Online Configuration

Online Configuration - Theme
Back A Theme provides a default for the layout and design of a portal. The same theme can be used for multiple portals or you can create a theme for each portal. Creating a Theme Step     ...
Mon, 17 May, 2021 at 10:33 AM
Online Configuration - Portals
Back A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple portals can be created, depending on your company and customer needs. Setti...
Mon, 17 May, 2021 at 10:40 AM
Online Configuration - Product Catalogs
Back Adding Product Catalogs Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online Ordering.   2.       Select {New} under Product Catalogs section. ...
Tue, 6 Apr, 2021 at 1:18 PM
Online Configuration - Security
Back Security Roles can be created and assigned to users to control their level of access. Each permission variable controls a specific section, panel or action. There are a number of preset ...
Thu, 24 Jun, 2021 at 2:17 PM
Portals - Pages
Back To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering               section.   2.        Hover mous...
Tue, 23 Mar, 2021 at 4:37 PM
Portals - Navigation
Back To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering               section.   2.        Hover the ...
Mon, 17 May, 2021 at 11:01 AM
Portals - Products
Back To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering               section.   2.        Hover mous...
Tue, 23 Mar, 2021 at 5:05 PM
Portals - Contacts
Back To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering               section.   2.        Hover mous...
Tue, 23 Mar, 2021 at 5:07 PM
Portals - Images and Locations
Back This document provides an outline for where images can be added to the HTML code for portal homepage(Images 2-7) or CSS code for the portal theme (Image 1). The attached PDF contains imag...
Wed, 18 Nov, 2020 at 12:51 PM
Online Configuration - Adding an Order Approver
Any contact, with a role allowing them to place orders, can be designated as requiring an approver. Adding approvers to a contact's online ordering settings will mandate that any order submit...
Wed, 18 Sep, 2019 at 11:45 AM