[
  {
    "Add alternative addresses to a job": "in this video, i am going to demonstrate how to add alternative addresses to a job in blind matrix. this feature helps you to add an alternative address for appointments, invoices, worksheet, purchase orders and so on. start by clicking all jobs in the navigation bar to access the all jobs page. next, click on the job for which you want to add the alternative address. then click on the alternative address option at the right bottom corner and click on show more to expand. choose the report type or appointment you want to update, then click on alternative delivery address to add the desired address. select the preferred alternative address from the drop-down menu if it already exists or add a new one by selecting add additional address. finally, enter the contact details and the new address information, then click on save. select the newly added address from the drop-down and click on save. i hope this video has provided you a clear demonstration of how to add an alternative addresses to a job in blind matrix. thanks for contacting blind matrix."
  },
  {
    "Add views and customize columns in the 'All jobs' page": "i'll guide you on how to add views and customize columns in the all jobs page within blind matrix. let's get started. this functionality helps you to customize columns in unlimited options based on modules such as jobs, contacts, products, tasks, and appointments. to get started, navigate to the all jobs section located in the top left corner of your screen. next, on the all jobs page click the drop-down menu in the top right corner, then choose add view. then, in the add view pop-up, input the view name in the view name field. next, choose the desired module drop-down menu to create the view. then, select column headings from the available columns section and organize them by dragging and dropping under selected columns. this allows you to create a customized view with the columns of your choice. next, to organize your view, you can check the checkbox at the top right corner of the main page labeled to create a separate tab. next, to create a sub view, simply check the box labeled sub view. then, select the module for the sub view from the nearby drop-down menu. next, choose column headings from the available sub columns section and rearrange them by dragging and dropping under selected sub columns. finally, click the save option and your view will be successfully saved, appearing on the all jobs page. additionally, you can view the sub column under each job by clicking on the drop-down."
  },
  {
    "Adding Appointment type": "this video demonstrates the process of adding an appointment type in blind matrix. let's begin. with this feature, blind matrix users now have the ability to categorise appointments based on the specific roles of each staff member, such as sales representatives, installers, admin, and production staff. to get started, click on the settings icon in the navigation bar to access the settings page. navigate to the calendar settings section where you locate the appointment types option. click on it to continue. proceed by clicking the plus at appointment type, but then located within the appointment type section. you can now define the appointment types name in colour, assign users, and then click on save to confirm your selections. the appointment type you just created will now be visible in the list."
  },
  {
    "Adding Job status": "this video will demonstrate how to add a job status within blind matrix. let's dive right in. with this feature, blind matrix users can keep tabs on a job's progression from its initial lead stage all the way through to its successful completion. to begin, just click on the settings icon located in the navigation bar to access the settings page. in the status section within the settings page, choose jobstatus. now, let's continue by clicking on the plus and new status option. you have the option to add job statuses separately for both the quote and order modules. within the quoting process module, input the preferred job status name, select a color, and don't forget to save your modifications. moving on to the order process module, enter the job status name, pick a color, and complete the procedure by clicking the save button. the job status has been added successfully for both the quoting and order processes, and you can now see them in the jobstatus tab."
  },
  {
    "Adding Order status": "in this instructional video, i will guide you through the process of adding an order status in blind matrix. so, without further ado, let's begin. this feature enables blind matrix users to define and input current order statuses, thereby enhancing production and manufacturing tracking. to get started, navigate to the settings page by clicking on the settings icon situated in the navigation bar. within the status tab on the settings page, select order status. now, let's continue by clicking on plus at new status. next, input the desired order status name, select a color and don't forget to save your changes. your newly added order status is now successfully included and can be located in the order status tab."
  },
  {
    "Adding a product or component supplier": "i'll demonstrate how to add product and component suppliers in blind matrix. let's get started. this functionality helps you to manage and track the entire supply chain, optimize inventory management, and ensure a smooth flow of goods. to begin, navigate to the contacts page by selecting contacts from the more drop-down menu in the navigation bar. then, proceed to the supplier section on the contacts page. next, navigate to the upper right corner of the contacts page. click on the plus add drop-down and select supplier from the options provided. then, proceed to fill in the required supplier details in the add new supplier pop-up and save the information by clicking the save button. finally, the newly added suppliers are now displayed on the contacts page under the supplier section."
  },
  {
    "Adding different types of notes": "in this video, i'll guide you on creating various types of notes and adding them into a job. let's get started. this functionality helps blind matrix users to customise the notes section and understand the different types of notes to bring more visibility to a job. to begin, access the settings page by clicking on the settings icon situated in the navigation bar. now, within the settings section, select the status tab. next, click on manual notes type within the status page. now, input the notes type and click on save. to access added notes, click on any job, then select plus notes in the notes section. explore note types in the types drop down menu. afterward, fill in the fields for date, time, description and attachments if applicable. then, click the save button to save the notes and they will be successfully added to the job."
  },
  {
    "Adding filters to the All jobs page": "in this video, i will show you how to add filters to all jobs page in blind matrix. let's get started. this feature benefits you to enhance efficiency by customizing job searches. simplifies your workflow, save time, and easily find relevant information for better decision making and managing various jobs. to begin, access the all jobs page by clicking on the all jobs situated in the navigation bar. then, navigate to filter icon within all jobs section and use search bar to find a filter option. next, opt for the filter option, choose the subfilter and click the apply filter button to visualize the applied filter. next, after applying the filter, click on the save button to save the filter on the page. then, to include the saved filter as a new view, access the save drop-down button. select save as new, specify a view name, choose the desired columns to add, and finally, click on the save option. you can now access the newly added filter view in the list of views."
  },
  {
    "Configure and set default email address": "i'll demonstrate how to configure your email and set up a default email address in blind matrix. let's begin! this functionality saves time by populating email addresses automatically, ensuring accurate email delivery for reports and order status updates. to get started, open the settings page by clicking on the settings icon in the navigation bar. on the settings page, navigate to the communication tab and select email settings. following that, click on the plus add new email option situated in the lower right corner. begin by choosing a username and entering your email address. enable the display of the email in the from, to cc and bcc lists and click save. afterward, click on click to confirm to initiate the verification process. then enter the code and click confirm to finish the verification process. to set the verified email as default option for from, to cc and bcc lists, activate the respective options. i hope this video has provided a clear guide on configuring email and setting up default email addresses in blind matrix. thank you for contacting blind matrix."
  },
  {
    "Copy product in a job": "i'll demonstrate how to copy product within a job in blind matrix. let's get started. this functionality helps users to copy a product within a job, minimizing the need for manual entries. to get started, navigate to the all jobs section on the navigation bar to access the jobs page. on the all jobs page, select the order you wish to edit and click on it to open the order page. afterward, on the order page, choose the product you wish to copy, then click on the three dots and select copy. the copied product will now display it in a pop-up window for any necessary changes or modifications. click save to save the modified product. once done, ensure to click save again to update the entire order."
  },
  {
    "Creating a new Job": "in this video, i will show you how to create a new job in blind matrix. let's get started. blind matrix enables digital orders, minimizing errors, offering real-time tracking, convenience, historical data storage, and reduced manual work. access the job page by clicking on the plus icon in the navigation bar, then choose plus job. add the contact details manually or search for existing contact using search bar. click on save after the contact details are filled. proceed to click on add product dropdown to select a product to add. click on save after filling out the form to add the product. you can also copy and edit line items to save manpower and click save to create a job with a unique reference number. i hope this video provides a clearer understanding of how to create a new job. contact us for more information. thank you for choosing blind matrix."
  },
  {
    "Customise invoice prefix sequence": "i'll demonstrate how to modify invoice numbers within blind matrix. let's get started. this functionality helps the users to align and modify existing invoice sequence. to get started, click on the settings icon in the navigation bar to access the settings page. navigate to the invoice and tax option located within the system settings section and proceed by clicking on it. afterward, select the invoice info section. continue by inputting the custom invoice prefix and setting the starting sequence number."
  },
  {
    "Different types of sales tax setup": "in this video, i'll show you the process of setting up different sales taxes in blind matrix. let's dive in. this feature helps blind matrix users to apply taxes to a job, including standard, zip code specific and product specific options. access the settings page by clicking on the settings icon found in the navigation bar. now, under the system settings section, select invoice and tax. in the invoice and tax section, you will encounter various tax options, including standard, zip code and product. to introduce a new tax rate, just click the plus add new tax rate button. begin by entering the tax display name, percentage and relevant description. click save, then proceed to input other tax rates. make sure to provide all the necessary information, and then select save to incorporate the tax rates. you can access the newly added tax rate by going to the job page and finding it within the price detail section."
  },
  {
    "Home Creations": "in this instructional video,  the process of creating a manual order, generating worksheets and labels efficiently in blind matrix. let's dive in. this feature allows blind matrix users to effortlessly add products and seamlessly generate worksheets and labels. to start, go to .software.login and securely log in with your credentials to access the blind matrix platform. after securely logging in with your credentials, you can create a new job by clicking the plus symbol in the menu bar and selecting the job option. when creating a new job, you'll navigate to the contact page. here, choose to search for an existing contact or input new customer details and save. after saving, the job is created, assigned a unique reference number indicating successful creation. to proceed by choosing, add product to include products in the job. complete product details by filling in parameters, then click save to finish. to add a similar product with different measurements, click the three dots beside the item, then select copy. this duplicates the product as a new line item. after adding line items, click save. you can then find newly created orders conveniently located in the new orders view. to generate a batch worksheet, pick the relevant jobs, then select worksheet from the reports drop-down menu. in the worksheet report pop-up, choose split product. from the drop-down list, select the desired products and click generate to complete the process. in completion, the system generates the order pick list report for your reference. for label generation, choose labels from the drop-down menu and utilize the print option for further processing."
  },
  {
    "How to Import and Export contacts": "i'll demonstrate how to import and export contacts in blind matrix. let's get started! this functionality helps you save time, reduce errors in manual data entry, and keep the system accurate with up to date contact information. it also allows for creating external backups through exporting. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, go to the action drop-down in the upper right corner of the contacts page where you can find import and export options available. next, to import choose import from the options provided. then, on the import contacts pop-up, opt for download sample format file to get the template for entering contact details for system import. next, use the browse option to upload the file and then click update to start the process of importing the file. then, following the file upload, you can now view the imported contacts on the contacts page. moreover, you have the flexibility to display them in list or grid format by selecting the preferred option in the top right corner. next, to export choose export from the options provided in the contacts page under action drop-down. finally, you can view the exported contacts on the excel sheet."
  },
  {
    "How to Integrate Google Calendar": "the process of integrating google calendar with blind matrix. let's get started! this functionality allows for automatic syncing of events and appointments, reducing manual effort and minimizing errors for a more efficient scheduling process. to start, click on the profile icon in the top right corner of the screen and select addons and connections from the drop-down menu. next, to integrate google calendar with blind matrix, click on the by option within the google calendar integration. then, click on the add user with g calendar option in the bottom right corner to link the existing user's google calendar account with blind matrix and select the user from the list. next, click on allow to choose the google account that should be integrated. then, choose a google account and click on continue to proceed further. next, click on allow to integrate your google account with blind matrix after thoroughly reviewing the disclaimer listed. finally, the added google account will now appear listed on the integration page. i hope this video has given you a clear understanding of how to integrate google calendar with blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add a new product": "i'll guide you on how to add a new product within blind matrix. let's get started. this feature makes it easier to add new products to the system and connect them with online ordering, mobile apps, workroom tools, edi, and e-commerce platforms. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. then, proceed by selecting add new product to initiate the creation of a new product. then, navigate to the general info page where you will input the product name. choose the product category from the drop-down menu, enter the product code, and provide any other necessary details. click on save and next button to proceed further. next, you can choose to enable or disable permissions for the product. determining whether it appears in modules such as online ordering, mobile app, workroom, and job transfers. then, you also have the option to change the unit of measurement to mm, cm, m, or inches. after making your selection, click next and save to proceed. next, in the form setup page, within the fields and values table view, select the add new field option to include additional fields necessary for the product. for instance, for a roller product, you can include parameters such as supplier, width, drop, control type, roll direction, and several others. then, for each field name, a corresponding field type must be selected. for the quantity field, as numeric values will be entered, the appropriate field type should be set as numeric. there's an option available to toggle the product's visibility, allowing it to be shown or hidden when adding products from either the job section or the online portal. next, for the room field, the field type will be text since it allows for typing the location freely. as for the operation type field, the field type will be list, enabling us to select the product type from a predefined list presented in the drop-down menu. then, each field can be designated as mandatory to ensure that all required details are provided when adding a product to a job. i believe this video provides a comprehensive guide on how to create a new product within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add a payment method": "i'll guide you on how to add different payments methods in blind matrix. let's begin! this functionality helps you to take payments in unlimited options, such as debit cards, credit cards, amics, paypal, stripe, and many other options. to start with, click on the settings icon in the navigation bar to access the settings page. next, navigate to the system settings section within the settings page and locate the price setup option. then, select payment method and then click on add a new payment method located in the upper right corner. next, enter a payment method and specify whether the additional surcharge fee is a fixed amount or a percentage. finally, input the specific additional amount to be added or deducted from the total. then, click the save button. after adding payment methods, you can choose one as the default using the set as default option."
