DBC: Responsive Interface > Legacy to Responsive Conversion To Do's and What to Note
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Things To Do Before Conversion |
| ▢ | Ensure SSL Certificate is set up to cover .l and .m versions of your domain |
| ▢ | Coordinate with any Punchout or SSO providers as there will be a new URL that they need to send their requests to |
| ▢ | Do any of your sites use a vanity URL? If so, please note that accessing the legacy version of the site is not currently supported when a vanity URL is configured on the responsive interface. |
| ▢ | Ensure logo is present under Companies > Company Overview |
| ▢ | Create Homepage for each customer or will default to Template A (Site Design > Homepage Template) |
| ▢ | Update Primary/Secondary colors if desired (Site Design > Styling) |
| ▢ | Update Messaging for Login Page / Site Footer / Checkout Screens (Site Design > Messaging) |
| ▢ | Update catalog theme images to new size |
| ▢ | Update image thumbnails for sub-catalogs to new size |
ADDITIONAL NOTES:
- To view all orders, Admins must go to the New Cust Admin, History area.
- Legacy Asset: If the catalog is available to the user, the asset will automatically appear in the navigation.
- Legacy Approvals: If a user requires approval, the Approval Center will automatically appear in the navigation.
- Legacy Reporting: Turn on the Analytics dashboard for the group to view the report in the navigation.
- Usernames are case sensitive (bug in legacy where they weren't, and they are in responsive)
- To Consider: Add a link in the Legacy Header to the Responsive Interface (this may help admins when they need to reference legacy for anything and quickly return to the updated interface, since going back to legacy opens a new tab.).
- Customer Admins must navigate to the New Customer Admin area to view all orders. Orders placed by other users under their account will not be visible in the standard Orders section.
- The Spending Account icon is not present next to the checkout cart (Spending Account information will appear in the billing section, if applicable, as the user completes checkout, or they can go to Account and see their funds.)
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Custom skins that rely on a CSS file will not carry over during conversion. Instead, sites will inherit the new Responsive look and feel.
Customization in the new interface can be handled through the following areas: Homepages, font updates, color accents, and catalog theme images.
This allows the site to be tailored within the supported styling options of the new experience.