Customer Portal Site Maintenance

Exit

Click this button to close the Customer Portal Site Maintenance window.

New

Click this button to create a new customer portal site.

Update

Click this button to update the selected customer portal site.

Copy

Click this button to copy the selected customer portal site to a new customer portal site.

Delete

Click this button to delete the selected customer portal site.

Note You cannot delete a customer portal site if any records exist, which are associated with the site.

OK

Click this button to accept an action. This button is only available after you click the New, Update, Copy, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, Copy, or Delete button in the ribbon.

Portals

Click this button to display User Extended Options, which allows you to set up order entry options for your user ID.

First

Click this button to display the first customer portal site.

Prev

Click this button to display the previous customer portal site.

Next

Click this button to display the next customer portal site.

Last

Click this button to display the last customer portal site.

Generate Sitemap

Click this button to display Sitemap Report, which allows you to generate a sitemap XML file for the customer portal site.

Refresh Web Cache

Click this button to refresh the customer portal site web cache. This allows the customer portal site to reflect changes made in Apprise. You must click this button after making any changes to customer portal filters, products, or categories to update the site.

Site ID

Enter a customer portal site ID, or click the Lookup button to select a site ID.

Site Name

Enter a customer portal site name, or click the Lookup button to select a site name. The site name appears in the webpage title.

NOTE If you change the site name for a previously created site, you must restart the IIS web server before the new site name will appear in webpages on the site.

Allow Customer Portal Order Entry

Select this check box to allow order entry over the Internet. A similar check box is available at the user level in Customer Portal User Maintenance. User level access to allow order entry overrides module level access.

Display Shippers with No Freight

Select this check box to allow customer portal users to select shippers that do not have freight rates set up and to allow customers to select shippers even if the customers are not charged for freight.

Display Number of Results by Default

Select this check box to select the Display Number of Results check box by default for site categories in Customer Portal Category Maintenance.

B2C Site

Select this check box if the customer portal site is for consumers.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

If this check box is cleared, users are prompted to log in immediately before being able to browse the site. If this check box is selected, users can browse the site and are only prompted to log in when products are added to the cart to complete the checkout process.

If a Customer Portal site is set up as a B2C site, when the log in page appears, the user can either log in using their existing credentials or click the "Create an account today" link. After clicking this link, the user is prompted to enter a user name, password, and email address to create a new account. Creating a new account creates a new B2C user in Customer Portal User Maintenance that is associated with a new customer code that begins with "web" and is followed by a sequential number. The setup for this new user is based on the setup of the customer entered in the Default Customer field. These customers are only able to pay via credit card when placing orders on the Customer Portal site.

When the Customer Portal site is set up as a B2B site, or an existing B2B Customer Portal user logs into the B2C site, the customer sees their customer-specific pricing on the site. The customer also has the option to select their own payment terms instead of paying via credit card.

Display Sales Tax

Select this check box to display sales tax on the customer portal site.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

Show Filter Numbers

Select this check box to display the number of products for each filter value on the customer portal site by default. This can be overridden for specific categories and/or filters.

Site Status

Select whether the site is active or inactive. You can mark sites as inactive for testing, and then mark the sites as active when the sites are ready for customers. Inactive sites do not create any Apprise transactions, and only the inactive user can log into an inactive site.

Note Inactive sites do not use site licenses.

Site Description

Enter a description of the site. This description is used by search engines to find pages for the site if no description is entered on the SEO tab.

Language

Click the Lookup button to select the language for labels and text on the site.

Currency

Enter the currency for the customer portal site, or click the Lookup button to select a currency.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

Sales Location

Enter a default sales location prefix or name, or click one of the Lookup buttons to select a default sales location prefix or name. This is the location from which sales efforts are made.

Note This is the default sales location in case the customer does not have a default sales location.

Default Customer

Enter a default customer for the customer portal site, or click the Lookup button to select a default customer. This customer is used to determine the pricing displayed on the site if the site is a B2C site. Also, if the site is a B2C site, the default customer is used to determine the default values for new customers created for consumers that register on the site. When these new customers are created, the default customer is used as a template for the new customers for all fields except for address fields (that are entered directly by the consumer).

NOTE For B2B sites, this field is informational only.

Email

Enter an email address for the customer portal site.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

Phone

Enter a phone number for the customer portal site.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

Report Directory

Enter a valid folder path and name for all customer portal reports for the site, or click the Lookup button to navigate to and select the folder.

Note The report folder must be a valid folder on the Web server. Temporary customer portal files are placed here while users are navigating the customer portal site.

Example C:\Customer Portal\Reports

Image Directory

Enter a valid folder path and name for all customer portal images, or click the Lookup button to navigate to and select the folder. This must be an absolute path. You cannot use a relative path.

Note All customer portal images (help image, shopping cart image, products, etc.) are to be in the folder specified here.

Inventory Availability Display

Select one of the following options to control the product quantity availability information that users will see on the site:

• Yes/No - Product quantity availability fields display Yes or No to suggest products are available or unavailable; there is no indication of the number of units available.

• Qty - The user will see the actual number of units available for products.

