Online Configuration

Online Configuration - Theme
Step     Action   1.       Select {Settings} and then select {Online Configuration} from Online              Ordering.   2.       Select {New} under the...
Wed, 18 Sep, 2019 at 11:37 AM
Online Configuration - Portals
Setting up Default Portal Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online Ordering.   2.       Select th...
Wed, 18 Sep, 2019 at 11:38 AM
Online Configuration - Product Catalogs
Adding Product Catalogs Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online Ordering.   2.       Select {New...
Wed, 18 Sep, 2019 at 11:38 AM
Online Configuration - Security
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....
Wed, 18 Sep, 2019 at 11:40 AM
Portals - Pages
To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering             ...
Wed, 18 Sep, 2019 at 11:40 AM
Portals - Navigation
To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering             ...
Wed, 18 Sep, 2019 at 11:41 AM
Portals - Products
To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering             ...
Wed, 18 Sep, 2019 at 11:42 AM
Portals - Contacts
To Navigate to a Portal page: Step      Action   1.        Select {Settings} and then select {Online Configuration} from the Online Ordering             ...
Wed, 18 Sep, 2019 at 11:43 AM
Portals - Images and Locations
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)....
Wed, 18 Sep, 2019 at 11:44 AM
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 set...
Wed, 18 Sep, 2019 at 11:45 AM