Overview The article reviews some of the features and settings available in the base platform for displaying Shipping Methods. This article assumes an understanding of setting up shipping methods as reviewed in this article – Managing Shipping Methods and Shipping Costs with Base Platform The Shipping Feature options are available under…
Overview This article provides an overview of the changes in release 2021.R1.5 (CIMcloud internal tag 3.5) Release date: 5/20/2022 Updates and Fixes General Updates Fixes page title on worker portal email settings page. Removes warning when changing ‘Action for New Orders’ on merchant add/edit page. Fixes grouping in DDT when…
Overview This article provides an overview of the changes in release 2021.R1.4 (CIMcloud internal tag 3.4) Updates and Fixes Accounts Query Type (AQT) Updates Adds option for new UI that forces the user to select an Account or a Product before displaying info on the pages noted below. This helps…
Overview Your CIMcloud application includes a monitoring system that looks for abnormal or failed conditions and either tries to automatically fix the issue and/or notify users of the condition. As an example, this includes notifications of when an order fails to import successfully into your ERP. This monitoring is for…
Overview Caching is a way websites and browsers store commonly used data so that every time a page loads the data does not have to be retrieved and elements built. Without caching of elements like images and having these reload every time the page is loaded or refreshed, page load…
Overview This article provides an overview of the changes in release 2021.R1.3 (CIMcloud internal tag 3.3) Updates and Fixes 3.3.0 Power Customer Updates (Available as part of the Power Customer Bundle – Power Customers) Adds ability for Contacts to be set to access information from multiple accounts using their one…
Overview This article reviews concepts and set-up instructions for shipping methods as part of the base platform. Additional features are available in several of the addon bundles – Optional Software Bundles Overview. The base platform allows for the creation of shipping methods that users can select from and the selected method…
Overview This article provides an overview of the changes in release 2021.R1.1 (CIMcloud internal tag 3.1) Updates and Fixes Adds new CIMCloud only feature to be able to set a limit on the number of lines that can be displayed to users. This is currently defaulted to 50 on most…
Overview This article provides an overview of the changes in release 2021.R1.1 (CIMcloud internal tag 3.2) Updates and Fixes Fixes Add Slide button on mgr_addedit_slide_show.asp to add to the correct slideshow Fixes “filters applied” tooltip styling in customer portal. Fixes cache clear for anonymous sessions when saving application settings Fixes…
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…
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…
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…
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…
Overview This article reviews the standard Returns (RMA) data passed into Sage100 when an RMA is entered on the CIMcloud platform and is synced into Sage100. The standard process is for the RMA to sync to Sage100 once it has been submitted on the CIMcloud platform. The returns sync to…
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…
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…
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…
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…
Overview Carts Options (also called Product Questions) 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…
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…
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