| Topic | Presenter | Summary | Duration |
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| Out of Box CEF for PMs | Kyle S. & Stephanie J. | This video is from a Friday PM Training that covers Out of Box CEF for PMs. | 1:21:18 |00:00:07.220 --> 00:00:08.630 Just kind of always evolving.00:00:08.630 --> 00:00:10.410 We figure out more stuff on it.00:00:10.410 --> 00:00:12.006 We're kind of figuring it's yeah.00:00:12.010 --> 00:00:13.340 I mean how many different00:00:13.340 --> 00:00:14.670 ways can I say evolving?00:00:14.670 --> 00:00:15.410 It's evolving.00:00:15.410 --> 00:00:18.370 We're figuring out each aspect of it it.00:00:18.370 --> 00:00:21.412 But we do have a lot of these projects00:00:21.412 --> 00:00:24.667 that are kind of coming in coming in hot,00:00:24.670 --> 00:00:26.506 especially these newer projects that Barb00:00:26.506 --> 00:00:28.869 is tackling with her awesome documentation.00:00:28.870 --> 00:00:31.327 UM, and I thought this would just00:00:31.327 --> 00:00:34.133 be a cool time for us to sort00:00:34.133 --> 00:00:36.220 of figure out some of the.00:00:38.600 --> 00:00:42.387 Some of the nitty gritty on that.00:00:42.390 --> 00:00:45.936 Uhm Oh yeah with a 7.00:00:48.410 --> 00:00:50.320 It's that constantly is changing,00:00:50.320 --> 00:00:53.208 kind of morphing into you know more and00:00:53.208 --> 00:00:56.537 more dynamic platform as we go and there's00:00:56.537 --> 00:00:58.719 constantly being features built on it,00:00:58.720 --> 00:01:01.880 but I I do have documentation built out00:01:01.880 --> 00:01:04.986 for kind of base modules of stuff if00:01:04.986 --> 00:01:08.000 you will come and what stuff is kind00:01:08.000 --> 00:01:10.950 of broken into and what I kind of.00:01:14.310 --> 00:01:17.946 Would be a catalog CART checkout00:01:17.946 --> 00:01:20.370 and dashboard pillars there.00:01:20.370 --> 00:01:22.694 If you will come.00:01:22.694 --> 00:01:25.420 There are those main, uh,00:01:25.420 --> 00:01:28.220 kind of categories within Seth and UM,00:01:28.220 --> 00:01:30.220 in terms of I guess,00:01:30.220 --> 00:01:33.020 identifying what is currently out of box.00:01:33.020 --> 00:01:36.520 We do have a well. We are kind of.00:01:36.520 --> 00:01:38.770 It's kind of unfair question right00:01:38.845 --> 00:01:41.519 now because we are kind of in00:01:41.519 --> 00:01:43.420 between two different releases.00:01:43.420 --> 00:01:45.420 2021.1 is our newest release.00:01:45.420 --> 00:01:48.170 It is being kind of00:01:48.170 --> 00:01:50.920 hammered out right now and.00:01:50.920 --> 00:01:53.764 It has some kind of all the bells and00:01:53.764 --> 00:01:56.180 whistles for it's going to have all00:01:56.180 --> 00:01:58.360 the bells and whistles for quotes,00:01:58.360 --> 00:01:59.036 returns, invoices,00:01:59.036 --> 00:02:00.050 things like that,00:02:00.050 --> 00:02:02.746 but what's currently on SEV 2020 DOT 4.8,00:02:02.750 --> 00:02:05.770 which is the most recent.00:02:05.770 --> 00:02:08.542 Stable version of staff.00:02:08.542 --> 00:02:12.007 Uh would be orders still.00:02:14.210 --> 00:02:15.926 Catalog A kind of hard sonar.00:02:15.930 --> 00:02:17.375 Come on the road right00:02:17.375 --> 00:02:19.090 now so it's hard for me.00:02:19.090 --> 00:02:21.664 I would go to the SD that I have,00:02:21.670 --> 00:02:23.965 but that would be kind of the place that00:02:23.965 --> 00:02:26.622 I would kind of direct anyone to go or00:02:26.622 --> 00:02:28.848 just simply play around with the site.00:02:28.850 --> 00:02:30.566 Just go register for an account,00:02:30.570 --> 00:02:32.642 play around there for awhile and that'll00:02:32.642 --> 00:02:34.815 give you a really good idea of what00:02:34.815 --> 00:02:37.329 out of box set is the admin portal I00:02:37.329 --> 00:02:39.762 would say is really important with that too.00:02:39.762 --> 00:02:42.340 I have a question if that's if that's OK.00:02:42.340 --> 00:02:44.760 Uh, do we have a?00:02:44.760 --> 00:02:48.096 Uh, just a document that just00:02:48.096 --> 00:02:51.970 has the a list of features.00:02:51.970 --> 00:02:53.480 That are out of box.00:02:53.480 --> 00:02:54.990 And then maybe yeah, Kyle.00:02:54.990 --> 00:02:58.165 Short description. OK, perfect yeah.00:02:58.165 --> 00:03:00.720 So the functional spec stock is giant.00:03:00.720 --> 00:03:02.180 Uhm, I mean uh.00:03:02.180 --> 00:03:04.370 I mean a short like a,00:03:04.370 --> 00:03:06.195 you know a comprehensive just00:03:06.195 --> 00:03:08.020 like here's all the features.00:03:08.020 --> 00:03:09.850 Boom so for everybody's information00:03:09.850 --> 00:03:12.444 one of the things that were kind00:03:12.444 --> 00:03:14.526 of working on is setting up00:03:14.526 --> 00:03:16.049 documentation for the clients,00:03:16.050 --> 00:03:18.014 client facing documentation portal00:03:18.014 --> 00:03:21.347 that really kind of breaks it down00:03:21.347 --> 00:03:24.110 to be a bit more simple so that you00:03:24.187 --> 00:03:26.714 can kind of understand how to do.00:03:26.720 --> 00:03:29.600 You know some of the the.00:03:29.600 --> 00:03:31.400 Admin training and that kind00:03:31.400 --> 00:03:33.640 of stuff so that will help.00:03:33.640 --> 00:03:35.842 And that is coming up earlier00:03:35.842 --> 00:03:37.310 in RPM breakout sessions.00:03:37.310 --> 00:03:39.422 I was kind of going through00:03:39.422 --> 00:03:42.034 this with some of the team on00:03:42.034 --> 00:03:44.278 the site that I'm showing here,00:03:44.280 --> 00:03:47.388 which is master claritydemos.com.00:03:47.390 --> 00:03:49.310 Just kind of going through the00:03:49.310 --> 00:03:51.017 sections of the admin portal00:03:51.017 --> 00:03:53.159 with the team and what's already00:03:53.159 --> 00:03:54.880 available in there as features00:03:54.880 --> 00:03:56.910 that are just kind of turned on00:03:56.910 --> 00:03:58.835 for this particular demo and I'm00:03:58.835 --> 00:04:00.470 happy to continue through that.00:04:00.470 --> 00:04:01.778 If you guys want.00:04:04.000 --> 00:04:07.904 I think that would be great and uh,00:04:07.910 --> 00:04:11.326 especially for some of us are newer00:04:11.326 --> 00:04:15.830 homies here. PJN Barb, I know.00:04:15.830 --> 00:04:17.888 Almost, uh, what's the word for it?00:04:17.890 --> 00:04:20.234 Redundant to ask Barb to take notes but.00:04:22.750 --> 00:04:24.822 Say if this is the first time some00:04:24.822 --> 00:04:27.248 of you guys are seeing some of this,00:04:27.250 --> 00:04:29.730 please take notes and uh, as old hats too.00:04:29.730 --> 00:04:32.020 I'm sure there's there's lots to learn here,00:04:32.020 --> 00:04:33.707 sure. So do you guys want to00:04:33.707 --> 00:04:35.110 start with the storefront?00:04:35.110 --> 00:04:36.923 Or do you want me to continue00:04:36.923 --> 00:04:38.490 through like the admin portal?00:04:38.490 --> 00:04:40.866 We had kind of started to go over products00:04:40.866 --> 00:04:43.539 a little bit and the category tree I can.00:04:43.540 --> 00:04:45.668 I'll let you guys kind of drive the00:04:45.668 --> 00:04:47.198 direction based on your questions,00:04:47.200 --> 00:04:50.050 so feel free to tell me what the biggest area00:04:50.120 --> 00:04:52.658 of confusion is at this point and I can.00:04:52.660 --> 00:04:55.272 Kind of dive into that, you know.00:04:55.272 --> 00:04:57.528 Uhm, I guess since we're going00:04:57.528 --> 00:04:59.360 into out of box stuff,00:04:59.360 --> 00:05:02.208 what are some of the big things guys00:05:02.208 --> 00:05:04.520 that we're seeing in these projects00:05:04.520 --> 00:05:07.172 that are like out of box, right?00:05:07.172 --> 00:05:08.660 Like products, we all.00:05:08.660 --> 00:05:10.856 I mean, probably all with some00:05:10.856 --> 00:05:13.505 of her friends don't are going to00:05:13.505 --> 00:05:15.345 kind of figure out products.00:05:15.350 --> 00:05:17.576 And I like what about though.00:05:17.580 --> 00:05:19.068 Like categories and subcategories.00:05:19.068 --> 00:05:21.300 That seems like an interesting place.00:05:21.300 --> 00:05:21.692 Yeah,00:05:21.692 --> 00:05:24.828 no accounts to users is a very interesting.00:05:24.830 --> 00:05:29.610 Uh. Peace to look into.00:05:29.610 --> 00:05:32.050 Uhm, and then I guess, uh.00:05:32.050 --> 00:05:32.970 The invoices,00:05:32.970 --> 00:05:34.350 invoices, sales orders,00:05:34.350 --> 00:05:37.584 that whole kind of chunk of the00:05:37.584 --> 00:05:39.710 chunk of the beast.00:05:39.710 --> 00:05:42.686 I imagine between those three alone00:05:42.686 --> 00:05:46.206 that will be that's more than more00:05:46.206 --> 00:05:49.135 than enough time. Yeah, exactly so.00:05:49.135 --> 00:05:53.310 Just for clarity sake, he.00:05:53.310 --> 00:05:53.638 Uh,00:05:53.638 --> 00:05:55.606 I will start with the storefront00:05:55.606 --> 00:05:58.057 so that we all kind of know what00:05:58.057 --> 00:06:00.391 the out of the box mega menu00:06:00.391 --> 00:06:01.690 typically looks like.00:06:01.690 --> 00:06:04.007 And of course we've all seen some00:06:04.007 --> 00:06:05.621 more interesting ones or things00:06:05.621 --> 00:06:07.560 that are just a little bit built00:06:07.560 --> 00:06:09.454 out a little bit differently00:06:09.454 --> 00:06:11.394 depending on your client's needs,00:06:11.400 --> 00:06:13.308 but this is pretty standard out00:06:13.308 --> 00:06:15.986 of the box set for how we deal00:06:15.986 --> 00:06:17.978 with the Mega menu and basically00:06:18.054 --> 00:06:20.088 we have the top level categories00:06:20.088 --> 00:06:22.610 and then you can see that we have.00:06:22.610 --> 00:06:24.780 Sub categories here and we can break00:06:24.780 --> 00:06:27.321 this down into a third level tertiary00:06:27.321 --> 00:06:29.199 category through the category tree.00:06:29.200 --> 00:06:31.156 So each one of these come.00:06:31.160 --> 00:06:33.116 There's no additional categories in books,00:06:33.120 --> 00:06:35.395 so this this is all you get.00:06:35.400 --> 00:06:39.888 So if you go to books, you get books.00:06:39.890 --> 00:06:42.800 But if you went to automotive,00:06:42.800 --> 00:06:44.740 there's additional subcategories within00:06:44.740 --> 00:06:47.650 automotive that you can navigate to.00:06:47.650 --> 00:06:52.786 So you could actually go to just brakes.00:06:52.790 --> 00:06:55.388 And shop just for the brakes.00:06:55.390 --> 00:06:59.130 These are the breaks.00:06:59.130 --> 00:06:59.858 Yeah, yeah,00:06:59.858 --> 00:07:00.222 uh,00:07:00.222 --> 00:07:02.406 so from the from the dashboard00:07:02.406 --> 00:07:04.120 or the admin portal.00:07:04.120 --> 00:07:07.171 How to set this up as a little bit00:07:07.171 --> 00:07:09.511 interesting and it's kind of fun00:07:09.511 --> 00:07:11.918 that we're starting this 'cause I00:07:11.918 --> 00:07:13.983 actually just walked through this00:07:13.983 --> 00:07:16.944 with the lumber team up there.00:07:16.944 --> 00:07:18.248 Categories are.00:07:18.250 --> 00:07:21.154 A bit much so it's a lot for,00:07:21.160 --> 00:07:22.330 UM, newer clients,00:07:22.330 --> 00:07:25.060 especially if they're working in a older00:07:25.130 --> 00:07:27.706 RP or ERP systems such as Epicor Eagle.00:07:27.710 --> 00:07:28.730 In this case,00:07:28.730 --> 00:07:30.770 that doesn't have a whole lot00:07:30.770 --> 00:07:32.808 of structure or even Ubi,00:07:32.810 --> 00:07:33.476 for example,00:07:33.476 --> 00:07:36.140 who in their NAV they don't have any00:07:36.211 --> 00:07:38.997 of their products broken out by category,00:07:39.000 --> 00:07:41.178 they don't have a category field,00:07:41.180 --> 00:07:43.070 so they have to manually add00:07:43.070 --> 00:07:45.190 in all of their categories.00:07:45.190 --> 00:07:47.055 So this is something that00:07:47.055 --> 00:07:48.547 comes up with clients.00:07:48.550 --> 00:07:52.020 Quite a bit on how to sort of deal with this,00:07:52.020 --> 00:07:54.890 and basically we have a couple of00:07:54.890 --> 00:07:57.438 ways to navigate from the store.00:07:57.440 --> 00:07:59.654 Admin so we have our keywords00:07:59.654 --> 00:08:02.638 cloud up here so you can actually00:08:02.638 --> 00:08:05.476 navigate to categories from up here.00:08:05.480 --> 00:08:07.559 Or we have this broken out into00:08:07.559 --> 00:08:09.563 these little fun boxes here that00:08:09.563 --> 00:08:11.663 tell you exactly what you're doing,00:08:11.670 --> 00:08:14.806 so this kind of gives you a little00:08:14.806 --> 00:08:18.096 insight into what each one of these means.00:08:18.100 --> 00:08:20.218 Uh, so I typically just go00:08:20.218 --> 00:08:21.277 to view categories,00:08:21.280 --> 00:08:24.810 and as you can see in this first page here,00:08:24.810 --> 00:08:26.610 and we can actually.00:08:26.610 --> 00:08:28.420 You know, tab through.00:08:28.420 --> 00:08:30.240 There's tons of categories00:08:30.240 --> 00:08:32.060 that we have listed.00:08:32.060 --> 00:08:34.135 Uh, basically we have the00:08:34.135 --> 00:08:35.795 category the category key,00:08:35.800 --> 00:08:38.440 so this is kind and you'll hear this00:08:38.440 --> 00:08:41.209 come up constantly throughout Seth,00:08:41.210 --> 00:08:44.729 the key or the custom key is basically our00:08:44.729 --> 00:08:47.840 unique identifier on how we are relating00:08:47.840 --> 00:08:51.198 data from their their ERP system to Seth.00:08:51.200 --> 00:08:54.105 It's kind of how we find things,00:08:54.110 --> 00:08:56.185 so this section here is00:08:56.185 --> 00:08:57.845 basically the the Bible.00:08:57.850 --> 00:09:00.412 It's like the source of truth00:09:00.412 --> 00:09:02.120 for finding a category.00:09:02.120 --> 00:09:03.920 Or a customer or a product.00:09:03.920 --> 00:09:05.720 It's going to be for products.00:09:05.720 --> 00:09:06.928 It's typically Askew categories.00:09:06.928 --> 00:09:09.020 It almost always just matches the name,00:09:09.020 --> 00:09:10.791 but you'll notice you kind of want00:09:10.791 --> 00:09:13.016 to keep this as something that is00:09:13.016 --> 00:09:14.420 identifiable in computer speak,00:09:14.420 --> 00:09:16.359 so you want to make sure that00:09:16.359 --> 00:09:17.720 there are no spaces,00:09:17.720 --> 00:09:19.519 so these are all appended with an00:09:19.519 --> 00:09:21.050 underscore so that it's actually00:09:21.050 --> 00:09:22.815 something that's easily readable by,00:09:22.820 --> 00:09:23.404 you know,00:09:23.404 --> 00:09:25.156 search engines as well as any00:09:25.156 --> 00:09:26.707 scripting or anything that we00:09:26.707 --> 00:09:28.217 need to call out directly.00:09:28.220 --> 00:09:30.740 So if we're going to be.00:09:30.740 --> 00:09:32.822 Scripting in an import for categories00:09:32.822 --> 00:09:35.114 for a customer come we would want00:09:35.114 --> 00:09:37.074 to make sure that the custom key00:09:37.137 --> 00:09:39.219 doesn't have any spaces or anything00:09:39.219 --> 00:09:41.314 along those lines and this is00:09:41.314 --> 00:09:43.074 something that your customer or00:09:43.074 --> 00:09:45.096 client should never ever change if00:09:45.096 --> 00:09:47.189 they want to change the custom key,00:09:47.190 --> 00:09:49.260 they need to change the custom00:09:49.260 --> 00:09:51.800 key in both their ERP and in SEV,00:09:51.800 --> 00:09:53.960 and they should probably always let00:09:53.960 --> 00:09:56.960 us know that we're doing it so we00:09:56.960 --> 00:09:58.825 can communicate to the developers00:09:58.825 --> 00:10:01.267 because will need to trigger a resync.00:10:01.270 --> 00:10:04.014 So basically tell them to never touch00:10:04.014 --> 00:10:06.550 this threat of breaking fingers.00:10:08.560 --> 00:10:10.474 And definitely that's kind of across00:10:10.474 --> 00:10:12.620 the board on every other product.00:10:12.620 --> 00:10:14.636 Everything right, every table in session.00:10:14.640 --> 00:10:17.006 Every single table has a custom key,00:10:17.010 --> 00:10:19.346 so you want to make sure that that00:10:19.346 --> 00:10:21.399 that's that's that unique identifier.00:10:21.400 --> 00:10:23.090 That's how we're relating data,00:10:23.090 --> 00:10:26.936 and it should never, ever change.00:10:26.940 --> 00:10:29.124 So from in here there's a couple00:10:29.124 --> 00:10:31.299 of things that we can see right00:10:31.299 --> 00:10:33.544 away just from this view we can00:10:33.544 --> 00:10:35.649 see that electronics has children,00:10:35.650 --> 00:10:38.665 and it is visible, and it's in the menu.00:10:38.670 --> 00:10:42.135 It doesn't currently have a sort order.00:10:42.140 --> 00:10:43.725 We can see that electronics00:10:43.725 --> 00:10:45.900 computer does not have any children,00:10:45.900 --> 00:10:49.320 but it is visible and it is in the menus.00:10:49.320 --> 00:10:53.016 So this because it doesn't have any children00:10:53.016 --> 00:10:56.339 is likely going to be a sub category.00:10:56.340 --> 00:10:57.704 Top level categories almost00:10:57.704 --> 00:10:58.727 always have children.00:10:58.730 --> 00:11:01.560 It doesn't necessarily mean that.00:11:01.560 --> 00:11:03.670 They have to have children,00:11:03.670 --> 00:11:05.780 it's just that typically a00:11:05.780 --> 00:11:07.918 top level category does, UM.00:11:07.918 --> 00:11:10.606 So when you go in here.00:11:10.610 --> 00:11:12.946 You can edit the product oh pro tip.00:11:15.090 --> 00:11:17.439 You don't have to go to the three dots.00:11:17.440 --> 00:11:19.260 You can just right click anywhere in00:11:19.260 --> 00:11:21.035 that record and edit that record and00:11:21.035 --> 00:11:22.800 it'll take you to the same place.00:11:25.110 --> 00:11:28.174 So within stuff and this is gonna be00:11:28.174 --> 00:11:30.347 pretty similar to, UM, every table,00:11:30.347 --> 00:11:32.930 anything over here that you see is00:11:33.008 --> 00:11:35.222 red means that we're missing data00:11:35.222 --> 00:11:38.257 and we can't save and or see the00:11:38.257 --> 00:11:40.107 record until that is corrected.00:11:40.110 --> 00:11:42.906 So for instance, I'm gonna do00:11:42.906 --> 00:11:46.288 the thing I told you not to do.00:11:46.290 --> 00:11:49.710 If we take that out. You see it turns red.00:11:49.710 --> 00:11:50.730 Details turns red.00:11:50.730 --> 00:11:52.770 We can no longer save this00:11:52.770 --> 00:11:54.159 record that is needed.00:11:54.160 --> 00:11:56.484 I'll put that back exactly as I00:11:56.484 --> 00:11:59.334 found it so that I don't break00:11:59.334 --> 00:12:01.110 this entire association up.00:12:01.110 --> 00:12:03.333 From here you can see that we do have00:12:03.333 --> 00:12:05.294 this toggle that this category is00:12:05.294 --> 00:12:07.708 visible and it is currently in the menu,00:12:07.710 --> 00:12:09.426 so you can toggle this off.00:12:09.430 --> 00:12:10.855 You can have categories that00:12:10.855 --> 00:12:12.590 aren't displayed in the Mega menu,00:12:12.590 --> 00:12:14.599 but they're still part of the catalog,00:12:14.600 --> 00:12:16.030 which just makes it filterable,00:12:16.030 --> 00:12:18.039 and you can associate products to it,00:12:18.040 --> 00:12:20.692 but it's just not something that's00:12:20.692 --> 00:12:23.279 going to display in the menu.00:12:23.280 --> 00:12:26.888 Cool. You can set all sorts of00:12:26.888 --> 00:12:28.900 fun stuff within the category.00:12:28.900 --> 00:12:31.371 UM, based on minimum orders and purchase00:12:31.371 --> 00:12:34.640 price so you can set like a minimum quantity.00:12:34.640 --> 00:12:37.526 You can set the dollar amount00:12:37.526 --> 00:12:39.450 that's necessary and actually00:12:39.539 --> 00:12:41.579 include messages in here.00:12:41.580 --> 00:12:42.484 Buy more.00:12:42.484 --> 00:12:45.196 You didn't do the thing correctly,00:12:45.200 --> 00:12:47.820 so if we set.00:12:47.820 --> 00:12:49.830 A minimum amount of $2.00 and00:12:49.830 --> 00:12:51.870 they have $0.50 in the cart.00:12:51.870 --> 00:12:54.300 They would get a warning message00:12:54.300 --> 00:12:56.832 that you can control the content00:12:56.832 --> 00:12:58.907 of directly in self admin.00:12:58.910 --> 00:13:01.350 And stepping out on this one, this one.00:13:01.350 --> 00:13:03.790 Yeah, I've been hashed out on the release,00:13:03.790 --> 00:13:06.535 yet this is more of a long term goal.00:13:06.540 --> 00:13:09.180 OK, just sorry, yeah.00:13:09.180 --> 00:13:10.624 Ah yeah, may want.00:13:10.624 --> 00:13:14.000 You may want to use our 2020 dot 4.8.00:13:14.000 --> 00:13:16.262 That's the most late release that00:13:16.262 --> 00:13:19.152 we have is that the one that's also00:13:19.152 --> 00:13:21.790 in the most use in our project?00:13:21.790 --> 00:13:26.335 OK, what's the demo site URL for that one?00:13:26.340 --> 00:13:31.444 Get it for you hang on yeah dog.00:13:31.450 --> 00:13:33.906 I do think it might be important though,00:13:33.910 --> 00:13:36.526 to still demo what will be00:13:36.526 --> 00:13:37.834 the latest release.00:13:37.840 --> 00:13:39.795 Because sometimes we've changed things00:13:39.795 --> 00:13:42.127 where it's like we've removed the00:13:42.127 --> 00:13:44.023 feature from outer box just because00:13:44.023 --> 00:13:46.069 more time needs to be spent on it.00:13:46.070 --> 00:13:48.366 I know that's happened in the past,00:13:48.370 --> 00:13:51.154 so it's not always a bad idea to00:13:51.154 --> 00:13:53.757 know what's coming down the future.00:13:53.760 --> 00:13:55.920 I'm not sure if this is in 2021.1
00:13:55.920 --> 00:13:58.579 I I haven't heard anything good.00:13:58.580 --> 00:14:01.568 Bringing this back. Is it Christian?00:14:01.570 --> 00:14:02.176 No, no,00:14:02.176 --> 00:14:04.297 I have not heard anything on this00:14:04.297 --> 00:14:06.973 and I've never heard of this minimal00:14:06.973 --> 00:14:09.890 purchase for a category, but.00:14:09.890 --> 00:14:12.320 I think this was done for you AG, UM,00:14:12.320 --> 00:14:14.210 and it never really got pushed through.00:14:14.210 --> 00:14:15.830 It was like a change request.00:14:15.830 --> 00:14:17.811 If they really wanted and it was00:14:17.811 --> 00:14:19.803 something we were going to pull into00:14:19.803 --> 00:14:21.737 core but never really made it fully00:14:21.737 --> 00:14:23.681 in and make it play nice with all00:14:23.681 --> 00:14:26.070 the other features that we have.00:14:26.070 --> 00:14:28.110 Interest rates.00:14:28.110 --> 00:14:28.483 Fascinating,00:14:28.483 --> 00:14:31.840 I think I'd just give this to his client.00:14:31.840 --> 00:14:33.090 We were just talking about00:14:33.090 --> 00:14:34.090 this or walking through.00:14:34.090 --> 00:14:37.100 It might have been lumber.00:14:37.100 --> 00:14:38.675 Anyway, I could skip over00:14:38.675 --> 00:14:39.935 that one ignore this.00:14:42.950 --> 00:14:46.174 Uhm, you can set shipping cost by category00:14:46.174 --> 00:14:49.286 so you can set it to wear at this.00:14:49.290 --> 00:14:52.274 This is in 2020 DOT 4.8 as well,00:14:52.280 --> 00:14:54.814 but you can set shipping costs per00:14:54.814 --> 00:14:57.854 category so you can set like a order00:14:57.854 --> 00:14:59.734 minimum for your shipping cost.00:14:59.740 --> 00:15:01.600 Or you can actually set.00:15:01.600 --> 00:15:04.576 Sorry, never mind that one's gone to hell,00:15:04.580 --> 00:15:09.395 it's not I just demo'd it really it's not.00:15:09.400 --> 00:15:11.668 Release OK, so we may have to work backwards00:15:11.668 --> 00:15:13.638 if any of your projects need that.00:15:15.770 --> 00:15:16.620 Cool.00:15:18.800 --> 00:15:22.046 I've been spending too much time00:15:22.046 --> 00:15:25.090 on a 2021.1, apparently, UM.00:15:25.090 --> 00:15:29.350 Casey, I might just go to.00:15:29.350 --> 00:15:32.545 Uinta Jelveh that's a I guess you have that.00:15:32.550 --> 00:15:35.028 There is probably just go to lumber.00:15:35.030 --> 00:15:37.160 I'll just go to lumber traders.00:15:37.160 --> 00:15:39.673 Yeah, and then you can view all00:15:39.673 --> 00:15:41.778 of their category hot mess and.00:15:44.760 --> 00:15:46.745 This is actually good because00:15:46.745 --> 00:15:48.333 I've been working through00:15:48.333 --> 00:15:50.390 this with the clients so uhm,00:15:50.390 --> 00:15:52.640 they didn't have any top level00:15:52.640 --> 00:15:54.140 categories within their data.00:15:54.140 --> 00:15:55.636 They had absolutely nothing00:15:55.636 --> 00:15:57.506 set up for that level,00:15:57.510 --> 00:16:00.471 so I actually went through and got00:16:00.471 --> 00:16:02.927 a category taxonomy from them that00:16:02.927 --> 00:16:05.503 they had sent over and I created00:16:05.587 --> 00:16:07.977 the top level categories for00:16:07.977 --> 00:16:10.367 them based on their information.00:16:10.370 --> 00:16:15.195 So. It's actually when you when00:16:15.195 --> 00:16:17.930 you create new categories it00:16:18.031 --> 00:16:20.665 comes in based on like the.00:16:20.670 --> 00:16:22.230 Dang it, come on, uh,00:16:22.230 --> 00:16:24.454 the order of record creation so we had00:16:24.454 --> 00:16:26.906 synched all of their products and