SA Portal features
Sales agent home page
The home page in the TRIMIT Sales Agent Portal contains a list of docks. One of the docks has a list of customers which are assigned to the current sales person. Once a customer has been selected, the sales agent can make orders and see the order history for that customer – as if he/she was logged in to the TRIMIT B2B Webshop for that customer.
Multiple salesperson relationships
In the Fashion Industry, there can be several salespeople working with the same customer. At a fashion fair, there is typically a number of salespeople that need to create orders in the TRIMIT Sales Agent Portal to random and new customers regardless of a salesperson relationship.
SA portal has a functionality called Multiple Salesperson Relationships which enables you to setup specific rules, that is which customers are shown for a sales person.
Order flow
The purpose of the order flow is for the customer to be able to place an order.
The order flow in TRIMIT Sales Agent Portal for the user is:
· Exploring the portal, finding desired products and adding to the basket.
· Opening the basket and get an overview of selected products and their prices.
· Enter invoice and delivery address.
· Accept terms and conditions.
The order flow is only available for registered users that are related to a customer in TRIMIT.
Orders from the TRIMIT Sales Agent Portal are automatically created in TRIMIT and the in-house procedures for accepting the order and making delivery is handled in TRIMIT as any other sales order.
Dynamic handling of products
The purpose of the Dynamic handling of products is to select the products to be shown in the TRIMIT Sales Agent Portal. The job of maintaining what can be sold in the TRIMIT Sales Agent Portal is typically in-house and by a person, that is using TRIMIT on a daily basis.
With TRIMIT Sales Agent Portal, the selection of products to the Portal is done in TRIMIT. The setup offers great flexibility on how and what products is to be shown.
MULTIPLE AVAILABILITY CHECK METHODS
The purpose of the availability check is to only show the user products that are available at the time of ordering to avoid orders on products that are not available.
Advanced sales integration
The Advanced Sales Integration has two general purposes; one is to increase performance in the Portal, and the second is for the customer to validate the orders from the TRIMIT Sales Agent Portal before they become sales orders in TRIMIT. With the Advanced Sales Integration, the sales documents are stored temporarily, and they can be validated in the Portals Role Center.
No lost orders (nlo)
The purpose of “NLO” is to keep the order even when the internet connection breaks. TRIMIT Sales Agent Portal is built to keep orders alive, when users drop out. All the open orders are shown in order list with status Open.
Multiple languages
The purpose of multiple languages is for the Portal to be shown in the user’s language.
The Company may decide which languages are needed for their own sales agents and by that make sure that their TRIMIT Sales Agent Portal is translated and shown in these languages.
TRIMIT Sales Agent Portal registers the language of the user’s browser settings and displays the Portal in the same language or falls back to English if the local language is not provided. The basic product related language texts are created and edited in TRIMIT.
All the Portal related language texts can be edited in the TRIMIT Sales Agent Portal administration module. This release includes the languages of English and Danish.
Pricing
Prices are maintained in TRIMIT and can be setup for specific customers, pricelists or general prices for all customers. Based on setup the right prices are shown related to the customer for which the sales agent creates a sales order.
It is possible to define two types of pricelists specifically for the TRIMIT Sales Agent Portal. The types are “suggested retail price” and “unit price”.
Multiple currencies
The purpose of multiple currencies is that the sales agent can see the prices in the currency of the customer for which he/she is creating a sales order.
Portals role center
The TRIMIT Portals Role Center includes the access to the TRIMIT Portals areas of interest.
Best practice lay-out
The purpose of the TRIMIT Sales Agent Portal layout is for the user to feel at home and to be able to create orders. In market investigations of B2B Webshop the trend is that the Portals are to be simple to look at and easy to use and then that B2B Webshop do not have high demands for the graphical appearance. An obvious reason is the habits of user – the users simply prefer when they can recognize their way around the Portal. TRIMIT Sales Agent Portal comes with a layout that matches the best practice of SA Portals and kept as simple as possible.
