Introduction Below is an extensive list of features in the Customer Self Service solution. We are constantly adding new features to the application and perform a new release every 6 weeks. This document is current to Version 3.72 which was released in May 2014. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 1 of 22
Catalogue Functions CUSTOMER SELF SERVICE Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Integrated with PRONTO Stock Module 4 levels of category drill down Variable category drill down depth Products at same level as categories Category definition independent of product group One PRONTO database can integrate to multiple CSS websites Filtering of products available online Obeys PRONTO pricing rules Integrate notes from PRONTO Show images for products Show images for product categories Up sell (accessories) CSS uses its exclusive integration technology to pull data from PRONTO seamlessly without user intervention. Any data from the PRONTO Stock module can be integrated with the website A category structure can be set up independent of any other product structure within PRONTO. This allows for up to 4 levels of category drill down before getting to the product level. Each category can drill down to its own depth - so some categories may drill down 4 levels and some only one. If required, products can be placed at the same level as sub categories. The category definition can be defined using either the product group field or one of 6 other fields on the stock master. This allows for separation from the product group set up and the website catalogue. A single PRONTO database can integrate to up to 8 separate websites all with different product offerings from the PRONTO product tables. Simple online administration tools allow the selection of products to display online using product class, product group, sales type, user group, abc class and sort code. Pricing on the website obeys the business rules set up in PRONTO for customer and price. from PRONTO can be integrated to the website. Up to 5 different types of notes can be defined and integrated. In addition to this, extra notes can be maintained online using online maintenance tools. Up to 5 images can be stored and displayed against a product. Images can be automatically sent from customers network using Integrator. Up to 5 images can be stored and displayed against a product category. Accessories for a product can be defined in PRONTO and then displayed on website. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 2 of 22
Cross sell (alternatives) Powerful searching Integration with Lucene Search Engine Predictive Search Meta Data Meta Data Advanced Searching Fully configurable templates for displaying products and search results Dynamic Meta Data Filtering (Structured Data) Item price limit Product availability display Show nationwide availability Show any field from PRONTO Stock Role based themes Top 2 levels of categories can be displayed in any navigation Support for Kits Configurable Kits Override PRONTO product description CUSTOMER SELF SERVICE Alternatives for a product can be defined in PRONTO and then displayed on website. Any field against the product table can be defined in the dictionary as a searchable field. Provides Java-based indexing and search technology, as well as spellchecking, hit highlighting and advanced analysis/tokenization capabilities. The search capability learns from previous successful searches as well as stockcode and product description data. It can suggest what the user is searching for as they type. Terms can be boosted to improve order they appear in. Unlimited fields can be created against the product table. Meta data (i.e. data defining the item such as features etc), can then be stored on the product table for display on the website. Using meta data, advanced searching can be performed allowing users to filter on criteria - e.g. show only products that are "Made in Australia" Every type of product can have a different template for the display of the product. This allows for designers to dictate how products and categories are to be displayed online without any limitations from the application. Based on meta data stored against products, a list of filters can be displayed on the site to allow the user to auto filter their results to help them find the product they are after. The price of an item can display as P.O.A. if it is over a certain value. Almost unlimited options for displaying product availability. Examples include Yes/No, actual quantity, a manipulated quantity, words (e.g. High, Medium, Low), images to represent different stock levels. In addition to showing the local availability, all warehouses can be summed and availability shown. Any field can be integrated from stock-master and displayed on any screen showing products. Roles can be assigned to users. This allows for different content to be shown to different audiences. For example, users logged in might be able to see availability, but public users might not. Allows for the top navigation or left navigation to display the product category structure. Allows kits to be display and sold online. Can show components as well. Support for Single Level Configurable Kits Allows for an override description to be displayed online rather than limited 3 X 30 lines of description from PRONTO. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 3 of 22
