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- CatalogueLINK Upload > Setup > Catalogue Fields
- Importing Accounting System Data
b) For customers that should be able to view/pay invoices and receive buyer specific pricing, have you set a date to import Invoices from and do customers have Upload Financials set to Yes In CatalogueLINK Upload?
- CatalogueLINK Upload > Setup > Invoice Settings
- CatalogueLINK Upload > Customers
- Importing Accounting System Data
c) Do you know how automation of CatalogueLINK Upload operates and is it configured to suit your business operations?
- CatalogueLINK Upload > Setup > Automation Settings
- Windows Scheduled Task > CatalogueLINK Upload Automation
- CatalogueLINK Upload Automation
Links to all relevant Knowledge Base articles for CatalogueLINK Upload can be found here:
- CatalogueLINK Upload (User GuidesTraining)
- CatalogueLINK Upload Automation
- CatalogueLINK Upload (SupportTroubleshooting)
3) Straightsell CMS (Control Panel)
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- Control Panel > My Details
- My Details
b) Have you created additional Control Panel User accounts and supplied these accounts to those that need access to the Control Panel?
- Control Panel > Manage Users
- Manage Users
c) Do you know how to reset passwords for Control Panel User accounts in the event they forget theirs?
- Control Panel > Manage Users
- Reset a CMS or Account Manager Password
- Reset a Buyer Password
d) Do you know where you can change the email addresses for Contact Us forms and Orders Confirmations?
- Control Panel > Company Information
- Ecommerce > Ecommerce Settings > Order Email Settings
- Update Your Company Information
- Manage Website Registrations
e) Do you know how to create Buyer Accounts for accounting system customers?
- Control Panel > Manage Organisations
- Control Panel > Manage Buyers
- Create and Manage Buyers
f) Have you created your own Buyer Account and Buyer User that can be used to troubleshoot a customer's product or pricing issue on the website?
- Control Panel > Manage Organisations
- Control Panel > Manage Buyers
- Create and Manage Buyers
g) Have you logged in as multiple Buyer Accounts uploaded via a Buyer File to ensure that their details, freight and payment terms are correct?
- Control Panel > Manage Buyers
- Creating a Buyer File
h) Are you aware of how to edit basic text on your website?
- Control Panel > Edit Website
- Edit Your Website Content
i) Do you know how to upload the following files (where applicable):
- Control Panel > Documents & Images
- Product Images
- Product Category Images
- Slideshow Images
- Header Image
- Logo Image
- Brand Logos
- Product PDF Documents
- Uploading Documents and Images
j) Do you know how to edit you Product Carousel on the home page?
- Content Management > Web Pages > site/widgets/showcase_products
- Altering your Product Showcase
k) Are you able to add a new or blog article?
- Control Panel - > News
- Control Panel - > Blog
- Add a News or Blog Article
l) Have you performed an upload of Product Associations and/or Product Option Files and do you know how this function operates?
- Control Panel > File Upload/Download
- Product Association File
Links to all relevant Knowledge Base articles for the CMS (Control Panel) can be found here:
- Website and CMS (User GuidesTraining)
- Website and CMS (SupportTroubleshooting)
4) CatalogueLINK Download
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- CatalogueLINK Download (Download/Export)
- Downloading From Your Website
- Exporting Into The Accounting System
b) Do exported customer registrations, orders and payments insert accurately into the accounting system?
- CatalogueLINK Download (Download/Export)
- Downloading From Your Website
- Exporting Into The Accounting System
c) Do you know how automation of CatalogueLINK Download operates and is it configured to suit your business operations?
- CatalogueLINK Download > Setup > Automation Settings
- Windows Scheduled Task > CatalogueLINK Download Automation
- CatalogueLINK Download Automation
Links to all relevant Knowledge Base articles for CatalogueLINK Download can be found here: