Exports

In the “Exports” section, this is where you can create your own custom exports to either be downloaded as a file or sent to an FTP location of your choosing.

Creating a new Export

To create a new export from your store, navigate to Exports>Exports and press the create button

From this screen the first action is to select the type of export you wish to run – this is chosen from the “Type of Export” drop down menu.

Types of Exports

By selecting a type of export from the drop down menu the fields with in the export at the bottom of the page will change to match the relevant data sets available to that particular export.

Export Tool Sections

The other fields available in this section are:

Name – what you wish to call this specific export.

Enable export job URL – this will create a URL download link when the export is created. Following this URL is how you access your export download file. (this would not be necessary if you are sending your export directly to an FTP).

Run Option – This is how often you want the export to run. If the export is set to active it will run around 7am and 7pm daily and the new file will be available from these times in your list of exports.

The export can also be set to run once if the export is only needed as a one off.

FTP Settings

Exports can be set up to send the created export file directly to an FTP – the details of which would need to be populated above.

File Settings

In this section, you provide the filename and indicate the desired file type (CSV or XML). You also select the file and choose a delimiter from the available settings.

Other Export Fields

Depending on the type of export initially selected additional fields will be available to customise the export that is generated. For example by creating a product export for specific customers, suppliers or manufacturers can be included or excluded on an export and the fields available in the export will change depending on the data available.

Fields

Using the product export as an example you can see there are various options to customise the fields created by the export

For any type of export the basic rules will apply for these fields

Field – this will always be the data available from the store for this category of export

Sort order – this determines the column that the data will appear in – note, if no sort order is provided the store will not include this field in the generated export.

Min / max decimals – limits the number of decimal points on the export.

Header – this allows you to rename the “field” category to suit your own naming convention for example you may change “Manufacturer part number” to “MPN” on your export.

Max length – limits the number of characters allowed for that field.

Enclose in double quotes – this will wrap this data field in double quotes in the export.

The new section type provides administrators with the ability to define HTML content for display within the section. Additionally, it introduces dynamic HTML parameters, allowing elements such as the user's name and the salesperson's image to be seamlessly incorporated into the section.

Here's how to utilise this feature:

This section operates similarly to all other sections, enabling you to input your HTML directly into the section settings. Additionally, it offers a few extra functions to further enhance its features.

HTML Parameters

Example:

This guide will walk you through the steps to apply a discount on a product's general price in your platform. This discount will be visible in your store as an active offer. Please ensure that you have already set up a general price logic in the platform.

Step-by-Step Instructions:

1. Navigate to Pricing: Start by logging into your platform and navigating to the Pricing section.

2. Access Pricing Logic: Click on "Price Logic" and then click the "Create" button to begin creating a new discount.

3. Label Your Price Logic: Specify a label for your price logic. This label will help you identify this logic for later management or configuration.

4. Set From Date: Define the start date from which you want this discount to be applied.

5. Set To Date: Specify the end date for the discount.

6. Manufacturer (if applicable): If this discount applies to a specific manufacturer, select the manufacturer from the options provided.

7. Category and Subcategory: Choose the category and subcategory to which this discount should be applied.

8. Individual Product (if needed): Alternatively, you can select an individual product to apply this discount to.

9. Apply to Normal and/or Bid Items: Indicate whether this discount should be applied to normal items and/or bid items.

10. User Specificity: Decide if the discount is applicable to all users or to a specific customer or customer group.

11. Calculation Type: Select "Discount on general price" from the options available under "Calc Type."

12. Specify Discount: Enter the discount value you want to apply to each of the price levels available in your store.

13. Customer-Specific Discount (if chosen): If you selected “Customer connected” step 10, click "Save" to access options for connecting this discount to the desired customer or group.

14. Save and Close: Finally, click "Save & Close" to save the setup and close the editor.

Your discount on the general price is now set up and will be visible in your store according to the specified dates and criteria. Customers will be able to see the applied discount on eligible products.

The configuration illustrated above will be displayed in the following areas throughout the store:

Promotions:

Product page:

Product lists:

Setting up a user as an approver

Navigate to Customers & Users>Users>Customers tab

This is where you can check the “Approver” box to give a specific user approval rights against a specific customer.

This will give the user access to approvals via an additional menu selection on the store:

Selection the “Approvals” from the user menu will now allow the approver user access to a new screen where they can view any pending (awaiting) orders to be approver or rejected along with an order history of previous orders that have been processed (via this users approval ability).

Approval Chains / Spending Limits

An entire chain of approvers can be set up – where some users will have lower spending limits or even no spending ability (without approval).

By selecting a specific customer, navigate to the “user” tab and you will see that you are able to enter some additional details:

• A “break point” i.e. spend limit for a user

• Next approver – You have the option to designate a specific individual as the next approver once the current user's limit has been reached. In cases where no break point is established and no approver is designated, this user will not be subject to any approval requirements.

• Limit – this is the maximum order value an approver is able to process (bear in mind if all users have a limit cap – then any order above this value will not be able to approved by any user).

Users setting their own approval chains

A “User Administrator” can be set up for a specific customer.

This user will have enhanced administrative rights in terms of being able to create and remove users for their organisation.

They will also be able to administer break points and next approvers from the front of the shop using this “Users” UI.

A User Administrator is created in the same way as an approver.

By navigating to a customer or user and selecting the user tab, the “Customer Admin” option can be selected against the various users in an organisation.

This will grant the user access to the “Users” menu in the front of the shop:

A user can be both an approver and an admin or can be just one of the two roles.

Accessing the user menu will show the user admin all the users within the organisation, whether they are an approver or not and what their order approval break point is and who the next in the approval chain will be (if a named person) or the next user with a high enough break point to process the order.