Warehouse Mask Use alternative stock unit from PRONTO Show category results in search results Contract pricing filtering Contract pricing icons Restrict users to contract items only Item quantity breaks Product Reviews Product Reviews Follow Up Toggle RRP Custom Catalogues Sort using up to 5 product fields Display contracted items first PRONTO Stock Security Recently Viewed Products Show customers stockcodes Catalogue Create Wizard Wishlists Your Top Products Banner Display Controls Product Comparisons CUSTOMER SELF SERVICE Limit warehouses available to see online Can display products in alternative stock unit from PRONTO Stock Master When displaying search results, shows a summary of categories that search results live in. Allows for definition of price rules from PRONTO (22 to 99) to be defined as contracted price rules. Customers can then filter their results on contracted items only. Allows for an icon (can be different for each rule) to be displayed next to products based on the pricing rule used to come to price. Allows administrators to set up users and restrict them to their contracted items only. Can show the next quantity breaks for items. Allows for end users to rate products and submit product reviews. These reviews are then moderated and approved by webmaster. Functionality to allow emails to customers after they have purchased items encouraging them to perform an online review Allows for RRP price toggle button - this is handy if a retailer is showing distributors website in front on customer and does not want then to see their buy price. Allow definition of custom catalogues which are addition catalogues defined online that have a different category structure and set of products to the global catalogue. The products and pricing stills comes from PRONTO. Users can be attached to a custom catalogue or multiple custom catalogues. Allow default sort order of products to come from up to 5 product based fields. This allows webmaster to define what products get display at the top of search results. Display the customers contracted items at the top of the search results. Full integration of PRONTO Stock Security features allowing products to be hidden from certain customers or products to be exclusively offered to certain customers. Ability to show recently viewed products to a user If the Customer Code Identifier function of PRONTO is used, the website can show the customers stockcode throughout their B2B experience. Allows users to select products and create PDF catalogues on the fly Wishlist functionality. Allows users to create a wishlist and then email it to a friend Shows the users products they order the most Custom banners based on category Using structured data against products, compare like for like feautures 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 4 of 22
Lucene Search What is Lucene? Lucene is a high-performance, full-featured, open source text search engine. (for more information see www.lucene.net). It is the engine used for many commercially available search solutions. Originally developed in Java, Lucene has been ported to Microsoft's.NET platform through a project called Lucene.NET. Lucene's features include: Powerful, Accurate and Efficient Search Algorithms ranked searching best results returned first (otherwise known as ranking by relevance) many powerful query types: phrase queries, wildcard queries, proximity queries, range queries and more fielded searching (e.g., code, description, brand) Spelling correction relevance "boosting" allowing enhancement of relevance rank based on external factors (i.e. product popularity from web site history, product brand, etc) How is Lucene Used in Customer Self Service? Many search solutions based on Lucene are run externally from the source web site. In other words, web site administrators need to provide a data feed to the external service so that catalogue data can be indexed. Then integration is required to be developed to allow switching between the main web site and the third party search web site. With Customer Self Service, Lucene.NET has been implemented directly into the application codebase. This provides the following advantages: Fast indexing and an up-to-date search index due to the source data being local to the search engine. Search queries executed locally on the web site server, providing faster and more reliable searching No third party Saas or License fees Ability to apply additional business logic, such as filtering search results based on the current user's stock security (i.e. applying item restrictions) s of the Customer Self Service Lucene Implementation Ability to define search index fields based on one or more fields from the product or category tables Ability to define index field "boost" values, giving higher weight to search terms in particular fields if required. Ability to boost product relevance based on product values, such as the number of times an item has been clicked-through, or the number of times an item has been sold Define "Boost Words" allowing products containing certain words to be given higher relevance (e.g. promote your brand above others) 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 5 of 22
CUSTOMER SELF SERVICE Define Search Query Translations allowing automatic or "did you mean?" (manual) replacement of user's search queries (e.g. user searched for "rubber", system responds with "did you mean 'eraser'?") Spelling correction database generated from the product text which can be used for "did you mean" search suggestions. Optional use of word stemming for indexing and search queries - (i.e. laminate/laminating/laminator/laminated are all equivalent when stemmed) Define Search Index Translations allowing items to be found based on alternate text. Define "Trim Words" allowing consistent treatment of suffixes (e.g allowing "100mm" and "100 mm" to be used interchangeably) Search Tools allowing direct query on the Search Index including display of boost values, relevance scores and score explanations to assist with debugging search query results Configurable settings allowing features of the search engine to be turned on or off. Catalogue Browse based on relevance - listing products based on their score (including boost values) 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 6 of 22
