diff --git a/docs/content_management/block_reference.md b/docs/content_management/block_reference.md index afc56f66..6aaa97ad 100644 --- a/docs/content_management/block_reference.md +++ b/docs/content_management/block_reference.md @@ -23,7 +23,6 @@ The following blocks are provided with a clean installation of [[= product_name |[Product collection](#product-collection-block)|Displays a list of specifically selected products.| |[Product embed](#product-embed)|Displays a specific product.| |[RSS](#rss-block)|Loads and displays news from RSS feeds (channels). | -|[Sales representative](#sales-representative)|Loads and displays company's sales representative.| |[SeenThis!](#seenthis-block)|Displays video with exceeded standard video restrictions of 3.5MB.| |[Targeting](#targeting-block)|Embeds an content item based on the [segment](content_organization/classify_content.md#segments) the user belongs to. | |[Text](#text-block)|Enables you to add to the page a Rich Text block. | @@ -211,16 +210,6 @@ On the **Properties** tab, set values in the following fields: - **Limit** — Set the number of news items to be displayed. - **Offset** — Set the limit of featured news items to be displayed. -### Sales representative - -Imports and showcases sales representatives for the company in the Customer Portal. -Gives users a way to connect with the team that handles their sales needs. -On the **Properties** tab, set values in the following fields: - -- **Name** – Enter a name for the page block. - -On the **Design** tab, in the **View** field, select the layout to be used to present the Sales representative's details view and submit your changes. - ### SeenThis! block Integration with [SeenThis!](https://seenthis.co/) service. SeenThis! block provides an adaptive streaming technology with no limitations as conventional streaming service. It allows to preserve the best video quality with minimum amount of data transfer. diff --git a/docs/customer_management/build_customer_portal.md b/docs/customer_management/build_customer_portal.md deleted file mode 100644 index b92ddf7e..00000000 --- a/docs/customer_management/build_customer_portal.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -description: Use Page Builder to create and edit a Customer Portal. ---- - -# Create and edit Customer Portal - -To create and edit a Customer Portal with Page Builder, you need to first set it up in configuration. -For detailed instructions on how to do it, go to [Create Customer Portal]([[= developer_doc =]]/customer_management/cp_page_builder/). - -The Customer Portal creation and edition are based on Page Builder and work on the same principles. -If you're unfamiliar with how Page Builder works, see [Create and edit Pages](create_edit_pages.md). - -## Create Customer Portal - -To create a new Customer Portal, go to **Content** and from the menu select **Content structure**. -There, navigate to the root folder for your Customer Portals. -If you don't have one, you can add it yourself. -Remember to specify its `location_id` in the configuration, you can find it under **Technical details**. -For more information, see [Configure Page Builder access to Customer Portal]([[= developer_doc =]]/customer_management/cp_page_builder/#configure-page-builder-access-to-customer-portal). - -Inside a root folder you can select **Create content** from the right-side toolbar. -On the list of content items, you can see two possibilities: **Customer Portal** and **Customer Portal Page**. - -![Create content tab](img/cp_portal_vs_page.png) - -The first one is a container for your Customer Portal pages (this is not a root folder), and the second one represents the actual page. -It's recommended to use Customer Portal containers to divide and store your portal pages. -If your project requires it, the Customer Portal containers can also be defined as root folders in the configuration. - -First, select **Customer Portal** and name it appropriately. -Next, navigate to the newly added container and create **Customer Portal Page**. - -![Customer Portal container](img/cp_folder_for_portals.png) - -In the **Page creation** box, you should see the Customer Portal layout where you can add dedicated Customer Portal block, Sales Representative, or choose from selection of blocks available to your [[= product_name =]] version. - -For a list of blocks available out of the box, see [Block reference](block_reference.md). - -![Page Builder view](img/cp_page_builder.png) - -If provided ready-to-use Page blocks aren't sufficient, you can [add your own blocks]([[= developer_doc =]]/content_management/pages/create_custom_page_block/). - -Before you publish or save the Customer Portal page, edit its title and description in the field view, you can find it in the top toolbar on the left side. - -If you're ready to publish the Customer Portal page, click **Publish** in the top right corner. -You can also save it as a draft, even if some required fields aren't filled in. -To do it, click **Save draft**. - -## Add multiple pages - -You can have multiple Customer Portal pages available in one Customer Portal by adding them under one Customer Portal container. -If company members have sufficient `content/read` policies and have the portal assigned to their customer group, they can see the changes in the left menu. - -![Multiple pages in one portal](img/cp_multiple_pages.png) - -You can manipulate the order of pages in a menu by assigning