• Do Not Display- There is no indication of whether products are available.

This setting is used for a customer portal user only If the Inventory Availability Display setting is None in Customer Portal User Maintenance.

Number of Results to Return

Enter the number of records the user will be able to view at a time. It is recommended to use no greater than an integer value of 20 so that records on the screen are visible and readable. If you enter 0, users can view an unlimited number of records.

Example You entered 10 in this field. A user selects the Order Status link to view his/her orders and the number of orders totaled 35. Only 10 orders are displayed at a time and there are links to the next 10 orders and the previous 10 orders. The user will click on the next 10 orders link several times to view all 35 orders.

Note If this setting is changed for an existing site, the site must be restarted in IIS.

Future Delivery Days

Enter the number of future delivery days. This is used in conjunction with the Fleet Delivery Management functionality.

Delivery Offset

Enter the number of delivery offset days. This is used in conjunction with the Fleet Delivery Management functionality.

Example If you enter 5 in this field, then no customer portal order can be scheduled for delivery within 5 days of being placed.

Delivery Cut off Time

Enter the delivery cut off time for customer portal orders. This is used in conjunction with the Fleet Delivery Management functionality.

Example If the customer’s next schedule delivery date is tomorrow, then if this field is set to 4pm and the customer is placing an order before 4pm today, the delivery date (required date) will be tomorrow. Otherwise, it will be the next route delivery date for that customer.

From Address

Enter the email address from which to send responses to requests for forgotten passwords.

Message Text

Enter the body of the message for the response to requests for forgotten passwords.

Default Payment Terms

Select the default payment terms for users on the customer portal site. You can select one of the following:

• Use My Payment Terms

• Credit Card

This Use My Payment Terms radio button is selected by default.

Description

Enter a description of customer portal site pages, which can be used by search engines to find the pages. This description is used for all customer portal site pages except category and product pages.

Keywords

Enter keywords for customer portal site pages, which can be used by search engines to find the pages. These keywords are used for all customer portal site pages except category and product pages.

Status

This grid displays the status of the customer portal site for search engine optimization, including the last time the Sitemap.xml file was generated in Sitemap Report.

View Account Balances

Select this check box to allow customer portal users to view their accounts receivable balance.

View Order Status

Select this check box to allow customer portal users to view the status of their orders.

View Invoices

Select this check box to allow customer portal users to view the details of their invoices.

View Advanced Order Entry

Select this check box to include a link to the Advanced Order Entry page on the customer portal site. This page allows customer portal users to quickly enter multiple product codes and quantities when placing orders.

Line Sort

Select whether line items in the shopping cart are sorted by product code or in the order in which the products were placed in the cart (date and time). This radio set is only enabled if the View Advanced Order Entry check box is selected.

General

Select this check box to allow customer portal users to view the basic order pad that contains the entire customer portal product line that your company has to offer to your customers.

Customer

Select this check box to allow customer portal users to view the customer-specific order pad that contains only those customer portal products that a customer normally orders.

Price Book

Select this check box to allow customer portal users to view the price-book-specific order pad that contains only those customer portal products that belong to the price book in which the customer belongs.

Latest

Select this check box to allow customer portal users to view the order pad that contains only those products the customer (user) has ordered within a specified period of time. The period of time is the number of days entered in the Last X Days field. Entering an integer value in that field, displays only those customer portal products the user has ordered within the entered number of days.

Promotional

Select this check box to allow customer portal users to view the order pad that contains only those customer portal products that are promotional products. These products can be items that your company is offering as special incentives on a limited time basis.

Latest Label

Enter the label for the Latest order pad.

Example If you enter Recent Orders in this field, users will see a hyperlink called Recent Orders, which allows them to access the Latest order pad.

Promotional Label

Enter the label for the Promotional order pad.

Example If you enter Promotions in this field, users will see a hyperlink called Promotions, which allows them to access the Promotional order pad.

Order Pad Label

Enter the label for the general order pad.

Example If you enter Create Orders in this field, users will see a hyperlink called Create Orders, which allows them to access the general order pad.

Last X Days

Enter an integer value to determine how many days of activity the user will be able to view in the Latest order pad.

Example If you enter 25 in this field, the Latest order pad only displays products ordered in the last 25 days.

Open

Enter the label that customer portal users will see when they perform an inquiry on an open order. For example, you may want to label an open order as Ordered or Acknowledged.

In Pick

Enter the label that customer portal users will see when they perform an inquiry on an order that is being picked.

Partially Confirmed

Enter the label that customer portal users will see when they perform an inquiry on a partially confirmed order.

Confirmed

Enter the label that customer portal users will see when they perform an inquiry on a fully confirmed order.

Open

Enter the label that customer portal users will see for open line items.

In Pick

Enter the label that customer portal users will see for line items that are in pick.

Backordered

Enter the label that customer portal users will see for line items that are backordered.

Confirmed

Enter the label that customer portal users will see for line items that are confirmed.

Email Order Acknowledgment

Select this check box if you want to have order acknowledgments delivered to users via email.

Note The email address is the user’s login (user name).

