enter
something in the search field, you can then narrow your search by identifying the field you w ant to search. The allow able fields are Item id, Item Descriptions, Customer Part ID, and 4 ISAC Codes.
Not es:
You can designate by user login if Product Group (0), Isac 1 (1) or t he ot her Isac codes (2,3,4) w ill be used for searching. Use b2bm or w spm and set t he search rule f ield for each user.
Three f ields aut omat ically come up in the sort by box, It em ID, Item Descript ions and Customer Part ID. The ISAC1 t hrough ISAC4 f ields w ill only appear if t here is a value in acf opt ions w eb044 t hrough w eb044c ( f or the English Version) or w eb045 t hrough w eb045c (f or t he French Version) and w ill display w hatever descript ion you have coded in t he acf opt ion.
If you search by Item Descript ions – the syst em automat ically searches three f ields. It w ill search t he It em Id f ield as w ell as t he It em Descript ion and It em Descript ion 2 f ields.
ACF opt ion w eb037 determines in w hich order t he It em ID and It em Descript ions come up as a def ault . A blank or 0 w ill bring the It em ID up as a def ault (i.e. f irst ), a 1 in this f ield w ill bring up t he It em Descript ion as a def ault .
ACF opt ion w eb058 allow s you t o select w hich default you w ant t o use w hen doing a search f or Product Group or isac codes. The value you ent er here is t he default f or ALL users t hat is displayed in t he " IN" box above. Use B2BM Search Rule f ield t o allow individual users to have a diff erent def ault t hat the one set in w eb058.
By using t he Search Rule f ield in the B2BM program, you can limit an individual' s search capabilit y t o one specif ic category. You may assign the user to search by product code or by a specif ic isac code. When the user does a search, they w ill only be able t o search f or t he cat egory assigned to t hem. This opt ion over-rides the acf opt ion w eb058 w hich is t he def ault search rule for ALL users.
Release NGS-6.30 WSDL - 43 OPTION 1- The search " in product group" box
Once you have entered the field you w ant to search on, you can further limit the search by selecting a specific product group.
Not es:
You must t ell t he syst em w hich product groups you are going to allow to be sold by def ining them in t he PGM (Product Group Maintenance Program). Set t he w eb f lag to Y t o allow the product group or N t o prevent it f rom being sold.
Once you have t he PGM records established, you can disallow specif ic it ems w it hin the allow able product groups by going int o t he B2BM program (opt ion 3- B2B It em Maintenance Screen) and set t ing t he Allow ed f lag to N to prevent it or Y t o allow it . You can do mass updat es in t he B2BM program – see B2BM sect ion.
OPTION 1- Adding one line t o t he cart at a t ime or mult iple lines at once
When ent ering t ransact ions t hrough the brow ser, once you have ent ered your select ion crit eria, a w indow appears w it h the mat ching products. The user may t hen enter t he quant it y f or t he it em desired and t hen click on t he " add t o cart butt on" and cont inue ordering it em by it em.
There is an addit ional opt ion that w ill allow t he user t o enter mult iple it ems at once on a select ion screen rat her t han ordering one at a t ime. This feature is based on an individuals log in. To act ivate t he mult iple line ent ry, simply use the program B2BM f or t he B2B module or WSPM f or the direct sales link module program and ent er t he number of it ems per page you w ant to display f or t he user (t he maximum number you can enter is 100).
If t he number of items per page is set t o a 0 (w hich is t he default), t hen the program w ill require t he user t o enter a quant it y on an item and click on t he " add t o cart butt on" , t hen ent er anot her
quant it y on anot her it em and click on the " add t o cart but t on" and so on.
If a value is put in t hat f ield, say 100 it ems per page, w hen t he program searches t he dat abase using Option 1, up to 100 it ems w ill be displayed on t he w eb page. At t hat point, the user may t hen ent er t he quant it ies for all t he it ems being purchased and click on t he Accept but t on. If more t han 100 it ems are f ound in t he search, mult iple pages are used. If t he user is going t o order it ems f orm mult iple pages, t hey must enter t he items on one page then click on t he Accept but t on for t hat page bef ore t hey enter quant it ies on anot her page.
