Linking Customer Focus Enterprise & Webstore

The purpose of this document is to show you how to setup your Customer Focus Enterprise system to use in conjunction with Webstore, the steps and the effects. This document is split in to two areas, the Customer Focus Enterprise setup and the Webstore Setup. It is important that both systems are setup correctly, often making sure that settings in Customer Focus Enterprise are also setup in Webstore. You may need to logged in to both Customer Focus Enterprise and Webstore as an administrator. If you do not have the appropriate buttons or permissions, please contact your system administrator or contact Support.

Tax Codes

- ALL Tax Codes MUST be setup in both Customer Focus Enterprise and CF Enterprise Webstore and MUST exist BEFORE running any upload/download jobs via the 'Integration Control Panel'.  Customer Focus Enterprise Setup General Ledger > Tax Codes If your Customer Focus Enterprise system has been setup correctly in the initial stages then you should not have to add or change your tax codes, however if needed use add, change or delete buttons. You may need to consult with your accounts team on your VAT rates.

 

 Webstore Setup Site Admin > Codes > Taxes Tax Codes must be entered exactly as they appear in Customer Focus Enterprise. Click the ‘plus’ sign to add a new tax code¦ Use the following example settings for adding a new tax code, clicking 'Save Changes' to add the new tax code:

 

2 Categories - Categories MUST be setup in both Customer Focus Enterprise and CF Webstore and MUST exist BEFORE running any upload/download jobs via the 'Integration Control Panel', however, not all categories need to be added to CF Webstore if you are not planning on uploading certain product categories to your website i.e. only selling a select number of categorised products. Customer Focus Enterprise Menu > System Personalisation > Categories Use the add (plus), change (triangle) or delete (minus) buttons to customise your categories.

Use the following examples for setting up new categories. The example below has been setup with the idea that 'Desk & Office' is a main category and has sub categories beneath it i.e. Desk & Office (main category) - Sports Stress Toys (sub category) - Office (sub category) - Ring Binders (sub category) NOTE: This structure is important as it will determine how your CF Webstore looks - see Webstore setup> Main Category Enter a category ID e.g. 14 - this must be entered in to Webstore with the same ID Sub Category Use the magnifying glass next to 'Main' to browse for the parent/main category. 

 

Webstore Setup Site Admin > Products > Categories Categories must be entered here with the same category ID that exists in Customer Focus Enterprise. The name can appear differently if required. The structure you setup in Customer Focus Enterprise and Webstore is essential as it will determine how categories appear on your website as either a 'tab' along the top or a 'link' on the left hand side (depending on which template you have)

 

Click the 'add new' link to add a category¦ 

 

Use the following settings for setting up a 'main/parent' category on Webstore¦

Title = Text to appear on website - same as Customer Focus Enterprise but can be different Category

ID = Must be exactly the same as Customer Focus Enterprise ID

Visible? = ticked - un-ticked means it will not show on your website Parent = (none) Use the following settings for setting up a 'sub' category on Webstore…

Title = Text to appear on website - same as Customer Focus Enterprise but can be different Category

ID = Must be exactly the same as Customer Focus Enterprise ID

Visible? = ticked - un-ticked means it will not show on your website

Parent Category = find and select the 'main/parent' category setup above

Products - Products must be setup in Customer Focus Enterprise before any uploading/downloading can be done via the 'Integration Control Panel' NOTE: Products should be correctly setup in Customer Focus Enterprise. No setting up of products should be done in Webstore. This guide will not look at setting up products in Webstore. Products are uploaded from Customer Focus Enterprise via the Integration Control Panel.

Customer Focus Enterprise Setup

This section will document two types of products, a standalone product, and a product that has different variations e.g. clothing (different sizes and colours) Catalogue & Inventory > Catalogue & Products - Click the add, change or delete button at the bottom (middle) to customise your products¦

 NOTE: Not all fields are required for use on Webstore. Only those required will be detailed here. NOTE: Stock levels can also be shown on your website. To manage stock levels please use the 'Stock Database' view within Customer Focus Enterprise instead. Can sometimes be called 'Stock Database/Management'. Stock levels will be automatically uploaded via the Integration Control Panel Details (tab)

Description - will be used on your Webstore i.e. will display when somebody clicks on the product to see more information

Colours - will display when somebody clicks on the product to see more information

Main Category - defines where the product appears on your website (see section on category setup in this (manual) Includes - will display when somebody clicks on the product to see more information

Delivery (Days) - will display when somebody clicks on the product to see more information

Price List - must be ticked

Buying & Selling (tabs) – Prices

 

Quantity - quantities available

Price - price for each quantity

 Additional Costs (Empty table in the lower half of the picture)- Please add any extra additional costs for the product e.g. Screen, Additional Colour Print options Use the add, change or delete buttons to customise the product additional costs.

Printing (tab)

 

Specification - will display when somebody clicks on the product to see more information Imprint Details - will display when somebody clicks on the product to see more information

Alternatives (tab) Products added here will show as 'Recommended' alternative products when somebody clicks on this product e.g. Have you remembered to buy the following? Use the add and delete buttons to customise this list:

 

Pictures (tab) This is the picture that will appear for your product on your Webstore

 

 

Inserting an image To add a new picture please click the 'Documents' button in the bottom left hand corner of the screen above (1) and follow the instructions below¦

Click the 'add’ (plus) button to add a new

Image

 

 Click the 'browse' (folder) button to browse for the product image. Once selected you MUST make sure that the 'Document Name' equals the value of the 'Reference' box above it 

 

 Here is an example of how your product could look on your Webstore website once you have filled all boxes outlined here.

Variation Products - different sizes and colours, unlike non transactional websites Webstore websites must have individual product codes set up for each size and colour combination. These options can then be presented on screen in several different ways.