Customer Access


Configuring Customers

How to configure a customer's online settings


Configuring Contacts

How to configure a contact's online settings


Assigning Contact Access

How to manually assign contact access to products


Security

How to configure custom security roles 



Online Configuration


Themes

How to customize a theme


Portals

How to customize a portal


Product Catalogs

How to add Product Catalogs


New Products

How to create new Products


Configuring Products

How to configure a Product


Assigning Products

How to manually assign products to portals


Product Options

How a product options works and what the client sees



Online Navigation


Assuming Identity

How you can assume each online user's identity


Cart Approval

How the cart approval process works


Quote Approval

How a online quote is sent and what the client sees


Proof Approval

How a online proof is sent and what the client sees


Orders With Balances

How a client can see and pay for outstanding balances


Order Status

How a client can see and reorder past orders for themselves and/or their company


Favorites

How a client can add/remove and view favorite items


Inventory

How a client can see their inventory items balances


Profile

How a client can manage their own information


Admin

How a client admin can add/edit/delete their company's contacts



Variable Templates


Variable Templates 

Creating a basic variable template with basic html and stacking groups


Variable Templates Advanced 

Creating a more advanced template with advanced html




Archived

Online Ordering - MIS (version 3.0 - 3.07)