07.1. Setup

To benefit from the WebStore functionality it is necessary to activate the SocrateCloud WebStore component at tenant level. For more details contact the BIT Software sales department.

Installing / Configuring the WebStore component: 1. Glassfish configuration for WebStore to SocrateCloud API connection:

1.1 Open Glassfish Admin and go to Configuration -> server-config -> JVM Settings -> tab JVM Options. Add a new parameter ("Add JVM Option") with Value: -Dscloud.api.server=<url-server>/webapi/rest (e.g. https://dev.socratecloud.eu/webapi/rest)

1.2 Restart the Glassfish server 2. Install the application

2.1 Check my.socratecloud.eu, My Assets (Start Page) for the component availability.

2.2 Download "Aplicatia WebStore (<versiune>)" or "Aplicatia WebStore (NightlyBuild)". The file name will be webstore.ear or , respectively webstore_nb.ear. Some browsers (e.g. Chrome) will change the file extension to ".bin". If this is the case, change the file extension to ".ear".

2.3 Database migration using the "MigrationWizard SocrateOpen" or respectively "MigrationWizard SocrateOpen - NIGHTLY BUILD" utilities;

2.4 Deploy on the glassfish server for the file downloaded at 2.2

Observation: If the NightlyBuild version is used all SocrateOpen module must be updated

-download from the and unpack from the SocrateCloud WebStore the SocrateCloud - Nightly Build kit; -download any additional components available (for NightlyBuild) and copy them to <SocrateCloud>/components -start RUN_Setup.{bat|sh} (.bat sau .sh depending on the the operating system - Windows or Linux) -deploy the new packages from the <SocrateCloud>/dist folder

To enable the WebStore you need the following:

• a record in the Web Store window - at Tenant and Organization level;

• a Role through which customers are allowed to access the system - the role must have Use BP Restrictions checked;

• Product settings - in order to be displayed on the WebStore (Self Service checkbox, Price).

Web Store window

After activating the SocrateCloud WebStore component you will be able to access the Web Store window, via System Admin -> WebStore. Using this window you can activate and customize the WebStore:

Organization - represents the organization where all transactions resulting from WebStore operations are registered to - must be a transactional organization;

Denumirea - here you can enter a name for the record;

Activ - to be selected after the all the settings have been made, to activate the WebStore. You can keep more than one configuration, only one being active at a time;

URL - not available for this version. In the future the beneficiary may use his own domain for the webstore;

Web Context - indicates the sub-domain used to define the WebStore adress: <<beneficiary>>.socratecloud.eu - where "beneficiary" represents the purchased domain name.

Theme - indicates the theme used to customize the website design. For v14.12 there is only one default theme, with more themes to be available in future updates;

Color Code - hex code used for colors - this is used to define the base color used in the WebStore theme;

Background - jpg file - background image used on the WebStore main page;

Logo - jpg file - image used as a Logo, located in the upper left corner of the WebStore;

Video MOV, OGG sau MP4 - video files - used as a dynamic background, replacing the background image;

IsProductWitoutPicture - if checked the product catalogue will not display any pictures, resulting in a more concentrated display. This is useful if the catalogue contains a large number of products.

If the Theme, Color Code, Background, Logo, Video fields are not completed default values will be used to display the WebStore

Attached files' size cannot be higher than the value entered in the Max Upload File Size (MB) field in the Tenant window.

Restricted Role - enter the role used to access the Web Store;

Representative - Default representative for orders generated by the Web Store. This will be selected automatically for orders entered by customers for which a representative has not been defined;

Warehouse - indicates the warehouse used for shipments resulting from orders generated by the Web Store;

Price List - default price list. Is used only for customers for which no price list has been defined;

Payment Term - default payment term. is used for customers for which no payment term has been defined.

Order Type - select a order type for orders generate by the Web Store. We recommend that you defined separate documents for the workflow resulting from WebStore orders.

The other fields are not available in the current version.

We recommend that you run Reset cache client+server from the Tools menu after saving the record.

Role

In the Role window you define the role through which you define access rights to the WebStore for a user (assigned to a customer):

• Check the Use BP restriction checkbox to indicate that this role is used to access the WebStore;

• Clear the Access all Org checkbox to limit customer access to specific organizations selected in the Org Access tab;

  • Check the Secure Info Product checkbox to prevent this role from seeing acquisition prices in the Price History area of the Product Info window;

• Check the Access full API checkbox;

• Preference Level și Customization level - select User.

Use User Assignment tab to assign this role to a user.

Details about the Role window in 3.1 Roluri.

Products

In the Product window you can define products that will be available on the WebStore.

• Select the Featured in Web Store checkbox to display the product in the initial view or if no search criteria is entered;

• Select the Self Service checkbox to be able to to generate orders for this product through the Webstore;

• To be displayed on the WebStore, a product must have a price in the pricelist selected in the Web Store window. This price will be used only for customers who do not have a price defined for this product in their price list. Details in Prices.

• A product may also have a picture on the WebStore. For this, the product record in SocrateCloud must contain a picture as an attachment named PICTURE.PNG. Pictures can also be managed through the WebStore.

To make the product stock available on the WebStore, it's corresponding warehouse locator must have the Self Service checkbox selected. Details in Warehouse and Locators.

User Queue

The User Queue tab from the Web Store window contains records used to define a new Web Store users and their corresponding SocrateCloud records (business partner, location).

The information in this tab is entered through the Web Store in the Register New Account Page:

The Contact section contain information used to define the SocrateCloud user used to access the WebStore: Name, Email, Password.

The Business Partner section contains information used to define the business partner associated with the user, used for Web Store transactions.

The Location section contains information used to define a location for the business partner.

Status section:

Activation Code - a system generated code assigned to this record;

Processed - is checked automatically after running the Create Web Store User process;

Send Confirmation Email

The process will send a link containing the activation code to the email address entered for the new user. By accessing the confirmation link using a web browser, the Create Web Store User process will be automatically run for the User Queue record with the respective activation code.

Confirmation Email

Web Store registration confirmation

Web Store registration confirmation

Dear User,

Thank you for registering to Web Store!

Please click the link below to complete the registration:

<<confirmation link>>

Create Web Store User

The process will use the information from the User Queue tab to define in SocrateCloud a business partner and the associated contact / user and location. Additional necessary information used to by the process will be from the records marked as Default (e.g. the business partner group used for will be the one with the Default checkbox selected).

The user/contact crated will have the Web Store role assigned (role through which you define access rights to the Web Store for a user). The process will also send an email to the user confirming Web Store access.