Overview
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In a B2B environment, your customers may require product data from your website in a CSV or PDF format. Our Price Books include product codes, descriptions, and related data, including the customer's pricing based on all relevant ERP pricing rules. The export runs as a wizard and also allows the customer to save each profile for future use.
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Allows logged in B2B users to export product data with an easy to use wizard from your website. |
An export process might look like this:
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Step 1 - Select the Catalogue:
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Step 3 - For CSV format, select the fields (not applicable for PDF exports):
Step 5 - For CSV format, select the order of the fields, and decide which field you'd like to sort the output by:
Step 6: Enter the destination email address, and save the report profile for future exports (optional):
The report will then generate in the background and email the user once complete.
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The user can see the status of the report and also collect the CSV of PDF file from the export home page:
Additional Information
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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. |
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Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Ballpark Hours From CV (if opting for CV to complete self config component) |
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Ballpark Hours From CV (in addition to any self config required) | Multiexcerpt | MultiExcerptName | Ballpark Hours From CV (in addition to any self config required)Contact CV Support | ||||||||||
Third Party Costs |
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Related
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help
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