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This Quick Reference table can be filtered to display the Customer Self Service eCommerce Platform features you want to look up. 

We'll continue to add to this list over time to help you get the most from our platform.




Handy tips for using the Available Features Table

New to BPD and need an overview? 

Click on the table filter and select 'Business Function = BPD Structure’ for all documentation that explains the make-up of our platform. 

Want to search the table by keyword?

Enter CTRL+F (or Command+F on the Mac) to bring up the Search bar for this page.

Looking for B2B only functions or only  B2C ones, or both?

Click on the table filter and select 'B2C' or 'B2B'. Or choose 'Both'.

Only looking for features that you can self-configure with no additional cost? 

Click on the table filter and select 'Self Config = Yes'.

Want to see the list of features in my version versus higher versions?

Click on the header 'Min Version Req' to re-order the features by version.

'**.**.**' means there are no min version requirements.

(This is a great resource for when you are considering or have completed an upgrade.)




Use this filter to quickly match CSS features to 'business function', 'BPD only', 'minimum version' and 'self-configurability'.

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Business Function

Feature

Feature Overview

BPD

ONLY

Minimum Version Required

B2B
B2C

Additional info

Prerequisites

Configure youself?

3rd Pty $

Data Analytics

Search Data Analysis

Capture and analyse the interaction users have with your site in real-time.

Yes

4.17.00

Both

No need to switch on. The system will automatically start collecting and analysing your customers' search behaviour.

N/A

Yes

n/a

Fraud Protection

Credit Card Retry Threshold

Dealing with credit card fraud is time consuming and costly for businesses. Stolen card numbers and fraudulent transactions result in payment disputes from the genuine card owner and loss of revenue to the business involved. 

We've developed new functionality allowing you to limit the number of failed payment attempts on an order.  Users making failed payments will be locked out from any further attempts for a set period of time.

Once the lockout period expires, the user can retry their card payment. 

Yes

4.13.00

B2C

If you'd like to take advantage of this credit card fraud protection feature for your own site, please contact our Support Team.

--

No

n/a

Marketing

Products Import for Promotion

Easily import as many products to apply to a promotion as you wish from a spreadsheet when creating your promo code in the CMS.

Yes

**.**.**

Both


--

Yes

n/a

Device optimisation

Banners by Device Type

You can upload one banner for all devices, or have one image for mobiles and another for tablets and desktop. 

Yes

4.09.00

Both

 --

N/A

Yes

n/a

Content Management

Content Page Preview

Easy on/off toggle to add a draft mode step for content changes. 

Yes

4.08.03

Both

View changes in draft mode before sending them live. A draft counter displays how many changes are in draft mode at any one time. 

--

Yes

n/a

Marketing

OG Tags for Social Sharing

Open Graph (OG) protocol tags for social media sharing of Product, Category, Article, and Menu Item pages. are standard to BPD sites. This provides richer attractive content when your site links are shared and re-shared.

Yes

4.11

Both

Core data such as Title, Description, SEO URL, image, and image alt text are pushed across to social media platforms. 

N/A

N/A

N/A

Payment

Account Payment

Giving your customers the ability to pay outstanding invoices online is an excellent way to encourage self service. Whether they want to reprint an invoice or pay off an overdue balance, our Account Payment functionality will allow everyone to keep their finances in order.

Yes

All

B2B

  • Customers can elect to pay invoices based on time period (e.g. 90 days outstanding), and the system will auto-select the applicable invoices based on their selection.
  • From version 4.10+, you can also offer a 'Pay Generic Amount' option, where the customer pays a lump sum, and funds are automatically allocated to the oldest invoices first. 
  • Customise your Account Payment page template with the Account Payment Widget.  This widget is what actually displays the list of invoices on the page, and you can specify button text, messaging, and more.

You must have an online payment facility in place with a gateway such as Eway, DPS, IPSI, etc.

Yes

n/a

Self Serve

Account Summary & Access on User Dashboard

Logged in users can view and check account info at a glance. Add info about account status, new articles, back orders, recent invoices and more to the Dashboard. 

