Activate Order template for eCom
Summary
Order templates only appear in the shop if you activate them there. This is done under Order support \ Order template in the eCom section of the respective template.
The fields of this section and their meaning are described in the service description.
Procedure
- Open Order support \ Order template and select the template.
- In the eCom section, set the Display:
| Value | Effect |
|---|---|
| None | does not appear in the shop (default) |
| Start menu | appears in the product groups menu |
| Highlight menu | appears in the Start menu and in the Highlight menu |
- If necessary, set Valid from and Valid until. This controls the shop period independently of the client.
- If necessary, set Prefix and Name for the display in the shop.
- Save and provide data.
Why separate appointments for the shop make sense
The field force usually sees promotions a few days before the start to prepare and plan appointments. For the shop, you usually do not want this — the promotion should only appear on the start day.
This is exactly what Valid from and Valid until in the eCom section are for: they override the period of the client.
Why a separate name makes sense
If the order template has a name intended for the field force — for example with internal notes or condition information — you can override it customer-optimised for the shop via the Name field.
Only for the shop, not for the field force
The checkbox Not for field force makes the template available exclusively in the eCom system.
Limit assortment to an item list
The checkbox For the selected customers of this customer list, display only the items of the item list in the eCom system acts like a closed listing: the customers of this template may only access, search for, and order the items of the item list.
Warning: If a customer appears in multiple order templates with this checkbox, the eCom system makes a random selection of which one applies. A mixture of several item lists is not possible. Ensure that each customer appears in only one such template.
What does not arrive in the shop
No modules are available in the eCom system. Modules assigned to the order template are not displayed in the shop — regardless of which they are.