categories.00:16:26.910 --> 00:16:29.087 That was that were in their database.00:16:29.090 --> 00:16:31.226 And then I had to go in and00:16:31.226 --> 00:16:32.840 create these new categories.00:16:32.840 --> 00:16:35.064 So these are all showing on the last00:16:35.064 --> 00:16:37.695 page but you can see here that I've00:16:37.695 --> 00:16:39.410 created the categories I've started00:16:39.410 --> 00:16:41.882 to set some of them up with children,00:16:41.890 --> 00:16:44.193 but then I realized I don't know00:16:44.193 --> 00:16:45.808 enough about hardware or tools00:16:45.808 --> 00:16:47.500 to continue to do the thing.00:16:50.660 --> 00:16:53.477 So I created tools for them and basically all00:16:53.477 --> 00:16:56.452 I did was come in and add a new category.00:16:56.460 --> 00:16:59.810 I gave it a name, I gave it a display name,00:16:59.810 --> 00:17:02.634 I gave it the custom key and I00:17:02.634 --> 00:17:04.907 basically kept these all the same.00:17:04.910 --> 00:17:07.854 And then I gave it an SCO URL.00:17:07.860 --> 00:17:10.479 So I think we had touched base on this00:17:10.479 --> 00:17:13.548 a couple of meetings ago where I was00:17:13.548 --> 00:17:16.439 discussing the SCO URL that is necessary00:17:16.439 --> 00:17:18.929 for products as well as categories.00:17:18.930 --> 00:17:21.786 And this is something that is specific00:17:21.786 --> 00:17:24.375 to being able to index the product00:17:24.375 --> 00:17:27.472 and it to be able to be visible in00:17:27.472 --> 00:17:29.999 a search engine as well as being00:17:30.000 --> 00:17:32.220 able to be visible within Seth.00:17:32.220 --> 00:17:34.060 This is a required field.00:17:34.060 --> 00:17:35.242 It's not marked.00:17:35.242 --> 00:17:37.474 As required, and and typically I,00:17:37.474 --> 00:17:40.130 I don't really know the full reason00:17:40.130 --> 00:17:43.021 behind it not being marked as required00:17:43.021 --> 00:17:45.690 other than we kind of want the00:17:45.690 --> 00:17:48.224 customer to pay attention to it and00:17:48.224 --> 00:17:50.898 make sure that it's set up because00:17:50.898 --> 00:17:53.934 this is going to display as the URL.00:17:53.940 --> 00:17:59.680 So if I set it up for just tools and stuff.00:17:59.680 --> 00:18:02.599 It would actually think it's not that.00:18:02.600 --> 00:18:04.637 I think it's not set is required00:18:04.637 --> 00:18:06.902 because you may wanna add test products00:18:06.902 --> 00:18:09.450 without being able to have them visible,00:18:09.450 --> 00:18:12.050 and that's an easy way to do that.00:18:12.050 --> 00:18:14.990 Obviously there there is the is visible.00:18:14.990 --> 00:18:18.086 Sure, and then also being able to like,00:18:18.090 --> 00:18:20.030 I guess, change it, yeah,00:18:20.030 --> 00:18:23.061 but yeah like you said but there00:18:23.061 --> 00:18:26.949 is no way to see a product on the.00:18:26.950 --> 00:18:28.800 Catalog or product details page.00:18:28.800 --> 00:18:31.476 If there isn't nescio URL 'cause00:18:31.476 --> 00:18:33.760 it can't generate the page.00:18:33.760 --> 00:18:37.974 Like physically, it can't generate it so.00:18:37.980 --> 00:18:39.960 Another call out to this particular00:18:39.960 --> 00:18:41.905 field is that it's very similar00:18:41.905 --> 00:18:44.153 to the custom key and it needs to00:18:44.216 --> 00:18:45.500 be computer readable,00:18:45.500 --> 00:18:47.462 so we can't have spaces or00:18:47.462 --> 00:18:48.770 weird characters in there,00:18:48.770 --> 00:18:50.648 so that could be another reason00:18:50.648 --> 00:18:52.699 why it's not marked as required.00:18:52.700 --> 00:18:54.590 If it comes just like builted00:18:54.590 --> 00:18:56.290 as part of the sink,00:18:56.290 --> 00:18:59.794 and they have weird data in their product00:18:59.794 --> 00:19:02.700 names like lumber for instance as.00:19:02.700 --> 00:19:05.708 Parentheses and they have00:19:05.708 --> 00:19:08.716 special characters for a.00:19:08.720 --> 00:19:09.590 Quotes I think,00:19:09.590 --> 00:19:11.620 and they have a couple of brackets00:19:11.680 --> 00:19:14.088 and some of their their data and that00:19:14.088 --> 00:19:15.799 would actually break the SCO URL.00:19:15.800 --> 00:19:17.968 So if we do want to generate that00:19:17.968 --> 00:19:19.050 for our client,00:19:19.050 --> 00:19:21.410 it's easy enough to do in the database,00:19:21.410 --> 00:19:23.831 but they do have to put like a data00:19:23.831 --> 00:19:25.847 formatter on it to just clean out00:19:25.847 --> 00:19:27.675 all of those characters extra white00:19:27.675 --> 00:19:29.285 spaces and just basically strip00:19:29.285 --> 00:19:31.220 it so that it's URL friendly.00:19:31.220 --> 00:19:31.540 Uhm,00:19:31.540 --> 00:19:33.460 so that could be another reason00:19:33.518 --> 00:19:35.804 why it's not just something that's00:19:35.804 --> 00:19:38.350 automatically filled in, UM?00:19:38.350 --> 00:19:40.317 But just as a call out there,00:19:40.320 --> 00:19:42.368 it does need to be SCO and URL00:19:42.368 --> 00:19:43.988 friendly so that it actually,00:19:43.990 --> 00:19:46.528 if if I had a white space in here,00:19:46.530 --> 00:19:49.068 I think it won't even let me save it.00:19:49.070 --> 00:19:51.320 Yep, turns red.00:19:51.320 --> 00:19:53.413 And if it ever comes up 'cause00:19:53.413 --> 00:19:54.310 it has for00:19:54.385 --> 00:19:56.826 me that the clients like, well, what?00:19:56.826 --> 00:19:58.982 What do I put in there like00:19:58.982 --> 00:20:01.100 I don't know what to put?00:20:01.100 --> 00:20:03.728 UM they can the easiest they can do is00:20:03.728 --> 00:20:06.319 use their SKUs or their custom keys,00:20:06.320 --> 00:20:09.648 but that's not going to be SCO friendly.00:20:09.650 --> 00:20:12.554 Like Google is not gonna care about that.00:20:12.560 --> 00:20:15.008 The alternative that I've told clients00:20:15.008 --> 00:20:18.454 to do and you'll see this in a lot of00:20:18.454 --> 00:20:21.203 my projects is put the name and just00:20:21.203 --> 00:20:23.471 do dashes where there are spaces.00:20:23.480 --> 00:20:24.569 That's usually fine.00:20:24.569 --> 00:20:26.384 You can also do a.00:20:26.390 --> 00:20:27.482 There's certain things00:20:27.482 --> 00:20:28.938 that Ron would recommend,00:20:28.940 --> 00:20:31.364 and I would highly recommend anybody00:20:31.364 --> 00:20:33.987 who's doing this stuff to do like00:20:33.987 --> 00:20:35.859 an SCO review with Ron Miller.00:20:35.860 --> 00:20:38.314 I know Daniel basically required it00:20:38.314 --> 00:20:41.109 back when we were in the office.00:20:41.110 --> 00:20:43.602 Uh, it's just meetings with him where00:20:43.602 --> 00:20:46.638 he can go over like best practices,00:20:46.640 --> 00:20:48.950 but at the very least tell00:20:48.950 --> 00:20:50.990 them like either the skew.00:20:50.990 --> 00:20:53.489 If they truly don't care about SCO00:20:53.489 --> 00:20:55.730 value and some projects won't.00:20:55.730 --> 00:20:57.310 For variety of reasons,00:20:57.310 --> 00:21:00.142 UM or utilized names and just replace00:21:00.142 --> 00:21:03.625 spaces with dashes and and like she 70 said,00:21:03.630 --> 00:21:05.605 don't have any like special00:21:05.605 --> 00:21:06.790 characters and brackets.00:21:10.420 --> 00:21:12.952 But it's it's good to give, uh, the00:21:12.952 --> 00:21:15.480 the client options when they ask me to.00:21:17.560 --> 00:21:20.176 I know in most cases we try to, uh,00:21:20.176 --> 00:21:23.090 and it it kind of depends on the client too.00:21:23.090 --> 00:21:25.194 Some of them have their own people that00:21:25.194 --> 00:21:29.159 are very versed in marketing, some do not.00:21:29.160 --> 00:21:32.618 I usually try to keep casing in.00:21:32.620 --> 00:21:34.228 The SCO URL information,00:21:34.228 --> 00:21:36.970 but some people specifically want it all.00:21:36.970 --> 00:21:37.758 Lower case.00:21:37.758 --> 00:21:40.516 Some people simply want it all uppercase,00:21:40.520 --> 00:21:43.730 so it's it's really just dependent.00:21:43.730 --> 00:21:44.866 On their specific needs,00:21:44.866 --> 00:21:46.278 Daniel, do you remember what?00:21:48.470 --> 00:21:50.390 Sorry, do you remember what00:21:50.390 --> 00:21:51.926 Daniel would Ron recommended?00:21:51.930 --> 00:21:54.300 I always forget if it's supposed00:21:54.300 --> 00:21:56.529 to be upper case or not.00:21:56.530 --> 00:21:58.840 I think it's all lower case.00:21:58.840 --> 00:22:02.410 All lower case is the recommendation.00:22:02.410 --> 00:22:04.320 That's my understanding as well,00:22:04.320 --> 00:22:06.606 but again it won't hurt it.00:22:06.610 --> 00:22:09.526 It's more of just an SCO.00:22:09.530 --> 00:22:11.402 Bring me thinking and doing a00:22:11.402 --> 00:22:13.070 little bit of research on it.00:22:13.070 --> 00:22:15.247 Can't hurt, but Ron is so knowledgeable00:22:15.247 --> 00:22:18.032 on it that just a 30 minute one hour00:22:18.032 --> 00:22:19.639 meeting with him could probably00:22:19.639 --> 00:22:21.715 give you a lot of information.00:22:21.720 --> 00:22:24.200 I just haven't had to deal with it in awhile,00:22:24.200 --> 00:22:27.530 so that's why I asked, sure.00:22:27.530 --> 00:22:30.351 Uhm, the next thing on this particular00:22:30.351 --> 00:22:33.227 page to call out would be the uh,00:22:33.230 --> 00:22:34.544 sort order.00:22:34.544 --> 00:22:37.829 So this actually controls where00:22:37.829 --> 00:22:41.400 something lives in the mega menu.00:22:41.400 --> 00:22:43.320 So with lumber traders.00:22:46.730 --> 00:22:48.725 Because that one is sort order one.00:22:48.730 --> 00:22:52.664 It's the first one that comes up.00:22:52.670 --> 00:22:55.582 So this got real pretty over the last00:22:55.582 --> 00:23:00.100 24 hours. Isn't that a nice thing?00:23:00.100 --> 00:23:02.084 That did not look like that the last00:23:02.084 --> 00:23:04.165 time I looked at it, that's go away,00:23:04.165 --> 00:23:07.340 it comes back. It's great.00:23:07.340 --> 00:23:10.238 Uh, that is we're just looking.00:23:10.240 --> 00:23:12.628 Isn't that nice? I'm very excited.00:23:12.630 --> 00:23:16.826 Well done. Remind me to give kudos to,00:23:16.830 --> 00:23:20.010 uh, Jonathan Miller on that, UM?00:23:20.010 --> 00:23:22.978 So the sort order actually can controls00:23:22.978 --> 00:23:26.368 the order of the top level categories.00:23:26.370 --> 00:23:28.458 Uhm, I believe that and anybody00:23:28.458 --> 00:23:30.460 feel free to correct me here.00:23:30.460 --> 00:23:32.609 I believe that you can also control00:23:32.609 --> 00:23:34.719 the order of these sub level00:23:34.719 --> 00:23:36.594 categories in the same fashion,00:23:36.600 --> 00:23:38.646 but by doing it slightly differently,00:23:38.650 --> 00:23:41.170 like one through 10 or something00:23:41.170 --> 00:23:43.685 and then like doing the next00:23:43.685 --> 00:23:45.929 group of like 20 through 30.00:23:45.930 --> 00:23:48.386 But I'm not 100% sure on that one.00:23:50.820 --> 00:23:52.490 In cancer crisper question yeah.00:23:52.490 --> 00:23:54.488 Honestly, I'm trying to remember that.00:23:54.490 --> 00:23:57.170 I think that's when we're still hashing out.00:23:57.170 --> 00:23:59.168 I know that there's an outstanding00:23:59.168 --> 00:24:01.506 ticket for this, so we are either00:24:01.506 --> 00:24:03.510 going to have to discuss it.00:24:03.510 --> 00:24:06.519 It's in our issues Doc oh, so it's pending.00:24:10.200 --> 00:24:11.760 Good to know for now.00:24:11.760 --> 00:24:14.368 Yeah it's I believe it is just the00:24:14.368 --> 00:24:16.730 mega menu that that controls OK.00:24:16.730 --> 00:24:20.153 Pull up and then the remaining I00:24:20.153 --> 00:24:23.218 believe is actually controlled by a.00:24:23.220 --> 00:24:26.442 Maybe the record order of how00:24:26.442 --> 00:24:30.340 you set it up for children.00:24:30.340 --> 00:24:33.584 So. For hardware,00:24:33.584 --> 00:24:36.520 when I went in and set this up.00:24:40.600 --> 00:24:43.970 I went into a, set it up in here and00:24:44.072 --> 00:24:47.289 then I put an image in. No, I didn't.00:24:49.480 --> 00:24:53.683 Uh. Let me get back to where it was.00:24:53.690 --> 00:24:55.590 Sorry again, squarely again, squirrely.00:24:55.590 --> 00:24:57.870 I did it. No, I did.00:24:57.870 --> 00:25:00.130 I didn't do the thing, UM,00:25:00.130 --> 00:25:03.370 the way that I set this up for hardware00:25:03.459 --> 00:25:06.375 was just actually searching for the00:25:06.375 --> 00:25:08.885 term hardware in their categories00:25:08.885 --> 00:25:11.759 and