Accounts
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Add Cost Centre for Whole Order — Cost centres allow your B2B customers to assign purchases to different budget areas of their business, e.g., departments, offices, branches. Cost centres are created at the Customer account level. Provision can be made to integrate cost centre codes from your ERP.
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Allow Users With Multiple Accounts to Track All Orders — Administrators can enable or disable the setting to control whether B2B users can track orders for ALL customer accounts they have access to, or just those of the account they are currently in.
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Assign Multiple Customer Accounts to a User — Assign multiple Customer accounts to a User.
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Cost Centres — Cost centres are used on sites with B2B users within the context of an organisation's budget practices. You can set up cost centres so that a purchaser from this organisation enters one cost centre for the whole order (for sites on 4.37+) or one for each order line. Consult Commerce Vision for integration of cost centre codes from the ERP. This article focuses on setting up order line cost centres.
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Customer Activation — Set a customer to 'active' (to have their data integrated).
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Customer Maintenance — Edit Customer settings on your website.
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Customer Warning Notes — Warning Notes adds a popup message against a customer account and displayed when internal users edit the record and when a new user is added or needs approval in CMS. The message can contain any relevant information such as business rules that apply to the customer, default user budget limits, settings that should not be modified, etc.
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Dispute Invoices — Add the facility for your customers on account to dispute outstanding invoices.
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Force User to Select Customer Upon Login — Your B2B users who have access to more than one Customer account can be forced to select an account after logging in.
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Invoice Reprints (PRONTO) — Allow your B2B customers to reprint invoices for their orders. (For PRONTO.)
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Reprint Account Invoices — Allow your B2B customers to reprint invoices for their orders.
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User Budgets — Set up and maintain Customer budgets for Users.
Approvals
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Advanced Order Approval by User and Account — Set up order approvals for users, roles or customers on your website.
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Approval Groups — Maintain order approval groups.
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Change User Order Limits — Amend a user's online order limits (requisition, order and approval) where the Advanced Order Approval system is used.
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Order Approver Functions — Approve an order.
Campaigns
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Campaign Slider Widget — Displays the products from a nominated Campaign in your chosen layout. Slider mode (default) is a traditional carousel in which product tiles scroll across the page. Alternatively, you can choose from Grid or List mode, both of which are static (no sliding behaviour).
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Import Campaign Products — Perform a mass import of products for a campaign.
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Product Campaigns — Product Campaigns are a simple way to feature a group of products on a website. Campaign products might be sale items, top sellers, highlighted brands, or any other criteria you fancy.
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Split Campaigns — Have you ever wanted to split the display of a campaign's products over different sections of the page? Perhaps you'd like to group one subset of products under a particular heading, then another few products under an alternate heading.
Cart
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Back In Stock Notifications — The 'Notify Me' functionality lets users request an email when a currently out of stock product becomes available. It displays in the cart.
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Cart Freight Estimator Widget — Displays a freight estimate widget, whereby users can obtain a freight quote based on their cart contents and postcode.
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Cart Preview on Hover — The Cart Summary link can open a popup window for the user to preview cart contents. This allows them to check product quantities and costs without leaving the current page viewed.
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Cart Retention Settings — Cart retention settings saves the user's cart contents when a session expires for a guest user or when any user's cart is abandoned.
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Most Popular Products — For customers using Baynote personalisation software, a Most Popular Products feature can be implemented in BPD which displays a targeted list of products and recommendations to users on your site.
The feature can be enabled in the CMS, and the widget added to various pages throughout the website. The widget then renders a list of products in a slider format, based on the data returned from Baynote.
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Payment
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BPAY Payments — Along with credit cards and PayPal, BPAY is a widely accepted form of payment online. By following the steps below, Customer Self Service can be configured to accept BPAY payments from customers.
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Braintree Test Credit Card Numbers — Test credit card payments for Braintree on your (Stage) site.
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Credit Card Fee Override for Account Payments — Allows default surcharge rates in the system to be bypassed for payment of account invoices.
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Credit Card Surcharges — Configure surcharges for credit card payments.
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Dispute Invoices — Add the facility for your customers on account to dispute outstanding invoices.
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EFT Payments (classic sites) — Configure CSS to accept EFT payments from online users.
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EFT Payments on CV ecommerce — Configure BPD website to accept EFT payments from online users.
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Enabling Credit Card Payment at Customer Level — Allow a Customer account to pay orders by credit card.
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Invoice Reprints (PRONTO) — Allow your B2B customers to reprint invoices for their orders. (For PRONTO.)
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PayPal Payments — Add PayPal as a payment solution on your website.
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Reprint Account Invoices — Allow your B2B customers to reprint invoices for their orders.
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Test Credit Card & PayPal credentials for your Stage site — Test credit card and PayPal settings implemented for your (Stage) site.
Products
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Product Token Data Tester — Product Tokens are used in templates to display calculations from the business logic of Customer Self Service.
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Promotions
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Bonus Items — Automatically add a bonus (free) item to an eligible order.
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Delete expired Promo Codes — If you recently read The Life-Changing Magic of Tidying Up, you may be itching to delete those old expired or test Promotion Codes in the CMS...
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Free Freight Promo Codes — Add a free freight promotion code for your website.
