• Disable or Show Price / Add to Cart per Product (All Accounts)

    Overview Within the Advanced B2B Portal bundle is a feature that allows you to control if a particular product can be added to cart and/or if the product price displays for all users. On each product is a settings to control if the product add to cart button displays to…

  • Advanced Data Filtering [Data Sets] (Bundle Y)

    Overview The Advanced Data Filtering (Data Sets) Bundle provides CIMcloud customers the ability to segregate Products, Product Categories, and/or Shipping Methods by Application, Customer Site, and/or Customer Group (which can be applied to Accounts or Contacts). This allows different website users to have access to different products, product categories, and/or…

  • Customer Site Design Settings

    Overview This article gives a detailed overview of Design Settings in CIMcloud. All design settings are available to customer sites that have no (or limited) design customizations. A more limited subset of settings are available to customers with heavily customized sites. Settings are available for logos, favicons, fonts, landing page…

  • ISO Country Standards

    Overview This article reviews the ISO country standard used by CIMcloud and what needs to be done if your ERP is using a different standard. ISO Standards Most systems use one of two ISO 3166 series country codes: ISO3 (iso3166 alpha-3 country code) – this is a three character alphabetic…

  • RMA Creation in Sage100 from CIMcloud Platform

    Overview This article reviews the standard RMA creation in Sage100 when an RMA is entered on the CIMcloud platform and is synced to Sage100. The standard process is for the RMA to sync to Sage100 once it has been submitted on the CIMcloud platform. RMA creation and sync to Sage100…

  • Data Rights

    Overview This article covers the concepts of Data Rights and how to apply Data Rights to contacts, accounts, groups, customer sites, or the entire application. The main use cases for Data Rights are segregating/filtering products, product categories, and/or shipping methods to specific customers or groups of customers. Data Rights replace…

  • Launching Your Website

    Overview This article assumes you have reviewed the following – Planning Your Go-Live Strategy Updating the site with your domain and directing users to the site are the two primary components for launching your website. You only want to take these steps after the site has been configured and tested. If…

  • Customer Onboarding

    Overview This article reviews concepts for getting existing customers onto your website for the first time. This may be transferring customers from an existing website or getting existing or new customers onto your new or existing website for the first time and making sure they are attached to the correct…

  • Managing Data Through Spreadsheet Imports and Downloading Table Specific Data

    Overview This article reviews the overall process and best practices for updating CIMcloud data using a spreadsheet imports and how this data can be reviewed using table specific downloads. Overall Concept of Spreadsheet Imports Spreadsheet imports allow CIMcloud workers with access to be able to update or add large numbers…

  • Cart Options

    Overview Carts options are a base feature that allow products to be configured to collect additional order specific data for the particular product from the end user and pass this information into the ERP with the order line. With cart options the questions applied can only gather information, the answer…

  • Release 2021.R1

    Overview This article provides an overview of the changes in release 2021.R1 (CIMcloud internal tag 3.0) Updates That May Require Configuration Changes Customer Site/Self-Service Email Support General: Added support for different email properties per email per customer site. Currently this will only be installed where needed. If the site does…

  • Product and Customer Renumbering

    Overview This article reviews the steps required on the CIMcloud platform when renumbering products or customers in the ERP. Without following these steps you can create new records in CIMcloud for products and/or customers that are not tied to the proper pricing, data segregation, images, history,…. and leave orphaned records…

  • Multiple ERP Company Files (Bundle P)

    Overview This article reviews the basics of integrating CIMcloud with multiple company files in the ERP. This set-up does require the Multiple ERP Company Files Bundle and some additional ERP sync set-up. A multi-company set-up also requires special ERP sync set-up to be done by CIMcloud. A multiple company file…

  • Cash Receipt Creation in Sage 100 from CIMcloud Invoice Payments

    Overview This article is to review the process for creating a cash receipts batch in Sage100 when a credit card or ACH payment is made against invoices in CIMCloud. More information on processing an invoice payment in CIMCloud can be found here: Pay Invoices Online The default processing for creating the…

  • Order Comments

    Overview This article reviews options for order comments during the checkout process and how these are populated in the integrated ERP system. Comment Types There are two comment types available by default, Shipment Comment, and Fulfilment Comment. Base sites only have one shipment per order, but there are add-ons that…

  • DM2 Notifications Bundle (Bundle Q)

    Overview This article reviews the DM2 Notification Bundle and what users with the bundle can expect. This bundle only works in conjunction with the DM2 Weblink Notifications, Sage100 add-on. The DM2 Weblink Notifications purchase and set-p in Sage100 is not handled by CIMcloud and is assumed to be installed and…

  • ERP Sales Order Creation in Sage 100 from CIMcloud Platform

    Overview This article reviews the standard order creation when an order placed on CIMcloud syncs to Sage100. This article provides details on the standard fields populated during this order creation process. Once an order is created in Sage all updates to the order should be managed in Sage. The original…

  • ERP Shipping Address Sync – CIMcloud Platform To/From Sage100

    Overview Shipping addresses sync from Sage to the CIMcloud and then can be used by users when creating orders. In the feature settings you can set whether you allow users to edit existing or add new addresses. These addresses can then sync to update Sage with an order. It is…

  • ERP Customer/Account Sync – CIMcloud Platform To/From Sage100

    Overview This article reviews the data synced between Sage100 and the CIMcloud platform for Sage Customers to Website Accounts. Customers in Sage are the equivalent to accounts in CIMcloud. For more detailed information on Accounts and related information in CIMcloud review this article Customers Overview. At the beginning of a…

  • Sales Tax Calculations Overview (The Basics)

    Overview This article provides the basics for how sales taxes are handled when orders are placed on the CIMcloud platform. By default CIMcloud will sync over the tax set-up from the ERP and replicate that for orders in CIMcloud. Customers may choose to use a tax service such as Avalara…