ESP Websites Updates
ESP Web Updates
ESP CRM & Orders Updates
- Set Proof Required Option for Companies
- Set Default Orders Contact to Display on Supplier-facing Documents
- Set a Default Salesperson for Orders
- Create a New Customer in Quickbooks from an ESP Order
301 Redirect to Retain SEO Traffic
To retain the SEO ranking information when moving pages from an old site to your new ESP Website, it is important to use a 301 redirect, rather than just recreating the page. By using a 301 redirect, the SEO weight and Google ranking for the web page will be preserved. In the ESP Websites admin, go to the Websites Settings section and select 301 Redirects. Then, click on the Add Redirect button and type the original page URL and the new page URL. If you have a large amount of pages to redirect, you can use the Import File button.
For more information please review the 301 Redirects section of the ESP Websites - Website Settings article.
All Pages Added to Site Map
To ensure that Google and other web browsers are properly analyzing your ESP Websites and Company Stores, all pages are now included in the site map. To view the site map for your ESP Website or Company Store, go to the main site address and type "/sitemap.xml".
Easier to locate Advanced Search in ESP Web
The Advanced Search has been enlarged on the ESP Web homepage and now opens in a new window.
The updated Advanced Product Search can be closed using the "X" at the top or by entering criteria in any of the available fields and then clicking on the Search button.
Set Proof Required Option for Companies
Within the CRM customer record, the option to set a default proof required is now available. The options are:
- Digital Photo
These options can also be changed on the fly in during the order creation process.
Set Default Orders Contact to Display on Supplier-facing Documents
An orders contact can be important be cause it lets the supplier know exactly who to contact when necessary. In the Company Profile section of the ESP Admin, the option to set a default order contact is available.
On customer-facing documents, such as the purchase order, the order contact will be visible towards the top of the document.
Set a Default Salesperson for Orders
In the Company Profile section of the ESP Admin, the option to set a default salesperson for newly created orders is available. You can select to have either the order creator (user who creates the order for any customer, existing or new) or customer record owner (user who owns the customer account in CRM) set as the default salesperson when a new order is created.
Create a New Customer in Quickbooks from an ESP Order
When sending orders from ESP Orders to QuickBooks, if the customer is not already in QuickBooks, use the option to create a new customer.
Note: It is important to note choosing to create a new customer will establish an account in QuickBooks with the customer name.