Yes

04.10.00

B2B

More options by consultation with Commerce Vision.

--

Yes

n/a

Orders

Online Returns

The Online Returns feature has a range of settings and options available out of the box. You can configure the process to fit your business rules. Online returns are also integrated back to your ERP so they can be managed as part of your normal returns process.  

Yes

4.05.05

Both

Online returns are integrated back to your ERP so they can be managed as part of your normal returns process.  

  • Integrator version 4.69.02
  • proledb upgrade also required

No

n/a

Administration

All Orders Tracking for Users in Multiple Accounts

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. 

Yes

**.**.**

B2B

Not available where Live order enquiries are made, due to speed considerations with the ERP query.

Does not operate from the PRONTO Bill-To structure. Accounts MUST be set up in the CSS Multi Customer area against the user.

Yes

n/a

Orders

Document Attachments for Orders


The Order Documents widget lets an ordering customer attach files to their order. These files are stored on the server and can be accessed by administrators via a link on the Order Placed email.

Yes

03.82.00

Both

--

--

Yes

n/a

Fulfillment

Authority To Leave

Offer users 'Authority To Leave' functionality at checkout. This feature allows users to grant authority and nominate a designated location for their order to be left, in the event they are unavailable at the time of delivery. Authority To Leave information is then mapped to the Delivery Instructions field on the PRONTO sales order at integration.

Yes

03.83.00

Both

--

--

Yes

n/a

Behaviour & Personalisation

Product Review Management

Product Review allows your customers to submit feedback about a product. These ratings and reviews are displayed on the product detail page, and can influence and inform other users during their own buying process.  Displaying genuine user reviews is a great way to build trust with your current and potential customers.

As you can imagine, it's important for customer-submitted content to be vetted by an Administrator prior to display on the website. Holding product reviews for an Administrator to approve or reject allows the opportunity to filter out spam or other inappropriate content.

Yes

04.09.00

Both


The reviewing user will have the administrator's response emailed to them.

If you wish to customise the format of this email template, simply navigate to ContentEmails and edit the Product Review Notification email.

For information on configuring Product Reviews, see Product Reviews

--

Yes

n/a

Content

File Manager in the CMS

Upload multiple files, edit images, drag and drop files from your device into your website's file directory on the go.  

Yes

03.97.00

Both

--

--

Yes

n/a

Marketing

Product Quick View

Give your customers the ability to see product details instantly with a Quick View popup. As users shop your site, they can check product pricing and availability, then add the product to their cart, all without navigating away from the page they're browsing. 

Yes

03.97.13

Both

The Product Gallery Widget can now also be used in the Product Quick View popup to help streamline the user experience.

--

Yes

n/a

Marketing

Flexible Article System 

Unique article system that allows content managers full control of how content and article structure are arranged. 

Yes

**.**.**

Both

See also Article Template Override.

--

Yes

n/a

Marketing

News Articles & Blogs

Easily maintain and publish articles, blogs and FAQs with flexibility offered by many widgets and options.

Yes

**.**.**

Both


None

Yes

n/a

Orders

Add To Order Template from Product Page

Let the user add a product to an order template on a product page and keep browsing. This saves on page loads and prevents the user being redirected to the cart before they're ready. Useful for B2B customers.

Yes

03.88.00

B2B

--

--

Yes

n/a

Products

Kit Component Display on Product Page 

Widget add on to easily list a kit product's component products in its detail page.

Yes

03.81.00

Both

4.31+ sites can allows kit component products to be added individually to cart from the kit product's page.

4.31+ for add component products to cart.

Yes

n/a

Website User Experience

Product Compare Functionality

Let site users compare up to three products, with their features presented side-by-side. Products can be added to cart from here. 

Yes

03.75.00

Both

Custom product fields can also be added to a Product Compare grid. Contact Commerce Vision.

--

Yes

n/a

Shipping

Region Freight

Allows you to charge freight based on regions instead of linking charges to a postcode.

Yes

**.**.**

Both

Not compatible with Standard Freight. 