Once the selection criteria is entered, the user can then enter the quantities.
This option has the No.
of Items per Page field in B2BM or WSPM set to zero..
This option has the No.
of Items per Page field in B2BM or WSPM set to something other than a zero.
Release NGS-6.30 WSDL - 45 OPTION 2- Hist ory Lookup
In t his opt ion the syst em w ill automat ically bring up a list of any quotes, orders, st anding orders, or shipped orders, you may have. An acf opt ion w eb018 det ermines the number of days to go back w hen determining w hether or not t o allow you t o order f rom orders t hat have already been shipped.
If t his opt ion is set t o " 0" , t hen no previous orders w ill be displayed.
OPTION 2- Hist ory Lookup-by Orders Option 2 –
Open Orders w ill not appear in t he Opt ion 2 sect ion, just Quotes, Standing orders and Invoices (i.e.
- shipped orders- cont rolled by w eb018 f or the number or days t o go back).
In addit ion to previous purchased orders, you may also st ore mult iple quot es and mult iple standing orders f or each cust omer if desired. St anding orders are useful if your cust omer orders t he same it ems f requent ly. It provides t he user a fast and quick w ay t o order it ems. Standing orders and quotes w ill alw ays display f irst , bef ore any past history displays.
You can have the bott om port ion of t he screen (t he opt ion2 port ion) display in one of t w o w ays, eit her a list of orders or a list of items. ACF opt ion w eb024 cont rols t he def ault . If the opt ion is set t o a 0, then a list of orders are displayed. If set to a 1, then a list of it ems are displayed.
OPTION 2- Hist ory Lookup-by It ems
OPTION 2- Cust omer Order Sheet
You may also create " Mast er Order Sheets" also know as " Cust omer Order Sheet " f or use in t he B2B and Sales Direct link module. These Mast er order sheet s can be creat ed f or all customers or each individual cust omer can have their ow n. To do t his, set t he acf opt ion w eb024 (or w eb024a f or t he Direct Sales Link Module) t o include the value " 3" . This allow s the " Cust omer Order Sheet "
but ton t o appear. (See acf document at ion f or t he def ault displaying of it ems). Once t his is t urned on, t hen Opt ion 2, " Product s and Qt y f rom Past Hist ory" , w ill display t he " By Orders" - " By Items" -
" Customer Order Sheet" But t ons. The user may t hen click on any of t hose but t ons and t he appropriate w indow w ill appear displaying t he it ems and allow ing t he user to order.
To set up the it ems t hat w ill be presented t o t hat cust omer w hen he clicks on t he Cust omer Order Sheet Butt on, the xcppseq t able must be created using t he program cppseq. This is the same table t hat is used by the roe (Rapid Order Ent ry) program t hat contains a list of items t hat w ill appear w hen the program is called up and the sequence in w hich they w ill appear. Ent er the It em ID and a sequence number in t he order t hat you w ould like the Items t o appear w hen the cust omer is
ordering t his is done t hru t he program cppseq. To establish a Mast er Order Sheet for ALL Cust omers, use " ALL" in the Cust omer ID f ield and " ALL" in t he ship-to f ield w hen adding t he record.
Release NGS-6.30 WSDL - 47 Sample of a
Customer' s Special Order Sheet.
Use the program cppseq to build the Master Order Sheets.
Select ing product s by creat ing your ow n special lookups
You may also create a page that contains links t o do special lookups on cert ain f ields like t he product code, t he item code and isac1 through isac4.
Examples:
/cgi-bin/cust omer/w ebshop?it em= TAPE125&mode= View It em (t his w ill display t he item TAPE125).
/cgi-bin/cust omer/w ebshop?prod= TOOLS (t his w ill produce a list ing of all it ems w it h t he product code of TOOLS in t he product group f ield).
/cgi-bin/cust omer/w ebshop?isac2= HINGE14 (t his w ill produce a list ing of all it ems w it h HINGE14 in t he isac2 f ield.
/cgi-bin/cust omer/w ebshop?isac2= HINGE14&isac3= HINGE15&prod= HINGES (t his w ill produce a list ing of all it ems w it h HINGE14 in t he isac2 f ield along w it h all items that have HINGE15 in t he isac3 f ield and HINGES in the product group f ield.
