SYNNEX e-Storefront Help

SYNNE e-Storefront Help

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!

How to Create Your Own Homepage Categories

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There is a way to create a category on the homepage and have it point to a specific sub-category. For example, you could have a 3D Printer category separate from a Printers/Supplies category.
You need to find a sku that exists in that category. That sku’s image will be the homepage image, so make sure you select a sku that HAS an image.
Now log into the eStorefront administration pages and navigate to My Storefront > Catalog Categories (Search)
On that page, click the ‘Add Line’ button at the bottom-left to create a new homepage category.
On that new line:
  1. under the Leading Sku column, enter the sku number
  2. under the Group Name column, enter the category name you want (e.g. 3D Printers/Supplies)
  3. in the SKU Categories (Display) column, make sure the radio button is on the indented sub-category name. That way, the end-customer will be taken directly to that subcategory
  4. Back in the Seq column on the far left, enter the number where you want this category to display.
    Categories display from top left (Seq 2- there is no Seq 1 so don’t use a 1) across to top left (Seq 6) and to the next row far left (Seq 7) to far right (Seq 12) and so on.
    You will need to change the Seq numbers of the other categories.
Click the ‘Update Changes‘ button at the bottom to save your work.
Once you’re sure the category structure is the way you want it, click the ‘Publish‘ button at the bottom of the page.
You should now be able to see the revised category structure on your site (if you don’t make sure you delete your browser’s cache and try again, or try using a browser that has not visited your eStorefront recently).

How to approve an end-customer order

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If you have an eStorefront where end-customers are:

  • submitting Purchase Orders (POs), or
  • paying via PayPal and you’re approving each order…
…below are the steps to view and approve those orders:
Log into your eStorefront using the Administrative login URL: USA reseller login /
Canada reseller login
On the landing page, you will see a section called “Orders Pending for your Approval“.
If the number is zero, there are no orders to approve.
If the number is greater than zero, click the number.
You’ll be taken to the Recent Orders/Quotes page (which is also available from the blue navigation menu, under Orders/Quotes > Recent Orders/Quotes
There you will see links in the PO # and Confirmation # (CFM #) fields.
Click either of those numbers and you’ll see the order in our checkout page.
It will be populated with the information from the end-customer’s order.
Review the information carefully.
Once you’re ready to approve the order, click the Submit button at the bottom of the page.
You have approved the order.
We will do the pick/pack/ship to the end-customer and invoice you for the order.

Allowing End-Customers to Enter a Purchase Order (PO) Number

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You can set your eStorefront to have customers enter a Purchase Order (PO) number in the Shopping Cart.

If you need them to upload a PO document also, that can be done too.
Here’s how to turn these PO options on:
  1. Log into the admin section of your eStorefront
  2. In the blue menu, go to My Storefront > Storefront Profile
  3. In the General Options section (about 3/4 down the page) you will see checkboxes that allow you turn on/off:
      • Display PO# field in Shopping Cart (with a pulldown menu to make it optional or required)
      • Enable PO Upload (Required)
Once you’ve set what you want, scroll to the bottom of the page and click Save and Publish, and you’re done!

How to create an end-customer login

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In the Enduser Listing, page, there’s an option to create a new end-customer location AND a new end-customer contact at any location.

But these options don’t create a login for that person…they just create a contact entry.

So how do you create an new end-customer login (thereby creating an account and a contact entry)?
Here’s how:
Login to your eStorefront Admin page.
  1. Go to My Storefront > Enduser Listing:
  2. Click ‘Login As‘ beside the enduser location you want to add a login to
  3. On the new layout that displays, go to Account > User Administration
    (note the name of the page you land on: Create User Login)
  4. Click the ‘Add‘ button
  5. 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)
  6. 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.
  7. Under User Rights, click the Select All box.
  8. 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.
Also, make sure to tell them their login works only at your estorefrontmall.com login page.

How to Enter Your Own End-Customer Reference Numbers

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As of today, you can assign your end-customer reference numbers into your eStorefront.
So if you want to take your system’s customer number and save that into our system, you can!
  • Login to your store,
  • Go to My Storefront > Enduser Accounts,
  • Pick the end-customer by clicking ‘Edit’,
  • Enter your reference number in the Your Ref # field provided
    (the number can be a mix of letters and numbers).and
  • click the ‘Update’ button.
The number you entered displays in the Enduser Accounts page.
You can sort the page by that number also.
If your store is set up for you to approve each order you’ll see your customer reference numbers in the order checkout page.
Enjoy!