By selecting a users name, an additional screen can be used to amend break points and set next approvers in a chain:

Additional information can also be administered for a particular user (including account information and email preferences).

Customer specific settings

Under customer settings, there are some additional selections that can be applied to a customer or group regarding how approvals are handled. (Customers and users>customers).

This facility allows the administrator to log in as a customer or a user. This offers you the facility to see what your customer or the user sees, with a few administrator additions.

The "log-in as customer" feature allows you to see what the customers/user sees, quote them on their agreed pricing and assist them with orders. The advantage of using this facility is that you have the power to override already agreed prices, quotes or assist the customer/user in general

To utilise this feature from the admin section you must be logged into admin and then click on “Log in as customer” or " Log in as user" now select the customer or user.

From the admin section, you click “go to shop” to move to the store. To return to the back office click “To Admin” from the administrator panel.

By viewing the shop as an administrator you can clearly see the product information that is otherwise hidden. You will see the cost price and check stock from your list of suppliers. You may also log-in as a customer with your administrator credentials. Click on “Log in as customer link”. Here you are shown the list of customers that are attached to your store, you can search for a specific customer using the search tools at the bottom of the page. Fill in the relevant field and click “filter” then select the customer by clicking on them from the list. You are now logged in as both administrator and customer. The prices now shown are those for the selected customer. Now you are able to do everything your customer can, including place orders and view products. This is useful if for example a customer calls and wants to place an order. You may easily do it on their behalf. In this role you can also see extended price information. This shows the purchase price, current Price level, margin and contribution margin ratio.

By clicking the "Logout" in the login box you will log out as a customer but you will still be logged in as an administrator and may log in as another customer that you want to work on.

Our Project Database (PDB) simplifies and streamlines support and development projects for both you and our team. You can effortlessly create cases, whether they involve support, error reporting, or customisation requests. Once created, the information is organized and scheduled within one of our sprints, and then assigned to a dedicated individual or team. We recognize the immense value of collaborating within a common and transparent system.

The PDB offers several advantages, including easy case tracking and complete traceability. It provides a clear record of who performed specific actions, when they did so, and allows you to assign tasks to the appropriate team members while keeping stakeholders informed. Furthermore, it grants all involved parties a comprehensive overview of ongoing projects, their current status, and estimated completion dates.

This is a manual for using our system project database (PDB) → Download the manual

Follow the simple steps for a smooth onboarding to our PDB

1. > Log-in < Once you have received your login information, visit project.netset.com and reset your password (which allows you to choose your own secure password).

2. > Navigate <In the left menu, you will find search boxes and the menu. To the right of the menu, you will see your project. If you click in there you will enter the project and can see all the tasks added to the project. It is also here that you add new tasks and see the status of these.

3. > Create or follow up a task < When you create a task, it will end up with the status “New”, and then Netset will reset the status depending on how the task will be handled. When a task is created you have the opportunity to click on a task and get a more detailed view of just that specific task. We would like to see that all communications are kept in the tight task, and this will ensure that everyone involved is updated with the correct information in the process.

4. > Communications < When communicating through the project database in the task it’s important to choose the right person to communicate with. In the field "Comments" where you write your comment. "Send e-mail to" is where you choose who you require answers from and then who should have mail/notification that there has been an update to the task.

5. > Follow - up < When a task has been handled by Netset and has, for example, Status Posted on Production, you have the opportunity to first and foremost test so that everything works according to your wishes and then go into the task it is about and changes the status to Approved on production when you feel satisfied if you have any comments or feedback please use the comment field and change the status that fits and follow the communications tips to the left.

6. > The status changes you make as a customer <

• From Time Estimated> Approved for Development

• From Ready for Test> Approved on Test

• From Operated / Handled> Approved by Customer

• Closed without action = The task closes without a specific reason.

• Internal customer = The task is paused and the ownership lies with the customer.

• Returning to Netset = For some reason, a task is not accepted and returns ownership of Netset.

How to create an import

To navigate to the imports section go to “Imports>Imports” and you will see the above screen

From here you can select the type of import you would like to create from the drop down menu.

This menu specifies all the import types that are available to your store.

By selecting an option, you will then be able to see a new screen with the various import options available for that selection.

Using the product import as an example below, you can see the options available:

Every import will have a “save import” option which lets you configure a recurring import via FTP. When the file is updated on the FTP, it will be scheduled for import in the shop.

Every import will also have a template that is specific to that type of import. This is the template you will need to populate to build your import file.

Clicking the template will take you to a zip file containing:

1. A text how to guide – with instructions on how to complete the template

2. An example template – with pre-populated dummy data

3. The template itself

Mandatory fields within the template are indicated by an asterisk and the text guide will advise how to correctly populate data required for a specific upload.

You now have the option to determine the type of file from the available drop down options (excel or text).

“Keep current” is specific to a product import and is explained in more detail on the downloaded guide. Selecting these options means that a new uploads will not overwrite any pre-existing data for those particular fields but will instead keep the current data (this works where in this example, the products already exist in the store and are not brand-new unknown products to the store).

Uploading your import

Once you have completed your import template, you can then attach it to the “file” section

Once the file is attached, press the “import” button and the file will then be scheduled to be imported.

Persistent imports

This tab will detail any imports that occur automatically into your store via an FTP collection (for example a product or Price level – once the file is updated on the FTP the store will collect the / updated data and a record of this will be logged under persistent imports).

Import logs

This will detail all imports and the types of imports that have been uploaded into the store via a template upload. This will also indicate the status of each import and whether it has been successfully completed.