• Contact Us Submissions

    Overview: The Contact Us Submissions can be managed by a worker in the Worker Portal.  The submissions can be viewed, edited, and/or deleted. Step-by-Step Process: To navigate to the Contact Us Submission manage page, the worker will go to: CRM Workspace ⟶ Sales Pipeline ⟶ Contact Us Here they will see…

  • Place an Order for a Customer

    Overview: Workers can place orders on behalf of any Account and Contact they are authorized to access.  To do so, the worker needs to navigate to: CRM Workspace → Orders and Shipments → Place an Order Note: In CRM Lite, Workers can create quotes and orders having the Account /…

  • Create a Quote

    Overview: Workers can create a new quote or review and edit quotes entered by customers on the website by navigating to: CRM Workspace → Create a Quote Note: In CRM Lite, Workers can create quotes and orders having the Account / Contact standard pricing. The Worker cannot change the pricing…

  • CRM Standard (Bundle A)

    Overview: CRM Standard is an optional add-on bundle to CRM Lite that adds additional capacity and functions to the application. Details: Additional Functionality Creation of a central interaction database / “conversation log” Log of activities with customers Add notes to the log directly from email (email parsing) The log data…

  • CRM Lite – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: CRM Workspace Overview. Overview: CRM Lite is a base Customer Relationship Management tool that allows a  worker to manage and view relevant customer information as well as relevant information about sales. Details: Concurrent Logins CRM Lite allows for…

  • Global Meta Data

    Overview: CIMcloud allows you to create search engine friendly pages for every Web Page, Product, and Product Category. The individual page, product, and category data is managed on each items add-edit page. You can also specify Global Meta Data to be used for any page that does not have unique…

  • Case Quantity

    Overview: Case quantity is a configuration that can be set on a product that requires the product to be purchased in a set increment.   Step-by-Step Process: To set the case quantity on a product, in the [Worker Portal], [the worker] will navigate to: Product Workspace –> Product Catalog –> Products…

  • Account Credit Limits

    Overview: Setting an account credit limit on an account allows the restriction of the account to have a set limit on how much they can have on open invoices before we restrict them from placing orders on terms.   Step-by-Step Process: To set an account credit limit on an account, in…

  • Shipper Accounts

    Overview: When configuring a shipping method, the worker can configure the shipping method to require that the customer enters their shipper account number.   Step-by-Step Process: On the Shipping Method Add/Edit page, the worker will navigate to the section ‘Account to Bill Shipping Costs To’. Here they will simply select the ‘Yes, require…

  • Unit of Measure

    Overview: Unit of Measure (UOM) allows [a worker] to configure a product to be sold in a certain preset quantity.   Step-by-Step Process: To configure a UOM for a product, in the [Worker Portal], they will navigate to: Product Workspace Home –> Product Catalog –> Products [The worker] will then…

  • Data Setting Shipping Methods

    Overview: [Shipping Methods] can belong to [data sets] that will restrict them to specified customers/accounts.   Step-by-Step Process: To add a category to a data set, in the [Worker Portal], [the worker] will need to navigate to: Settings Workspace –> Shipping –> Ship Vias [The worker] will then select ‘Edit’…

  • Data Setting Navigation Links

    Overview: [Navigation Links] can belong to [data sets] that will restrict them to specified customers/accounts.   Step-by-Step Process: To add a link to a data set, in the [Worker Portal], [the worker] will need to navigate to: Content Workspace –> Navigation –> Links [The worker] will then select ‘Edit’ under…

  • Data Setting Categories

    Overview: Products can belong to [data sets] that will restrict them to specified customers/accounts. Step-by-Step Process: To add a product to a data set, in the [Worker Portal], [the worker] will need to navigate to: Product Workspace –> Product Catalog –> Categories [The worker] will then select ‘Edit’ under the…

  • Data Setting Products

    Overview: Products can belong to [data sets] that will restrict them to specified customers/accounts.   Step-by-Step Process: To add a category to a data set, in the [Worker Portal], [the worker] will need to navigate to: Product Workspace –> Product Catalog –> Products [The worker] will then select ‘Edit’ under…

  • Data Sets Overview

    Overview: **Data Sets** are a way to restrict access to features to certain specified customers. These ‘features’ can include links, products, and [Content Pages]. More specific information on **data sets** pertaining to these features can be found here: [insert a bullet list of all links to the data set articles]…

  • Abandoned Order Email

    Overview: An Abandoned Order Email, is an email that is sent to your administrative email to let you know that a customer filled out a shopping cart and never placed the order after x number of days. This can be configured to be turned on or off and the number of…

  • Shipping Flat Fee

    Overview: When creating shipping methods that are available to customers, [a worker] can create a shipping method in [the Worker Portal] that is configured to be a flat fee instead of having the price dynamically calculated.   Step-by-Step Process: To set an internal rate flat fee for a shipping method, in…

  • Terms and Conditions

    Overview:  When a customer checks out, by default the site will require the customer to click a checkbox agreeing to set terms and conditions.  These terms and conditions can be custom to your site.   Step-by-Step Process: As a customer, when they are ready to complete their [checkout], they will…

  • Checkout

    Overview:  The customer checkout process is a standard checkout where a customer will add products to their cart, verify the products, choose a shipping and billing address (or create a new one) and then place their order using one of the several types of [payment methods].   Step-by-Step Process: After…

  • Related Products

    Overview:  Related Products are a feature that the CIMcloud Application offers which allows [a worker] to configure products to show in a ‘Related Products’ section on another product’s page.   Step-by-Step Process: To add a list of Related Products to a product: In the [worker portal] navigate to:     Product Workspace…