|
Newest Upgrade Features
Note: If you have any questions regarding these features,
please call 800-798-5612.
Contents:
Upgrade Date: October 2006
Pricing Maintenance
Dead Item & New SKU cross reference
Multiple Ship To's
Coming Soon:
Shipping and Tax Profiles
-Creating and applying custom shipping
and taxes to customer logins
Upgrade Date: July 2006
Order History
-Limiting Your Order History
-Deleting Specific Orders from Order History
Pricing Maintenance
-Wholesaler Programs and Catalogs
-Website Setup
My Lists & History Upgrade
Upgrade Date: October 2006
Dead Item & New SKU Cross
Reference
If a product has a dead item number or
new SKU, your customers will now be either redirected to the new item number for
their product, as well as alerted (if the product is no longer available) that
the product has been discontinued. In addition, if an item with a new prefix is
on a shopping list, it is automatically added to their shopping list.
Multiple Ship to's:
Your customers can now create multiple
shipping and billing addresses to your customer logins.
To add a New Address:
Log in to the website, then click on the My Lists and History link on the
left hand menu. Next, click on the My Addresses Link.
Next, click on the Add an Address Link. Fill out the information on this
page, and click SAVE.
To edit an
existing address:
Log in to the website, then click on the My Lists and History link on the
left hand menu. Next, click on the My Addresses Link.
Click the EDIT button in the field of the address you wish to change.
Then save your changes.
To select an address as the
billing or shipping destination for an order:
Log in to the website, then click on the
My Lists and History link on the left hand menu. Next, click on the My
Addresses Link, OR you may begin the checkout process. When you are
viewing the table containing your billing and shipping information, simply go to
the billing or shipping address which is correct for this order, and select
either Select as Bill To OR Select as Ship To for the order
you are taking care of.
Note: the following
feature will be available with our next update. This information is made
available to you now as a preview of upcoming features.
Shipping and Tax Profiles
You can now set up specific shipping and taxes to apply to individual customer
logins.
Code: enter a short description to identify which tax
and delivery table you are creating. For example: delivery1.
Description: type in a description of the tax and shipping charges. For
example: Bob Smith Delivery Charges.
Tax Rate: enter in the appropriate tax rate for this login.
Next, you will select which shipping charges are appropriate.
You have the following choices:
Free Shipping On ALL Orders: all shipping is free--however, you may say, for example, that
free shipping applies to
orders over $50.00.
Drop Ship UPS: you have a choice here to apply shipping charges
based on A) your cost or B) the order total. In addition,
you can apply an order minimum, and give free shipping for orders over a certain
dollar amount.
For all products that cannot be shipped UPS (Freight
Items):
You can also calculate delivery charges for products
that cannot be shipped by
UPS. Here you will calculate based on a
percentage from A) your cost or B) the order total.
Once you are finished, please be sure to save your changes.
To apply custom delivery charges to an
Account:
First, you must create and save the custom tax/delivery charges in Pricing
Maintenance and save them. Next, go to the Accounts link and select
the account number you wish to apply custom tax and shipping charges to. In the
account detail area, under the Basic Information area, type in the TAX
CODE which identifies your custom tax/billing you wish to apply to this account,
and save your changes.
Upgrade Date: July 2006
A new look for familiar pages
Customer Log-in information, account detail
screen, and My
Preferences have a new look.
Order History
Order History for your customers and customer
accounts will now be automatically limited to 6 months. In addition, you may now
delete your order history up to the following:
- 180 days (6 months)
- 150 days (5 months)
- 120 days (4 months)
- 90 days (3 months)
- 60 days (2 months)
- 30 days (1 months)
- 14 days (2 weeks)
- 7 days (1 week)
Deleting Individual Orders:
We have changed the format for deleting specific orders from your order history.
