Step 1: Preparing Product / Service entity in CRM
Create new CRM Entity or use an existing entity that represents the products or services to be listed on CRM portal. We link the following attributes of the entity, when displaying the list on portal:
Name- product name or product number. The Name is used as link to another web page that provides more information and details regarding the product and related products. The page is a Form of the entity.
Description – short description of the listed product.
Price – price per unit
Product image URL – each product can have different image. Users can configure these three images: product image, an image of basket, and the image for the delete function. The last 2 images are one image for all products.
Portal Form and Portal View – It’s highly recommended to create a separate portal form from other in-house CRM forms, to present relevant data to portal users. The form includes extra information regarding the product / service provided, and can include sub-grids from related entities to the product entity. An example for sub-grids are list of supporting documents, brochures, and images, or related / complementary products to the item displayed on portal.
Portal view filters which products / services to be listed, such as all active records or records that belong to a specified group.
Step 2: Configuration Wizard
Once the CRM entity configuration is completed, entering details to the Wizard is a simple selection that links between the fields, form, and view to the corresponding fields form and view in the configurator. For ease of testing the solution we provide temporary images stored on Dropbox. We recommend these URLs will be replaced with permanent and personalised locations.
To clear cache and reload new data log on to portal as Portal Administrator using this URL:
Upon completion of online purchase the following records are updated in CRM:
Basket & Basket items – the items selected to be purchased
Payment – if Credit Card Payment Gateway is installed, the confirmation reference / details, received from the credit card provider, are stored in this record.
Step 3: Credit Card Payment Gateway
The Wizard is free to use solution. The solution also includes Credit Card Payment Gateway sold at per portal at one off payment at very competitive price. Credit Card Payment Gateway can be added or removed using Configuration Wizard.
The solution is using the below settings in Sandbox mode:
API Login ID: 7W7sGz2L
Transaction Key: 2W4t8r3a22qU2wPC
And can be tested with these sandbox accepted credit card numbers
370000000000002 American Express