Setup

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  • Create a user for each customer who will be allowed to submit transactions such as purchase orders, punch out requests, order status checks, and stock checks - Login ID and password are cXML identity and shared secret
  • Go to http://mySitesURL.com/cXML to see available transactions (i.e. http://www.birddogsw.com/cXML)
  • Catalog
    • Setup "cXML: Send Item Catalogs To Customers" Job
    • Configure the Item Catalog Connection on each customer who will recieve a catalog (Customer Edit | Outbound Communications)
      • Item Catalog Connection - Choose from list (Configure on Connections tab)
  • Punch Out:
    • Site Settings | cXML tab
      • Price Below Contract Price and who to Notify
  • Stock Check:
    • Site Settings | cXML tab
      • Return Locations for Stock Check
  • Shipment Notifications:
    • Setup "Send Shipment Confirmations On Posted Invoices" Job
    • Configure Customers for Shipment Confirmations (Customer Edit | Outbound Communications)
      • Shipment Confirmation Delivery Method - Connection
      • Shipment Confirmation Connection - Choose from list (Configure on Connections tab)
      • Shipment Confirmation Layout - cXML
  • Invoices
    • Setup "Send Invoices" Job
    • Configure Customers for Invoices (Customer Edit | Outbound Communications)
      • Invoice Delivery Method - Connection
      • Invoice Connection - Choose from list (Configure on Connections tab)
      • Invoice Layout - cXML