  },
  {
    "How to add a payment to a job": "i'll guide you on how to add payments to a job in blind matrix. let's get started. this functionality helps you to add and track payments for each job or line item within blind matrix. to begin with, click on the all job section in the upper left corner of the navigation bar. next, double-click on the job from the list where you want to input payment information. to continue with, locate the payments section on the right side of the page and then click on the plus payments icon. additionally, select the appropriate payment method, specify the payment date, choose the payment type, and enter the payment received for the job. furthermore, you have the option to include additional details in the notes section located at the bottom. finally, after recording the received amount for the job, the remaining balance will be displayed for better clarity. i hope this video has provided you with a clear explanation of how to add payments to a job in blind matrix. thank you for contacting blind matrix."
  },
  {
    "How to add alternative addresses to a job": "how to add alternative addresses to a job in blind matrix. let's get started. this feature allows you to add alternative addresses for appointments, invoices, and delivery for multiple contacts within a job. to begin with click on all jobs in the navigation bar to open the all jobs page. next, select the specific job for which you want to add an alternative address. then, navigate to the contact info section and click on additional contacts in the right corner to expand the options. then, select the alternative address from the available contacts added, or you can also add an additional contact using the search bar to include in the job. then, once the alternative address is chosen, click save to apply the changes to the job. finally, you can generate reports to view the selected addresses included in the job reports. i hope this video has provided you a clear demonstration of how to add alternative addresses to a job in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add an account in BlindMatrix": "we will show you how to add an account in blind matrix. let's get started! this functionality centralizes all customer-related data, including contact details, purchase history, preferences, and interactions, making it easily accessible and well-organized. begin by clicking on the plus icon in the navigation bar, then select add account to proceed. then, in the add new account pop-up, choose the account type and click next to continue. next, enter the company name, address, and contact details in the provided fields, then click save to save your changes. finally, the newly added account will appear under the accounts column on the contacts page."
  },
  {
    "How to add an additional parameter to the option or fabric material layout": "we will show you how to add an additional parameter to the option or fabric material layout. let's get started. this functionality allows you to easily add and manage custom fields across the product configuration for options and materials layouts. to begin with, click on settings icon located at the top right corner of the screen. next, click on the field types option under product configuration and click on any one of the option name. then, click on the new fields option to choose the fields available and it can be added to the options by dragging and dropping the options available. next, click on unused fields option to check the unused options. then, click on add new section option to add a new form on which new options can be added from the list. in the list of options, the materials field types will have two options to add which includes fabrics and colors based on which new options can be added."
  },
  {
    "How to add bulk payments for a customer": "i'll demonstrate how to add bulk payments for a customer in blind matrix. let's begin. this functionality provides clearer visibility in financial records by displaying over payments and their current status. to begin with, click on the all jobs section in the upper left corner of the navigation bar. next, click on the job from the list where you want to input payment information. next, go to the invoice and payments option and click on add payment to record a payment for the customer. then, in the invoice number field, choose payment on account from the drop-down to apply a bulk payment. next, select the payment type and to the payment amount, choose the payment method and set the date. finally, click on save to save the payment, which can later be allocated to the customer's future invoices. i hope this video offers a comprehensive guide on how to add bulk payments for a customer in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add check list": "in this video, i will guide you on adding checklist in blind matrix. let's get started. this feature allows you to create personalized to-do lists and ensure your sales reps or installers doesn't forget anything. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. then on the settings page, navigate to the calendar settings tab and select checklist. next, select plus new checklist on the checklist page. finally, in the add checklist pop-up window, input the checklist name, provide a description, choose a group from the drop-down, set the status to either on or off and click on save to store the checklist."
  },
  {
    "How to add commission to a job": "how to add commission to a job in blind matrix. let's get started. this functionality enables seamless commission setting and management for orders, automating tracking and payment processes for easier administration. to begin with, click on the all jobs page on the navigation bar. next, select a job to add commission for the entire order and navigate to the price detail section on the right-hand side. next, click show more to display comprehensive pricing information. then, locate the commission header and from the drop-down menu, choose the required commission from the list of options. finally, click save to apply the changes."
  },
  {
    "How to add customer-specific sales taxes in contacts": "in this tutorial  how to add customer-specific sales taxes in contacts within blind matrix. let's get started. this feature allows to set different sales taxes for each customer, considering factors like location or special agreements, ensuring accurate invoicing with customer-specific tax regulations. to start, select the more option from the navigation bar, then choose contacts from the drop-down menu to access all the contact details added into blind matrix. next, locate the customer contact to whom the sales tax should be added, then click on the dotted icon on the right. then navigate to the pricing tab and click on it. next, within the pricing tab, check the checkbox next to the customer-specific vat rate option to input the sales tax for that particular customer. finally enter the sales tax on the text field. i believe this video provides a more comprehensive guide on how to add customer-specific sales tax in contacts within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add delivery costs in application setup": "we will show you how to add delivery costs in the application setup within blind matrix. let's get started. this functionality allows you to quickly set default delivery costs for all transactions with minimal effort. to begin with, click on the settings icon in the navigation bar to access the settings page. then under company setting, select application setup and go to job form setup page. next, select any one of the existing types of costs from the drop down to be added to the job form in the default delivery cost in the job form option."
  },
  {
    "How to add email templates": "the process of adding email templates in blind matrix. so, let's get started. this feature helps you to minimize manual effort and reduce the chance of overlooking important communication. to get started, click on the settings icon in the navigation bar to access the settings page. then, under communication tab, click on email template option to create a new template. next, click on plus new template at the right bottom corner of your screen to add another template. then, in the next page, add the template name and description at the top of the screen. next, utilize the appearance and content options to format and customize the email template according to your preferences. then, use the structures section to add blank boxes as needed from the content column. next, to add content like text, images, or buttons, you can either hover over the drop content here area and click the corresponding icons, or you can drag and drop options from the block section under the content tab on the left into the drop content here box on the right. then, modify the template using the appearance column on the left side. here, you can adjust font styles, sizes, colors, padding, and spacing. additionally, use general settings to adjust message width, alignment, and text padding. furthermore, customize font style, line spacing, font color, and size using the heading section. similarly, you can change the button appearance, including text, color, spacing, and padding using the button section. next, to ensure the email template looks good on mobile devices, use the mobile formatting to make the necessary adjustments. finally, after editing the email template as required, click the save button to preserve the changes made to the template. i hope this video has provided you a clear demonstration of how to add a new customized email template into the blind matrix system. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add fabrics and colors to a product": "in this tutorial  how to add fabrics and colors to a product in blind matrix. let's get started! this functionality enables easy addition and customization of fabrics and colors, linking them to different price groups as needed. to begin with, click on the settings icon in the navigation bar to access the settings page. then under product configuration, select products. next, choose the product to which you wanted to add fabrics and click on it. next, proceed by clicking on form setup and then select materials to add fabrics to the chosen product. then, click on add new material button at the top right. next, in the materials fabrics pop-up window, enter the fabric name, fabric code, description and select the fabric supplier using the available drop-down options. then, click on save to save the fabric. next, if you wish to include color option to the fabric click on add color. then on the materials colors pop-up window enter the color name, color code, color image or customer notes of applicable and lastly click on save."
  },
  {
    "How to add five decimal points to production output": "in this video,  the process of adding five decimal points to the production output in blind matrix. let's get started. this functionality provides greater accuracy, particularly in areas where even small variations can make a big difference. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option and choose the product. next, navigate to the recipe setup section and click on the recipe name and then click production to view the production formulas. next, click on the formula name for which you want to display five decimal points in the production output finally. select the required number of decimal points from the drop-down and it will be reflected in the production output. i hope this video provides a clear guide on how to add five decimal points in the production output within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add markups for fabric and options": "i will demonstrate how to add markups for fabrics and options globally and individually within blind matrix. this functionality simplifies the pricing process, reduces manual errors, and gives you the ability to make data-driven pricing decisions for each product or category. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. next, click on the 3 dotted icon on the top right corner and choose bulk update. next, go to the options section and select the supplier name from the drop-down list for which the global markup needs to be added. next, choose the desired options from the list and proceed to click on bulk update. next, to add a global markup for fabrics, navigate to the materials option. from there, select the product category, supplier name, and product name from the drop-down list. then, choose the desired fabric name from the list and click on bulk update. next, input the global markups based on the customer type and click on update to apply the markups. to add markup individually for a fabric and colors, open a product for which you want to make the desired changes and go to form setup and click on materials. next, click on the fabric name and color to switch the button beside color has price. then, input the markup you want for domestic, contract, and trade customer types. finally, click on save to apply the changes. i believe this video provides a comprehensive guide on global markup for fabrics and options within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add multiple contacts in a job form (1)": "we will guide you through the process of adding multiple contacts to a job form in blind matrix. let's get started. this functionality allows you to quickly add and update multiple contacts for each job, customize addresses for different contacts, and keep all your contact details organized and up to date. to begin with, navigate to the all jobs page in the navigation bar to access the all jobs page. next, select a job for which you want to add multiple contacts. then, click on the contact info tab and then select the additional contact box in the top right corner. next, in the add additional contact search bar, find and add the contact you want to add from the list. then, repeat this process to add multiple contacts. if you need to add a new contact, click the add new contact button into the contact details and search the new contact to add to the job. finally, click save to save the contact details. the added contacts will now be visible on the jobs contact info page. i believe this video offers a comprehensive guide on adding multiple contacts to a job form in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add multiple contacts in a job form": "we will show you how to add multiple contacts to a job form in blind matrix. let's get started. this functionality allows you to quickly add and update multiple contacts for each job, customize addresses for different contacts, and keep all your contact details organized and up to date. to begin with, click on the all jobs page on the navigation bar. next, select a job for which you want to add multiple contacts. then, click on the contact info tab and then select the additional contact box in the top right corner. next, in the add additional contact search bar, find and add the contact you want to add from the list. then, repeat this process to add multiple contacts. if you need to add a new contact, click the add new contact button into the contact details and search the new contact to add to the job. finally, click save to save the contact details. the added contacts will now be visible on the jobs contact info page. i believe this video provides a thorough guide on how to add multiple contacts to a job form in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add options": "i'll show you how to incorporate an option for a product in blind matrix. let's begin. this feature provides the easiest method to add multiple options within the fields for a product. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. then, on the products page, select the particular product to which you intend to add option within the fields. next, proceed to the form setup section and click on materials option and go to the options section. then, click on the add new options tab and select the desired field name under which the option should be added. finally, provide the option name and fill in the required details such as minimum width and drop, supplier details, and price groups. i believe this video provides a comprehensive guide on how to add an option for a product in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add payment to a customer account": "how to add payment to a customer account in blind matrix. let's get started. this functionality allows the available balance to be utilized for future orders instead of being linked to a specific order. to begin with, click on the all jobs section in the upper left corner of the navigation bar. next, double-click on the job from the list where you want to input payment information. then, locate the invoice and payments section on the right side of the page, then click on the add payment option to open the add payment pop-up screen. next, in the invoice number field, select payment on account option to allocate the payment on the customer account directly."