--

Yes

n/a

Marketing

Out-of-the-box Product Ribbons

Just tick a box to add a ribbon flag to highlight a product to users browsing your site. Select one out of the box or upload your own.

Yes

**.**.**

Both

--

--

Yes

n/a

Email

Widget-Based Email Templates

Extensive set of email templates to meet ecommerce communication needs pre-configured for use out-of-the-box. 

Yes

**.**.**

Both

Examples are Order Confirmation, Order Shipped, Password Recovery and New User Registration email templates, and many more.

--

Yes

n/a

Marketing

Questionnaire Creation

Widget-based questionaire system that is easy to configure. Add captcha for validation. 

yes

3.78

Both

Uses include Contact Us, Returns, Warranties and Feedback.

--

Yes

n/a

Behaviour & Personalisation

Infinite / Endless Scrolling

Entering a search term on a website can often yield hundreds of results. For sites with an extensive product list or vast categories, infinite scrolling (or endless scrolling) can be used to load products automatically as the user reaches the end of the page. This saves the user navigating through paging, and can provide a more seamless browsing experience. This guide details its implementation.

yes

03.07.00

Both

-- 

--

Yes

n/a

Payment Types

PayPal Express Checkout

With PayPal's Express checkout, users are able to complete their purchase in fewer steps. Customers can use the delivery and billing information they have stored with PayPal rather than re-enter them on your website. This makes checkout quicker and more frictionless.

Yes

**.**.**

B2C


Merchant Account with PayPal

No

Fees Apply

Payments

Extra Credit Card Verification for Eway

For sites that use the Eway or Braintree Payments gateway. this Credit Card Verification adds another security check for orders with new credit cards

Yes

4.15.00 ShortChange

4.23 Immediate Integration mode

4.31 Braintree Payments

Both

Automated processes at each stage of verification so minimal handling and attention needed from your staff. An order's verification status can easily be tracked and changed in the CMS manually when required.

Promotions

Whole Order Discounts

Offer customers a discount on their total order value. 

Yes

4.07.00

B2B

This discount is web-based, and is automatically applied to the cart - without the user needing a promotion code or coupon at checkout.

--

Yes

n/a

Marketing

Cross-sell & Upsell Products

Add products for cross-selling (accessories) and upselling (alternates) on a product's page. 

Yes

3.75+

Both


--

Yes

n/a

Products & Categories

Automatic Image Tagging for Variants

Your master products can automatically be updated with images of their variants and tagged for image switching.

Yes

4.04.00

Both

Works whether your product images are loaded via the CMS or sent via the Integrator!

--

Yes

n/a

Products

Product Documents

Upload a product document in the CMS to make it available to customers in one of many file types supported. 

Yes

4.00.00

Both

n/a

'Product Documents' feature enabled. 

Yes

$ -

Campaigns & Promotions

Tiered Promotions

Configure a tiered promotion where the discount (percentage or amount) levels arei based on cart value.

Yes

3.85.00

Both

Specific products / categories / stock groups can be excluded in the spend calculation.

The Promotion Codes feature must be enabled for your website. 

Yes

n/a

Promotions

User Budgets

Administrators can set up and maintain budget limits against individual Customer Users for a set period. For Customers that allocate an amount per user to buy certain items on your site, e.g., uniforms. 

Yes

4.31

B2B

  A user is prevented from submitting an order if the amount breaches their allocated budget in the set period or their budget period has expired.  


Yes

n/a

Promotions

Cart Discount Promo Codes

Give your customers a percentage off or dollar discount on their order when they reach a minimum spend amount.

Yes

3.75.00

Both

Specific products, product groups, or product categories can be excluded from the promotion.

Promotion Codes feature enabled.

Yes

n/a

Promotions

Free Product Promo Codes

Add a free product promo code for your customers.

Yes

3.75.00

Both

Specific products / categories / stock groups can be excluded in the spend calculation.

Promotion Codes feature enabled.  Some scenarios have min. versions.

