epicorcommerceconnect_featuresummary_103

Epicor Commerce ConnectFeature Summary1.0.3

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

1.0.3

Revision: November 26, 2014 9:22 a.m.

Total pages: 27

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Contents

Epicor Commerce Connect Feature Summary.......................................................................6Version 1.0.3 Feature Highlights......................................................................................................................6

Consumer Connect / Customer Connect...................................................................................................6

Quotes Reference Prefix Configuration Setting...................................................................................7

General and System..................................................................................................................................7

Magento 1.9.0 Integration and Certification......................................................................................7

Version 1.0.2 Feature Highlights......................................................................................................................7

Consumer Connect / Customer Connect...................................................................................................7

Ability to Hide Prices..........................................................................................................................7

Auto Hide Empty Catalog Nodes.......................................................................................................8

Create Shopping Basket/Cart Based on Imported CSV File..................................................................8

Customer Address Creation / Editing.................................................................................................8

Disable Order Comment Block Cart Display........................................................................................8

Exclude Products from Product Catalog Display and Reorder..............................................................8

Mapping Credit Card Types for Use in GOR Messages.......................................................................8

New Payment Gateway Method (Prophet 21 and Eclipse Only)..........................................................9

Optional Telephone Number Entry When Creating Customer Address Details....................................9

Suppress Quote Email Messages........................................................................................................9

Tracking Links Display for Customer Orders.......................................................................................9

Customer Connect Only...........................................................................................................................9

Customer Connect Invoice Detail Quantity Display.............................................................................9

ECC Quotation Support (Prophet 21).................................................................................................9

Email Address Maintenance in My Account > Address Book..............................................................9

Enhanced GQR (General Quote Request) Messaging..........................................................................9

ERP Account Wide Quote Support...................................................................................................10

Payment on Dispatch (Epicor ERP 10)...............................................................................................10

Product Reordering..........................................................................................................................10

General and System................................................................................................................................10

Prophet 21 ERP Data Interface Support in ECC.................................................................................10

BSV and GOR Log Message Clearing...............................................................................................10

CNC Message Processing Enhancements (Prophet 21 Only).............................................................10

Epicor Payment Method Force Billing Address..................................................................................11

Epicor Skin Modifications.................................................................................................................11

Epicor Theme Stock Level Display.....................................................................................................11

Extended Search Capabilities...........................................................................................................11

FAQ Footer Links Support................................................................................................................11

Import/Export FlexiTheme Layouts....................................................................................................11

Login Landing Page Options............................................................................................................11

Messaging Reports Option...............................................................................................................12

Multiple Product Category Support..................................................................................................12

No Default ERP Message Frequency.................................................................................................12

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ContentsEpicor Commerce Connect Feature Summary

Online Content Availability..............................................................................................................12

Quick Start Licensing Status Display.................................................................................................12

Send State Name or Abbreviation in Messaging...............................................................................12

Synchronization Enhancements.......................................................................................................12

Version 1.0.1 Feature Highlights....................................................................................................................13

Consumer Connect / Customer Connect.................................................................................................13

Email Addresses in Address Blocks...................................................................................................13

Component Product Links in Product Layout Page...........................................................................13

Navigation Bar Home Link...............................................................................................................13

No Default ERP Code Association for Customers..............................................................................13

oldskus Product Attribute Code.......................................................................................................13

Quotation Email Configuration........................................................................................................14

Quick Order Pad - Unit of Measure Display......................................................................................14

Customer Connect Only.........................................................................................................................14

Create New Customer Message - Default Template Code (Prophet 21 Only)....................................14

Customer Connect CSV and XML File Export...................................................................................15

Product Categories Visibility and Status............................................................................................15

Supplier Connect (Epicor ERP Only).........................................................................................................15

Supplier Connect Login Restrictions.................................................................................................15


Comms Settings Import/Export........................................................................................................16

Enhanced Synchronization Request Messaging (Prophet 21 Only)....................................................16

GOR (Generate Order) Message Enhancements...............................................................................16

SOU (Sales Order Update) Message Processing.................................................................................17

System and Error Log Viewing Options............................................................................................17

1.0.x Cumulative List......................................................................................................................................17

Consumer Connect / Customer Connect.................................................................................................17

Ability to Hide Prices........................................................................................................................17

Component Product Links in Product Layout Page...........................................................................18

Auto Hide Empty Catalog Nodes.....................................................................................................18

Create Shopping Basket/Cart Based on Imported CSV File................................................................18

Customer Address Creation / Editing...............................................................................................18

Disable Order Comment Block Cart Display......................................................................................18

Quotes Reference Prefix Configuration Setting.................................................................................18

Email Addresses in Address Blocks...................................................................................................18

Exclude Products from Product Catalog Display and Reorder............................................................18

Mapping Credit Card Types for Use in GOR Messages.....................................................................19

Navigation Bar Home Link...............................................................................................................19

New Payment Gateway Method (Prophet 21 and Eclipse Only)........................................................19

No Default ERP Code Association for Customers..............................................................................19

oldskus Product Attribute Code.......................................................................................................19

Optional Telephone Number Entry When Creating Customer Address Details..................................19

Quotation Email Configuration........................................................................................................19

Quick Order Pad - Unit of Measure Display......................................................................................20

Suppress Quote Email Messages......................................................................................................20

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Epicor Commerce Connect Feature SummaryContents

Tracking Links Display for Customer Orders.....................................................................................20

Consumer Connect / Customer Connect.........................................................................................20

Customer Connect Only.........................................................................................................................20

Create New Customer Message - Default Template Code (Prophet 21 Only)....................................20

Customer Connect CSV and XML File Export...................................................................................21

Customer Connect Invoice Detail Quantity Display...........................................................................21

ECC Quotation Support (Prophet 21)...............................................................................................21

Email Address Maintenance in My Account > Address Book............................................................21

Enhanced GQR (General Quote Request) Messaging........................................................................21

ERP Account Wide Quote Support...................................................................................................21

Payment on Dispatch (Epicor ERP 10)...............................................................................................21

Product Categories Visibility and Status............................................................................................22

