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How to - Create Member Collaboration List for Order History, Order Tracking, Rma...

INTRODUCTION - WHAT IS MEMBER COLLABORATION

 Member Collaboration is tasks you want members to do, act, collaborate something that you created when they login Member Home.
Collaboration Tasks are Update Account Info. Update Password. Add extra Address. Add New Referral. Add New Partner. Give Donation. List Order History. Check Promotion. Pay Invoice Payment...
You can find Member Collaboration in almost e-commerce, e-business website. For example, you login your Mobile Phone Service Provider, or you e-commerce website like Dell to Update Your Account. Change Password. Check Your Order Invoice List. Pay Your Bill....

To create or design Member Collaboration is not easy even for pro-web programming developers. But in this tutorial, we will show you step by step you can do without any web programming skill.

HOW TO DEFINE AND CREATE MEMBER COLLABORATION

 To create a Member Collaboration, you need to define its 4 main components. A Member Collaboration is made up by 4 important components:

1) Member Collaboration Source - The collaboration database table

- It is the database table that stores all info and data for this collaboration. It could be any database table you must create, like Tbl_AddNewReferral, or pre-built database like Invoice or Customer.

For example, Member Collaboration = Update My Account uses pre-built database Customer, because this Customer database stores all information relating to member's account and information.

• Member Collaboration = Check Order List uses pre-built database Invoice, because this Invoice database stores all information relating to member's Invoices and Orders information.

• Member Collaboration = Add New Referrals uses for Members add their Referrals or their Partners for your business.
Sometimes they love your products. Bought and become your members. But, because they are busy, or far away, or sometimes you don't know them face-to-face. Therefore, this Member Collaboration you create for your fans, your members refer their friends and family to your business. In this case, you need to create a new database table in order to store all Referrals of your members.

2) Member Collaboration Key - It is the Email of the collaboration database table.
It is the EMAIL field of the collaboration database table. Thus, when creating a database table, you must make sure there is including an EMAIL field in the table.

Why? Because EMAIL is unique, and used as an login ID for that member. No login member has the same email. No one in the world that has the same email with someone' else. Right? Thus, it is used as Member Collaboration Key to distinguish between members John Smith and David Smith, or John Smith in USA and John Smith in Canada. It is different with Primary Key of the table that is used to distinguish between records. The only collaboration table you create that don't need Member Collaboration Key is when you create Collaboration Task = Broadcast. For example, you create a table pub_promotion for all members login will see the same promotion: In December Shipping Is Free. In this case, you don't need EMAIL field in this table. But if you have EMAIL, still ok.

 3) Member Collaboration Attributes - The fields of the collaboration database table.
It is the fields or columns of the collaboration table, the data you want members to collaborate, to act on their info.
• You can change the fields Member Collaboration Attributes by editing table x_property that stores all property of this collaboration.

4) Member Collaboration Task - The Action, the collaboration that members do.
Every time, you want members to do, to act or to collaborate some tasks with you. Such as: Update Member Account Profile, Update Password, List Order History, Update Delivery Address, Add extra Address, Upload Files, Photos. Pay Bill. We define some Member Collaboration Tasks: Broadcast, List, View, Edit (or Update), Upload, Form, Pay bill, Add.
WHAT IS MEMBER COLLABORATION LIST

 Member Collaboration List lets members, when login, can see the list of all database records (more than one) that are related to them. The List relationship is One-to-Many between member and the database. Which means one member has many records in that database. 
For example, you want to have the List of History Order Invoices in database x_invoice, the List of Order Tracking in database x_invoice, the List of Rma Tracking in database Rma...

Case Study

• The Company needs 2 important Lists.

 • A List of History of Order Invoices so that when member logins can see their order status. From this List of Invoice Orders, member can interact, collaborate with Sales Staffs. For the orders that have STATUS = quote, will list on the List of Order History so that members can order the quote from the list as well. 

• A List of Order Invoice Tracking that lets members track when the order shipping arrives.

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CREATE MEMBER COLLABORATION FOR LIST OF HISTORY ORDER INVOICES  
We designed for easy to do. You will surprised how easy to create. You can do it in just 10 minutes. Here is the step by step:
Like other Member Collaboration, to create a collaboration, first you must analyze or ask questions:

Understanding what you want for each Member Collaboration Components: the Task, the Attributes, and the Database, for this case the List of Order History.
  1. Member Collaboration Source Information: The table or database that contains information of invoices. In this case it is the table invoice =  x_invoice.
     