Order type selection
It is possible for a sales agent to select order types on SA portal. In addition, when sales agent is creating a new order and has to choose order types – it is not a list of radio buttons, instead it is clickable images.
Composition and Care Label information
Composition and Care Label functionality extends the item information on SA portal.
In order to show the composition of the item, i.e. what fabric an item is made of, SA portal has an option to show the item composition information. This information is displayed on the product details page. The Care Label functionality shows the way to handle item in regards to wash and care. This information can be displayed as pictograms or as a text.
Extended texts for products
SA portal has a possibility to show extended product description on a product (masters and flat items) and category overview pages. It is possible to set a specific text for a product and then only choose which portals should show this text.
Furthermore, the extended text is HTML aware, so that it is possible to use basic HTML tags (e.g. type in Business Central “… <B>Text in bold</B>…” and the text within the tags appears in bold font on portal) inside Business Central and have it rendered accordingly on the portal.
Save order as order or quote
The SA portal has an option to choose which document is created, sales order or sales quote, when the order is submitted. After submitting on the portal, the sales document is landing in the Advanced Sales Integration table, after posting from which the document appears whether as a sales order or a sales quote. This depends on the portal profile setup in Business Central.
Dashboard
The dashboard on SA portal assembles sales agent related information in one place. It is a launch page for different activities. SA portal has two dashboards – one is for the sales agent and another one has all information about a specific customer. Dashboard for the sales agent portal has he following areas: Favorite customers, Baskets (Open orders), Overdue entries, Messages, News, Actions and My account. Dashboard for the customer has he following areas: Customer actions, Open orders, Overdue entries, History and Statistics.
Product Information repository
Having multiple portals on the same instance allows sharing images across portals. There is no need to upload image to all portals. The B2B Webshop and SA portal are sharing images uploaded on the B2C Webshop. If you create a look book, it should be possible to reuse the same look book with same images on other portals also.
The concept involves the definition and creation of a common repository, in which you can upload and align content for items and reuse it on several portals.
Look book
The Look Book functionality in TRIMIT Portals is a way to combine different garment items in a single look and show this look to the customer in order to stimulate customer to consider buying multiple items.
The Looks are grouped into Look Books. TRIMIT Portals can have multiple Look Books.
Edit confirmation email
It is possible to select different email address to send the order confirmation email to on the submit order page on the portals. The system identifies the email addresses from customer, delivery and user information and suggests email addresses, if they are available. Sales agent can specify any other email address to send the order confirmation to.
Overdue documents
After the sales order is created and not payed for – the information is displayed for the customer showing the order number. This allows keeping track of unpaid orders and bringing this to customer’s attention.
Shopping list
Shopping list on SA portal allows making quick overview of favorite products. Shopping list is always saved disregarding if customer logs out and logs in again – the list is still available. Shopping list does not reserve products on stock, so adding item to the shopping list does not affect item availability.
Price differentiation on matrix cells
If a product has different prices for different variant combinations, i.e. larger size costs more than smaller size, then this can be reflected in product matrix on SA portal.
Messaging
Portals messages have a basic functionality, which allows sending text messages, which can also include files. Messages can be sent only one way, i.e. from TRIMIT to Portals. SA portal displays a list of received messages on a dashboard.
Show and manage availability threshold
SA portal allows hiding the actual item availability on the product page. Instead, the portals administrator can set a value to be shown with trailing “+” sign, meaning “more than certain amount”. In this way, the availability is shown in a more discreet way.
Expand categories
SA portal has a feature of expanding and collapsing the categories and thus showing and hiding all the items. In addition, using the quick add function it is possible to quickly navigate to a needed product page knowing item number or name.
Portals activity log
Portals Activity Log collects all the sales agent actions regarding order CRUD and customer CRUD. In addition, other actions can be added after customization.
Portals Shipment period codes
This feature gives a possibility to display available item variants depending on the item shipment date.
Copy order to several customers
SA portal has a feature to copy selected order to several customers. This can increase the effective productivity of sales agents and keep them away from the unneeded work of creating identical orders.
