Viindoo demo handbook for trading and distribution
Part VII. Website and store for business customers
This part answers the question: what does a business customer of your company see on the website, how do they place an order, and how does their order flow into the internal system until delivery and invoicing, and then back to the customer on the customer portal. The main readers are sales staff, storekeepers, accountants and the person in charge of the website.
The website Tân Việt Số has these pages: the home page (/), /our-services (Services), /about-us (About us), /contactus (Contact us) and the store /shop: 69 products in 6 categories (Industrial Computers, Servers, Components, Network Devices, Industrial Monitors, Accessories). A customer must have an account to place an order; payment is by bank transfer; delivery is to the customer's address or pick-up at the Hanoi warehouse.
The portal account used in this part: muahang.dainam / Tanvietso@2026 (Ms. Đặng Thu Hà, Purchasing Department, Nhà máy Cơ khí Chính xác Đại Nam, a regular customer who therefore sees the standard price list; a reseller who logs in sees prices from the pricelist Reseller Price (5% off) set on their record). Website address: https://tmppdemo.demo.viindoo.cloud.
The web orders S00208, S00209 and S00210 are orders of the story; your company does not confirm, deliver or cancel them.
Lesson 45. Configure the website and the store
About 15 minutes. By the end of this lesson your company knows the three places that decide whether a customer can place an order: the payment provider, the delivery method and the sign-in requirement.
Step 1 - Read the payment providers
Open the list of payment providers.
Website > Configuration > eCommerce > Payment Providers
What you should see: the Wire Transfer card has two labels Enabled and Published; Cash on Delivery is Disabled. Only a provider that is enabled and published appears at the Payment step of the customer (see the lesson A business customer signs in and places an order).
What you lose if you do not enable it: the customer has no payment method to complete the order; the company also has no place to print its receiving bank account details on the confirmation page.
Step 2 - Read the delivery methods
Open the list of delivery methods.
Website > Configuration > eCommerce > Delivery Methods
What you should see: two lines Standard delivery and Pick-up at the Hanoi warehouse, provider Fixed Price, the Published column ticked, price 0. These are the two choices the customer sees at the delivery step.
What you lose if you do not enable it: if you untick Published, the method no longer shows to the customer and a web order has no delivery method.
Step 3 - Check the sign-in requirement at checkout
Open a private (not signed in) window, go to the product page Wired Computer Keyboard, model K102, click Add to cart, open the cart and click Checkout.
/shop > (product) > Add to cart > Cart > Checkout
What you should see: the system redirects to the sign-in page (the address contains redirect=/shop/checkout) with the Email and Password fields and the link Don't have an account?. A customer without an account cannot place an order; the company issues a portal account to each business customer. The cart of the anonymous visitor is kept and appears in Website > eCommerce > Orders > Abandoned Carts.
Lesson 46. A visitor browses the website and the store
About 10 minutes. By the end of this lesson your company sees the website through the eyes of a visitor who is not signed in: the home page, the product categories and the product detail page.
Step 1 - Open the home page
Open https://tmppdemo.demo.viindoo.cloud in a private window.
/
What you should see: the Tân Việt Số logo, the menu bar Home, Shop, Services, About us, Contact us, the cart, the phone number, the buttons Sign in and Contact us; the headline "Servers, industrial computers and components for factories" with the two buttons View products and Request a quotation.
Step 2 - Open the store
Click Shop in the menu bar.
/shop
What you should see: the heading "All products", six category buttons (Industrial Computers, Servers, Components, Network Devices, Industrial Monitors, Accessories), the Price range filter, the search box and a grid of products with image, name and price.
Step 3 - Choose a product category
Click the category Accessories.
/shop > Accessories
What you should see: the breadcrumb "Products / Accessories", only the products of the category, and the price range filter narrowed to the prices of the category.
Step 4 - Open the product page
Click the product Wired Computer Keyboard, model K102.
/shop > Accessories > Wired Computer Keyboard, model K102
What you should see: the product image, the price 675,000 VND, the quantity selector, the button Add to cart, and three lines: the link Terms and conditions, "Warranty by the serial number of each machine" and "Delivery to your address or pick-up at the Hanoi warehouse".
Lesson 47. A business customer signs in and places an order
About 20 minutes. By the end of this lesson your company has played the role of Ms. Đặng Thu Hà of Nhà máy Cơ khí Chính xác Đại Nam, placed a small order with payment by bank transfer and holds the order number. The order number is used in the next lesson.
Step 1 - Sign in with the portal account
Click Sign in, enter muahang.dainam and the password Tanvietso@2026, click Sign in.
/web/login
What you should see: after you sign in, the system takes you to the customer portal /my; at the right of the menu bar the name "Đặng Thu Hà" replaces the Sign in button. The input boxes of the sign-in page read "Enter your email" and "Enter your password".
