SYNNEX e-Storefront Help

SYNNE e-Storefront Help

Default markup: rounding up pricing

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Here’s how to do it:

Login via your eStorefront Admin url.
From the navigation menu, go to My Storefront > Enduser Pricing
Click the checkbox to turn rounding on, and enter the amount you want to round up to.
 
Examples:
  • 0.29 would round up $23.45 to $24.29
  • 0.99 would round up $23.45 to $23.99
  • 1.00 would round up $23.45 to $24.00
Note that if you have an Special Pricing set for any skus, round up will NOT be applied.
We hope you find this feature useful!

How PayPal works during checkout

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Now accepting PayPal

PayPal credit card processing as an option for resellers who want to have a credit-card billling eStorefront.
Here’s how it works…
The end-customer:
  • adds products to their shopping cart
  • goes through the checkout process by entering bill-to/ship-to information
  • clicks the PayPal button
  • is taken to reseller’s dedicated PayPal page where they can:
    • Log into their personal PayPal account and authorize payment w/credit card they have on file, or
    • Enter their credit card info on the PayPal site.
Once the PayPal transaction is successful, the end-customer is returned to the eStorefront and sees their order confirmation message and number.
The end-customer will receive an email from PayPal with their credit-card transaction confirmation.
We will :
  • pick/pack/ship the order to the end-customer, and
  • invoice the reseller for the order total.
You do NOT need to approve PayPal orders. They will flow through our system and you’ll be contacted ONLY if there’s an issue with the order.
If the end-customer has closed their browser before the transaction has completed, the order is set to EUSubmit. The reseller should log into their eStorefront, review the order and contact the end-customer directly to follow-up.
If PayPal rejects the end-customer credit card, the transaction becomes a cancelled order in the reseller’s account.

End-Customers Can Now Copy/Submit Previous Orders

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In our newest eStorefront version released today, your end-customers can now copy a previous order and submit it as a new order.
After the end-customer has logged in, they can click ‘Your Orders’ to see previous orders.
On the far right, your end-customers can click the Copy Order link, and it will take all the items and quantities from that order and add it to their cart.
Item already in the cart will be replaced by what was in the order they just copied.
If one or more items are no longer available, they will not be added to the cart.
We hope your customers take advantage of this simple time-saving feature!

Creating margin ranges for all/specific end-customers

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Have a look at the new Margin Range tab, in My Storefront > Enduser Pricing.
Now you can set specific margins for lower-cost items for all or specific end-customers.
You must have at least 1 end-customer created for Margin Ranges to work.
Margin Ranges override your default margin setting.
Price Groups and Special Pricing override any Margin Ranges you’ve created.
Your maximum markup is 100% per line.
To add a new line, click the Add Line button.
Clicking the Remove Line button removes the newest (bottom of table) line you created.
Here’s how margin is determined on a line-by-line basis.
Create as many lines as you need, then click the Submit button to save your work.
Need to create a Margin Range for a specific end-customer?
Just select their name from the pull-down list, enter the ranges you want and click Submit to save:
We hope you find this new feature useful!

eStorefront user administration settings

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As an eStorefront administrator, you have control over who
from your firm also has administrative access to your eStorefront.

Important: the User Administration page also controls who has access to ECExpress.
  • changes you make in ECExpress User Admin are also saved in eStorefront User Admin, and vice versa.
Also, if you change a setting for someone, you should notify them of the change, because the system does not do that.

From the blue navigation menu, go to My Storefront > User Administration:

You will see a listing of people from your firm who have logins.

If the person has a Y in the Storefront column, that means they can log into the eStorefront and make changes EXCEPT on the Storefront Profile page.

If they have a Y in the End-user Pricing Maintenance column, that means they can affect pricing in the eStorefront.

Here is what the 4 buttons on the page do:
  • Add – add a person from your company (not an enduser) to have eStorefront access
  • Edit – change the settings of a person
  • Delete – remove a person from having access
  • Unlock – if a person unsuccessfully logs in after 5 attempts in one session, their login is locked. This is a security feature. This button removes that lock.

To Add a new user, click the Add button.

On the Create User Login screen, you can:

  • Choose someone who is a company contact but does not have a login, or
  • Add a brand new person

First, from the “Choose from existing contact from this account” list, look to see if the person’s name is already there. Do NOT select a person with **** in front of their name…that indicates they already have a login and are on the User Administration page you were just on. There’s no need to create a new login.

If the person does NOT have **** in front of their name but is in the list, select them and then enter a User ID…something that identifies what they are logging into.

Scroll down to the User Rights section and check the boxes beside the permissions you want that person to have.

If you’re setting up that person as an administrator, like yourself, choose Select All, then click Submit to save.

Now that person will receive an email from our EC Services letting the person know:

  • Their account has been created, and
  • They need to click the create a password link in the email.

They have 24 hours to create their password.

To edit a current user, click the radio button beside their name and click the Edit button:

In the User Information section, you can change the person’s:

  • Name
  • Whether their account is active (or not)
  • Title
  • Phone, Fax

You can also reset their password.

Make any changes you need to and click the Submit button in that section.
Note that User ID is NOT editable.

If the person has forgotten their password, you can check the Reset Password and click Submit. That will send them an email with a link to reset their password.

Further down the page you can change the person’s User Rights.

Again, make the changes you require and click the Submit button in that section.