Order templates
This feature can convert a complex sales order into order template and reuse it as many times as needed and for many different customers. Order template can be managed as a normal order which makes it easy to maintain.
Create quote for blocked customers
Even if customer is blocked for creating sales orders, it is possible to create a sales quote instead. It is not needed to do anything special about this – the system reacts on blocked customer and suggests creating a quote. The workflow in this case is normal.
Linking Portals and PIR
PIR is the place where some of the portals administration tasks are handled. This is a common place for administrative tasks for SA portal and B2B and B2C Webshops.
It is possible to open specific item administration from portal product page. Item administration gives access to image management product descriptions, occurrences in category structure, statistics etc.
Find missing images
It is possible to find all the products with missing images. PIR has a place where all such products are collected and clicking on a product opens a master images page where image can be uploaded.
Docks management on portals
SA portal and B2B Webshop have predefined standard dashboard docks e.g. Shopping, Open Orders, Overdue Entries, History, Sales Statistics, Customer, Messages, News, My Account.
It is possible to customize dashboard by adding new docks. New docks can be managed from Product Information Repository.
Uploading custom content to details page
If you turn on admin mode on details pages, you can enter portal description, which is saved in the Portals and not Business Central. These descriptions are stored in product folder and then in the default document of that folder.
Publish items on portals
This feature allows hiding item on portals, also called publishing item. Publishing item can be done for SA portal, B2B and B2C Webshop and external places. If item is ready to be shown on portal, then admin user publishes it for specific portals and the item becomes visible to users.
Product Visual configuration
Product visual configuration functionality gives possibility to compose a customized product on B2B web shop and Sales Agent portal. Visual configuration is a representation of a VarDim order and the setup is done in VarDim master, which is standard in TRIMIT. With help of product visual configuration customers can create their own product designs, add prints or logos and add to basket as normal items.
File masking
File masking is used in TRIMIT and Portals to enable creating file (image) name patterns and in this way locate images in the system. File masking is used in product visual configuration setup in TRIMIT. But the application area has a great potential of using many different areas.
Master and item descriptions
It is possible to add a flat item specific description on Sales Agent portal and B2B webshop. Therefore, item description can be shown together with master description. It is possible to add an item specific description only on flat item product page.
Skip order confirmation e-mail
Sales Agent portal profile in TRIMIT has a setup which allows to set whether or not to send order confirmation e-mail to a corresponding recipient when a sales order is created on Sales Agent portal.
Availability dates on Matrix
TRIMIT and Portals give possibility to show item availability dates and thus shipment dates for each cell in the product matrix. The calculation is based on Inventory profile setup.
Availability check on order submit
It is possible to setup the portal profile to run the product availability check only when a customer gets to an order confirmation page instead of doing the availability check when adding to basket. This is related to using Advanced Sales Integration functionality when a sales order is created as soon as item is added to basket.
Changing a quote to an order on Sales Agent portal
Sales agent portal profile in TRIMIT gives possibility to allow the sales agent to change a sales document from quote to an order directly on the Sales agent portal.
Collection specific product images
TRIMIT B2B web shop and Sales Agent portal have ability to display different product images depending on what collection is selected. The collection specific images can be uploaded through the PIR. If a product has been added to a collection, then, if this collection is set under portals category, the collection specific images will be applied when needed. But when a master that is in the collection is set on the category by itself then only master image will be shown on portal and collection image will not be applied.
Product specific DPF documents
Product details page on B2B web shop and Sales Agent portal has a feature of uploading, showing and downloading the PDF files with product related information. The files, if there are any, are placed under Download tab in product related information area on product details page.
Image swap on matrix colors
Sometimes customers find it difficult to select a right dominant color in the colored dots on a product page. Sometimes system does not select the correct dominant color and then admin has to manually either upload a new color representation or select a new one by hovering mouse over the image for each color variant and each item.
It is now possible to configure the system to take color variant images from the matrix and use them for colored dots instead of using system selected dominant color representations.
