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Infor Rhythm for Commerce Web Content and Functions Guide
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Web shop overview
Website content
Widgets
Rhythm Core widgets
Rhythm Commerce widgets
Page templates
Pages in the website
Web shop creation: common tasks
Plan your website navigation structure
Themes and style books
Header and footer settings
Specifying the default header and footer setting
Overriding the default header and footer setting
Add pages to your website
Work with multiple websites
Configuring website links in emails
Web Content Accessibility Guidelines (WCAG)
Text alternatives for non-text content
Products
Product content
Setting up the sources of product information
Creating basic product information in the ERP
Which items are replicated from the ERP?
Warehouse accounting entity and M3
Configuring virtual enterprises for warehouse-based accounting entities
Configuring application properties for warehouse-based accounting entities
Configuring roles for warehouse-based accounting entities
Reviewing the accounting entity for a warehouse
Promotional pricing and M3
Enriching product information in product information management software
Adding product information in inRiver PIM
Using the SKUInfo field in inriver PIM
Working with fields that are partially synced in inriver PIM
HTML tags in inriver PIM product descriptions
Adding media in inriver PIM
Publishing information from inriver PIM to the e-Commerce channel
Supported data types from Infor PIM
Displaying a product on your website
Ribbons
Stock level and available to promise
Stock level indicators
Setting up stock level indicator information in the Business Center
Granting permission to view stock level information
Setting up stock level indicators in web shop widgets
Configuring the display of available to promise information in the Product List widget
Footnote in the ATP modal
Uploading ATP footnote text
Configuring the Product Details widget to display the ATP footnote
Out-of-stock products
Activating the In-Stock filter
Replication of stock information from ERP
Non-stocked products
Prerequisite for non-stocked products
Activating the display of non-stocked products
Mapping ERP statuses to the Stocked status
Dealer prices
Adding the Customer View toggle
Granting permission to use the Customer View toggle
Special price costing
Unit of measure
Setting up unit of measure information in the Business center
Enabling the unit of measure and ordering an item in the base unit
Enabling the unit of measure and ordering an item in alternate units of measure
Reviewing unit of measure information in the Business Center
Controlling the display of product information
Adding item descriptions to the Product List and Spare Parts List
Configuring the display of product and brand icons
Configuring the display of product resources
Configuring the display of product information by Business Center role
Configuring the display of Notes in the product details page
Sorting the product list
Adding item number sort options to the Product List widget
Adding a Facebook Open Graph tag to the Product Details widget
Product detail search engine optimization (SEO)
Attributes and facets
Specifying the display order of facets
Specifying the display order of facet values
Product Filter widget
Configuring the Product Filter widget
Key attributes
Activating the key attribute feature
Key attributes, categories, and catalogs
Verifying main categories in the catalog
Defining key attributes on a category
Inheriting key attributes from a category
Key attributes in the web shop
Configuring the Product List widget to display key attributes
Configuring the Product Details widget to display key attributes
Configuring the Spare Parts List widget to display key attributes
Configuring the Shopping Cart widget to display key attributes
Style items
ERP prerequisites for style item sales
Style items in the web shop
Activating the Application.Style Items Enabled application property
Selecting style items in the web shop
Setting up roles for the purchase of style items
Configuring the display of style items in the Mini-cart and Shopping Cart widgets
Create style items content
Delete style items and SKUs
Swatches
Item level enrichment model in inRiver PIM
Enabling enhanced enrichment display logic for style items
Uploading swatch images in inriver PIM
Configuring the display of swatches
Style item pricing
Specifying the source of style item pricing
Displaying discounts for style items
Spare parts
ERP prerequisites for spare part sales
inriver PIM prerequisites for technical drawings
Setting up spare part sales in the Business Center
Style items and spare parts