priority to them in the **Customer Portal** container under **View**->**Sub-items**. - -![Assigning page priority](img/cp_page_priority.png) - -## Grant permissions - -Company members need to have the following permissions to be able to see custom Customer Portals: - -- `user/login` to `custom_portal` SiteAccess -- `content/read` to selected Customer Portals - -![Customer Portal permissions](img/cp_permissions.png) - -If members of the company don't have sufficient permissions for any Customer Portal, they're transferred to the default Customer Portal view. - -!!! note - - Customer Portal is only available to users that are members of the company. - Even if a user has all sufficient permissions but is not a member of a company, they cannot see the Customer Portal. - -Customer Portal must also be assigned to the company's Customer Group. To learn more see, [assigning portals to Customer Groups]([[= developer_doc =]]/customer_management/cp_page_builder/#assign-portal-to-customer-group). diff --git a/docs/customer_management/company_self_registration.md b/docs/customer_management/company_self_registration.md deleted file mode 100644 index 77b517a0..00000000 --- a/docs/customer_management/company_self_registration.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -description: A prospective buyer can apply to create a company account on a seller's website. ---- - -# Company self-registration - -Self-registration allows your business customers to take charge and apply for a business account on your website by themselves. -The application is not approved automatically, it has to go through the approval process in the back office. -If it's accepted, the business partner receives an invitation link to the Customer Portal, where they can set up their team and manage their account. - -## Submitting application - -Potential business partners need to fill in an application form to apply for a company account under this link: -`/corporate/customer-portal/register` - -They need to provide their basic information, contact information and billing address to submit an application. - -![Company self-registration](img/cp_self_registration.png) - -## Application approval - -The application then goes through an approval process in the back office. -To see a list of pending applications, go to **Customers** -> **Applications**. -There you can edit them or check their current status. - -![List of applications](img/cp_applications_list.png) - -Each application can be either edited, approved, rejected, or put on hold. -Applications with status reject and on hold remain on the list for future reference. -Accepted ones move to **Customers** -> **Companies** section. - -![Application](img/cp_application.png) - -If you decide to approve a business partner's application, you need to specify its sales representative and a customer group. - -If you cannot see sales representatives, you need to go to **Admin** -> **Users** and add them under a **Sales rep** group before approval. -Follow the same procedure with a customer group, it can be set up in **Product catalog** -> **Customer Groups**. - -![Application approval](img/cp_approving_application.png) - -Finally, the invitation link is sent back to the applier to finish the registration process and give them access to the [Customer Portal](customer_portal.md). - -Application is moved to **Customers** -> **Companies** section and the company is created with "Active" status. -From there, you can manage the company and resend an invitation link if needed. -For more information on managing companies in the back office, see [Customer management documentation](manage_customers.md#manage-company). diff --git a/docs/customer_management/customer_management.md b/docs/customer_management/customer_management.md deleted file mode 100644 index 42738c4b..00000000 --- a/docs/customer_management/customer_management.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -description: Customer management allows you to manage and view accounts for customers and organizations in your system, as well as create customer portals and allows for company self-registration. ---- - -# Customer management - -Customer management allows you to manage and view accounts for customers and organizations in your system, as well as create customer portals and allow for company self-registration. - -[[= cards([ - "customer_management/customer_portal", - "customer_management/build_customer_portal", - "customer_management/manage_customers", - "customer_management/company_self_registration" -], columns=4) =]] diff --git a/docs/customer_management/customer_portal.md b/docs/customer_management/customer_portal.md deleted file mode 100644 index bb18181f..00000000 --- a/docs/customer_management/customer_portal.