To convert a B2C user, it is ideal to convert them to B2B by linking them to their own A/R customer code from the ERP. To achieve this, create a new customer account in your ERP to which this web store user will be linked. Follow the below steps to convert your B2C user to […]
Tutorials
How to re-link your B2B user to a different ERP A/R account
To link your B2B user to a different ERP A/R customer account or to assign multiple ERP A/R accounts, follow the below steps: Edit User Navigate to Customers > Manage Customers and locate the customer that you want to convert. Click “Edit” next to that customer in the table and on the Edit User landing page, click […]
Email Deliverability and SPF Records
Your website will be sending emails to your clients on your behalf for various reasons, such as order confirmations and password change requests. We send those emails directly, rather than passing them through your email server. This means they can be flagged as suspicious unless you publicly authorize our outgoing mail server. To create this […]
Enable Firewall Rules and a JavaScript Browser Challenge
Cloudflare’s firewall rules can help significantly if you want to prevent illegitimate traffic to your web store. In this tutorial, we’ll show you how you can add a JavaScript execution test to determine whether a visitor is legitimate or not. Please note that Cloudflare’s firewall rules are not foolproof, but will block a large part […]
How To Add Credit Card Logos to Payment Method Checkout Step
Many of our payment methods offer you the ability to add credit card logos to the payment method checkout step. To see if the payment method activated on your site allows you to add credit card logos: Navigate to System > Payment Settings, and select Edit next to your enabled payment method. Select Edit for […]
How to Import Products in a CSV for a Promotion
In some cases, you may want to create a promotion that only applies to specific products, and you can do just that with your web store promotions. Learn more about setting up promotions and creating promotions. Create Your CSV First, you need to create a CSV file with the following columns: Product ID ItemNo Description […]
How to Change A Custom Page’s Parent Page
By default, all newly created custom pages use the Main Navigation as their Parent Page. However, you may want your custom page to be organized under another parent custom page, e.g. yourstore.com/onecustompage/anothercustompage. Learn more about creating custom pages. Using the example, “One Custom Page” would be the parent of “Another Custom Page”. You can observe […]
How to Create a New Custom Page
Custom pages allow you to add non-default pages to your web store. For example, you may want to create a page, such as yourstore.com/warranty. This page would then contain information about product warranties. Create the Custom Page Go to admin and navigate to Content Management > Custom Pages. Click “Create”. Add the title for your […]
How to Create Promotions
Once you have set up promotions in your web store, you are now ready to begin creating promotions. To start, navigate to Promotions > Promo > Create New Promo Code. Creating a Promotion Code Promo Code A randomly generated string will be automatically inserted. You can choose to use this string or type in a […]
How to Add a JavaScript Snippet
You can add custom JavaScript snippets to your site via System > Modules > Custom Tags. This tutorial will walk you through the process step by step. Copy the Snippet Copy the snippet so that you can easily paste it in the following steps. For the purposes of this tutorial, let’s assume that our JavaScript […]