This service incurs monthly charges for each contact you enable as per your service agreement with the software provider.Your database needs to be configured for the e-commerce web store before you can begin using it. If you have not been configured please contact your Representative.
Navigate to the properties tab of the contact card for the customer you wish to enable.
PO Required - If you wish to force the customer to provide a PO number on their orders, check this box.
Enabled - Check this box if you wish to enable this customer for The software's Web Store. This will allow your customer to place orders to your management system via the web store.
This service incurs monthly charges for each contact you enable as per your service agreement with the software provider.
User Name - This will be the login used by the contact to log into the web store.
Password - This will be the password used by the contact to log into the web store.
Password Confirm - Type in the password a second time to insure it is correct.
You may wish to create a contact category for these contacts to allow you to generate a list of contacts that are enabled.
By default, The software will notify workstations that there is an incoming order that requires attention. However you can change these parameters on a workstation basis.
Navigate to Tools | Workstation | Workstation Defaults and click on the messages tab.
Customers placing orders via the web store can add notes to the order. These are attached to the work order in the software as work order notes. It is important to display notes for the today's work section of the work in progress manager so they are visible to the order taker.
These options can be set in the display options at each workstation.
The administration login is an internal account that is used to setup extra features in your web store. The extra features are detailed below. To set up the Admin user, edit your location manager contact card and provide it with a user name and password like any other contact you would enable for the web store. When you login to the web store using this login and password you will have an Admin button on the menu. Clicking this button will provide the ability to configure the features listed below.
Price Matrix Configuration - This provides the ability to create a pricing matrix to specify price calculations.
Create a new matrix by typing in a name and description and then clicking the new button.
To configure a matrix, click on it in the list once it has been created.
To make an entry into the matrix click new entry and then filter by manufacturer if required, specify the calculation method and then click apply.
To remove a price matrix entry or entire matrix, click the remove button listed beside it while viewing the list.
Price Matrix Assignment Configuration - This provides the ability to assign your web store users to a matrix.
Click the new button and then select the user from the drop down list and then the pricing matrix that you wish to assign to the user. Click save to save the entry.
To remove a matrix assignment, click the remove button.
User Template Configuration - This allows you to assign a user to a template in your system. By doing so, orders placed will place the items inside the first package listed on the template. This allows you to categorize your online purchases. Simply select the user and then select the template to assign to that user. Click save when finished.
