Overview
Customer Self Service features an export wizard that allows authenticated web 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 customer's pricing, based on all relevant ERP pricing rules. The export runs as a wizard and also allows the customer to save the 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:
Step 2 - Select the Categories:
Step 3 - Select the fields:
Step 5 - Select the order of the fields:
Step 6: Enter the destination and also save the report profile:
The report will then generate in the background and email the user once complete. The user can see the progress of the report and also collect the CSV file from the export home page:
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Additional Information
To enable data export functionality for customers, please contact Commerce Vision Support.
| Minimum Version Requirements | 3.65.00 |
|---|---|
| Prerequisites | ** |
| Self Configurable | No |
| Business Function | Marketing |
| BPD Only? | Yes |
| B2B/B2C/Both | B2B |
| Ballpark 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) | Contact CV Support |
| Third Party Costs | n/a |
| CMS Category | CMS Category |
