Page History

First，On Account page, "Targetted account" is ticked (manual action) to indicate that the customer can be onboarded.

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Second,click on « Business » tab to access the list of contacts. On "Related contacts", find the contact you want to check and click on « View relationship ». 

1/ To start user Onboarding it is mandatory to first  tick the box "Start Portal Onboarding"  
2/ and only 1 day later you can check that  "SAP confirguration exist"  is ticket (it is automatic if everything is correct in SAP) 
3/ If SAP configuration exist is ticked, we can tick the next checkbox "send Portal invitation" to user 

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Reports also exist to check this information. Please refer to « Onboarding Status Name of region" (ex. "Onboarding Status NAFTA").

Internet users can register by using the self registration form. When the form is filled in:

• An account and a contact page will be created into Salesforce, with someone automatically assigned as account owner. Example for China: Richard ZHANG (decided by the business but can change in the future).
• There is no case generated. The account owner automatically assigned is in charge of changing the ownership after checking it.
• The assignee (different for each region) receive a notification by email.

UAT link: https://uat-solvayspp.cs125.force.com/SpecialtyPolymersWebshop/ccrz__CCSiteRegister
Prod link: https://solvayspp.force.com/SpecialtyPolymersWebshop/ccrz__CCSiteRegister

Create a Jira and assign it to Leila Radjah.

Express shipment allows users to receive their products before the standard dates. The corresponding dates are visible because orange on the webshop. Express shipment is available for customers from Europe and Asia but not US. All customers can select it. If LT < 3 weeks, express shipment is not available. LT has to be > 4 weeks. Please note that this rule often changes so it has to be checked.  If express shipment has to be changed, it requires a technical intervention.

It is the one without market segment on Salesforce. We display the "Portal Minimum Order Quantity" (if it exists) + the "standard minimum quantity".

For China, currency is the one used on sales quotes. If there is no currency on sales quotes, then standard price is in USD, except if the customer has the currency field filled in on acccount (new field added end of October 2019).

If a user can't see a price, go on "Product" and check if "Webshop Hide Prices (Regions)" has values (contact PM). Or at the account level : "Hide Webshop Prices" is checked if we don't want to give visibility to other price than the global one (here managed by the Acount Manager).

This field is available for PM + Dries + Simona Suzanne Flora + admin (not admin lite) + Chang  

Contact Simona  Caravetta  who is in charge of data issues.

When "Order product" is filled in, it simulates an order with SAP information. It can happens that an error occurs such as no price displayed or SAP is down for example. On most cases, CSR didn't managed prices on SAP. Prices don't come from Salesforce but from SAP here. 

Documents have to be archivable to be visible on the webshop. CSR are in charge of performing this action on SAP. 

Go on product page. Cf. "Webshop visibility (regions)" field. It has to be updated by Product Manager.

Go on contact page and check "Webshop Profile" field. Value has to be "purchaser" if you want that she/he can order products. Technician can only ask for support.

We have the sync of all orders depends on customer business rank is A4, A5, A2 and AD in SAP customer master.