Ordering Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Integrated with PRONTO Stock Module Add multiple items at once to cart Default delivery address from PRONTO Default delivery address from user record Multiple delivery addresses Obeys PRONTO pricing rules lines against sales order lines Credit limit checked on upload User Favourites Company Favourites B2C casual user registration Order templates Credit card checkout using secure payment gateway Call back for credit card details B-PAY Force customer reference to be entered VIP registration CSS uses its exclusive integration technology to pull data from PRONTO seamlessly without user intervention. Any data from the PRONTO Stock module can be integrated with the website Multiple items can be added with the click on one button to the shopping cart Delivery address defaults to PRONTO delivery address Delivery address can default to address set up against users Multiple delivery addresses can be set up against User or Company or integrated from PRONTO multiple delivery address file PRONTO price rules are obeyed Allows users to record a note line against each order line On upload of order to PRONTO, credit limit and status of customer is checked and order put on hold if required. User can store favourite products Company favourites can be set up for a customer and shared across all users for that customer. Allows for users to browse site, place items in cart and checkout once simple registration is completed. Allows for users to create unlimited order templates for regular orders. Users can pay for orders (in B2B or B2C) using secure credit card checkout from EWAY, DPS or TNS payment gateways. User can select to get a call back to get credit card details over phone. Users can pay for order via B-PAY Force customers to enter a purchase order number. Allows for "mod10" registration for VIP users - this can then be attached to different role and accounts to better pricing may 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 7 of 22
Full Stock Security Create new order by copying from previous order Template based email confirmations definable by role Simple 4 stage checkout process for B2C Custom Checkout OCI and cxml Punchout Show cart after placing items in cart Consolidate product lines Auto product substitutions Force pack quantity Pack quantity break charge Print friendly orders Allow zero dollar orders Any field can be shown on the order grid Minimum order charge Order restrictions Credit card charges / discounts Foreign Currency Support CUSTOMER SELF SERVICE be offered. Also a different role means that different skin, catalogue and content can also be displayed. Full integration of PRONTO Stock Security features allowing products to be hidden from certain customers or products to be exclusively offered to certain customers. Allows users to search a previous order (which could have been entered online or in PRONTO) and copy items to a new order. Emails sent back to customers after order has been uploaded to PRONTO can be tailored using template editor and tokens to suit design requirements. User is taken through Registration, Address, Freight and Payment CMS allows for custom checkout to be designed Customers using ERP systems such as SAP, Oracle etc can punchout to CSS and then order is returned to purchasing system. System flag to determine if cart is shown after items if ordered or a message is displayed. System flag to determine if product lines are consolidated on order. Products can be automatically substituted for new items once they are obsolete and none are available. Ordering can be forced in pack quantities. A charge can be attached to the order if the pack quantity is broken. Orders can be displayed using a print friendly format. Flag to allow for orders to be submitted totaling zero dollars. Allows tailoring of order grid fields. Allows for a charge to be added to the order if it exceeds a minimum amount. This function can be set up to exclude certain product groups. Allows webmaster to define customer / product combination that cannot be ordered at present time. The product will still show on web but order box will be disabled. Credit card surcharges or discounts can be added to the order. A different surcharge for each card type can be defined. Full support for multi currencies including currency symbols, rounding rules, credit card integration. Multi country tax support Supports Australian, NZ and UK and USA tax laws Address validation Integration to third party address validation software 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 8 of 22