Send Valid Order Import Reports to Site Admin

Select this check box if you want copies of the order import logs (reports) to be sent to the administrator’s email address entered in the Admin Email field.

From Address

Enter a valid email address from which to send order acknowledgments and/or order import logs. This field is only enabled if the Email Order Acknowledgment or Send Valid Order Import Reports to Site Admin check box is selected.

Message Subject

Enter a default message subject for order acknowledgments and/or order import logs. This field is only enabled if the Email Order Acknowledgment or Send Valid Order Import Reports to Site Admin check box is selected.

Message Text

Enter a default message that will accompany the order on order acknowledgments if you selected the Email Order Acknowledgment check box. This field is only enabled if the Email Order Acknowledgment check box is selected.

Admin Email

Enter the site administrator’s email address for receiving valid order import results. This field is required if you select the Send Valid Order Import Reports to Site Admin check box, and is only enabled if that check box is selected.

Note You can enter multiple email addresses in this field, each separated by a semi-colon.

Example newsfeed@apprise.com; marketing@apprise.com

Use Customer Default Shipping Location

Select this check box to only ship products and display available inventory from the customer's default shipping location. This check box is cleared by default.

NOTE If this check box is selected, and the customer does not have a default shipping location, products are shipped from the locations selected in the Selected Shipping Locations grid.

Available Shipping Locations

This grid displays available locations, which are not yet selected for shipping.

Click this button to add the selected location in the Available Shipping Locations grid to the Selected Shipping Locations grid.

Click this button to add all locations in the Available Shipping Locations grid to the Selected Shipping Locations grid.

Click this button to remove the selected location from the Selected Shipping Locations grid.

Click this button to remove all locations from the Selected Shipping Locations grid.

Selected Shipping Locations

This grid displays locations from which products will be shipped to users (customers).

Note You do not need to select a shipping location. The products a user can see and inventory levels (in stock, out of stock) depend directly on the customer’s default shipping location plus any of these shipping locations.

Example A company has three locations - NJ, MD, and PA. PA is selected as a shipping location in Customer Portal Site Maintenance. The customer’s default shipping location is NJ. If a product is only defined for location MD, the customer would not see that customer portal product on the customer portal  site. If the product is defined and stocked at all locations with the following available quantities (NJ - 0; MD - 1,000; PA - 0), the customer would see that this product is not in stock (MD is excluded in this scenario).

Click this button to move the selected location up in the Selected Shipping Locations grid.

Click this button to move the selected location down in the Selected Shipping Locations grid.

Display VAT

Select this check box to display and calculate VAT on the customer portal site.

Country

Enter the country for which to calculate VAT on the customer portal site, or click the Lookup button to select a country. VAT is only calculated for the site for customers with ship-to addresses in this country. This field is only enabled if the Display VAT check box is selected.

Alternate Label Text

Enter a label to use instead of VAT for the customer portal site.

Example If you leave this field blank, a label on the customer portal site displays as Includes VAT. If you enter GST in this field, the label on the site displays as Includes GST.

This field is only enabled if the Display VAT check box is selected.

B2B Pricing Display

Select whether business to business prices include or exclude VAT. These radio buttons are only enabled if the Display VAT check box is selected.

B2C Pricing Display

Select whether business to consumer prices include or exclude VAT. These radio buttons are only enabled if the Display VAT check box is selected.

Type

Click the Lookup button to select the type of labels to display and edit..

Labels

This grid displays the selected type of labels for the selected site. Enter a different label in the Description column for each label you want to change.

Example You have a unit of measure called Case3, but on your customer portal site you want it to display as 3-Pack. You can enter 3-Pack in the Description column for the unit of measure.

Search Search Words

Select this check box to allow customer portal users to conduct product searches by the product’s search words entered in Customer Portal Product Maintenance, and by product user-defined fields in the Selected Product UDFs grid.

Search Long Description

Select this check box to allow customer portal users to conduct product searches by the product’s long description.

Note Keep in mind a product’s long description allows for a lengthy portrayal about a product, therefore a quick search on a long description would make sense if you do not adhere to lengthy long descriptions.

Available Product UDFs

This grid displays product user-defined fields that are not selected for searches on the customer portal site. Only character-format fields appear in this grid. For information on setting up product user-defined fields, see User Defined Fields Maintenance.

Click this button to add the selected product user-defined field in the Available Product UDFs grid to the Selected Product UDFs grid.

Click this button to add all product user-defined fields in the Available Product UDFs grid to the Selected Product UDFs grid.

Click this button to remove the selected product user-defined field from the Selected Product UDFs grid.

Click this button to remove all product user-defined fields from the Selected Product UDFs grid.

Selected Product UDFs

This grid displays product user-defined fields for which users can search for values on the customer portal site.

Example You have a product user-defined field with a label of Country of Origin that stores the country of origin for each product. Your products are assigned countries of origin of USA, Mexico, and China. You add the Country of Origin user-defined field to this grid, and users can then search for products on the customer portal site using USA, Mexico, or China as search words.

NOTE The Search Search Words check box must be selected to allow searches by the values for these user-defined fields.