Infor Rhythm for Commerce Customer Management Guide

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Customers
Overview of creating customers
Setting up customer-related application properties in the Business Center
Setting up automatic assignment of markets and virtual enterprises (optional)
Creating customers in the ERP
Refining customer information in the Business Center
Creating customer users
Re-syncing customer users
Making languages available for selection on the website
Bulk upload of customer users
Creating the customer upload file
Importing users using bulk upload
Deleting customer users
Multi-customer users
Creating customer groups and assigning them to users
Creating customer group users
Bulk upload of customer groups
Creating the customer group upload file
Uploading the customer group file
Shipping address types
Infor M3 setup for web-only addresses
Setting up the WebService.Send User Address application property
Specifying who can use web-only addresses
Enabling the creation of addresses for customer users
Reviewing shipping addresses in the Business Center
Reviewing customer user orders
Managing access to your website
Controlling access to websites
Controlling access to web pages
Removing permission control tabs
Revoking access for a user
Preventing users from placing orders
Customers and procurement systems
Procurement system transactions
Activating procurement system transactions
Creating the PunchOut customer user
OCI-based PunchOut
Specifying OCI information on the customer record
OCI field mapping conditions
Configuring SAP eProcurement
cXML-based transactions
Credential identity for cXML transactions
Specifying the credential identity field
cXML-based PunchOut
cXML PunchOut files
What happens during cXML PunchOut
Anonymous cXML PunchOut users
Specifying cXML information on the customer record
Order transactions
What happens in an Order transaction
cXML Order files
Requirements for cXML OrderRequest files
Setting up Order transactions
Specifying the default user ID mapping for Order transactions
Designating the OrderRequest customer user
Specifying cXML order information on the customer record
Setting up unit of measure mapping for cXML OrderRequests
Editing notification templates for cXML order transactions
cXML OrderRequest to ProcessSalesOrder BOD mapping
cXML PunchOut log
Controlling administrator access to PunchOut logs
Reviewing cXML messages
Setting up the PunchOut.LogCleanUp scheduled job
Ship to ID mapping for cXML transactions
Specifying the ship to ID xpath for cXML transactions
Order requesters and approvers
About requesters
About approvers
About approval flows
Order approval by user
Enabling the Ordering.Order Approval Flow Mode application property for approval by user
Setting up approvers for order approval by user
Setting up requesters for order approval by user
Order approval by cost center
Enabling the Ordering.Order Approval Flow Mode application property for approval by cost center
Setting up approvers for order approval by cost center
Specifying approval information for cost centers
Enabling the receipt of order approval notifications
Limitations of cost center order approvals
Overview of order approval flow
Requesting approval for an order
Approving orders
Rejecting orders
Canceling an order request
Using the Dashboard Orders for Approval Portlet widget
Using the order approval list
Using Order for Approval Details widget
Order approval notifications
Best practices and limitations for the setup of order approval
Consumer users
How a consumer user registers for an account
What happens when a guest user registers in the web shop
What happens when a consumer user places an order
Managing consumer users in Rhythm Platform
Changing the market and role for a consumer user
Reviewing consumer user orders
Customer users, consumer users, and your website
Locating products to purchase
Selecting a location before browsing
About the search function
Beginning a search
Completing a search
Search terms with no results
Style items
Adding notes
Comparing products
Checking the availability of products
Adding products to the shopping cart
Adding configurable products to the shopping cart
Blanket agreements
Customer users and annual, non-overlapping agreements
Customer users and job-specific blanket agreements
Order guides
Order guide purchase history
Checking out
Editing the order during checkout
Adding items to the cart during checkout
Replacing all items in the cart during checkout
Step one: shipping
Completing step one with order delivery
Completing step one with order pickup
Step two: delivery
Step three: payment
Step four: review
Step five: confirmation
Reviewing order history by order number
Reviewing order history by ordered item
Credit hold status of orders
Edit existing customer order
Adding products to existing customer order
Searchable products in the Add Product modal in Edit Order
Updating product quantities in existing customer order
Canceling order lines from an existing order
Requesting returns (RMA)
Requesting quotes (RFQ)
Submitting an RFQ
Accepting or rejecting a quote
Quote statuses
Reviewing quote information
Reviewing invoices
Template orders
How users create template orders
How users add items from template orders to the shopping cart
How users modify template orders
Administering account information
Customers and your databases
FAQs for your customers
FAQs for regular users
FAQs for multi-customer users
FAQs for advanced users
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