ECI | EvolutionX

Allow users to add addresses at checkout, even when restricted to addresses

Add to Restricted Addresses in checkout

Send cc order emails to any email whether it's a user or an external email.

Order Email - Send cc order emails

Set a single shipping rule and fee for all orders for a particular account.

Shipping override

Single approver that is responsible for approving orders for a given account. They approve all orders for all buyers within that account.

One Order Approver per Account

The customer can search, add to cart, and view products using their customer alias product codes throughout the store.

Customer Product Codes (Alias)

Compare the difference between managing budget approval by either Cost Center or Department for storefront orders.

Departments vs Cost Centers for Budget Approval

Has one of your customers forgotten their password, or needs it changing? You're in the right place!

Forgotten User Passwords

If you have a customer or user specific requirement on how their PO Numbers must be entered, this is how and a list of ERP Live PO lookup.

PO Required, Formats and Default Values

Learn how parent and child customer accounts can be created and managed.

Parent & Child Customer Accounts

This document is intended to help you understand some of the rules and logic around approval controls and budgets.

User Approvals & Budgets explained

Manage and control the frequency of email communications sent to customers, with this account level toggle.

Disable Email Notifications

Learn how to manage access to accounts beyond the parent-child account relationship for users.

Users: Other Customer Account Access

Learn how to warn users that an order will exceed a budget

Display warning message that an order will exceed budget

Enforce budget limits effectively, ensuring better financial management while maintaining flexibility

Prevent orders from exceeding budgets

Help control users spending by excluding designated Quick Lists from budget calculations

Exclude Quick Lists from Budget Calculations

Offer customers the ability to shop and purchase in their local currency, independently set from your store's default currency.

Multi Currency Support

Max Grabs – Set Purchase Limits on Products

Settings for DDMS Cost Center Sync

The copy user feature that allows store administrators to quickly create new users by duplicating an existing user’s permissions, restrictions, budgets, pricing, and related account settings

Copy User

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Customer Settings

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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