BOD statuses, Business Center application properties, and parent products
Creating spare parts content
Troubleshooting spare parts
Configurable products
Prerequisites for configurable products
Setting up product configuration in the Business Center
Locating information required for setup
Specifying CPQ information in Application Details
Specifying CPQ information in Application Properties
Specifying CPQ information in the Languages form
Enabling the edit and copy for CPQ in the Template Order Details
BOD replication and configurable product visibility
Web shop widgets and configurable products
Limitations of configurable products
Kits
Specifying the visibility of kit components in the web shop
Kits and spare parts
Adding a filter to the BillOfMaterial BOD
Available to promise for kits
Activating ATP for kits
Reviewing facility and supply model information
Blanket agreements
Annual, non-overlapping blanket agreements
Prerequisites for annual, non-overlapping blanket agreements
Activating annual, non-overlapping agreements
Display of annual, non-overlapping blanket agreement information in the web shop
Job-specific blanket agreements
Infor M3 prerequisites for job-specific blanket agreements
Activating job-specific blanket agreements
Display of job-specific blanket agreement indicators
Configuring the Preferred Item ribbon
Categories and catalogs
Category terminology
Category content
Creating categories
Enriching category content
Configuring the Product List widget to show enriched category information
Associating items with categories
Organizing categories into catalogs
Third-party sources of catalog and category information
Campaigns and promotions
Creating campaigns and promotions in the ERP
Creating promotions and campaigns in the Business Center
Configuring the display of percentages
Product comparison
Setting up application properties for product comparisons
Specifying the attributes to include in product comparisons
Adding product comparison features to your website
Product recommendations
Prerequisites for using inriver PIM for product recommendations
How product recommendations work in inriver PIM
Style items and product recommendations
Preparing inriver PIM for product recommendations
Creating recommendation types in inriver PIM
Reloading the model in inriver PIM
Preparing inriver PIM cloud for product recommendations
Creating recommendation types in inriver PIM cloud
Reloading the model in inriver PIM cloud
Adding recommended items and products in inriver PIM
Using rules in inriver PIM to add recommended items
Prerequisities for using Infor AI Platform for product recommendations
Setting up Infor AI group
Setting up service.endpoint
Setting up item-item.similarity.endpointname and user-user.similarity.endpointname
Setting up input.params.mapping
Setting up output.params
Reflecting the updated tenant settings without waiting for cache to expire
Setting up ION group
Limitations of Infor AI Platform and RRS Integration
Adding the Product Recommendations widget to the web shop
Product search
Ranking of search result
Completing the configuration of Did You Mean functionality
Special characters in product search
Dynamic Search
Configuring the Dynamic Search widget
Category navigation update based on product search
Enabling coordinated navigation
Advanced search and fitment guides
Customer service content
Specifying contact information for a market
Specifying contact information for a store
Specifying contact information for a warehouse
Configuring the Dashboard Customer Service Contact Information and Market Contact Information widgets
Static web content
Stores
Working with Google maps
Prerequisites for using Google maps
How customers interact with Google maps in the web shop
Enabling Google Map APIs in the Google Cloud Platform console
Creating and configuring the API key in the Google Cloud Platform console
Activating Google maps in the Business Center
Controlling administrator access to maps in the Business Center
Creating map marker colors
Configuring map markers by store type
Specifying store locations on the map
Configuring the Store Location List widget
Configuring the Store Location Details widget
Controlling customer access to the store locator
Warehouses
Warehouse selection by Rhythm logic
Activating Rhythm warehouse logic
Warehouse selection by ERP logic
Activating ERP warehouse logic for all users
Activating ERP warehouse logic by role
Location selection by web shop user before or during checkout
Overview of click to collect and delivery configuration in the Business Center
Click to collect
ERP compatibility with click to collect
Enabling click to collect
Setting a store type as a click to collect type
Designating stores as pickup locations