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Import eligible products for Free Product Promos — Perform a bulk upload of qualifying products for your Free Product Promo Codes in the CMS!
We've brought the handy import functionality across from the old interface, meaning you can now use the shiny new CMS for all your promo code needs.Here's a quick How To guide!
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Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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Mixed Product Buy Pricing Promotion — Apply a promotion in which a volume discount is applied to a promotion group of eligible products decided by you.
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Online Discounts — Online Discounts run volume-based promotions where the discounted price or percentage off is automatically calculated when a valid quantity of eligible products is added to cart. No promotion code is required at checkout.
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Product Discount Promo Codes — Add a percentage or amount discount on an individual product or group of products.
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Promo Codes - Additional Options —
Access Additional Options
To access Additional Options:
While in the saved promo code, navigate to Options → Edit Additional Options.
OR
If editing an existing promo code, scroll down its page and open the collapsed Additional Options section.
Misc
- Status - the current status of the promo code
- Active: the promo code is live on your site and can be used by customers. It has not been disabled or deleted.
- Disabled: the promo code cannot be used by customers. You can switch it to 'Active'
- Deleted: the promo code is deleted from use altogether and is kept for historical records only. (NOTE - A deleted promo code can be undeleted to 'disabled' and then reactivated.) - Criteria Fail Remove Promo Code
- ON: the promo code is automatically removed from the cart when contents get updated and promo requirements are no longer met. Users must re-enter the promo code if they want the code to be applied;
- OFF: the promo code remains in the cart when requirements are not met, If contents get updated and requirements are now met, it will be (re-)applied. Not Applicable With Other Offers;
- ON: promo code cannot be used when other promo codes have already been applied to the order;
- OFF: promo code can be used when other promo codes have been applied to the same order.IMPORTANT
Letting customers use more than one promotion code in an order must first be enabled by Commerce Vision. Contact CV Support and request stacked promotions to be enabled.
Free Product To Be Added in Pronto (applies only for Promo Codes that add a free product)
- Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. Follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.
Roles
Include or exclude the promo code based on whether customers are B2B, B2C or both.
For versions lower than 4.31
Applied To: Select customer group: B2B, B2C or both.
For versions 4.31+
- Applied To: Select customer group: B2B, B2C or both.
- Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'.
- Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code.
Usage Limits
Limit the maximum number of times the promo code can be used. For unlimited use, leave at the default of '0'.
- User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users)
- Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code
- Global Usage Limit: limit the total number of times the promo code can be used site-wide.
- User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.
Customer List (4.34+)
Customer list allows you to restrict a promo code to specific customer accounts.
To add a customer manually:
- In Customer Code, start typing a Customer Code, and select from the dropdown list.
- Click Add. The added Customer Code is listed below.
- Continue adding one code at a time, if needed.
- To save, click Save & Exit.
To add Customers in bulk:- Create a CSV file with the Header 'Code' as the first column
- Populate the column with the required Customer Codes.
- Click Import Customer List.
- Follow the instructions to upload the csv file.
- Check the Import Log to ensure there are no error messages.
Messages
Default messages to users are set at the promotion code feature level. These can be overridden for a specific promotion code. Leave blank to use defaults.
- Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have changed.
- Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
- Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.
- Status - the current status of the promo code
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Promotion Codes Overview — Configure system settings for promotion codes.
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Repeating Promo Codes — Set promotion codes so a customer gets repeat promotion codes after purchasing.
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Tiered Promotion Codes — Configure a tiered promotion where the discount (percentage or amount) is based on cart value.
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Whole Order Discounts — Give your customers an incentive to order online! Our Whole Order Discount feature is designed to offer users a discount on their total order value, irrespective of any existing ERP-based discounts or special pricing they may already receive
Search
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Build or Rebuild the Lucene Search Index — Build or rebuild the Lucene Search Index for your website's Search.
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Lucene Boost Word Maintenance — Boost words can be used to increase or decrease the relevance of products based on whether or not they contain certain terms.
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Lucene Index Translation Maintenance — Index Translation allows you to modify the text being indexed that searches are performed against. This can be useful for adding synonyms or alternate terms to products. It can help users find products if they use these different search terms.
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Users
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Cart Retention Settings — Cart retention settings saves the user's cart contents when a session expires for a guest user or when any user's cart is abandoned.
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Change a Website User's Password — Reset a user's password when they can't do it themselves.
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Change User Order Limits — Amend a user's online order limits (requisition, order and approval) where the Advanced Order Approval system is used.
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CMS User Login with Two-factor Authentication — CMS user login requires two-factor authentication (2FA). Both password and an authenticating PIN must be entered.
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Create CMS Users — Create new CMS Users for administrative functions on your platform.
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Delete a Website User — Remove a user from the database completely.
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Import Users — Instead of manually creating website users one by one, administrators can bulk import users, user customers, user IDs and user deletions via CSV import.
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OCI User Setup — Set up customers who use procurement systems to access your catalogue and return the Cart to these systems.
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User Impersonation — Allow a specific Website User (e.g., A) to assume the identity of another User (e.g., B) from the same company, so that A can view and perform B's tasks.
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User Maintenance — Maintain Users and Roles on your website.
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Website User Maintenance in CMS — Add, edit and configure website users in the CMS.
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