Definition
The following manual explains how to set up the automatic skip of signing generic T&Cs on buyer profiles for certain customers in Hyperoom.
NB: The buyer must still identify himself (see: Buyer - Identification (once time))
Settings
In Stealth (in the reference company): Sales > Additional Functions > VSR - DocuSign signature Exceptions Management
Indicate for which customers the signing of the general T&Cs is not required in the order proposal in Hyperoom.
- Season : indicate the year and season of the sales campaign
- Sale Chan: indicate the sales channel
- Brand : indicate the reference brand (use Ctrl + L to select the brand)
- Invoice Customer: indicate the billing customer
- Order Customer: indicate the order customer (door)
- Contract Number : indicate the number or a description of the contract to which the customer must refer (this will not be visible in Hyperoom)
- Valid from \ Valid to : indicate the validity period (refers to the date on which the customer signs and not to the order creation date)
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ST : Sales Terms, indicate whether the customer must sign the order proposal without T&C or must not sign anything
- if the flag is active, the customer will only sign the order proposal, without the generic T&Cs (via the Approve button)
- if the flag is deactivated, the customer will not sign anything (via the Force approve button)
- X : logical cancellation, if flag is active the exception is invalid
The weights of the columns are in ascending order from left to right, this means that the row containing the Customer Order prevails over the row in which only the Sales Channel is specified if the customer belongs to that sales channel.
For multidoor Hyperoom sessions containing customers who refer to different exceptions reported in this table and\or doors that do not fall within the exception cases, the signature of the order proposal with the generic T&Cs will be required.
Example
The example above indicates that for the FW24 sales campaign, from 01/01/24 to 31/12/9999:
- Row 1: all customers of the Retail sales channel will not sign any order proposal, because they have the Test Canale vendita Z contract in place .
- Row 2: customers with invoicing c. 055-IT013998 will not sign the generic T&Cs because they have the Test Cliente fatturazione in place. R channel customers who have invoicing c. 055-IT013998 will take the exception referring to the latter.
Customers order 055-IT01068001 and 055-IT01068021 have as invoicing c. 055-IT013998 but must refer to the Test Door contract number:
- Row 3: customer 055-IT01068001 will sign the order proposal without generic T&Cs (since he has the ST flag active);
- Row 4: Customer 055-IT01068021 will not sign anything.
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