Pepperi has released a new and much improved version of the B2B e-commerce Storefront. The new version is faster, more configurable, responsive to all devices and screen sizes and puts the web self-service buyer experience on par with the Pepperi app experience.
This guide is meant for the Pepperi admin in your organization to migrate to the new version. Follow these step by step instructions and you'll be able to set things up on your own, and provide your buyers with an improved and feature rich buying experience!
After you complete these steps and have logged in as a test user to make sure all is looking good, you can contact us and we can automatically redirect all buyers who are logging in to the current storefront (via https:// backoffice.pepperi.com) to the new Storefront.
Please note that all catalogs, price lists and assignments will be preserved. You won't need to reconfigure any of that.
The new URL for logging directly in to the new Storefront is https://app.pepperi.com
You'll need to check which Transaction Type your buyers are using to place orders, and then duplicate it so you may test it and only then switch buyers to this new transaction for the Storefront.
To check which transaction you need to duplicate - go to Company Profile -> Home Screen Shortcut. Edit the Buyer form and open the value in the layout to see the Original name of the Transaction Type.
In this example: "Buyer's Order"
This is the Transaction Type you will need to duplicate, so that any settings will be preserved for testing on the new Storefront.
To duplicate, go to Sales Activities -> Transaction Types and click "Add New Transaction Type"
Enter a name to identify the transaction as one for buyers, ie, New Storefront Buyers.
Click on Templates "Select" on the bottom of the screen to select which Transaction Type this one should be based on.
Select the Transaction type that is currently being used by buyers from the list of templates.
You'll now need to add this transaction type to the buyer's home screen, so that you may access it for testing.
If your buyers are not using mobile devices to place orders, meaning they are using browsers ONLY, then you may simply add the new transaction as the Home Screen Shortcut.
To add the Transaction to the Home Screen Shortcut:
Go to Company Profile -> Home Screen Shortcut, and edit the buyer form. Replace any existing transaction in the layout with the new one you created.
If your buyers are using mobile devices, you do not want to replace the transaction they are using just yet before you complete testing, therefore you'll need to add it as a button on the App Home Screen and temporarily label it "DO NOT USE - TEST".
To add the Transaction to the App Home Screen as an additional button:
Go to Company Profile -> App Home Screen, and edit the buyer form. Add the new transaction to the layout and change the label to "DO NOT USE - TEST".
The New Storefront works with Pepperi's new Workflows only. You'll need to make sure your existing workflow for buyer orders is converted to the new Workflows format.
The new Workflows are infinitely flexible and way more powerful than the existing ones. For more information see: Workflow Designer. For the purposes of migrating to the new Storefront you'll first just duplicate the existing functionality of your workflow. You can always add more functionality later, as needed.
You can watch an in-depth webinar on Workflows here: Product Education Webinar - New Workflows.
To enable the new Workflows you will need to open a support ticket and simply request that the Transaction Type you created be enabled with the new Workflows. The Technical Consulting team will do so right away and then you can get to work.
Once the new Workflows are enabled, open the Workflows tab. You'll see that there are not yet any steps created, however your final Workflow will have 2 steps - New to In Creation, and In Creaton to Submitted. It will look like this after you follow the steps below.
You'll need to create the basic Workflow steps in order for the Transaction to complete fully. You'll need to first take a look at the Workflow tab in your old buyer's transaction to determine what steps to add.
The typical old Workflow will contain "Auto approval" as the approval method for orders, an email notification with file attachment upon submission and if you are integrating Pepperi orders to your ERP, an export file action.
You may also have "Update Inventory", or "Update Account Stock" actions. Instructions for duplicating all these actions are below.
Your old Workflow tab will most likely look like this:
What you need to do, is simply duplicate the email and/or export actions to the new Workflows in the newly created buyer's transaction type.
Please note: If you have any "Validate Rule" actions listed, you must contact Pepperi support to make sure any custom fields and rules are duplicated for you by the Technical Consulting team.
To duplicate the Workflow you need to add the Actions in the appropriate status transitions in the new Workflow steps.
Open the Workflows tab of the new buyer's transaction. Click + Step, and create the New -> In Creation transition:
Enter "New" and select From: New and To: In Creation.
Now, create the In creation to Submitted transition.
Click + Step again, and enter "Submit" (or whatever you want the button to say in the buyer's shopping cart, yes! in the new Storefront you can decide!), and select From: In creation and To: Submitted.
