Getting Started: Basic Setup

To get the system to a functional state, ready for testing and evaluation, the setup will need to be configured to map existing workflow procedures and data will need to be added. While this can be done in any order and in a variety of manners, we suggest that you follow these initial steps to get your started:


Admin Users

We need to establish who within your company will be needing access to the system and what tasks they are going to perform.


You build your catalogue by selecting products from our data sets, while customising the layout and navigation.

Importing Contacts

People contact your company for many reasons. Load existing contacts into groups that will help you manage them better.

Loading Companies

The client company forms the foundation for Business CRM, with all related information being aggregated centrally within the system.

Client Users

Every person that engages or interacts with your company does so from their individual user account. The way they engage with your company and their requirements, determines the nature and setup of the account.

B2B Setup

Create groups with pricing structures and rules to manage company and user allocations.

User Setup

Create user accounts for the client representatives that require access to the Client Zone.

Client Zone

Dedicated portal to manage all the required engagements.

1. Administrative Users

A list of administrative users with an allocation of the tasks that they will be responsible for, as well as the permissions allowed within their roles will need to be drafted.

Roles and Capabilities

The system comes with a user role management system which defines what a specific user can and cannot do on your website. User roles define what actions each user at your site is allowed to perform. These actions are called capabilities.

A Role defines a set of tasks a user assigned the role is permitted to perform.

The importance of Roles

  • Security
    It is important to restrict the user’s access to only the information that they require to perform their tasks. Secondly, they can further be restricted by how they interact with that information (Read, Edit and/or Delete)
  • Workflow
    User roles form the basis of workflow management as desired outcomes can be broken down into tasks that are passed along to different users depending on their roles within the overall workflow framework.

2. Catalogue

Updated turnkey industry catalogues are provided with current dealer cost pricing.

Product Selection

  • The Product List can be filtered by category, Manufacturer, Supplier, or brand.
  • Products or any of their variants can be published and unpublished easily.
Category Management
Categories can be edited, renamed, and indexed according to specific requirements. Products can also be recategorised.

3. Importing Contacts

Company contacts can be categorised by their level of engagement with the company. Not all contacts are customers, and through the introduction of Contact Life Stages, the system creates a basic sales pipeline to progress any contact towards customer status.

Contact Life Stages

1. Subscriber

Someone who has just registered to your site or a CRM agent just created a fresh contact.

4. Loading Companies

Business to Business (Corporate Accounts)

A business-to-business client is typically a corporate client who has (or is looking for) an established relationship with your business and views you as a supplier to their business.

Client pricing is varied and influenced by various factors, such as purchasing volume and general client value, with specific price levels that are assigned to any individual client. Clients can also be grouped according to specific needs, locations, or client types.

In the case of B2B clients, the group allocation is to the company itself, with all users assigned to that company following the specific settings and configurations of the specific group.

5. Client Users

Users are defined by the specific relationship that they share with the company, as well as by their engagement requirements and support needs.

Retail Clients

If your store has been activated to receive retail orders from guests to your website, these users will automatically be allocated as a B2C client and the prices that they pay for goods will be the published shop retail prices.

The user creates his / her account as part of the checkout process. These details are retained by the user for subsequent purchases.

6. B2B Setup


The customer group controls things such as: which users see which prices, which items, and which content.

Dynamic Rules

Dynamic Rules offer the versatility to manage pricing and discounts for all groups and users.

  • Discount amount

  • Discount percentage

  • Free shipping

  • Set a price (fixed price)

  • Hide price (hidden price)

  • Minimum order quantity

  • Minimum order amount

  • Maximum order quantity

  • Maximum order amount

  • Tax exemption

  • Required multiple

  • Add fees

7. User Setup

People engage and interact with your company through their individual user accounts. Login credentials are generated for the user as part of the registration process.
Account Registration

  1. Username or Email Address can be used to login.

  2. If selected, the password will automatically be emailed to user.

  3. If the user is not notified, the password can reset at any stage thereafter.

4 Biographical information can be added.

5. The user needs to be allocted to a Customer Group before they are able to order from your company.

6. Company details are added to the user account.

7. The Billing & Shipping address can be managed from the user account.

8. Client Zone

Once registered, the user can access their Client Zone which offers all the required support resources and engagement interfaces.
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