Enabling click to collect for customer users and consumer users
Click to collect and BODs
Delivery
Enabling the selection of a delivery location
Setting a store type as a delivery store type
Designating stores as delivery locations
Enabling the selection of delivery locations for customers
Delivery locations and BODs
Removing the pick up location and delivery settings from store types
Configuring the location selector widget
Warehouse selection during checkout
Enabling warehouse selection by customer user
Warehouse selection by customer user and BODs
Warehouse accounting entity and M3
Configuring virtual enterprises for warehouse-based accounting entities
Configuring application properties for warehouse-based accounting entities
Configuring roles for warehouse-based accounting entities
Reviewing the accounting entity for a warehouse
Favorites
Setting up web shop pages for Favorites
Accessing the Favorite list
Adding items in the Favorite list
Favorites page
Creating a Favorite list
Renaming and deleting lists
Creating the Favorites page and configuring the widget
Favorite Details page
Creating the Favorite Details page and configuring the widget
Moving items to another Favorite list
Deleting items from the Favorite list
Adding items from the Favorite list to your cart
Configuring Favorites using the Business Center
Shopping cart and ordering
Setting up customer item aliases
Decimal quantities
Setting up modular quantities
Setting up ordering from the Product List widget
Setting up ordering from previously placed orders
Setting up ordering from template orders
About quick order entry
Enabling quick order entry for users
Adding the Quick Order Entry widget to a page
Configuring the Quick Order Entry widget to display product images
Stock level, available to promise, and pricing information in Quick Order Entry
Configuring the Quick Order Entry widget to stock level, ATP, and pricing information
Search function in the Quick Order Entry widget
EAN and UPC codes in quick order entry search
Specifying the relevancy setting for quick order entry
Overriding default search configurations on the Quick Order Entry widget
About file uploads
Setting up order file uploads
Setting up order header notes
Setting up order line notes
Configuring the Mini-cart
Items and order lines
Enabling same item on multiple lines per order
Setting up international codes
Request for quote (RFQ)
RFQ process flows
Limitations of the RFQ feature
Setup of ION for RFQ
Overview of RFQ setup in the web shop
Creating the Quote Details page
Creating the Quote List page
Creating the Quote Request page
Adding the Dashboard Quotes widget to the dashboard
Configuring the Mini-cart widget for RFQ
Configuring the Shopping Cart widget for RFQ
Configuring the Order Details widget for RFQ
Overview of RFQ setup in the Business Center
Setting up a role for users who administer quotes
Setting up a role for customer users who request quotes
Specifying email addresses for RFQ notifications
Configuring markets for RFQ
Options in the Quote Request page
RFQ notifications
Order guides
Limitations of order guides
Web shop pages for order guides
Order Guide List page
Creating the Order Guide List page and configuring the widget
Adding the Order Guide List page to the dynamic header menu
Adding the Order Guide List page to the My Account menu
Order Guide Details page
Order guide design
Purchase history design
Creating the Order Guide Details page and configuring the widget
Configuration of the Business Center for order guides
Activating order guides
Specifying the refresh frequency of order guide prices
Granting customer users permission for order guide features
Upload of order guides in the Business Center
Activating bulk upload of order guides
Granting permission to upload order guides
Requirements for the file used to upload order guides
Overview of bulk upload of order guides
Downloading the template for bulk updates of order guides
Preparing the file for the bulk upload of an order guide
Uploading the order guide file
Validation of the order guide file
Downloading the validated order guide file
Importing the order guide file
Edit customer order after submit
Limitations of editing customer order after submit
Overview of edit customer order after submit on the web shop
Configuring the Dashboard Order History widget for Edit Order
Configuring the Order List Submitted widget for Edit Order
Creating the Edit Order page and configuring the widget
Editing items in the Edit Order page
Configuring Edit Customer Order using the Business Center
Setting up a role for customer users who edit a customer order
Setting up criteria for Edit Customer Order
Checkout
Shipping and delivery
Delivery methods
