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Overview


Excerpt

This article explains the creation process of a user for customers' access to E-commerce. If you use Komet to Komet for Product Availability as a customer company, this should be useful.

 


 

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title1. Create the customer in the System

1.1 Go to Setup > Customers.

1.2 Click on the "Add Customer" green button.

1.3 A new window will open where you will be able to enter the customer information such as name, type, addresses, and emails. You can Save the customer anytime you want to.

1.4. Click on the Customer Account "Advanced" Setup link and enter the information required. Notice in order to calculate the prices for this customer you can either associate a price list (from the price list tab in this window) or set up a Price B Markup which will be used to calculate the price which will be displayed for this customer in the E-commerce. Check the Showing the Arrival Date Instead of the Ship Date on E-commerce option if necessary. For products coming from Komet to Komet, the option Display Vendor Name or Code in the E-commerce settings section may be useful in case you do not want for this customer to know who the vendor is.




Info
titleHow is the Retail Price calculate in E-commerce transactions with products coming from K2K?

In the E-commerce transactions of products coming from K2K, the price will be calculated as follows:

Product cost + freight charge + company's GPM. If a price list or a customer's markup have been associated they will also be taken into account.




 

1.5 Click on the Days of Service tab and make sure they are correctly setup since this will be used when placing the orders in the E-commerce.


 

Info
titleE-commerce Settings

Remember to configure the E-commerce Settings in order to customize the way the products will be shown for your E-commerce's customers. If you set the option option Showing the Arrival Date Instead of the Ship Date on E-commerce it's important to enter the cut off time for your customers to place orders (this can also be set up by carrier), and set Customer Day of Service in the carrier column. For Komet to Komet for Product Availability products, you must enable the Vendor Availability. For more information about this configuration read Configuring E-commerce Settings.

 



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title2. Set up the transit days

If the setting Showing the Arrival Date Instead of the Ship Date on E-commerce is enabled, you should set the transit days in the Customer Days of Service tab.




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titleInformation

If you are not looking to adjust the transit time per customer, this can also be changed through the Manage Ports by adding extra days to the Field "Ship Days before the Truck Day"




In order to calculate the dates when the product will be available when this customer is placing an order, the transit days according to the Port of Origin should be set up (for multi-location companies please read Manage Ports in Multilocation Companies) or the transit days in Shipping Schedule by Vendor.


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title3. Verify your customer's E-commerce

3.1 Click on the E-commerce link at the top right hand of the screen and choose the customer created by clicking on Select.
3.2 Make sure the carriers are correctly displayed when selecting the order date according to the settings configured in step 1.

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title4. Add E-commerce user

To associate a new user to your customer's E-commerce, follow these steps:

4.1 Go to Setup>>Users>>customers click on Add E-commerce User and enter the information for your customer users.

4.2 The system will send to the created using an email with the instructions to log in into the E-commerce.

For further information read Adding Users to Your E-commerce.



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