DBC: Companies - Part 2

Company Information - Legacy Admin

In this section, we will cover some areas that have NOT been migrated over to New Dist Admin as of

this writing. Once you have toggled from New Dist Admin by clicking the BACK TO LEGACY ADMIN

button at the bottom of the left navigation panel. click on Work with Companies in the left navigation

and click Edit for the company you would like to modify.

This will bring you to the main Company Information section in the top navigation. There are multiple

sections located across the top where various settings can be modified.

As a reminder, we will only cover the fields and options in the Company Information tab that are NOT

available in New Dist Admin. We will work our way down the left side, move on the right side, and then

the remaining fields at the bottom.

Left Side

The first area contains the customer’s data that has been brought over from your backoffice system.

Site User Interface - this is set in New Dist Admin. [now called Standard]
Show Carousel Detail – For the Carousel catalog type, enabling this will trigger the following additional item information to show: item code, full description, uom, price, min/max qty, and revision date (if applicable).
New V5 Skin Baseline – Default is “Enable” All new sites should be set to “Enable” to allow for the newest look and feel

Block Backorders – Select from enable or disable for this feature. This will give you the option to allow users to place an order for an item(s) that has a backorder status in DB Distributor. If enabled, the user cannot check out with backordered items in their shopping cart. This option is setup for disabled as a default.
Backorder Notification – Select from enable or disable for this feature. When a user attempts to add a backordered item into their cart you can choose to display an informative message. If you enable this feature you have the option to add a customized message (up to 2000 characters) for the backorder situation. When the item has been added to their shopping cart, the backordered items will show in red. The message entered will display above the cart summary during checkout. This option is setup for disabled as a default.

Hold Orders? – Gives you the option of placing orders on hold. If this option is turned on, you can specify a date and time that orders should be held until. Orders will not be sent to the vendor or transmitted to DB/d until the hold ends.

Splash Page (also known as Homepage) – Set this to Allow if you would like to use a customized homepage when users enter the site. Proceed to New Dist Admin > Site Design to create your Homepage.
Cost Center Search – This gives the ability to add a search functionality on the billing screen during checkout. This is helpful for customers that have an abundant amount of cost center codes entered in DB Distributor. They can enter in the first few characters of the code or the description and the list will populate according to what was entered.
Cost Center History Length – This is obsolete.
Ship-To Search – This gives the ability to add a search functionality on the shipping/delivery screen during checkout. Like the cost center search, this is helpful for customers that have an abundant amount of ship-to codes entered in DB Distributor. They can enter in the first few characters of the code or the description and the list will populate accordingly to what was entered.
Self-Registration – Select from allowed or not allowed for this feature. This option is setup for not allowed as a default. Please see the Users documentation for more details on how to use feature.
Registration Queue Password – This allows you to specify the primary self-set up password for this company. Note: Accounts added using this password are held in the registration queue for group assignment.
Registration Queue Manager – Select the administrative user from the drop down who will manage the Self-Registration queue. This person will receive e-mails notifying them of new registrants when the company password is used. Note: If a group level password is entered then the users will be automatically assigned to that group.
E-mail Confirmation Attachment File – You have the option to attach a file to go with the user account creation notification. While this is located with the self-setup fields, it also applies for standard admin-created users.
Enable Temporary Passwords – If temporary passwords are enabled, when setting up new users manually or through a bulk upload, you will have the option of specifying if they are receiving a temporary password. If so, upon their first login to the site, they will be prompted to change their password.
Enforce Password Expiration? – When creating a user, you have the option of entering in a date for password expiration. Select here if this option should be enforced.
Expire Passwords in – If you would like to have passwords expire, you can enter in a default number of days that the passwords would be good for. The default is 60 days. If the user attempts to login, and the last time their password was changed was more than “X” days ago, then they will be prompted to enter in a new password.
Enforce Account Expiration? – When setting up a user group, you can enter in an account expiration date. If you choose here to enforce this setting, then users in that group will no longer be allowed to access the site after that date.

Right Side

Group-based Price Adjustments - Select from enable or disable for this feature. This option takes the pricing determined in DB Distributor and allows you to modify the value displayed on DB Commerce (mark up or mark down by dollar amount or percentage) or disable the pricing. Prices can be adjusted for a catalog or specific item(s) and the adjustments can vary by group. When enabled, the Price Adjustments link will appear on the customer site when logged in as a customer administrator. This option is setup for disabled as a default.
Send Manual Entry for Price Adjustments - Select from send or don’t send. This option is in association with group-based price adjustments. This option allows a price-adjusted order to go directly into DB Distributor or trigger the system to send a manual entry e-mail to the designated e-mail address(es). This option is setup for send as a default.
Allow Catalog Search – Select from allow or deny. This option lets you allow or deny the catalog search feature on the customer site. The search is found on the main catalog page. This option is setup for allow as a default.
Allow Asset Search – Select from allow or deny. This option lets you allow or deny the asset search feature on the customer site. The search is found on the main page under Asset Library. This option is setup for allow as a default.
Allow Entering/Saving of Custom Addresses – Select from allow or deny. This option lets you allow or deny the saving of custom addresses entered at the shipping page during checkout. Users may also maintain this data in the Addresses tab in the My Account section. This option is site wide but can be turned on/off at the group level on the customer site, by signing on as customer admin under the Work With Groups page/Permissions. This option is setup for allow as a default.
Display approvers in approval confirmations – in New Dist Admin.
Copy Approvers on Approval Action e-mails – in New Dist Admin.
Allow Ship-To/Payment Defaults – Select from allow or deny. This option lets you allow or deny the option of saving of default selections under the shipping and billing pages. This feature is also available under the My Account/Location Defaults (for top nav users) or Manage Profile/Location Defaults (for side nav users). This option is setup for allow as a default.