Setting up the selection of a single delivery method for the order
Setting up the selection of multiple delivery methods for the order
Using the ERP to determine the delivery method for the order
Display of delivery methods in the web shop
Deliveries and delivery dates
Setting up shipments to multiple addresses
Requested delivery dates (not confirmed by ERP)
Setting up delivery date functions without ERP confirmation
Confirmed delivery dates
Setting up delivery date functions with ERP confirmation
Payment
Credit card payments
CenPOS
CenPOS implementation tips and limitations
Reviewing payment method codes
Setting up user segments by market for CenPOS payments
Adding the Payment CenPOS Portlet widget to the Order Checkout page
Migrating CenPOS setup from the Business Center
Review
Terms and conditions for checkout
Creating terms and conditions for checkout
Configuring the web shop to use the same checkout terms and conditions for all markets
Configuring the web shop to use different checkout terms and conditions for each market
Requiring confirmation of terms and conditions
Purchase order number field
Enabling the purchase order field for customers
Configuring the length of the Purchase Order Number field
Your Reference field
Enabling customer access to the reference information field
Configuring the Your Reference field
Order summary
Omitting final price calculation
Specifying the display order of distributed charges
Setting up the display of order charges
Shipping and billing addresses
Configuring address sequences
Configuring the address identifier
Streamlining the checkout flow
Omitting the Payment step
Omitting the Delivery step
Troubleshooting the checkout process
Pricing or delivery information cannot be retrieved
Exposing the temporary order number in Chrome
Exposing the temporary order number in Internet Explorer
Exposing the temporary order number in Safari
Cost centers
Cost center setup in M3
Activating cost center functions
Configuring the length of cost center IDs
Creating and assigning cost centers
Assigning cost centers to users in the User Details form
Cost centers and orders
Deleting cost centers
Order approval
Order approval widgets
Order approval notifications
Overview of setting up order approval in the web shop
Creating an order for approvals detail page
Creating an order approval list page
Adding the Dashboard Order for Approval Portlet widget to the dashboard
Configuring the Order Details widget for order approval
Configuring the Order Checkout widget for order approval
Overview of setting up order approval notifications
Setting up order approval notifications
Customizing the Order Approval Notification template
Setting up approvers and requesters
Order history, invoices, and other customer information
Configuring document downloads
Connecting Rhythm Commerce to IDM
Setting up the download of order confirmations from the Order Details widget
Setting up the download of invoices from the Invoice Details widget
Setting up the download of delivery notes from the Delivery Notes widget
Setting up the download of documents from the Generic Download widget
Delivery tracking information
ERP prerequisites for the display of tracking information
Configuring URLs for carriers
Granting permission to view delivery tracking information
Transaction information widgets
Configuring the display of the delivery method in the Order History and Order History List widgets
Working with order statuses in the Ordered Items and Order List Submitted widgets
Configuring account balance information
Displaying purchase order numbers on invoice widgets
Working with invoice statuses
Deleting invoice statuses
Hiding status information on the Invoice List widget
Hiding invoice statuses on the Invoice Details widget
Configuring the display of orders and invoices based on warehouse group
Payment methods on orders
Deleting transaction data
Return merchandize authorization (RMA)
Configuring roles for RMA
Specifying RMA approver email addresses
RMA notifications
Self-registration
Creating a customer record for consumer users
Setup of self-registration in Rhythm Portal
Self-registration terms and privacy policies
Creating terms and privacy policy documents
Configuring the web shop to use one set of policy documents
Configuring the web shop for market-specific policies
Creating the self-registration page
Configuring Mini-cart, Rhythm Login, and Checkout widgets for self-registration
Configuring Contact Information and User Logo widgets
Specifying the redirect page
Enabling the display of the password policy
Captcha in user registration
Configuring the email verification notification
Email verification during account setup
Guest users and market selection
Prerequisite for market selection
