PowerShades Portal Guide

PORTAL GUIDE

Introduction

This will guide you through the order process. If you ever need any help ordering, feel free to reach out to us at (417) 553-0504 or email us at support@powershades.com. We are here to help!

Preface

This guide is assuming you've already had an account set up either by your Distributor or Representative.

This guide will not be laid out like our other guides, but instead explaining the different options and what the portal has to offer.

You can find the login for the Portal here.

You can reset your password from this page as well, if you ever happen to lose your password. The Portal will automatically send out an email to the email you used to register your dealer account whenever reset.

Home Page

Once logged in, you will be met with the Portal Home Page. This may look different depending on your user status and the version of the Portal you're on.

Under the Quotes & Orders portion, you're able to find the status of all your orders which are split into 7 different categories...

All: This displays all quotes and orders.

Active Quotes: These are draft quotes that have been made, but haven't been converted to orders.

Awaiting PO: These are quotes that have converted to an order, but are awaiting either payment or a PO from a distributor.

Awaiting Manufacturing: Once payment has been made or a PO has been received, the order will be sent here.

In Manufacturing: The order will move to this status once it has been processed by the order team.

In Production: The order is now in the production queue.

Shipped Orders: These are orders that have been shipped.

Under the Shipped Orders page you're able to see a different set of actions icons:

If you click the truck icon, you will see a popup displaying the carrier in which your order has shipped through and the tracking number.

Users Page

Here you're able to see all the users within your organization. You can also add users here - this would be used for adding employees to an organization.

Downloads Page

Here you're able to see all the documentation, installation guides, and drivers listed.

Creating a Quote

Clicking on the "New Quote+" on the home page or by clicking "Create a Quote" will take you to the quote page:

You can name the quote anything you'd like under the "Quote Title" box. You are able to add products by the button labeled "+ Shade / Accessories" at the bottom of the page, which will bring up this dialogue box, prompting you to select indoor or outdoor shades. Navigating between the three tabs will allow you to select different products.

Controls

You will see a couple of buttons on the right side - all with different functionality.

Duplicate Quote: This takes everything on a current quote and copies it to a brand new one.

Generate Quote: This generates a PDF for dealers to show their customer(s).

Excel: This generates an excel spreadsheet with all the order information.

Place Order: This converts the quote to an order.

Edit Order: This allows you to edit an order.

All quotes are valid for 90 days without the risk of price changing. Editing the quote will pull current pricing!

Creating an Indoor Shade

Once you have selected indoor shade, you will be met with this dialogue box:

Shade Type

Manual Shades: Shades that must be manually controlled via a pull chain.

Motorized Shades: Shades that can be controlled by RF Remote, over WiFi with an RF Gateway, or using a Third Party Control System and an RF Gateway.

Single or Dual Shade

This is the selection between single or dual shade - the most common will be single shades. However, dual shades may be utilized in instances where you want two separate fabrics. This may be done with one fabric as light blocking fabric for day, and a light filtering fabric for the night. There are many uses for dual shades - it's entirely dependent on the project.

Measurements

This is where you'd enter the width, height, and window jamb depth.

Mount Type

Inside Mount: This is the most common mounting type. With this mounting type, you will be installing the brackets and shade on the inside of the window jamb. End caps are not needed in this install.

Outside Mount: You will be installing the brackets on the outside of the window. The width given will be the entire length of the shade, including brackets and motor.

Fabric Width: You will be installing the brackets on the outside of the window. The width and length given will be the entirety of the fabric, excluding brackets and motor.

Outside Mount and Fabric Width is most ideal in a scenario where the client wants a black-out option. While you can use side channels for Inside Mount, the best option to ensure the most light is blocked will always be fabric width.

Control Side

This is the side on which the motor head or the pull chain will be - we default to the right side, but this is entirely dependent on your project!

Header Type

Open Roll: You're able to see the roll and it rolling as the shade moves.

Fascia: This is the most common header type - once the brackets are installed, a sheet of brushed aluminum snaps on the front of the brackets.

Cassette: The shade will come in an entire assembly which snaps up onto the brackets. We offer fabric-wrapped cassette.

Because of the shape of Cassette, this could cause some reverb and make the motors slightly louder.

End Caps

This is where you'll select decorative end caps for your installation. They are not necessary or recommended on inside mount. They can be used if the bracket protrudes past the window jamb, however, may require modification on site in order to snap on.

Hardware / Header Color

This is the color of the brushed aluminum on the fascia or the bracket color. This can be found in the digital fabric book or via the Hardware Information pdf found on the Downloads Page.

Fabric

This is the fabric that'll be used on the shade. The fabric offerings can be found within the PowerShades Fabric Book.

Roll Direction

By default, shades will always be standard roll. Reverse roll isn't an option in some cases, such as while using a fascia or using a cassette system.

Motor Type and Power Options

PoE: Our true PoE motor that is supplied power and data via Ethernet.

High Voltage: Our motors that require AC wiring by an electrician.

Low Voltage: Our motors that run off of a low voltage (12v) system.

Hard-wired: The motor will need to be hardwired to a multi-channel power supply.
Charge w/ Wall Charger: Lithium Ion Motor that lasts about 500 cycles (3-6 months) that must be plugged into a wall outlet to recharge.
Solar Panel: Lithium Ion Motor that lasts about 500 cycles (3-6 months) that must be charged via Solar Panel.

3 hours of direct sunlight is recommended for consistent charging for Solar Panels!

Hembar Type

Internal / Sealed is the most common hembar type. It's sealed around the bottom of the fabric.

External / Metal is a hembar that attaches to the bottom of the fabric.

Side / Sill channels CANNOT be used with External / Metal Hembar!

Side / Sill Channels

Side and Sill channels are primarily used to reduce the light gap on inside mount shades, in an instance where a client wants as little light coming through the window. It is expected to have roughly a 3/4" light gap on each side of an inside mounted shade, due to the motor head and bracket.

Attributes

This is where you'll enter the user-friendly information regarding the shade. The shade name is what will display in the PowerShades Dashboard for the end user. Room Name will automatically group the shades in the Dashboard for easy group control with automation. Direction facing is also used for scenes - allowing you to control certain times when the shade is open or closed based on solar position.