Online

FAQ - How to Integrate Your Online Products with Shippo
To integrate Shippo online: 'Shipped' option must first be added to a Customer's Online Ordering setup  Shipping Box/Weight has to be setu...
Fri, 1 Nov, 2019 at 1:17 PM
FAQ - Why are Products Not Showing Online?
Products may not be visible online for a number of reasons.  It may be that the Contact does not have access to view these products   1.        Select ...
Fri, 1 Nov, 2019 at 1:17 PM
FAQ - Why are Variable Template Fields not Shifting?
To navigate to a Variable Template: Step      Action   1.        Select {Settings} and then select {Variable Templates} from the Online Ordering section. ...
Fri, 1 Nov, 2019 at 1:17 PM
FAQ - How do I add Companies to a Portal?
Before companies can be added to a portal, the portal must first be setup. For more information, see Online Configuration - Portals. Once the portal has bee...
Fri, 1 Nov, 2019 at 1:17 PM
FAQ - How to Setup Online Ordering?
This is a blueprint for setting up Online Ordering. It will guide you through setting up a portal, adding customers/contacts to that portal, and configuring...
Tue, 8 Oct, 2019 at 10:44 AM
FAQ - How to Grant Portal Access to Multiple Contacts?
There are two main ways to grant portal access to multiple contacts. The method you use depends on whether or no these Contacts already have a Username and ...
Fri, 1 Nov, 2019 at 1:18 PM
FAQ - Can I Set a Different Customer Default on Each Portal?
Defaults are a set of preselected options for use each time a new customer is created. These options are then applied each time a contact is created for tha...
Fri, 1 Nov, 2019 at 1:18 PM
FAQ - Why Can't I Assume Identity for a Contact?
In version 3.13, single sign in enhancements were introduced, allowing contacts to login to the company portal page and be redirected from there to an indiv...
Thu, 26 Sep, 2019 at 1:11 PM
FAQ - What is a Root Theme?
A Root Theme is a preset base theme used to prefill HTML/CSS/JS for layout and design when setting up the themes used on online portals.   There are s...
Thu, 26 Sep, 2019 at 12:13 PM
FAQ - What are Themes Used For?
A Theme is used to control the layout and design when setting up an online portal.   The theme can be created using a combination of a root theme pres...
Fri, 1 Nov, 2019 at 1:18 PM