Commerce Vision Documentation
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Handy reference list to 'How To' guides for a variety of CSS Features (thumbs up)


Administration Functions

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    Assign Multiple Customer Accounts to a User — Assign multiple Customer accounts to a User.
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    Changing a User's Password — Reset a user's password when they can't do it themselves.
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    CMS User Login with Two-factor Authentication — As an extra layer of security, from version 1.21, two-factor authentication (2FA) has been implemented for CMS User logins. Users are required to enter their password and verify their login by entering a PIN generated by an authenticator app. 
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    Creating a New User — Create a new User through the Admin interface.
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    Creating CMS Users — Create new CMS Users for your website.
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    Deactivating a User with active orders — Deactivate rather than delete a User. 
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    Deleting a User —  Remove a user from the database completely.
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    Global Login as any User — Login as any site User.
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    Google Sign-In for BPD — Google Sign-In is a secure (OAuth 2.0) login method that aims to reduce friction and "login fatigue" for your users. Instead of signing in to your website with an email address and password, your customers can login with their Google account — the same account they already use for Gmail, Docs, Google+, and other Google services.
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    Import Users — Instead of manually creating website users one by one, administrators can bulk import users, user customers, user IDs and user deletions via CSV import. 
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    Keep Me Logged In — Allow users to remain logged in, overriding the usual session timeout period.
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    Microsoft Azure AD Single Sign in — Let your customers use their Microsoft Azure credentials to authenticate and sign into your website.  
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    Modal Window Login — Instead of a dedicated login page, present your site's login functionality in a modal window. This gives the user a focused context for login, without navigating away from the page they were on.
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    OCI User Setup — Set up customers who use procurement systems to access your catalogue and return the Cart to these systems. 
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    Unlocking a Web User's Account — Unlock a Web User's account when it has been locked due to maximum login attempts reached.
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    User Impersonation — Allow a specific Website User (e.g., A) to assume the identity of another User (e.g., B) from the same company, so that A can view and perform B's tasks.
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    User Maintenance — Maintain Users and Roles on your website.
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    User Order Limits — Amend a user's online order limits (requisition, order and approval) where the Advanced Order Approval system is used.
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    User's password expiry date — Set a password expiry date to force a User to change their password.
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    Website User Maintenance in CMS — Create and maintain Website Users in the CMS. Functions include: Creating a new User, Copying an Existing User, Adding a multiple accounts to a B2B user, Adding multiple accounts to a User, Approving a B2B User, Resetting a User's Password, Deleting a User's account.

Articles

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    Article List - Zoned layout — An article list page on your site can be presented in a variety of layouts. Similar to a product list, article summary tiles can be presented in a grid, list, or slider format.

    Using the standard layout, the fields on these article tiles can be customised to an extent, but for greater flexibility, a zoned layout allows you to include custom fields, filter content by layer and features, and rearrange widgets on the template.

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    Article List Feature Filter —  Add an Article features filter to an article list page
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    Article Page - Zoned layout — BPD websites come equipped with a clean, well-organised article layout right out of the box. But what if you've got additional content to display in your articles? Or what if you'd prefer a customised page layout, completely unique to your site?

    That's where the zoned layout option comes in! By using a zoned article layout, you can present your article in the layout of your choice, with content arranged as you please.

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    Article Templates
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    Articles (classic sites) — Articles differ from static content in that they can change based on posted date, start, and finish date. For example, a promotional article could be published which would disappear at the end of the promotional period.
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    Articles Settings
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    Create and publish an FAQs page —  Create and display a FAQs page using the Articles system.
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    Create and publish Articles - the basics — Access various functions to maintain your article system.
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    Custom Templates for (Individual) Articles — Create your very own article templates and assign them to a particular article.
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    Layout Creator — The Layout Creator in the CMS allows you to create custom layouts for various pages throughout your site. You can even create a custom Theme, if you choose.