Your Workflows tab will now look like this:
You'll now click the edit icon on the transition between In Creation and Submitted to add the relevant actions.
The following explains how to add the "Email" and the "Export File" actions.
You may not want to add the email action right away, because you'll want to test the new storefront with a test buyer user, and not send emails out to other Pepperi users or customers until you are about to switch over. However, this is how you add the email action when you will need to:
Click on the edit icon between the In Creation and the Submitted statuses. Then click on +Add next to Post Actions (email gets sent AFTER the order is submitted, therefore it's a Post action).
Select "Send Email" and fill in the email form just as you have in the old Workflow.
To, cc, bcc: fill in semi-colon separated addresses
Send email to Account - if checked sends an email to the Account email that's listed in Pepperi
Send email to the user who performed this activity - if checked sends an email to the buyer user
Attach the PDF file
The Export File action will export the file format you have configured to the integration to your ERP or other back office system.
Again, as in the email action, you may not want to integrate the buyer transaction off the bat, before you finish testing first. So that test orders don't go into your ERP system unnecessarily.
Click edit on the transition between In Creation and Submitted. Click + Add next to the Post actions.
Select "Export File to FTP", and select the file template you are exporting (typically an XML file).
To find out the template you are using, take a look in the old buyer transaction Workflow to see the name of the file.
If you are using any of the options on the Settings/Payment tabs, make sure they are set the same as the old buyer transaction.
You'll need to make sure that at least one Order Center View is enabled on the menu in the new buyer transaction.
Go to the Views and Forms Tab of the transaction and open the "Order Center Views" section.
Click + on the view you wish to make available for buyers. The recommended views are the Small/Medium Thumbnails Views, Gridline View and the Line View (for phones and smaller screens).
Configure these views for the buyer profile with the fields you wish to display in their layout. For details on configuring Order Center Views see: Order Center View Configuration
You'll need to explicitly make the views you want buyers to see available to them in the Order Center.
Go to the Views and Forms tab in the transaction. Open the Menu section.
Edit the Order Center Views Menu layout.
Add the views you wish to make available to the layout. You may rename them if needed, these are the names that will be presented to the buyer to select from on the Order Center.
If you have "matrix" items, or styles with variants, in your catalog you must configure this view, otherwise you will not be able to order these items.
If you do not have matrix items, skip this step.
To configure matrix item ordering on the new Storefront edit the "Item Information Page Portrait" View to include the Matrix controls.
In the Views and Forms tab of the transaction, open the Order Center Views section and edit the "Item Information Page Portrait" view.
Open the "Special Data Controls" section and add the "Matrix" control to the bottom of the layout by clicking on the "+".
This will ensure that proper matrix ordering is enabled.
To allow mobile Pepperi Sales Rep users to view orders placed by buyers on the Storefront you will need to set the new Storefront buyer Transaction Type as shared. In the Settings tab of the Transaction tick the box "Share Sales Transaction".
Load a dedicated image for buyers, which may be different than the one displayed to Pepperi for sales teams (reps) users on the mobile app.
The home screen background image buyers will see upon logging in to the Storefront is loaded as follows:
Settings -> Company Profile -> Branding -> B2B Home Screen
Load a Portrait and Landscape Image in the recommended dimensions.
You can also select a color for the top bar and the shortcut button on the home screen from the branding Main Menu Appearance section below:
Log in to https://app.pepperi.com with a buyer test account and see how everything looks. Submit orders, look around the Sales Activity Lists and make sure you are ready to make the switch.
When you are ready to make the switch you'll want to make sure of the following:
1. Your Workflow email and export actions are in place (remember, we held off on them during testing).
2. Replace the existing App home screen button or shortcut to use the new transaction type, and change the label from "DO NOT USE - TEST" to your desired label - ie "New Order" or any label you wish.
3. If you have buyers using the Pepperi mobile app on their tablets (iPad or Android table), you'll need to make sure they are configured to use the New Order Center (they need to toggle the switch on their iPad or Android tablet in the app Settings gear on the home screen).
4. Add the transaction to the Sales Activity List that buyers are viewing, to make sure it's included in the list of history they see of their orders/invoices. To do this go to Sales Activities -> Sales Activity Lists -> edit the Sales Order list that buyers are viewing and in the "General Info" tab tick off the name of the new buyer transaction you created so that it will be included in the list.
Once you are ready, contact Pepperi support and ask the Technical team to enable automatic redirection of your Pepperi buyers to the new Storefront. This means that when they log in using the old link, they will automatically be connected to the new Storefront.