Product Reordering..........................................................................................................................22

Supplier Connect (Epicor ERP Only).........................................................................................................22

Supplier Connect Login Restrictions.................................................................................................22


BSV and GOR Log Message Clearing...............................................................................................23

CNC Message Processing Enhancements (Prophet 21 Only).............................................................23

Comms Settings Import/Export........................................................................................................23

Enhanced Synchronization Request Messaging (Prophet 21 Only)....................................................23

Epicor Payment Method Force Billing Address..................................................................................24

Epicor Skin Modifications.................................................................................................................24

Epicor Theme Stock Level Display.....................................................................................................24

Extended Search Capabilities...........................................................................................................24

FAQ Footer Links Support................................................................................................................24

GOR (Generate Order) Message Enhancements...............................................................................24

Import/Export FlexiTheme Layouts....................................................................................................25

Login Landing Page Options............................................................................................................25

Magento 1.9.0 Integration and Certification....................................................................................25

Messaging Reports Option...............................................................................................................25

Multiple Product Category Support..................................................................................................25

No Default ERP Message Frequency.................................................................................................25

Online Content Availability..............................................................................................................25

Quick Start Licensing Status Display.................................................................................................25

Prophet 21 ERP Data Interface Support in ECC.................................................................................25

Send State Name or Abbreviation in Messaging...............................................................................25

SOU (Sales Order Update) Message Processing.................................................................................26

Synchronization Enhancements.......................................................................................................26

System and Error Log Viewing Options............................................................................................26

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ContentsEpicor Commerce Connect Feature Summary

Epicor Commerce Connect Feature Summary

Epicor Commerce Connect (ECC) streamlines, optimizes and maximizes your business' potential. Epicor CommerceConnect enables you increase your Web presence and help drive new businessboth from your existing customersand from new, untapped business opportunities and sales channels. Epicor Commerce Connect harnesses thepower of XML, electronic message transfer and processing environments to deliver reliability combined with easeof use.

With Epicor Commerce Connect, you can manage customers, merchandise, inventory, order historybasicallythe entire order life cycle. ECC is a cross-brand solution that can be configured with such ERP systems as Epicor10, Eclipse, Prophet 21, xVP, and Tropos. Together with one of these ERP solutions, Epicor Commerce Connectenables you to effectively manage the entire customer experience. You no longer need to have two separatesystems to accept wholesale and consumer orders.

Product information tiered pricing, customers and inventory levels can be displayed directly from your productionERP database. Orders can be submitted and processed immediately allowing the customer to use their terms orcredit card for purchase. Epicor Commerce Connect also provides deep integration with your order fulfillmentprocess and makes it available to your customers online. At the time of requesting a quote or placing an order,customers will be able to select the available shipping methods and determine their freight cost. Once the ordersare placed, online tracking allows them to see when their product was shipped and lets them track the shipmentthrough the carrier.

Note Unless specifically noted in a topic, all features and functions listed in this document apply to all ERPflavors currently supported in the latest version of ECC.

Version 1.0.3 Feature Highlights

The following topics describe the Epicor Commerce Connect functionality released in version 1.0.3. It is orientedtowards anyone who wants a general understanding of the enhancements to Epicor Commerce Connect.

Consumer Connect / Customer Connect

This section covers new features found in Epicor Commerce Connect Customer that apply to both ConsumerConnect and to Customer Connect.

Consumer Connect is a B2C portal that connects to a single ERP account and provides anonymous or registerconsumers (visitors) with the ability to: Tag, review and order products.

Track and review progress of orders and re-print ECC style invoices.

Use various payment options, such as payment with order, or payment on dispatch.

Customer Connect is a B2B portal that provides your customers with the ability to view their transactions onyour ERP system; these include orders, invoices, shipments and payments. It provides ERP update capabilities forcompany contacts, delivery and billing addresses

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Epicor Commerce Connect Feature SummaryEpicor Commerce Connect Feature Summary

Quotes Reference Prefix Configuration Setting

A new Quotes Reference Prefix configuration setting has been added to the General section in the Epicor >Quotes page in the ECC Admin Panel. You can use it to specify the prefix (if any) that should be added to anECC quote number that is sent to the ERP host in a GQR (General Quote Request) message.

General and System

The following topics describe general and system level enhancements that apply to Customer Connect, ConsumerConnect and Supplier Connect.

Magento 1.9.0 Integration and Certification

Epicor Commerce Connect 1.0.3 has been integrated with, and certified to be fully operational with MagentoRelease 1.9.0.


The following topics describe the Epicor Commerce Connect functionality released in version 1.0.2. It is orientedtowards anyone who wants a general understanding of the enhancements to Epicor Commerce Connect.







Ability to Hide Prices

ECC can be configured to hide prices from guest shoppers. Typically, you would use this capability on a B2B2Csite, enabling the catalog to be shown without revealing prices.

The Disable Functionality for the different types of customer field is located in the System > Configuration> Customer Configuration page in the Admin Panel.

Select Yes to hide prices from specific customers. Disabled for Guest Customers (Not logged in) andDisabled for Guest Customers (Logged in) fields display; these allow you to disable price display and/orcheckout for guest shoppers and/or registered shoppers.

Select No to display prices to all types of customers.

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Auto Hide Empty Catalog Nodes

When you upload catalog nodes from ERP to ECC, ECC now automatically hides empty catalog nodes. Thiseliminates the need for a site user from having to manually disable them within ECC.

To do this, you select the new Auto-hide Categories with no products configuration setting, located onthe System > Configuration > Catalog > Category Top Navigation page in the Admin Panel.

Create Shopping Basket/Cart Based on Imported CSV File

You can now create a shopping basket/cart, based on the contents of an imported CSV (Comma Separate Values)spreadsheet file. You can enable this functionality by selecting the new Add to Basket Via CSV check box,located on the System > Configuration > Checkout page in the Admin Panel.

Customer Address Creation / Editing

The ability to create/edit addresses can now be set by customer, as well as globally.

