Visuals & enquiries
Turn a customer's idea into an approved design, and an approved design into an order.
- 1What a visual job isHow visual jobs (enquiries) work in Flyte, where they come from, and how one moves from first enquiry to an approved design and an order.
- 2Creating a visual jobStart a manual visual job for a customer, choose who receives the approval emails, and fill in the job details your designer needs.
- 3Adding products to a visualAdd base or custom products to a visual job, give them product codes, and attach the renders, logos, names and detailings the customer will approve.
- 4Sending a visual for approvalSend a visual job's products to the customer for approval, choose which products go, and understand the email and link they receive.
- 5The customer's approval pageWhat your customer sees on a visual approval link, the three decisions they can make on each product, and the rule that stops a job being half-ordered.
- 6Letting your customer's customer approveHow the "Send to my customer for approval" option and the Classic rep review phrase work, and what you do when an end customer asks for changes.
- 7Handling changes and responsesWhat happens when a customer submits decisions on a visual, who is notified, what the receipt email contains, and how to send a revised round.
- 8Orders from a visualThe two ways an approved visual becomes a draft order, what the order carries over, and what to do next.
- 9Price requestsHow a customer's "Request a price" on a price-on-enquiry product reaches you, and how to turn it into a quote.