eCommerce Notes

Refer to this document: Product/Customer/User Documentation

Navigating to a Distributor Site (or Impersonating a User)

• Go to insite
• Go to websites
• Find the mentioned site (Ex: Global) and click the Pencil (edit)
• The micro site identifier is the URL path (Ex: Global)
  1. Go to orders.spartanchemical.com/(micro identifier)
• A quick way:
  1. Administration > Website Users
  2. Find either your user or a user for the distributor site
     • Click the pencil next to them
     • Click the three dots at the top right and select “Impersonate”
       • Select the specific distributor site if prompted

Assigning Users to Sites

• Sort by Customer ShipTo Number, look at empty entries
  1. These are the main accounts for the distributors
• Edit > Assign website users
• There are console users and website users

1. Website: To use the site
2. Console: For admins

Adding Products to EDI

• Customers > Sort by Customer ShipTo Number
• Select the main distributor account requested with the pencil button
  1. Select the Products tab
  2. Click the “+ Customer Product” green button at the top right
     • Enter the product # (Ex: 700505) in the Product bar and select the product
     • Don’t enter a customer product # or UoM
     • NOTE: You should always add the parent product (Ex: 7005) even when the user only requests one size be added
• Websites > Pencil button by the distributor name
  1. Select the “Categories” section
  2. Click the pencil button by any categories the product fits within
     • Select the Products tab
     • Click the green “Assign Products” button and then search for the product you added
       • Once again, also include the parent product
     • Select all desired products and then click “Assign” at the top right
• Catalog > Products
  1. Search for the product desired and click the pencil
     • The “Index Status” value determines whether the product has been updated and if it needs to be replicated to the site(s)
       • You want this value to say “Indexed”
     • Select the three dots at the top right > Rebuild Product Search Index
       • This job should run for every product
• The product should be replicated to the distributor site
  1. Check to make sure and note there might be an issue with the pricing

Removing Products from EDI

• Customers > Sort by Customer ShipTo Number
• Select the main distributor account requested with the pencil button
  1. Select the Products tab
  2. Search for the product you want to remove
     • Select the product with the box to the left of the pencil button
     • Click the trash can icon to remove it
• Websites > Pencil button by the distributor name
  1. Select the “Categories” section
  2. Click the pencil button by any categories the product is in
     • Select the Products tab
     • Search for the product you want to remove
       • Select the product with the box to the left
       • Click the “Unassign” button
• Catalog > Products
  1. Search for the product and click the pencil
     • Select the three dots at the top right > Rebuild Product Search Index
• The product should be removed from the distributor site

JOBS: Update Products from Salsify, Update Pricing For National Accounts, Rebuild Sitemap, Rebuild Search Index, Rebuild Dynamic Categories

User Password Issues

Sometimes a user will not be able to log into their eCommerce account

• It’s possible an organization (like Core Civic) has accounts that aren’t bound to specific users
  1. Would use generic usernames
  2. Generic passwords
  3. Generic emails
• If a user can’t get into a generic account, you can go to:
  1. Administration > Website Users
  2. Search the username and edit the user
  3. MAKE SURE TO NOTE THE USER’S EMAIL
     • Change the Email field to your personal email address
     • Save
  4. Click the 3 dots at the top right and select “Reset Password”
  5. The reset link will be sent to your personal email address
     • Change the password to what it should be per their request
  6. Change the user’s email back in the user settings