just hoping for the best.00:25:11.760 --> 00:25:13.575 So these were the results00:25:13.575 --> 00:25:15.690 and the order they came up.00:25:15.690 --> 00:25:18.042 And so I actually set them up00:25:18.042 --> 00:25:19.969 as children in this order.00:25:19.970 --> 00:25:23.030 So I just went in once I had the00:25:23.030 --> 00:25:25.613 category built out and I went00:25:25.613 --> 00:25:27.768 into Bath hardware that already00:25:27.860 --> 00:25:30.020 existed and I edited that.00:25:30.020 --> 00:25:32.516 And then I gave it a parent category.00:25:32.520 --> 00:25:34.711 So this is where you do your00:25:34.711 --> 00:25:35.650 associations for categories,00:25:35.650 --> 00:25:38.058 you come into the child and then00:25:38.058 --> 00:25:41.227 you go to the parent category tree.00:25:41.230 --> 00:25:42.030 And again,00:25:42.030 --> 00:25:44.830 this is in order of record creation.00:25:44.830 --> 00:25:48.785 It's it started off all nice and.00:25:48.790 --> 00:25:50.143 Alphabetical, but then.00:25:50.143 --> 00:25:53.300 As I started creating those new categories,00:25:53.300 --> 00:25:56.650 it all comes down here into the end of it,00:25:56.650 --> 00:25:59.274 so it was in order of record creation00:25:59.274 --> 00:26:02.680 and I came in and added here hey stop it,00:26:02.680 --> 00:26:04.930 a hardware as the parent just00:26:04.930 --> 00:26:07.072 by clicking the button and then00:26:07.072 --> 00:26:09.039 you can see up at the top.00:26:11.830 --> 00:26:14.077 You have so many categories that the00:26:14.077 --> 00:26:15.835 parent category for this particular00:26:15.835 --> 00:26:17.675 sub category is now hardware.00:26:19.770 --> 00:26:21.845 And then. Under hardware you00:26:21.845 --> 00:26:25.218 can see that it has children by00:26:25.218 --> 00:26:27.638 this little collapsible arrow.00:26:27.640 --> 00:26:31.376 Here on this side. So it's got these00:26:31.376 --> 00:26:34.057 all associated as children to it.00:26:34.060 --> 00:26:38.182 Now in order to get a third level category.00:26:38.190 --> 00:26:40.644 If I wanted to put plumbing00:26:40.644 --> 00:26:43.240 as part of Bath hardware,00:26:43.240 --> 00:26:46.180 I would go into the plumbing00:26:46.180 --> 00:26:48.702 category and then Scroll down00:26:48.702 --> 00:26:51.474 to hardware and then find the.00:26:51.480 --> 00:26:53.328 The tree here and add it00:26:53.328 --> 00:26:54.920 again and then you can.00:26:54.920 --> 00:26:56.490 You can tie this out.00:26:56.490 --> 00:26:59.724 I believe we can do 7 levels.00:26:59.730 --> 00:27:01.142 But they're not indexed,00:27:01.142 --> 00:27:03.930 so they're not gonna show in the menu.00:27:03.930 --> 00:27:07.080 The menu is only going to go to three,00:27:07.080 --> 00:27:08.392 they think.00:27:08.392 --> 00:27:09.048 Correct?00:27:11.560 --> 00:27:13.716 You can also add images to your00:27:13.716 --> 00:27:15.897 categories so we could come in here00:27:15.897 --> 00:27:18.007 and select a file which I'm not00:27:18.007 --> 00:27:20.167 going to do 'cause I don't have all00:27:20.167 --> 00:27:23.230 of their images set up just yet.00:27:23.230 --> 00:27:25.714 Uhm, I I wouldn't begin to know from their00:27:25.714 --> 00:27:27.685 images what any of these things are.00:27:27.690 --> 00:27:31.407 So if I try, it gets squirrely.00:27:31.410 --> 00:27:33.234 But you could also select images00:27:33.234 --> 00:27:35.071 for your categories and this will00:27:35.071 --> 00:27:36.763 display on the category landing page00:27:36.763 --> 00:27:38.851 or in the case with some clients00:27:38.851 --> 00:27:40.910 depending on how they build things out.00:27:43.280 --> 00:27:45.305 You can potentially have thumbnails00:27:45.305 --> 00:27:46.925 for the category landing.00:27:46.930 --> 00:27:49.562 Now these guys have a totally different00:27:49.562 --> 00:27:52.210 mega menu styling that's been hardcoded,00:27:52.210 --> 00:27:54.901 but we you can see here that we do00:27:54.901 --> 00:27:57.006 have thumbnails for the categories00:27:57.006 --> 00:28:00.207 so it will display just an image00:28:00.207 --> 00:28:02.359 for that particular category.00:28:02.360 --> 00:28:03.090 That's great.00:28:03.090 --> 00:28:05.280 This also will display if they00:28:05.280 --> 00:28:07.640 build out category landing pages,00:28:07.640 --> 00:28:10.293 so you can add your images here00:28:10.293 --> 00:28:12.619 for any category landing pages.00:28:12.620 --> 00:28:14.816 So if they have it set up so that00:28:14.816 --> 00:28:16.572 when navigating to a category00:28:16.572 --> 00:28:18.732 rather than going to the search00:28:18.803 --> 00:28:20.798 results for that full category,00:28:20.800 --> 00:28:22.935 you actually end up on a category00:28:22.935 --> 00:28:24.791 landing page that they can control00:28:24.791 --> 00:28:26.842 and they can add content for the00:28:26.904 --> 00:28:28.640 category landing page header.00:28:28.640 --> 00:28:30.280 They can do the sidebar,00:28:30.280 --> 00:28:32.569 they can add information to the footer,00:28:32.570 --> 00:28:34.859 so that's all controlled through stuff here.00:28:39.720 --> 00:28:42.289 That's pretty much it for the category.00:28:42.290 --> 00:28:43.388 Oh attributes. Uhm,00:28:43.388 --> 00:28:45.584 you can assign attributes to categories.00:28:45.590 --> 00:28:48.533 I don't know of a good use case for00:28:48.533 --> 00:28:50.730 category attributes at this time,00:28:50.730 --> 00:28:53.271 so I will leave it to those00:28:53.271 --> 00:28:55.129 who are smarter than me.00:28:55.130 --> 00:28:57.510 I think with those that's just kind00:28:57.510 --> 00:29:00.269 of like one of those useful things.00:29:00.270 --> 00:29:03.430 Should you need logic.00:29:03.430 --> 00:29:05.718 Yeah, there there is exactly what it is.00:29:05.720 --> 00:29:08.480 Here is their their filter.00:29:08.480 --> 00:29:10.694 It's just a it's it's yeah00:29:10.694 --> 00:29:12.945 attributes are property of a product00:29:12.945 --> 00:29:15.033 and it can really be anything.00:29:15.040 --> 00:29:16.051 Property and value.00:29:16.051 --> 00:29:17.736 And there it's used to.00:29:17.740 --> 00:29:20.476 It can be used for filtering and and yeah00:29:20.476 --> 00:29:23.464 I mean not be used for flagging things.00:29:23.470 --> 00:29:25.240 So for instance if you want00:29:25.240 --> 00:29:27.264 to flag a certain category or00:29:27.264 --> 00:29:29.189 a set of categories together,00:29:29.190 --> 00:29:31.899 you could tie them to an attribute00:29:31.899 --> 00:29:34.249 and then in the code set.00:29:34.250 --> 00:29:37.008 You know if this category has this00:29:37.008 --> 00:29:38.604 attribute triggered this workflow00:29:38.604 --> 00:29:41.332 so that that's they do that kind of00:29:41.332 --> 00:29:43.289 across the board with attributes00:29:43.289 --> 00:29:45.611 on everything up for that exact.00:29:45.620 --> 00:29:47.510 My understanding is for that00:29:47.510 --> 00:29:49.022 purpose available for logic.00:29:51.210 --> 00:29:53.810 Yeah, for the record.00:29:53.810 --> 00:29:59.618 This is this is, UM. 2020 DOT 4.8.00:30:01.930 --> 00:30:04.690 And we do have these features in here.00:30:04.690 --> 00:30:07.795 I just don't know if they're fully built out.00:30:07.800 --> 00:30:10.896 So uhm before showing it off to a client.00:30:10.900 --> 00:30:13.228 UM, even though it is in there will00:30:13.228 --> 00:30:15.777 want to make sure that everything like00:30:15.777 --> 00:30:18.489 obviously I wanna get for these guys,00:30:18.490 --> 00:30:20.762 but this is kind of across the board00:30:20.762 --> 00:30:22.630 for their particular instance.00:30:22.630 --> 00:30:25.390 I need to get the UI translations fixed,00:30:25.390 --> 00:30:28.639 but this is one of those things that we're00:30:28.639 --> 00:30:31.335 going to want to test out before we.00:30:31.340 --> 00:30:33.720 Like launch into a training with the00:30:33.720 --> 00:30:36.375 client to teach them how to use this up,00:30:36.380 --> 00:30:38.116 just to make sure that it's working,00:30:38.120 --> 00:30:39.566 and then maybe confirm with your00:30:39.566 --> 00:30:40.831 client that this is something00:30:40.831 --> 00:30:42.574 that they're going to want to do.00:30:42.580 --> 00:30:44.556 If we need to build out any workflows.00:30:44.560 --> 00:30:46.912 If we find anything that's not00:30:46.912 --> 00:30:48.480 currently working in here.00:30:48.480 --> 00:30:50.960 So yeah, but fault are getting turned off.00:30:50.960 --> 00:30:52.868 There's actually an outstanding for ticket00:30:52.868 --> 00:30:54.988 that has been outstanding for quite awhile.00:30:54.990 --> 00:30:56.174 To turn these off,00:30:56.174 --> 00:30:58.336 so that's one of the reasons why00:30:58.336 --> 00:31:00.226 they made probably made it onto00:31:00.226 --> 00:31:01.810 lumber just to call out.00:31:01.810 --> 00:31:03.721 And I think when it was removed00:31:03.721 --> 00:31:05.992 the first time with it being in00:31:05.992 --> 00:31:07.384 like associated with shipping,00:31:07.390 --> 00:31:09.413 it actually turned off like a lot00:31:09.413 --> 00:31:11.418 of things in the address book.00:31:11.420 --> 00:31:13.282 'cause I never just went in and00:31:13.282 --> 00:31:15.233 turned it off and account registration00:31:15.233 --> 00:31:16.685 was all messed up.00:31:16.690 --> 00:31:19.120 Tech out was all messed up.00:31:19.120 --> 00:31:19.436 Uh,00:31:19.436 --> 00:31:22.280 and so it touches a few things that I00:31:22.361 --> 00:31:25.369 think we're just gonna hide it for now,00:31:25.370 --> 00:31:27.446 not necessarily turn that setting off,00:31:27.450 --> 00:31:29.526 because with Seth everything is connected.00:31:29.530 --> 00:31:30.667 Everything is intertwined.00:31:30.667 --> 00:31:32.941 So Justin turning something off like00:31:32.941 --> 00:31:34.599 free shipping affects the address00:31:34.599 --> 00:31:37.149 book in a way where, like all right?00:31:37.149 --> 00:31:37.492 Well,00:31:37.492 --> 00:31:40.630 let's just hide it for now because it it.00:31:40.630 --> 00:31:42.718 It touches a lot of stuff,00:31:42.720 --> 00:31:45.156 so anybody that has new clients coming00:31:45.156 --> 00:31:48.270 on to 2020 DOT 4.8 that are using this,00:31:48.270 --> 00:31:49.478 you might want to.00:31:49.478 --> 00:31:51.290 Create a ticket for your developers00:31:51.351 --> 00:31:53.346 to go in and hide these particular00:31:53.346 --> 00:31:55.334 features so that it doesn't potentially00:31:55.334 --> 00:31:57.119 impact things down the line.00:31:59.690 --> 00:32:00.710 100% yes.00:32:04.020 --> 00:32:09.216 Ah, that pretty much covers categories.00:32:09.220 --> 00:32:11.932 So I think what was the next one00:32:11.932 --> 00:32:14.874 you wanted to kind of go into00:32:14.874 --> 00:32:16.622 users and account associations,00:32:16.630 --> 00:32:18.422 users and account associations.00:32:18.422 --> 00:32:22.156 I think this is one of the most00:32:22.156 --> 00:32:24.561 important aspects that's kind of00:32:24.561 --> 00:32:28.740 confusing at the same time. Uhm?00:32:28.740 --> 00:32:31.068 I don't know why it's confusing to me,00:32:31.070 --> 00:32:33.398 but for some reason it's confusing to me.00:32:33.400 --> 00:32:35.140 I understand it now, of course,00:32:35.140 --> 00:32:37.760 but uh, it took it. Took me a while.00:32:37.760 --> 00:32:39.800 But yeah, so yeah sorry, short answer.00:32:39.800 --> 00:32:41.250 Yes, at constant users please.00:32:41.250 --> 00:32:44.058 Thank you, OK?00:32:44.060 --> 00:32:46.700 I will do my level best,00:32:46.700 --> 00:32:48.900 but I'm still struggling learning00:32:48.900 --> 00:32:50.660 this one myself, sure.00:32:52.820 --> 00:32:54.927 There are some. Again, it's kind of00:32:54.927 --> 00:32:57.370 the same menu and the same navigation,00:32:57.370 --> 00:32:59.970 so you can see over on the left.00:32:59.970 --> 00:33:02.358 We have basically the same fields00:33:02.358 --> 00:33:05.029 up to associate or to filter by.00:33:05.030 --> 00:33:08.450 Uhm? You have a custom key,00:33:08.450 --> 00:33:10.526 just like with any other table.00:33:10.530 --> 00:33:11.914 This is something that00:33:11.914 --> 00:33:13.644 you don't want to change.00:33:13.650 --> 00:33:15.732 You've got the name and then00:33:15.732 --> 00:33:17.120 contact information I believe.00:33:20.030 --> 00:33:21.685 I don't know if that's00:33:21.685 --> 00:33:22.680 entirely necessary, but.00:33:25.070 --> 00:33:27.266 At any rate. Also,00:33:27.266 --> 00:33:28.446 just to