Release NGS-6.30 WSDL - 49
Ordering products using WEBSHOP
" clicking" the Add to Cart link.
Release NGS-6.30 WSDL - 51 If there is any
special pricing set up such as quantity breaks, a hyper link w ill be created over the price show n.
When the user " clicks"
on that link, the special pricing w indow w ill appear so the user can view their options.
The Substit ut ions Link
Notes about substitutions, item cross xref' s and cpm records:
CICR Logic:
For b2b and sales direct link:
When select ing it ems, the system w ill select t he cust omer it em cross-ref erence record (cicr-cixref ) f or t he cust omer and it em. This w ill be displayed t o t he right of t he item id w it hin parent hesis.
If t here are mult iple customer part ids f or t he same it em id, it w ill display one of the cust omer part ids w ith the it em unless:
The user selects by cust omer part id and mult iple CICR records exist meet ing t he search criteria in w hich case t he it em w ill display mult iple t imes w ith each corresponding customer part id.
Example: 2 CICR records are set up one f or it em TAPE-150 cust omer part id = cit m1 one f or item TAPE-150 cust omer part id = cit m2
Release NGS-6.30 WSDL - 53 TAPE-150 (CITM1)
TAPE-150 (CITM2)
If t he user selects items based on one cust omer part id and t hen by another cust omer part id, it w ill show t w ice in the cart.
Example: If t he user selects cust omer part id CITM1 and then adds t o cart and t hen selects cust omer part id CITM2 and adds to cart the cart w ill display both items as f ollow s TAPE-150 (CITM1)
TAPE-150 (CITM2)
When displaying selected it ems f rom hist ory, t he syst em w ill determine if the corresponding invoice hist ory records st ill exist for t he sadet record(s) select ed. If they do, t he system w ill select the cust omer part id f rom t he invoice hist ory record. If t he it em does not exist in t he Web Cart Det ail Table, select the cust omer part id f rom t he CIXREF t able f or t he customer and it em if it exist s. If mult iple (CICR) records exist , only one record is displayed.
If Customer Part ID exist s in a cont ract f or cust omer (CPM), display t his customer part id t o t he right of the it em id in parent hesis regardless of t he cust omer part id (if any) w as used to select . ACF Opt ion w eb083 controls w het her t o f irst search t he Cust omer It em Cross-Ref erence Table for an exact match (w here t he Customer Part ID matches the criteria entered in the search w indow ) regardless of w hich search drop dow n the w eb user has chosen t o select by (it em id, descript ions, cust omer part id, it em sales analysis cat egory, et c.).
Substitutions:
For b2b only (not in sales direct link): When using aut o subst it ut ion codes (IM f ield 112), the f ollow rules apply:
If t he aut o subst it ution code is 1 or 2, t hen t he item id that is displayed w ill alw ays be the subst itut ed item id and descript ion.
If t he aut o subst it ution code is 3, t hen the it em id that is displayed w ill alw ays be the it em that w as ordered and t he subst it uted it em id and descript ion w ill never be displayed. The capabilit y t o display t his original item ordered rat her t han t he subst it ut ed item is based on ACF opt ion w eb080.
This opt ion af f ects all w eb programs t hat displays this subst itut ion such as WEBSOP, WEBINVP, WEBCS, etc.
The Related it ems Link WEBSHOP by entering a st andard comment . The Opt ion Value in this ACF point s t o t he SCOM value. If comments are added to the SCOM record, t hen t hose comment s explaining t he Related It em Window , w ill be displayed for t he cust omer t o understand w hat a " Relat ed It em" means
w eb032c You can have a st andard comment appear in t he relat ed items w indow for WSP WEBSHOP by entering a st andard comment . The Opt ion Value in this ACF point s t o t he SCOM value. If comments are added to the SCOM record, t hen t hose comment s explaining t he Related It em Window , w ill be displayed for t he cust omer t o understand w hat a " Relat ed It em" means
w eb032d You can have a st andard comment appear in t he relat ed items w indow for FRENCH-B2B WEBSHOP by ent ering a standard comment. The Opt ion Value in this ACF points to the SCOM value. If comments are added to t he SCOM record, t hen t hose comments explaining t he Related It em Window , w ill be displayed for t he customer t o underst and w hat a " Related Item" means
w eb032e You can have a st andard comment appear in t he relat ed items w indow for FRENCH-WSP WEBSHOP by entering a st andard comment . The Opt ion Value in t his ACF points to the SCOM value. If comments are added to t he SCOM record, t hen t hose comments explaining t he Related It em Window w ill be displayed f or t he customer t o underst and w hat a " Related Item" means.
