portal code is required when using Franchise Groups.

Open Portals: This special type of portal is really an additional retail Web2print storefront. It does not require a portal code to access it. Use it for another Web2print retail purpose or create a store for a re-sell Broker you work with. You get one open portal standard with RocketQuotes.

Independent Controls: Each customer portal can be structured completely independent from your main Web2print store or other portals. For each portal you have control over payment options, shipping options, email notices, checkout questions, design look and feel and much more.

Other Features

Inventory Management: Track and manage inventory for any product. Inventory can be visible or hidden to your customers. Low-level alerts can send an email notice to anyone.

Kitting: Create a “Kit” product that is comprised of other inventory components. As Kits are ordered, the inventory of each component is adjusted based on how many were in the Kit.

User Groups: Control the categories accessible to each user based on their User Group membership. User Groups can be set up for your Main B2C Store or B2B Customer Portals. When a user logs in, they see the categories that correspond to the User Group they are assigned to.

Tier Level Order Approval Process: There are two approver levels if needed. The Main Approver plus a Pre- Approver level. Each approver level now has the ability to edit the order specifications. When both approvers are used, the Pre-Approver will get the order notice first. When they respond, the Main Approver will be notified to take action for the final step.

Form Builder: Form Builder lets you create unlimited custom forms for any purpose such as custom quote submission or general correspondence. Forms can be associated with specific product categories or even Customer Portals. If activated, users can upload files with any form.

Promotion Codes: Create promotional offers as a percent discount or flat discount for any category of products. Promo codes can be set up for your main B2C store or for B2B customer portals.

Customizable Payment Options: Customize the Payment options on the Check-out page in the Main store or in your Portals. The customizable payment options give you the control to offer the choices you need. Integration with credit card processors available

UPS and FedEx Shipping: Integrated shipping through either UPS or FedEx. Customer Portals can be set up using different shipping accounts.

Static File Upload: Upload a file that will stay linked with a product and be available to download each time the product is ordered. The download link can be found on the Order Detail page in order processing. The file is not available to, or seen by the store user. It is for internal use only.

Custom Calculator Page: You are able to customize the layout of the calculator page and make the content unique for each product. The calculator page is divided into 5 content zones for unlimited design options.

Expanded Customer Profile Settings: User controls give you options to tailor settings as needed; Tax Exempt, Global Discount, Open Checkout, Account Credit just to name a few.

Button Images for Category List: You have the option to use a button image to represent a Category in your left navigation area. These button images can be uploaded to replace the default category names.

QuickQuotes

Internal Quotes: Use your products in RocketQuotes to generate internal quotes for customers. These quotes can be emailed or saved to the user’s account. If saved to an account the quote can be converted to an order from your customer. You can also convert the quote into an order with just a few clicks within QuickQuotes. Free up your Estimator and let your salespeople or CSRs handle the everyday quotes on common items.

Customized Quote Form: Brand the quote form for your company look. Add a header and footer as well as terms and conditions.

RocketQuotes

Generate quotes for online Web2print sales or for internal estimating. A robust quoting engine for all types of products:
Offset Printing – Digital Printing – Wide Format – Screen Printing – Promotional Products – Anything you want to sell online. Our various library options give you many ways to offer add-on choices for your users.

RocketWorkFlow

JobNotes: Give your staff the ability to communicate with anyone in the system about jobs. Send JobNotes straight to an email or to a staff user within WorkFlow. All JobNotes are saved with the order for future reference.

Create Departments and Sub-departments: You create the departments and sub-departments to match the production workflow in your shop. Then all of your staff can see and move orders around as needed. Sort, view and prioritize orders in various ways.

Add New Orders: Add new orders into the system with just a few clicks. Products can pull from RocketQuotes or enter customized products. New users can be added on the fly.

Complete Integration: Push orders directly into RocketWorkflow from your order admin area when orders come in.

Remote Access: You’re not tied to your office computer. Access RocketWorkflow from anywhere online to stay current on production activity. Send a JobNote to anyone if you have comments to make.

Work Ticket

The Work Ticket feature is standard in RocketQuotes web2print software. It will allow you to build-out and customize your production work tickets using drop down lists, checkbox lists, fill in the blank fields and more. Your work tickets will be complete and easy to understand by everyone involved with production.

How does Work Ticket work?
Build your production work tickets to include the fields and questions you need answered in order to flow smoothly through your shop. These questions should complement the order information that will already be on your work ticket from the products ordered. On orders with multiple items, you can combine products on one work ticket or create separate work tickets for each product. In-process work tickets can be viewed in RocketQuotes or printed to accompany your job jacket. All work tickets are saved with order history giving you quick access to review past details for re-order purposes.

Benefits and Features:

– You can create multiple Work Ticket versions to choose from. Meaning, you can create Work Tickets to fit your particular type of products. Create a ticket for digital products, offset products, maybe outsourced orders, whatever you need.

– Each ticket will contain the question fields that you want on it.

– An order with multiple products can be split up into separate tickets or grouped together as needed. You decide based on the best production plan and delivery needs.

– Active work tickets can easily be edited to reflect production changes.

– Question fields can be set as required, so no more tickets floating around with missing info.

– We start you out with one default ticket and you can expand from there.