customers login to the webstore

For customers to get access to the webstore

Managing the Website 

Self Registration Process

• The webstor has a link "Register"
  • Creates a person in the system
    • Creates a Debtor linked to the person
    • Note that if this person is already in the system the person and debtor will be merged after approval.
• Approvals
• Depending on your business rules
  • All Requests require approval
  • Only requests for Trade Pricing require approval
• Pending Website Authorisations
• General Admin > Entities Cards > Pending Website Customer Activations
  •  Double Click to select and open Person
  • Note can "Search for Similar"  to look for Duplicate Person Merge or Duplicate Company Merge depending on the entity you are reviewing
• Navigate to Debtor > Roles / Profiles / Children.
• Allow Web Access Button 
  • Will add customer role to debtor for contact
  • Password will be password provided during registration
  • Login code will be email address
  • Will default pricelist to debtor depending on your business rules
  • Will tick "Allow Login"
• Notify Website Access Granted Button
• Will send Email Templates to email address 

Manual Registration Process for Individuals

• > Debtor Maintenance > Roles / Profile / Children Tab
• Add role of "Customer"
• Enter password
• Notify Web Access Granted button

Manual Registration process for persons with access to company information

• > Debtor Maintenance> Roles / Profile / Children Tab
  • Choose person
  • Add Relationship between company and person
  • Add relevant customer role
    • Debtor role will allow login to view debtor information 
  • Login code will be email address
    • Note email address can only be associated with a single debtor login
  • Notify Website Access Granted Button
    • Will send a system generated password for first use

Note: also review Adding and Managing Users in the System 

 What customers can do in the webstore

1. Pricing
   1. Pricing will use the customers default price list.
   2. If no price list exists on the customer the default will be as per your business rules
   3. If bulk purchase discounts have been defined on the customers login to the webstore by price list they can be visible in the item definition
2. View items
   1. you may limit the view of any items to persons logged in or allow public browsing of the site 
3. Search for items
1. Visible items
1. Must be in a visible Article Categories
2. Must not have shopping cart status of "Not Available"
4. Search looks in.....
5. Filter
   1. Allergens - based on Simple Profile Type defined against "Item for Sale" of special type "Food - Allergen"
   2. Dietry Claims - based on Simple Profile Type defined against "Item for Sale" of special type "Food - NIP" which stands for Nutrition Information Panel
   3. Brand based on brands used on Article
6. View items on special
   1. based on Article Web Tab - Shopping cart status = "Special"
7. List view or Grid view toggle
   1. Shows information from Article Web Tab
      1. Short Description
   2. Shows information from Article Images Tab
      1.  thumb Image
8. Breadcrumbs can be shown to simplify navigation
9. Drill to a detailed page
   1. Shows information from Article Images tab
      1. Image/Picture
   2. Shows information from Article Web tab
      1. Title
      2. Web description 
   3. Shows Navigate to links from the Article Links Tab
   4. Download attached documents managed on the  Article documents tab
   5. View Allergen and Nutritional Information panel 
10. Click on "notify me once stock available" to get email notification when you receive stock of interest
11. Add to cart
    1. Your business rules may require registration first
       1. a button to register will show instead of add to cart 
12. Checkout
13. Choose freight provider (if using Temando Module)
14. Enter credit card payment details
    1. If using eway module the credit card will be immediately approved
15. View Invoice history