433 lines
28 KiB
XML
433 lines
28 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<!-- ================================================================== -->
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<!-- AUTHORIZER WELCOME ARTICLE TEMPLATE -->
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<!-- ================================================================== -->
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<template id="welcome_article_authorizer">
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<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
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<!-- Header -->
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<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
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<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Authorizer Portal</h1>
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<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
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<t t-out="company_name"/> - Assistive Devices Program
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</p>
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</div>
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<p style="font-size: 15px; line-height: 1.7;">
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Dear <strong><t t-out="user_name"/></strong>,
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</p>
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<p style="font-size: 15px; line-height: 1.7;">
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Welcome to the <strong><t t-out="company_name"/></strong> Authorizer Portal.
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This portal is designed to streamline the ADP (Assistive Devices Program) process
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and keep you connected with your assigned cases.
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</p>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
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<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; width: 40px; text-align: center; font-size: 20px;">1</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>View Assigned Cases</strong><br/>
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Access all ADP cases assigned to you with real-time status updates.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">2</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Complete Assessments</strong><br/>
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Fill out assessments online with measurements, photos, and specifications.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">3</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Track Application Status</strong><br/>
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Monitor the progress of ADP applications from submission to approval.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">4</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Upload Documents</strong><br/>
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Upload ADP applications, signed pages 11 and 12, and supporting documentation.
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</td>
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</tr>
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</table>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
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<ol style="font-size: 14px; line-height: 1.8;">
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<li>Navigate to <strong>My Cases</strong> from the portal menu to see your assigned ADP cases.</li>
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<li>Click on any case to view details, upload documents, or add comments.</li>
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<li>To start a new assessment, go to <strong>Assessments</strong> and click <strong>New Assessment</strong>.</li>
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<li>Complete the assessment form with all required measurements and photos.</li>
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</ol>
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<h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
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<div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
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<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
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<li><strong>Assessment Validity:</strong> Assessments are valid for 3 months from the completion date.</li>
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<li><strong>Application Submission:</strong> Please submit the ADP application promptly after the assessment is completed.</li>
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<li><strong>Page 11:</strong> Must be signed by the applicant (or authorized agent: spouse, parent, legal guardian, public trustee, or power of attorney).</li>
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<li><strong>Page 12:</strong> Must be signed by the authorizer and the vendor.</li>
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</ul>
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</div>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
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<p style="font-size: 14px; line-height: 1.7;">
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If you have any questions or need assistance, please contact our office:
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</p>
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<div style="background: #f0f4ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
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<strong><t t-out="company_name"/></strong><br/>
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Email: <t t-out="company_email"/><br/>
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Phone: <t t-out="company_phone"/>
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</div>
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</div>
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</template>
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<!-- ================================================================== -->
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<!-- SALES REP WELCOME ARTICLE TEMPLATE -->
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<!-- ================================================================== -->
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<template id="welcome_article_sales_rep">
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<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
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<!-- Header -->
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<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
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<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Sales Portal</h1>
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<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
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<t t-out="company_name"/> - Sales Dashboard
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</p>
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</div>
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<p style="font-size: 15px; line-height: 1.7;">
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Dear <strong><t t-out="user_name"/></strong>,
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</p>
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<p style="font-size: 15px; line-height: 1.7;">
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Welcome to the <strong><t t-out="company_name"/></strong> Sales Portal.
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This is your hub for managing sales orders, completing assessments, and tracking ADP cases.
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</p>
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<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">What You Can Do</h2>
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<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; width: 40px; text-align: center; font-size: 20px;">1</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Sales Dashboard</strong><br/>
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View all your sales orders, filter by status, sale type, and search by client name or order number.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">2</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Complete Assessments</strong><br/>
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Start ADP Express Assessments and Accessibility Assessments (stair lifts, platform lifts, ceiling lifts, ramps, bathroom modifications).
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">3</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Proof of Delivery</strong><br/>
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Get proof of delivery signed by clients directly from your phone or tablet.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">4</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Loaner Equipment</strong><br/>
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Track loaner equipment checkouts and returns.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">5</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Track ADP Cases</strong><br/>
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Monitor ADP application status from assessment through approval to billing.