  },
  {
    "How to add payment types": "i'll show how to add a payment type into blind matrix. let's begin. this functionality helps you add payments in unlimited options such as deposit, intermediate, and final payments. to begin with, click on the settings icon in the navigation bar to access the settings page. next, navigate to the system settings section within the settings page and locate the price setup option. then, select payment types and then click on add a new payment type located in the upper right corner. finally, input the payment type in the enter the new payment field and then click save. after adding payment types, you can choose one as the default by using the set as default option. i hope this video has provided you with a clear explanation of how to add a payment method in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add recipient emails for email campaigns": "in this video,  the process of manually adding recipient emails for sending email campaigns in blind matrix. let's begin. this functionality helps you to quickly target individuals outside your existing lists, allowing emails to be sent to new or specific contacts without relying on automated processes. to get started, click on the more drop-down menu in the navigation bar and selecting email campaigns. then, click on the create email campaign option to start a new campaign. next, in the campaign name section, enter the name and add a description if needed. make sure to save each steps. then, in the from section, enter the sender name and email address and save the changes. next, add the subject line for the campaign. then, click on add more recipients and in the add more recipients pop up, you can add emails by either uploading a contact file or entering the emails manually. next, to add emails manually, click on the add additional email option to enter the email directly into the table. then, enter the email address, first name and last name. clicking the plus icon on the left side will add another row to enter additional details. finally, check the box to confirm that these contacts have given consent to receive emails from training and click save. i hope this video offers a comprehensive guide on how to manually add recipient emails for sending email campaigns within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to add stock and view stock deduction - Made with Clipchamp": ""
  },
  {
    "How to add stock and view stock deduction": "in this video, we'll demonstrate how to add stock and view stock deductions in blind matrix. let's get started. first, to enable stock management, navigate to the settings page. click on version setup, then enable the stock level and workroom modules. next, on the settings page, click on job status, and configure the job status in the order process to ensure stock is deducted when the status is updated. now, go to the products section and add a new product. be sure to set the cost price to come from the bom, bill of materials, to calculate stock accurately. then, proceed to add fabric details and then once added the fabric proceed to add the color details. then once added after adding the color, click add stock and proceed to input the stock details and click save to apply the changes and then proceed with linking the fabric and color to the respective price band. next, click on recipe setup, then click on production and select the fabric quantity from the list to add the deduction formula for stock and click save to save the changes. once added the product proceed to add the necessary components to the product. in this video, we demonstrate three different component types with length as chain, with set as bracket covers and with each as metal pull. note to save each component while adding them to the product. once you've added all the components, proceed to add stock by selecting each component and clicking add stock. under the option has stock column to add stock details to the components in the product. next, go back to recipe setup, click on production and then proceed to include the production formulas for the added components with length as chain, set as bracket covers and each as metal pulls to calculate stock. after entering formulas, click validate and save the formulas. to check stock levels and deductions, click on more and select stock level. here you can see the stock count for the added fabrics and components as well as any stock deductions. finally, create a job, enter the customer details and proceed to add the product rollers bom to the job by selecting the fabric, color and extra components to view the stock calculation in the production tab. finally, change the job status to order and save the job for the stock to get deducted. to see the stock deductions, revisit this stock level page and review the deducted stock. we hope this video provides a comprehensive guide on how to add stock and view stock deductions in blind matrix. thank you for choosing blind matrix"
  },
  {
    "How to add tasks": "in this video, i am going to demonstrate how to add tasks in blind matrix. this feature helps you to add an important task to the dedicated user at the particular date and time. to begin with, open the homepage and click on the plus icon at the top right corner. next, from the list choose plus task option to add a new task. in the upcoming box, choose the date and time for the task, assign it to a user, set a reminder if needed and specify the task status. on the right side of the same box, add the job slash contact and provide the description for the task. lastly, after filling all the desired details, click on the save option. i hope this video has provided you a clear demonstration of how to add task in blind matrix. thanks for contacting blind matrix."
  },
  {
    "How to add terms and conditions": "in this video, i will guide you on adding terms and conditions in blind matrix. let's get started. this feature helps you create clear and standard agreements, ensuring that everyone understands their rights, duties, and the terms that govern their interactions. to begin, navigate to the settings page using the settings icon in the navigation bar. next, access the company settings tab and select terms and conditions. then, go to the terms and conditions page, find general terms and payment terms. to add terms to reports, select general terms and click plus add new terms. next, in the add new terms pop-up, input the terms name, provide a description, and click save to save the conditions. then, after adding general terms, proceed to payment terms. select the relevant customer type for associated terms. next, in the edit new terms pop-up for the chosen customer type, contract, input the description, and click save to save the condition. finally, review and edit the added terms under both general terms and payments terms sections."
  },
  {
    "How to allocate overpayments to invoices": "we'll show you how to allocate overpayments to invoices within blind matrix. let's get started. this functionality provides flexibility in managing customer accounts by allowing overpayments to be applied to upcoming invoices. to begin with, click on the all jobs section in the upper left corner of the navigation bar. next, select the jobs for which you want to allocate an overpayment that was previously added to the customer account. then, go to the invoice and payments section to allocate the payment to the invoices. next, click on the add payment option to open the allocate payment pop-up screen. then, enter the amount to be allocated for the invoice in the text box. this will display the allocated payment, the remaining balance on the account, and any outstanding amounts for the invoice. finally, click on allocate to complete the process. i hope this video offers a comprehensive guide on allocating overpayments to invoices within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to apply markup in the online portal": "in this video, i'll demonstrate how to apply a markup in the blind matrix online portal. let's dive in. this functionality allows you to apply markups to products for trade customers. to get started, log into the online ordering portal and click the settings icon in the top right corner of the navigation bar. next, in the general settings section, go to the product markup option, then search for the product name and enter the markup percentage in the price markup percentage field next to the product name. next, to apply markup to multiple products, select the products and click the bulk update option in the top right corner. then, enter the markup value and click save to apply the changes. i hope this video serves as a comprehensive guide on how to add a markup in the blind matrix online portal. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to attach a file to an email when sending a report": "in this tutorial  how to attach files to emails while sending reports in blind matrix. let's get started. this functionality allows for the inclusion of important documents, such as reports, invoices, and worksheets. to begin with, click on the all jobs in the navigation bar to access the jobs. next, select the job to which you want to send an email report. then, in the job page click on the select report button and choose the report you want to send. next, on the report page, click on send email button and choose the desired report format to be sent via email. then, on the email options pop up window, enter the from to cc, bcc, subject and message. next, select email template from the template dropdown available. then, click on the upload here button to add any attachments to the email from the device. finally, click on send button to send the email to customer."
  },
  {
    "How to automatically update fields": "i'll guide you on how to change fields in blind matrix using automation. let's begin! this functionality enables the minimization of errors by automatically determining actions based on payments, appointments, and reports. to get started, just click on the settings icon in the navigation bar to access the settings page. within the automation tab in the settings page, proceed to select automation rules. following that, click on the plus create new rule option in the upper right corner. to proceed, input the rule name, choose create or edit and pick instant in the activity section. moreover, in the action section, pick the preferred automated action. pick the status from the select drop-down and specify the desired change. finally, in the trigger slash s section, use the when and change to menus to precisely choose the event and the desired status change and click save."
  },
  {
    "How to change calendar views": "i'll walk you through how to view appointments using different modes of the calendar for a specific week or month and for a particular user. this feature allows you to quickly check appointments using various calendar modes for specific weeks or months and individual users, making scheduling an organization easier. to begin, access the calendar page by clicking on calendar in the navigation bar. next, locate the four view options in the top right corner. next, select day view to see appointments for the current day, week view for the entire week and work week view for work days excluding weekends. and select month view to visualize all appointments for the entire month. then click the arrow next to the filter by staff option located on the left side of the calendar page to access a list of user's names. finally, choose a specific user from the list to view their appointments for the day, week, work week or month view. i trust that this guide has given you a comprehensive understanding of the various views and how to view appointments for a specific user within the calendar of blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to configure SMS automation": "i'll demonstrate how to configure text message automation within blind matrix. let's begin. this feature helps you to send important information, promotions, or updates via text messages triggered by appointments and job statuses created within blind matrix. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, click on automation rules under automation tab. then, click on the create new rule to add a new automation to the sms. begin by entering a rule name and selecting create or edit. choose instant for immediate sms delivery and choose send sms from the drop-down menu along with the template to be included in the sms. click save to save the automation. then, select a trigger based on status changes such as job, order, appointment, or payment updates to automatically initiate sms delivery. click save to confirm your selections. next, if you want to send an appointment reminder on the day of the appointment or earlier, choose scheduled. then, select send sms and select the required template. specify the preferred time and choose an appointment type to automatically send an sms when the specific appointment is scheduled. finally, click save."
  },
  {
    "How to configure default options in the production tab": "how to set up default options in production tab within blind matrix. let's get started. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option. next, select the product for which default options should be assigned based on product selection and click on form setup. default options for the production tab will be listed in a separate field, allowing formulas to be applied. to create a new recipe, select the required fields from the form setup section. click create new recipe and enter a name for the recipe. for existing recipes, navigate to the recipe setup section and click on the recipe name and then click production to create a formula that defines which default options should be displayed based on specific product selections. click add new formula to create a formula. input the formula to calculate values based on the selections. bottom bar can be selected from the available fields and based on the selected field, the available options will be displayed. these fields and options can then be inserted to create formulas. based on the formula, if the bottom bar is selected as either eclipse noso with different fabric or eclipse noso, the noso end caps plastic white option will automatically appear in the production tab."
  },
  {
    "How to configure email automation": "i'll demonstrate how to configure email automation in blind matrix. let's begin! this feature helps you to send emails at the right time, minimizing manual effort and reducing the chance of overlooking important communication. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, click on automation rules under automation tab. then, click on the create new rule to add a new automation to the email. begin by entering a rule name and selecting create or edit. choose instant for immediate email delivery and choose send email from the drop-down menu. next, click on email template and select a template from the drop-down. enter the required from and to email addresses manually or choose the option from the drop-down. lastly, click save to enable the trigger option. then, select a trigger based on status changes, such as job, order, appointment, or payment updates, to automatically initiate email delivery. click save to confirm your selections. next, if you want to send an appointment reminder on the day of the appointment or earlier, choose scheduled. then, select send email and select the required template. then, put the email address and specify the preferred time and choose an appointment type to automatically send an email when the specific appointment is scheduled. finally, click save."
