User Manual
Corporate Management
You can group your customers into retailers and corporates in your web store and manage them independently. You can put up separate set of products, prices, templates, etc for each customer group or corporate. Your corporates can include single or multiple customers. Admin Panel>>Customer>>Corporate Management
read moreAdd Corporate
Navigation: Admin Panel>>Corporate Management>>Add Corporate Description: You can add new corporates to your print store with their details. You can specify a directory name which would create personalized login page for respective corporates with their own branding. Screenshot
read moreEdit Corporate
Navigation: Corporate Management>>Action>>Edit Description: You can edit and modify your existing corporate’s profile. Screenshot
read moreOrder Approval Process
You can set order approval process for corporates from their profile itself. In edit corporate section there is “Pay on Payment” checkbox. Clicking on the checkbox will open up “limit” details and “order approval process” details. For order approval process you get two options: 1. Admin Approval Required 2. Auto Approval If you click on Admin Approval Required checkbox then order of a corporate user will be first sent to the corporate admin for review and approval. You will get the order for processing only after it has been...
read moreAssign Products to Corporate
Navigation: Corporate Management>>Action>>Assign Products Description: You can assign specific products to your corporate customers. You can assign only those products that are made available to corporate customers when they are set up in products module. You can assign regular and predefined products both to corporate customers. You can set different product prices for each corporate client and their customers. If you want you can even set corporate product price as percentage of retailer product...
read moreView Corporate Customers
Navigation: Corporate Management>>Action>> View Customer Description: You can view all the customers belonging to a particular corporate group. You can add new customers to a corporate group, view their individual profiles as well as export a list of customers in CSV format. Screenshot
read moreAdd Customer to Corporate Group
Navigation: Corporate Management>>Action>>Add Customer Description: You can add new customers to an existing corporate group with their details and login information. You can also add multiple customers by uploading a CSV file. Screenshot
read moreChange Corporate Customer Status
Navigation: Admin Panel>>Corporate Management>>Status Description: You can change the status of your corporate customer group. The red icon means inactive status while the green icon means active status. Corporate Customers with active status only can login into your print store. Screenshot
read moreManage Credit/Debit
Navigation: Corporate Management>>Action>>Manage Credit/Debit Description: You can manage credit and debit for every single corporate. You can add amount to a corporate’s account, set date and comments, & view remaining credit limit. You can view credit and debit transactions of the corporate. Screenshot Note: Manage Credit/Debit feature is available only if you have enabled the “Pay on Payment” method in corporate customer...
read moreQuote Module Workflow
Quote module is a unique feature of our solution that lets you carry out a detailed negotiation and rate exchange with your customers. You can have a common string of price and order requirement communication from quote module. The workflow of quote module starts from the frontend and is initiated by the customer. To generate a quote request, your customer will first log into his account. In this My Account section, he will have history of all the quotes previously generated by him, the status of each quote, and quoted amount. Here itself, he...
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