Yes

n/a

Promotions

Product Discount Promo Codes

Give your customers a percentage or amount discount on an individual product or special group of products when they meet the purchase criteria you set.

Yes

3.75.00

Both

There are also additional advanced options that you can configure for promotions.  They become available after the promo is created.

The Promotion Codes feature must be enabled for your website.

Yes

n/a

Promotions

Free Freight Promo Codes

Free Freight promotion codes treat your customers to $0 shipping on eligible orders. All they need to do is meet a minimum spend requirement and apply the promo code to their cart!

Yes

3.75.00

Both

 There are also additional advanced options that you can configure for promotions.  They become available after the promo is created.

The Promotion Codes feature must be enabled for your website.

Yes

n/a

Promotions

Repeating Promo Codes

Add a promo code that rewards customers with another promo code to purchase more when they spend a specified threshold amount.

Yes

3.95.00

Both

Specific products / categories / stock groups can be excluded in the spend calculation.

 Promotion Codes feature enabled.

Yes

n/a

Promotions

Promotion Codes

Reward your customers with a promo code! Whether it's a discount, a free product, or zero dollar shipping, creating promotions is quick and easy in the CMS. 

Yes

03.75.00

Both

Some Promo code types may have a minimum version so its a good idea to check the relevant help page to make sure it's available for your site.  You can always contact Commerce Vision to upgrade if required.

The Promotion Codes feature must be enabled for your site.

Yes

n/a

Products & Categories

Custom Catalogues

Create product catalogues accessed only by specific customers, users and roles.

No

3.67.00

B2B

Custom Catalogues is stored in the web database as it is not an ERP feature.

--

Yes

n/a

Behaviour & Personalisation

Display Options for Mobile, Table & Desktop

From version 4.15.00 onward, we have enhanced the "Show on Mobile?", "Show on Tablet?", and "Show on Desktop?" widget display options. When you toggle one or more of the "Show On" device type displays to OFF, the icons will display on the widget in the template page to indicate what devices will display (or not) that widget's content. 

Yes

4.02.00 + 4.15.00

Both

The new device display toggle options will appear for sites running version 4.15 and above.

The new device display toggle options will appear for sites running version 4.15 and above.

Yes

n/a

Marketing

Article Maintenance

Easily maintain and publish articles, blogs and FAQs with flexibility offered by many widgets and options.

Yes

**.**.**

Both


None

Yes

n/a

Marketing

Owl Carousel 2

BPD websites use a jQuery plugin called Owl Carousel to render responsive sliding carousels in widgets.

Yes

04.05.00

Both

4.05+ will automatically use version 2 of the Owl Carousel. 

None

Yes

n/a

Freight

Freight Options

The Commerce Vision Ecommerce platform has a wide variety of capabilities when it comes to calculating and charging freight, including custom connections to external freight provider APIs. This page describes at a high level what our application can do.

Yes

**.**.**

Both

--


--

Standard Freight

n/a

Freight

Standard Freight

Allows configuration of charges for shipping methods by postcode, order value, consignment size or a combination of these.

No

**.**.**

Both

Configuration can be simple or complex, and specified for different regions.

--

Yes

n/a

Content

Style Sheet Editor

Have ready access to your site's CSS file so you can easily change base styles yourself. 

Yes

03.85.00

Both

Other features: all saved versions of a file are logged; click to revert to earlier version; compare changes in two versions.

--

Yes

n/a

Behaviour & Personalisation

Recently Viewed Products

The Recently Viewed Products widget can be used to display a list of products the user has previously browsed. The fields shown on these product tiles are customisable thanks to the zoned layout template.

Yes

**.**.**

Both

-- 

--

Yes

n/a

Administration

User Debtor Integration

Allows for 2-way integration between certain Website Users and PRONTO debtors to ensure new debtors and website users are synchronised and consistent across the various retail channels. 

Yes

03.88;

B2C

Useful for businesses that use an ERP as well as online to maintain customer records, e.g,, those with physical, brick and mortar shopfronts.