  },
  {
    "How to configure session timeout for online trade portal users": "in this video,  the process of setting up session timeout for the online trade portal in blind matrix. let's get started. this functionality ensures that only active, authenticated users can access the trade portal, helping to minimize the risk of unauthorized access. to get started, click the settings icon in the navigation bar to open the settings page. next, under online ordering setup section, click on the online ordering setup option. next, on the general settings page, scroll down to session timeout and click the drop-down menu. then, choose a timing from the available options to automatically log out trade users based on the selected duration. i hope this video has provided a clear demonstration of how to set up session timeouts for online trade portal users in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to configure stock deduction based on job status": "i'll walk you through the steps to configure stock deduction based on job status in blind matrix. let's get started. this functionality automatically updates stock levels, helping track material usage and enhancing planning for future orders. to get started, navigate to the settings page by clicking on the settings icon situated in the navigation bar. within the status tab on the settings page, select job status. then, within the order process section, go to deduct stock column and tick the checkboxes next to the job statuses. next, based on the selections made, once the job status changes from quote to any other selected job status, the stock will be deducted only once, even if the status is changed again to any of the selected job statuses that trigger stock deduction. i hope this video has given you a clear overview of how to set up stock deduction based on job status in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a BOM (Bill of materials) product": "i'll walk you through the process of setting up a bom, bill of materials, product and blind matrix. let's begin! this feature allows you to view all the raw materials required to manufacture a product while providing clear visibility of stock availability and accurate inventory tracking. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. next, click on add new product and, in the general info page, enter the product name, select the product category from the drop-down, input the product code, and set cost price comes from as bom and selling price comes from as bom plus markup to manage prices from stock. then, click save and next to proceed. then, all default options for the production tab will appear in a separate field named stock, where formulas can be applied. next, to add a new option, click on the drop-down, then the three dotted icon. then, select add new option and enter the option name, select the supplier, and enable the option has stock toggle button. next, add details like unit type, carton quantity, and check the stock consumption box to enable stock detection. then, click save to add the option. next, to add existing options, click on use existing option from the drop-down, select the available options, and click link option to add them under the stock field. then, to create a new recipe, select the required fields or options and click create new recipe. next, a warning pop-up will appear, click yes to proceed. then, on the create new recipe pop-up, enter the recipe name and click done. next, after creating the recipe, the page will redirect to the recipe setup screen. the standard recipe is set as the system default. then, locate the newly added recipe and set it as the default by selecting the default option. next, to configure formulas for production, click on the recipe name and then select production. then, click add new formula to create a formula. input the formula to calculate values based on the selections. bottom bar can be selected from the available fields, and based on the selected field, available options will be displayed. these fields and options can then be inserted to create formulas. based on the formula, if the bottom bar is selected as either eclipse noso with different fabric or eclipse noso, the noso end-caps plastic white option will automatically appear in the production tab. i believe this video provides a comprehensive guide on how to create a new product within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a customer": "i'll walk you through the process of creating a new customer contact in blind matrix. let's dive in. this functionality of creating a customer contact in blind matrix facilitates the identification of customer types, whether domestic or trade, and ensures quick access to customer information. to get started, click on the plus icon in the top right corner for detailed options. then, select the account option to add a new customer contact. once selected, choose the desired customer type from the drop-down list and click next to proceed. next, input all the required contact information for the customers and click save to update the contact details. i hope this video has given you a clear understanding of the process for adding a customer contact in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a manual order and generating worksheets_labels": "in this instructional video,  the process of creating a manual order, generating worksheets and labels efficiently in blind matrix. let's dive in. this feature enables blind matrix users to easily add products and seamlessly generate worksheets and labels. to start, go to .software slash login and securely log in with your credentials to access the blind matrix platform. then, after securely logging in with your credentials, you can create a new job by clicking the plus symbol in the menu bar and selecting the job option. next, when creating a new job, you'll navigate to the contact info page. here, choose to search for an existing contact or input new customer details and save. then, after saving, the job is created, assigned a unique reference number indicating successful creation. next, proceed by choosing add product to include products in the job. then, complete product details by filling in parameters, then click save to finish. next, to add a similar product with different measurements, click the three dots beside the item, then select copy. this duplicates the product as a new line item. then, after adding line items, click save. next, you can then find newly created orders conveniently located in the all jobs page. next, to generate a batch worksheet, pick the relevant jobs, then select worksheet from the reports drop-down menu. then, in the worksheet report pop-up, choose split product. from the drop-down list, select the desired products and click generate to complete the process. then, upon completion, the system generates the order pick list report for your reference. finally, for label generation, choose labels from the drop-down menu and utilize the print option for further processing."
  },
  {
    "How to create a new job within an existing job": "in this video, i'll show you how to create a new job within an existing job in blind matrix. let's get started! this functionality accelerates the job creation process by reusing existing customer information, minimizing manual data entry and saving time. to begin with, navigate to the all jobs page in the navigation bar to access the all jobs page. next, open the existing job of a specific customer or account to whom you want to create another new job. next, within the job page click on the 3 dotted icon on the top right corner. then, choose create new job option from the drop-down to create a new job for the same customer account without entering the customer details manually. i hope this video offers a clear guide on how to create a new job within an existing job in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a new manual note type": "in this video, i'll show you how to create a new manual note type in blind matrix. let's get started. this feature lets users create custom note types that fit their specific needs, making communication clearer among employees. to begin, access the settings page by clicking on the settings icon situated in the navigation bar. next, click on the job status option under the status module. then, navigate to the manual notes type section and click on add new notes type to add a new notes type manually. next, input the notes type and click on save. i hope this video serves as a thorough guide for creating a new manual note type in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a new targeted audience for sending email campaigns": "in this video,  the steps to create a new targeted audience for sending email campaigns in blind matrix. let's get started! this functionality allows you to target the right audience, ensuring that promotions or updates are relevant to their specific purchases. to get started, click on the more drop-down menu in the navigation bar and selecting email campaigns. next, navigate to the target audience section and click on the create new target audience button in the top right corner. then, click on create audience, enter the audience title and description and save your changes. next, in the add more audience section, you can add emails by uploading a contact file or choosing contacts from the database. then, to upload contacts as a file, select upload contacts and click on add emails to upload csv or xlsx format files containing the email addresses. next, map the columns from your uploaded file to the corresponding fields in the system. then, check the box to confirm that these contacts have given consent to receive emails from training. next, if you choose the choose contacts or jobs from database option, set the conditions to fetch email addresses. then, click apply conditions to retrieve the email list. next, the number of emails loaded can be viewed by clicking on total emails option in the right side or in the email list section for reference. finally, click save to apply the changes and save the audience information page to create the new targeted audience. i hope this video offers a clear and detailed guide on creating a new targeted audience for email campaigns in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create a recipe": "in this video, i'll walk you through the process of creating a recipe in blind matrix. let's begin. this functionality helps you to customize formulas and rules, streamlining product configuration for efficient and personalized management. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option. next, select the product for which you wish to add a recipe and click on form setup. to create a new recipe, select the required fields from the form setup section. click create new recipe, then, by taking this action, a warning pop-up will appear, proceed by clicking yes. and enter a name for the recipe and then click done. after adding the recipe, the page will redirect to the recipe setup screen, where the standard recipe is set as the system default. find the newly added recipe and set it as the default by selecting the default option."
  },
  {
    "How to create an appointment for existing jobs": "the steps to create an appointment in blind matrix. let's begin! this functionality provides a clear overview of your sales representatives and installers, making it easier to schedule appointments efficiently. to start, click on calendar in the navigation bar to open the calendar page. next, click on add new appointment to create a new appointment. to locate an existing contact, utilize the search bar and enter the customer's name or job reference number. once the contact details are auto-populated, choose the appointment type, staff, date and time. finally, click on save to store the appointment on the calendar. i hope this video provides a clear and detailed guide on creating an appointment in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create customized user fields": "the process of creating customized user fields. let's begin. this feature allows you to create various types of user fields, including text, drop-down, date, and number linked with different modules. to begin with, click on settings icon located at the top right corner of the screen. click on field settings under customization forms. in the following page, click on user defined settings from the left column. next, click on plus add new at the right bottom of the screen. then, in the following pop-up, enter the name in the field name and select the required option from the drop-down 4-field type and module type. next, to make the filed as a mandatory one, click on the off button which will make it a mandatory one. finally, click on the save option to save the user defined field which is newly created. i hope this video has provided you a clear demonstration of how to create customized user fields. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create roles": "the process of creating roles in blind matrix. let's begin! this feature helps you to create various roles based on which the permissions to access the system can be customized. to begin, go to the settings page by clicking the settings icon in the navigation bar. proceed by clicking on users and roles under system settings. then, go to the permission level tab and click on add new roll in the right bottom corner. fill in the required name in the permission level name box and description box at the top. click all modules in the left column, then select categories by checking the boxes to grant user access to all the modules or disable the check boxes not to give access to specific modules. the user will have access to the checked boxes based on the created role. finally, click on the save option at the bottom right corner to save the new role created. i hope this video has provided you a clear demonstration of how to create roles in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create split invoices": "how to create a split invoice for jobs in blind matrix. let's get started. this functionality enables the creation of multiple invoices for a single job, offering a clearer overview of build amounts and outstanding balances while ensuring accurate tax compliance for partial payments. begin by navigating to the all jobs page in the navigation bar. next, select the jobs for which you want to create split invoices. then, if the job status is not invoiced, change it to invoiced. this will open a pop-up window set to full invoice by default. if you want to invoice the entire job, click the create button. otherwise, click the toggle button labeled split invoice. next, when creating a split invoice, you have two options. you can invoice based on product quantities or a percentage value for the job. to generate an itemized invoice, select the quantity radio button, which will enable the invoice quantity column, allowing you to generate an invoice for items based on the quantity you enter. then, to split the invoice by percentage or a fixed amount, click on the total radio button. this will provide a field where you can enter the fixed or percentage value you want to invoice. the invoice value will then be generated based on your entry. next, after creating the invoice, the system will generate an invoice report and it can be viewed by clicking view report. you can then email this report to the customer. this way, multiple invoices can be generated for a single job."
  },
  {
    "How to create text messaging templates": "in this video, i'll show you how to create text messaging templates in blind matrix. let's begin! the ability to add text message templates in blind matrix provides a user-friendly way to customize messages based on job statuses, order statuses, and appointments. to get started, click on the settings icon in the navigation bar to access the settings page. within the communication tab, choose the sms template option and click on add new template to create a new template. next, input the required details like template name, subject, and signature. then, compose the message in the text box, incorporating information related to specific jobs, appointments, and payments from the drop-down. ensure to enable the status to use the template and then click save. i believe this video has provided you with a clear understanding of the process for adding text messaging template in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create user-defined fields in the form layout": "we will show you how to create user-defined fields in the form layout. let's get started. this functionality allows you to easily personalize user fields across various modules such as tasks, appointments, and accounting transfers, enabling manual data input and text, drop-down options, dates, and numeric formats. to begin with, click on settings icon located at the top right corner of the screen. next, in the settings page click on field settings under customization forms. in the next page click on user to find fields on the left column and click on plus add new. then in the add new user field pop up, enter the field name and select the field type from the drop-down list. finally, select the module type from the drop-down for which you are adding the user defined field, switch the button to on to make it a mandatory field and click on save. the added user defined field will be coming up on the selected module page. i hope this video provides a comprehensive guide on how to create user-defined fields in the form layout. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create views for submitted and unsubmitted orders for trade users": "in this video, i'll show you how to create views for submitted and unsubmitted orders for trade users in the blind matrix online ordering portal. let's get started! this feature lets you create custom views to display only the important job information, making it easier to track the progress and status of jobs submitted in the online portal. to get started, click on the settings icon in the navigation bar to access the settings page. then, under online ordering setup, select the online ordering setup option. then, within the general settings, go to the module permission section to create views for submitted and unsubmitted jobs in the online portal. next, ensure the permissions are enabled to add views for those two modules in the portal. then, click on the drop down next to the toggle button to choose the views that the trade customer can see in the submitted and unsubmitted order sections. select one or more views from the available options in the drop down for both submitted and unsubmitted jobs. i hope this video offers a thorough guide on creating views for submitted and unsubmitted orders for trade users in the online ordering portal within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to create views in All Jobs page": "i'll guide you on how to create different views in all jobs page within blind matrix. let's get started. this functionality enables users to customize job order views based on job status, priority, customer type or product. to get started, navigate to the all jobs section located in the top left corner of your screen. next, in the all jobs page, click the drop down menu in the top right corner, then choose add view. next, in the add view pop-up, input the view name in the view name field. next, choose the desired module drop-down menu to create the view. then, to continue, select column headings from the available columns section and organize them by dragging and dropping under selected columns. this allows you to create a customized view with the columns of your choice. additionally, to organize your view, you can check the check box at the top right corner of the main page labeled to create a separate tab. next, to create a sub view, simply check the box labeled sub view. then, select the module for the sub view from the nearby drop down menu. then, choose column headings from the available sub columns section and rearrange them by dragging and dropping under selected sub columns. finally, to finish the process, click the save option and your view will be successfully saved, appearing on the all jobs page."
  },
  {
    "How to customize modules": "the process of customizing modules. let's begin! this functionality allows the creation of different layouts within customized modules, including job default, accounts, leads-slash-customer, and supplier. to begin with, click on settings icon located at the top right corner of the screen. click on the modules option under the customization forms section. in the following page, go to the job section and click on plus new layout to add a new module. next, select the layout from the select layout drop-down and click on next. in the next page, select the parameters which you want to come up for that module under contact info section. you can also click on the three dots to mark that field as required for specific customer type as well. then select the fields for job info section and also mark the one required using three dots. you can also add some additional information by choosing the same from the bottom. click on the save option to save the module. i hope this video has provided you a clear demonstration of how to customize modules. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to customize the reports around your business": "in this video, i am going to demonstrate how to customize the reports around your business and blind matrix. this functionality helps you to customize different reports in one go, according to your business requirements. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, click on the report and templates under reports setup. next, choose reports spec for products from the left column of the upcoming page. then, select the product name from the drop-down product, name 4 which the report needs to be modified. next, choose the report which you would like to modify and uncheck the box which you do not want to appear on the report. finally, if the box is unchecked the same will not come up on the report and vice versa. i hope this video has provided you a clear demonstration on how customized the reports around your business and blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to do bulk update of the customer discounts for each products": "how to do bulk update of the customer discounts for each product. let's get started. this functionality helps you to update customer discounts for various customer types, such as domestic, contract, and trade across different products and their price tables. to begin with, click on the more option in the navigation bar and click on contacts. next, on the contacts page, navigate to accounts to update discounts for customer accounts. then, click on bulk update. next, select the contact type from the menu. then, pick the product category you wish to update in bulk from the choices listed in the left column. then, select the product and the price group from the drop-down list and click on apply filter. next, contacts based on the filters will be displayed on the right. additionally, you can customize the product list by including company name, first name, last name, product, price group, options, shadow type, and discount using the menu accessible via the three lines icon located at the top right corner. finally, enter the discount percent in the bottom right and click bulk update. the added product discount will apply to all selected contacts."
