Getting Started

 

It is recommended that all franchises using the e-cat for end user on-line ordering create a starter account.  A starter account consists of pertinent information that each account shares.  Information like the email address where you would like all on-line orders to be sent, vendor image references and their placement in the e-cat.  The starter account will allow you to cut out some of the unnecessary work that would otherwise be repeated each time you set up an account from scratch.

 

Creating a new on-line account by using the copy account feature.

 

1. Log into Admin and go to the “Franchise Administration” page.
2. Select the “Starter” account form the list provided in the drop down box.  Then click the “Administrate Account” button
3. You are now on the “Account Administration” page.  In the option box please choose the “Edit Account Info” link.
4. Under the “Account Name” box rename the account to the correct name and then hit the “Update Profile” button.
5. Your new account is now set up with your basic information. (Please see the new account checklist below make sure you have all the information needed before you let your customer login.

 

 

Checklist

Use this checklist as a guide to making sure you have all the needed information filled in when creating a new account.

 

 

 

Edit Account info checklist

·   Make sure the email orders to address is correct.

 

Assign Product Lists

·        Choose which Databases you would like to use in your account if any and the correct pricing structure.

·        Choose which Product List you would like to use in your account

·   Make sure you have the product file in the order you desire.  Product lists      typically you will want loaded on top as the #1 value

 

 

 

Edit Interface checklist

·   Define a start page

·   Email the new accounts image to Vision Business Products to have them loaded

 

Edit Logins checklist

·   Create a login and password for the new account

·   Type in shipping and billing information the click the “Update” button.

 

 

Please contact us if you have any questions.

 

Vision Business Products

Voice - 407-857-1714

Fax – 407-855-7840

Email – mac@vbpnet.com