Disable Order Comment Block Cart Display

Using the new Allow Comment on Checkout check box, located on the System > Configuration > Checkout> Checkout Options page in the Admin Panel, you can disable display of the order comment block on theshopping at the final review stage.

Exclude Products from Product Catalog Display and Reorder

Using the new Reorder field, located on the System > Configuration > Sales page in the Admin Panel, youcan define a list of products that should be excluded from the product catalog, and that must be ignored whenreordering in Customer Connect. This prevents errors when the items like carriage and discount lines are on aCustomer Connect order.

To do this in the Reorder field, enter each SKU being excluded; each SKU must followed by a comma (for example,SKU1,SKU2,SKU3).

Mapping Credit Card Types for Use in GOR Messages

Using the Epicor > Mapping > Card Types page, located in the Admin Panel, you can map the credit card typethat is sent in GOR (Generate Order Request) messages to ERP. ECC displays a number of default values; based

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on the codes that are used by most credit card payment types, these can be changed or additional mappingscan be added.

New Payment Gateway Method (Prophet 21 and Eclipse Only)

A new payment gateway has been introduced, allowing credit card payments to be made using Elements PaymentServices

.

Optional Telephone Number Entry When Creating Customer Address Details

In the System > Configuration > Customer Configuration > Name and Address Options page, you cannow specify that entry of a telephone number is optional when creating address details for a customer.

Suppress Quote Email Messages

By selecting the GQR, Submit To Customer check box in the Epicor > Messaging > Request Messages pagein the Admin Panel. ECC also sends this value to the associated GQR (General Quote Request) message.

Tracking Links Display for Customer Orders

ECC now creates and displays links to shipment tracking sites (for example, DHL, FedEx, UPS) for customer orders,provided the ERP sends the necessary shipment tracking details via Sales Order Update (SOU) messages to ECC.

Customer Connect Only

This section covers new features found in Epicor Commerce Connect Customer that only apply to CustomerConnect.

Customer Connect Invoice Detail Quantity Display

The Invoice Detail page in Customer Connect now displays the ordered, shipped and to follow quantities fora given customer invoice.

ECC Quotation Support (Prophet 21)

Quotes that have been created via use of an ECC shopping basket can now be sent to Prophet 21, and managedfrom either Prophet 21 or within ECC. Any changes you make to these quotes are reflected in both ECC and inProphet 21.

Email Address Maintenance in My Account > Address Book

The My Address Book > Address Book functionality has been enhanced to allow for creation or update ofemail addresses associated with each address.

Enhanced GQR (General Quote Request) Messaging

GQR (General Quote Request) messaging has been enhanced, by addition of the following features:

Quotes are now multi-site friendly and can be maintained account-wide.

A new Quotes Enabled configuration setting, located in the System > Configuration > Quotes > Generalpage in the Admin Panel, can be used to disable the quote system in a given ECC site.

New configuration settings, located in the System > Configuration > Quotes > Notes page in the AdminPanel, can be used to disable single or multi-line quote and line notes.

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ERP Account Wide Quote Support

A new Allow customers create ERP Account wide quotes check box has been added to the System >Configuration > Quotes > General page in the Admin Panel.

Using this check box, you can designate that a quote that has been created by one customer associated with anERP account (a B2B customer) can be viewed, updated and accepted by any other customer that is associatedwith the same ERP account

Payment on Dispatch (Epicor ERP 10)

Payment on dispatch using an ECC payment method is now supported in Epicor ERP 10. Previously, payment ondispatch was only available using the ESDM payment gateway. Now, any tokenized payment gateway can beused to process dispatch payments.

Epicor ERP 10 communicates to ECC the order status and value of the goods (and freight) being shipped via astandard Sales Order Update (SOU) message. ECC then processes the credit card. If the card is debited successfully,Epicor ERP E10 processes the goods through to dispatch. If the card fails, Epicor ERP 10 holds the goods fromdispatch.

Product Reordering

A new Reorderable check box has been added for support of products uploaded from ERP to ECC. When setto No (cleared), the product is not added to a shopping cart when a customer clicks the Reorder button againstan order. By default, when a STK (Product Upload) message is processed by ECC, the flag is set to Yes.

You can now reorder from an account shipment, or account invoice; this is subject to Access Rights settings forspecific customers.

General and System


Prophet 21 ERP Data Interface Support in ECC

Support has been added to Epicor Commerce Connect for the Epicor Prophet 21 product. As with other currentlysupported ERP flavors you can now create a data synchronization interface with Prophet 21.

BSV and GOR Log Message Clearing

BSV and GOR log entries are now included in the Log Message clearing. The BSV log entries are cleared basedon the setting of the Days of Logs field, located in the System > General > Network and General Settingpage in the Admin Panel, Days of Logs. GOR Log entries have a separate cleardown interval that is defined againstthe GOR Request message.

CNC Message Processing Enhancements (Prophet 21 Only)

The following enhancements have been made to CNC (Create Customer Number) message processing; they areonly applicable if CNC Message processing is enabled.

When creating addresses for a new ERP Account, it is now possible to copy invoice and delivery address froma registered address.

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When creating an ERP Account from Admin, the store to which the account is associated must be specified;this allows the correct branding to be sent in the CNC message.

When generating a CNC message from the Admin Panel, if branding is blank for the selected store, ECC usesthe default company as the branding in the CNC message.

Epicor Payment Method Force Billing Address

Using the new Force Billing Address check box, located on the System > Configuration > Payment Methods> Epicor Payment Module page in the Admin Panel, you can specify that the associated billing address cannotbe changed.

Epicor Skin Modifications

The Epicor Skin has been modified so that the Welcome message occupies only 20% of available space and theQuick Links block occupies 80%, so when there is something in both the wishlist and the cart, the Quick Linksblock does not wrap, This modification affects new installations only; existing installations are unaffected.

Epicor Theme Stock Level Display

The standard Epicor theme has been modified to display stock level information. This modification affects newinstallations only; existing installations are unaffected.

Extended Search Capabilities

When you perform a search, the results are always sorted by relevance, using the weighting that is defined againstthe various attributes used in the search. A new facility has been added than enables you to define the order inwhich the results are displayed within relevance.