Language settings (using Google Translate)

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If you have customers who’d prefer to view your site in a different language, we just implemented a Google Translate option that appears at the bottom of every page.

Now your customers can pick a language from the list they want to view your site in.
We enabled many languages, including French.

How to turn on Google Translate:

  1. Log into your eStorefront.
  2. Go to My Storefront > Storefront Profile
  3. Scroll to the bottom of the page, and click the checkbox beside Show Google Translator bar:
  4. Now click the Publish All Changes button, and you’re done!

Assigning Price Groups to Specific End-Customers

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There are two things that must be in place before you do this:

  1. The end-customer(s) must have created an account, and
  2. You need a Price Group to select from.

(Here’s our post on How to Use Price Groups to Create Different Product Category Pricing)

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

On the Enduser Pricing page, click the Price Group tab:

IMPORTANT: BY DEFAULT, ANY PRICE GROUP YOU CREATE IS AUTOMATICALLY APPLIES TO EVERYONE until you add specific end-customers you want the Price Group applied to.

End customers must have an account (and they must log in to see the different pricing).

On the Price Group to you want to assign, click the Show End User link beside it:

To apply the Price Group to a specific end-customer:

  1. Make sure you have the correct Price Group selected (A)
  2. Click the end-customer(s) from the Available End Users box (B)
  3. Click the apply button (C ) to move them to the Associated End Users box (D)

Click the Update button underneath the Associated End Users list:

Now only Jane Doe will see a 5% markup on Printers/Supplies after she logs in and starts shopping,

To remove an end-customer from the Price Group:

  1. Click the end-customer in the Associated End Users box,
  2. Click the Remove arrow so her name appears in the Available End Users box, and
  3. Click Update to save

 If you know the enduser number, you can add it quickly by:

  1. Clicking the End User# radio button,
  2. Entering their End User number, and
  3. Clicking the Add button.

Use Price Groups to Create Different Product Category Pricing

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When your eStorefront was set up, you gave us a default product margin you wanted applied to all skus.

You may want to charge a different margin on the product categories featured on your homepage.

For example, if your default store markup is 10%, you may want to set a margin on Printers/Accessories of 5%.

To do this, you would create a Price Group.

Here’s how to do that:

  1. Log into your eStorefront Admin site.
  2. From the blue navigation menu, go to My Storefront > Enduser Pricing.
  3. On the Enduser Pricing page, click the Price Group tab.
  4. On the Price Group Maintenance page, here are the steps to create a price group:
  5. Give your price group a name that’s relevant to you.
  6. Click the Create button on the far right.
  7. Assign a percentage for the Price Group.
    To mark it up based on your cost from us, make sure ‘Cost Based’ is selected.
  8. Make sure the checkbox to the left of the Create button is checked, then clicked the Create button.

Your Price Group is saved! Newest price groups will appear at the top of the page.

Now it’s time to assign the Printers/Accessories category to your price group:

  1. Click the Select Store Group link
  2. Click the Add Store Group button
  3. Click the Printers & Print Supplies checkbox and then click Add selected.
  4. Make sure the Cost based radio button is selected, then click the Update button.
  5. Click the Build Price Groups link to go back to the Price Group page.

Now your 5 percent markup is now live and being applied to all your end-customers who shop Printers/Supplies.

To turn off your price group, deselect its Active checkbox and click the Update button.

How to Add Featured Products To Your Homepage

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You have the ability to add or change featured products on your homepage.

You can have 4 products per row, and an almost unlimited number of rows.
 
In order to add Featured Products, you’ll need a list of our skus you want featured. So get your list of skus ready, and then follow these instructions…
 
Log into your eStorefront Administration page.
 
From the navigation menu, go to My Storefront > Store Catalog (2-level)
 
At the top, you’ll see a Featured Products section.
Click the Products link.
 
If you don’t have any Featured Products, you’ll see an empty table.
You can add skus one by one, but it’s easier/faster to upload them as a batch.
Click the Add Batch button.

Now you can simply add your skus (4 per row) and click the Save button when done.

You’ll now see a list of sku descriptions and their sequence on the page (from left to right).

Now in a different browser tab, go to your eStorefront’s homepage…you’ll see Featured Products now display above your homepage categories, complete with inventory numbers and available pricing:

To delete Featured Products, click the checkboxes beside the skus you don’t want.

Those skus are now removed from your homepage.
(Note: because of your browser cache, you may need to empty your cache or close your browser and re-open it to see the changes immediately).

How to Change Your Default Shipping Markup

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Login into your eStorefront Admin site

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

You’ll land on the Enduser Accounts: Expense Maintenance page.

By default, enduser pricing is based on billing the enduser the entire amount (100%).
This option is selected by default.

To change your markup, enter the percentage you want.
Note that you can enter 2-digit decimal numbers.
Click the Update button to save your changes.

NOTE: the following options can impact your profitability per order.

Do you want to pay for all the shipping, rather than your customers?
You can, but be careful: this can easily erode your profits and potentially you could owe money for such charges.
Click the 100% charge on Reseller option and click Update.

If you want to offer a specific shipping fee, you can select from several options we provide, or enter your own.

Be careful here…if the shipping fee you’re offering is less than the actual cost, you will be billed for the difference.

To offer a set shipping fee of $19.95, Select Charge (End User) select that option and click Update:
To offer a set shipping fee of $6.95, Select Charge (End User), enter 6.95 as your Customer Specified Charge, and click Update.