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</td>
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</tr>
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</table>
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<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Getting Started</h2>
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<ol style="font-size: 14px; line-height: 1.8;">
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<li>Go to <strong>Sales Dashboard</strong> to see all your cases at a glance.</li>
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<li>Use the <strong>search bar</strong> and <strong>filters</strong> to quickly find cases by client name, order number, sale type, or status.</li>
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<li>Click on any case to view full details and take action.</li>
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<li>To start a new assessment, go to <strong>Assessments</strong> and select the appropriate assessment type.</li>
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<li>For deliveries, navigate to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
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</ol>
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<h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips for Success</h2>
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<div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
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<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
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<li>Take clear photos during assessments - they will be attached to the case automatically.</li>
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<li>Complete all required measurements before submitting an assessment.</li>
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<li>Follow up on cases in <strong>Waiting for Application</strong> status to keep the process moving.</li>
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<li>Always collect proof of delivery signatures at the time of delivery.</li>
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</ul>
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</div>
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<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Need Help?</h2>
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<p style="font-size: 14px; line-height: 1.7;">
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If you have any questions or need assistance, please contact the office:
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</p>
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<div style="background: #f0fff4; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
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<strong><t t-out="company_name"/></strong><br/>
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Email: <t t-out="company_email"/><br/>
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Phone: <t t-out="company_phone"/>
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</div>
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</div>
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</template>
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<!-- ================================================================== -->
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<!-- TECHNICIAN WELCOME ARTICLE TEMPLATE -->
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<!-- ================================================================== -->
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<template id="welcome_article_technician">
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<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
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<!-- Header -->
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<div style="background: linear-gradient(135deg, #3a8fb7 0%, #2e7aad 60%, #1a6b9a 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
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<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Technician Portal</h1>
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<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
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<t t-out="company_name"/> - Delivery and Service
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</p>
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</div>
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<p style="font-size: 15px; line-height: 1.7;">
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Dear <strong><t t-out="user_name"/></strong>,
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</p>
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<p style="font-size: 15px; line-height: 1.7;">
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Welcome to the <strong><t t-out="company_name"/></strong> Technician Portal.
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This portal helps you manage your assigned deliveries and collect proof of delivery signatures.
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</p>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
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<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; width: 40px; text-align: center; font-size: 20px;">1</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>View Assigned Deliveries</strong><br/>
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See all deliveries assigned to you with client details, addresses, and product information.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">2</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Collect Proof of Delivery</strong><br/>
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Get the client's signature on the proof of delivery document directly from your device.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">3</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Track Delivery Status</strong><br/>
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Monitor which deliveries are pending, in progress, or completed.
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</td>
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</tr>
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</table>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
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<ol style="font-size: 14px; line-height: 1.8;">
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<li>Navigate to <strong>My Deliveries</strong> to see all deliveries assigned to you.</li>
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<li>Click on a delivery to view the client details and delivery address.</li>
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<li>Go to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
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<li>After collecting the signature, the signed POD is automatically attached to the order.</li>
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</ol>
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<h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
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<div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
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<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
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<li><strong>Always get POD signed before leaving.</strong> The proof of delivery is required for billing.</li>
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<li>Ensure the client's <strong>name</strong> and <strong>date</strong> are filled in on the delivery form.</li>
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<li>If the client is unavailable, contact the office immediately.</li>
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<li>Report any product issues or damages to the office right away.</li>
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</ul>
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</div>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
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<p style="font-size: 14px; line-height: 1.7;">
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If you have any questions or need assistance, please contact the office:
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</p>
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<div style="background: #fff0f3; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
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<strong><t t-out="company_name"/></strong><br/>
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Email: <t t-out="company_email"/><br/>
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Phone: <t t-out="company_phone"/>
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</div>
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</div>
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</template>
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<!-- ================================================================== -->
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<!-- GENERAL PORTAL USER (CLIENT) WELCOME ARTICLE TEMPLATE -->
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<!-- ================================================================== -->
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<template id="welcome_article_client">
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<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
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<!-- Header -->
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<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
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<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to Your Portal</h1>
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<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
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<t t-out="company_name"/>
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</p>
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</div>
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<p style="font-size: 15px; line-height: 1.7;">
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Dear <strong><t t-out="user_name"/></strong>,
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</p>
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<p style="font-size: 15px; line-height: 1.7;">
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Welcome to the <strong><t t-out="company_name"/></strong> Portal.
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Here you can view your orders, track their status, and access your documents.
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</p>
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<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">What You Can Do</h2>
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<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; width: 40px; text-align: center; font-size: 20px;">1</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>View Your Orders</strong><br/>
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Access all your orders and track their current status.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">2</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Track Status</strong><br/>
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See real-time updates on your application and delivery status.
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</td>
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</tr>
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">3</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>Access Documents</strong><br/>
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Download invoices, delivery receipts, and other important documents.
