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Last Step Options

The SOI “Last Step” is the screen that appears after an order has been completed.  There are two options to choose from for the SOI Last Step.  Each option is very different and has advantages and disadvantages.

 

Setup

The Last Step is set on the Sales Order Interface System Settings under Forward URL.  It is named forward URL as it specifies which URL the SOI will send the user to upon completing an order.  It can be accessed from System Settings > Channels > Sales Order Interface.

 

Follow the steps below to configure the SOI Last Step.

 

Step

Action

1

The Last Step is set on the Sales Order Interface System Settings under Forward URL.  It is named Forward URL because it specifies which URL the SOI will send the user to upon completing an order.  It can be accessed from System Settings > Channels > Sales Order Interface.

forward_url.png

2

Option 1: Invoice

Forward url:  tools/soi/invoice.php

This last step provides the following features:

  • An Invoice form that can be emailed and/or printed.

  • Printed receipt option

  • Quotes can be emailed and/or printed.

 

Disadvantages:

  • The form layout is currently not configurable.  Changes to the form require a product change.

  • Only one form is available.  If more than one email template is desired (internal communications, multiple brands, etc) you can only use one.  Note, brand tags do work on the form.

  • You cannot edit the email prior to sending it.

 

Click to view Sample Invoice Form

 

Click to view Sample Quote Form

 

3

Option 2: Template

Forward url:  modules/sales_order_interface/soi_default_forward.php3

 

This last step provides the following features:

  • Unlimited email templates can be selected and sent. 

  • Templates are configurable in Email and Document Templates.

  • You can preview/edit the emails prior to sending.

  • This enhancement allows you to add a document template drop-down and Print button to the SOI last step in addition to the email template. You would create the document version template in the Email & Document Templates manager and assign it to the Sales Order Interface Location.

 

Disadvantages:

  • No printed receipt style available.

 

Sample Last Step Screen:

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