Step 2 - See the customer's prices
Go to the store and click the category Accessories.
/shop > Accessories
What you should see: prices are shown according to the pricelist linked to the customer. Đại Nam is a regular customer, so the price of K102 is still 675,000 VND (the standard price list); a reseller who signs in sees the 5% lower price from the pricelist Reseller Price (5% off).
Step 3 - Add the product to the cart
Open Wired Computer Keyboard, model K102, click Add to cart.
/shop > Accessories > Wired Computer Keyboard, model K102 > Add to cart
What you should see: a small box at the right shows the product just added, the price 675,000 VND and the button View cart; the cart icon shows the number 1.
Step 4 - Check the cart
Click View cart.
/shop/cart
What you should see: the Order Summary panel with the K102 line quantity 1, Subtotal 675,000 VND, Taxes 67,500 VND, Total 742,500 VND, the Discount code box and the button Checkout.
Step 5 - Choose the delivery method and address
Click Checkout. Choose Standard delivery (or Pick-up at the Hanoi warehouse), keep the main address, leave "Same as delivery address" on for the billing address, click Confirm.
/shop/cart > Checkout
What you should see: two delivery methods both priced 0 VND (Free), two addresses of Đại Nam, the label Main address on the address of Ms. Đặng Thu Hà; the progress bar is at the Address step.
Step 6 - Choose payment by bank transfer
At the Payment step, keep the Wire Transfer method and click Pay now.
/shop/payment
What you should see: only one method, Wire Transfer, the panel Delivery and payment showing the address, and the button Pay now.
Step 7 - Read the transfer details and note the order number
After you click, read the result page.
/payment/status
What you should see: the page "Complete your payment" gives the account holder, the account number, the bank, the Payment communication which is the order number (for example S00222) and the Amount 742,500 VND. The account details are sample details of the demo. Note the order number; the number of your company may differ from the example.
Lesson 48. Process a web order in the internal system
About 20 minutes. By the end of this lesson your company has taken the web order of the previous lesson into Sales, confirmed it, delivered it and invoiced it. The example number S00222 is used below; your company replaces it with its own order number.
Step 1 - Find the order in the list of quotations
Open the list of quotations and search by the order number.
Sales > Orders > Quotations
What you should see: the order with the customer "Nhà máy Cơ khí Chính xác Đại Nam, Đặng Thu Hà", total 742,500 VND, status Quotation Sent (the customer chose a bank transfer and the money has not been confirmed yet, so the order waits for the staff).
Step 2 - Open the order and read the details
Click the order.
Sales > Orders > Quotations > (web order)
What you should see: two product lines (K102 and the line Standard delivery priced 0), Pricelist Standard Price List (VND), payment terms 30 Days, and in the chatter on the right: the quotation PDF sent automatically, and the line "The customer chose Wire Transfer to proceed with payment". The system sets the Salesperson to Administrator. To recognise web orders, use the filter From Website in the last reporting lesson of this part.
Step 3 - Confirm the order when the money arrives
When the accountant has received the bank transfer, click Confirm.
Sales > Orders > Quotations > (web order) > Confirm
What you should see: the status Sales Order, a smart button Delivery 1 appears, and the button Create Invoice.
Step 4 - Open the delivery order
Click the smart button Delivery.
Sales > Orders > Orders > (web order) > Delivery
What you should see: the transfer HN/OUT/xxxxx of type Kho Hà Nội: Delivery Orders, Source Document is the order number, status Ready, product availability Available.
Step 5 - Validate the delivery
Click Validate on the delivery order.
Sales > Orders > Orders > (web order) > Delivery > Validate
What you should see: the status Done, the chatter records that the goods were sent to the carrier "Standard delivery" (cost 0 VND). The line "tracking reference False" in the chatter appears because a fixed-price delivery method has no tracking number.
Step 6 - Create the draft invoice
Go back to the order, click Create Invoice, choose Create Draft.
Sales > Orders > Orders > (web order) > Create Invoice
What you should see: a Draft invoice with two lines (K102 and the delivery fee 0), tax 10%, total 742,500 VND.
Step 7 - Confirm the invoice
Click Confirm.
Accounting > Customers > Invoices > (invoice)
What you should see: the invoice carries a number of the form INV/2026/xxxxx, status Posted, and the button Pay to record the money the customer transferred. An e-invoice is issued only when your company connects the account of an e-invoice provider.
Lesson 49. The customer views orders and invoices on the portal
About 10 minutes. By the end of this lesson your company sees what the customer sees after ordering: the order, the delivery status, the invoice and the button Pay Now.
Step 1 - Open the customer portal
Sign in with the customer account and open /my.
