The Insight Customer Portal allows dealers to submit new sales orders directly to the manufacturer. Dealers can fill in the required order details, which are then received and processed by the manufacturer, initiating their fulfillment.
To create an Order:
- Navigate to the Orders form.
- From the form header, select the Add icon.
- Fill in the required fields.
- When finished, select the
icon to save the order.
The order has now been created.
Editing or Deleting an Order
Once an order has been created, it can be Edited or Deleted. You can do so by selecting the correct icon from the form header. A user can also edit by double clicking on it.
Adding attachments
You can add an attachment to the order.
To add an attachment:
- Select Attachments from the form header.
- Select the
icon to add an attachment.
- Select an Identifier.
Note: This is required to name the attachment. - From the Attachment Type dropdown, select the type of attachment.
- Assign a number to the Gallery Sequence field.
Note: This field is optional and sets the display order when adding it to the gallery. - Select Add.
The attachment has now been added.
Viewing, downloading, and previewing attachments
To view the attachment, select it from the Attachments tab, or select the image in upper right-hand corner of the form. Attachments can be Downloaded by clicking on the attachment located in the Preview region and selecting the Download button at the bottom right-hand corner of the form.
You can select from the file in the form or select the image in the upper right-hand corner. Attachments can be downloaded by clicking on the attachment and selecting Download at the bottom right-hand corner of the attachment.