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -description: Customer Portal allows your clients to create and manage business account for their company. ---- - -# Customer Portal account - -If you represent a company that uses a business partner's [[= product_name =]] instance, Customer Portal allows you to create and manage your business account. -With this feature, you can edit your organization information, invite and view members and check your order history. - -![Customer Portal Dashboard](img/cp_dashboard_customer_portal.png) - -To access Customer Portal follow this link `/corporate/login` and log in to your business account. - -In the dashboard, you can find a sales representative of your company and a brief summary of your order history. -For a detailed list of your order history, go to **Pending Order** and **Past Orders** sections. - -## Manage members - -To view and manage members of your company, go to the **Members** section. -There you can: - -- change the status of each member, cannot be performed on logged-in users -- change their role -- edit their basic information - -![List of members](img/cp_members_portal.png) - -To invite new members to your organization, select **Invite members**. -Then, in a pop-up window, fill out email addresses one by one, or use drag and drop to upload a file with a list of emails. -Assign a role to each new member of your team from a drop-down list. -Click **Send** to send out invitation emails. - -![Invite members](img/cp_invite_members_portal.png) - -Invited users then receive an email message with a registration link. -With it, they can register and create their account in the Customer Portal. - -In the **Invitation** tab, you can find a list of all invitations, registration links and the option to re-send invitations, if needed. - -![List of invitations](img/cp_invitations_list_portal.png) - -## Address book - -If you want to add a new shipping address or change the default one, you can do it in the **Address Book** section. - -![Address book](img/cp_address_book_portal.png) diff --git 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a/docs/customer_management/img/cp_portal_vs_page.png and /dev/null differ diff --git a/docs/customer_management/img/cp_register_account_portal.png b/docs/customer_management/img/cp_register_account_portal.png deleted file mode 100644 index 700d616e..00000000 Binary files a/docs/customer_management/img/cp_register_account_portal.png and /dev/null differ diff --git a/docs/customer_management/img/cp_self_registration.png b/docs/customer_management/img/cp_self_registration.png deleted file mode 100644 index c48c811b..00000000 Binary files a/docs/customer_management/img/cp_self_registration.png and /dev/null differ diff --git a/docs/customer_management/manage_customers.md b/docs/customer_management/manage_customers.md deleted file mode 100644 index 75cce2c8..00000000 --- a/docs/customer_management/manage_customers.md +++ /dev/null @@ -1,83 +0,0 @@ ---- -description: You can manage and view customers and organizations' accounts in your system, including their web store activities such as orders. ---- - -# Customer management - -In the back office, you can manage members of your team, customers and organizations' accounts in your system, including their web store activities such as orders. - -## Create new company - -To create a new company, go to **Customers** -> **Companies** section. -There you can view a list of companies you have access to, you can also edit them or create a new one by selecting **Create** button in the top right corner. - -![Companies section](img/cp_companies_section_back_office.png) - -To create a new company, you need to provide: - -- name -- tax ID -- customer group -- sales representative -- billing address - -Optionally, you can add a website and other contact details. - -![Create a new company account](img/cp_create_company_back_office.png) - -## Manage company - -Companies can be managed from the back office in the **Customers** -> **Companies** section. -Each company has its own profile where you can find: - -- summary with basic information and order history -- company profile with billing information and contact person -- list of members and pending invitations -- address book with multiple shipping addresses - -![Company profile in the back office](img/cp_company_profile_back_office.png) - -From there, you can edit the company information, invite members, manage their roles, and edit their basic information. -You can also add members to a team from existing pool of users. -The Contact Person in the company has to be a member of that company. - -![Add Contact Person](img/cp_contact_person_back_office.png) - -### Admin Panel - -You can also manage companies from **Admin** in the left menu. -There, in the **Corporate** section, you can find a list of members, -billing addresses and technical details regarding the organization such as visibility, IDs, or relations. -You can manage companies information, activate, deactivate members, and change their personal information. -Logged-in users cannot be deactivated. - -![Corporate back office](img/cp_admin_company_view.png) - -In the **Roles** section, you can define policies for each user group, for example, a company buyer. -You can also set up policies for every user who has a business account by editing a **Corporate Access** role. - -!!! caution "Warning" - - Do not remove any policies from the **Corporate Access** role, the proper behaviour of business accounts depends on them. - -## Invite members - -To invite other members to the organization, -go to **Customers** -> **Companies** -> Select your company -> **Invitations**. - -![Invite members from the back office](img/cp_invitations_back_office.png) - -There, you can find a list of all invitations, copy their registration links and re-send the invitation emails. - -To invite new members to the company, select **Invite member**. - -![Invite members from the Customer Portal](img/cp_invite_members_portal.png) - -Then, in a pop-up window fill out email addresses one by one, or use drag and drop to upload a