For example, you can designate that search results be defined by Default Group Position within relevance. It isnow possible to specify that both Boolean and Text Product Attributes can be used in Layered Navigation.

FAQ Footer Links Support

A new FAQ link has been added to the footer links in ECC sites. This allows users to access Frequently AskedQuestion pages you define and format in the Store View from within the Epicor > Manage FAQ page in theAdmin Panel.

Import/Export FlexiTheme Layouts

You can now import or export FlexiTheme layouts.

Login Landing Page Options

Using the new Login Options field in the System > Configuration > Customer Configuration page in theAdmin Panel, you can now specify the specific landing page that should display when a non-logged in customerlogs into an ECC site.

This can be a specific page, or the last page that was accessed by the customer. Formerly, only the Dashboarddisplayed when a customer logged in.

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Messaging Reports Option

A new Messaging Reports option has been added to the Epicor > Messaging page in the Admin Panel. Thisallows the response times of one or more messages to be plotted on a chart for a selected time period.

Multiple Product Category Support

ECC has been enhanced to support products that belong to multiple product categories in ERP.

No Default ERP Message Frequency

Using the new No Default ERP Message field, located on the System Configuration > Networking andGeneral page in the Admin Panel, you can now define the frequency with which the No default ERP Accountmessage displays.

Online Content Availability

Installation notes, releases notes and the Feature Summary document is now available online within ECC.

Quick Start Licensing Status Display

The Quick Start page has been modified to display the current licensing status.

Send State Name or Abbreviation in Messaging

Using the new Send State/County/Province Name field, located on the Epicor > Messaging > RequestMessages > Global Options page, you can specify whether the state name (for example, California) orabbreviation (CA) should be sent to ERP in the following types of messages:

CUAU - Customer Address Update

CNC - Create New Customer

GOR - Generate Order Request

GQR - Generate Quote Request

Synchronization Enhancements

The following enhancements have been made to ERP-CC synchronization processing:

When requesting a manual SYN (Synchronization Request) message, it is possible to select Full or PartialSynchronization. Partial Synchronization requires selection of date from the date picker widget.

Based on ERP in use, ECC automatically detects which Upload Messages always perform full Synchronization.

When Full Synchronization takes place between the ERP host and ECC, ECC detects "mismatches", (recordsthat exist in ECC that were not uploaded by the ERP). When this occurs, an entry is automatically recordedin a synchronization log, which allows for identification and purging of any mismatched records.

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The following topics describe the Epicor Commerce Connect functionality features released in version 1.0.1.







Email Addresses in Address Blocks

All address blocks in both uploaded and requested messages can now include an email address. You can specifyan email address both when you change an address block as an admin user, and when change an address blockin Customer Connect.

Component Product Links in Product Layout Page

When the Product Details page displays for a kit product, the list of component products that comprise the kitnow includes links that enable the user to view the details of each component.

Navigation Bar Home Link

A Home link is now available in the Navigation Bar on all Epicor Commerce Connect web pages. It providesdirect access to the site home page from anywhere, regardless of specific page or function a person is currentlyusing within the site.

No Default ERP Code Association for Customers

When you use Customers > Manage Customers to create a customer record, you can no longer associate thenew customer record with a default ERP code.

oldskus Product Attribute Code

An additional oldskus product attribute code has been added for use in ECC. When an STK (Product Reorder)message is uploaded with a , the application appends the original product code to theoldskus attribute.

Like all attributes, you can use this product in searches on the website. To define the product attribute:

Go to Catalog > Attribute > Manage Attributes.

In the Attribute Code field, search for the oldskus product attribute click to edit.

In the Frontend Properties section, use Use in Quick Search and Use in Advanced Search as required.

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Quotation Email Configuration

Configuration of quotation email alerts has been enhanced - it can now be performed on a global and per quotebasis. Emails can be configured so that they are sent for the following situations:

Expiration Date Reminders

Quote Status Change

Comment/Note added to quote

To define the global settings, go to Epicor > Quotes and select Email Alerts. These settings provide defaultsfor all quotes for both a customer and for the admin user processing the quotes.

When a customer views their quote in ECC, they can override these settings as needed.

When the admin user is processing a quote, similar override options are also available.

Quick Order Pad - Unit of Measure Display

The Quick Order Pad has been enhanced to display in all possible unit of measure selections when you sell aproduct is differing units of measure.



Create New Customer Message - Default Template Code (Prophet 21 Only)

You can now specify a Default Template Code for a CNC (Create New Customer) message.

Note This feature only applies to Prophet 21.

When you create a customer record in ECC, the ERP system uses the specified default template code to providecustomer details that are not sent in the CNC message but are required for the successful creation of thecorresponding customer account in the ERP system; for example, sales representative, credit terms etc. To setthe default:

Go to Epicor > Messaging > Request Messages.

Select the CNC Create New Customer message.

Set the Default Template Code as required.

Note CNC messages are not currently supported by all ERP systems.

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Customer Connect CSV and XML File Export

CSV and XML file export options have been added for account order, invoice, payment, shipment, RMA andservice call transactions.

Product Categories Visibility and Status

The Catalog > Manage Categories page displays products in a selected product category. It has been enhancedso that it is possible to view the visibility and status for each product associated with the product category.

You can now easily determine whether particular products are visible and/or enabled for a particular store view.To view items in a category:

Go to Catalog > Manage Categories.

Select the category you need from the Categories menu on the left side of the page.

Use the Category Products tab to view the visibility and status for products assigned to the selected productcategory.

Supplier Connect (Epicor ERP Only)

Supplier Connect is a separate portal within ECC your suppliers can use to login and view the following information:

Parts lists

Purchase Order lists and detail, with the ability to update both

Quotes, with the ability to update prices and quantity breaks

Invoice searches and details

Supplier Payments

Account Summary details

Note The Supplier Connect portal does not have trading functionality.

Supplier Connect Login Restrictions

Login restrictions optons that formerly just applied to customers can now be applied to suppliers.

