Administrators
Master Administrators have control over who has access to the TAP, what they can do on it and what it looks like.
Create a TAP
Login as Master Administrator and goto Setup>Shopping Carts>New Trade Acceleration Portal.
Enter a name for the TAP and Save.
Configure your TAP before deployment and assign login credentials to TAP users.
Customer>Profile>Customer Portal>Enable Portal Shopping Cart
Copy a TAP
Login as Master Administrator
Setup > Shopping Carts > Open the TAP you want to copy > Action > Create Copy
Enter a name for the TAP and Save.
Embed/Share a TAP
Login as Master Administrator
Setup > Shopping Carts > Your TAP >Embed/Share
Use the embed in a web page code or link to deploy or share your TAP.
If you're stuck, tell your web designer you need help 'embedding an iFrame', or email support@salesorder.com.
Grant TAP Access
Customer
To enable access for a Customer to the TAP, you must set a username and password on the Customer Master profile.
Sales > Customers > Customer Name > Profile > Customer Portal > Enable Shopping Cart , and 'Enable Shopping Cart' (check boxes) >add credentials.
When you click Save the Customer the system will send an email to the main contact with the credentials embedded in this email template: Setup > Email Templates > Customer login details reminder
Sales Team
To enable access for an in-house Sales Team member to the TAP, you must set a username and password on the Worker's profile.
Create Worker > Set Worker Type to 'Employee'.
Worker > Login Details > Enable Login > Set Login ID and Password. > Set Role to 'Administrator'.
Sales Rep
To enable access for an independent Sales Rep to the TAP, you must set a username and password on the Worker's profile.
Create Worker > Set the Worker Type to 'Sales Rep'.
Worker > Login Details > Enable Login > Set Username and Password > Set Role to 'Portal Only'.
Configuration Options
Basic
View Basic Configuration options.
Workers
View Workers Configuration options.
Customers
View Customers Configuration options.
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