  2. Member Collaboration Attributes: The fields or columns of table x_invoice that you want members to access, to see. It is up to you to choose. In this case, let choose fields: INVOICE_ID, INVOICE_DATE, STATUS, NAME, PAID_BY, DELIV_TIP, SUB_TOTAL, SHIPPING_FEE, TAX1_GST_AMT, TAX2_PST_AMT,  SALEPERSON, SALES_NOTE, SHIPPING_PRIORITY, SHIPPING
    NOTE: You should always include field STATUS so that when members login will see button [Order?] to order for order by Get Quote.
    - Fields SALEPERSON lets members know who is their Sales Person. SALES_NOTE, maximum 250  characters, lets the Sales Person leave the notes for Member for Get Quot. Such as members login will see the quote with notes: Do you want to order with this price? Phone or email me if you have any question.
     
  3. Member Collaboration Tasks so that when setup you know which task you select. In this case it is List because you are Listing all order invoices.
Use Member Collaboration Tool
  1. From topmenu [Collaboration] -> [Create New Member Collaboration Tasks] -> A Window Gui pops up, in this screen, first, enter at
    1) Member Collaboration Tasks = Order History. It should be 1 word. If 2 words, it becomes Order_History
    2) Title = Update your Invoice History. 3) Select Member Collaboration Table = x_invoice from the pull down list of all tables.


    Picture: First screen of Member Collaboration Tasks. If you miss the requirement marked by (**) a pop up window will ask you to do so.
    The Task name, if you enter 3 separate words, it makes connection into 1 word.
    NOTE All UI Screens we design for myNet.Office are based on the simple philosophy: Will Not Continue Until Satisfy All The Requirements!
     
  2. Next, click Next button in Step 1. You is prompted the next screen interface of step 2. You select one of the Member Collaboration Task = List.
    If you don't select, when click Next to step 3, a pop up window will ask you to select [ ]. Otherwise you can't go to next screen of step 3.


    Picture: In Step 2 of 3, select one Member Collaboration Task = List
     
  3. Finally, in step 3, you select fields for Member Collaboration Attribute from left column and click arrow ( -> ) to put selected fields in the right column. Then click OK button.
    DONE! Congratulation, you have just created the most difficult Member Collaboration Order History in just 10 minutes.


    Picture: Final step 3 of 3 is to select Member Collaboration Attribute for Order History List. DONE! Now, Members login will see their own Order History List.
    Test: You, as a member, do an order. -> Login as Member. -> In Member Home, click on Order History in left menu.
DONE! CONGRATULATION. You have just designed the complex LIST collaboration in just 10 minutes.
 
USE MEMBER COLLABORATION MANAGER TO CHANGE OR EDIT MEMBER COLLABORATION

Member Collaboration Manager
To modify the Member Collaboration Attribute, for example, let's say you don't want to display the SHIPPING_PRIORITY and change it for INVOICE_DATE. Or change the name from Order_History = Order_List_History. Or change its Title...Use Member Collaboration Manager. See above picture.
 
THE RESULT OF MEMBER COLLABORATION LIST OF HISTORY OF ORDER INVOICES

A member logins his account [Member Home]. -> Click on [Order_History] menu from the left column will display this Order History List.


Picture: This login member clicks Order History from the left menu, will list all his own order invoices total = 19 orders including Get Quote.
Field SHIPPING: D = Delivery- P = Pickup.



Picture: Member Collaboration -> List -> Invoice Order History List

MEMBER COLLABORATION  LIST FEATURES

• The List is a scrolling list Thus 1000 invoices are displayed only 10 at a time. Thus load faster. Select how many records [ 5,10,20, 50,100, 1000 ] to display per page. Default is 10.
• The Left Member  Menu is the menu list of all Member Collaboration Tasks. The name of the task Order_History is automatically created as a menu with pre-set icon created.
• Click on the left Member Menu Order History will run this screen. Click [Order?] to order Get Quote.
• Click on the little arrow will display details the order of this invoice like 169, such as Qty, Price, Description.
• The Sales Staff logins website as Admin -> myNet.Dbase > Open the invoice 169 in database x_invoice, enter in SALES_NOTE field in order to communicate with member regarding to the order.
• Member clicks on email icon to send email. Click on [Order?] button to order the quote.
CREATE MEMBER COLLABORATION  LIST FOR ORDER TRACKING

What is Order Tracking List?

