SYNNEX e-Storefront Help

SYNNE e-Storefront Help

How to Approve an End-Customer Login/Account Request

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The following instructions are for eStorefront configured for end-customers to create an account that you must approve first BEFORE they can login and start shopping.

  • Why would you want to set up an eStorefront like this?
    To control who can buy from your eStorefront

(Note: this “approve before shopping” setting is found on the Storefront Profile page, under General Options: User need admin to approve).

To set up specific end-customer pricing on their account first before they login:

  1. Login to your eStorefront Admin page.
  2. Go to My Storefront > Enduser Listing
  3. Click the Create a new end user link and enter the required fields and click ‘Submit’ Do you do not need to select a Contact Type.
  4. Navigate back to the Enduser Listing and find the enduser account you just created.
  5. Click ‘Login As‘ beside the enduser location you want to add a login to
  6. On the new layout that displays, go to Account > User Administration
    (note the name of the page you land on: Create User Login)
    Click the ‘Add‘ button
  7. If the person’s name is in the first radio button pulldown list, select them in that list.
    If their name isn’t listed, click the second radio button (Add new Contact)
  8. From either radio button option, enter the required info, a User ID, and the permissions you want the enduser to have
    For the User ID, use something like their first and last names.
    Under User Rights, click the Select All box.
    Now click the ‘Submit‘ button
  9. Log out as this end-customer by clicking the ‘Back to Login as Reseller Store Admin)‘ link near the top of the page.

Our system will send an email to the end-customer stating they now have an account. There’s a link in that email for the user to enter a password.

Once they create their password, they will be able to login and shop.

How to add skus to a Store Catalog (2-level)

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If you’re running an eStorefront with your own category names and our skus in each category (aka Store Catalog, 2-level), you can add those easily.

IMPORTANT: if you are unsure about the category structure you have, please contact our Helpdesk for confirmation.

Here’s how:

  1. Navigate to My Storefront > Store Catalog (2-level)
  2. Now you’re on the Categories page. Use the Add Group button to create or add new homepage categories.
  3. You can click the Add Group button, Enter a Group Name (category name) and click Save when you’re done.
  4. Once the homepage categories are created,  you have the option to:
    1. create sub-categories and put skus in those categories (most customers pick this option), or
    2. add skus to the homepage categories only (so no sub-categories)
  5. To add skus to a category or sub-category, click the Products link to right of the category name
  6. On this page, you can add skus  via the Add Batch button. The skus you add MUST be our skus.
  7. The easiest way is to click the Add Batch button then copy/paste the skus you want into the input box. If you want certain skus to display in a certain order, make sure they’re in that order before you paste them in.
  8. If you want, you can click the Add One by One button to add skus one at a time.
  9. Once you copy the skus in the box, make sure there’s no extra spaces or commas after each sku.
  10. Now click the Save button.
  11. Your skus will now be listed, and you’ll see sequence numbers, the manufacturer part number and description display. Your skus are now viewable in that sub category.

 

How to set payment methods per end-customer with PayPal

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If you have an eStorefront set up with PayPal, you can set which payment options are available to each end-customer during checkout.

The Storefront Profile page determines what all your customers will see:

  • If BOTH PayPal and Bill my account are checked, all end-customers will see BOTH payment methods and be able to select one or the other (1)
  • If ONLY PayPal is checked, all end-customers will see PayPal only
  • If ONLY Bill my Account is checked, all end-customers will be submitting POs only.

(1) You can change this at the end-customer level by going to My Storefront > Enduser Accounts and clicking Edit for the End-customer you want to change.
Example: if you have BOTH selected on the Storefront Profile page but one to set an end-customer to PayPal only, make sure Enable Paypal is checked and Enable Bill My Account is NOT checked.

 

 

 

 

How to Change Customer-Facing Logos

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  1. Log into the Administrative section of your eStorefront
  2. Once logged in, go to My Storefront > Storefront Template
  3. Go to step 2 – Upload Logo
  4. In the left-hand column, click the red x next to the logo you want to remove
  5. Now click the Choose File button and select the logo you want to upload
  6. Click the Upload button at the bottom-left of that section
  7. Click the Next button under the 2 – Upload Logo button
  8. Now you’re on the Step 3 Store Access Control page; under the Your preferred site name section, click the Publish button.
  9. Now your uploaded logo will appear to your end-customers.

How to Set Up Special Pricing for a SKU

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There are three things you need to set up Special Pricing:

  1. Our Sku # (not the manufacturer part #),
  2. The price you want the sku to be,
  3. The end-customer(s) the special price applied to. If the price applies to all end-customers – current and new – Special Pricing can handle that also.

How to set up Special Pricing:
Log into the eStorefront admin page and go to: My Storefront > Enduser Pricing > Special Pricing

Enter the sku # in the field provided.

Enter the price you want all end-customers to see and click Create to save it.

Once saved, you can:

  • change the price,
  • set the maximum quantity of skus sold at that price,
  • change the Special Price, or
  • delete it.

If you want to check the price of the at anytime, you can go to My Storefront > Enduser Pricing > Check Pricing.

How to Charge a Different Shipping Fee to an Enduser

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By default, each end user is charged what you have set in My Storefront > Enduser Expenses.

But you can change that rate – or even offer them free shipping if you want.

NOTE: if the shipping cost you select is LESS than what it actually is when we ship it, the difference will be taken from your profit (and you will be billed for the difference if your order profit does not cover this difference).

