Customer WEB Portal

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Customer WEB Portal: Introduction

1
Customer WEB UI (Portal) Introduction
4:14

Customer WEB Portal Introduction

2
Quick demo of Customer Web UI
8:10

A brief showcase of the customer web portal, demonstrating customer accounts and the simplicity of creating a sales order for customers.

Product Settings

1
Product Settings

Learn how to make products available on the Customer Web UI. Learn what content to add to your products to provide as much information as possible to the customer.

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EX.01 Product Settings
6:22

Understanding how product settings reflect in the customer web interface: Ensure your product record is comprehensive, including details like name, code, description, images, customer web UI description, downloadable attachments, URLs, and additional photos. Don't forget to set Customer Self-Service flag on the Details 1 tab

Customer Settings

1
Customer Settings
6:41

Create login credentials and notify your customers once your website is operational. Rest assured that customer pricing is consistently applied and customer credit control is effectively managed.

Understand how the customer web UI identifies the appropriate delivery address for an order.

Guidelines for making customer attachments accessible on the customer web interface.

2
Ex.01 Generate strong passwords for Customers
3:07

Use the built-in utility to create strong passwords for your customers and save it on the customer record.

3
Ex.02 Email Customer web UI login details to customers
6:44

To enable customers to begin accessing the Customer Web UI, it's essential to communicate the website address, their username, and password to them.

4
Ex.03 Place Sales order for Delivery to a Customer Site
9:14

Discover how to configure customer sites, which will enable customer web IU users to choose alternative delivery addresses for their orders. Keep in mind that sale prices are related to the site (if specified in the customer record). Credit limit can be tested on Customer web UI.

5
Ex.04 Place an order for delivery to a Third Party
7:58

Utilising subtraders, who are marked as T-Traders, facilitates the delivery of orders to third parties. Discover the reasons for saving orders from the customer web UI as unposted.

Product Pictures

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Product Pictures

A high-quality product record consists of images, detailed descriptions, downloadable information, and links to additional resources. If the Content Management System (CMS) module is enabled, HTML content is also a valuable inclusion.

2
EX.01 Adding Product Pictures
7:35

Setup the product for the customer web UI by adding pictures, setting description.

add pictures to products, add many pictures

Product Group Settings

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Product Group Settings (Picture, Description and Priority)
6:04

Grouping products for the customer web UI, using standard product groups. Set Product Group picture (attachments are not relevant here). Take note of the recommended product group image size and quality. Set a ranking (customer web UI priority) for each product group and product, to define the order in which product groups and products are shown on the website.

2
Ex.01 Load Product Group Pictures
4:15

Load Product Group pictures (Thumbnails) for the product groupings.

3
Ex.02 Set Priority (Order) on Product Groups and Products
13:08

Understand the process of assigning priority levels to product groups and the products within those groups for the Customer Web UI, establishing the sequence in which they are displayed on the website.

Other Images

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Other Images : Banners, Announcement banners and Logo.

Learn how to incorporate additional images into your website, including banners, announcement banners, and logos, along with the suggested dimensions for them.

2
Ex.01 Set the Company logo
3:58

Upload the company logo through the website's Admin console.

3
Ex.02 Home page Banner
4:26

Upload as many as five interactive images to serve as your homepage banner.

4
Ex.03 The Announcement Banner
3:17

A customisable space for brief messages to convey information to your customers.

Content Management System CMS

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Content Management System (CMS)
9:22

An add-on to Customer Web UI which allows for unlimited HTML content (pictures, description and attachments), alternate product categorisation and visibility controls.

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Ex.01 Customer Web UI Product Categories
9:00

 

Discover the process of establishing new Customer Web UI Product Categories for the Customer Web UI, including the steps for setting an image, a description, the priority (sequence of appearance), and adding products to the category.

3
Ex.02 Adding HTML content to a product
4:37

To transform product information, add HTML content to the Customer Web UI Description tab of the product record.

4
Ex.03 Turn on the Content Management System
3:37

To utilise the Customer Web UI Product Categories, they must be activated in the Customer Web UI settings.

The Admin Console

1
The Admin Console
12:26

Learn how to manage additional aspects of the website including Branding, Home Page banner, Announcement banner, clearing the image caches, Product Category page options, visibility of User Fields and Item Userfields, and Product Quantity Rules

2
Ex.01 Making changes to the website via the Admin console
22:08

A demonstration of additional aspects of the website including Branding, Home Page banner, Announcement banner, clearing the image caches, Product Category page options, visibility of User Fields and Item Userfields, and Product Quantity Rules

My Account

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My Account
6:31

Customers can access a wide range of financial information directly through the Customer Web UI. They can access their history, download and re-print documents, view a summary of their account and make payments (via Realex)

2
Ex.01 My Account: Documents, Reports and Files
6:02

Customers can access a summary of their account, download documents that they have been given access to, and generate reports. Additionally, they can download files to which they have been granted access. 

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Ex.02 My Account: Recent Products
1:55

Customers can review products they've purchased previously, view their past orders, and quickly reorder those items.

4
Ex.03 My Account: Repeat an order (Import Products)
2:46

Create a new order from a previous sales order by duplicating all products in the same quantities, simplifying the process of placing repeat orders. All you need is the order number.

5
Ex. 04 My Account: Add a Filter to a view (Approved SO's only)
8:59

Discover how to modify the Customer Web UI views to filter the information available to customers in My Account.

The Cart

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The Cart
3:29

Upon checkout, the customer's cart generates an order in our database. Explore quick tips for managing the cart, including adjusting quantities, deleting items, customising item and document userfields, and specifying a delivery address.

2
Ex. 01 An overview of the Cart
9:02

View the process for submitting a sales order on the Customer web UI, emailing that order to the customer and reviewing the order within your database.

3
Ex. 02 The Cart: The Delivery address and pricing of products
9:49

When delivering an order to either a third party or a customer depot, use 'sites' for the customer's depots or 'consignees' for third parties to establish the correct delivery address.

Customer Web UI Settings

1
Customer Web UI Settings
16:19

Explore essential Customer Web UI Settings customised for you by our professional services team. Learn how you can adjust these settings for daily operations.

2
Ex.01 Force Payment for Guest customer
7:31

Should you decide to enable unregistered customers to order on your website, require that they make immediate payment upon placing their order, and allocating that payment to the Sales Invoice when it gets created.

3
Ex.02 Prevent customers with Forbid new documents from logging in
6:40

When certain customers exceed their credit validation balance and are placed under "Forbid New Documents," you have the option to restrict their access to the Customer Web UI, thereby preventing them from logging in and placing additional orders.

4
Ex. 03 Set Delivery Countries
3:07

For deliveries outside of Ireland, include the list of counties here. This can be used to apply delivery charges.

5
Ex.04 Adding a Delivery Charge
2:32

Delivery charges can be added automatically to orders. Please contact Professional Services to discuss this further.

Customer Web UI Agent

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Customer Web UI Agent
0:53

Websites are hosted by Herbst and managed through the Customer Web UI agent. Please talk to Professional Services if you need to discuss this.

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1
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3:48

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