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Templates Tab

Use this tab to assign the templates used for form forms (pages) and reports for Webstore process. The Webstore module has standard templates, but you can create you own templates.

For detailed information about how to set up and use templates, download the Webstore 3 Installation Guide from the Greentree Load-n-Go DVD and refer to these topics:

Webstore Installation Guide > Setting up Greentree Desktop for Webstore > Setting up System Preferences> Template reloads.
Webstore Designers Guide > Template Reference

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Customer Account Details

Account Enquiry - account.ect

This template displays a list of the web customer's invoices, and a reference to any credit notes or receipts applied to an invoice.

Select the Account details viewing option on the Security tab to enable this template. It is not visible to anonymous users or customers.

Note: Use this template to view all outstanding invoices or all invoices in the current period.

Contact Details - address.ect

This template displays the contact details of the web customer.

Select the Contact details viewing option on the Security tab to enable this template. You can edit details using this template if the Allow editing of contact details option on the Security tab is selected. It is not visible to anonymous users/customers.

Delivery Address - details.ect

This template displays the delivery details of the web customer.

Select the Delivery details viewing option on the Security tab to enable this template. If the security option is selected, you can edit the delivery details using this template. It is not visible to anonymous users or customers.

Invoice Display - invoice.ect

This template displays invoice line detail when a specific invoice is selected to view using the Account Enquiry.

Credit List - cnotelist.ect

This template displays the list of credit notes applied to a selected invoice. You can drill down to each credit note.

This is not available to anonymous customers.

Credit Display - creditnote.ect

This template displays credit note line detail when a specific credit note is selected to view. This is not available to anonymous customers.

Receipt List - reclist.ect

This template displays the list of receipts applied to a selected invoice.

This is not available to anonymous customers

Sales Order Details

Shopping Cart - order.ect

This template displays the items that have been added to the shopping cart. The user can change quantities, remove items, and select a delivery type using this template. You can also use the Back option to go back and add more items to the cart.

Click the Checkout button to submit the order.

These options also apply to this template:

Allow transfer to a customer login option for anonymous users.
No of days to hold user with no action.

Check Out - checkout.ect/checkout_anon.ect

Use the file checkout.ect for users who are placing an order against a customer account. Use the file checkout_anon.ect for anonymous users or customers. Both display the finalised list of items added to the shopping cart, and the total order cost, including tax and delivery.

The user can enter delivery instructions and other information, plus an email address for order confirmation. You can select the delivery date from the dropdown list or from a calendar date control.

The only way to access the check out page is from the shopping cart. Credit card details must be entered before the order can be submitted if the checkout_anon.ect is in use.

Order Confirmation - confirm.ect

This field displays order confirmation or rejection/error message detail. It displays on the confirmation page following submission of the order.

Note: You can use the xmlconfirm.ect template for XML orders. This is found in the same Webstore template folder as the standard order confirmation template.

Order Tracking - tracking.ect

This template displays all orders of the web customer, based on the No. of days on the Security tab.

Select the Order tracking viewing option on the Security tab to enable this template. It is not visible to anonymous users or customers, but the user assigned to a cash sale account, specified as having Special viewing privileges on the Anonymous Orders tab on the Module Control form, can use it.

Order Display - sale.ect

This template displays order detail when an order is selected from the order tracking list. It is not visible to anonymous users or customers.

A copy of the sale_email.ect template is the template for sending emails to customers. These emails are sent if configured for both anonymous and customer account web users. This template is also used for sending notifications to the administrator. The subject heading of the email is obtained from the email subject text defined on the Options tab on the Webstore Module Control form.

Bulk Order Entry - textload.ect

This template enables users to add multiple items to the shopping cart, if they are already known to them.

Select the Bulk order entry viewing option on the Security tab to enable this template.

Sitemap - sitemap.ect

This template provides a sitemap, which is an overview of your Webstore site.

Inventory Search - search.ect

This template enables users to search for inventory items to add to their order. It uses the item's code or description and allows users to enter a keyword, part of a keyword, or two keywords within one item description. Search results display the details for each item found in the same format as the catalogue pages.

Kitset component - kitset.ect

This template is only required to enable standard inventory kitset function when entering sales orders. The template must be selected for each security group that requires this feature.

The template controls the application of kitset function within Webstore and as such is not a mandatory selection in the template selection form. If it is not selected, kitset function is not enabled in Webstore.

Catalogue page - category.ect

The catalogue page defaults as the first page when the user enters Webstore. It presents the user with pre-defined catalogues of your inventory items displayed as collapsible trees alongside the navigation bars. The user can drill down into other branches in any catalogue from any catalogue page.

If there are multiple pages, they can type into a text box the number of the page they want to jump to, or click the Next or Previous buttons to go to the next/previous items within a tree branch.