This article will have instructions on how to configure the SalesPoint Admin Portal.
Once you have the SalesPoint Admin email, log into their SalesPoint Admin Portal and configure following these steps.
Starlight Integration
Nothing to do on this section
Dumpsters
Click on the 'Sync with Core' button in the upper right hand corner. This will bring over ALL the dumpsters and materials that are in Core. Inactivate the dumpsters that the subscriber does not want to offer on SalesPoint.
Materials
The materials should have synced over when the dumpsters synced. Again, as with the dumpsters ALL material types in Core will be brought over. Inactivate the materials that the subscriber does not want to offer on SalesPoint.
Service Areas
Click on the 'Sync with Core' button in the upper right hand corner. This will bring over ALL the Service Areas that are in Core. Inactivate the service areas that the subscriber does not want to offer on SalesPoint.
Pricing
Click on the 'Sync with Core' button in the upper right hand corner. This will bring over ALL the the pricing in Core.
Go into the 'Global Rates' and then click on 'All Customers'. Each Global Rate will need to be toggled up one penny and then saved for all materials and dumpsters. Once saved go back in and toggle the price back to original price and save.
Go into the 'Service Areas Rates' and then click on the active service areas. Each Service Area will need to be toggled up one penny and then saved for all materials and dumpsters. Once saved go back in and toggle the price back to original price and save.
Service Days
Click on 'Edit Service Days' in the lower right hand corner. This will allow to select the correct service days
Color Style
Ask the subscriber if they have a color preference from the options. Orange is the default.
Company Info
This section is populated when the Postman is created. Nothing to do in this section.
Landing Page
Ask the subscriber for their Do's and Don'ts or you can have them fill this out.
T's and C's
Copy the T's & C's from Starlight. Click on 'Edit Message' and paste the T's & C's and Save
Order Requests
This is where the subscriber can come and see the order requests.
Administrators
This is the Administrators for SalesPoint.
Move onto SalesPoint Cloud - Customer URL Test article