These options allow for the branding and/or currency of the supplier to be used as the basis of restricting theirability to log into a site. To define login restrictions:

Go to System > Configuration.

Select Customer Configuration from the side menu.

Select Login Options.

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General and System


Comms Settings Import/Export

The Epicor > Import/Export of Comms settings function can now include mapping tables that you define inEpicor > Mapping during import or export. A Backup Selected Tables option has been added, which enablesyou to select the specific mapping tables to export.

Enhanced Synchronization Request Messaging (Prophet 21 Only)

If using Prophet 21, you can now specify that Epicor Commerce Connect should automatically send SynchronizationRequest (SYN) messages on a regular basis.

Note Specifying if SYN messages should automatically be sent is only required for Prophet 21; for all otherERP interfaces, scheduling of SYN messaging is not required.

To enable automatic SYN messages:

Access Epicor > Messaging > Request Messages.

Select the SYN Sync Request message.

Set the Autosyn Enabled flag to Yes.

After setting the Autosyn Enabled flag to Yes, use the following fields to further define how this functionshould operate:

Use Advanced Options to specify if the Upload Message field should list message areas or specific messagesthat can be synchronized. Select Yes to automatically synchronize message areas, or No to automaticallysynchronize actual messages.

Upload Messages displays the messages or message areas (depending on the setting of the AdvancedOptions field above) that can be automatically synchronized. Select the specific messages or message areasthat should be automatically synchronized.

Language displays all languages that are in use in ECC. Select the languages that should be automaticallysynchronized.

Date From displays the date that the last automatic synchronization was carried out; ECC uses this date asthe date that is sent in the SYN message.

Note When setting up Autosyn options for the first time, it is blank. Every time ECC performs theautomatic synchronization, it updates the displays date. Epicor recommends that you do not manuallyupdate this date.

Use the Frequency Value and Frequency Unit fields to specify, in seconds, minutes, hours or days, howfrequently ECC should perform the automatic synchronization.

GOR (Generate Order) Message Enhancements

Several enhancements have been made to GOR (Generate Order) messages.

The XML code for a GOR message now includes the contact email address for the customer.

If ECC receives a GOR message with a Status Code of '019' from the associated ERP system, it no longertreats it as an ERP error. Instead, the offline order processing functions will re-send the message at a latertime.

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SOU (Sales Order Update) Message Processing

ECC now rejects a SOU message that contains an order status that has not been mapped using the Epicor >Mapping > Order Status function.

System and Error Log Viewing Options

New options have been added that enable viewing of system and error logs. These options are available fromEpicor > Advanced > System Logs and Epicor > Advanced > System Error Reports; however, they aretypically used only by your software support representative.

1.0.x Cumulative List

This section of the Epicor Commerce Connect Version 1.0.x Feature Summary contains the features initiallyintroduced with Epicor Commerce Connect 1.0.1 through the current release. If you are new to the Epicorapplication, use this section to review all major application features.

This information is arranged first by Epicor Commerce Connect site type, and then by enhancement.







Ability to Hide Prices

ECC can be configured to hide prices from guest shoppers. Typically, you would use this capability on a B2B2Csite, enabling the catalog to be shown without revealing prices.

The Disable Functionality for the different types of customer field is located in the System > Configuration> Customer Configuration page in the Admin Panel.

Select Yes to hide prices from specific customers. Disabled for Guest Customers (Not logged in) andDisabled for Guest Customers (Logged in) fields display; these allow you to disable price display and/orcheckout for guest shoppers and/or registered shoppers.

Select No to display prices to all types of customers.

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Component Product Links in Product Layout Page

When the Product Details page displays for a kit product, the list of component products that comprise the kitnow includes links that enable the user to view the details of each component.

Auto Hide Empty Catalog Nodes

When you upload catalog nodes from ERP to ECC, ECC now automatically hides empty catalog nodes. Thiseliminates the need for a site user from having to manually disable them within ECC.

To do this, you select the new Auto-hide Categories with no products configuration setting, located onthe System > Configuration > Catalog > Category Top Navigation page in the Admin Panel.

Create Shopping Basket/Cart Based on Imported CSV File

You can now create a shopping basket/cart, based on the contents of an imported CSV (Comma Separate Values)spreadsheet file. You can enable this functionality by selecting the new Add to Basket Via CSV check box,located on the System > Configuration > Checkout page in the Admin Panel.

Customer Address Creation / Editing

The ability to create/edit addresses can now be set by customer, as well as globally.

Disable Order Comment Block Cart Display

Using the new Allow Comment on Checkout check box, located on the System > Configuration > Checkout> Checkout Options page in the Admin Panel, you can disable display of the order comment block on theshopping at the final review stage.

Quotes Reference Prefix Configuration Setting

A new Quotes Reference Prefix configuration setting has been added to the General section in the Epicor >Quotes page in the ECC Admin Panel. You can use it to specify the prefix (if any) that should be added to anECC quote number that is sent to the ERP host in a GQR (General Quote Request) message.

Email Addresses in Address Blocks

All address blocks in both uploaded and requested messages can now include an email address. You can specifyan email address both when you change an address block as an admin user, and when change an address blockin Customer Connect.

Exclude Products from Product Catalog Display and Reorder

Using the new Reorder field, located on the System > Configuration > Sales page in the Admin Panel, youcan define a list of products that should be excluded from the product catalog, and that must be ignored whenreordering in Customer Connect. This prevents errors when the items like carriage and discount lines are on aCustomer Connect order.

To do this in the Reorder field, enter each SKU being excluded; each SKU must followed by a comma (for example,SKU1,SKU2,SKU3).

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Mapping Credit Card Types for Use in GOR Messages

Using the Epicor > Mapping > Card Types page, located in the Admin Panel, you can map the credit card typethat is sent in GOR (Generate Order Request) messages to ERP. ECC displays a number of default values; basedon the codes that are used by most credit card payment types, these can be changed or additional mappingscan be added.

Navigation Bar Home Link

A Home link is now available in the Navigation Bar on all Epicor Commerce Connect web pages. It providesdirect access to the site home page from anywhere, regardless of specific page or function a person is currentlyusing within the site.

