• DM2 Notifications System

    Overview This article provides visuals on what a CIMcloud customer leveraging the DM2 Notifications bundle would expect to see in a live environment. This bundle requires additional setup of the DM2 Weblink Notifications. For more information on setup click here.  What  a Customer Sees The customer will have a dedicated…

  • DM2 Notifications Bundle Setup

    Overview The below information provides further details on steps that must be taken for CIMcloud / DM2 customers wanting to leverage the DM2 Notifications Bundle.   General information on Weblink: Since this process is not owned by CIMCloud there may be differences in current versions. Contact DM2/PDI for current details….

  • Refine Your Search

    Overview When rolling out a new online sales channel, one of the primary goals is always to reduce employee involvement by allowing your customers to self-service. However, if customers can’t quickly and easily find the products that they are looking for they’ll abandon the website and contact your team (or…

  • Assemblies / Exploded View Diagrams using Parent Products

    Overview For organizations that sell component parts, educating customers on what they need can be quite challenging when selling goods online. Whether you are selling replacement parts for the larger items a customer has already purchased from you, or selling component parts for DIY’ers building items on their own, providing…

  • Make & Model Search

    Overview CIMcloud’s Make & Model Search functionality is designed to give users an easier ability to find products, most commonly component parts, that are related to specific finished goods. This allows the user to “trim” the list of possible results so the user is only seeing the products specific to…

  • Enterprise / Faceted Search (Bundle J)

    Overview The Enterprise / Faceted Search bundle is designed to enhance the standard functionality that’s included in all CIMcloud applications. While each of the below features has a different functional use case, they all serve the objective of making it easier for users to easily find items on the site….

  • Cart Checkout Support for Returning, New, and Guest Accounts

    Overview The final item that CIMcloud owners must decide is whether or not they would like to allow for users to checkout as guests on the site. For example, allowing users to check out as guests requires a strategy for where inside of the ERP to push these sales orders….

  • Cart Preview Window with Shipping Estimator

    Overview As a CIMcloud owner allowing “anonymous” users to add items to a shopping cart, the next step in the buyer journey is being able to see what’s in the cart and get estimates on shipping. After all, these new users have never done business with you before and are…

  • Publicly Visible Shopping Cart

    Overview For CIMcloud owners that are planning to deploy a public facing website, a secondary consideration is whether or not you would like for “anonymous” users to be able to add items to the cart and check out. By utilizing this bundle and feature set, you can have a true…

  • Option To Show / Hide Inventory Levels

    Overview For CIMcloud users that are leveraging the Product Inventory Tools in addition to the public facing product catalog, a secondary question is whether or not you want to show “anonymous” users your inventory levels. And similar to another feature within this bundle (show/hide pricing), B2B organizations must align their…

  • Option To Show / Hide Pricing

    Overview When you are leveraging a CIMcloud public facing product catalog, one of the decisions you have to make is whether or not you would like to publicly display pricing or not. For companies that are wanting to sell B2C on the website this is a no-brainer; you can’t sell…

  • Mobile Responsive Design Template

    Overview The days of traditional work structures and traditional office hours are behind us and it’s key that your business has a 24/7 online presence. Equally important is that users have a consistently positive experience with your business online, especially when your competitors are one click away. Which is why…

  • Retail Product Catalog

    Overview In today’s climate, most (if not all) businesses need to have a public facing website that tells the world who you are, what you offer as a business, and how they can access your offering. For product-centric companies, it becomes even more imperative to highlight your complete offering to…

  • Retail Store: Public Facing Catalog & Cart (Bundle H)

    Overview For CIMcloud site owners looking to expand on their public facing site bundle, this bundle provides full B2C capabilities and allows public facing (non-logged in) users to build shopping carts and check out on the website. And like all CIMcloud applications it has direct integration with your existing ERP…

  • Retail Catalog: Public Facing Product Catalog (Bundle F)

    Overview While some CIMcloud customers have great marketing websites and are just looking to enhance their eCommerce functionality for B2B customers, some come to us needing to create (or re-create) their public facing website. Sometimes this is simple content pages that tell site visitors who you are and what you…

  • Advanced Order Entry Tools (Bundle U)

    Overview The Advanced Order Entry Tools Bundles provides additional functionality on the CIMcloud platform, mostly related to B2B-specific use cases. Specifically, features like the Supervisor Order Approval system are designed to provide the same ordering workflow and parameters within the site that your customers (and employees) have in offline transactions….

  • Advanced Platform and Product List Features (Bundle 4M)

    Overview The Advanced Platform and Product List Features Bundle is designed to provide specific add-on functionality to expand and modify the CIMcloud platform. Summary of Features Multiple Merchant Accounts Remove “CRM and eCommerce with ERP Integration by CIMcloud” Skins to Co-Brand the Portal for Logged In Customers Product Alias Upgrade…

  • Requested Ship/Pickup Date is Collected From Customer

    Overview The Requested Ship/Pickup Date feature is designed to give your online customers the same level of fulfillment flexibility that they would get via phone or email orders. It accomplishes this by adding a specific input area on the payment page where a user can select what date they’d like…

  • Unit of Measure (Simple) for Sage 100 (standard and sales only)

    Overview The Unit of Measure for Sage 100 feature allows you to leverage the UOM setup from your ERP system to provide a consistent purchasing experience for online buyers. This provides the option to show both standard and sales unit of measure options with a drop down selector for the…

  • Price Display Type (for MAP Pricing Controls)

    Overview The Price Display Type feature is designed to provide flexibility on how and when price is displayed on products.  This feature gives you the following settings that are configured on a per product basis: Hide Price – no price is shown on the product Require Add to Cart to…