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  • TECSYS Visual Streamline White Paper Series

    Visual Streamline Streamline E-Commerce

    This document was created with the following software versions: Visual Streamline Release 10.1.1.0000 Streamline E-Commerce Build 3.0.1.0

  • TECSYS Visual Streamline White Paper Series

    © 2015 by TECSYS, Inc.

    All rights reserved. Published 2015.

    Restricted Rights

    Printed in Canada.

    The information contained within this document is proprietary and confidential to TECSYS, Inc.

    No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of TECSYS, Inc.

    This document is subject to change without notice, and TECSYS does not warrant that the material contained in this document is error-free. If you find any problems with this document, please report them to TECSYS in writing.

    TECSYS, the TECSYS logo, EliteSeries, and Elite.eCom are registered trademarks of TECSYS, Inc. All other company and product names may be trademarks of their respective owners. Copyright © 2000 TECSYS, Inc. All rights reserved.

    This document contains or may contain statements of future direction concerning possible functionality for TECSYS’ software products and technology. All functionality and software products will be available for license and shipment from TECSYS only if and when generally commercially available TECSYS disclaims any express or implied commitment to deliver functionality or software unless actual shipment of the functionality or software occurs. The statements of possible future direction are for information purposes only and TECSYS makes no express or implied commitments or representations concerning the timing and content of any future functionality or releases.

  • Visual Streamline Streamline E-Commerce

    March 2017 Page: i TECSYS Visual Streamline White Paper Series

    Table of Contents Program Overview ............................................................................................................................................................ 1 Setup in Visual Streamline Modules ...................................................................................................................................................................... 2 Sub-Modules BUD Budgets ...................................................................................................................................................... 3 CAT Product Categorization ................................................................................................................................ 3 COI Contract Items............................................................................................................................................. 3 FAL Favourites Lists ........................................................................................................................................... 3 HOF Hold for Future ............................................................................................................................................ 3 NEW Newsletters ................................................................................................................................................. 4 REO Reorder from History .................................................................................................................................. .4 REP Reporting .................................................................................................................................................... 4 Business Rules ........................................................................................................................................................... 5 User Rights ................................................................................................................................................................. 6 E-Commerce Master Files Overview .............................................................................................................................................................. 7 Web User Accounts .............................................................................................................................................. 8 E-Commerce Default Controls ............................................................................................................................ 12 Customer Newsletters ........................................................................................................................................ 16 E-Commerce Administrator Accounts ................................................................................................................. 17 E-Commerce Favourites ..................................................................................................................................... 18 Using Streamline E-Commerce Getting Started Login Page ......................................................................................................................................................... 19 Logging In .......................................................................................................................................................... 21 Request a Login Account .................................................................................................................................... 22 Forgot Your Password? ...................................................................................................................................... 23 Change Your Password ...................................................................................................................................... 24 E-Commerce Pages Overview .................................................................................................................................. 25 Common E-Commerce Page Elements Host's Name and Logo ....................................................................................................................................... 26 Current Web User Information ............................................................................................................................ 26 Navigation Tabs ................................................................................................................................................. 27 Current Page ...................................................................................................................................................... 28 Page Navigation ................................................................................................................................................. 28 Categories Page Overview ............................................................................................................................................................ 29 Products Page Overview ............................................................................................................................................................ 30 Current Web User's Budget Information .............................................................................................................. 31 Filtering .............................................................................................................................................................. 32 Advanced Search Options .................................................................................................................................. 33 Display Settings (List and Tiles Views) ................................................................................................................ 34 Display Settings (Details) .................................................................................................................................... 36 Product Reviews ................................................................................................................................................ 38 Required Shopping Fields ................................................................................................................................... 41 Shopping Cart .................................................................................................................................................... 43

  • Visual Streamline Streamline E-Commerce

    March 2017 Page: ii TECSYS Visual Streamline White Paper Series

    Table of Contents Using Streamline E-Commerce Quick Order Entry Quick Overview .................................................................................................................................................. 44 Manual Entry ...................................................................................................................................................... 45 Importing ............................................................................................................................................................ 46 Replication/User Cached Data Quick Overview .................................................................................................................................................. 47 Submission Process Quick Overview .................................................................................................................................................. 48 Entering Quantities in E-Commerce .....................................

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