New Payment Gateway Method (Prophet 21 and Eclipse Only)

A new payment gateway has been introduced, allowing credit card payments to be made using Elements PaymentServices

.

No Default ERP Code Association for Customers

When you use Customers > Manage Customers to create a customer record, you can no longer associate thenew customer record with a default ERP code.

oldskus Product Attribute Code

An additional oldskus product attribute code has been added for use in ECC. When an STK (Product Reorder)message is uploaded with a , the application appends the original product code to theoldskus attribute.

Like all attributes, you can use this product in searches on the website. To define the product attribute:

Go to Catalog > Attribute > Manage Attributes.

In the Attribute Code field, search for the oldskus product attribute click to edit.

In the Frontend Properties section, use Use in Quick Search and Use in Advanced Search as required.

Optional Telephone Number Entry When Creating Customer Address Details

In the System > Configuration > Customer Configuration > Name and Address Options page, you cannow specify that entry of a telephone number is optional when creating address details for a customer.

Quotation Email Configuration

Configuration of quotation email alerts has been enhanced - it can now be performed on a global and per quotebasis. Emails can be configured so that they are sent for the following situations:

Expiration Date Reminders

Quote Status Change

Comment/Note added to quote

To define the global settings, go to Epicor > Quotes and select Email Alerts. These settings provide defaultsfor all quotes for both a customer and for the admin user processing the quotes.

When a customer views their quote in ECC, they can override these settings as needed.

When the admin user is processing a quote, similar override options are also available.

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Quick Order Pad - Unit of Measure Display

The Quick Order Pad has been enhanced to display in all possible unit of measure selections when you sell aproduct is differing units of measure.

Suppress Quote Email Messages

By selecting the GQR, Submit To Customer check box in the Epicor > Messaging > Request Messages pagein the Admin Panel. ECC also sends this value to the associated GQR (General Quote Request) message.

Tracking Links Display for Customer Orders

ECC now creates and displays links to shipment tracking sites (for example, DHL, FedEx, UPS) for customer orders,provided the ERP sends the necessary shipment tracking details via Sales Order Update (SOU) messages to ECC.









Create New Customer Message - Default Template Code (Prophet 21 Only)

You can now specify a Default Template Code for a CNC (Create New Customer) message.

Note This feature only applies to Prophet 21.

When you create a customer record in ECC, the ERP system uses the specified default template code to providecustomer details that are not sent in the CNC message but are required for the successful creation of thecorresponding customer account in the ERP system; for example, sales representative, credit terms etc. To setthe default:

Go to Epicor > Messaging > Request Messages.

Select the CNC Create New Customer message.

Set the Default Template Code as required.

Note CNC messages are not currently supported by all ERP systems.

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Customer Connect CSV and XML File Export

CSV and XML file export options have been added for account order, invoice, payment, shipment, RMA andservice call transactions.

Customer Connect Invoice Detail Quantity Display

The Invoice Detail page in Customer Connect now displays the ordered, shipped and to follow quantities fora given customer invoice.

ECC Quotation Support (Prophet 21)

Quotes that have been created via use of an ECC shopping basket can now be sent to Prophet 21, and managedfrom either Prophet 21 or within ECC. Any changes you make to these quotes are reflected in both ECC and inProphet 21.

Email Address Maintenance in My Account > Address Book

The My Address Book > Address Book functionality has been enhanced to allow for creation or update ofemail addresses associated with each address.

Enhanced GQR (General Quote Request) Messaging

GQR (General Quote Request) messaging has been enhanced, by addition of the following features:

Quotes are now multi-site friendly and can be maintained account-wide.

A new Quotes Enabled configuration setting, located in the System > Configuration > Quotes > Generalpage in the Admin Panel, can be used to disable the quote system in a given ECC site.

New configuration settings, located in the System > Configuration > Quotes > Notes page in the AdminPanel, can be used to disable single or multi-line quote and line notes.

ERP Account Wide Quote Support

A new Allow customers create ERP Account wide quotes check box has been added to the System >Configuration > Quotes > General page in the Admin Panel.

Using this check box, you can designate that a quote that has been created by one customer associated with anERP account (a B2B customer) can be viewed, updated and accepted by any other customer that is associatedwith the same ERP account

Payment on Dispatch (Epicor ERP 10)

Payment on dispatch using an ECC payment method is now supported in Epicor ERP 10. Previously, payment ondispatch was only available using the ESDM payment gateway. Now, any tokenized payment gateway can beused to process dispatch payments.

Epicor ERP 10 communicates to ECC the order status and value of the goods (and freight) being shipped via astandard Sales Order Update (SOU) message. ECC then processes the credit card. If the card is debited successfully,Epicor ERP E10 processes the goods through to dispatch. If the card fails, Epicor ERP 10 holds the goods fromdispatch.

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Product Categories Visibility and Status

The Catalog > Manage Categories page displays products in a selected product category. It has been enhancedso that it is possible to view the visibility and status for each product associated with the product category.

You can now easily determine whether particular products are visible and/or enabled for a particular store view.To view items in a category:

Go to Catalog > Manage Categories.

Select the category you need from the Categories menu on the left side of the page.

Use the Category Products tab to view the visibility and status for products assigned to the selected productcategory.

Product Reordering

A new Reorderable check box has been added for support of products uploaded from ERP to ECC. When setto No (cleared), the product is not added to a shopping cart when a customer clicks the Reorder button againstan order. By default, when a STK (Product Upload) message is processed by ECC, the flag is set to Yes.

You can now reorder from an account shipment, or account invoice; this is subject to Access Rights settings forspecific customers.

Supplier Connect (Epicor ERP Only)

Supplier Connect is a separate portal within ECC your suppliers can use to login and view the following information:

Parts lists

Purchase Order lists and detail, with the ability to update both

Quotes, with the ability to update prices and quantity breaks

Invoice searches and details

Supplier Payments

Account Summary details

Note The Supplier Connect portal does not have trading functionality.

Supplier Connect Login Restrictions

Login restrictions optons that formerly just applied to customers can now be applied to suppliers.