    The layout creator essentially lets you add rows to a layout, and then divide those rows up into columns. Each row can be made up of one column, or many.

    The guide below will show you how to create your own page layouts quickly and easily; there's even a video demonstration at the end of the article.
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    WYSIWYG Content Editor

Cache Refreshing

Campaigns

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    Import Campaign Products — Perform a mass import of products for a campaign.
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    Product Campaigns — Product Campaigns are a simple way to feature a group of products on a website. Campaign products might be sale items, top sellers, highlighted brands, or any other criteria you fancy. 
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    Split Campaigns — Have you ever wanted to split the display of a campaign's products over different sections of the page? Perhaps you'd like to group one subset of products under a particular heading, then another few products under an alternate heading.  

Categories

Customers

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    Assign Multiple Customer Accounts to a User — Assign multiple Customer accounts to a User.
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    Cost Centres — Cost centres are used on sites with B2B users within the context of company budget practices. It allows users to assign each order line to a cost centre before checkout. Provision can be made to integrate cost centre codes from the ERP. 

    Cost centres are created at the Customer level and assigned at the Customer or Customer User levels. 
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    Customer Activation — Set a customer to 'active' (to have their data integrated).
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    Customer Maintenance — Edit Customer settings on your website.
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    Enabling Credit Card Payment at Customer Level — Allow a Customer account to pay orders by credit card.
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    User Budgets — Set up and maintain Customer budgets for Users.

Data Import and Export

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    Import Campaign Products — Perform a mass import of products for a campaign.
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    Import Users — Instead of manually creating website users one by one, administrators can bulk import users, user customers, user IDs and user deletions via CSV import. 
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    JSON Field Groups — JSON is a low-overhead data format commonly used on pages where data needs to load and reload without requiring an entire page refresh. An example of use would be the Change Password functionality on newer (BPD) versions of Customer Self Service.
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    Product Document Import - Bulk Assign Docs to Products — Bulk assign documents to products.
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    PRONTO - Live to Stage copies — When copying your Live PRONTO data over to your Test company, there are additional steps you need to complete to ensure your stage website accurately reflects all that fresh new data.

Emails

Integrations

Menus

Order Tracking

Payments

Personalisation

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    Contract Item Filtering in BPD — For sites on version 3.88+, Contract items can be highlighted via filtering on any product list page (where contract items are present). B2B users can choose to display only their contract items, only non-contract items, or all products in the list.
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    Layer Group Filtering — Group layers together to display only first layer to a multiple group user. 
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    MailChimp eCommerce — MailChimp is a leading email marketing platform that enables businesses to send automated marketing messages and targeted campaigns. From version 3.80+, the Customer Self Service eCommerce Platform features seamless integration with MailChimp, pushing sales data to your member profiles for use in MailChimp's eCommerce functionality.
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    Personalisation How To — Everyone loves it when something is customised just for them. Now, you can tailor the content on your website to the individuals who use it. With your users' preferences in mind, you can display promotions, targeted messaging, and product suggestions.

    Offering relevant content through personalisation builds loyalty, strengthens customer relationships, and can drive sales. This guide will walk you through Personalisation in the Commerce Vision CMS.
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    Targeting Banners by Device — Good news! From version 3.84+, banners can be configured to display on all devices, or targeted specifically for desktop or mobile only.

    Even better, from version 4.02+, you can also target banners to your tablet users. This can be done on the banner image itself, as well as on the Banner Slider Widget.
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    User Group Filtering — Apply layers based on groups of Users.

Product Search

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    Product Search facility — Configure the Product Search facility on your website.
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    Product Search with Static Content Page Results — It is now increasingly popular for visitors to a selling site to use the Search facility to find static content such as product guides, how-to articles or info about firmware upgrades for the device they purchased. We have widened the existing Search functionality so that you can configure it to include such static content in search results.  
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    Static Content Pages Search — Do you want to have a search tool just for the content pages on your site? Static pages such as articles, newsletters and blogs? In other words, pages other than product information. We have widened the existing Product Search widget functionality so that you can add a search tool just for content pages.

