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Configure options for anonymous users

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Configure options for anonymous users

The final step in configuring customer access to your eCommerce site is to define what anonymous users see. An anonymous user is any one who is visiting your site, but has not yet logged in. You can either hide all pricing for anonymous users or you can configure a default pricing for them. Both of these procedures are described below.

  1. In Inform, go to File > Company > Inform eCommerce.
  2. Click Edit.

  3. On the navigation bar, click Options.
  4. On the Pricing panel, select the Hide Pricing Before Login check box.
  5. Click Save.

    Inform ERP removes default pricing from the eCommerce site. Users can browse products but will not see pricing until they log in.

  1. Create a Default Customer Category in Inform
    1. In Inform, go to File > Customer > Category.
    2. Click New.

    3. In the Customer Category field, type a category name such as WEB, and then press the Tab key.
    4. In the Description box, type a category such as WEB PRICING.
    5. Click OK.
  2. Set Default Pricing for the Category
    1. Go to Sales > Pricing > Price Matrix.
    2. In the Customer Category box, select WEB, and the press the Tab key.
    3. Click Search.

    4. You can set different default price formulas for each Product Line or Price Group, or scroll down to the bottom to set a default for the entire category. To set a formula, double-click on the option listed in the window.

    5. Enter a price formula in the blank row. You can choose either Price or Cost as the basis for the formula). The example above dictates that all products display the L1 price (list price) with the formula "L1 + 0%".
    6. Click Save. The formula is effective immediately, unless you specify a different Effective Date, it will display in green in the Price Matrix window. Enter additional formulas as necessary.
  3. Set the New Category as the Default
    1. Select File > Company > Inform eCommerce.
    2. Make sure Main is selected on the navigation bar.
    3. Click Edit.

    4. In the Customer Category box, select the customer category you created above (for example WEB), and then press the Tab key.
    5. Click Save.

      Customers who browse your site without logging in will see pricing for the default customer category entered above.

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