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This guide details the implementation of Contract Item Filtering functionality for BPD sites.

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Prerequisites

In order for contract filtering to work:

  • the customer account must have contract product records in the ERP. Your PRONTO expert can provide guidance on Contracts and Contract Pricing. 
  • the user must be on a Role with the following flags enabled: Filer Filter Contract Items + Filter Non Contract Items. This can be updated in the CMS via Users → Roles, on the Functions tab

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Step-by-step guide 

  1. Login to the CMS.
  2. Navigate to Content -->  → Standard Pages.
  3. Select the Product List template.
  4. Locate the appropriate zone in your layout and add the 'Contract Item Filter' widget (we chose zone: Feature).
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  5. Click 'Edit' - the widget configuration window will open.
  6. Update values as required - full widget documentation is here Contract Item Filter Widget.
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  7. Click 'Save'.
  8. In another browser or incognito window, launch your website. 
  9. Login as a B2B user on an account with contract products already set up in PRONTO. 
  10. Navigate to a category containing contract products, or search using a term that will return contract products.
  11. Verify that the Contract Item Filter Filtering appears in the layout according to your placement of the widget.
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  12. Test that the various filter options work as expected, and that messages update appropriately.

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