Products

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    Adding Products to Categories via Category Maintenance — If you maintain your product & category structure in the CMS, there are 2 ways you can add products to categories:
    1. go via the Product itself and add it into one or more categories, or 
    2. go via the Category and add multiple products to it. 

    This page outlines method 2.
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    Adding Products to Categories via Product Maintenance — If you maintain your product & category structure in the CMS, there are 2 ways you can add products to categories:
    1. go via the Product itself and add it into one or more categories, or 
    2. go via the Category and add multiple products to it. 

    This page outlines method 1.
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    Alternate Product Substitution — In conjunction with Best Practice Design, you can implement an Alternate Product Substitution offer feature, whereby out of stock items in the cart can be substituted with alternates at the customer's request.

    This feature could also be used to showcase higher quality or higher margin products compared to those your customer has selected. 
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    Assign Products in Category Maintenance — Add products while editing a Category.
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    Automatic image tagging for variants — Your master products can be automatically updated with their child images and tagged for image switching.

    This means that as you add a child product to a master in the CMS, as long as that child has an associated image, it will be copied across with the correct tags.
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    Back In Stock Notifications — Customer Self Service features 'Notify Me' functionality, whereby users can elect to receive an email when unavailable products return to stock.
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    Bonus Items — Automatically add a bonus (free) item to an eligible order.
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    Custom Catalogues (legacy) — Create custom catalogues (for classic sites).
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    Displaying Kit Components — Kit items are defined in the ERP by an Item Type 'K' and a Bill Of Materials (BOM). The BOM is the list of all the items which make up that kit. It's often beneficial to list the components of a kit on your website, especially if they are not detailed in the product description. A Kit Component Display widget is available to list the components / BOM on the product detail page. This guide details its implementation.
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    Manually Sort the Product Variants in the CMS
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    Product Compare Functionality — Product Compare functionality gives your customers the ability to compare the features of every product on your website.  

    The user selects up to 3 products to be compared, and the features are presented side-by-side in a popup window. The user can add the products to their cart here (assuming the product is available for purchase), or they can close the window and browse for further products to compare. 
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    Product Document Import - Bulk Assign Docs to Products — Bulk assign documents to products.
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    Product Features Group Maintenance — Add a Product feature compare filter for your customers 
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    Unit Of Measure Selection on Add To Cart — In many scenarios, products can be sold to the consumer in varying units and pack quantities. For example, copy paper might be sold by the ream, the carton, or the pallet. Some businesses will create 3 unique product codes to cater for these options.

    However, from version 3.82+, the functionality exists in BPD to use just 1 product code, while offering a Unit of Measure selector when adding to cart.

Promotions

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    Bonus Items — Automatically add a bonus (free) item to an eligible order.
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    Free Freight Promo Codes — Add a free freight promotion code for your website.
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    Online Discounts — Online Discounts run volume-based promotions where the discounted price or percentage off is automatically calculated when a valid quantity of eligible products is added to cart. No promotion code is required at checkout.  
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    Product Discount Promo Codes — Add a percentage or amount discount on an individual product or group of products.
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    Promo Codes - Advanced Options — Advanced options provide further settings for promotion codes. The Advanced Options section is displayed after a promo code is saved.


    To access Advanced Options:

     While in the saved promo code, navigate to  Options → Edit Advanced Options. 

    OR

    If editing an existing promo code, scroll down its page and open the collapsed Advanced Options section.


    Misc 

    • Status - the current status of the promo code
      - Active: the promo code is live on your site and can be used by customers. It has not been disabled or deleted. 
      - Disabled: the promo code cannot be used by customers but can be switched to 'Active'
      - Deleted: the promo code is deleted from use altogether and is kept for historical records only. (NOTE - A deleted promo code can be undeleted to 'disabled' and then reactivated.) 