These options allow for the branding and/or currency of the supplier to be used as the basis of restricting theirability to log into a site. To define login restrictions:

Go to System > Configuration.

Select Customer Configuration from the side menu.

Select Login Options.

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General and System


BSV and GOR Log Message Clearing

BSV and GOR log entries are now included in the Log Message clearing. The BSV log entries are cleared basedon the setting of the Days of Logs field, located in the System > General > Network and General Settingpage in the Admin Panel, Days of Logs. GOR Log entries have a separate cleardown interval that is defined againstthe GOR Request message.

CNC Message Processing Enhancements (Prophet 21 Only)

The following enhancements have been made to CNC (Create Customer Number) message processing; they areonly applicable if CNC Message processing is enabled.

When creating addresses for a new ERP Account, it is now possible to copy invoice and delivery address froma registered address.

When creating an ERP Account from Admin, the store to which the account is associated must be specified;this allows the correct branding to be sent in the CNC message.

When generating a CNC message from the Admin Panel, if branding is blank for the selected store, ECC usesthe default company as the branding in the CNC message.

Comms Settings Import/Export

The Epicor > Import/Export of Comms settings function can now include mapping tables that you define inEpicor > Mapping during import or export. A Backup Selected Tables option has been added, which enablesyou to select the specific mapping tables to export.

Enhanced Synchronization Request Messaging (Prophet 21 Only)

If using Prophet 21, you can now specify that Epicor Commerce Connect should automatically send SynchronizationRequest (SYN) messages on a regular basis.

Note Specifying if SYN messages should automatically be sent is only required for Prophet 21; for all otherERP interfaces, scheduling of SYN messaging is not required.

To enable automatic SYN messages:

Access Epicor > Messaging > Request Messages.

Select the SYN Sync Request message.

Set the Autosyn Enabled flag to Yes.

After setting the Autosyn Enabled flag to Yes, use the following fields to further define how this functionshould operate:

Use Advanced Options to specify if the Upload Message field should list message areas or specific messagesthat can be synchronized. Select Yes to automatically synchronize message areas, or No to automaticallysynchronize actual messages.

Upload Messages displays the messages or message areas (depending on the setting of the AdvancedOptions field above) that can be automatically synchronized. Select the specific messages or message areasthat should be automatically synchronized.

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Language displays all languages that are in use in ECC. Select the languages that should be automaticallysynchronized.

Date From displays the date that the last automatic synchronization was carried out; ECC uses this date asthe date that is sent in the SYN message.

Note When setting up Autosyn options for the first time, it is blank. Every time ECC performs theautomatic synchronization, it updates the displays date. Epicor recommends that you do not manuallyupdate this date.

Use the Frequency Value and Frequency Unit fields to specify, in seconds, minutes, hours or days, howfrequently ECC should perform the automatic synchronization.

Epicor Payment Method Force Billing Address

Using the new Force Billing Address check box, located on the System > Configuration > Payment Methods> Epicor Payment Module page in the Admin Panel, you can specify that the associated billing address cannotbe changed.

Epicor Skin Modifications

The Epicor Skin has been modified so that the Welcome message occupies only 20% of available space and theQuick Links block occupies 80%, so when there is something in both the wishlist and the cart, the Quick Linksblock does not wrap, This modification affects new installations only; existing installations are unaffected.

Epicor Theme Stock Level Display

The standard Epicor theme has been modified to display stock level information. This modification affects newinstallations only; existing installations are unaffected.

Extended Search Capabilities

When you perform a search, the results are always sorted by relevance, using the weighting that is defined againstthe various attributes used in the search. A new facility has been added than enables you to define the order inwhich the results are displayed within relevance.

For example, you can designate that search results be defined by Default Group Position within relevance. It isnow possible to specify that both Boolean and Text Product Attributes can be used in Layered Navigation.

FAQ Footer Links Support

A new FAQ link has been added to the footer links in ECC sites. This allows users to access Frequently AskedQuestion pages you define and format in the Store View from within the Epicor > Manage FAQ page in theAdmin Panel.

GOR (Generate Order) Message Enhancements

Several enhancements have been made to GOR (Generate Order) messages.

The XML code for a GOR message now includes the contact email address for the customer.

If ECC receives a GOR message with a Status Code of '019' from the associated ERP system, it no longertreats it as an ERP error. Instead, the offline order processing functions will re-send the message at a latertime.

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Import/Export FlexiTheme Layouts

You can now import or export FlexiTheme layouts.

Login Landing Page Options

Using the new Login Options field in the System > Configuration > Customer Configuration page in theAdmin Panel, you can now specify the specific landing page that should display when a non-logged in customerlogs into an ECC site.

This can be a specific page, or the last page that was accessed by the customer. Formerly, only the Dashboarddisplayed when a customer logged in.

Magento 1.9.0 Integration and Certification

Epicor Commerce Connect 1.0.3 has been integrated with, and certified to be fully operational with MagentoRelease 1.9.0.

Messaging Reports Option

A new Messaging Reports option has been added to the Epicor > Messaging page in the Admin Panel. Thisallows the response times of one or more messages to be plotted on a chart for a selected time period.

Multiple Product Category Support

ECC has been enhanced to support products that belong to multiple product categories in ERP.

No Default ERP Message Frequency

Using the new No Default ERP Message field, located on the System Configuration > Networking andGeneral page in the Admin Panel, you can now define the frequency with which the No default ERP Accountmessage displays.

Online Content Availability

Installation notes, releases notes and the Feature Summary document is now available online within ECC.

Quick Start Licensing Status Display

The Quick Start page has been modified to display the current licensing status.

Prophet 21 ERP Data Interface Support in ECC

Support has been added to Epicor Commerce Connect for the Epicor Prophet 21 product. As with other currentlysupported ERP flavors you can now create a data synchronization interface with Prophet 21.

