If you want to offer your customer the option of purchasing through Floriday, you can use the Exporter portal.
On this page, we explain the following actions:
Providing customer access to the Exporter portal
In the menu, click Exporters portal.
Then click on Invite customer or Create account and fill in the requested details.
Enter the first name, last name, email address, company name and language (Dutch, English, German, French, Spanish, Italian). This data is classified as strictly confidential. More information
In addition to the confidential data, fill in some general information here. The segment and country code are visible to growers during transactions.
You also have the option of adding an account manager. This has effect on the 'Approve order manually' option in step 3. You can also receive a notification for this. With a main account you can choose to set the notifications to organization or personal level. If you set it to personal level, only the account manager will receive the notification and can approve the order.
Once everything has been entered satisfactorily, click on Continue.
In the next step, you can fill in what supply the customer sees. For example, you have the option of whether the customer may order direct sales and/or clock presales.
First, you choose which product groups the end customer may see. This is the same for direct sales and clock pre-sales.
For Direct sales you have the following options:
All the supply, supply of selected assortment or trade item selections (Read more about using supply selections)
All suppliers or selected suppliers: if you choose selected suppliers, the end customer only sees the growers you have a connection with.
Show customer specific trade items: if you check this box, articles that have been created specifically for you will also be shown to the end customer.
Offer including delivery costs: if this box is ticked, only supply that includes transport costs in the price will be shown.
Sales unit: here you determine the purchase unit of the customer, so he can order per container, layer or load carrier.
Delivery location: here you set the delivery location where you want to receive the customer's orders.
In Clock pre-sales you have the following options:
Visible supply: here you choose from which locations the end customer may buy. When you click on one of the locations you can also enter the plate number associated with the location.
In addition, you can set which delivery days the customer can choose when ordering. This involves deliveries up to the box.
In the third section set the spending options.
This customer is allowed to place orders: you have the option of whether the customer is allowed to place orders, or only view.
Currency: here you can choose Euro or U.S. dollar.
Spending limit: if you choose no spending limit, the customer can buy unlimited. With a weekly spending limit, you can set an amount the customer can spend each week. This is automatically reset every Sunday.
Orders must be manually approved: if you check this option, orders placed by the end customer will come in under Purchases > Purchase orders > Wait for approval. You still have the option here to change the packaging when a grower has set multiple packages with an item.
Finally, you can set price markups. These are divided under Direct sales and Clock pre-sales:
Percentage markup: Increase the price per piece percentage-wise
Load carrier markup: Price markup based on the space occupied on a load carrier
Fixed transaction costs: Increase the price per piece with a fixed transaction fee per order line
Rounding: Settings for rounding prices
Based on the set data, a calculation example is displayed.
When everything is filled in as required, click on Save & invite. The customer will then receive an invitation by email to create a Floriday account. The customer then logs in to shop.floriday.io. Want to see what the environment looks like for the customer? Then check out this HelpCenter article.
Cost
The costs for the Exporters portal are €15 per active customer per month. A customer becomes active on logging in to Floriday during the month in question.
In the overview of customers, you can easily see when a customer last logged in and whether a customer is active or inactive this month.
You can check the Pricing tab to see what the cost per month is.
Permissions
Thanks to permissions, as the main user you keep control over which colleagues can do what in Floriday. You can also set whether a colleague is allowed to manage customers here.
Notifications
For the Exporters portal, you can set up notifications for the following items:
New purchase order from customer
New purchase order from customer awaiting approval
Summary of customer sales orders