Commerce Vision Integrator version 4.63

PRONTO proledb version 3.11

No

n/a

Promotions

Bonus Items

Bonus Items allow for the automatic addition of an item (or items) based on the purchase of another item. The bonus item is added at zero sell price (e.g. Buy item X, get item Y for free).

No

**.**.**

Both

-- 

--

Yes

n/a

Fulfilment

Flexible Click & Collect Configurations

The Click & Collect functionality allows administrators to set order delivery/pickup modes and add freight restrictions against specific products. 

Yes

03.82.00

Both

--

--

Yes

n/a

Website Structure

Checkout Message Options

Checkout messages that are formatted to your site style. Multiple messages can be created and displayed where applicable.  

Yes

**.**.**

Both

Use to alert users of purchasing rules and regulations, warnings, changes over holiday periods, any shipping delays, etc.

--

Yes

n/a

Orders

Order Confirmation Emails

Configure the confirmation email to be sent to customers upon submission of new orders.


Yes

**.**.**

Both

A copy of the 'Order Confirmation' email can be sent to additional recipients, e.g., a Customer Service team, to advise that a new order has been placed and successfully integrated. 

--

Yes

n/a

Orders

Template-based Order Confirmation Emails

For classic sites not on our BPD framework, you use Templates to customise the order confirmation email sent to users on submission of a new order. 

No

**.**.**

Both

 Such templates override the default generic email, with an appearance that can be fully customised to your business needs. 

--

Yes

n/a

Orders

BCC Order Confirmation Emails

Add additional hidden recipients for the 'Order Confirmation' email, e.g., Customer Service team, to advise that a new order has been placed and successfully integrated. 


Yes

**.**.**

Both

 --

--

Yes

n/a

Orders

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.

Yes

**.**.**

B2B

 --

--

Yes

n/a

Site Performance

Product Category Quick View

Optimises load speed for sites that make live pricing calls. 

Yes

**.**.**

Both

--

'Live Pricing' implemented.

Yes

n/a

Behaviour & Personalisation

Product Reviews

BPD websites offer Product Review functionality via widgets.  

Reviews are submitted by online users and feature a star rating, title, and summary text.

Yes

03.75.00

Both

 Product Reviews are displayed on the product detail page of the website after being approved by an Administrator. The reviewer's name and location (optional) are displayed under the review, as well as the submission date.

--

Yes

n/a

Orders

Guest Checkout

Let users complete their purchase without first logging in or creating a user account. Lessens friction for the buying process. Suited for B2C.

No

3.81

B2C

You can add a create an account upon order submission checkbox or set it to automatic account creation if a guest purchase is made. 

 

4.31 for the Guest Checkout form to display by default.

Yes

n/a

Website User Experience

Modal Window Login

Have the option of bringing up your site's login functionality in a modal.

Yes

**.**.**

Both

--

--

Yes

n/a

Structure

Cart Preview on Hover

The Cart Summary link can produce a pop-up window for the user to preview cart contents and costs. 

Yes

03.87.00

Both

This allows the user to quickly check their shopping basket without navigating away from the page they're currently viewing.

--

Yes

n/a

Behaviour & Personalisation

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.

Yes

4.13.00

Both

  --

--

Yes

n/a

Website User Experience

Keep Me Logged In Feature

Allow users to remain logged in, overriding the usual session timeout period.

Yes

03.78.00

B2B

-- 

--

Yes

n/a

Single Sign-on

Facebook Single Sign-on for Website Users

Let your B2B/B2C customers log into your site with their Facebook credentials. Reduces user 'login fatigue'.

Yes

04.03.00,  4.16

Both

One of several single sign-on options to help enhance user experience and reduce user 'login fatigue'.

'Third Party Login' enabled.

Yes

n/a

Administration

Data Import and Export

Tool for easy import and export of product metadata, store location, and user data from the web database. 

No

**.**.**

Both

  Uses csv file type.

Import Profile set up.

Yes

n/a

Payment Types

Online Gift Cards

The website's widget-based gift card system makes online gift cards easy to create and maintain.

