• How to obtain your FedEx credentials

    Follow the steps below to get your FedEx production credentials needed for the CIMcloud platform Sign in to your FedEx account at the FedEx Developer Resource Center Scroll to the FedEx Web Services section and click on the Move to Production option. You will get the FedEx Web Service Production Access…

  • Intro to Getting Familiar with the CIMcloud Platform – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: CIMcloud Platform Overview. Purpose The purpose of this article (video) is to provide you with an introduction the the “Getting Familiar with the CIMcloud Platform” section in the CIMcloud Help Center > Onboarding Checklist. This section is intended…

  • Complete & Distribute the Team Org Chart (PPPS Job Functions Worksheet)

    Overview A critical part of a successful project is having the right project team.  The is the “Org Chart” for your project (and overall program).  The first step in getting the right team together is understanding what roles (also called “hats” or “job functions”) need to be filled. This article…

  • Ways to Get Help (on Your Program, Projects, and Solution)

    Introduction This page includes a list of the various resources you have available to get help with anything related to CIMcloud.  We’re here to help! Video Overview Note: the presentation slides used in the above video can be downloaded in the Attachments section at the bottom of this article. Ways…

  • The Program, Projects, Platforms, and Solution (PPPS) Framework

    Introduction When implementing any major software platform like CIMcloud, it is critical that you understand the basics of what we call the Program, Projects, Platforms, and Solution (or “PPPS”) Framework.  The CIMcloud team has decades of experience implementing B2B eCommerce, B2C eCommerce, and CRM-style applications with back end ERP /…

  • Set Up Shipping Methods

    Shipping methods can be found in the settings workspace under the shipping menu item of your worker portal. Before customers start placing orders on your online store it is important to have a solid strategy around shipping. The CIMcloud platform allows you to provide your customers with multiple shipping options….

  • Design Settings

    NOTE: This article has been superseded by Customer Site Design Settings Design settings can be found by navigating to the customer sites manage page in the settings workspace under the customer site settings menu item. Then select the edit link on the site you want to change the design settings…

  • Order Actions

    Overview Order actions are a tool in the CIMcloud platform that will allow you to control the available options displayed on the payment page. With this tool you can set up actions for your employees and customers allowing them to place an order, save an order/quote, or submit a quote…

  • Configure Ship to Countries

    A worker can configure the countries that are eligible for shipping in the [Worker Portal]. To navigate to the shipping countries configuration, in [the Worker Portal] go to: Settings Workspace →  Shipping →  Ship To Countries Here you will see a list of ‘Available Countries’ and a list of ‘Selected…

  • ERP Sync Tool (ERP Driver) Technical Details

    Purpose The purpose of this document is to provide some additional technical details on CIMcloud’s ERP Sync Tool (called “ERP Driver”) and how it moves data between the CIMcloud platform and your ERP system. The CIMcloud ERP Sync Tool (ERP Driver)… Is built on the .NET Framework. Runs as a…

  • B2B Customer Self-Service Portal – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: B2B Customer Self-Service Portal. Overview:  The B2B Customer Self-Service Portal is where your business customers will interact with you. They will have access to their AR data allowing them to review their account balance, pay invoices, check shipments,…

  • Period-End Processing

    Information:  Period-end processing in Sage 100 ERP software requires that all users are logged out of the application. CIMcloud’s ERP Driver creates a user session when synchronizing data between Sage and the website. Therefore, ensure that the ERP Driver is paused and all CIMcloud user sessions in Sage are terminated….

  • Payments & Credits

    In this section of the CRM workspace you will have access to start a customer payment, online and Sage payment data, credits, and credit card transactions. In this section: Make a payment Online payments Payments Credits Credit card transactions

  • Invoices

    In this section of the CRM workspace you will find all of your invoice data, an aging report, and two aggregate views. These aggregate views break down the invoice lines by item. One breaks it down to every invoice with the item and the other sums across each invoice per…

  • Orders & Shipments

    This section of the CRM workspace is where you will find order and shipment information. Here you can manage online orders, view all orders across CIMcloud and your ERP software, lookup shipping information, and track backorders. In this section: Place an order Online orders Sales orders Products ordered (detail) Products…

  • Sales Pipeline

    The Sales Pipeline section of the CIMcloud platform is where you will go to start a quote, manage existing quotes, and view contact us submissions. In this section: CRM Lite CRM Standard Create / Manage a quote Place an Order on Behalf of a Customer Contact us submissions

  • Customers

    The customers on your CIMcloud site consist of an account, which corresponds 1-1 with a Sage 100 customer, one or more contacts, and/or shipping addresses, saved credit cards, accounts receivable data, etc… In this section: Accounts Contacts Credit Cards Shipping Accounts

  • Supported Browsers

    CIMcloud requires an up-to-date web browser to make sure that you can use all of CIMcloud’s features. CIMcloud currently supports the versions listed below. Browsers supported by CIMcloud include: Desktop Browser Supported Version Google Chrome Latest 2 versions Mozilla Firefox Latest 2 versions Microsoft Edge Latest version only Apple Safari…