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Handy reference list to 'How To' guides for a variety of CSS Features (thumbs up)


Administration Functions

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    Assigning Multiple Customer Accounts to a User — Assign multiple Customer accounts to a User.
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    Changing a User's Password — Reset a user's password when they can't do it themselves.
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    Creating a New User — Create a new User through the Admin interface.
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    Creating CMS Users — Create new CMS Users for your website.
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    Deactivating a User with active orders — Deactivate rather than delete a User. 
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    Deleting a User —  Remove a user from the database completely.
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    Facebook Sign-In for BPD — Let your B2B/B2C customers use their Facebook credentials as a third party sign-on to login to your website instead of email address and password.  This can reduce user friction and "login fatigue". For sites with B2B customers, you can also set third party logins to link to existing users. 
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    Global Login as any User — Login as any site User.
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    Google Sign-In for BPD — Google Sign-In is a secure (OAuth 2.0) login method that aims to reduce friction and "login fatigue" for your users. Instead of signing in to your website with an email address and password, your customers can login with their Google account — the same account they already use for Gmail, Docs, Google+, and other Google services.
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    Importing Users Customer Self Service (CSS) allows for new users to be created either via the administration interface, or via CSV import. This guide covers the creation of new users via import. 
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    Keep Me Logged In — Allow users to remain logged in, overriding the usual session timeout period.
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    Modal Window Login Instead of a dedicated login page, present your site's login functionality in a modal window. This gives the user a focused context for login, without navigating away from the page they were on.
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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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    Unlocking a Web User's Account — Unlock a Web User's account when it has been locked due to maximum login attempts reached.
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    User Maintenance — Maintain Users and Roles on your website.
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    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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    User's password expiry date — Set a password expiry date to force a User to change their password.
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    Website User Maintenance in CMS — Create and maintain Website Users in the CMS. Functions include: Creating a new User, Copying an Existing User, Adding a multiple accounts to a B2B user, Adding multiple accounts to a User, Approving a B2B User, Resetting a User's Password, Deleting a User's account.

Articles

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    Article List - Zoned layout An article list page on your site can be presented in a variety of layouts. Similar to a product list, article summary tiles can be presented in a grid, list, or slider format.

    Using the standard layout, the fields on these article tiles can be customised to an extent, but for greater flexibility, a zoned layout allows you to include custom fields, filter content by layer and features, and rearrange widgets on the template.

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    Article List Feature Filter —  Add an Article features filter to an article list page
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    Article Maintenance — Access various functions to maintain your article system.
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    Article Page - Zoned layout BPD websites come equipped with a clean, well-organised article layout right out of the box. But what if you've got additional content to display in your articles? Or what if you'd prefer a customised page layout, completely unique to your site?

    That's where the zoned layout option comes in! By using a zoned article layout, you can present your article in the layout of your choice, with content arranged as you please.

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    Articles (classic sites) Articles differ from static content in that they can change based on posted date, start, and finish date. For example, a promotional article could be published which would disappear at the end of the promotional period.
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    Custom Templates for (Individual) Articles — Create your very own article templates and assign them to a particular article.
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    Layout Creator — The Layout Creator in the CMS allows you to create custom layouts for various pages throughout your site. You can even create a custom Theme, if you choose.

    The layout creator essentially lets you add rows to a layout, and then divide those rows up into columns. Each row can be made up of one column, or many.

    The guide below will show you how to create your own page layouts quickly and easily; there's even a video demonstration at the end of the article.

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    Using Articles to display FAQs —  Use the Article system to display FAQs on the page with a user-controlled toggle.

Cache Refreshing

Campaigns

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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.  

Categories

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    Assign Products in Category Maintenance — Add products while editing a Category.
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    CMS Category Maintenance — The product categories used on your website are initially integrated from your ERP, but if it suits your business processes, you can bypass PRONTO category integration and opt for complete online maintenance.
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    Product Category Quick View To optimise speed in scenarios where live pricing calls are made to PRONTO, Quick View functionality can be enabled. With Quick View, product pricing and availability is not shown on initial page load. Instead, these calls are made to the server on demand when the user clicks 'Quick View'. That data is then cached for the user, thereby improving speed and performance.