Custom fields on checkout EFT payment for orders Split authorize and capture credit cards Use of Billing ID Use web order number or ERP order no Web Discounts Style / Colour / Size support Online transfers Order shipped email Quote requests Place order on hold Company based templates Minimum order quantity per stockcode Maximum order quantity per stockcode Pack Quantity Options Favourites auto populate Order Comments Cost Centres CUSTOMER SELF SERVICE Any fields can be asked of user on checkout - all integrated back to PRONTO Sales Order Allows for EFT payment for orders - holds payments until approved and then integrates with PRONTO For perfect reconciliation to customer payments and management of charging back orders, CSS allows for splitting of the authorization and capture of the credit card payments for orders. Allows for a billing ID to be captured for credit cards for ongoing billing purposes. The order number loaded to PRONTO can be the next ERP order number or the unique web order number. Offer customers special discounts on products or products groups is purchased online. Unlimited attributes for each product allowing style colour and size options to be selected. This can also facilitate the sale of products that do not currently have a PRONTO stockcode. Drop can show price variance for different styles, colours or sizes. Supports the use of online transfers for staff using website. Template based email sent to customer when order has been shipped. Allow customers to request a quote. The order gets loaded into PRONTO as a quote and an email is sent to a staff member to action. Any order can be placed on hold in website and retrieved at any time. Templates can be set up by one use and shared with other users within same company. Force users to order a minimum of a product. Stop users from ordering over a maximum of a product. Allow users to order up to pack size and then in lots of pack size - allows for samples stock. Allow favourites to automatically populate from previous purchases. Allow order comments to be entered and integrated to PRONTO. Allow cost centres to be entered by customers. These can be free form or validated against a list set up against the customer or the user. Copy email confirmation Allow for user to specify an email address to copy the order confirmation to. Session based orders Allows orders to be session based - this allows for users to checkout without registering. User Registration Fields Completely customise fields that get asked for when a user registers. First order free product Allow customers to receive a free product on their first order. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 9 of 22
Forward Ordering - simple Forward Ordering - line by line Forward Ordering - advanced Role based orders User can have access to multiple accounts for ordering with single login Copy lines on order Copy order to another customer Third party deliveries Search in order grid Blank order form Checkout messages Customisable Templates for Checkout Credit card details can be stored at role level Pay for Orders by EFT Show Cost and GP Par Value Orders Budgeting Functions Order Aggregation Different Pricing Account CUSTOMER SELF SERVICE If requested delivery date is a predefined number of days into the future, the order will be made a forward order on upload to PRONTO. A user can specify a forward order date per line and order will be split on PRONTO on upload. If the price in the future is different, then this price will be shown Forward order templates can be set up so that customers can order in a grid type environment. Different discounts can apply to each forward order column so that the further into the future the customer orders - the better the discount will be. Orders for a user can be different based on each role. This allows for different rules to be applied to each role and therefore each ordering environment. A user can have access to unlimited accounts and can select on login or change during session. Orders are unique to each user customer relationship. Allow a user to duplicate a single line on an order. Allow a user to copy an entire order from one customer to another customer they have access to. Allow customer to specify that they want the products delivered directly to their customers. An extra charge can apply to the order. User can key in stockcode or search words in order the order grid and get search results. Allows users to enter multiple stockcodes in one order screen. Checkout messages can be displayed based on query tool on any product on the order or any field on the order or customer. This is useful when advising customers about products they have purchased highlighting information they must know about the product. Allows for the checkout process to be designed to match your corporate guidelines. Allows for different credit card rules based on the role of the user Allows for orders to be paid by EFT Role based security can allow the cost and GP to be shown handy for internal roles Par Value orders are similar to Template Order except they allow for a par value to be stored. The user enters the quantity on the shelf that was counted and the website will determine the difference and add this quantity to the cart. Extensive budgeting functions allowing for budgets to be entered for customers for different periods of time. Allows for users to aggregate orders within their organization to save on freight Ability to use a different account for pricing that the one the user is attached to 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 10 of 22
