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.