Customers

Data Import and Export

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    Import Campaign Products — Perform a mass import of products for a campaign.
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    Importing Users Customer Self Service (CSS) allows for new users to be created either via the administration interface, or via CSV import. This guide covers the creation of new users via import. 
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    JSON Field Groups JSON is a low-overhead data format commonly used on pages where data needs to load and reload without requiring an entire page refresh. An example of use would be the Change Password functionality on newer (BPD) versions of Customer Self Service.
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    Product Document Import - Bulk Assign Docs to Products — Bulk assign documents to products.
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    PRONTO - Live to Stage copies — When copying your Live PRONTO data over to your Test company, there are additional steps you need to complete to ensure your stage website accurately reflects all that fresh new data.

Emails

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    BCC Order Confirmation emails — BCC 'Order Confirmation' emails to additional recipients.
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    MailChimp eCommerce MailChimp is a leading email marketing platform that enables businesses to send automated marketing messages and targeted campaigns. From version 3.80+, the Customer Self Service eCommerce Platform features seamless integration with MailChimp, pushing sales data to your member profiles for use in MailChimp's eCommerce functionality.
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    Reviewing emails sent from the website — Review all emails sent from the website, locate a particular email or re-send an email.

Integrations

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    Customer Activation — Set a customer to 'active' (to have their data integrated).
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    cXML Punchout Testing — Test cXML Punchout using the Postman for Chrome tool.
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    Facebook Sign-In for BPD — Let your B2B/B2C customers use their Facebook credentials as a third party sign-on to login to your website instead of email address and password.  This can reduce user friction and "login fatigue". For sites with B2B customers, you can also set third party logins to link to existing users. 
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Menus

Order Tracking

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    Allowing Users With Multiple Accounts to Track All Orders In Customer Self Service, a system setting controls whether B2B users can see and track the orders for ALL accounts they have access to, or just for account they are currently operating on. This article guides site Administrators in updating the relevant flag to enable or disable this function.
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    Carrier Track and Trace links — Customer Self Service features Track and Trace links for carriers that support this functionality on their own websites. This page describes the setup for those tracking links.
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    Customise Order Status Descriptions — Customise Order Tracking status descriptions.
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    Order Tracking for Child Accounts — Select whether a User can see all orders for all accounts they have access to or only the current account they are on.
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    Order Tracking Overview — Make Order Tracking available for a User group.

Payments

Personalisation

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    Contract Item Filtering in BPD For sites on version 3.88+, Contract items can be highlighted via filtering on any product list page (where contract items are present). B2B users can choose to display only their contract items, only non-contract items, or all products in the list.
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    Layer Group Filtering — Group layers together to display only first layer to a multiple group user. 
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    MailChimp eCommerce MailChimp is a leading email marketing platform that enables businesses to send automated marketing messages and targeted campaigns. From version 3.80+, the Customer Self Service eCommerce Platform features seamless integration with MailChimp, pushing sales data to your member profiles for use in MailChimp's eCommerce functionality.
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    Personalisation How To — Everyone loves it when something is customised just for them. Now, you can tailor the content on your website to the individuals who use it. With your users' preferences in mind, you can display promotions, targeted messaging, and product suggestions.

    Offering relevant content through personalisation builds loyalty, strengthens customer relationships, and can drive sales. This guide will walk you through Personalisation in the Commerce Vision CMS.

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    Targeting Banners by Device — Good news! From version 3.84+, banners can be configured to display on all devices, or targeted specifically for desktop or mobile only.

    Even better, from version 4.02+, you can also target banners to your tablet users. This can be done on the banner image itself, as well as on the Banner Slider Widget.

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    User Group Filtering — Apply layers based on groups of Users.

Product Search

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    Product Search facility — Configure the Product Search facility on your website.
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    Product Search with Static Content Page Results It is now increasingly popular for visitors to a selling site to use the Search facility to find static content such as product guides, how-to articles or info about firmware upgrades for the device they purchased. We have widened the existing Search functionality so that you can configure it to include such static content in search results.  
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    Static Content Pages Search Do you want to have a search tool just for the content pages on your site? Static pages such as articles, newsletters and blogs? In other words, pages other than product information. We have widened the existing Product Search widget functionality so that you can add a search tool just for content pages.