Urgent Delivery Stocktaking Functionality Restriction of items based on delivery address Allow add to template from product view Non Contract Ordering Reasons Order Import Dropzone Credit Card Deposits Auto Split Orders Allow users to select Warehouse Gift Card payment type In Store Pick up CUSTOMER SELF SERVICE Extensive functionality around allowing users to select urgent delivery options Allows for any product to be stocktaked. Review of stocktake and then entry to cart. Stocktakes can also be emailed. Items can be restricted based on the users selected country. Allows users to add a product to an existing template from the product view Forces users to record a reason for ordering outside the contracted items Ability to browse or drop CSV file onto page to auto create order from contents of CSV file Allows a minimum deposit function to be used for orders Automatically split order to the best supply warehouse based on postcode of delivery address and availability in each warehouse. Allow a web user to select a warehouse line by line on the order Integration to Wright Express for gift card tender type Allow in store pick up as an option for checkout Collect Goods Print Out Creates a barcoded document that the user can take for easy collection instore PDF Order Confirmation Send PDF of order confirmation on order conclusion Create Order from Quote Allow a quote from PRONTO to be converted to an order and hold prices on quote based on quote expiry date. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 11 of 22
Order Tracking Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Integrated with PRONTO Ordering Module Track any order Copy previous order to current order Filter order search Track and Trace Invoice reprint Hide orders Rename order status CSS uses its exclusive integration technology to pull data from PRONTO seamlessly without user intervention. Orders can be tracked for B2B whether they were entered in PRONTO or entered online. For B2C only online orders can be tracked as they are linked to the user. Orders being tracked can be copied to the shopping basket. Allows users to filter on invoice number, sales order number, status, dates, product codes and users Links to third parts carriers websites for track and trace information. Allows invoices to be reprinted online. This can either be done from a browser pop up or can request PRONTO Fax Software to send invoice using overlays from PRONTO. Webmaster can decide which order status's are sent to the website - this allows orders that go on internal status steps not to show this progress on the website. Ability to nominate the wording for each PRONTO status code - for example "80" which is normally "Ready to Update" can be shown online as "Goods Dispatched" Restrict users to own orders Restrict users to only search on their own orders Order Shipped Email Email can be sent to customer as soon as order ships. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 12 of 22
Accounts Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Integrated with PRONTO Accounts Module Online statements with drill down Bulk invoice reprint Outstanding invoice enquiry Outstanding invoice summary Online account payment Hold EFT payments Short Payment Reason Auto conversion of debtor codes CSS uses its exclusive integration technology to pull data from PRONTO seamlessly without user intervention. Online statements with drill down to sales orders Allows users to nominate multiple invoices to reprint. Shows only outstanding invoices and related payments. Shows single line for each outstanding invoice. Accounts can be paid online using credit card, BPAY or EFT. EFT payments can be held until released by accounts staff when receipt is sighted in bank account. If a user is paying an account, and an invoice is short payed, the website will force them to enter a reason. This is then recorded in the debtor follow up notes in PRONTO If a debtor code is converted or merged in PRONTO, this will automatically replicate to the website 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 13 of 22
User Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Multiple user per account Customer administration Custom fields Change password Change password on first login Password rules User can change personal preferences Time Zone support Multiple customers per user IP restrictions Email address or login id Default cost centre Auditing of changes Roles Approval limits Delivery addresses Catalogues Cost Centres User Import Auto part registration Unlimited users can be set up for each PRONTO customer. Customers can be set up so that they can administer their own users. The web master can define what information (fields) are to be stored against a user. This can be different for each role. Users can change their own passwords. Users are forced to change password on first login. Comprehensive password rules including alpha, numeric, capitals and non repeats. User can change default landing page, no of blank order lines, multiple account selection mode, favourites sort, next purchase order prefix, next purchase order number. User can specify the time zone they reside in. Multiple customers can be set up against a single user. Users can be locked down to a nominated IP address ensuring security for sensitive data applications. User login can be an email address or simple login id. Dictionary tool allows for prompt to be easily changed. If login id is used, a notification email address is required. User can maintain their default cost centre. All changes to user records are fully audited and can easily be inquired on. User can be attached to multiple roles. When changing roles, the users customer code can also be automatically changed. Users can be assigned order limit, approval limit and requisition limit. Multiple delivery addresses can be stored against a user. Multiple custom catalogues can be defined against a user. Multiple cost centres can be defined against a user. Web master can import bulk users from CSV file. Users can register and record their details. Web master can then verify and activate. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 14 of 22