call out though,00:33:28.450 --> 00:33:30.081 that email field and the the one00:33:30.081 --> 00:33:32.010 right next to it are also coming out,00:33:32.010 --> 00:33:33.898 so those won't be there in future releases.00:33:33.900 --> 00:33:34.848 That's what I thought.00:33:34.848 --> 00:33:36.033 That's why I didn't get00:33:36.033 --> 00:33:37.219 too deep into that one,00:33:37.220 --> 00:33:38.400 'cause I don't think that00:33:38.400 --> 00:33:39.344 that's gonna stick around.00:33:41.480 --> 00:33:45.790 So when you come in to create a new account,00:33:45.790 --> 00:33:50.810 you have the account name. Oh, geez.00:33:50.810 --> 00:33:53.696 I'm I'm in a customers thing.00:33:53.700 --> 00:33:55.530 Get outta here. Get outta here.00:33:55.530 --> 00:33:56.742 Yeah, go with that.00:33:56.742 --> 00:33:59.190 It's gonna be a good one to stay.00:33:59.190 --> 00:34:01.420 Stay flexible.00:34:01.420 --> 00:34:03.205 So just use the most recent URL.00:34:03.210 --> 00:34:05.514 I pinned it to you in our personal chat.00:34:05.520 --> 00:34:08.100 Sorry I should have posted it00:34:08.100 --> 00:34:11.960 in the meeting chat. I will.00:34:11.960 --> 00:34:14.452 And just at a super high level, at,00:34:14.452 --> 00:34:16.324 just as we're getting into this,00:34:16.330 --> 00:34:17.890 so just for our brand,00:34:17.890 --> 00:34:20.067 new folks are still figuring out stuff,00:34:20.070 --> 00:34:22.284 so I understand it all accounts00:34:22.284 --> 00:34:24.549 are the higher level for users.00:34:24.550 --> 00:34:26.584 You can have multiple users for00:34:26.584 --> 00:34:28.724 one account 'cause you can have00:34:28.724 --> 00:34:30.519 multiple accounts for one user,00:34:30.520 --> 00:34:30.870 correct?00:34:35.050 --> 00:34:37.576 Pro tip, this URL is pretty00:34:37.576 --> 00:34:39.919 much always the same despite00:34:39.919 --> 00:34:42.769 the environment that you're on.00:34:42.770 --> 00:34:44.156 And it's a lot to remember,00:34:44.160 --> 00:34:45.546 so I just copy paste it.00:34:50.800 --> 00:34:55.986 And of course. Just a second. Yes,00:34:55.986 --> 00:34:57.848 I have not saved my password here.00:35:07.360 --> 00:35:07.750 Come on.00:35:11.740 --> 00:35:13.460 What no option to save00:35:13.460 --> 00:35:14.836 that one LastPass fine.00:35:18.040 --> 00:35:22.110 So back to accounts, uhm?00:35:22.110 --> 00:35:24.518 Yes, that looks much more like what00:35:24.518 --> 00:35:27.270 I was expecting, so we've got the oh,00:35:27.270 --> 00:35:31.344 these ones don't have a custom key.00:35:31.350 --> 00:35:33.768 Alright, I'm gonna pick on Christian.00:35:33.770 --> 00:35:39.020 Woo. Package change in your bed.00:35:43.090 --> 00:35:45.070 He has custom key now.00:35:45.070 --> 00:35:49.138 Uhm? So with the type and,00:35:49.140 --> 00:35:53.606 I believe that this actually defaults a.00:35:53.610 --> 00:35:54.900 Back to customer.00:35:54.900 --> 00:35:57.910 After the first time you save it,00:35:57.910 --> 00:36:01.258 but you can set this type up as affiliate00:36:01.258 --> 00:36:03.499 customer organization or vendors.00:36:03.500 --> 00:36:07.196 So if you have a client like Ubi00:36:07.196 --> 00:36:10.328 for example or even lumber that.00:36:10.330 --> 00:36:12.458 Is going to be having no lumber.00:36:12.460 --> 00:36:13.369 Wouldn't do this,00:36:13.369 --> 00:36:14.884 but Ubi they have stores,00:36:14.890 --> 00:36:16.410 so they're going to be.00:36:16.410 --> 00:36:18.538 They have they're going to have a00:36:18.538 --> 00:36:20.100 vendor dashboard where their vendors00:36:20.100 --> 00:36:22.186 can come in and basically they have00:36:22.186 --> 00:36:24.332 their own products or their own catalog00:36:24.332 --> 00:36:26.348 that they're going to be managing.00:36:26.348 --> 00:36:29.211 So this is where we would choose00:36:29.211 --> 00:36:32.158 that that customer is now a vendor.00:36:32.160 --> 00:36:34.946 Uh, it's something to note their account00:36:34.946 --> 00:36:38.250 types does not control roles in any regard,00:36:38.250 --> 00:36:40.280 so if you take somebody,00:36:40.280 --> 00:36:41.904 you put the administrator00:36:41.904 --> 00:36:43.528 account type on them,00:36:43.530 --> 00:36:46.442 that's not going to give them the00:36:46.442 --> 00:36:49.207 administrator role to get into the admin.00:36:49.210 --> 00:36:50.428 They're very separate.00:36:50.428 --> 00:36:51.240 I do.00:36:51.240 --> 00:36:54.208 I don't think there is any functionality00:36:54.208 --> 00:36:57.163 right now for setting a type on00:36:57.163 --> 00:36:59.563 an account other than just having00:36:59.651 --> 00:37:01.926 it there for records purpose.00:37:01.930 --> 00:37:04.370 Correct?00:37:04.370 --> 00:37:04.783 Status,00:37:04.783 --> 00:37:05.196 uh,00:37:05.196 --> 00:37:07.674 we can set different statuses or00:37:07.674 --> 00:37:10.395 control this if we wanted to so00:37:10.395 --> 00:37:12.210 that for record purposes again,00:37:12.210 --> 00:37:14.794 if they came into this account as an00:37:14.794 --> 00:37:17.698 admin and they wanted different statuses,00:37:17.700 --> 00:37:21.620 we could see that one is closed or one is.00:37:23.720 --> 00:37:25.236 These guys are awesome.00:37:25.236 --> 00:37:28.379 Do whatever they need a MVP or something00:37:28.379 --> 00:37:31.137 along those lines if they wanted to00:37:31.137 --> 00:37:33.767 have record keeping statuses here.00:37:33.770 --> 00:37:36.908 Taxable. I don't know if this00:37:36.908 --> 00:37:39.000 is fully functioning yet.00:37:39.000 --> 00:37:41.710 Just placeholder information for now.00:37:41.710 --> 00:37:43.870 Just display information in.00:37:43.870 --> 00:37:46.570 Same thing is on hold.00:37:46.570 --> 00:37:49.700 Ideally ideally go to control00:37:49.700 --> 00:37:52.204 tax calculations for everyone00:37:52.204 --> 00:37:55.248 under the account technically.00:37:55.250 --> 00:37:57.998 Although at this time based on00:37:57.998 --> 00:37:59.830 our typical avalara integration,00:37:59.830 --> 00:38:03.036 that is usually something that's API driven.00:38:03.040 --> 00:38:05.776 Uhm, are our basic avalara integration.00:38:05.780 --> 00:38:08.528 We actually would be pulling that00:38:08.528 --> 00:38:11.280 information, most likely from their ERP,00:38:11.280 --> 00:38:13.915 or that that particular account00:38:13.915 --> 00:38:16.550 in the customers avalara instance00:38:16.636 --> 00:38:19.065 would be set up as tax exempt.00:38:19.070 --> 00:38:22.150 So we will or might maybe in the00:38:22.150 --> 00:38:25.577 future be bringing this into function.00:38:25.580 --> 00:38:27.060 With the API for avalara.00:38:27.060 --> 00:38:28.830 Depending on the level of partnership,00:38:28.830 --> 00:38:32.142 but for now I think this is just a.00:38:32.150 --> 00:38:35.036 Purely visual information for the client.00:38:35.040 --> 00:38:40.544 Uhm, you can also set up their addresses.00:38:40.550 --> 00:38:43.329 With addresses this is something to note.00:38:43.330 --> 00:38:45.752 You have to have a default billing00:38:45.752 --> 00:38:48.090 and a default shipping address.00:38:48.090 --> 00:38:52.464 You can't just set up one and have them.00:38:52.470 --> 00:38:53.510 You know work together.00:38:53.510 --> 00:38:55.470 They have to be set up as00:38:55.470 --> 00:38:56.487 different records so.00:38:59.560 --> 00:39:03.228 Just as just as in you create00:39:03.228 --> 00:39:05.630 your account hold. Addresses are.00:39:08.590 --> 00:39:10.350 What were you saying?00:39:10.350 --> 00:39:12.550 Sorry it's the same time.00:39:12.550 --> 00:39:14.410 Level addresses are, like I thought,00:39:14.410 --> 00:39:15.650 account or addresses were00:39:15.650 --> 00:39:17.510 controlled at the user level, right?00:39:17.510 --> 00:39:18.750 Well, you can know.00:39:18.750 --> 00:39:21.243 But when I was about to say was so00:39:21.243 --> 00:39:23.710 if you register a new user, right?00:39:23.710 --> 00:39:25.260 Let's say from the storefront,00:39:25.260 --> 00:39:27.135 your new user automatically creates00:39:27.135 --> 00:39:29.010 an associated account based off00:39:29.070 --> 00:39:30.918 of that user and the addresses00:39:30.918 --> 00:39:32.621 you specified during new user00:39:32.621 --> 00:39:34.277 registration will populate here.00:39:34.280 --> 00:39:34.770 Right?00:39:36.860 --> 00:39:38.690 But from an account standpoint,00:39:38.690 --> 00:39:41.189 if you wanted to have like one00:39:41.189 --> 00:39:43.332 parent account for Ruby, for example,00:39:43.332 --> 00:39:45.228 we have 4 current accounts that00:39:45.228 --> 00:39:47.080 are all Chick-fil-A stores.00:39:47.080 --> 00:39:49.180 So those stores are going to00:39:49.180 --> 00:39:51.405 have their own bill to address00:39:51.405 --> 00:39:53.649 and their own ship to address,00:39:53.650 --> 00:39:55.310 but there will be multiple00:39:55.310 --> 00:39:56.970 users underneath the each one00:39:57.037 --> 00:39:58.757 of those associated accounts,00:39:58.760 --> 00:40:01.140 and those those users can have a00:40:01.140 --> 00:40:03.140 different ship to address, OK?00:40:05.790 --> 00:40:09.470 So you can update the user and it00:40:09.470 --> 00:40:12.590 won't affect the account level up.00:40:12.590 --> 00:40:14.684 But so if they're if they're00:40:14.684 --> 00:40:16.690 signing in as the master,00:40:16.690 --> 00:40:18.560 like account holder or whatever,00:40:18.560 --> 00:40:20.048 they'll they'll have that00:40:20.048 --> 00:40:21.536 defined ship to address.00:40:21.540 --> 00:40:23.712 That is based on the association00:40:23.712 --> 00:40:26.020 of the account and their user.00:40:26.020 --> 00:40:28.740 But the users that are associated to this00:40:28.740 --> 00:40:31.610 account can have multiple ship two addresses,00:40:31.610 --> 00:40:33.935 but they won't affect the00:40:33.935 --> 00:40:35.330 overall account address.00:40:35.330 --> 00:40:38.530 That makes sense, correct, Yep.00:40:38.530 --> 00:40:41.008 So basically it's all just the contact00:40:41.008 --> 00:40:43.162 information that you set up here and00:40:43.162 --> 00:40:45.370 then you would go ahead and save that.00:40:45.370 --> 00:40:47.206 I don't want to muck with00:40:47.206 --> 00:40:48.790 Trisker with Christian too much.00:40:48.790 --> 00:40:50.622 I mean I do,00:40:50.622 --> 00:40:53.370 but not for his testing purposes.00:40:53.370 --> 00:40:56.050 You can do it ever, yeah.00:40:56.050 --> 00:40:58.598 It's you can also add various images,00:40:58.600 --> 00:41:01.669 so at this point if you guys wanted to00:41:01.669 --> 00:41:04.787 come in here and test as clarity admin,00:41:04.790 --> 00:41:06.800 please add silly pictures of puppies00:41:06.800 --> 00:41:09.149 and sunglasses to be Christians user.00:41:12.560 --> 00:41:14.390 And then adding a role.00:41:14.390 --> 00:41:16.625 So this is something that00:41:16.625 --> 00:41:19.460 I need a little bit more.00:41:19.460 --> 00:41:21.122 Yes, information on and I think00:41:21.122 --> 00:41:23.175 maybe because I have all of the roles00:41:23.175 --> 00:41:25.000 it's not letting me out a new one.00:41:28.650 --> 00:41:30.855 Maybe that's just on the user level.00:41:30.860 --> 00:41:33.968 OK, I'll ignore that.00:41:33.970 --> 00:41:35.704 This is where you would associate00:41:35.704 --> 00:41:37.772 users to an account so you can add00:41:37.772 --> 00:41:39.432 a brand new user to this account00:41:39.432 --> 00:41:41.394 by it basically creating the user.00:41:41.400 --> 00:41:43.866 I think this may be buggy at the moment.00:41:43.870 --> 00:41:46.345 I was about to give the disclaimer this one.00:41:46.350 --> 00:41:47.640 Yeah, so you're probably going00:41:47.640 --> 00:41:51.110 to run into a few things, but.00:41:51.110 --> 00:41:53.400 Sir, from inside the account00:41:53.400 --> 00:41:56.812 level and go to add existing user00:41:56.812 --> 00:41:59.890 and searched by that user so.00:41:59.890 --> 00:42:04.080 Let's see. We can search by now.00:42:08.140 --> 00:42:10.438 Oh, OK. Uhm?00:42:12.610 --> 00:42:14.776 We're going to add clarity app.00:42:17.530 --> 00:42:20.060 So now we have a new user under this account.00:42:22.710 --> 00:42:23.210 Miller00:42:25.350 --> 00:42:26.738 hey can I come?00:42:26.738 --> 00:42:30.199 Can I give you a quick potential bug?00:42:30.200 --> 00:42:31.412 Actually note Christian,00:42:31.412 --> 00:42:34.240 I went to that with you yesterday,00:42:34.240 --> 00:42:38.860 didn't I? Which one?00:42:38.860 --> 00:42:43.810 That weird user association thing. Me.00:42:46.500 --> 00:42:47.820 I don't think we saw.00:42:47.820 --> 00:42:49.200 I don't think we got into00:42:49.200 --> 00:42:50.720 the admin for GLB yesterday.00:42:50.720 --> 00:42:52.568 The last thing I did was yeah,00:42:52.570 --> 00:42:54.466 if you had the admin URL who's throwing00:42:54.466 --> 00:42:56.529 a 404 with that string than normal.00:42:56.530 --> 00:42:58.634 Yeah yeah I can get that to you.00:42:58.640 --> 00:42:59.700 Hey Steph, I'm sorry.00:43:01.860 --> 00:43:04.636 So good, so good. Then got it buddy.00:43:04.640 --> 00:43:07.710 Oh no, I I was waiting on you guys finished.00:43:07.710 --> 00:43:08.942 I'm sorry I'm sorry.00:43:08.942 --> 00:43:11.550 No, I just wanted to know.00:43:11.550 --> 00:43:13.662 'cause I know you're just kind of going00:43:13.662 --> 00:43:16.920 through the the system right now, but uhm.00:43:16.920 --> 00:43:19.050 If I had a suggestion like.00:43:19.050 --> 00:43:21.106 That I feel like would improve the platform.00:43:21.110 --> 00:43:24.566 Do I just make that directly to you?00:43:24.570 --> 00:43:25.578 OK yes please.00:43:25.578 --> 00:43:28.570 What is it you sound so confident already?00:43:28.570 --> 00:43:30.286 Can you we? I mean, I,00:43:30.286 --> 00:43:32.574 I'm I can show you it's trust me,00:43:32.580 --> 00:43:35.015 it's burning in the back00:43:35.015 --> 00:43:37.450 of my mind right now.00:43:37.450 --> 00:43:39.646 Your control Sir. Show me no.00:43:39.650 --> 00:43:42.874 Just if you go to go to accounts00:43:42.874 --> 00:43:45.658 real quick real quick again an.00:43:45.660 --> 00:43:48.148 Just. You know,00:43:48.148 --> 00:43:49.891 and I wouldn't know anything like this00:43:49.891 --> 00:43:51.430 outside or just with the experience.00:43:51.430 --> 00:43:52.450 First of all,00:43:52.450 --> 00:43:54.830 key doesn't mean anything to a customer.00:43:54.830 --> 00:43:56.046 Or an end user,00:43:56.046 --> 00:43:59.041 so we may need to either get rid of it00:43:59.041 --> 00:44:01.478 or figure out a way to describe that00:44:01.478 --> 00:44:04.656 column in a way that is more user friendly,00:44:04.656 --> 00:44:07.184 and then the other feedback I have is,00:44:07.190 --> 00:44:07.483 well,00:44:07.483 --> 00:44:09.534 the three dot menu is great as00:44:09.534 --> 00:44:11.628 far as you know the options,00:44:11.630 --> 00:44:13.709 but what would really be great to00:44:13.709 --> 00:44:16.012 see on this screen would be the00:44:16.012 --> 00:44:18.028 number of users in that account00:44:18.102 --> 00:44:20.223 out beside it and then it's like00:44:20.223 --> 00:44:22.732 a number that is a hyper link00:44:22.732 --> 00:44:25.480 that you click that takes you to.00:44:25.480 --> 00:44:27.664 A filtered view of those users in00:44:27.664 --> 00:44:30.556 the in the actual user screen so that00:44:30.556 --> 00:44:33.080 it shows that link between the two.00:44:33.080 --> 00:44:33.338 Uhm,00:44:33.338 --> 00:44:34.628 and there's a couple other00:44:34.628 --> 00:44:35.660 things too that too,00:44:35.660 --> 00:44:37.172 but that's that's just a couple00:44:37.172 --> 00:44:39.008 basic things that I don't know how00:44:39.008 --> 00:44:40.556 hard that would be to implement,00:44:40.560 --> 00:44:40.820 but.00:44:43.390 --> 00:44:45.427 If you could just picture like so,00:44:45.430 --> 00:44:46.582 let's say Alyssa Peterson,00:44:46.582 --> 00:44:48.310 since that's probably just the single00:44:48.364 --> 00:44:50.080 account that's associated to her user.00:44:50.080 --> 00:44:52.117 There would just be a one there,00:44:52.120 --> 00:44:54.157 and then if you click that one,00:44:54.160 --> 00:44:56.326 it would take you to her.00:44:56.330 --> 00:44:58.465 To the user screen filtered by her00:44:58.465 --> 00:45:00.817 so you would see her detail there.00:45:00.820 --> 00:45:03.252 But like let's let's say that you have00:45:03.252 --> 00:45:05.959 a test account 512 has like 32 users.00:45:05.960 --> 00:45:07.886 You would see the number 32.00:45:07.890 --> 00:45:08.886 That's a hyperlink.00:45:08.886 --> 00:45:11.928 You click that and it takes you to the00:45:11.928 --> 00:45:13.878 user screen with filtered by those00:45:13.878 --> 00:45:16.227 32 users that you can then say OK,00:45:16.230 --> 00:45:18.316 cool and it and you should be00:45:18.316 --> 00:45:20.409 able to go back and forth.00:45:20.410 --> 00:45:23.830 So just something to think about.00:45:23.830 --> 00:45:26.470 Seen it in the only reason I am00:45:26.470 --> 00:45:29.493 that came to me is just from00:45:29.493 --> 00:45:31.317 playing around with likeasp.net,00:45:31.320 --> 00:45:32.694 storefront and WooCommerce.00:45:32.694 --> 00:45:34.984 There they have some dashboard00:45:34.984 --> 00:45:36.589 functionality that's very similar00:45:36.589 --> 00:45:38.794 to that and it's very user friendly.00:45:38.800 --> 00:45:42.760 We don't talk about WooCommerce here.00:45:42.760 --> 00:45:45.016 3rd, they're like they're making money,00:45:45.020 --> 00:45:47.270 but then that was a joke.00:45:47.270 --> 00:45:48.022 Yeah, sorry.00:45:48.022 --> 00:45:50.278 I'm very expensive, very pro WooCommerce.00:45:50.278 --> 00:45:51.406 I love it,00:45:51.410 --> 00:45:54.490 but I want to call out and definitely00:45:54.490 --> 00:45:56.300 something that I will raise.00:45:56.300 --> 00:45:57.464 20 Chris is here.00:45:57.464 --> 00:45:59.698 Yeah that I will write to the00:45:59.698 --> 00:46:02.212 management team 'cause that would make00:46:02.212 --> 00:46:04.762 the user experience and the client00:46:04.762 --> 00:46:07.198 experience much more friendly for this.00:46:07.200 --> 00:46:07.595 Uhm,00:46:07.595 --> 00:46:09.965 while we're still the other thing00:46:09.965 --> 00:46:13.217 is is I would get rid of roles.00:46:13.220 --> 00:46:15.188 The account level for now until00:46:15.188 --> 00:46:16.793 it's working just completely get00:46:16.793 --> 00:46:18.633 it out of the system and just and00:46:18.633 --> 00:46:20.630 just cap rolls be at the user00:46:20.630 --> 00:46:22.055 level specifically how they that's00:46:22.055 --> 00:46:23.765 how they 'cause that's how it00:46:23.765 --> 00:46:24.620 actually functions through.00:46:24.620 --> 00:46:24.905 Yeah,00:46:24.905 --> 00:46:26.330 that's what you're doing is00:46:26.330 --> 00:46:27.755 they're trying to say, alright,00:46:27.755 --> 00:46:29.750 this is the global role and then.00:46:29.750 --> 00:46:31.745 But yeah, it's not really working right,00:46:31.750 --> 00:46:33.619 so I'd say that's something we have00:46:33.619 --> 00:46:35.714 yet it's in discussion right now in00:46:35.714 --> 00:46:38.019 our issues that we are working it out,00:46:38.020 --> 00:46:38.872 yeah, but yeah,00:46:38.872 --> 00:46:40.576 currently controls at the user level.00:46:40.580 --> 00:46:41.435 That is correct.00:46:41.435 --> 00:46:41.720 Yeah,00:46:41.720 --> 00:46:44.289 I know that that's not what this is about,00:46:44.290 --> 00:46:44.606 so.00:46:44.606 --> 00:46:45.870 I'm gonna stand down,00:46:45.870 --> 00:46:47.240 but yeah we should talk.00:46:47.240 --> 00:46:50.870 I have a lot of fun.00:46:50.870 --> 00:46:51.236 Hey,00:46:51.236 --> 00:46:53.432 I'm definitely open to any feedback00:46:53.432 --> 00:46:55.980 and ideas that you guys have that00:46:55.980 --> 00:46:57.710 would make the user experience00:46:57.710 --> 00:46:59.995 on this better and I'm happy to00:46:59.995 --> 00:47:02.765 notate all of that and bring that00:47:02.765 --> 00:47:04.785 up for future consideration.00:47:04.790 --> 00:47:07.800 What the first thing is is just00:47:07.800 --> 00:47:09.648 stripping out everything that's00:47:09.648 --> 00:47:12.018 buggy until I've already done.00:47:12.020 --> 00:47:13.538 What we've done, but that's perfect.00:47:13.540 --> 00:47:13.879 Hey,00:47:13.879 --> 00:47:17.430 can you guys just get rid of all the bugs?00:47:17.430 --> 00:47:20.811 Yeah hey I got it then says00:47:20.811 --> 00:47:23.020 because of course print.00:47:23.020 --> 00:47:24.330 Like it's the easiest thing00:47:24.330 --> 00:47:25.640 in the world to do.00:47:25.640 --> 00:47:27.206 Yeah, I know it's real quick.00:47:27.210 --> 00:47:28.017 Just go through,00:47:28.017 --> 00:47:30.620 find every bug and then just get rid of them.00:47:30.620 --> 00:47:32.447 OK, just let me know by now.00:47:32.450 --> 00:47:34.284 Even better, even even better than that.00:47:34.290 --> 00:47:36.639 Can you guys get rid of all the bugs?00:47:36.640 --> 00:47:39.265 And also I'm going to need your00:47:39.265 --> 00:47:41.260 decor developers for my project.00:47:41.260 --> 00:47:43.156 Sorry, we don't have internal time.00:47:43.160 --> 00:47:44.740 I'll get right on that.00:47:44.740 --> 00:47:46.945 That stuff keep up the good work.00:47:46.950 --> 00:47:47.580 You're wonderful.00:47:47.580 --> 00:47:48.840 Yeah, I got you,00:47:48.840 --> 00:47:51.368 I'll just I'll fix all the bugs myself.00:47:51.370 --> 00:47:53.266 That'll be fine, that'll be fun.00:47:53.270 --> 00:47:56.204 Let's see what happens if you've00:47:56.204 --> 00:47:59.030 turned me loose on QR code.00:47:59.030 --> 00:48:01.375 It's like it's like pulling a pulling00:48:01.375 --> 00:48:03.985 a card out of a House of Cards00:48:03.985 --> 00:48:05.939 has another call out two accounts00:48:05.939 --> 00:48:08.731 and I may have the logic on this00:48:08.731 --> 00:48:10.760 slightly backwards in my brain pan.00:48:10.760 --> 00:48:11.711 So Christian Kyle,00:48:11.711 --> 00:48:14.780 I'm going to rely on you a little bit.00:48:14.780 --> 00:48:17.519 Stop it, Daniel.00:48:17.520 --> 00:48:20.796 Gonna rely on you guys a little bit to00:48:20.796 --> 00:48:24.047 make sure my verbiage here is correct,00:48:24.050 --> 00:48:26.432 but when it comes to accounts00:48:26.432 --> 00:48:28.540 that are associated with users,00:48:28.540 --> 00:48:30.580 deleting the account is not00:48:30.580 --> 00:48:32.620 going to delete the user,00:48:32.620 --> 00:48:35.056 but it will break the association.00:48:35.060 --> 00:48:37.562 So I didn't think you could00:48:37.562 --> 00:48:39.697 delete account listed unless you00:48:39.697 --> 00:48:41.995 had deleted all the users first.00:48:42.000 --> 00:48:45.040 Is that not how you can and it00:48:45.040 --> 00:48:47.419 basically breaks the user dashboard.00:48:47.420 --> 00:48:48.299 For the users,00:48:48.299 --> 00:48:50.057 so the user will login and00:48:50.057 --> 00:48:51.488 they'll try to go look at.00:48:51.490 --> 00:48:52.996 You know their information in the00:48:52.996 --> 00:48:54.739 dashboard and it'll just infinitely spin.00:48:54.740 --> 00:48:56.360 Pretty sure it's just like Advil.00:48:58.610 --> 00:49:00.290 So it's just one of those00:49:00.290 --> 00:49:01.770 things that Ron always says.00:49:01.770 --> 00:49:03.779 Like how many times you gonna have00:49:03.779 --> 00:49:06.017 somebody go and delete an account and and00:49:06.017 --> 00:49:08.369 you know you do that type of workflow.00:49:08.370 --> 00:49:10.654 It's almost like the you know, totally deaf.00:49:10.654 --> 00:49:13.250 It's stupid but but you know I don't know.00:49:13.250 --> 00:49:15.259 I would say I would say there.00:49:15.260 --> 00:49:17.514 I'm sorry that you could validate to00:49:17.514 --> 00:49:20.518 wear if it if there is a user then it00:49:20.518 --> 00:49:22.870 just won't let you do that function.00:49:22.870 --> 00:49:24.544 So I don't know and maybe00:49:24.544 --> 00:49:25.660 a warning please complete.00:49:25.660 --> 00:49:27.334 This fence is the warning message00:49:27.334 --> 00:49:28.450 which would actually display.00:49:28.450 --> 00:49:30.674 Are you sure you want to delete this?00:49:30.680 --> 00:49:32.752 If you do it will break user associations00:49:32.752 --> 00:49:34.625 and after that spreads that was the00:49:34.625 --> 00:49:36.540 resolution that is a good resolution.00:49:36.540 --> 00:49:40.117 It's a quick one and it works.00:49:40.120 --> 00:49:41.348 Insistence that 'cause we00:49:41.348 --> 00:49:42.883 already have that for products.00:49:42.890 --> 00:49:45.202 If you try to delete a product that00:49:45.202 --> 00:49:47.198 is associated with any sales records,00:49:47.200 --> 00:49:48.740 so order, invoice, return quote,00:49:48.740 --> 00:49:49.697 whatever it is,00:49:49.697 --> 00:49:51.292 you can't delete that product00:49:51.292 --> 00:49:53.154 and there is an error message00:49:53.154 --> 00:49:54.894 we show for that like minutes.00:49:54.900 --> 00:49:55.678 Oh wait,00:49:55.678 --> 00:49:59.265 wait a