Send State Name or Abbreviation in Messaging

Using the new Send State/County/Province Name field, located on the Epicor > Messaging > RequestMessages > Global Options page, you can specify whether the state name (for example, California) orabbreviation (CA) should be sent to ERP in the following types of messages:

CUAU - Customer Address Update

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CNC - Create New Customer

GOR - Generate Order Request

GQR - Generate Quote Request

SOU (Sales Order Update) Message Processing

ECC now rejects a SOU message that contains an order status that has not been mapped using the Epicor >Mapping > Order Status function.

Synchronization Enhancements

The following enhancements have been made to ERP-CC synchronization processing:

When requesting a manual SYN (Synchronization Request) message, it is possible to select Full or PartialSynchronization. Partial Synchronization requires selection of date from the date picker widget.

Based on ERP in use, ECC automatically detects which Upload Messages always perform full Synchronization.

When Full Synchronization takes place between the ERP host and ECC, ECC detects "mismatches", (recordsthat exist in ECC that were not uploaded by the ERP). When this occurs, an entry is automatically recordedin a synchronization log, which allows for identification and purging of any mismatched records.

System and Error Log Viewing Options

New options have been added that enable viewing of system and error logs. These options are available fromEpicor > Advanced > System Logs and Epicor > Advanced > System Error Reports; however, they aretypically used only by your software support representative.

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Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

ContentsEpicor Commerce Connect Feature SummaryVersion 1.0.3 Feature HighlightsConsumer Connect / Customer ConnectQuotes Reference Prefix Configuration Setting

General and SystemMagento 1.9.0 Integration and Certification

Version 1.0.2 Feature HighlightsConsumer Connect / Customer ConnectAbility to Hide PricesAuto Hide Empty Catalog NodesCreate Shopping Basket/Cart Based on Imported CSV FileCustomer Address Creation / EditingDisable Order Comment Block Cart DisplayExclude Products from Product Catalog Display and ReorderMapping Credit Card Types for Use in GOR MessagesNew Payment Gateway Method (Prophet 21 and Eclipse Only)Optional Telephone Number Entry When Creating Customer Address DetailsSuppress Quote Email MessagesTracking Links Display for Customer Orders

Customer Connect OnlyCustomer Connect Invoice Detail Quantity DisplayECC Quotation Support (Prophet 21)Email Address Maintenance in My Account > Address BookEnhanced GQR (General Quote Request) MessagingERP Account Wide Quote SupportPayment on Dispatch (Epicor ERP 10)Product Reordering

General and SystemProphet 21 ERP Data Interface Support in ECCBSV and GOR Log Message ClearingCNC Message Processing Enhancements (Prophet 21 Only)Epicor Payment Method Force Billing AddressEpicor Skin ModificationsEpicor Theme Stock Level DisplayExtended Search CapabilitiesFAQ Footer Links SupportImport/Export FlexiTheme LayoutsLogin Landing Page OptionsMessaging Reports OptionMultiple Product Category SupportNo Default ERP Message FrequencyOnline Content AvailabilityQuick Start Licensing Status DisplaySend State Name or Abbreviation in MessagingSynchronization Enhancements

Version 1.0.1 Feature HighlightsConsumer Connect / Customer ConnectEmail Addresses in Address BlocksComponent Product Links in Product Layout PageNavigation Bar Home LinkNo Default ERP Code Association for Customersoldskus Product Attribute CodeQuotation Email ConfigurationQuick Order Pad - Unit of Measure Display

Customer Connect OnlyCreate New Customer Message - Default Template Code (Prophet 21 Only)Customer Connect CSV and XML File ExportProduct Categories Visibility and Status

Supplier Connect (Epicor ERP Only)Supplier Connect Login Restrictions

General and SystemComms Settings Import/ExportEnhanced Synchronization Request Messaging (Prophet 21 Only)GOR (Generate Order) Message EnhancementsSOU (Sales Order Update) Message ProcessingSystem and Error Log Viewing Options

1.0.x Cumulative ListConsumer Connect / Customer ConnectAbility to Hide PricesComponent Product Links in Product Layout PageAuto Hide Empty Catalog NodesCreate Shopping Basket/Cart Based on Imported CSV FileCustomer Address Creation / EditingDisable Order Comment Block Cart DisplayQuotes Reference Prefix Configuration SettingEmail Addresses in Address BlocksExclude Products from Product Catalog Display and ReorderMapping Credit Card Types for Use in GOR MessagesNavigation Bar Home LinkNew Payment Gateway Method (Prophet 21 and Eclipse Only)No Default ERP Code Association for Customersoldskus Product Attribute CodeOptional Telephone Number Entry When Creating Customer Address DetailsQuotation Email ConfigurationQuick Order Pad - Unit of Measure DisplaySuppress Quote Email MessagesTracking Links Display for Customer OrdersConsumer Connect / Customer Connect

Customer Connect OnlyCreate New Customer Message - Default Template Code (Prophet 21 Only)Customer Connect CSV and XML File ExportCustomer Connect Invoice Detail Quantity DisplayECC Quotation Support (Prophet 21)Email Address Maintenance in My Account > Address BookEnhanced GQR (General Quote Request) MessagingERP Account Wide Quote SupportPayment on Dispatch (Epicor ERP 10)Product Categories Visibility and StatusProduct Reordering

Supplier Connect (Epicor ERP Only)Supplier Connect Login Restrictions

General and SystemBSV and GOR Log Message ClearingCNC Message Processing Enhancements (Prophet 21 Only)Comms Settings Import/ExportEnhanced Synchronization Request Messaging (Prophet 21 Only)Epicor Payment Method Force Billing AddressEpicor Skin ModificationsEpicor Theme Stock Level DisplayExtended Search CapabilitiesFAQ Footer Links SupportGOR (Generate Order) Message EnhancementsImport/Export FlexiTheme LayoutsLogin Landing Page OptionsMagento 1.9.0 Integration and CertificationMessaging Reports OptionMultiple Product Category SupportNo Default ERP Message FrequencyOnline Content AvailabilityQuick Start Licensing Status DisplayProphet 21 ERP Data Interface Support in ECCSend State Name or Abbreviation in MessagingSOU (Sales Order Update) Message ProcessingSynchronization EnhancementsSystem and Error Log Viewing Options

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