Yes

**.**.**

Both

Gift cards can be combined with other payment options, and can be applied multiple times until the balance is depleted.

ERP must have a special 'CSSGC' account set up for Gift Card transactions to be posted to.
PRONTO users can find additional information here - PRONTO and Online Payments.

Yes

n/a

Products & Categories

Product Variants

Organise variants of a product as a single master product for online display and search purposes on your site. This way, you don't have to upload and maintain 20+ variations for dozens of products on your site, saving time and effort. 

Yes

**.**.**


Both

You can display variants on their own individually or as variants in a single product page.

Product Variants feature enabled. 

Yes

n/a

Product Search

Product Metadata

Add product features online in the CMS rather than retrieve them from the ERP. These features are used by filters to help customers narrow down their search results to the products that are best matches. 

Yes

4.01.00


Both

No more editing first in the ERP then integrating to the web. With Product Features, you can see and update product metadata online. With our Best Practice Design sites, you can maintain all of your feature metadata via the CMS. 

--

Yes

n/a

BPD Structure

Theme Layout

A Theme Layout that gives your site its unique and consistent look and feel across all pages.

Yes

**.**.**


Both

-- 

--

Yes

n/a

Delivery

Streamlined Process for Email-delivered Products

Individual products such as gift cards and digital products can be flagged for electronic delivery. 

Both

4.20.00


Both

Purchases of flagged products will trigger the email fulfilment process set up. 

This feature must be enabled by Commerce Vision.

No

n/a

BPD Structure

Ready to Use, Easy to Customise Page Templates

Each page of your BPD website is based on a template, and each template is broken up into sections called 'zones'.  This design gives the site its structure AND allows page content to be shrunk, expanded and customised depending on the look and feel desired and device used. 

Yes

**.**.**


Both

It's good practice to test changes on your Stage site first, before overhauling layouts in your live environment!

--

Yes

n/a

BPD Structure

Intuitive Layout Creator

Use the Layout Creator in the CMS to create custom layouts for content pages. 

Yes

**.**.**

Both

Rows and columns can be added to a layout to follow your design wishes.


Yes

n/a

Products & Categories

Online Category & Product Maintenance in Pronto

You can maintain products and categories for the web via the 'Web Product Maintenance' menu in PRONTO.

No

**.**.**

Both

--

Yes

n/a

Behaviour & Personalisation

Suggested Products for Out of Stock Items

Have you ever been shopping online and seen "People who bought X also bought Y"? A great way to personalise your customer's experience on your site is to offer them relevant product suggestions. It's to this end that our new program, Wisdom of the Crowd, was created. Wisdom of the Crowd was written to help automate the display of related products.

The program, in conjunction with the Cross Sell / Up Sell widget, will suggest products to your customers based on the common behaviours of other users.

Yes

**.**.**

Both

--

--

No

n/a

SEO - Google Tag Manager

 

Marketing

Google Shopping - Product Feeds

Your site is pre-prepped for a dedicated XML product feed specifically designed to enhance your Google Shopping campaigns. 

Yes

**.**.**

Both

Creation of the XML product feed is classed as a minor project by Commerce Vision, and therefore attracts an implementation fee.

Requires a Shopping campaign in Google AdWords linked to your Merchant Center account

Yes

Your pay-per-click costs with Google AdWords account.

Single Signon

Google Single Sign-on

Allow users to log into your site with Google Sign-In to reduce friction and "login fatigue".

Yes

3.96, 4.16

Both

--

'Third Party Login' enabled.

Yes

n/a

Payment Types

Braintree Payments

Our platform comes pre-integrated with the Braintree payment gateway for easy implementation. 

Yes

4.31 

Both

Manages these payment types in one gateway: credit cards, PayPal, PayPal Pay in 4, Google Pay, Apple Pay

Braintree account; other third party accounts.

Yes

Fees apply

Behaviour & Personalisation

Personalisation to Users and Groups

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.

