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Overview

Excerpt

Komet Sales provides different options for users to configure the company's E-commerce settings.

 

 

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titleSetting up the E-commerce

In order to configure your E-Commerce settings follow these steps:

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Go to Setup Settings E-Commerce and click on the E-Commerce Settings link.

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 The "E-Commerce Settings" window will pop up, displaying all available options:

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Max Age: Products that have an

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Excerpt

In this article, you will learn about e-commerce settings for single and multi-location companies.

Tip

Roles enabled to perform this action: Admin, Setup.

Table of Contents

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Open E-Commerce Settings

To modify e-commerce settings, do the following instructions:

  1. Go to Setup and select Settings.

  2. Select the settings you are modifying from the E-Commerce group of settings.

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E-Commerce Settings

  • Max Age: Products with aging greater than this value will not be included

within
  • in the availability. Leave blank to ignore this setting. The user can customize this setting per customer. To see more information, please refer to Customer "Advanced" Setup.

  • Min Age: Products

that have an
  • with aging lower than the established value will not be included within the availability. Leave blank to ignore this setting. The user can customize this setting per customer. To see more information, please refer to Customer "Advanced" Setup.

  • Rules and Conditions: This information will always be visible during the ordering process. Use this to communicate your sales policies to your customers.

This information will display in visual and list versions.
  • For more details, please refer to Customer "Advanced" Setup.

  • Max Order Days in Advance: Determines the maximum number of days

in the future that
  • an order can be placed in the future. The maximum is 60 days.

Hide
  • Show On-Hand Inventory: By enabling this option, the system will hide the On Hand inventory in the E-commerce site for the customers. You may want to enable the Future Inventory or the Vendor Availability

in order
  • to allow the customers to purchase something. 

  • Show Future Inventory: By enabling this option, the system will display the Future Inventory in the E-Commerce, as long as there is

not
  • no Open Market inventory available for that

same
  • date. Once the customers purchase Future Sales items, the system will generate a Prebook instead of an invoice. The system will

take into account
  • consider the Max order days in advance to start displaying Future Inventory. Also, the system will

take into account
  • consider the Truck Days After in the Future Sales Settings to determine the number of days

that
  • a product will be available in the Future Inventory for E-Commerce.

  • E-mail invoice: When checked, the system will e-mail the invoice to the customer as soon as it is approved.

  • Don't show the "Sell Fast" icon: By enabling this option, the system will not show the red lightning bolt icon on the E-commerce availability screen when products are marked as "Sell Fast". This option is only available in the list of customer

experience,
"Advanced"
With this option, the system will allow the
  • This option allows E-commerce users to view

it
  • the product in any

of the different languages currently
  • available language. This option is only available in the

list
  • customer experience

,
"Advanced"
  • Setup.

  • Allow customers to edit Ship To's: If this option is enabled, the customer will be able to edit the Ship To information. This option is only available in the list of customer experience

,
"Advanced"
that will be
  • displayed for any given item regardless of the total boxes available.

  • Cut Off (EST): The system allows

to set
  • setting a Cut

Off
  • -off time for shipments per day of the week

as well as
  • and which carriers

are available for
  • the customer

to
  • can select.

To find more information about this option please refer to 
  • Please refer to Setting a Cut Off on E-Commerce for more information about this option.

  • Automatic web hold: By enabling this option, the system will automatically place the items on web hold when transferred from the Staging Area to the Inventory. The products will be released at the specified time, depending on the day of the week, set by the user within this setting.

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  • Category exclusions: When you enter product categories in this field, customers will not see them in the E-Commerce.

  • Autoconfirm Orders Upon Checkout: When this option is enabled, the system will automatically confirm

automatically
  • e-commerce orders upon checkout meaning that it won't be necessary to wait for the salesperson's confirmation to

completed
  • complete the process. This setting does not apply

for
  • to orders of products

coming
  • from K2K integration.

  • Hide "My Account" tab: By enabling this option, the entire My Account tab in the E-commerce will be hidden. This will include the Account Info and Product Packs sections.

Warningtitle
Important

In multilocation companies , the setting Hide "My Account" tab will apply for all the locations once it is enabled.

Send Check Out Notification To:
  • Send Checkout Notification To. You will be able to enter in this field several emails separated by semicolons where the

check out
  • checkout notification of e-commerce orders will be sent. Remember this is also configurable on a per-customer basis from the Advanced Customer Account

"Advanced" Setup
  • Setup.

  • Prebook Summary - Order Type. You will be able to choose which Prebook Order Type will be visible to your users on your e-commerce website.

