Overview
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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 or PDF format. Our Price Books include product codes, descriptions, and related data, including 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 each profile for future use. The option
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Allows logged in B2B users to export |
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product data with an easy to use wizard from your website. |
An export process might look like this:
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):
Step 5 - Select For CSV format, select the order of the fields, and decide which field you'd like to sort the output by:
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Step 6: Enter the destination email address, and also save the report profile for future exports (optional):
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The report will then generate in the background and email the user once complete.
The user can see the progress status of the report and also collect the CSV of PDF file from the export home page:
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Additional Information
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Our Price Book includes product codes, descriptions, and the customer's pricing based on all relevant ERP pricing rules. The customer can save their profile for future use. |
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| Minimum Version Requirements |
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| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component)Third Party Costs |
Ballpark Hours From CV (if opting for CV to complete self config component) | Contact CV Support | ||||
| Ballpark Hours From CV (in addition to any self config required) |
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Related help
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