/my
What you should see: the page "My Account" with four tiles: Your Orders, Your Invoices, Addresses, Connection & Security; at the right are the name, address and email of Ms. Đặng Thu Hà.
Step 2 - See the list of orders
Click the tile Your Orders.
/my/orders
What you should see: the order just placed is at the top of the list with the label Delivered (after your company completes the delivery order), total 742,500 VND; older orders have the label Delivered or Not delivered.
Step 3 - Open an order
Click the order number.
/my/orders > (order)
What you should see: the buttons View Details and Reorder, the bank transfer instructions, the panel Last Invoice (the invoice number and the payment status label), the panel Last Delivery Order (the transfer number, label Shipped) and the product table.
Step 4 - See the list of invoices
Go back to /my and click the tile Your Invoices.
/my/invoices
What you should see: the invoice of the order just processed has the label Waiting for Payment and the button Pay Now; older paid invoices have the label Paid, and the amount due is 0.
Lesson 50. The contact form on the website
About 10 minutes. By the end of this lesson your company sees a request for a quotation from a customer without an account become an opportunity in CRM.
Step 1 - Fill in the Contact us form
Open the page Contact us, fill in Name (for example Lê Quang Huy), Phone, Email, Company, Subject, Question.
/contactus
What you should see: the fields marked * (Name, Email, Subject, Question) are required; at the right are the company's address, phone number and email.
Step 2 - Submit and read the thank-you page
Click Submit.
/contactus > Submit
What you should see: the page "Thank you!" with the line "Your message has been sent".
Step 3 - Find the opportunity in CRM
Sign in to the internal system, open the pipeline, remove the filter "My Pipeline" (a new opportunity has no salesperson yet) and search by subject.
CRM > Sales > My Pipeline
What you should see: the opportunity card with exactly the subject the customer typed, showing the contact name, in the New column. The opportunity belongs to the sales team Website.
Step 4 - Open the opportunity
Click the card.
CRM > Sales > My Pipeline > (opportunity)
What you should see: the title is the Subject the customer typed, the customer's email and phone, the Notes tab holds the Question word for word, and the chatter says "Lead/Opportunity created". There is no salesperson yet: the person in charge assigns a handler, then clicks New Quotation to prepare a quotation from the opportunity.
Lesson 51. Sales reports of the website
About 10 minutes. By the end of this lesson your company reads the web order revenue by month and filters web orders separately in Sales.
| Report | Question it answers |
|---|---|
Website > Reporting > Online Sales |
Revenue of the orders confirmed from the website, by month, untaxed amount |
Website > eCommerce > Orders > Orders |
List of orders confirmed from the website, invoice status, total |
Website > eCommerce > Orders > Unpaid Orders |
Orders placed by customers but not yet confirmed (waiting for bank transfer) |
Website > eCommerce > Orders > Abandoned Carts |
Carts the customer left, including customers who are not signed in |
Website > Reporting > Visitors |
Who has visited the website |
Website > Reporting > Page Views |
Which pages are viewed most |
Website > Reporting > Analytics |
Traffic analysis of the website |
Sales > Reporting > Sales |
Revenue by time, product, customer, salesperson, sales team; use the filter to separate web orders |
Step 1 - Open the Online Sales report
Open the report.
Website > Reporting > Online Sales
What you should see: a pivot table with the default filter Confirmed Orders, the measure Untaxed Total for each month (September and October 2026). Click the plus sign in a row or column header to break it down by customer or product.
Step 2 - Open the list of web orders
Open the list of orders of the website.
Website > eCommerce > Orders > Orders
What you should see: two filters Confirmed and From Website; each line is an order, the Invoice Status column (Fully Invoiced, Nothing to Invoice), the Total at the bottom of the column. The order you just processed is at the top of the list.
Lesson 52. Self-study exercise: website and store
About 30 minutes. Your company works alone, without step-by-step screenshots.
- Open a private window, find in the store one product of the category Industrial Monitors and one product of the category Network Devices; note the prices of the two products.
- Sign in as
muahang.dainam, add both products to the cart, choose Pick-up at the Hanoi warehouse, pay by bank transfer. Note the order number. - In
Sales > Orders > Quotations, find the order, confirm it, complete the delivery order, create and confirm the invoice. - Open the customer portal
/my/ordersand/my/invoices; check that the total of the order equals the total of the invoice. - Open
Website > Reporting > Online Sales: is the order of your company already in the figure of the current month? OpenWebsite > eCommerce > Orders > Abandoned Cartsand find the cart of the anonymous visitor from the configuration lesson. - Thinking question: a reseller needs to see the 5% lower price when they enter the website. What does your company need to check on the customer's record (hint: the pricelist linked to the customer), and where, to confirm that the customer sees the right price?
