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


Administration Functions

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 Settings
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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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    Code Editor
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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 and tools 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. 

    Add rows and columns to a layout as you wish. Each row can be made up of one or many columns. You can even create a custom Theme, if you choose.
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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

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    Assign Products in Category Maintenance — Add products while editing a Category.
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    Category Template Override
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    CMS Category Maintenance — Categories are usually nested, with one or more sub-categories (up to 4), to further sort products. In our example, the Top Level (Level 1) 'Office Products' has two other levels, Level 2 and Level 3 subcategories. 'Writing' is a Level 2 subcategory. It has subcategories as well, which would make it Level 3. One example is 'Ballpoint Pens'. 
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    CMS Category Maintenance Settings — Product categories used on your website are initially integrated from your ERP, but if it suits your business processes, you can bypass ERP category integration and opt for complete online maintenance.
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    Edit Products from a top-level Category in Category Maintenance
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    Product Category Quick View — To optimise speed in scenarios where live pricing calls are made to PRONTO, Quick View functionality can be enabled. With Quick View, product pricing and availability are not shown on initial page load. Instead, these calls are made to the server on demand when the user clicks 'Quick View'. That data is then cached for the user, thereby improving speed and performance.
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    SEO URL Rule Maintenance

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. They allow users to assign an order line to a cost centre before checkout. Provision can be made to integrate cost centre codes from the ERP.  (Versions 4.37+ will allow users to enter a cost centre once in the Cart order header instead of order line level.) 


    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 Client Projects — Customer Client Projects lets your customers create orders tied to specific clients projects (jobs). Project start/end dates and a budget can be added. 
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    Customer Maintenance — Edit Customer settings on your website.
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    Customer Warning Notes — Warning Notes adds a popup message against a customer account and displayed when internal users edit the record and when a new user is added or needs approval in CMS. The message can contain any relevant information such as business rules that apply to the customer, default user budget limits, settings that should not be modified, etc.
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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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    Force User to Select Customer Upon Login — Your B2B users who have access to more than one Customer account can be forced to select an account after logging in. 
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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 field groups are used to create simple data fields that just needs to be stored, loaded and reloaded to pages without requiring an entire page refresh. An example would be the Change Password functionality on newer (BPD) website versions.
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    Product Document & Video Links — Bulk assign document and embedded video links to product pages.
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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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    Personalisation How To — 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.
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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 — Configure the Product Search tiil 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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    Add Products to Categories in Product Maintenance — If you maintain your product and 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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    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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    Alternate Product Substitution — Add an Alternate Product Substitution offer feature, where out of stock items in the cart can be substituted with alternates at the customer's request.
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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 —  The 'Notify Me' functionality lets users choose 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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    Custom Filter Options for CMS Product Maintenance Search
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    Kit Component Display — 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 items that make up a kit. It's often beneficial to list out the kit's components on your website, especially if they are not in the product description. Sites on 4.31+ can also allow the components to be added individually to cart. Adding the components and BOM is done through the Kit Component Display Widget. 
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    Manually Sort the Product Variants in the CMS
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    Product Compare Functionality — Product Compare gives your customers the ability to compare the features of products on your website.  
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    Product Document & Video Links — Bulk assign document and embedded video links to product pages.
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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 - Additional Options —

    Access Additional Options


    To access Additional Options:

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

    OR

    If editing an existing promo code, scroll down its page and open the collapsed Additional 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. You can switch it 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 have already been applied to the order;
      - OFF: promo code can be used when other promo codes have been applied to the same 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 can choose between adding the free product online upon order submission or in the ERP (Pronto) when the order is integrated. Toggle ON or OFF Free Product To Be Added in Pronto. Default: OFF

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

      • When OFF, the free product is added online. In the emails, the free product displays 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 this setting, 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 for 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.  

    For versions lower than 4.31

    Applied To: Select customer group: B2B, B2C or both.


    For versions 4.31+


    • 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. For unlimited use, leave at the default of '0'. 

    - User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users)

    - 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.


    Customer List (4.34+)

    Customer list allows you to restrict a promo code to specific customer accounts. 

    To add a customer manually:

    1. In Customer Code, start typing a Customer Code, and select from the dropdown list.

    2. Click Add. The added Customer Code is listed below. 
    3. Continue adding one code at a time, if needed.

    4. To save, click Save & Exit.


    To add Customers in bulk:

    1. Create a CSV file with the Header 'Code' as the first column


    2. Populate the column with the required Customer Codes.

    3. Click Import Customer List.

    4. Follow the instructions to upload the csv file. 

    5. Check the Import Log to ensure there are no error messages.


    Messages

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

    • Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have 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 Promotion Codes — Configure a tiered promotion where the discount (percentage or amount) is based on cart value.
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    Whole Order Discounts — Give your customers an incentive to order online! Our Whole Order Discount feature is designed to offer users a discount on their total order value, irrespective of any existing ERP-based discounts or special pricing they may already receive

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. 

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