This is to prevent accidental deletions of customer orders. To delete a specific
order YOU MUST PROCESS THE ORDER BEFORE YOU CAN DELETE IT. Once
you have processed the order into your order history, you will click on your
order history link, and then click on the order number of the order you wish to
remove. Once the order detail pops up, you can then scroll to the bottom of the
detail page and click the Delete Order button.
Pricing Maintenance
Wholesaler Programs and Catalogs
We decided to take the Standard Contracts
link and integrate it with the Wholesaler Programs and Catalogs link, so that
you may more easily access specific contracts, flyers, and matrixes and apply
them to your customer accounts. Instead of two links, you now have one, with all
the same features and functions in one area for your convenience. The new page
is now called Standard Contract Management.
Website Setup
We have added some settings here to allow you
to make changes to information displayed on your website along with others.
Settings in this area apply to ALL customer accounts. You
will be asked to fill this information out as soon as your website is upgraded.
Use Catalog Information from: Select the wholesaler whose pictures and
item details you
would like to
display in your online catalog. If you have one wholesaler, you will select the
correct
wholesaler
for your website. If you carry multiple wholesalers, you will select which
wholesaler
whose content
you would like displayed in your website.
Show MSRP?: This allows you to display the
retail price for the products in your online catalog to
your
customers. If the product is on sale, listed in your common contract, or just
the regular price
based on
their account settings, it will be shown as Your Price.
If the item is a contract item, it
will be shown
as Contract Price. Retail price will be
shown as: MSRP: $1.99 (for example). If
there is no
discount offered to the customer and the item is list price, no MSRP will be
shown.
Show Discount?: This allows you to
show your customers the discount they will receive by
purchasing
the item from you. If the discount is less than $10.00, it will show a dollar
amount for
the discount.
If the discount is over $10.00, the discount will be displayed by the percentage
of savings
they are getting by purchasing an item with you.
Time Zone: Select the correct time zone for your location.
Company Information: Here you will be able to make any corrections or
changes to the
company
information that is displayed on your website. In addition, you will also be
able to select
the correct
time zone. This will enable you to have the correct time displayed on customer
orders.
Email Settings: You can now select up to 3 email addresses for copies of
your customer orders
to go to.
Only the Primary Contact Email will receive notifications of new customers who
have
logged into
your website.
PayPal Pay Link Information: If you would like credit card purchases to
go through PayPal,
simply insert
the correct email address for your PayPal account. You must have and active
account with
PayPal in order to be able to use this feature.
Delivery (Gasoline) Surcharge - Applies to Free Delivery Accounts: You
can set a delivery
charge amount
for your customer accounts. Simply put in the dollar amount for your Gasoline
surcharge (or
flat delivery rate, whichever applies) in the box labeled: Charge per order.
If you would like
free delivery to apply to purchases over a certain dollar amount, you will put
the
minimum
purchase amount for free deliveries in the box labeled:
No surcharge for orders equal
to or over:
My Lists & History Upgrade
We have added several links and upgraded some existing one
in this area for the convenience of you and your customers. Here is what they
are and what they do:
My Lists: Here your customers will create and edit
their shopping (favorites) lists. We have also added a new feature to this
area. Once customers click on a list name, they will be taken to a shopping
list which is empty (or if it is an existing list, to the items on the list)
Instead of Searching for products using the usual methods, they can add
specific products here by product number by typing the product number into
the new ADD ITEM feature found on this page. It will make it easier for both
you and your customers to create and maintain their shopping lists.
Account Lists: Here your customers will be able to
view and shop from the other shopping lists of the other logins assigned to
their account. Only the person who created the lists will actually be able
to modify the lists, but others will be able to view and shop directly from
them. This feature is not available to customers
assigned to your DEFAULT account.
Order History: Order history for all users has now
been limited to 6 months.
Account Order History: Here users may view the
order history of other users of their account. Only the Account Order
Administrator has access to this information, and the account must have the
Order Administration feature turned on.
Custom Contract: There have been no changes to this
feature.
|