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Customer Self Service allows for a export wizard that allows authenticated web users to export product data from the website. 

 

Overview of Functionality

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 customers price based on all the ERP pricing rules. The export runs as a wizard and additionally allows the customer to save the profile for ease of future running.

An export process might look like this:

 

Step 1 - Select the Catalogue:

Step 1

 

Step 2 - Select the Categories:

 

Step 3 - Select the fields:

Step 5 - Select the order of the fields:

 

Step 6: Enter the destination and also save the report profile:

 

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:

Pre-Requisites:

Your website must be on Version 3.65 or above for this functionality. 

 

Step-by-step guide to enable this functionality

 

  1. Log in administrator 
  2. Go to Settings
  3. On the General Tab - 

 

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