Sales portal
The sales portal application is designed for client interaction, allowing you to browse the product catalog and place orders while working with the customer. It runs on a web browser on Android or iPad tablets - for example, on the Safari web browser on an iPad.
Run on iPad/iPhone or Android tablet/smartphone
To run the sales portal on your iPad, iPhone, Android tablet, or Android smartphone:
- Launch a web browser.
- iPad, iPhone: Safari or Chrome
- Android: Firefox or Chrome
- Navigate to app.zeablue.com and log in using your Qblue username and password.
- If the sales portal page does not automatically open after logging in, you can access it by tapping CRM > Sales portal.
Note: we recommend running the application in landscape mode.
Browse the sales portal page
Place a quick sales order
Browse products
Start browsing products on the main page or navigate by product category on the left.
To add a product to the shopping cart, select the product and tap Add to order. At the top of the page, you'll see the number of items in the cart and the current order total.
To view more details (e.g. in stock status, price, and html description) about a product, tap on its image.
Proceed to order confirmation
When you've finished adding items to the cart, either:
- Tap the order value at the top-right, or
- Tap Actions, then Go to shopping cart.
If a customer name has not been selected, you'll be prompted to select one.
Review order
Here you'll have the option of configuring any of the following fields:
- Reference or purchase order number (customer reference)
- Shipping instructions (visible to the customer)
- Office notes (internal use only)
- Shipping method (you can set a default shipping charge from the shipping methods settings page)
Checkout
The customer's default shipping address will already be entered. To add a new shipping address, tap the address dropdown, then tap New shipping address.
When ready, tap Place order at the bottom of the page. This will save the order as a new sales order (find it on the Sales orders page) and reset the shopping cart for a new order