  },
  {
    "How to edit the sales tax for each product": "the steps on how to edit the sales tax for each product in blind matrix. let's get started. this functionality helps you to see exactly how much sales tax is linked to each product in a job. to get started, click on the settings icon located in the navigation bar to access the settings page. next, navigate to the price setup within the system settings section from the menu options provided. now on the price setup page, within the general section, choose enable from the drop-down menu for the show tax on job item option. so, once you've enabled the show tax on line item, proceed to the all job section and select a job that includes multiple products in a job. within that job, select the specific product for which you want to display the sales tax information. upon your selection, the sales tax amount will be visible in the price details section."
  },
  {
    "How to enable or disable specific products for a customer in the desktop and online portal": "we will walk you through how to enable or disable specific products for customers in both the desktop and online portal within blind matrix. let's get started. this feature simplifies the product selection process by showing customers only the relevant products, making it easier for them to find exactly what they need. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, go to the accounts section and select the account for which products need to be enabled or disabled in both the desktop and online portal. then, go to the product configure section and click on the product enable or disable option. next, tick the checkboxes next to enable all products for desktop to enable all the products available for the account on the desktop. then, tick the checkbox next to enable all products for online ordering to enable all the products available for the account in the online portal. next, if you want to enable specific products, select those products from the desktop and online ordering sections. only the selected products will be displayed for the contacts within that account. i hope this video provides a thorough guide on enabling or disabling specific products for customers in the blind matrix desktop and online portal. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to export appointments": "i'll demonstrate how to export appointments in blind matrix. let's get started. this functionality enables you to conveniently access your blind matrix appointments in other systems, seamlessly integrate them into your existing software, or utilize them offline. to begin with, select calendar on the navigation bar. then on the calendar page, choose your desired view and click on the three dots in the top right corner and select export. next, in the export appointment pop-up, choose a date and time, then click export. finally, the exported appointment file is now downloaded as excel file."
  },
  {
    "How to force log off a user": "i will demonstrate how to force log-off a user in blind matrix. let's begin! this functionality allows you to maintain security bridge, privacy, and also establish control over the portal. to begin with, click on the settings icon at the top right corner of the home screen. next, click on users and rolls under system settings section. in the next tab, click on the login slash logout activity column. then, in the next window, go to currently logged in users, which displays the list of users currently logged into the system. finally, select the user you wish to log out and click on the logout option located to the right of the user name. this action will force the user to log out of the portal."
  },
  {
    "How to generate batch reports from All Jobs": "in this tutorial  how to generate batch reports from all jobs page in blind matrix. let's get started! this functionality enables you to easily create, view, and manage batch reports with straightforward options to print, save, and email, thereby enhancing work efficiency. to begin with, click on the all jobs page on the navigation bar. then, select the jobs for which you want to generate a batch report. next, click on the reports drop-down button in the top right corner and choose the desired report from the list. then, in the invoice report pop-up window, select the report type, consolidated jobs or split customers, and click generate report. next, on the report page, you can view the jobs listed sequentially. finally, you have options to print, save, and email the reports, as well as convert them to any available formats from the drop-down menu."
  },
  {
    "How to generate multi-version quotations": "i'll walk you through the steps to create multi-version quotations in blind matrix. let's begin! this feature allows you to offer alternative quotes at different price points, ensuring they align with your customers' needs and preferences. begin by clicking on the all job section from the navigation bar. select an existing job or create a new one to generate multi-version quotations. next, by default, q1 will be the initial version. to create a new version, click the 3.icon on the right side and choose new version quotation option. then, the newly created version will appear as q2. you can rename it by clicking the edit icon and save the changes. next, any version can be marked as accepted by clicking the tick icon while the job status remains in the quoting process. a pop-up will appear and click on yes to accept the selected quotation. if the job status changed from quoting process to ordering process after a version is accepted, creating a new version or accepting another version is no longer possible. attempting to do so will prompt a message suggesting the creation of a new job. then, only the accepted version can be modified or updated. other versions will be locked for changes. next, when generating an invoice, it will be automatically generated based on the accepted version. payments can then be processed against this invoice. i hope this video provides a clear guide on creating multi-version quotations within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to generate worksheet for a job": "how to generate worksheet for a job in blind matrix. let's get started! this functionality enables efficient management of job worksheets, batch processing, and label generation, ensuring standardized manufacturing instructions for consistent quality across production batches. to begin with, click on the all jobs page on the navigation bar. next, select a job to which you wanted to generate a worksheet and click on it. then, on the job page, click on worksheet on the top right of the page. next, in the worksheet report pop-up, choose entire job to generate a worksheet for the entire job. alternatively, click on products to access a drop-down list of products, allowing you to select a specific product for generating the worksheet if the job includes multiple products. lastly, click on generate report to proceed. then, upon completion, the system generates the order pick list report for your reference. utilize the print button to print the worksheet, the save button to download it, and the send email button to email the report with available format in the drop-down option. finally, for label generation, choose labels from the select drop-down menu and click submit to generate the label which can be printed using print option."
  },
  {
    "How to global edit a job": "i'll demonstrate how to global edit a job in blind matrix. let's get started. this functionality helps you to simplify your job editing process by efficiently making bulk edits to orders, saving time and enhancing productivity. to begin, access the all jobs page by clicking on the all jobs situated in the navigation bar. next, on the all jobs page, select the order you wish to edit and click on it to open the order page. then, proceed to the order page and click on the global edit button located next to the three dots. then, on the global edit page, choose the desired product from the list to make edits to the corresponding order. next, once you've chosen the product, click on the product and select edit products to proceed. then, in the following global edit page, input the desired modifications and click on update fields to apply the changes to the order. finally, select save to preserve the changes made to the order."
  },
  {
    "How to import and edit line items globally": "how to import and edit line items globally within blind matrix. let's get started. this functionality allows you to identify and resolve issues before uploading, enabling a thorough review and correction in one step. to begin with, click on the all jobs section in the upper left corner of the navigation bar. next, double-click on the job from the list from which you want to import line items. then, click on the 3.icon in the top right corner and choose import. next, to get the sample format, click the download icon in the import order item popup. after editing the file without changing the format, browse to the updated file and click upload to add the line items from the file to the job. then, a popup will appear stating, order item imported successfully. finally, click on save to apply and save the updates made to the job. i hope this video provides a thorough guide on importing and globally editing line items within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to import and export accounts": "i will show you how to import and export accounts in blind matrix. let's get started. this feature allows for effective management of a large volume of customer information, ensuring that profiles remain up to date across all systems. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, go to the accounts section and click on action drop-down in the upper right corner of the accounts page where you can find import and export options available. next, to import, choose import from the options provided. then, on the import accounts pop-up, opt for download sample format file to get the template for entering account details for system import. next, use the browse option to upload the file and then click update to start the process of importing the file. then, following the file upload, you can now view the imported accounts on the accounts page. next, to export, choose export from the options provided in the accounts page under action drop-down. finally, you can view the exported accounts on the excel sheet. i hope this video provides a thorough guide on how to import and export accounts in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to import and export components in options & materials": "in this tutorial  how import and export components in options and materials in blind matrix. let's get started. this functionality lets you manage your options and materials efficiently by exporting and importing files in excel format. it simplifies the process of updating and organizing your product configurations. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the options and materials option. next, in the all options section, click on the three dots in the top right corner and select the export option. the exported file will be downloaded in an excel format. then, to import options, select the import option. download the sample file from the import options pop-up to update the import file. only this format is allowed for import into the system. next, click on browse, add the import file you worked on and click the upload button to import the attached files. the imported components will be visible under the all options section. then, go to all materials and click on the three dots in the top right corner to import or export the files. finally, the imported fabrics will be visible under the all materials section."
  },
  {
    "How to import and export price tables": "how to import and export price tables in blind matrix. let's get started. this functionality enables you to efficiently manage price tables by importing and exporting them in excel format, ensuring that your product pricing remains up to date and accurate. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option. next, select the product for which you want to import or export the price tables. then, go to form setup and click on materials. then, under the materials tab, click on price tables. next, select the supplier from the drop-down menu and click on the three dots in the top right corner. then, to export the price table, click on export. the file with price tables will be downloaded in excel format. next, to import the price table, select the import option. download the sample file from the import options pop-up to update the details in imported file. only this format is allowed for import into the system. then, click on browse to add the import file you worked on and click the upload button to import the file. finally, the imported price table will be visible under the price table section. click save to save the changes."
  },
  {
    "How to link products with a group": "we'll show you how to link products with a group in blind matrix. let's get started! this functionality helps you organize products into groups, making it easier to manage and locate related products. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option and choose the product that you want to link to a product group. then, in the general info page, navigate to the product group section and click on the drop-down menu. from there, select an existing group to link the product to that group. to create a new group, click on the add new product group option. next, enter the group name and select the products to be linked to that group. next, go to the product page and choose product grouping view to view the group in ungrouped products. the products that are not grouped will be listed under ungrouped products, while grouped products will appear under their respective group names. to expand the group, click on the plus icon. i hope this video has provided you with a clear demonstration of how to link products to a group in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to merge accounts": "i'll show you how to merge accounts in blind matrix. let's get started! this feature removes duplicate accounts by combining two into one, bringing all important information together for easier access and management. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, go to the accounts section and select the accounts to be merged. then, click on action drop-down in the upper right corner of the accounts page where you can find merge option. next, to merge the selected accounts, choose merge from the options provided. next, in the account merge pop-up, choose the primary record and then select the fields to integrate into that primary record. click on save to merge the accounts. then, after clicking save, an alert pop-up will appear stating, are you sure you want to merge the account, including the orders? next, clicking yes will display a success pop-up confirming that the accounts have been merged. clicking council will prevent the merging of accounts. note, to merge two accounts, both account types must be the same. otherwise, an error pop-up will appear stating, the account type for the selected rows should be the same. i hope this video gives you a clear guide on how to merge accounts in blind matrix. thank you for choosing blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to merge contacts": "i'll demonstrate how to merge contacts in blind matrix. let's get started. this functionality merges the same information, makes data more accurate, and sorts contacts to make communication and management easier. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, select the contacts you want to merge. then, go to the action drop-down in the upper right corner of the contacts page. finally, proceed to click merge button to merge the contacts. note that all the records including orders will be merged. once the merge is completed, you are unable to retrieve the previous account reference with orders."
  },
  {
    "How to modify dashlets format or layout": "i'll show you how to customize the format of dashlets in blind matrix. let's get started. this feature enables users to conveniently customize dashboards by filtering and grouping data. to start, select the edit icon located at the top right corner of the dashboard to adjust the formats. next, navigate to the visualization section, where you can select from various formatting options to represent the data included in the dashboard. next, choose the conditions on the filter section to have the selected data included on the dashboard. then, choose the formatting options from the drop-down menu to specify how the data will be added to the dashboard, and you can also adjust colors for each data point. next, you can set the x-axis range to automatic or customize it as needed. select automatic to use the default starting range of zero, or choose the custom option to specify the minimum and maximum range. next, you can adjust various aspects of the text, including fonts, font size, font style, and font color to create an attractive layout. next, in the label section option, select inside to display the details inside the dashboard board, or choose outside to display the details outside the dashboard. then, in the label text option, select value to display the data as values, name to display the data as respective names, and percentage to display the data as percentages. finally, you can adjust the positioning of values on the dashboard to top, middle, or bottom for easier viewing using the marker option."