minute so you're telling me that if00:49:59.265 --> 00:50:02.766 I I'm I'm this is a serious question because.00:50:02.770 --> 00:50:07.546 Benjamin Franklin women coming on down.00:50:07.550 --> 00:50:09.382 One bulb expectation setting?00:50:09.382 --> 00:50:10.298 So yeah,00:50:10.300 --> 00:50:10.796 exactly.00:50:10.796 --> 00:50:11.292 Yeah,00:50:11.292 --> 00:50:14.764 you're telling me that if I place00:50:14.764 --> 00:50:18.291 if I if my sales history will be00:50:18.291 --> 00:50:21.209 affected if I delete products.00:50:21.210 --> 00:50:23.518 Out of the database.00:50:23.520 --> 00:50:26.616 You can't, it might be on sales order.00:50:26.620 --> 00:50:29.735 You can't delete a product if it00:50:29.735 --> 00:50:32.900 has a sales order associated.00:50:32.900 --> 00:50:33.197 Correct,00:50:33.197 --> 00:50:35.276 so your sales history won't be affected,00:50:35.280 --> 00:50:37.068 but you can't delete that product.00:50:37.070 --> 00:50:39.800 You would have to hide it.00:50:39.800 --> 00:50:43.320 Interest or deactivate it, yeah?00:50:43.320 --> 00:50:44.828 OK, same for discount.00:50:44.828 --> 00:50:46.336 Say it's the same.00:50:46.340 --> 00:50:48.950 Same idea, OK?00:50:48.950 --> 00:50:51.316 Someone at least has a so the00:50:51.316 --> 00:50:53.989 record is not created independent.00:50:53.990 --> 00:50:56.090 Sorry it's the actual order.00:50:56.090 --> 00:50:58.676 Details are not created as an00:50:58.676 --> 00:51:01.495 Independent Record like a flat record00:51:01.495 --> 00:51:04.015 separate from the product itself.00:51:04.020 --> 00:51:07.580 No, they're tide interesting.00:51:07.580 --> 00:51:07.970 And I.00:51:10.570 --> 00:51:12.769 I don't know.00:51:12.770 --> 00:51:15.206 I can't speak to the Seth database,00:51:15.210 --> 00:51:16.920 but my previous database experience00:51:16.920 --> 00:51:19.050 is that that is fairly normal00:51:19.050 --> 00:51:21.528 in a relationship table or in a00:51:21.528 --> 00:51:22.889 relationship database like that,00:51:22.890 --> 00:51:25.326 so they're kind of just tide together,00:51:25.330 --> 00:51:29.978 which is kind of a way to prevent.00:51:29.980 --> 00:51:31.670 Record loss like history loss.00:51:31.670 --> 00:51:34.446 So that way you can always tie that00:51:34.446 --> 00:51:36.478 particular item back to the right00:51:36.478 --> 00:51:39.402 invoice and all of that, so it's it's.00:51:39.402 --> 00:51:42.066 So that means that the the,00:51:42.070 --> 00:51:43.775 uh, the product itself knows00:51:43.775 --> 00:51:45.870 how many times it's been sold.00:51:45.870 --> 00:51:47.946 Yes, yeah, OK, that makes sense,00:51:47.950 --> 00:51:50.718 so don't delete it, you just remove it.00:51:50.720 --> 00:51:51.755 You deactivate it.00:51:51.755 --> 00:51:53.825 If you don't need it deactivated.00:51:53.830 --> 00:51:54.865 Yeah, yeah, alright,00:51:54.865 --> 00:51:56.245 that's the best practice.00:51:56.250 --> 00:51:58.326 It's cool either way accomplishes something.00:51:58.330 --> 00:52:00.400 I just had a different understanding,00:52:00.400 --> 00:52:02.829 so thank you for clarifying that course.00:52:02.830 --> 00:52:07.094 I'm going to have to reset expectations now.00:52:07.100 --> 00:52:08.798 But then just learn something new.00:52:08.800 --> 00:52:10.510 Yeah, that's the thing with Spanish.00:52:10.510 --> 00:52:12.214 He learns new stuff every day00:52:12.214 --> 00:52:13.350 that he's still formidable.00:52:13.350 --> 00:52:14.178 Oh my gosh,00:52:14.178 --> 00:52:16.759 you and find out what the sorry Ben said.00:52:16.760 --> 00:52:17.876 Second, if everyone else.00:52:17.876 --> 00:52:19.880 But it's like the most not done.00:52:19.880 --> 00:52:21.868 Most one of the most impressive things00:52:21.868 --> 00:52:23.860 about Bennett, so there's it never stops.00:52:23.860 --> 00:52:25.848 It's not a good day unless you00:52:25.848 --> 00:52:26.700 learn something new.00:52:26.700 --> 00:52:28.660 Your here.00:52:28.660 --> 00:52:29.174 Hi Kelly,00:52:29.174 --> 00:52:30.716 now thank you though that was00:52:30.716 --> 00:52:31.564 actually really enlightening00:52:31.564 --> 00:52:33.812 because now I now have to go reset00:52:33.812 --> 00:52:34.888 expectations with the client.00:52:34.890 --> 00:52:37.257 It's not a big deal because we're still going00:52:37.257 --> 00:52:39.769 to be able to accomplish the same end goal.00:52:39.770 --> 00:52:41.396 It's just going to happen differently,00:52:41.400 --> 00:52:42.210 which is cool.00:52:42.210 --> 00:52:43.920 I'll just explain it, but still.00:52:43.920 --> 00:52:44.550 Yeah, uhm,00:52:44.550 --> 00:52:47.375 a good way to kind of phrase that00:52:47.375 --> 00:52:49.955 is that it protects data integrity.00:52:49.960 --> 00:52:52.221 So most of the time they're usually00:52:52.221 --> 00:52:54.338 happy when they hear those words.00:52:54.340 --> 00:52:56.030 So 100% analytical historical data.00:52:56.030 --> 00:52:59.528 You just want to have it.00:52:59.530 --> 00:53:01.150 We deleted product in that customer.00:53:01.150 --> 00:53:02.956 Went to that sales order they would00:53:02.956 --> 00:53:05.396 click on it and it just be a broken link00:53:05.396 --> 00:53:07.627 like the link just wouldn't work anymore.00:53:07.630 --> 00:53:09.862 You know that from the customers00:53:09.862 --> 00:53:11.350 perspective at least right.00:53:11.350 --> 00:53:11.575 Yeah,00:53:11.575 --> 00:53:11.800 also,00:53:11.800 --> 00:53:13.910 I just want to call you if you're in00:53:13.910 --> 00:53:15.667 QA and you're dealing with a scenario00:53:15.667 --> 00:53:17.475 where the product data is bad or00:53:17.475 --> 00:53:21.180 whatever and they just want to get rid of it.00:53:21.180 --> 00:53:23.040 If it's QA and not production,00:53:23.040 --> 00:53:24.590 it's totally fine to like00:53:24.590 --> 00:53:26.140 delete all the sales orders,00:53:26.140 --> 00:53:28.078 tide to that product and then00:53:28.078 --> 00:53:29.998 delete that product that has to00:53:29.998 --> 00:53:31.408 be done through SQL query.00:53:31.410 --> 00:53:33.045 What specifically Stephanie is referring00:53:33.045 --> 00:53:35.440 to is like you're in a live store,00:53:35.440 --> 00:53:35.726 right?00:53:35.726 --> 00:53:37.728 You shouldn't be able to delete products00:53:37.728 --> 00:53:39.349 and the products being purchased00:53:39.349 --> 00:53:41.329 now that that makes total sense.00:53:41.330 --> 00:53:43.210 I probably wouldn't want my00:53:43.210 --> 00:53:45.605 products being able to beat if I00:53:45.605 --> 00:53:47.840 had a store like if I had a store,00:53:47.840 --> 00:53:49.004 an actual storefront,00:53:49.004 --> 00:53:51.720 I don't think I'd want that either.00:53:51.720 --> 00:53:52.046 Yeah,00:53:52.046 --> 00:53:53.350 and they're like cool.00:53:53.350 --> 00:53:54.725 I like the safeguard works00:53:54.725 --> 00:53:56.100 for me on that comes00:53:56.167 --> 00:53:58.243 back to transaction history as well00:53:58.243 --> 00:54:00.379 because most stores are responsible for00:54:00.379 --> 00:54:02.794 keeping their data up to seven years.00:54:02.800 --> 00:54:04.515 And if we have some sort of00:54:04.515 --> 00:54:06.614 leak like that where they could00:54:06.614 --> 00:54:08.350 potentially break that association,00:54:08.350 --> 00:54:11.255 it could get very very squirrely for00:54:11.255 --> 00:54:13.438 them financially down the road so.00:54:13.440 --> 00:54:15.841 It's a definitely a benefit to the00:54:15.841 --> 00:54:17.848 customer that they can't do that.00:54:20.390 --> 00:54:24.960 Yeah, Yep, agreed, cool. Cool.00:54:24.960 --> 00:54:29.468 Uhm? I. Lost where I was.00:54:31.600 --> 00:54:35.070 Users, users and accounts so.00:54:35.070 --> 00:54:37.242 Yes, uhm, so basically what you're00:54:37.242 --> 00:54:39.338 gonna start with pretty much every00:54:39.338 --> 00:54:41.375 time you are a working in here,00:54:41.380 --> 00:54:43.697 especially if you have a new client.00:54:43.700 --> 00:54:45.650 This just onboarding and you want00:54:45.650 --> 00:54:48.019 to get them set up with access.00:54:48.020 --> 00:54:50.624 I always start at the user level00:54:50.624 --> 00:54:52.689 and create the user first.00:54:52.690 --> 00:54:54.166 Uh, it's just cleaner and easier00:54:54.166 --> 00:54:56.104 and you can do your associations to00:54:56.104 --> 00:54:57.898 accounts after the user trying to00:54:57.898 --> 00:54:59.978 go in and create them as an account.00:54:59.980 --> 00:55:02.428 You still have to go in and create them00:55:02.428 --> 00:55:05.770 as a user, so I just start with user.00:55:05.770 --> 00:55:07.738 It's easier that way.00:55:07.738 --> 00:55:10.814 Uh, so let's make me a user in here.00:55:10.820 --> 00:55:12.430 So interesting so you don't00:55:12.430 --> 00:55:13.718 create the account first,00:55:13.720 --> 00:55:15.981 because I thought that if you create00:55:15.981 --> 00:55:18.134 a user first, it will create an00:55:18.134 --> 00:55:20.510 account of the same name by default.00:55:20.510 --> 00:55:23.408 So then you get a whole bunch of accounts.00:55:23.410 --> 00:55:25.348 It does if you don't populate00:55:25.348 --> 00:55:26.640 anything in that account.00:55:26.640 --> 00:55:29.260 Yeah, so.00:55:29.260 --> 00:55:31.600 Based on that, you are ready.00:55:31.600 --> 00:55:33.616 And then that way you wanna do it.00:55:33.620 --> 00:55:35.628 I mean, you could do it this way.00:55:35.630 --> 00:55:35.891 Well,00:55:35.891 --> 00:55:37.457 I'm saying because if you don't00:55:37.457 --> 00:55:39.468 then you end up with a whole bunch00:55:39.468 --> 00:55:41.193 of accounts of the same name of00:55:41.193 --> 00:55:42.936 the user and it could get confused.00:55:42.940 --> 00:55:43.203 Yeah,00:55:43.203 --> 00:55:45.044 you would have to edit it manually00:55:45.044 --> 00:55:46.721 after you set up the user, correct?00:55:46.721 --> 00:55:48.478 But that's not do so I was.00:55:48.480 --> 00:55:50.244 I don't know that's why I was.00:55:50.250 --> 00:55:52.140 I was so good call out like like I00:55:52.140 --> 00:55:54.061 said I'm out first and then associate00:55:54.061 --> 00:55:56.300 the make sure that that's when you are.00:55:56.300 --> 00:55:57.812 So keeping that in mind when00:55:57.812 --> 00:55:58.820 you're creating the users.00:55:58.820 --> 00:56:00.332 That way you have an account00:56:00.332 --> 00:56:01.340 to associate it with.00:56:01.340 --> 00:56:03.685 Yeah, so the account is the overarching.00:56:03.690 --> 00:56:05.802 Entity and all the users are00:56:05.802 --> 00:56:06.858 the child objects.00:56:06.860 --> 00:56:10.703 Kind of, so I think about it makes sense.00:56:10.710 --> 00:56:13.450 Ah yeah.00:56:13.450 --> 00:56:15.300 I think by default, uh,00:56:15.300 --> 00:56:17.890 the user gets set up if it's00:56:17.890 --> 00:56:19.000 done through registration.00:56:19.000 --> 00:56:21.590 It auto creates an account for them,00:56:21.590 --> 00:56:22.978 otherwise they have to.00:56:22.978 --> 00:56:25.536 You have to go into the admin00:56:25.536 --> 00:56:27.506 and manually set the user.00:56:27.510 --> 00:56:29.760 I have seen custom workflows00:56:29.760 --> 00:56:31.110 been developed where.00:56:31.110 --> 00:56:33.366 Uh, I'm trying to think of the project.00:56:33.370 --> 00:56:34.302 We did this on,00:56:34.302 --> 00:56:35.700 but where it's like the user00:56:35.761 --> 00:56:37.205 doesn't automatically generate an00:56:37.205 --> 00:56:39.371 account until you manually go into00:56:39.426 --> 00:56:41.015 the system and try and add it.00:56:41.020 --> 00:56:42.430 Maybe we didn't do that,00:56:42.430 --> 00:56:45.260 we it was a change request for 80 I think,00:56:45.260 --> 00:56:47.336 but either way there there are00:56:47.336 --> 00:56:48.374 ways around it.00:56:48.380 --> 00:56:49.082 But generally,00:56:49.082 --> 00:56:52.250 you know you you want to call that out,00:56:52.250 --> 00:56:54.980 then if they expect to use multiple00:56:54.980 --> 00:56:58.627 users under a single account by default set.00:56:58.630 --> 00:57:00.730 Auto generates a users account,00:57:00.730 --> 00:57:03.238 so through the user registration module.00:57:03.240 --> 00:57:07.584 So if they want to go that route.00:57:07.590 --> 00:57:09.351 Discovery is necessary.00:57:09.351 --> 00:57:12.286 So working through the details,00:57:12.290 --> 00:57:14.490 yeah, it's it's currently, UM.00:57:16.880 --> 00:57:20.978 Like sort of like Linux E you00:57:20.978 --> 00:57:22.989 know like I don't know Lynn.00:57:22.990 --> 00:57:25.018 