Yes

4.01.00

Both

  • Personalisation rules will give you an overview of all the rules currently available within the Personalisation module, as well as sample applications for each type.
  • Personalisation is now extended to Guest Users from 4.09

  • Your website must have the Personalisation feature enabled by CV Support.
  • Guest user behaviour is not tracked until version 4.09+. From this version onward, a guest user cookie will be added which allows guest actions to be logged and Personalisation rules to be applied.

Yes

n/a

B2B User Experience

Price Book Export

Allows logged in users to export product data with an easy to use wizard from your website.

Yes

3.65.00

B2B

Our Price Book includes product codes, descriptions, and the customer's pricing based on all relevant ERP pricing rules. The customer can save their profile for future use.

Price Book Export enabled. 

No

n/a

Behaviour & Personalisation

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. 

Yes

03.79.00

Both

Products must have Alternates configured (either in the ERP or the CMS) in order for this functionality to work. If an out of stock product has no Alternate data, the button will not display. 


**

Yes 

n/a

Orders

Invoice Reprints

 

Let your B2B customers reprint invoices for all otheir orders online 24/7 - regardless of the entry point (Online, POS, etc).


No


PRONTO version 670; proledb version depends on method used.

B2B

  • Reduces cost to serve by eliminating contact with Accounts Receivable staff for invoice reprints.
  • Ability for end users to get invoice reprints 24 / 7.

Yes

$ -

Payment Types

Pre-integrated Buy Now, Pay Later Payment Options

The Customer Self Service eCommerce Platform currently supports Zip, Openpay, Afterpay, Payright and PayPal Pay in 4. Easy for your website to offer one or more Buy Now, Pay Later options to your customers.


Yes


Depends on payment provider

B2C

--

Merchant Account with payment provider

Yes

Fees may apply

Payment Types

Many Credit Card Payment Options

The option for a particular Customer account to pay by credit card can be toggled on and off.  This is especially helpful where some Customers allow payment by Corporate Credit Card and others prefer orders to go on Account to be reconciled at a later date.


Yes


4.01.00

Both

 For assistance with sites not already accepting Credit Cards, please contact Commerce Vision.

Your website must be configured to process Credit Card payments before the Customer setting will have any effect.

No

Fees may Apply

Payment Types

Credit card authorisation and capture method

The Customer Self Service eCommerce Platform (versions 4.01+) supports the use of a credit card authorisation / capture mode whereby the credit card is not charged until goods are shipped.


Yes


4.01.00

Both

 For assistance with sites not already accepting Credit Cards, please contact Commerce Vision.

Your website must be configured to process Credit Card payments before the Customer setting will have any effect.

No

Fees may Apply

Payment Types

Easy Add Credit Card Surcharges

Surcharges (or discounts) can be set up for different online payment methods. You may wish to recoup the charges passed on to you by various credit card merchants, for example.

Different charges can be applied to different payment types as you see fit. A common scenario might be 1.5% surcharge for Visa & Mastercard, and 3% for AMEX.


No


none

Both

--

--

Yes

n/a

Users

Standard Roles

yes


**.**.**

B2B

Roles can be added and changed to suit your business.

--

Yes

n/a

Roles and User Role Assignment



Products & Categories

Add Product to Category in Product Maintenance 

Flexibility to add a Product to a Category when maintaining the product in Product Maintenance. 


Yes


**.**.**

Both

--

Useful when maintaining a particular product and saves time by removing an additional step.

Yes

n/a

Products & Categories

Assign Products in Category Maintenance

Add, remove, and import products in Category Maintenance.


Yes


**.**.**

Both

--

--

Yes

n/a

Categories

ERP-integrated or Online Category Maintenance

Choose between product category record maintenance entirely online or integrated from the ERP. 


Yes


**.**.**

Both

--

Product Maintenance enabled with 'Categories' option on. 

ERP Category integration disabled by Commerce Vision. 

Yes

n/a

Products & Categories

Role-based Category Templates

Website administrators can implement different category templates based on a user's role. For example, having the website display one category template for B2B users, and another for B2C users.


