Sales portal

The sales portal application was created with client interaction in mind. Browsing the product catalog and place an order while working with the customer. It operates via a web browser on an Android or iPad tablet. For example: runs on Safari web browser on iPad.

Running on iPad (or iPhone)

To run the sales portal on iPad

1. Launch the Safari (or Chrome) web browser
2. Use an existing tab or create a new tab
3. Navigate to app.zeablue.com
4. Login using your Qblue username and password
5. If the sales portal page does not automatically open after login, use the steps to open it:
   • From the CRM menu
   • Tap "Sales portal"
6. We recommend running the application on landscape mode

Running on an Android tablet or smart phone

1. Launch the Chrome (or Firefox) web browser
2. Use an existing tab or create a new tab
3. Navigate to app.zeablue.com
4. Login using your Qblue username and password
5. If the sales portal page does not automatically open after login, use the steps to open it:
   • From the CRM menu
   • Tap "Sales portal"
6. We recommend running the application on landscape mode

Browsing the sales portal page

Placing a quick sales order

1. Start browsing the products on the main page or navigate with a selection of a product category on the left
2. Click "Add to order" to add the selected product into the shopping cart
3. Continue browsing and adding items to the cart
   • At the top of the page are the number of items in the shopping cart and the current order total value
   • Click on a product image to view the product's detailed page which include:
     • In stock status
     • Price
     • Product's detailed Html description
4. When finished adding items to the shopping cart, click one of the following buttons to move to the next step : order confirmation
   • Click on order value at the stop
   • Or, click Actions, then "Go to shopping cart"
5. If a customer name has not been selected, the system prompts for one
6. Review order page: here are the fields available:
   • (Optional) Reference or purchase order no.: enter the customer's reference
   • (Optional) Shipping instructions (visible to the customer)
   • (Optional) Office notes (internal use only)
   • (Optional) Shipping method (you can set a default shipping charge from the shipping methods settings page)
7. Checkout
   • The customer's default shipping address is populated
   • To add a new shipping address:
     • Click on the address dropdown
     • Click "New shipping address"
   • When ready, click "PLACE ORDER" at the bottom of the page. By doing this, the system will:
     • Save the current order details to a new sales order which can be found from the "Sales orders" page
     • Reset the shopping cart and start for a new order