In addition to client interface permissions, a Client Manager can process orders.
Processing incoming requests
- From your homepage, you can process new orders by adding to a project and accepting (or rejecting).
- From the 'Costs' tab of a job, you can send a purchase order to the supplier.
- You can can confirm arrival of your order by heading to Client Interface > Confirm Receipt of Goods.
Please see our dedicated support articles on these features for more detailed information and instructions.
When you are confident that the job has been received, you should tick Completed at the foot of the Main Details tab in the job bag and click Update from the main details tab of the job.
The My Task section of your homepage
The lower part of your home page shows My Tasks, where you can see a list of tasks assigned to you for the jobs that are still open. Unless otherwise agreed with your organisation, the tasks that would normally be assigned to you would simply reflect the workflow described in this guide and would not need to be marked as completed on the system.
Please refer to this list to check or monitor your jobs, if you so wish. If you complete the jobs after confirming receipt of goods, following the workflow, your tasks will automatically be marked as completed and your list will always be up to date.
The Client Manager view of the Job Bag
The job bag manages and keeps track of everything. It records the original request from the client, displays the scheduled tasks related to the job, allows you to send the Purchase Order to the supplier and to view and download any document uploaded by the client or generated via a branded artwork template.
Main Details
This tab is where the main information regarding the project can be found. You have the ability to view who placed the order, and the option to allow them to view the job in the job list screen.
Schedule
This tab is used to plan and manage of all your work. The progress and status of each job is tracked and easy to view. Task lists are updated as work progresses and are listed in order of priority.
Costs
This is where all of the costs and estimates associated with a particular job are recorded and displayed with a brief description, supplier information and current status.
Documents
This tab provides a complete archive of all documents and files provided by clients and suppliers with the order enquiry and approvals, as well as documents generated by the software. You can upload proofs, artwork, images or correspondence to the job archive using the Browse function on this tab.
- Send documents by clicking Create Email or Document actions for each file.
- Share files with clients through the client interface by clicking the grey padlock button in the Visible to client column, which will change the icon to a blue, open padlock.
- Files with status Included will be visible to the Client.
- Clients can upload additional documents using the Upload file link on the 'In Progress' tab on the Client Interface.
Notes
This tab stores all of the notes and conversations associated with a particular job. To add a note or conversation to a job, click on the +Note icon in the top menu bar.
Feedback (Subject to your subscription to Panacea Software)
You have an easy and effective way of gathering your clients’ views about your service. A form can be automatically emailed to each client when a job is completed, or you can send them at a time that suits you. This tab allows a read-only view of the client feedback on this job. Data collected through this form is used to generate the performance reports.