Welcome Kit Order

Welcome Kit Order allows you to maintain the welcome kit details issued to the client.

Following is the tab under Welcome Kit Order.

• Profile

To add Welcome Kit Order Settings

1. Access Admin menu, click Secure Stationary, then Welcome Kit Order. The system will display the Welcome Kit Order - Search screen. The list of all the Welcome Kits if any in Aura will be displayed.

   

2. Click Add. New Welcome Kit Order -- Profile (1/2) page will be displayed.

3. Provide Description for the Welcome Kit Order.

4. Select Client type from the available predefined drop-down list.

5. Select Client account product from the available predefined drop-down list.

6. Select Currency from the available drop-down list.

7. Enter Number of kits ordered.

8. Select the Box for Kit content if you want cheque Book along with the kit.

9. Select Number of leaves per book from the available preshipped drop-down list for the cheque book.

10. Click Next. New Welcome Kit Order -- Confirmation (2/2) page appears.

    

11. Click Finish. Welcome Kit Order Maintenance page will appear with all the added details. Note: Profile tab will be displayed by default.

    

    Functions: Add, Search, Edit, Delete, Approve.

Note: On click of Finish, Welcome Kit Order is created, displaying Status as Pending.

Profile

Profile tab, which is the default tab in Welcome Kit Order screen, shows the basic details of the Welcome Kit.

A sample of Profile tab is shown below:

To View / Edit Profile.

1. Access Welcome Kit Order page, by default Profile tab will be displayed.

To edit Profile,

2. Click Edit. Edit Profile page is displayed.

   

   Note: All fields are editable.

3. Click Save. Profile tab appears with the edited details.

   

   Function: Edit, Delete, Approve

Note: The same has to be approved by a user other than the one who created the record. Once approved, the status will change to Approved.

Function: Edit, Delete, Approve

The additional fields available are:

• Status field denotes the status of the record.

• Added field denotes the date on which the record was added.

• Added by field denotes the name of the user who created the record.

• Approved field denotes date on which the record was approved and is displayed only on approval.

• Approved by field denotes name of the user who approved the record and is displayed only on approval.