Release NGS-6.30 WSDL - 55 Allow ing access t o mult iple branches
If you w ish t o allow your users to choose different branches to order from, ACF option w eb040a must be turned on.
Once it' s on, the
customers default branch w ill appear in the column before qty. If the user clicks on the branch, the branch w indow w ill open.
By Clicking on the default branch, this w indow w ill appear allow ing the user to order from different branches
Special Rout ine t o Calculat e quant it ies
JavaScript s allow t he user t o w rite rout ines that can alt ar t he w ay t hat quant ities and comment s are ent ered using t he brow ser WEBSHOP program.
NOTE: The java script can contain any valid java script commands you desire. When t he java script is f inished execut ing, it w ill only pass along the comment f ield and the quant ity f ield back t o t he order. The w ay it w orks is t o create a java script and give it a t w o character f ilename (f irst
character must be alpha), w it h t he ext ension of " js" . This f ilename must be located in t he direct ory /usr/HTTPServer/ht docs/munics/js (w here /munics is your company name) on your w ebserver. In t he B2BM program under t he it em opt ion, you w ould ent er t he f ilename of t he java script you created (f ilename only, no ext ension, it assumes " .js" as t he extension). When the user select s it ems, t he WEBSHOP program reads t he item f ile and if it detects a java script , it w ill display the quant it y t o order for these it ems, it does not display t he quant it y box, it just displays the quant it y f ield. To order, t he user must click on the quant it y f ield. At t his point , anot her w indow w ill open and t he java script w ill appear underneat h t he comment s box. An example is you may have some it ems t hat the quant it y ordered is a f unct ion of ot her values. You may w ant t o create a script t o calculate the quant it y ordered f rom other values and prevent t he person ordering f rom changing t hese calculat ed quant it ies. You could for inst ance w rit e a java script that displays radio but t ons f or a color like red, black, w hit e, et c., or a size and t hen have t he java script aut omat ically ent er a message into the comment s box w it hout t he user having t o t ype somet hing in, so the person f illing t he order know s exactly w hat to send.
If a
JavaScript is detected by the program, the quantity box w ill not appear.
Instead, the quantity w ill be
highlighted.
The user must click on the quantity field at that point to order and another w indow w ill appear.
Release NGS-6.30 WSDL - 57 The
JavaScript w ill appear right below the
comments box. In this case, the JavaScript w ill allow the user to enter boxes and cartridges, then calculate the total number of cartridges and display the calculation and the total amount order.
The user can then click on the Add or Change button and the item w ill be added to the cart.
Complet ing t he order Once you
click on the process order of add and checkout button, this w indow w ill appear. The first portion displayed w ill be all the items you have ordered.
It gives you a chance to continue shopping or make changes to the order.
The second portion of the w indow displays all the shipping and billing information about the customer.
Click on Accept order to finish the order.
Release NGS-6.30 WSDL - 59 On the final
screen for this order, a thank you message appears w ith the order number.
Under the tw o buttons
" Return to Home Page and View Details" , you can have a standard comments message appear. You may use html commands in the standard comments.
Use t he SCOM program to set up st andard comment for orders and quot es. The key to t he st andard comment id f ield f or B2B are B2BORDER for orders and B2BQUOTE f or quot es. For t he salesman module, t he key w ould be WSPORDER f or orders and WSPQUOTE for quot es.
PRINTING (WEB) ORDERS AND QUOTES
PPM- Aut omat ically print ing orders and quotes as they are ent ered
There is a w ay to set up a ppm record in your syst em t o aut omat ically print quot es and orders
There is a w ay to set up a ppm record in your syst em t o aut omat ically print quot es and orders