  },
  {
    "How to override prices and apply discounts for jobs": "in this video, i will guide you on how to override prices and apply discounts for a job in blind matrix. let's get started. this functionality helps you to override different prices such as cost, net and gross. it also lets you apply discounts either as a percentage or a fixed value, to specific products within a job or the entire job. to begin, access the all jobs page by clicking on the all jobs situated in the navigation bar. next, choose a job to review its associated products. then adjust the discount value and percentage using two options, per product or for the entire job. next, to override the net and gross prices for individual products, open the job, double-click on the specific product, choose net override from the drop-down on the right side and enter the override amount for adjusting the net price. then select gross override, enter the override amount to adjust the gross price, and finally click save to apply the changes. next, to override both net and gross prices for the entire job, go to the price details section at the right hand side. click show more to reveal detailed pricing information. under the override price header, select net override from the drop-down menu to input the override amount for adjusting the net price. additionally, choose gross override to input the override amount for adjusting the gross price. next, to give a discount to the entire order, go to the price details on the right. click show more, find override price, and pick discount by value to enter the discount amount or choose discount by percentage to enter the discount percentage. next, to give a discount to individual product, pick any product in the job. on the right, find the price details, and in override price, choose discount by value for a specific discount amount or discount by percentage for a percentage discount on that product. finally, choosing the discount value option enables you to replace the price with a specified discount value, while the discount percentage option allows you to substitute the price with a specified discount percentage."
  },
  {
    "How to perform a bulk status change on All jobs": "how to perform a bulk status change on all jobs in blind matrix. let's get started. this functionality allows you to quickly update the status of multiple jobs simultaneously, along with other details such as dates and terms, helping you keep your job list current and organized. to begin with, click on the all jobs page on the navigation bar. then, select the jobs for which you want to update the status. next, click on update field to open a new pop-up window. then, in the update fields pop-up, choose job status or order status for the status update, then select the desired status from the available options. next, click the update button to apply the status change to the selected jobs. finally, the updated job statuses will be visible on the all jobs page. additionally, you can also update other details such as due dates, order dates, and terms if needed."
  },
  {
    "How to place a customer account on hold": "we will walk you through the steps to place a customer account on hold within blind matrix. let's begin. this functionality prevents new jobs from being added, allowing time to resolve any outstanding customer issues before proceeding with further tasks. to begin with, select the more option from the navigation bar, then choose contacts from the drop-down menu to access all the contact details added into blind matrix. next, in the account section locate the customer account which should be kept on hold and click on the account to open the account details. then, enable the on hold toggle to prevent job placements for that specific account while it is on hold and click on save to apply the changes. next, if you try to place a job for an account on hold, a pop-up will appear stating, the account is currently on hold. would you like to override this and continue placing a job? finally, click on yes to add a job by overriding it or cancel the process. i hope this video provides a thorough guide on how to place a customer account on hold within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to process partial payments in the online ordering portal": "in this video, i'll demonstrate how to process partial payments in the online ordering portal within blind matrix. let's begin! this functionality enables customers to pay a portion of their invoice amount upfront, offering flexibility in making payments. to start, navigate to the settings page by clicking on the settings icon located in the navigation bar. next, click on payment configuration under company settings. then, on the payment gateways, click on the drop-down menu and ensure that both the customer invoice option and the online portal option are enabled. this will allow the payno option to be displayed on the invoices in the portal. next, after adding a job in the online portal, generate the invoice by clicking on the trade customer report and selecting invoice. once the invoice is generated, there will be a green-colored button named paynow. click on the pay now button, then select the payment method and partial payment option to enter a specific amount to pay. next, click on proceed to pay to enter the card details. finally, enter the card details and click pay option to make the payment. i hope this video has provided you a clear demonstration of how to process partial payments in the online ordering portal in blind matrix. thank you for contacting blind matrix. contact us for more information."
  },
  {
    "How to reset a user's password": "the steps to reset a user's password in blind matrix. let's get started. this functionality minimizes user downtime and reduces dependence on technical support for password resets. to begin with, click on the settings icon at the top right corner of the home screen. next, click on users and rolls under system settings section. then, click on the user name and click on the reset button, then in the reset password pop up, enter the new password and confirm it. next, save the changes and click on update to apply the changes. i believe this video has provided you with a clear understanding of how to reset a user's password in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to restrict cost price visibility in the mobile app": "how to restrict cost-priced visibility in the mobile app within blind matrix. let's get started. this functionality protects sensitive cost information, ensuring that only authorized users can access it. to begin with, click on the settings icon at the top right corner of the home screen. next, click on users and rolls under system settings section. then, click on the user name and scroll down to the show cost price in mobile section. next, choose disable to restrict permission to the users to view cost price in the mobile app. thank you for choosing blind matrix. contact us for more information. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to set default unit of measurements": "i'll demonstrate how to set default unit of measurements in blind matrix. let's get started. this feature makes it easy for users to create orders in their preferred units of measurement. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, on the settings page, navigate to the company settings tab and select application setup. then, go to the job form setup tab within the application setup page and click on it. next, within the job form setup, locate unit of measurement in the bottom of the page and click on view list. then, in the view list pop-up window, select a unit type from the list, mn, cm, m, inches and check the default button to designate the unit as the default. finally, to review the modifications, open an order and click on add new product, where you can observe the newly added default unit type."
  },
  {
    "How to set up rules for products": "i'll walk you through the steps to set up product rules in blind matrix. let's begin. this functionality simplifies the ordering process by automatically selecting the appropriate products and components according to predefined rules. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option. next, select the product for which you wish to add a rule and click on recipe setup. next, click on recipe name and then click rules to create a rule that defines which default options should be displayed based on specific product selections. then, click add new rule to create a rule. provide a rule name and select the appropriate assigned field from the drop-down menu. this is the field the rule will apply to. in the formula tab, start writing the rule using an if-else condition. begin the condition with if and insert the field you want to use as the condition. for instance, if the product width exceeds 1000, the 40mm tube size will be automatically selected and displayed in the assigned field. next, click on validate to check for errors and validate the rule. click save to save the rule. to ensure the field works strictly based on the rule, no need to take the checkbox. this will gray out the field, preventing any edits to the options. if the checkbox is ticked, the default options can be modified as needed. i hope this video provides a clear and detailed explanation of how to add rules for products in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup Colors for Appointment type and Staff in calendar": "how to set up colors for appointment types and staff in the calendar. let's get started! this functionality helps you manage time more effectively by offering a clear, color-coded overview of the calendar. to begin with, click on the settings icon in the navigation bar to access the settings page. next, to set up color for appointment type, select appointment types under calendar settings. then, click on the appointment type to which you wish to change color. next, on the edit appointment type pop-up click on the color code to change the color and click on save to save the changes. next, to set up color for staff select users and roles under system settings. then, click on the staff name for whom you wish to change color. next, on the edit username pop-up click on the color code to change the color and click on update to save the changes. then, click on calendar in the navigation bar to access the calendar page. finally, go to filter by appointment and filter by staff to view the colors added for the appointment types and staffs."
  },
  {
    "How to setup Stripe - Paypal payments": "how to set up stripe and paypal payments in blind matrix. let's get started. this functionality offers secure and flexible payment options to your customers, providing multiple payment choices and reducing transaction times. to begin with click on the setting icon in the navigation bar to access the settings page and click on payment configuration under company settings to proceed. then enter the published key and secret key to connect stripe or paypal and click on connect button to connect the payment. next, to enable the payment method in reports and online portal, switch the on off toggle button. then, to make an online payment login to the online ordering portal and access the all jobs page. then, click on submitted orders in the all jobs page. next, select an order to make a payment. on the order page, click on the pay now button on the right side under the trade price tab. then, proceed to choose between stripe or paypal and click the proceed button. for stripe, first, fill out your email and card details. then, click the pay button to make the payment. for paypal, click the paypal button to proceed to the paypal login page. next, log into your paypal account and complete the payment. if you don't have a paypal account, click on pay with credit or debit card, then enter your card details. and finally, click the pay now button to make the payment. to view the paid amount, go to blind matrix and search for the job reference in the all jobs page. then, in the order page, click on the invoice and payments section to view the received amount. finally, click on the show more button to view the payment details in detail."
  },
  {
    "How to setup a delivery cost": "i'll show you how to set up a delivery cost. let's get started. this functionality allows you to quickly set up delivery costs based on different account types, such as retail, contract, dealer, builder, and e-commerce. to get started, click on the settings icon located at the right top corner of your screen. next, click on delivery slash fitting setup under system settings section. then, in the next window, click on plus add new shipping at the right bottom corner of the screen. next, enter the delivery cost, select the category, add description, select the account type for the delivery cost all adjacent to the mentioned fields. finally, click on the save button at the end to save the delivery cost. the delivery cost can be set as a default one by clicking the on button. i hope this video has provided you a clear demonstration of how to set a delivery cost as a default one. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup a price table for a particular supplier": "i will demonstrate how to set up a price table for a supplier in blind matrix. let's get started. this functionality offers clear and transparent information regarding the pricing of products supplied by the specified supplier. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, navigate to the product configuration section in the settings page and choose products. then, on the products page, select the particular product to which you intend to add a supplier along with a price table. next, proceed to the form setup section and click on materials option and select the price table option. next, select the existing supplier name from the drop-down menu to add a price table, then click on add slash link product. finally, click on edit price icon to add a price table name and save it to update the pricing details."
  },
  {
    "How to setup a run for calendar appointments": "i will show you how to set up a run for calendar appointments in blind matrix. let's get started! this functionality streamlines calendar appointments by organizing each section according to specific user groups or regions, making it easier to manage and track schedules. to begin with, click on the settings icon in the navigation bar to access the settings page. then, click on the calendar setup option within calendar settings. next, in the following page, click on calendar slot setup and then click on add run option. next, in the adjacent tab, input a name in the run name box and choose the days you want to add in the days of the week box. then, select the run name you've generated and in the adjacent column, choose add postcode to include the post codes that will be associated with this run. finally, choose manage users and assign the particular user by clicking on plus icon associated for the run. then, click on the save option. i hope this video provides a clear and detailed guide on setting up a run for calendar appointments in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup automation for due dates": "the process of setting up automation for due dates. let's begin. this functionality allows automatic data adjustments based on predefined actions within a specified time frame. to begin with, click on the settings icon located at the right top corner of your screen. go to automation rules under automation tab. click on plus create new rule in the next page. then, enter a rule name in the enter rule name box for the new automation to be created. next, in the activity section, choose create or edit and then choose instant from the options provided. in the action section, select calculate production due date from the drop-down. then, select when the due date needs to be calculated from the drop-down with the required value from the when and is drop-down lists. click the plus icon and select the necessary options from the and and is drop-down menus until the calculate due from section appears. then, select the required date which needs to be changed and choose the required option from which the date needs to be calculated. enter the required number of days which is to be kept for due dates and click on save. next, in the trigger section, select when the required due date needs to be changed along with the trigger from the drop-down. of the when and is section. finally, click on the save option to save the automation for the due date. i hope this video has provided you a clear demonstration of how to set automation for due dates. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup automation for tasks": "i'll demonstrate how to set up automation for tasks in blind matrix. let's begin. this functionality helps you to minimize errors by automatically assigning tasks to users to avoid repetitive and time-consuming processes. to get started, access the settings page by clicking on the settings icon situated in the navigation bar. next, click on automation rules under automation tab. then, click on the create new rule to add a new automation to the task. next, to initiate, enter the name of the automation in the enter rule name tab. then, choose create or edit in the activity section and select anyone from instant or scheduled. next, in the action section, select add task and choose the user to whom you wish to assign the task. then, enter the additional text in the description box. next, in the trigger part, say what you want to switch and also mention the new choice you want instead. finally, press the save option located at the bottom right corner of the screen to save the automation. i hope this video has provided you a clear demonstration of how to automate a task in blind matrix. thank you for contacting blind matrix. contact us for more information."