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</td>
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</tr>
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</table>
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<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Getting Started</h2>
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<ol style="font-size: 14px; line-height: 1.8;">
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<li>Click on <strong>My Orders</strong> from the portal menu to see your orders.</li>
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<li>Click on any order to view its full details and status.</li>
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<li>Download documents by clicking the download button next to each file.</li>
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</ol>
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<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Need Help?</h2>
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<p style="font-size: 14px; line-height: 1.7;">
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If you have any questions, please don't hesitate to reach out:
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</p>
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<div style="background: #f0f8ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
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<strong><t t-out="company_name"/></strong><br/>
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Email: <t t-out="company_email"/><br/>
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Phone: <t t-out="company_phone"/>
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</div>
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</div>
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</template>
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<!-- ================================================================== -->
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<!-- INTERNAL STAFF WELCOME ARTICLE TEMPLATE -->
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<!-- ================================================================== -->
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<template id="welcome_article_internal">
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<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
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<!-- Header -->
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<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
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<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to <t t-out="company_name"/></h1>
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<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
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Fusion Claims - Internal Operations
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</p>
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</div>
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<p style="font-size: 15px; line-height: 1.7;">
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Welcome, <strong><t t-out="user_name"/></strong>!
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</p>
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<p style="font-size: 15px; line-height: 1.7;">
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This is your quick-start guide to the <strong><t t-out="company_name"/></strong> system.
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Below you'll find an overview of the key areas and how to navigate the system.
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</p>
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<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">System Overview</h2>
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<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
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<tr>
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<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; width: 40px; text-align: center; font-size: 20px;">1</td>
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<td style="padding: 12px; border: 1px solid #e0e0e0;">
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<strong>ADP Case Management</strong><br/>
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Process ADP claims through the full workflow: Assessment, Application, Submission, Approval, Billing, and Case Close.
|
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</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">2</td>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
|
<strong>Sales Orders</strong><br/>
|
|
Manage quotations, sales orders, invoicing, and delivery for all sale types (ADP, ODSP, Private, Insurance, etc.).
|
|
</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">3</td>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
|
<strong>Device Codes</strong><br/>
|
|
Look up and manage ADP device codes, prices, and serial number requirements.
|
|
</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">4</td>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
|
<strong>Inventory and Loaner Tracking</strong><br/>
|
|
Manage product inventory, track loaner equipment checkouts and returns.
|
|
</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">5</td>
|
|
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
|
<strong>Delivery Management</strong><br/>
|
|
Assign technicians, track deliveries, and manage proof of delivery documents.
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
|
|
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">ADP Workflow Quick Reference</h2>
|
|
<div style="background: #f8f9fa; padding: 20px; border-radius: 8px; margin: 15px 0;">
|
|
<ol style="font-size: 14px; line-height: 2.0; margin: 0;">
|
|
<li><strong>Quotation</strong> - Create the sales order</li>
|
|
<li><strong>Assessment Scheduled</strong> - Schedule the client assessment</li>
|
|
<li><strong>Assessment Completed</strong> - Complete the on-site assessment</li>
|
|
<li><strong>Waiting for Application</strong> - Wait for the authorizer to submit the application</li>
|
|
<li><strong>Application Received</strong> - Upload the ADP application and signed pages</li>
|
|
<li><strong>Ready for Submission</strong> - Verify all documents are ready</li>
|
|
<li><strong>Application Submitted</strong> - Submit to ADP</li>
|
|
<li><strong>Accepted / Approved</strong> - ADP accepts and approves the case</li>
|
|
<li><strong>Ready for Delivery</strong> - Prepare and deliver the product</li>
|
|
<li><strong>Billed to ADP</strong> - Submit the claim for payment</li>
|
|
<li><strong>Case Closed</strong> - Finalize the case</li>
|
|
</ol>
|
|
</div>
|
|
|
|
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Key Menu Locations</h2>
|
|
<table style="width: 100%; border-collapse: collapse; margin: 15px 0; font-size: 14px;">
|
|
<tr style="background: #eaf4fd;">
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">ADP Claims</td>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - ADP Claims - filter by workflow stage</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Device Codes</td>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - Configuration - ADP Device Codes</td>
|
|
</tr>
|
|
<tr style="background: #eaf4fd;">
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Fusion Claims Settings</td>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Settings - Fusion Claims (scroll down)</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Contacts (Authorizers)</td>
|
|
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Contacts - filter by "Authorizers"</td>
|
|
</tr>
|
|
</table>
|
|
|
|
<h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips</h2>
|
|
<div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
|
|
<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
|
|
<li>Use <strong>filters and search</strong> to quickly find cases by status, client, or authorizer.</li>
|
|
<li>Check the <strong>chatter</strong> (message log) on each case for the full history of changes and communications.</li>
|
|
<li>Use the <strong>status bar</strong> at the top of each case to see where it is in the workflow.</li>
|
|
<li>All automated emails are logged in the chatter for audit purposes.</li>
|
|
<li>Use <strong>scheduled activities</strong> to set reminders and follow-ups.</li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</template>
|
|
|
|
</data>
|
|
</odoo>
|