Activation of market selection
Creating guest users
Assigning guest users to markets
Configuring markets for self-registration
Configuring the Market Selector widget
Configuring the guest user role for self-registration
Consumer user information in the Business Center
Reviewing the Consumer User role
Creating a user segment for consumer users
Creating an assortment for consumer users
Specifying delivery methods for consumer users
Setting up address formats for replication to the ERP
Configuring the length of address fields
Configuring address replication behavior
Notifications
Setting up the Business Center for notifications by market
Creating notification templates in the Notification Service
How the Notification Service sends notifications
Account created notifications
Account created notification variables
Email verification notifications
Email verification notification variables
Password changed notifications
Password changed notification variables
Password reset notifications
Password reset notification variables
Order notifications
Setting up order notification emails in the Business Center
Order Notification variables
Editing notification templates for cXML order transactions
Adding tracking number information to the order notification template
Best practices for order notifications
Troubleshooting order notification emails
Order for Approval notifications
Order for Approval notification variables
Order return notifications
Order return notification variables
Request for quote notifications
Request for quote notification variables
Error handling notifications
Discontinuing use of Rhythm Portal notifications
Languages and locales
Supported languages
Adding languages
Translating text
Making languages available for selection on the website
Multi-customer users and language selection
Removing web shop content
Analytics and reporting
Setting up the GA4 field
Setting up Rhythm Portal for Google Analytics and Google Tag Manager
Content by page template
Common elements
Home page - not logged in
Home page - logged in
User Information page
Order History page
Order Details page
Order Guide Details page
Order Guide List page
Template Order List page
Template Order Details page
Order for Approval Details page
Order Approval List page
Invoice List page
Invoice Details page
Category List page
Product List page
Product Details page
Spare Parts Details page
Promotion Details page
Quote Details page
Quote List page
Quote Request page
Campaign Details page
Search Results page
Shopping Cart page
Checkout page
Store Locator page
Store Details page
Content pages
Contact page
Widget content and configuration
Replacing Marionette widgets with React widgets
Rhythm Core widgets
Breadcrumbs
Dynamic Footer
Dynamic Header
Language Selector
Login
My Account
Rhythm Social Media
Rhythm Commerce widgets
Account Preferences
Authorized Personnel
Blanket Agreement Job Specific
Campaign
Campaign/Promotion Hero Banner
Category Navigation
Contact Information
Customer Dropdown
Credit Summary
Dashboard Customer Service Contact Info
Dashboard Latest Order Status
Dashboard Order for Approval Portlet
Dashboard Order History
Dashboard Quotes
Dashboard Recent Deliveries
Dashboard Recent Invoices
Delivery Note Details
Display Options
Dynamic Search
E-com Language
Edit Order
Favorites
Favorite Details
Favorite Header Menu
Generic Download
Invoice Details
Invoice List
Item Attribute
Location Selector
Market Contact
Market Selector
Mini-cart
Order Checkout
Order Details
Order Approval List
Order for Approval Details
Order Guide Details
Order Guide List
Order List Submitted
Order List Template
Ordered Items
Payment CenPOS Portlet
Photo Gallery
Product Compare Sticky Bar
Product Details
Product Filter
Product List
Product Recommendations
Promotion
Promotions Carousel
Promotional Items
Quick Order Entry
Quote Details
Quote List
Quote Request
Return Merchandize Authorization
Rhythm Currency
Security
Shopping Cart
Spare Parts List
Store Location Details
Store Location List
Style Matrix
Template Order Details
User Logo
User Registration
User Shipping Profiles
Style book elements
List of cookies utilized by Rhythm
Default translations for pages in the Rhythm for Commerce theme
Chinese (Simplified) translations
Canadian French translations
Danish translations
Dutch translations
English translations
Estonian translations
Finnish translations
French translations
German translations
Hindi translations
Italian translations
Japanese translations
Latvian translations
Lithuanian translations
Norwegian translations
Spanish translations
Swedish translations
Polish translations
Using the Generic API to replicate catalogs
Catalogs
Categories
Items
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