  },
  {
    "How to setup default stock component for a BOM product": "hi sarah. good morning. this is ramiya here from buen matrix. so in this video, i'm going to demonstrate you how to set up a default stock component for a bill of material product. okay. so let's get started. so i'm just added a new product called test bom for you to demonstrate. so i've set up this product as a normal bom product where cost price comes from bom selling price comes from bom plus markup as a default once. so in the form setup, i've just added a normal parameters which we usually use it for other products as well. so here for a default as a default component, i've added a parameter called bom and my default component would be in caps. so this is the default component which i would like to add it to this product whenever this product has been added to a job. and i've added this ncap to be default based on the component which i chose from the extras which is bottom right. so whenever i chose bottom right under extras for this test bom product, ncaps will be a default component which is getting added to my protection area. so when it comes to my default component, i've hidden this from the job form page. so this will be shown only on the production area, production page when extras bottom right is selected. okay. so now i'll let me i'll let you know how i have set this up. so initially under extras, i've added a component called bottom right. so i've given a cost price for it. so which is option has a price. i've given five five as a cost price which is at the pricing time price per meter width. okay. so next i've done this. i've enabled this option has a stock button. so only when i enable this, i be particular component will be getting detected from this talk as well as i would be getting this particular component on the production area in order to create a formula. okay. so once i've enabled the stock and i've entered the current entity and length everything, i'm just saving this. so once that has been saved, i'm just adding another component which is which is named as a bom parameter name as bom and i've added a component called ncaps. so ncap should be my default component every time i choose bottom right and cap should be defaultly added automatically added without even me choosing it. so i'm adding this ncap component, same i'm giving up price for it which is unit cost is four and pricing type is a fixed one. okay. so once i've given this, i need to give option has stock enabled. once i've given option has stock enabled, i'm going to give it once i've enabled this. this is the main part which i need to do in order for this particular component to be selected as a default option in the product which is stock consumption. only if the stock consumption is checked, this particular product will be defaultly added as per the production rules setup. okay. so i've given the stock consumption has checked and i've saved it. so now that i've created the components, i've created all the parameters. now i'm going to link this so that whenever i chose bottom right i'll be getting ncap as a default one in order to do that. i may need to go to the recipe setup. so in the recipe setup, i can see the options have added which is bottom right and the ncaps. and for you to know, only when option has stock is enabled for these components. it will be showing in the production area where we can able to add the formulas or the rule or we can able to set up any rules if neither. only then it will be appearing on that particular page to create a formula. if option has stock is not being enabled, the added components will not be showing in the production area. so now that i've added bottom right and ncap, i'm going to give a condition to them to make it as a default component to be selected. in order to do that, i'm just looking on the production and here as i told you, i'm having bottom right and ncaps available over here. so that i can able to write down the formula. so initially i'm going to the bottom right. so bottom right has been set up price per meter with and the unique cost was given as five. so here, i'm writing a formula for bottom right which is width into quantity and i've given the output in meters. so based on the width, the formula will be calculating the width into the number of quantity of the product and we'll be getting a value over there. and when it comes to ncaps, as i've wanted ncaps to be defaulted chosen when bottom right is selected, i'm writing down this formula which is if under extra bottom right is chosen, i need quantity into two. okay, so here i've set up the formula as quantity, the output is quantity because ncaps is set as a set which is two left and right which is two. so i've set up the set as a set and it has a cost price of four. so here when i enter if extra bottom right is chosen, the quantity into two is it is zero. so this is how the formula is set up. so whenever i choose bottom right, the ncap will be calculated in the production which is quantity into the ncap set which is two. and i'm saving this. so now that i've saved the formula, i've created a product, now i'm going to the job page, i'm trying to create a job for this particular product. i'm just adding this product and i'm just giving the width and job as thousand. i'm selecting a fabric. so as i selected the fabric, i'll be selecting the color as well. so as fabric quantity, formula has been chosen, i'm getting the fabric quantity value in the production tab. so now that i'm going to select my extra component which is bottom right. so i've selected the bottom right from here and in the production tab, if i go, i can see the bottom right, formula which is quantity into quantity. so the width thousand which is converted as one in meter which is five unit cost. so i'm getting this bottom right and for the ncap, it has been defaultly selected once i chose bottom right which is as an ncap, i've given the formula which is quantity into two. so the quantity into two, i'm getting the cost. so this is how the default components work. in other way, if you want the component to be automatically proper which you do not want it based on any other components, we can just change the production formula for the ncap. i'm just editing this. so i just want this to be defaultly coming up without base which not based on any components. so i'm saving this in the world. so this is how you'll be setting up a default component. so this is how you'll be setting up a default stock component for a bill of material product. so you can refer this video and let us know if you have any further questions or clarification on this topic. so thank you, have a nice day, bye bye."
  },
  {
    "How to setup deposit percentage for online portal users": "how to set up the deposit percentage for online portal users in blind matrix. let's get started. this functionality minimizes the need for manual tracking of deposits as the percentage is automatically applied to every order. to get started, click on the settings icon in the navigation bar to access the settings page. then, under online ordering setup, select the online ordering setup option. next, on the general settings page, scroll down to the additional settings section to set up the default deposit percentage for trade users. then, enter the percentage in the order deposit percent text box and it will be saved automatically. i hope this video provides a detailed guide on how to set up the deposit percentage for online portal users in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup different dashboards for different users": "in this video, i am going to demonstrate how to add dashboards for different users in blind matrix. this feature helps you to create modified dashboards and dashlets depending on views or existing dashlets. to begin with, open the homepage and click on the dashboard module. then, click on the drop-down on the top left corner label dashboard views and choose plus add new dashboard. next, in the upcoming window, add a new name for the dashboard in the dashboard name text box and click on save. then, on the next page, click on add dashlet to add the same to the dashboard. next, choose the required view or the required dashlet which you want to add and click on next. next, continue by selecting the visualization template and specifying the attributes to be plotted on the x and y axis. then, choose the desired colors for distinguishing the same from one another and click on save. finally, click on the save option to save the dashboard created. you can add multiple dashlets to a single dashboard by clicking add dashlet again and following the same course of action. i hope this video has provided you a clear demonstration on how to create customized dashboards for different users in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup email campaigns": "i'll demonstrate how to create an email campaign within blind matrix. let's get started! this feature allows you to reach a large audience simultaneously, saving time and reducing costs compared to traditional marketing methods. to get started, click on the more drop-down menu in the navigation bar and selecting email campaigns. then, click on the create email campaign option to start a new campaign. next, in the campaign name section, enter the name and add a description if needed. make sure to save each steps. then, in the from section, enter the sender name and email address and save the changes. next, add the subject line for the campaign. then, click on add recipients and choose the targeted audience from the list. you can also edit the existing audience list. if a new recipient is not on the list, click add more recipients to add them manually. next, choose the desired date and time to schedule the email or select send now to send the email immediately once all information is set. then, set the number of emails to be sent per batch per minute to avoid spamming, then save the changes. next, click on create a new template or click on use template to select an existing template which are created already and click on update to use the selected template. then, after adding the template, send a test email if necessary and click on preview email option to view the preview of the campaign. finally, click publish campaign to complete the process. i hope this video provides a clear guide on how to set up email campaigns within blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to setup markup for price table": "in this tutorial video, i'll walk you through setting up markup for price table in blind matrix. let's get started. this feature assists blind matrix users in defining unique profit margins for customer categories, domestic, contract, trade, and e-commerce. to start, click on the settings icon in the navigation bar to access the settings page. head to the products section within the settings page by selecting the product configuration tab from the available options. next, choose the specific product for which you want to apply the markup. proceed by selecting the form setup option. now, direct your attention to the materials tab and click on price tables. in this section, you'll find different price groups. select the price group linked to the supplier for which you intend to incorporate a markup. after choosing the appropriate group, proceed to the price increase for decreased tab. to implement the markup, pick the customer type and apply the desired value through either addition or as a percentage."
  },
  {
    "How to setup online portal Notification emails": "in this video,  setting up online ordering notification emails in blind matrix. let's get started. this functionality ensures that customers receive instant order confirmations while existing users are promptly notified of new orders placed via the online portal. to get started, click the settings icon in the navigation bar to open the settings page. then, under online ordering setup, select the online ordering setup option. next, from the general settings page and scroll down to the email configuration section, to set up the notification emails sent to the trade customer when they place an order through the online ordering portal. then, in the agent order email section, input the from email address that will be used to send emails to trade customers placing orders. next, merge the appropriate tags from the drop down to include relevant information in the subject and select an existing email template from the drop down. then, go to the received order email section and enter the from email address that will be used to send emails to existing users in the system, notifying them of newly received orders from the online ordering portal. next, merge the appropriate tags from the drop down to include relevant information in the subject and select an existing email template from the drop down."
  },
  {
    "How to setup online portal details in contacts": "how to set up online portal details in contacts within blind matrix. let's get started. this functionality allows you to directly add online portal details to contacts, simplifying the process of setting up new trade users. to start, select the more option from the navigation bar, then choose contacts from the drop-down menu to access all the contact details added into blind matrix. next, in the accounts section under contacts tab, select the trade account to view the company information. then, go to the online portal section and enter the necessary details, including the discount applied to the account, language preferences, and upload the logo. finally, the applied changes can be viewed in the user's online portal once logged in."
  },
  {
    "How to setup operations for products": "how to set up operations for products within blind matrix. let's get started. this functionality adds clarity and provides detailed insights into the production process, leading to more accurate product pricing and resource allocation. to begin with, click on the settings icon located at the top right corner of the screen. then, under the product configuration tab, click on the products option. next, select the product for which you want to set up operations. click on form setup, go to the operations section and select add new process to open the add new process pop-up. enter the mandatory details, including process name, account type, process code and process load. to allocate costs based on time consumption, enable the process has time option and choose either quantity of products or time per product. enable the process has cost option to add pricing details, including cost, discount percent and markups and enter the cost and discount for the process. finally, click on save to apply the changes."
  },
  {
    "How to setup selling prices for product options": "in this tutorial  how to set up selling price for product options. let's get started. this functionality allows you to manage and update prices for product options across different customer types, such as domestic, contract and trade. to begin, click on the settings icon to navigate to the settings page. next, click on products under product configuration tab and select the product from the list. next, open a product for which you want to make the desired changes and go to form setup. then select the extending arrow beside a field name and select any option name from the drop down. switch the button beside option has price and make sure the pricing type is set to be fixed. next, select selling price comes from a separate to set up the direct selling price for the options. next, input the prices you want for domestic selling price, contract selling price and trade selling price. these prices will be the actual selling prices for each of those options. finally, click on save to apply the changes onto the prices for the options."
  },
  {
    "How to setup the online ordering portal": "we'll guide you through setting up an online ordering portal in blind matrix. let's get started. this feature streamlines the order process by offering trade customers a convenient and user-friendly way to place orders at any time. it automates order entry, reduces errors, and enables real-time order tracking. to get started, click on the settings icon in the navigation bar to access the settings page. then, under online ordering setup, select the online ordering setup option. next, on the general settings page, find the online portal url link which you can share with customers to use the portal. next, setup the module permissions by turning the module on using the on off button and selecting a view from the drop-down list. then, on the trade customer report, enable the required reports for the online portal. next, enable the desired options to be available on the online portal in additional settings section. then, proceed to email configuration and setup agent order email with subjects and templates. next, setup received order email with subject and templates. next, proceed to the message dashboard where you can draft messages visible to trade users in the online portal. then, after entering the message, click on launch message to send it to the online portal. the draft messages can be seen in the draft message column with a launch message toggle button. next, to setup trade user logins, click on trade user setup to create and manage trade user accounts and view login history. then, click on plus add trade user to enter the username, login information and create a password. lastly, save the details to create the trade user login. after the login is created, share the url and login details with the trade users to provide them with portal access. next, to configure online payment types like stripe or paypal go to settings page and click on payment configuration under company settings. then, enable the payment type and connect it by entering the published key and secret key from the payment provider. use the on off button to display the payment type on reports and the online portal. next, to place orders in the online portal, log in using the url and trade user credentials. on the portal dashboard, trade users can view draft messages, as well as submitted and unsubmitted order details. next, click the plus icon in the navigation bar to create a job. then, add products to the job and click save. once the products are added, click save again to save the job. next, users can generate reports for end customers and trade customers. if online payments are set up, the pay now button will be enabled for online transactions. next, click on pay now to view payment options, then click submit to submit the order. now, you can view both submitted and unsubmitted orders on the all jobs page. from there, you can generate reports for single or multiple orders. finally, access the settings page using the settings icon to set up prefixes, sequences, product markup, and terms for customer reports in general settings. additionally, create email templates for reports sent to customers. i hope this video has provided a clear demonstration of how to set up the online ordering portal in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to track user activity based on module": "the process of tracking user activity based on modules in blind matrix. let's begin. this feature allows you to track user activities based on specific functions, thus facilitating error handling, security and data privacy, time stamps and so on. to begin with, click on the settings icon located at the top right corner of the screen. next in the settings page, click on the log history under system settings. select the user from the drop-down list for whom you want to track the activity adjacent to the selected user field. then, select the module from the drop-down list for which you want to track the activity adjacent to the selected module field. finally, the list below will show the show the user activity based on the particular module chosen. i hope this video has provided you a clear demonstration of how to track user activity based on a particular module. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to track user login activities": "i will guide you on how to track user login activities in blind matrix. let's get started. this feature gives you a clear view of when users log in and log out, helping you monitor how the application is being used. to get started, just click on the settings icon in the navigation bar to access the settings page. next, navigate to the users and roles within the system settings section from the menu options provided. then, choose the login slash logout activity option. this will let you see details about when users log in and log out in blind matrix. next, within this section you have the option to choose a specific user and review their login and logout activities. finally, upon selecting a user, you will be able to view their detailed login history."