Yes


**.**.**

Both

--

--

Yes

n/a

Website User Experience

Dashboard Counters for Outstanding Tasks

Display an indicator on the Dashboard so B2B users scan easily see how many orders are on hold, require approval, or are awaiting payment.


Yes


**.**.**

B2B

--


Yes

n/a

Payment Types

Account Payment for Customers - Classic sites

Customer Self Service features a 'Pay Your Account' functionality which allows customers to pay outstanding invoices by credit card.  

Customers can select from pre-defined time periods, part-pay invoices, and request invoice reprints via the Account Payment page.


NO


**.**.**

B2C

 The 'Disallow Account Payment Adjustments' flag can be set at both the Role and Customer levels.

Prior to enabling Account Payment functionality, the site must have an online payment facility in place with either DPS, eWay, or TNS (formerly Dialect).

No

Fees Apply

Orders

 Flexible Order Tracking/History Options

Online order tracking to let customers search orders history. Filters to narrow search by order status, date, product, order status are standard.


Yes


**.**.**

Both

Order status descriptions and search filter options can be customised.

**

Yes

n/a

Payment Types

Online Payment Types

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No


**.**.**

Both

--

--

Yes

Fees Apply

Fraud Protection

Integrated Options for Eway Fraud Protection

Additional order data (such as the user's name, address, and email) is sent to Eway to assist their Beagle tool in fraud detection and prevention.


No


3.88.12

Both

Comparing: Credit Card / PayPal / PayPal Express / BPAY / EFT / Direct Deposit / Account Payment

minimum Integrator version 4.64.02

Yes

Fees Apply

BPD Structure

Widgets for Easy Control of Site Content, Emails & Functions

Handy little reusable modules that display content and user interface (UI) elements on your BPD website and emails. 

Yes

**.**.**

Both

Our widgets use Razor markup language to access the database, fetch data and display it to the end user in a pre-styled output format.

--

Yes

n/a

BPD Structure

Add Access Layers

Layers are used by all widgets and various functions to filter or restrict the content or access to a particular audience. A layer can be based on conditions such as the user's authentication status (logged in vs. public), their role, and/or their customer code, just to name a few.

Yes

**.**.**

Both

--

**

Yes

n/a

Self Serve

OCI & cXML Punchout Functionalities

OCI Punch-out allows customers who use procurement systems to access your catalogue and return the cart to their procurement system.

Yes

**.**.**

B2B

Punchout capability is supported by the Customer Self Service eCommerce Platform but is not a 'out-of-the-box' functionality. Consult with Commerce Vision to implement.

**


Yes

n/a

Marketing

Flyer Creator

Provides your customers with the tools to produce simple product flyers directly from your website. Targets those that are distributors.

Yes

3.94.00

B2B

Content is generated in seconds and outputs in PDF format.

The Flyer Creator feature enabled.

Yes

n/a

Website Search

Product Search with Lucene Search Engine

Our Product Search is implemented into our application codebase for increased benefits to user experience and indexing.


Yes

**.**.**

Both


Search capabilities:

  • Fast indexing and an up-to-date search index
  • Faster and more reliable searching as searches run locally on web site server
  • No third party Saas or License fees
  • Flexibility to apply extra business logic, e.g., search filter based on user's stock security (i.e. applying item restrictions).

--

Yes

n/a

Orders

Order Approvals

Order Approvals allows Customer accounts to add an approval process for its users' orders when their order limits have been reached.

Yes

**.**.**

B2B

Advanced options can be implemented by Commerce Vision.

--

No

n/a

Fraud Protection

Credit Card Retry Threshold

Dealing with credit card fraud is time consuming and costly for businesses. Stolen card numbers and fraudulent transactions result in payment disputes from the genuine card owner and loss of revenue to the business involved. 

We've developed new functionality allowing you to limit the number of failed payment attempts on an order.  Users making failed payments will be locked out from any further attempts for a set period of time.

Once the lockout period expires, the user can retry their card payment. 

Yes

4.13.00

B2C

If you'd like to take advantage of this credit card fraud protection feature for your own site, please contact our Support Team.

--

No

n/a







 







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