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Customer Self Service features an export wizard that allows authenticated web users to export product data from the website (Price Book Export). In a B2B environment, your customers may require product data from your website in a CSV format. Customer Self Service allows the set up of a wizard that will allow for the export of product data from the website. This data includes the customer's pricing, based on all relevant ERP pricing rules. The export runs as a wizard and also allows the customer to save the profile for future use. The option to export the data in PDF format is also available. |
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Step 1 - Select the Catalogue:
Step 2 - Select the Categories:
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Step 3 - Select For CSV format, select the fields (not applicable for PDF exports):
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Step 5 - Select For CSV format, select the order of the fields, and decide which field you'd like to sort the output by:
Step 6: Enter the destination email address, and also save the report profile for future exports (optional):
The report will then generate in the background and email the user once complete. The user can see the progress of the report and also collect the CSV file from the export home page:
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