New layouts and new for suppliers
This update has focused on improving the display of information about tenders in the tender lists. In addition, a new auxiliary status has been extended to all suppliers on the Commercial vehicle tender.
Renaming field on car
On request, the field ‘Lev. live dato’ (Supplier delivery date) has been renamed to something more telling: ‘Lev. date to customer’
New views in tender lists
List views have been expanded to contain more information – both for customers and suppliers – but also for the leasing company.
In the example above, you can see that the status of a tender is now represented via the color of the bottom folder icon. A tender is seen as a folder – a collection of information, images and documents. Similarly, the entire case folder – which often contains both a Commercial Vehicle and a Leasing offer – is a collection of “folders” and the status is also represented here via a color (status: Open, Closed or Canceled)
It is important to be aware that there is a great deal of information that is displayed if you hold the mouse over elements on the page (“hover text”).
Here are a few examples:
Placement of the offer in the customer’s organization
The status of the case file
The status of the offer
The type of case file (if the name has changed, you can see it here) – as well as who and when it was created
The full company name
This is just a help text – so you can see that the text is the customer’s reference number (“the food center”)
If you take a closer look at this list
you can also see that it has been chosen to represent only 1 date in the list.
If the car supplier has NOT specified a ‘Lev. date to customer’ – then the customer’s ‘Desired live. date’.
Replaces reg. no.
If the tender is set to replace a car, you can see the registration no. for this car
New “primary contact person” for both customers and suppliers
It has been expanded so that you can now assign a “Primary contact person” to a tender. This can be done for both the customer and all suppliers involved. You can put your own company’s primary contact person at the bottom of a tender:
Here you can also see the email and telephone numbers of the other companies’ primary contact persons – and thus make it easier to “get hold of each other” 🙂
The functionality will later be used in connection with the creation of tasks etc., but initially you can now see “your own” primary contact person on list views when this has been specified.
You can also search for the contact person
By default, the field will contain ‘Not assigned’ (all cases where you have not assigned a ‘Primary contact person’) and your own initials.
If you want to help a colleague who is on holiday etc., you can add more people to the list
A new ‘Intern live. status’ – Internal Supplier Status
Click Your Van now also supports helping to “keep track” of the internal processes at a supplier for a Commercial Vehicle tender. In addition to Customer Status and Supplier Status, there is now a third status that can only be viewed and edited by the supplier of a product. No one else can see this. Here are a few examples
You can change the status in the same way as ‘Supplier product status’ is changed (via yellow pencil
By default – when a product becomes “Order” – then it becomes ‘Intern lev. status’ set to ‘Not handled.’ – as an abbreviation for ‘Not handled’. The supplier has the following status options:
- Not hand.
- Ordered – Can be used if the product is to be ordered home
- In stock – Can be used if the product has already been “picked” from the warehouse
- At build. – Can be used if the product has already been sent to the builder on the case
- Canceled – Can be used to mark that it has been handled if the customer has canceled the product.
Search on ‘Intern lev. status’
The general search has been expanded so that you can make special searches on the new ‘Intern lev. status’
When you as a supplier look at lists of tenders, you will now see a number of icons with a number behind them
These show how many products you have in the various ‘Intern lev. statuses.
You can hover your mouse over them and you will see the name of the specific status.
Note that icons are only displayed if the number is greater than 0.
Display of new searches on the front page for suppliers
A new group of lists has appeared on the front page. These lists search for tenders with the status “Order” where there are certain statuses for ‘Intern lev. status’
It may well be that there is a need for other lists – but the experience among the suppliers will probably quickly reflect that.
Extensions to Leasing offer
The appearance of the Leasing offer is very much “in line” with the Commercial Vehicle offer. However, it has changed so that extra information has been added instead of ‘Intern lev. status’
You can still hold the mouse over the case folder, tender folder etc. on the left side and see further information.
But you should pay particular attention to the “Contract” field – which is made up of Leasing contract no. and the leasing contract number of the car that is being replaced.
If you hover the mouse over the digits in the brackets, you can see that it is the replacement contract number that is displayed here
And <missing> will show the contract start date if this is entered.
More on the way
Click Your Van looks forward to continuing the development of functionality in the solution. The new layout changes in relation to search results are a composition based on wishes from both customers and suppliers. And a big change has been made in this update, which probably needs some tweaking. Should any information be missing – remember that everyone is welcome to make amendments. It is the needs of the users that drive the general development.
Click Your Van hopes that is clear to everyone involved with this major update.