Actions dock
In the Actions dock on the Portals dashboard it is possible to setup actions, like in the page actions in
Business Central, enabling showing statistics on portals. It is possible to choose either Sales Statistics or
Statistics Overview.
It is the same procedure whether you create statistics to be run from the Dashboard, Customer, Order
Document or Order History. You only make a lookup from the wanted area and add the statistics that you
want to be available from there.
RESETTING PASSWORD ON PORTALS
When Portals user forgets the password then it is possible to reset it. By resetting the password, the user is no longer receiving it in the email box. Instead the user is prompted to a password reset page where it is possible to create a new one. This is valid for all TRIMIT Portals.
UX improvements
Sticky top bar
Scrolling down on portals leaves the top bar (with logo) on the top of the page.
Slide in menu
Slide in menu is now used on SA portal.
This is made to facilitate users on mobile devices with small screen
resolutions. Clicking the menu button opens the category structure. 
Expendable product information
By clicking on the bar, it is possible to
expand and collapse the product information. This will give better user
experience for user with mobile devices and screens with low resolution. 
Remember me on login page
One radio button instead of old three buttons. It is meant to keep user session for a longer period, more than 10 minutes, so user can reopen a page and still be logged in.
Matrix cell Features
To improve user experience for laptop and mobile device users we introduced an easy way to handle product matrix. When tapping, mode is activated then it is possible to mouse right and left click to increase or decrease cell quantity.
It is also possible to copy rows to avoid unnecessary clicking.
Availability indicator in matrix cell
Colored indicator, which can be managed from within the soft admin. Read more in White Paper - TRIMIT Portals Soft Admin.
Hide availability markers
It is possible to control the display of
availability markers in matrix cells on SA portal and B2B Webshop. The portal
profile got a new field which manages this. 
Look books / looks rename
It is possible for admins or content editors to rename both look books and looks with help of admin mode. It is also possible to apply portals tags for a look book, which allows managing the same look book on different portals.
Facilitate master in several locations
If an item exists in multiple categories from search, then we show those items differentiated by the category in which they reside. Location in category structure is marked under the item picture.
Sign an order before submit
It is possible to setup a sign the order functionality where customer adds his/her signature before an order can be submitted.
Filter groups in VarDim types
It is possible to manage item VarDim types like color, size and length on SA portal. The VarDim types become more dynamic and can be displayed in a different order or have another VarDim values not related to size or color.
Sort order for VarDim variant options filter
SA portal can reflect the alternative
sorting for VarDim variant options. 
Manual master entry in Look book
It is possible to manually enter a master number in to master look up field for a look. This becomes useful if an admin user knows the master number.
Instantly submit order on copy
It is possible to instantly submit orders after the order copy process. Signature cannot not be applied in this case even if portal profile is set so.
Theme changing
Theme changing, i. e. visual look and feel of the portal, has been done to improve theming in general to enable users to make both basic and advanced changes in a simpler and easier manner as well as to create some more usable out of the box themes.
All portals, B2B and B2C web shops and Sales Agent, have now a similar design.
Registered user features
The following features only concerns registered users.
Create Customer page
TRIMIT Sales Agent Portal has a standard create customer page that includes the normal user data (name, address, e-mail).
User validation
Before the user can gain access to the TRIMIT Sales Agent Portal, the user needs to be related to a customer in TRIMIT. This can only be done by the company in TRIMIT in the Portals Role Center via the user relationships.
Customer data to order
When a customer is selected, the name and address will automatically be copied to the order.
My page
When the registered user logs in to the TRIMIT Sales Agent Portal a “My account” area is available on dashboard.
In the “My account” area the user can see own data, previous invoices (Shopping history) and open orders.
Admin Features
Upload images on product page
It is possible to upload images to product details page (apart from uploading in PIR) on SA portal, so, not only Business Central images can be shown but also portal images.
Images saved on Portal side
Product-, order type- and category images and files can be uploaded to Modelyn, e.g. via the FTP. Images and files saved to Portals database contributes to performance increase. Nevertheless, now all images can be managed in a single place on portals – PIR (Product Information Repository).