Backend System Transmission

Order Transmission – Select from Multiple Orders or Single Order. This option relates to multi-company accounts, where items from one company are displayed on pages for another company. If set to multiple orders, the orders would load into each account as separate order numbers, containing just their items; one for the main customer in which the site was built under and another for the secondary (child) account. Set to single, the order would load as one order under the account the site is built on.
Order Location Code – Select from Ship-to or Cost Center. This will be location code that is transferred to DB/d. The default is cost center. The ship-to would be the location selected on the “shipping” page at checkout, while the cost center would be selected on the “billing” page.
Force Cost Center – Select from Force or Do Not Force. If you select the ship-to option in the previous question, you will lose any record of the cost center for the order. By setting this option to force, the system will force the receiving department field from the ship-to record (of the billing location) into the customer PO number field on the order. The default is do not force.
Send Item Description to WebEC – Item descriptions can be modified on the DB/c side. There are also options of adding variable data to the item description, like changing “Business Card” to “Business Card… John Doe”. Enabling this option will trigger the item description used on the DB/c side over to DB/d.
Send Price to WebEC – This option is used specifically with the price adjustments feature. If using price adjustments, this will control if the adjusted price sends to DB/d or not.
Send Freight to WebEC – DB/c has the option of sending the calculated freight amount in the order file to the back-office system. This will work for any freight calculation, regardless of which method you have selected to calculate freight. The decision of which option to use will be based upon if you want this value to flow into the invoicing process or not. If you are making shipments and are pulling back freight charges via the shipping system module, then you will not want to send this amount as third party freight, as it will result in overcharging freight. You can designate if the freight should be sent in the order file as “third party freight”, or if it should be sent as part of the “order notepad”.
- If it is sent as third party freight, it will write into the order header, and will be treated as costed freight, which will flow into the invoicing process, and is subject to freight mark-ups.
- If the freight is sent into the order notepad, it will simply be sent as a message on the order notepad. It will use the first available order notepad line. So, this will not interfere if you are passing in other information via the order notepad tags already.
Note: if the “always show freight” option is turned on, the calculated freight will be sent for all orders. If that option is turned off, it will only send for credit card orders.

Line Item Identifier

Enable Line Item Identifier – This will enable an additional field to show at the front of item lines at checkout. You can specify if this field should be disabled or enabled. If enabled, you can specify if it is optional, mandatory (text box), or mandatory (drop down list). This field will populate the RC Number field in DB/d.
Line Item Identifier Label – If the previous option is enabled, you will be allowed to name the column.

Add-On Services

Enable Add-On Services – Select from enable or disable. This feature allows the first step of setting up an AOS for an item(s). AOS is assigned at the item level and is presented during checkout as a selectable option for an extra charge. Some common AOS’s are production rush and gift wrap. This option is setup for disable as a default. Note: These are similar to special charges in DB Distributor.
Default AOS Name – Default name shown above the AOS option at check out, if one is not defined under Work With Items->Add-On Services tab.

Reorder Notification

Enable Reorder Notification – Select from enable or disable. This option is setup for disable as a default.

Save Items for Later

Enable “Save for Later” Functionality – if enabled, this option allows you to take items out of your shopping cart and place them into a “holding” area. Items can be retrieved from this area later to be placed back into the cart.

Moving to options at the bottom of the screen.

Send PDFs to additional CC and Manual Entry e-mail recipients – Select Yes to send the PDF proof(s) of the variable print item(s) or No to send order confirmation without the proofs.
Additional CCs – Enter an e-mail address, or multiple addresses separated by a semi-colon (;) to be
blind carbon copied on all order related e-mails placed through the DB/c site for that company.
Manual Entry CC – Enter an e-mail address, or multiple addresses separated by a semi-colon (;) to be the recipient of manual entry e-mails for this site. Manual entry for an order can be triggered by split shipping, split billing, price adjustments, international shipping addresses, and other special
scenarios. It is strongly advised that you enter at least one address here, preferably the CSR for the
account.
“Was this Helpful?” Notifications – Enter an e-mail address, or multiple addresses separated by a
semi-colon (;) to be notified on Online Help comments. The Online Help is accessed via the help icon, usually located towards the top along with the contact us and log out icons.
Override Order Confirmation E-mail – If this box is checked on, you can then enter in an e-mail address. Order confirmations will no longer be sent to the users of this site. All order confirmations will be sent to the e-mail address entered here.
Allow user to enter order email CCs – If enabled, this will present the user with a text box during
checkout, where they have the option of entering in an e-mail address that can be copied on order
related e-mails for that order.
When any changes are made on this screen, click Save.