file with a list of emails. -You also have to assign a role to each new member from a drop-down list. -Click **Send** to send out invitations. - -Invited users receive an email message with a registration link. -With it, they can register and create their account in [the Customer Portal](customer_portal.md). - -![Register in Customer Portal](img/cp_register_account_portal.png) diff --git a/docs/getting_started/get_started.md b/docs/getting_started/get_started.md index 413777d7..3cffd865 100644 --- a/docs/getting_started/get_started.md +++ b/docs/getting_started/get_started.md @@ -14,7 +14,6 @@ It features a customizable user interface where you can work with the content, p - [content management](content_management.md) - [product management](product_catalog.md) -- [customer management](customer_management.md) !!! note "Installation" diff --git a/docs/index.md b/docs/index.md index adecc990..e3c6e473 100644 --- a/docs/index.md +++ b/docs/index.md @@ -217,26 +217,5 @@ - diff --git a/docs/persona_paths/explorer.md b/docs/persona_paths/explorer.md index b5bf9cdd..0380402b 100644 --- a/docs/persona_paths/explorer.md +++ b/docs/persona_paths/explorer.md @@ -17,6 +17,5 @@ Whether you're a new or seasoned user of [[= product_name =]], feel free to brow "search_engine_optimization/seo", "product_catalog/products", "persona_paths/manage_products", - "customer_management/customer_portal", "permission_management/permissions_and_users" ]) =]] diff --git a/docs/persona_paths/shop_manager.md b/docs/persona_paths/shop_manager.md index 4cb14387..5f9b3d9a 100644 --- a/docs/persona_paths/shop_manager.md +++ b/docs/persona_paths/shop_manager.md @@ -10,7 +10,6 @@ In [[= product_name =]], it means that you must focus on many things, including - Create and maintain product information (for example, descriptions, tech specifications, or media) - Maintain product prices - Maintaing product availability -- Manage customers ## What would you like to do today? @@ -18,6 +17,5 @@ In [[= product_name =]], it means that you must focus on many things, including "product_catalog/products", "persona_paths/manage_products", "product_catalog/manage_currencies", - "product_catalog/manage_prices", - "customer_management/manage_customers" + "product_catalog/manage_prices" ], style="path") =]] diff --git a/docs/product_catalog/manage_prices.md b/docs/product_catalog/manage_prices.md index 5b6f27c6..6ee5b4c4 100644 --- a/docs/product_catalog/manage_prices.md +++ b/docs/product_catalog/manage_prices.md @@ -5,7 +5,7 @@ description: Products can have a base price and custom prices defined per custom # Work with product prices [Products](products.md) and product [variants](work_with_product_variants.md) can have a base price and multiple custom prices. -Prices can differ depending on [customer group](../customer_management/manage_customers.md) and [currency](manage_currencies.md) and be applied according to the rules. +Prices can differ depending on customer group and [currency](manage_currencies.md) and be applied according to the rules. With these basic price management features, you set up product prices manually. diff --git a/mkdocs.yml b/mkdocs.yml index 60509b53..f18db62c 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -95,12 +95,6 @@ nav: - Qualifio integration: qualifio/qualifio.md - DAM: - Ibexa DAM: dam/ibexa_dam.md - - Customer management: - - Customer management: customer_management/customer_management.md - - Customer Portal: customer_management/customer_portal.md - - Create and edit Customer Portal: customer_management/build_customer_portal.md - - Manage customers: customer_management/manage_customers.md - - Company self-registration: customer_management/company_self_registration.md - Permissions and users: - Permission system: permission_management/permission_system.md - Work with permissions: permission_management/work_with_permissions.md diff --git a/plugins.yml b/plugins.yml index b80a8531..41b7d52f 100644 --- a/plugins.yml +++ b/plugins.yml @@ -31,9 +31,6 @@ plugins: 'shop_administration/manage_products.md': 'product_catalog/products.md' 'shop_administration/product_categories.md': 'product_catalog/work_with_product_categories.md' 'shop_administration/catalogs.md': 'product_catalog/work_with_catalogs.md' - 'shop_administration/cockpit.md': 'customer_management/customer_portal.md' - 'shop_administration/customer_portal.md': 'customer_management/customer_portal.md' - 'shop_administration/company_self_registration.md': 'customer_management/company_self_registration.md' 'search.md': 'search/search_for_content.md' 'personalization/enabling_personalization.md': 'recommendations/raptor_integration/raptor_recommendation_blocks.md' 'personalization/use_cases.md': 'recommendations/raptor_integration/raptor_recommendation_blocks.md' @@ -57,7 +54,6 @@ plugins: 'personalization/previewing_scenario.md': 'recommendations/raptor_integration/raptor_recommendation_blocks.md' 'personalization/integrating_results.md': 'recommendations/raptor_integration/raptor_recommendation_blocks.md' 'personalization/dashboard.md': 'recommendations/raptor_integration/raptor_recommendation_blocks.md' - 'shop_administration/manage_users.md': 'customer_management/manage_customers.md' 'shop_administration/shop_administration.md': 'persona_paths/shop_manager.md' 'shop_administration/manage_orders.md': 'persona_paths/shop_manager.md' 'shop_administration/manage_currencies_shipping.md': 'persona_paths/shop_manager.md'