Example:

  • if you set a shipping cost of $5.99 but
  • the actual shipping cost is $10.00,
  • your profit will be deducted by $4.01

Here’s how to change shipping by end user:

Login into your eStorefront Admin site.

From the blue navigation menu, go to My Storefront > Enduser Accounts.

Find the end user whose markup you want to change and click Edit.

Now you’re on the Edit End User screen.

Scroll down to the section marked as Individual End User
Billing Expense Management.

This enduser is being charged the default rate, because Global End User Expense is selected.

To offer free shipping (meaning we will take the shipping costs out of your profits):

  •  select the 100% charge on Reseller option and
  • click the Update button.
To change the default shipping markup:
  • select the 100% charge on End User option
  • enter the Expense Markup you want, and
  • click the Update button.

To charge a set shipping fee for the end user:

  • Select Charge (End User)
  • Pick one of the 3 price options OR enter your own rate and
  • Click the Update button

That’s it! Use the same method to change other end users’
shipping if you wish.

How to Create a Coupon Code

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Coupon codes are a great way for you to reduce pricing on particular skus or on an order total.
You can reduce the price of a sku or an order total by:
  • a dollar amount
  • a percentage
Here’s what you need to set up a coupon code:
  • coupon name (something meaningful to your customers)
  • for a sku discount:
    • the sku (NOT the manufacturer part number)
  • for a cart total:
    • the minimum cart total
  • the discount type:
    • percentage off, or
    • dollar value off
  • start and end dates
  • the quantity of coupons you want available
  • whether the coupon can be combined with other coupons.
Codes are entered by your end-customers in the shopping cart page.
IMPORTANT: when you use coupon codes, any reduction in pricing will be billed to your account if the price you’re selling at is below your cost!
 
To set up a coupon code:
Login to the administrative section of your eStorefront.
In the blue navigation bar, go to My Storefront > Enduser Pricing
Click the Coupon/Access Codes tab.
By default, the system takes you to the page for setting up a sku.
Here is an example of how to create a sku coupon code for:
  • $5 off a minimum of three APC Net7 Power bars (Example SKU 111578)
  • minimum price of the power bar must be $14.83
  • minimum quantity must be 3 or more
  • cannot be combined with other coupons
  • coupon is valid for 5 days, and
  • will expire after it’s redeemed 100 times

To set up a coupon code on an order (cart total) click the ‘Order’ link.

Here is an example of how to create an order coupon code for:
  • 5 percent off a cart total of $1000 ($50 off)
  • coupon CAN be combined with other coupons
  • coupon is valid for 5 days, and
  • will expire after it’s redeemed 20 times.
 
Always click the ‘Save’ button to save your coupon codes.

Once your coupon codes is saved, the page will update and you can log in anytime to see how many coupon codes have been redeemed.

You can also edit or delete the coupon if you wish.

Now you need to turn on the Coupon Code entry field in on the shopping cart page:

Go to My Storefront > Storefront Profile

Scroll down to the option, click the checkbox and leave it as optional.

 
Now click the ‘Save and Publish’ button at the bottom of the page and your customers can start entering their coupon codes!

Customize How Your Shipping Options Display

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By default, shipping methods display based on the carrier name in our system (e.g. FedEx Ground, FedEx Overnight).

Now you have the option to rename your shipping method labels.
So you could do this:
  • FedEx Ground – label as ‘Standard Shipping’
  • FedEx Overnight – label as ‘Express Shipping’.
Here’s how to set that up:
Login into your eStorefront’s Administrative page.
From the blue navigation menu, go to My Storefront > Site Carrier Map

On the Maintain our Carrier Map page, you’ll see a listing of the shipping methods on your site.
In the Display Name column, you can simply enter the label you want your end-customers to see.
Example: Standard Shipping
Optional: You also have the option of entering Service Days also.
Example: 2-3
When you’re done, click the Submit button and your Shopping Cart page will display the new labels.

How to reset an end-customer’s password

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At times, your shoppers will forget their eStorefront password.

The easiest way to fix that is for them to fix it is to reset it. Have them go to the login page of your eStorefront and click the Forgot your Password link on the page.

When they do that, they will see a section for them to enter their email address and click Go.

After Go is clicked, they’ll receive an email from you asking them to click a link in the email to reset their password.

You can do this also, on the login page: just enter the user’s email address and click Go.

Obviously this will only work if they have an account they have either set up for themselves, or you have set up for them.

You CAN reset their password by logging into the Administrative section and going to:

  • My Storefront > Enduser Accounts,
  • click the Login As link beside their name/business name
  • then going to Account > User Administration,
  • in the Edit User section, selecting their name from the pulldown menu, and
  • clicking the Reset Password checkbox and clicking Submit.

This longer process will also send the user a password reset email with a link to reset it.

Price Groups Now Include Ability to Set Markup by Vendor

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If you’re familiar with using our Price Groups, you know you can create different markup percentages based on the end-customer, the product category, or a combination of both.

Now you also have the ability to create different markup based on the vendor (manufacturer).

The process is the same as creating a price group. Once you’ve given the group a name, a percentage markup and saved it, you can click the Select Product Vendor link and select the manufacturer(s) you want.

Once you select it, a list of manufacturers appears, so you can select the ones you want. You may see several vendor names that are the same; to be inclusive, select them all.

Save your choices and you’re done!