  • K2K GPM. Set up a GPM for all the products coming from K2K integration purchased on E-commerce. This option applies both for list and visual versions.

  • Hide Product with No Pictures:

This option applies for the e-commerce visual version and Mobile App.
  • By enabling it, the system will hide products locked or without

image will be hidden title
  • images from the e-commerce interface.

Info
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Multi-Location Companies:

The Hide "My Account" tabsettingwill apply to every location when enabled.

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Vendor Availability

Through this option

Settings

With the Vendor Availability setting, the system enables E-commerce users to create Prebooks based on Vendor Availability.

 To have this option active, follow the same steps as above. Select the Vendor Availability link under the "E-commerce Settings":Image Removed

 

WarningKeep in mind that it is necessary to create a Price List when activating the option to display Vendor Availability items on E-Commerce. To learn how to create a Price List, please refer to Price lists

 

To display Vendor Availability in the E-Commerce, you must have an active price list. To learn more about price lists, read Price Lists.

  • Show Vendor Availability on E-commerce: By enabling this option, the system will show the Vendor Availability inventory in the E-commerce site for the customers to purchase something. 

  • Ship Days Offset: The number of days

that
  • an E-commerce order with Vendor Availability products must be entered

in advance of
  • before the ship date. 

  • Quantity Cap: This is the maximum quantity

that will be
  • displayed for any given item regardless of the total units available.

  • Allow to Build Boxes from Items in Units: By enabling this option, the system will allow

to build
  • building boxes from items in units when customers shop on e-commerce.

By leaving
  • If this option

unchecked
  • is disabled, the system will only allow

shopping
  • the shipping of solid boxes.

 
Info
titleImportant
In multilocation companies, this

Multi-Location Companies:

This option is located per location

, however

. However, once you've set this option up, it will apply

for titleE-commerce Settings for Multilocation Companies

to all the locations.

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Multi-Location Settings

To configure the above-explained settings in

Multilocation Ui step

Multi-location companies, follow the next steps.

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  1. Go to 

Setup>>Settings Ui step Click
  1. Setup and select Settings.

  2. Click on the Locations tab

and select the desired location
Ui step

 Click on E-commerce Settings

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Warning
titleImportant
titleHow to Display Product Images on E-commerce?
  1. .

  2. Select the Location.

  3. Select the settings you are modifying from the E-Commerce group of settings.

Please note that the options Allow to Build Boxes from Items in Units and Hide the "My Account" tab will apply the same for all the locations, regardless of the location from where they are set up.

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Display Images in E-Commerce

The system will display images for all the products regardless of their inventory type.

The

You can add product images

can be added

from the product setup. Keep in mind the

next

following considerations:

For
  • K2K

, the
  • Products: The image displayed on the E-commerce of the Customer Company is the image set

up for
  • by the

product in the
  • Vendor Company.

In case
  • If there is

not an
  • no image

set up
  • in the Vendor Company, the system will display the image set

in
  • by the Customer Company.

  • VA Products: The image displayed for products coming from VA

will
  • must be

the one
  • set up in the Vendor Company.

Instructions
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Add

a Product Image Ui steps
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Product Images

  1. Go to

the 
  1. Setup

>
  1. >> Products.

Ui step
  1. Use the available filters to find the product

for which
  1. you want to upload an image.

ui-step
  1. Click on Edit

,
  1. in the Actions column.

ui-step
  1. The system will display the Add Product window.

Ui step
  1. Click on the Upload Product Image link. Search for the product image and click on Upload

.
Ui step

Click on Save to finish.

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PaneltitleRelated Articles
  1. .

  2. Click on Save to finish.

Enable the E-Commerce Timer

The E-Commerce Timer sets a time limit for customers to complete their orders. Once the timer runs out, the system will delete the order and cancel any prebooks or purchase orders generated, and send an email notification to the customer’s email informing them of this.

To enable the timer, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on E-Commerce Timer from the E-Commerce group of settings.

  3. Check the Enable 60-minute Timer setting.

  4. Click Save.

If you want to learn more about this feature, read E-Commerce Timer.

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Order Cancellation Notice to Salesperson
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The system will always notify customers when the e-commerce countdown timer has canceled the order they were trying to place. However, as an additional option, you can notify the salesperson assigned to the order.

To notify salespeople when an order expires, do the following instructions:

  1. Go to Setup and select Settings.

  2. In the E-commerce section, click on E-Commerce Timer.

  3. Check the Send Order Cancellation Notice to Salespeople option.

  4. Click on Save.

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