    • Criteria Fail Remove Promo Code
       - ON: the promo code is automatically removed from the cart when contents get updated and promo requirements are no longer met. Users must re-enter the promo code if they want the code to be applied;
      - OFF: the promo code remains in the cart when requirements are not met, If contents get updated and requirements are now met, it will be (re-)applied. 

    • Not Applicable With Other Offers;
       - ON: promo code cannot be used when other promo codes are already applied to the order;
      - OFF: promo code can be used when other promo codes have been applied to the order. 

    • Free Product To Be Added in Pronto (applies only for Promo Codes that add a free product)

      For Promo Codes with free products, you have the option of adding the free product online when the order is submitted or in the ERP (Pronto) when the order is integrated. Toggle 'Free Product To Be Added in Pronto' ON or OFF. Default: OFF

      In the order placed, received and confirmation emails, how the free product will be displayed depends on the option selected. 

      • When OFF, the free product is added online. In the emails, the free product appears as an item with a cost of $0.00 in the product order line of your Order Summary
        .
      • When ON, the free product is added in the ERP. When you toggle ON the option, confirm you want the free product added in the ERP. 

        NOTE - Scroll up to the 'Free Product' fields. The fields are now empty and disabled. The free products you previously added for this promo code still apply.  

        The Order Placed, Received and Confirmation emails by default will not display the free product separately in an order line in Order Summary. 
          
        To add a note line about the free product in the Order Summary section, toggle ON the 'Show Note Lines on Individual Lines?' option in the Email Order Summary widget in any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). The Promotion Code and Description will be added to the Order Summary.


        NOTE - For the free product and quantity to appear as an order line item in the sales receipt, they must be added to the sales order manually in Pronto after integration. 
    • Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. Follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.  


    Roles

    Include or exclude the promo code based on whether customers are B2B, B2C or both.  

    • Applied To: Select customer group: B2B, B2C or both.
    • Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'.   
    • Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code. 


    Usage Limits

    Limit the maximum number of times the promo code can be used. Leaving these limits at the default 0 = unlimited use. 

    - User Usage Limit: limit the number of times an individual user can apply the promo code

    - Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code

    - Global Usage Limit: limit the total number of times the promo code can be used site-wide. 

    - User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.


    Messages

    Default messages to users are set at the promotion code feature level. These can be overridden for this particular promotion here. Leave blank to use defaults.

    • Promo Code No Longer Applies Message: Displayed when the promo code previously successfully applied is no longer valid because the cart contents have been changed.
    • Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
    • Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.
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    Promotion Codes Overview — Configure system settings for promotion codes.
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    Repeating Promo Codes — Set promotion codes so a customer gets repeat promotion codes after purchasing. 
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    Tiered Promotions — Configure a tiered promotion where the discount (percentage or amount) is based on cart value.
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    Whole Order Discounts — Configure discount for users on their total order value.

Reporting

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    Create a Report — Create reports on products, orders, sales, etc. 
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    Report Subscriptions — Report Subscriptions provide Users who have access to the Report Generator with the additional function of setting a scheduling task for their generated reports. 
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    Run a Report — Run a report to extract information from the database.
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    Scheduled Reporting — The Scheduled Reporting feature allows Admin to group specific reports and set Role permissions so that only certain Users can access these reports for the Report Generator and/or Subscription functionalities.  
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    The Report Generator — The Report Generator feature permits Users based on Role to re-run (generate) reports they have access to. 

Search Analytics

SEO

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    301 Page Redirects — Page Redirects are a useful SEO tool, employed to direct users to a different page from the one originally requested.
    A 301 Redirect will tell web browsers and search engines that a particular page has moved permanently. 
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    Google Shopping - Product Feeds
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    Google Trusted Stores — The Google Trusted Stores program is designed to boost consumer confidence when shopping online. Displaying the GTS badge can assist a business in reaching new customers, as well as improve sales and increase average order size.
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    Page Metadata - URL, Title, Description

Settings

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