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.
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.
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.
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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