  },
  {
    "How to transfer order through EDI": "in this video, i will guide you on how to transfer order through edi within blind matrix. let's get started! this functionality enhances accuracy by minimizing errors that can occur during manual entry, leading to smoother transactions and faster order processing. begin by clicking on the plus icon on the top right corner and choose add new job to add the edi product. next, input the customer details and save the details. then proceed to add the edi product by clicking on add product and selecting the product label ddi. then, enter all the necessary product details on the product information page and save both the details and the entire order by clicking on the save button located at the bottom right. next, select send po option and opt for the edi option to transfer it directly to the supplier and click on next. finally, choose the product along with the supplier and click on transfer to obtain the status of the transfer job. i believe this video provided a more comprehensive guide on how to transfer a job via edi in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to update bulk customer discounts from the contacts page": "we will show you how to apply bulk customer discounts from the contacts page. this feature allows for rapid updates to multiple customer accounts at once, saving time compared to manually adjusting discounts for each individual account. to get started, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, on the contacts page, click on the bulk update option. next, pick the contact type from the menu. then, choose the product category. then, select the product and the price group from the drop-down list and click on apply filter. next, products within the chosen price range appear on the right. next, select the ones for bulk update. finally, enter the discount percent and click bulk update. the discount will apply to all selected products. i hope this video provides a more thorough guide on how to perform bulk updates in the contacts section of blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to update discounts for options, materials and operations": "how to update discounts for options, materials and operations within blind matrix. let's get started. this functionality allows the application of supplier discounts directly to options, materials and operations, ensuring easy and efficient management of discounts across various components. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. next, select the product for which you want to add discounts to options within the product section. then, go to form setup and, under the fields and values table view, click the sub menu of a field to view the options added under that field. next, click on the option name to open the edit option pop-up screen where pricing can be allocated for that particular option. then, enable the option has price toggle button, enter the unit cost price and enter the discount percentage in the supplier discount section. click save to apply the changes. next, go to the material option and click on the fabric to open the material fabric option. then, click on the color name, enable the color has price toggle button, enter the unit cost price along with the unit type and enter the discount percentage in the supplier discount section. click save to apply the changes. next, go to the operations option and click on the process to open the edit process pop-up. then, enable the process has cost toggle button, enter the cost and enter the discount in the discount percent section. click save to apply the changes."
  },
  {
    "How to update supplier discount and markup across price tables": "in this tutorial  how to update supplier discount and markup across price tables in blind matrix. let's get started. this functionality enables you to update supplier discounts and markups for various customer types, including domestic, trade, and contract by applying them in bulk across multiple price tables. to get started, access the settings page by clicking on the settings icon in the navigation bar. next, navigate to the product configuration section in the settings page and choose products. then, on the products page, click on the three dots in the top right corner and select bulk update. then, on the bulk update page, select the product category, suppliers and price group from the available drop-down options. next, select the items that are to be updated and click on bulk update button in the top right corner. then, on the bulk update price table page, enter the supplier discount in percentage. next, to update bulk markup, enter the markup value and select percentage or multiplier from the available drop-down option. finally, after entering the details click on update button to update the supplier discount and markup for the selected supplier and product price tables. i hope this video has provided you a clear demonstration of how to update supplier discount and markup across price tables in blind matrix. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "How to update trade_reseller customer discounts": "i'll demonstrate how to update trade-slash reseller customer discounts in blind metrics. let's get started. this feature enables you to provide competitive pricing by offering a range of discounts tailored to different customer types. to begin, access the contacts page by clicking the more drop-down menu in the navigation bar and selecting contacts. next, on the contacts page, select a customer from the accounts list and click to enter the customer account. then, navigate to the product configure tab on the customer page and click to view the available discount options. next, open the drop-down menu with options like pricing group or materials discount, option discount, product gross profit and shutter type discount. click plus add discount to input the discount. then, in the add discount pop-up, input the discount value or percentage, choose the product, fill out the available options and click save to apply the discount. finally, the applied discount will reflect in the customer's orders when adding the discounted product."
  },
  {
    "How to upload images for options and material colors for a product in the BlindMatrix online portal": "we'll show you how to add images for fabrics and components to a product in the blind matrix online portal. let's get started. this functionality allows you to add and manage images for product options and material colors, ensuring they appear on the product info page and enhance the user experience. to begin with, click on the settings icon located at the top right corner of the screen. next, navigate to the product configuration section in the settings page and choose products. next, select the product for which you want to add images to options within the product section. then, go to form setup and, under the fields and values table view, click the sub-menu of a field to view the options added under that field. next, click on the option name to open the edit option pop-up screen. then, click on upload image option to choose the file from the folders and click save. note, only png and jpg format is allowed. next, go to the material option and click on the fabric to open the material fabric pop-up. then, click upload image to choose a file from your folders. click save to apply the changes. then, to display the images for options and materials in the online portal, click the 3.icon in the top right corner on the pop-up screen and enable the toggle next to online portal. finally, click save to save the changes. the added image will appear on the product info page as well as in the online portal if the options and materials have been selected for that product."
  },
  {
    "How trade users can effectively navigate and utilize an online ordering portal": "how trade users can efficiently navigate and utilize the blind matrix online ordering portal. let's get started! by following these steps, trade users can easily manage orders, adjust prices, and make payments, providing a smooth and efficient experience on the blind matrix online ordering portal. begin by logging into the blind matrix online order portal using the url and your trade user login credentials. next, on the dashboard page, you can switch between different views by selecting from the drop-down menu. this allows you to see all the views that have been assigned or added to your account. note that these views cannot be edited by trade users. you can also zoom in and zoom out of each dashlet's preview. next, on the portal dashboard, trade users can view draft messages, as well as submitted and unsubmitted order details by default. next, you can view both submitted and unsubmitted orders on the all jobs page, where you can also generate reports for individual or multiple orders. to track job progress, visit the submitted jobs page. on the unsubmitted jobs page, you have the option to multi-select jobs and bulk submit them by clicking the submitted button. then, after selecting a job, you can create both trade customer reports and end customer reports from the all jobs page for both submitted and unsubmitted jobs. next, click the plus icon in the navigation bar to create a job. the system will automatically fill in the contact details, but you can edit only the customer reference and additional reference fields. note that these fields can be edited only before submitting the job. once the job is submitted, none of the fields in the billing address can be changed. then, click add products to include a product in the job. enter the product details. you can also edit vat and override prices using the drop-down for end customer in the end customer price section on the right side and click save to add the product to the job. once the products are added, click save again to save the job. next, once the job is saved, you can generate reports for both trade customers and end customers. next, you can see the trade prices under the trade price column and customize the end customer prices under the end customer price column. this includes overriding prices, including or excluding vat for delivery costs and fitting costs and entering vat for the customer. next, in the column below, you can view the email history where all email conversations for the job are recorded. next, on the delivery address tab, you can edit the delivery address and contact details using the drop-down. here, you can set up different delivery addresses such as the default, same as billing address, end customer address, or an alternate customer address where you can select a different customer for the same company from the drop-down. next, you also have the option to add a new contact using the plus icon next to the drop-down in the alternative customer address under the delivery address tab. next, you can add notes and view the notes history for the job under the notes tab. then, once you have made all the edits and changes to the job, click save to finalize the job. then, once the job is saved, click submit to submit the order. next, if online payments are set up, the pay now button will be enabled for online transactions. then, on the order page, click the pay now button on the right side under the trade price tab. next, proceed to choose between stripe or paypal and click the proceed button. for stripe, first, fill out your email and card details. then, click the pay button to complete the payment. for paypal, click the paypal button to proceed to the paypal login page. next, log into your paypal account and complete the payment. if you don't have a paypal account, click pay with credit or debit card, enter your card details, and lastly, click the pay now button to complete the payment. finally, access the settings page using the settings icon to set up prefixes, sequences, product markups, and terms for customer reports in general settings. additionally, you can create email templates for reports sent to customers. i trust this guide provides a comprehensive overview of how trade users can effectively navigate and utilize the blind matrix online ordering portal. thank you for choosing blind matrix. contact us for more information."
  },
  {
    "New User": "in this video, we'll show you how to add a new user to blind matrix. let's get started. blind matrix enables efficient management by granting users access to specific software sections. access the settings page by clicking on your username at the right hand side of the navigation bar, then select settings. now, within the system settings section, click on company settings. select users and roles, then click add new user. fill in all the necessary fields, including contact details, password, and the user signature if required. once done, click save. contact us for any questions. thank you for choosing blind matrix."
  },
  {
    "Rename Contact type": "this video will demonstrate the steps to rename the contact type in blind matrix. without any delay, let's begin. this feature enables you to personalize contact types, enhancing your ability to efficiently sort individuals and businesses with whom you engage. to get started, navigate to the settings page. accessing it is simple. just click on the settings icon located in the navigation bar. now, after you've entered the settings page, proceed to the company settings section and select application setup. next, locate and click on view list within the contact type section. this action will direct you to the contact type list, providing you with the option to rename the contact type. once you've entered the contact type names and made your selections, remember to activate the show button. this step guarantees that your chosen contact types will be visible in the designated modules. after you've filled in all the contact type details, it's crucial to select a default value to be presented in the list. and that concludes the process. you should now observe the newly added contact types listed when you're in the process of adding a contact."
  },
  {
    "Restore deleted data": "i'll demonstrate how to restore a deleted data in blind matrix. let's begin! this functionality allows you to recover lost data, ensuring that essential information can be returned to its previous state. to get started, open the settings page by clicking on the settings icon in the navigation bar. within the system settings tab, choose the restore option. you can recover data from various sections, which includes appointments, contacts, payments, jobs, products, fabrics, colors, fields, and few more. for instance, to restore a deleted product name, go to the product section and click on the restore icon."
  },
  {
    "Sales order prefix sequence": "i'll demonstrate how to modify job reference numbers within blind matrix. let's get started. this functionality allows you to align and modify existing job reference number sequences. to get started, click on the settings icon in the navigation bar to access the settings page. navigate to the application setup option located within the company settings section and proceed by clicking on it. afterward, select the job form setup section. continue by entering custom job reference numbers and purchase job numbers, each with a designated prefix, and specify the starting sequence number."
  },
  {
    "Types of delivery cost": "in this video tutorial,  the steps of adding different delivery costs in blind matrix. let's begin. this feature helps blind matrix users to calculate delivery costs based on various methods. to begin, access the settings page by simply clicking on the settings icon found in the navigation bar. next, under the system settings section, select delivery of fitting setup. within the delivery of fitting setup section, you'll come across several shipping cost options, including standard, postcode, price, and quantity of products. to introduce a new shipping option, just click the plus add new shipping button. start by entering the delivery cost, category, contact type, and relevant details. click save. then, enter details for other delivery costs. ensure all necessary details are entered, then click save to include the delivery costs. you can access the newly added delivery costs by going to the job page and finding them within the price details section."
  },
  {
    "Update company details": "i'll demonstrate how to update company details in blind matrix. let's get started. this functionality ensures accurate information, improves communication efficiency, maintains data integrity, and streamlines overall business operations. to begin, access the settings page by clicking on the settings icon situated in the navigation bar. on the settings page, navigate to the company settings tab and select company profile. within the company profile, ensure to fill in all essential information within the company field. next, make sure to upload your company's image by adding the logo. additionally, scroll down the page and enter the financial details. after inputting the details, click save to confirm. access the plus jobs tab by selecting the plus icon in the navigation bar, then proceed to initiate your order. upon placing an order, you can locate the company name in the organization tab."
  }
]