The article outlines the steps to create a new Presentation in Sync B2B.
A Presentation is the page that reps/agents & customer buyers click on to see products available for sale. This can be grouped not 'collections' by creating different presentations or by having different sections in a single presentation.
Presentations can be linked to the Division landing page for easy click through.
You can have multiple active presentations per division at any one time.
Reps will see all presentations & products within the divisions they have permission to. Buyers will only see presentations & products in those presentations that they have specifically been given permission to (and public presentations)
FOLLOW STEPS BELOW:
1. Click on the Adin icon then Presentations
2. Click Add
3. Enter a name for the division
4. Select the division to link to this presentation
5. Specify if Active
6. Specify if presentation should be available to public (even available to buyers without that presentation permission)
7. Choose to show or hide Future mode for the presentation
- Choose to hide WIP rows from buyers and/or reps
- Select default Future SO type
8. Choose to show or hide immediate mode for the presentation
- Choose if Immediate mode shows all or not
- Select default Immediate SO type
9. Choose to show presentation header or not
10. Specify header height
11. Choose to show title or not
12. Specify Title font size
13. Click accept
14. Carry on to add any design elements & products
DETAIL SETTINGS:
| SETTING | NOTES |
| Active | Only 'Active' presentations are visible in the B2B Showroom. Flag a presentation as Inactive if you are still confirming details/ design so that it is not visible to Reps/Agents or buyers. You can have multiple 'Active' presentations per division at one time. |
| Public | Public presentations are visible to all buyers without needing specific permission to that presentation *Public Presentations can be easily identified in B2B admin by a blue world icon |
| Future Mode | Sets if 'Future mode' in the showroom is available for reps & buyers on the presentation. Future mode allows reps or buyers to see & order products with future stock availability - i.e. stock expected to arrive in future on PPO's or Shipments. |
| Hide WIP Unit Rows | Choose to hide specific future dates at which stock is expected to arrive. If WIP rows are hidden reps/buyers will only see the cumulative future units available but not individual expected due dates. |
| Future SO Type | Specifies the default SO type to apply to all Future orders for reps & buyers. Reps/buyers will be able to select an alternate SO type when creating their individual orders if required. Only Sales Order types configured for 'Web' will show on B2B. Should you require a change to SO type configuration contact Sync support. |
| Immediate Mode | Sets if 'Immediate mode' in the showroom is available for reps & buyers on the presentation. Immediate mode allows reps or buyers to only see & order products with stock on hand/ATS. |
| Immediate Shows All | Choose to show even products that have zero stock on hand/ATS. Reps & buyers will still be able to place orders for products without stock as long as Limit QTY is not set to true for that product. |
| Immediate SO Type | Specifies the default SO type to apply to all Immediate orders for reps & buyers. Reps/ buyers will be able to select an alternate SO type when creating their individual orders if required. Only Sales Order types configured for 'Web' will show on B2B. Should you require a change to SO type configuration contact Sync support. |
DESIGN SETTINGS:
| SETTING | NOTES |
| Show Presentation header | Choose to show the header for the presentation or to hide it. Unchecking this will result in all below settings disappearing. The presentation header will onyl accept an image file. |
| Header Height | Specify the height of the header section on the presentation. Adjust the height according to the image you have chosen & according to how you want it to display. |
| Show Title | Choose to show or hide the presentation title. The title will be Text of the 'name' given to your presentation. This will display in the bottom left corner of the header. Unchecking Title will result in the below setting from dissapearing. |
| Title Font Size | Specify the font size of the title text on the presentation. Adjust the size according to the header image you have chosen & according to how you want it to display. |
NB. For a quick tutorial watch below