Alerts Functionality Articles Functionality CUSTOMER SELF SERVICE Complex alerts functionality that will alert users on login based on several criteria Complex article functionality 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 15 of 22
Security Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Password protected login Password rules 128 bit SSL available Session timeout IP detection IP lockdown User Session Log Selective SSL Password Storage All users must have a password to login. Password rules can be applied to users. Website can optionally be set up using a 128 bit SSL certificate Web master defined session time out Detect IP address of competitors and redirect to role so that cannot see your website. Lockdown users to only allow them to login from nominated IP address. Full log of every keystroke user performs. Allows for certain pages to be locked to SSL encryption. This enables non SSL pages to operate in fastest mode possible. All password are stored using hashing function (ie not text) 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 16 of 22
Approval Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Value based approvals Approval for non contract items Off Catalogue Approvals Approvers emailed Approvers can add products Approvers can delete / change products Orders repriced before approving Credit card details can be entered by user Fast Approval Reject sends email Approvers can pay by credit card Approvers can edit cost centres Auditing of approvals Multiple routing methods for approvals Requisition Limits Reassign Approvers Approval by Email Order approval limits can be set at a user level and be based on dollar value of order. Approvals can be triggered if non contract items detected on order. Approvals can be triggered in goods ordered outside custom catalogue. Approvers are emailed with details of the order and link to approve. Approvers can add products to order before approving. Approvers can deleted or change quantity of items on order before approving. Order is repriced on current pricing before submitting. Credit card details can be entered by originating user and will be stored on order so flows with approval. Displays Approve and Reject buttons for fast approval without viewing order lines. Email is sent to originator if order is rejected. Approvers can enter their credit card details. Approvers can amend cost centres when approving. Approval actions can be fully audited. Methods supported include: - Single person user selected - Multi-person user selected - Single person automatically selected - Multi-person automatically selected - Hierarchical with approval limits Limit on what a user can request. Allow approver to be reassigned Approvers can approve orders using mobile phone without having to login to website 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 17 of 22
Freight Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Display cheapest or all Nominate freight charge type Allow freight on both B2C and B2B orders Track and Trace Store pick up option Own courier option Quote for international freight Multiple Methods for freight charging Minimum and maximum order values Free freight above order minimum Carrier capabilities Product group exclusions Freight countries Default country Suburb lookup Freight by product type Show freight in cart Display the cheapest method or allow user to select method of shipping. Web master can define the charge type using on the PRONTO sales order line. Freight can be calculated on B2B and B2C orders. Links to carriers track and trace web sites. Allow for a store pick up option and map to PRONTO carrier code. Allow users to specify their own carrier details. Allows for international orders to be parked and quoted for freight after customer service checks rates. Sends email back to user will final freight amount and they can proceed to checkout if accepted. Multiple methods for calculating freight including: - Zone based with Min Charge + Charge per KG with volume to weight conversion factor - Order value ranges with Min Charge + Charge per KG with volume to weight conversion factor - Regional freight linked to customers zone with % of order or fixed dollar value Freight can be applied between nominated order values. Apply free freight if order is over minimum amount. Carriers capabilities can be defined with zones covered, max weights and max volumes. Nominated product groups can be excluded from freight calculations. Define what countries can be delivered to. Nominate default country to appear first in drop down list. Suburb lookup on checkout Allows for different freight rules for different product types. Handy for bulky items Dynamically calculate the freight in the cart 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 18 of 22
