Overview
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.This guide details the implementation of Contract Item Filtering functionality for BPD sites.
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: Filter Contract Items + Filter Non Contract Items. This can be updated in the CMS via Users → Roles, on the Functions tab.
Step-by-step guide
- Login to the CMS.
- Navigate to Content → Standard Pages.
- Select the Product List template.
- Locate the appropriate zone in your layout and add the Contract Item Filter Widget (we chose zone: Feature).
- Click 'Edit' - the widget configuration window will open.
- Update the values as required. Full widget documentation is here - Contract Item Filter Widget.
- Click 'Save'.
- In another browser or incognito window, launch your website.
- Login as a B2B user on an account with contract products already set up in PRONTO.
- Navigate to a category containing contract products, or search using a term that will return contract products.
- Verify that Contract Item Filtering appears in the layout according to your placement of the widget.
- Test that the various filter options work as expected, and that messages update appropriately.
Congratulations - your site's contract item filtering functionality is now implemented!
Not on BPD yet? See our guide to Highlight Contract Items for classic sites.
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