Products

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    Adding Products to Categories via Category Maintenance — If you maintain your product & category structure in the CMS, there are 2 ways you can add products to categories:
    1. go via the Product itself and add it into one or more categories, or 
    2. go via the Category and add multiple products to it. 

    This page outlines method 2.

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    Adding Products to Categories via Product Maintenance — If you maintain your product & category structure in the CMS, there are 2 ways you can add products to categories:
    1. go via the Product itself and add it into one or more categories, or 
    2. go via the Category and add multiple products to it. 

    This page outlines method 1.

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    Alternate Product Substitution In conjunction with Best Practice Design, you can implement an Alternate Product Substitution offer feature, whereby out of stock items in the cart can be substituted with alternates at the customer's request.

    This feature could also be used to showcase higher quality or higher margin products compared to those your customer has selected. 

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    Assign Products in Category Maintenance — Add products while editing a Category.
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    Automatic image tagging for variants — Your master products can be automatically updated with their child images and tagged for image switching.

    This means that as you add a child product to a master in the CMS, as long as that child has an associated image, it will be copied across with the correct tags.
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    Back In Stock Notifications Customer Self Service features 'Notify Me' functionality, whereby users can elect to receive an email when unavailable products return to stock.
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    Bonus Items — Automatically add a bonus (free) item to an eligible order.
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    Custom Catalogues (legacy) — Create custom catalogues (for classic sites).
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    Displaying Kit Components Kit items are defined in the ERP by an Item Type 'K' and a Bill Of Materials (BOM). The BOM is the list of all the items which make up that kit. It's often beneficial to list the components of a kit on your website, especially if they are not detailed in the product description. A Kit Component Display widget is available to list the components / BOM on the product detail page. This guide details its implementation.
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    Importing Products to a Promotion — Import Products from a spreadsheet for a promotion.
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    Product Compare Functionality Product Compare functionality gives your customers the ability to compare the features of every product on your website.  

    The user selects up to 3 products to be compared, and the features are presented side-by-side in a popup window. The user can add the products to their cart here (assuming the product is available for purchase), or they can close the window and browse for further products to compare. 

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    Product Document Import - Bulk Assign Docs to Products — Bulk assign documents to products.
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    Product Features Group Maintenance — Add a Product feature compare filter for your customers 
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    Unit Of Measure Selection on Add To Cart In many scenarios, products can be sold to the consumer in varying units and pack quantities. For example, copy paper might be sold by the ream, the carton, or the pallet. Some businesses will create 3 unique product codes to cater for these options.

    However, from version 3.82+, the functionality exists in BPD to use just 1 product code, while offering a Unit of Measure selector when adding to cart.

Promotions

Reporting

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    Create a Report — Create reports on products, orders, sales, etc. 
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    Report Subscriptions — Report Subscriptions provide Users who have access to the Report Generator with the additional function of setting a scheduling task for their generated reports. 
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    Run a Report — Run a report to extract information from the database.
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    Scheduled Reporting — The Scheduled Reporting feature allows Admin to group specific reports and set Role permissions so that only certain Users can access these reports for the Report Generator and/or Subscription functionalities.  
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    The Report Generator — The Report Generator feature permits Users based on Role to re-run (generate) reports they have access to. 

Search Analytics

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    Google Trusted Stores The Google Trusted Stores program is designed to boost consumer confidence when shopping online. Displaying the GTS badge can assist a business in reaching new customers, as well as improve sales and increase average order size.
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    Search Analytics — Use the Search Analytics Dashboard to track keywords entered, conversion rates and other statistics for your website.
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SEO

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    301 Page Redirects Page Redirects are a useful SEO tool, employed to direct users to a different page from the one originally requested.
    A 301 Redirect will tell web browsers and search engines that a particular page has moved permanently. 
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    Google Trusted Stores The Google Trusted Stores program is designed to boost consumer confidence when shopping online. Displaying the GTS badge can assist a business in reaching new customers, as well as improve sales and increase average order size.
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Settings

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