Free freight for products Customer method selection CUSTOMER SELF SERVICE Allows certain items to attract zero freight such as gift cards Allow customer to select User Pays for freight and nominate their own carrier Promotional Functions Note that functionality is generally controlled by global and role based flags meaning features can be turned on or off with ease for different audiences. Campaigns Slideshows Banner Ads Comprehensive Promotion Codes System Promotion Code Generation HTML Email templates Integration to EDM Campaigns can be set up and displayed on any static page. Campaigns define the products that will appear on the page. The price is defined in PRONTO. Full statistics kept on views and purchases from the campaign. Template based display of each product on the campaign. Slideshows of images with links to products or pages can be inserted as a widget anywhere on the site. Banner ads can be set up to automatically appear in different parts of the site depending on what products users are viewing. Promotion codes system allowing users to key in a promotion code they received on a brochure, email etc. The entry of the promotion code on the order can invoke several different options such as order discounts, free products, freight discount etc. Full statistics are kept on each promotion code and its success. Allows a widget to be created to auto generate promotion codes for an internal user to issue to customers. Emails send to customers for order confirmations are HTML templates allowing for advertising. Integration to Vision 6 and Mail Chimp email marketing tools 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 19 of 22
SEO (Search Engine Optimization) Functions Fully integrated to Google Analytics and Google Tag Manager Site map submit Page title tags Meta Keyword tags Site map priority Robots.txt Google webmaster verification file URL routing Auto generate URL routes Import URL routes Selective SSL Fully integrated with Google Analytics analysis software including integration of sales by product code and product category. Submit a site map to Google Webmaster to increase and control Google visibility. Sitemap dynamically generates all drill downs for categories and products. Define page titles for all custom pages Define meta keyword tags for all pages Define the priority of the site map entries Support for robots.txt standard Easy upload of Google webmaster verification files Support for URL routings Automatically generate URL routes from products and product categories Import URL routes entries from CSV file Allows for certain pages to be locked to SSL encryption. This enables non SSL pages to operate in fastest mode possible. 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 20 of 22
CMS (Content Management System) Functions Use of Layout Templates Support for Kendo UI Support for XSLT Fully customizable using web services Unlimited menus Menu options Static pages Assign menu to role Content Editor Token based templates Email Templates Resources Import HTML Assign templates Category and product templates Product Meta Data User defined dictionary Generic Import Tool A layout template controls the style of various web elements. For every page, a layout template and header template can be defined Support for the popular Kendo User Interface elements Support for XSLT (Extensible Stylesheet Language Transformations). Allows for conditional display of data. See example at http://www.w3schools.com/xsl/xsl_if.asp Dynamic webservices allow for most screens to be fully customizable using the CMS. Unlimited menu structures can be defined with up to 3 levels of menu Menu item definition options include user defined label, description, sequence, hover images, authentication, hidden, width, parameters, help page, auto category population for drop down, page description for site map, background images, tracking flag for Google Analytics, Meta tag description, page title, and site map priority. Unlimited static pages can be linked to menu structure. Menus can be assigned to roles. Fully featured content editor with preview options. All templates allow the use of tokens that will dynamically replace data on the page being displayed based on customer, user or product information. Email templates for order confirmations can be defined at role level Almost every element of website prompts can be defined using resource management allowing for localised terms to be used. Import HTML from other web editors. Templates can be assigned at role or global level. Each category or product can have a different template to define style of output on website. Maintain unlimited meta data fields on products. Display on any template. Change field prompts to any label required. Import data to any table using a CSV file 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 21 of 22
Other Functions Auctions Product Configurator Subscriptions Supplier Portal Laybys Flash Questionnaires Reports Host Header Redirects Store Locator Price Book Generator Integration to Visual Spare Parts Catalogue Fully featured online B2B and B2C auctions. Product configuration tool developed in Microsoft Silverlight allowing for condition options based on previous responses. Can create online preview of completed product using integration of multiple images. Fully featured subscriptions system allowing users to subscribe to products and then have issues on regular basis. Separate module allowing suppliers to upload prices and product information to portal. Data is then approved and integrated back to PRONTO. Support for laybys. Support for flash elements. Web master can define questionnaires to ask users questions. Often used for contact us, feedback and returns. Full online reports based system. Reports can be template based or CSV output. Allows for a host header record to be attached to a role. A role can have a design attached to it. This allows the one site to act as multiple sites seamlessly. Generate a Google Maps integrated store locator based on data from PRONTO Wizard based export of product data for customers Pucnhout integration to visual spare parts catalogue 30 Lisburn Street, East Brisbane, QLD 4169 P.O. Box 885, Coorparoo, QLD 4151 Page 22 of 22