Setting up the back office for online ordering
This chapter contains information about setting up online ordering functionality for your customers. After this setup is complete, customers can add items to an order, submit orders online, check order status, track shipments, and more.
If you are using the Customer and Reseller portals, these topics apply to both, because Reseller Portal includes Customer Portal functionality.
This table shows the necessary setup tasks. For multi-site implementation, the table shows whether to perform each step in the Primary Site, all sites, or only desired sites. If your implementation has only one site, then that is the Primary Site.
| ✔ | Description | Back office form | For multi-site, perform in... |
|---|---|---|---|
| ❑ | Set up item pricing:
|
Portal Parameters
Item or Multi-Site Items Item Pricing Currency Codes Portal Pricing Pre-Activation Portal Pricing Review Portal Pricing Activation Background Task History Customer Contracts |
For pricing rules, this depends on the rule selected. Set the default pricing site for items in the Primary Site. Set pricing options in individual sites. Set currency codes in all sites. Perform pre-activation and review from individual sites. Perform activation from the Primary Site. |
| ❑ | Set up shipping charges. |
Freight Charge Methods
Ship Methods Ship Via Codes Multi-Lingual Ship Methods Ship Method Groups Customers or Multi-Site Customers Items or Multi-Site Items |
All sites |
| ❑ | Specify additional portal parameters. | Portal Parameters | Primary Site |
| ❑ | Activate expected ship dates. (Optional) | APS Sites and Alternative Management | Primary Site |
| ❑ | Define all tax codes in every site of the Customer Portal site group. | Tax Codes | All sites |
| ❑ | Add customer tax codes, by location, for all sites in the Customer Portal site group. | Address Tax Code Defaults | All sites |
| ❑ | Add country codes to province and state records. (Optional) | Prov/States | Primary Site |
| ❑ | Set up credit card processing. (Optional) | Credit Card Systems Also see the Credit Card Interface Configuration Guide |