Assist Edit and Admin mode
The assist edit enabled in category structure
on the portals allows managing images for admin users. Assist edit works in
combination with admin mode. 
Add images to order types and items
It is possible to upload images for order
types, categories and items directly from portal pages. The admin user can do
this after activating admin mode. 
Translator User Group
Translator user role is made to handle portal translation tasks.
TRIMIT handling of emailing
Sending order confirmation emails is handled by TRIMIT backend and not by portals. User creation and user password reminder are still handled by portals.
Platform features
The following features concern the web platform and the integration to TRIMIT.
CMS Platform
The CMS platform for TRIMIT Sales Agent Portal is the TRIMIT Modelyn. Modelyn is a highly-advanced CMS product, built on the latest .net coding for making integration between portals and TRIMIT. The Modelyn comes with a user-friendly Admin interface.
Modelyn includes the CMS features like:
· Multiple sites
· User handling with user groups
· Menus pages and menu structure
· Content pages with layout editor and HTML editor and a long range of available controls
· Different types of content pages like document pages, list pages, content pages etc
· Site appearance managed in style sheets.
Online data from Business Central via ConnectPortal Integrator
The ConnectPortal integrator is managing the on-line data transfers between the Modelyn and the TRIMIT database. Data is exchanged via TRIMIT web services.
ConnectPortal integrator in Modelyn consists of a number of TRIMIT controls that can be used in the Modelyn pages.
ConnectPortal integrator in TRIMIT consists of portal related objects.
Load on demand
There has been a considerable improvement after applying load on demand methodology comparing to previous versions of Sales agent portal. Load on demand methodology affects such areas as opening a sales basket, opening product details page, save and exit the order, open (edit) sales order etc. The difference in performance is especially noticeable on large orders with more than 500 lines. Performance increase is up to 77 percent on some of the specified areas.
Fast save
The fast save is the methodology developed to use in connection to SA portal and B2B Webshop. The main purpose for the fast save is to facilitate the saving of large orders from SA portal and B2B Webshop to the back-end system. This methodology is enabled by default and cannot be switched off. This allows instantly submitting orders with vast amount of sales lines.
Data synchronization via schedules
The web site performance is always important and allows retain existing and attract new customers and users to the website. Data synchronization via portals schedules allows increase portals performance and data accessibility. This is done by collecting and storing all the needed TRIMIT data in the portals’ database.
Keep focus on main areas
SA portal allows hiding some of the areas on the product details page. This puts more emphasize on product information and helps gaining more useful space in regards of using on mobile devises.
Index rebuild schedule
Having and using this schedule allows keeping performance within the Modelyn database on the persisting high level. This schedule can be set to run automatically and does not require the administrator intervention after the first-time setup.
ConnectPortal instances
SA portal can have several instances, which are connected to a single Business Central company. This allows sharing the data and synchronizing users for all instances without any problems.
Campaign customization
With this feature we introduce an easy way to build your own campaign visualization with a basic setup. This means it is practically a no cost customization in regards to updating portals and TRIMIT versions.
The overview of items it is the place to draw attention. It could be to a range of produscts or individual items that you want to boost the sale for. Campaigns can be the Christmas sale or items that are “hot” in the collection or something very different. The plug-in system developed for the SA solution allows exactly that.
Hide basket subline images
This feature allows hiding basket subline images when needed. This can be useful when using on mobile devices and under low speed internet conditions.
File masking
File masking is used in TRIMIT and Portals to enable creating file (image) name patterns and in this way locate images in the system. File masking is used in product visual configuration setup in TRIMIT. But the application area has a great potential of using many different areas.
Move and copy category
TRIMIT has a possibility of copying and moving categories in Portals Category management area. It is possible to copy and move the whole category with all related subcategories and items to a different category or subcategory. This will save the time in portals category management process.
TRIMIT reports in docks
It is possible to create special links to reports e.g. in portals docks. This means that you can design your reports to respond to request from the portals, and there by supply a wide range of information based on reporting. This feature greatly reduces the development time spend on servicing your portal users with report PDF.