 Order Tracking List is used for members to track the status of their shipping. There are 3 important fields can't be missed in Order Tracking List.
Which are:
1) DATE_ETA = Date Estimate Time Arrival for the shipping- This is the Date field that the Admin Sale Staff must manually open the invoice record, example 169, then enter the ETA Date to inform member. Example, 2009-01-5. The Sales Staff can always change the DATE_ETA.
2) DATE_SHIPPED = The Date of the invoice has been shipped - This is the Date field that the Admin Sale Staff must manually open the invoice record, example 169, in database x_invoice, then enter. Example, 2009-01-2.
3) TRACKING_NO = The tracking number from shipping company - that the Admin Sale Staff must manually open the invoice record, example 169, in database x_invoice,  then enter. Example, TKN#219000POR
4) ADD EXTRA FIELDS IN INVOICE DATABASE = Every business, that we worked, has different way of doing their business. myNet.Office is design for FLEXIBLE. You can add more fields into the invoice database x_invoice. No problems. Your Sales Staffs then login as Admin, enter what ever data you want to collaborate with members. For example, you may add extra fields like WAYBILLS, DRIVER, SHIPPING_COMPANY, SHIPPING_NOTES ... Currently the x_invoice has about 40 fields. Maximum is 64 fields.
NOTE: To add extra field, myNet.Dbase opens the database x_invoice. -> From right column, select ACTION = ADD A COLUMN -> Follow its easy steps.

BY STEPS, LET'S DO THE LIST OF ORDER TRACKING

Login as Admin. -> Use myNet.Dbase to open the invoice database = x_invoice. The select invoice= 169. Then manually enter data in these fields:

1) DATE_ETA = 2009-01-05
2)  DATE_SHIPPED = 2009-01-02
3)  TRACKING_NO = UBS-2190023

 Use Member Collaboration Tool
  1. IN SCREEN OF STEP 1 OF 3, Enter  1) Task = Order_Tracking. 2) Title = Tracking Your Order 3) Database = x_invoice.
  2. IN SCREEN OF STEP 2 OF 3, Select Action = List [ v ]
  3. IN SCREEN OF STEP 3 OF 3, Select these fields:  INVOICEID, INVOICE_DATE, STATUS, DATE_SHIPPED, DATE_ETA, TRACKING_NO, SALEPERSON, SALES_NOTE, DELIV_ADDRESS
  4. Click [OK] button of Screen 3 of 3. DONE !
  CONGRATULATIONS!  YOU HAVE JUST CREATED THE MEMBER COLLABORATION LIST FOR TRACKING ORDER IN JUST 2 STEPS.
 
THE RESULT OF MEMBER COLLABORATION LIST TRACKING ORDER FOR INVOICE 169

Member logins, click on left menu = Order_Tracking. The list displays.


Picture: The List of Order_Tracking.

- Member knows what date the shipping will arrive, the shipped date, the tracking number, the sales notes, the delivery address. If any question, this member can click on email icon to send email to the Sales Person. A peace of mind for both member and Sales Staff. It saves time. Customer Service is better.
NOTE: You can add more fields into the invoice database, such as field = DELIVERY_NOTE. Then update with member the status of shipping.
 
MEMBER COLLABORATION  LIST APPLICATION

• To use  Member Collaboration List, make sure the listing table has EMAIL field. And Member has relation 1-to-Many with List. Which means each member has at least 1  records.
- Because EMAIL is used as login ID for that member. List uses EMAIL to distinguish private records of each members. For example, in ORDER HISTORY LIST, each member has email field in table x_invoice in order to know which invoice is belonging to whom. Therefore, when the member with email = john@hotmail.com login, the List will list all invoices that has John's email.
 
 There are many applications of Member Collaboration List:
• Use List to list all promotions or coupons of each member. Member logins will receive his/her coupon or promotion.
-  For example, you create a table named tbl_coupon. Make sure this table has EMAIL field. Then you enter different coupon for different members. Then select what fields or Member Collaboration Attributes you want to display. When member logins will see his own coupon. If you want to promote some thing for all members, then use Broadcast.

• Use List to setup ORDER TRACKING,  which is listing invoices of table x_invoice the fields like ETA, DATE_SHIP, SHIPPING_PRIORITY,  TRACKING_NO...  for each member to view.

• Use List to list any thing in any table that you want each member to view.
 
CONCLUSION

• List Order History and List Order Tracking are the most important Member Collaborations. To design the List of Order History, List of Tracking Order is not easy task if you are non-web skills, or web designer. But myNet.Office has designed for easy to use, in such an easy way that you can do it by yourself. 
 


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