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Overview

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Customer Self Service features an export wizard that allows authenticated web logged in users to export product data from the website (Price Book Export). 

In a B2B environment, your customers may require product data from your website in a CSV format. Customer Self Service allows the set up of a wizard that will allow for the export of product data from the website. This data includes the 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 the each profile for future use.The option to export the data in PDF format is also available.

 

An export process might look like this:

 

Step 1 - Select the Catalogue:

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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:

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Additional Information

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MultiExcerptNameAdditional Info
To enable data export functionality for customers, please contact Commerce Vision Support.
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MultiExcerptNameFeature Title

Allowing Customers to Export Product Data from the Web (Price Book Export)

Minimum Version Requirements

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MultiExcerptNameMinimum Version Requirements

3.65.00

Prerequisites

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MultiExcerptNamePre reqs

**

Self Configurable

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MultiExcerptNameSelf Configurable

No

Business Function

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MultiExcerptNameBusiness Function

Marketing

BPD Only?

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MultiExcerptNameBPD Only

Yes

B2B/B2C/Both

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MultiExcerptNameB2B/B2C/Both

B2B

Ballpark Hours From CV (if opting for CV to complete self config component)

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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs

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MultiExcerptNameThird Party Costs

n/a

CMS Category

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MultiExcerptNameCMS Category

n/a

 

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