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Change Address, E-mail and Password
Summary You manage your account data via the user icon at the top right. In the left column of the menu, you will find My profile, Change password, Change address and Change e-mail address. What is shown under "My profile" There you can see your customer numbe...
Login and Access
What do I enter as user name? Your Customer number. Although the field is called User name, you cannot assign your own name. See Request access and initial login. I do not have any access data yet. How do I get some? Via Access request on the login screen, if ...
Ordering and Cart
I cannot add an item to the cart — it says "Open matrix" This is a matrix item, which comes in several variants, such as colours and sizes. Instead of entering a quantity, you enter the variants in a table. Click on Open matrix, enter the quantities and then a...
Prices, Discounts and Coupons
My coupon was accepted, but the total does not change This is correct. Neither a coupon nor a special discount is deducted from the displayed total — both only appear as text. The deduction is only made on the invoice. At the order completion you will see a gr...
Documents and Personal Data
I do not see my invoices There are two possible reasons for this, and neither is your fault: Your shop operator has not activated this document type for you. In that case, the menu entry is completely missing. There are no documents of this type. Then the e...
Something does not appear in the shop
The most common cause is right at the beginning — it explains the majority of all cases. My change has no effect Changes to the eCom configuration only take effect once the data has been provisioned. Afterwards, the eCom system retrieves them automatically — d...
Rights, Roles and E-mails
How can I tell which rights affect the shop? By the blue cart symbol behind the entry in the role. Rights without this symbol do not affect the shop. A complete list with the respective effect is provided in the service description. See eCom rights at a glance...
Title E-Mail General The "E-Mail" widget allows you to send an e-mail directly from an opportunity or a lead to the contact, based on a centrally stored e-mail template. Available since version 21. How to create an e-mail template can be found under ...
Sales Pipeline - Opportunities
Under Sales pipeline → Opportunities you will see a summary of the sales processes (code table "Opportunities Sales process") with the column "Activated E-Mail Templates". Activate E-Mail Templates You select a sales process from the list. In the Assistant, yo...
Settings - E-Mail Templates (Opportunities & Leads)
General Central administration of the e-mail templates available for selection in the "E-Mail" widget for Opportunities and Leads. Available since version 21. Template list Tree structure with "Create New E-Mail Template" and the existing templates. Edit templ...
eCom
Requires the eCom Module