In Linux, when you create a00:57:25.018 --> 00:57:26.370 user it automatically creates00:57:26.430 --> 00:57:28.086 an account of the same name,00:57:28.090 --> 00:57:29.390 very it's same behavior.00:57:29.390 --> 00:57:31.600 A group is what they call it,00:57:31.600 --> 00:57:34.258 but it's basically same same idea.00:57:34.260 --> 00:57:36.388 Uhm, I would simply block the ability00:57:36.388 --> 00:57:38.482 to create a user without first00:57:38.482 --> 00:57:40.714 specifying an account to avoid creating00:57:40.714 --> 00:57:43.326 a bunch of accounts of the same name.00:57:43.330 --> 00:57:45.416 I get that that's a good solution00:57:45.416 --> 00:57:47.030 from a technical standpoint,00:57:47.030 --> 00:57:48.710 but in the real world,00:57:48.710 --> 00:57:51.560 is that how it's really used?00:57:51.560 --> 00:57:53.330 I like that idea. Oh yeah,00:57:53.330 --> 00:57:55.985 because you'd want in a B to C situation.00:57:55.990 --> 00:57:58.222 You want to be helpful to be able to00:57:58.222 --> 00:58:00.706 set up their own users and accounts and00:58:00.706 --> 00:58:03.068 they would not know would work right?00:58:03.070 --> 00:58:04.545 They wouldn't know what accounts00:58:04.545 --> 00:58:05.430 inside to exactly.00:58:05.430 --> 00:58:07.600 Well, they.00:58:07.600 --> 00:58:10.327 At least if they tried to create a user,00:58:10.330 --> 00:58:12.442 they get a message that comes up that00:58:12.442 --> 00:58:14.866 says you must associate an account first.00:58:14.870 --> 00:58:16.670 If you don't have an account00:58:16.670 --> 00:58:18.210 already prepared for this user,00:58:18.210 --> 00:58:19.720 please go create one here.00:58:19.720 --> 00:58:21.168 Click here or some.00:58:21.168 --> 00:58:23.340 You know that kind of thing.00:58:23.340 --> 00:58:25.200 That would be cool.00:58:25.200 --> 00:58:26.755 Just saying that it would00:58:26.755 --> 00:58:28.310 be a tough use case.00:58:28.310 --> 00:58:29.885 'cause accounts are primarily useful00:58:29.885 --> 00:58:31.730 when you're dealing with companies like.00:58:31.730 --> 00:58:32.558 If you have,00:58:32.558 --> 00:58:34.900 this company has an account with us and00:58:34.900 --> 00:58:37.018 they have multiple users underneath it,00:58:37.020 --> 00:58:40.135 but for a B to C storefront.00:58:40.140 --> 00:58:41.328 The account informations.00:58:41.328 --> 00:58:44.100 Might as well be the same as00:58:44.176 --> 00:58:46.108 the users information, right?00:58:46.108 --> 00:58:46.744 You know,00:58:46.744 --> 00:58:48.970 an Amazon account and an Amazon user.00:58:48.970 --> 00:58:50.878 They're basically the same thing, right?00:58:50.878 --> 00:58:52.468 So for B to B,00:58:52.470 --> 00:58:53.170 it's different,00:58:53.170 --> 00:58:55.970 but in that B to B scenario you00:58:56.047 --> 00:58:57.089 wouldn't want.00:58:57.090 --> 00:58:58.758 Companies making accounts because00:58:58.758 --> 00:59:00.009 then they could.00:59:04.870 --> 00:59:06.634 Is there don't realize that there's00:59:06.634 --> 00:59:08.489 already an account like you want that00:59:08.489 --> 00:59:10.393 process to be done in a more and most00:59:10.393 --> 00:59:12.326 most of our clients do it in a way00:59:12.326 --> 00:59:14.206 where they counter it's registered.00:59:14.210 --> 00:59:16.466 Yeah, they're like they go into the admin,00:59:16.470 --> 00:59:18.168 set up the account, forward them,00:59:18.170 --> 00:59:19.302 and then say cool.00:59:19.302 --> 00:59:20.717 Here's your user user password.00:59:20.720 --> 00:59:21.593 Here's your username.00:59:21.593 --> 00:59:23.630 Well, in this scenario you just described00:59:23.678 --> 00:59:25.250 the one that you're talking about.00:59:25.250 --> 00:59:26.660 I think that this current00:59:26.660 --> 00:59:27.506 workflow is perfect.00:59:27.510 --> 00:59:29.862 You what you do is you hide the00:59:29.862 --> 00:59:31.930 accounts and all they do is have00:59:31.930 --> 00:59:33.739 the user section for B to C.00:59:33.740 --> 00:59:35.714 They go in, they create a user.00:59:35.720 --> 00:59:37.165 It automatically creates the account00:59:37.165 --> 00:59:39.399 in the back end of the same name.00:59:39.400 --> 00:59:42.368 No one ever knows the wiser because they00:59:42.368 --> 00:59:45.159 never even see it or go in and use it.00:59:45.160 --> 00:59:46.920 And it's they just literally00:59:46.920 --> 00:59:48.680 are worried about their just00:59:48.747 --> 00:59:50.537 managing users at that point.00:59:50.540 --> 00:59:52.640 And users have the permissions at the,00:59:52.640 --> 00:59:54.476 so you just assign permissions that00:59:54.476 --> 00:59:56.647 enrolls at the user level and forget00:59:56.647 --> 00:59:58.940 that the accounts even exist and use it.00:59:58.940 --> 01:00:00.036 That way.01:00:00.036 --> 01:00:02.228 It's another good idea.01:00:02.230 --> 01:00:04.022 At least resistance thought01:00:04.022 --> 01:00:06.262 process here rather than UM,01:00:06.270 --> 01:00:08.970 changing any sort of current functionality,01:00:08.970 --> 01:00:11.215 whether it be for this01:00:11.215 --> 01:00:13.460 current release or 2021.1 UM,01:00:13.460 --> 01:00:15.224 rather than hiding accounts.01:00:15.224 --> 01:00:18.390 What we could do is on user,01:00:18.390 --> 01:00:22.324 because most of the time if it's.01:00:22.330 --> 01:00:23.266 A newer client,01:00:23.266 --> 01:00:26.280 or if it's a B to B or I'm01:00:26.280 --> 01:00:28.125 sorry AB to see there.01:00:28.130 --> 01:00:29.153 They're more concerned01:00:29.153 --> 01:00:30.858 with the user role anyway,01:00:30.860 --> 01:00:33.092 so on this account association we01:00:33.092 --> 01:00:35.558 could either do like a tooltip or01:00:35.558 --> 01:00:37.679 if that field is blank on save,01:00:37.680 --> 01:00:40.832 we could have a little message that says01:00:40.832 --> 01:00:43.779 this account is not associated to a user.01:00:43.780 --> 01:00:46.768 Or this user is not associated to an account?01:00:46.770 --> 01:00:47.120 UM,01:00:47.120 --> 01:00:49.570 if you continue a new account will01:00:49.570 --> 01:00:51.863 be created and then they'll have01:00:51.863 --> 01:00:54.664 to acknowledge that in some way so01:00:54.664 --> 01:00:56.929 that they understand that workflow.01:00:56.930 --> 01:00:57.773 Yeah I would.01:00:57.773 --> 01:01:00.379 I I hear you but I would try to01:01:00.379 --> 01:01:02.627 get it out of there if you can.01:01:02.630 --> 01:01:04.625 Just you could probably completely hide it.01:01:04.630 --> 01:01:05.437 No, I don't.01:01:05.437 --> 01:01:07.696 I don't think you can account for time01:01:07.696 --> 01:01:09.991 wise because by, well you're right,01:01:09.991 --> 01:01:12.276 but by default accounts only.01:01:12.280 --> 01:01:14.152 Well, you know if you come in here01:01:14.152 --> 01:01:16.120 and don't put anything in that field,01:01:16.120 --> 01:01:18.415 it just creates an account of the same name.01:01:18.420 --> 01:01:19.884 So you just let that continue01:01:19.884 --> 01:01:21.240 to do its thing right?01:01:21.240 --> 01:01:23.600 Well and we'll manage it.01:01:23.600 --> 01:01:26.480 I I'm I'm making a slight assumption here,01:01:26.480 --> 01:01:28.915 but I believe it counts01:01:28.915 --> 01:01:30.376 store address information.01:01:30.380 --> 01:01:32.276 So it's not the user that01:01:32.276 --> 01:01:33.540 stores the address information.01:01:33.540 --> 01:01:34.488 It's like, yeah,01:01:34.488 --> 01:01:35.120 I mean,01:01:35.120 --> 01:01:36.700 Stephanie might correct me and01:01:36.700 --> 01:01:38.876 the reason for that is you want01:01:38.876 --> 01:01:40.752 users under an account to be able01:01:40.752 --> 01:01:42.837 to access multiple all of the01:01:42.837 --> 01:01:44.592 shipping addresses as opposed to01:01:44.600 --> 01:01:46.180 just shipping addresses per user.01:01:46.180 --> 01:01:50.076 So the accounts tide to too many things.01:01:50.080 --> 01:01:51.152 In that one, yeah,01:01:51.152 --> 01:01:51.688 but yeah,01:01:51.690 --> 01:01:53.035 then you're talking about building01:01:53.035 --> 01:01:54.380 two different types of storefronts.01:01:54.380 --> 01:01:56.480 I think. Ideally you just want one01:01:56.480 --> 01:01:59.018 that you do slight modifications to.01:01:59.020 --> 01:02:00.748 Or that's what it currently is.01:02:00.750 --> 01:02:02.478 It just means that you have.01:02:02.480 --> 01:02:04.130 Yeah, you have a little bit01:02:04.130 --> 01:02:05.640 of nuances here and there.01:02:05.640 --> 01:02:07.368 Yeah, that's all I was thinking.01:02:07.370 --> 01:02:08.918 If there's just two slightly different01:02:08.918 --> 01:02:10.830 admins that like the same functionality,01:02:10.830 --> 01:02:12.558 is there in both of them?01:02:12.560 --> 01:02:13.932 Just on the beta?01:02:13.932 --> 01:02:17.356 See when you hide a little bit of it to01:02:17.356 --> 01:02:20.059 make it less enterprise E if you will.01:02:20.060 --> 01:02:22.097 I would imagine that that's easy enough01:02:22.097 --> 01:02:24.915 to do if that is specific to the client,01:02:24.920 --> 01:02:26.684 but rather than trying to change01:02:26.684 --> 01:02:28.878 anything out of the box related like,01:02:28.880 --> 01:02:30.614 we would probably just keep it01:02:30.614 --> 01:02:32.991 as is and then custom custom hide01:02:32.991 --> 01:02:34.916 that for the specific client.01:02:34.920 --> 01:02:35.458 Sure, no,01:02:35.458 --> 01:02:37.610 I understand that the reason we do this01:02:37.667 --> 01:02:39.695 is for those two different workflows,01:02:39.700 --> 01:02:41.800 but I've had clients were like Nope,01:02:41.800 --> 01:02:43.295 this account only has one01:02:43.295 --> 01:02:44.790 purchaser in every single ship,01:02:44.790 --> 01:02:47.222 two under that purchaser is it's only person01:02:47.222 --> 01:02:49.566 that's ever going to be using this account.01:02:49.570 --> 01:02:51.382 And then we have the other01:02:51.382 --> 01:02:52.860 clients of like Oh no,01:02:52.860 --> 01:02:54.360 I have this account that's,01:02:54.360 --> 01:02:55.850 you know, Chick-fil-A for instance.01:02:55.850 --> 01:02:57.542 And I have 25 people store01:02:57.542 --> 01:02:58.388 operators they're purchasing01:02:58.388 --> 01:03:00.037 on this one franchise account.01:03:00.040 --> 01:03:03.030 So it's like the it's the reason we have it.01:03:03.030 --> 01:03:05.200 That way is so it can work.01:03:05.200 --> 01:03:07.009 Both ways one to one or one to many.01:03:09.290 --> 01:03:11.794 Thank you, that was the term I was01:03:11.794 --> 01:03:13.990 looking for, but I can never remember.01:03:13.990 --> 01:03:15.979 Uhm, anyway, uhm.01:03:15.980 --> 01:03:20.850 Back to how to sort of make this function so?01:03:20.850 --> 01:03:22.554 Once you get all the information01:03:22.554 --> 01:03:24.895 filled out and all your little red has01:03:24.895 --> 01:03:26.940 gone away just doesn't call out here.01:03:26.940 --> 01:03:29.132 The only thing that we're really seeing on01:03:29.132 --> 01:03:31.286 this first one is attributes and details.01:03:31.290 --> 01:03:32.740 Once you save that customer.01:03:32.740 --> 01:03:34.770 Oh, I just wanted to save it,01:03:34.770 --> 01:03:36.510 not saving close. Dang it up.01:03:39.500 --> 01:03:47.178 No. Where did I go? It's OK. I can find me.01:03:49.650 --> 01:03:51.860 There we go. Find.01:03:54.770 --> 01:03:56.170 Once you save that customer,01:03:56.170 --> 01:03:57.802 you have a lot more information01:03:57.802 --> 01:03:59.230 that pops up over here.01:03:59.230 --> 01:04:00.910 This is where you add rolls,01:04:00.910 --> 01:04:04.330 images, notes. Uhm?01:04:04.330 --> 01:04:07.068 Now. So adding a role,01:04:07.068 --> 01:04:08.453 this is where you define01:04:08.453 --> 01:04:10.030 like the user permissions.01:04:10.030 --> 01:04:12.214 Why is this not working for me?01:04:16.540 --> 01:04:19.936 OK, back to back to lumber.01:04:19.940 --> 01:04:21.884 Yeah, you know, what were you01:04:21.884 --> 01:04:23.730 just trying to add a role?01:04:23.730 --> 01:04:26.794 Yeah, and it's just not giving me the01:04:26.794 --> 01:04:29.890 pop up on the demo site so. Weird.01:04:32.420 --> 01:04:33.712 So back to lumber.01:04:33.712 --> 01:04:36.125 This is where you add roles and01:04:36.125 --> 01:04:38.115 of course the UI translations.01:04:38.120 --> 01:04:40.190 I still need to get this01:04:40.190 --> 01:04:42.030 corrected in their QA site.01:04:42.030 --> 01:04:44.166 Uhm, typically this would say start,01:04:44.170 --> 01:04:46.010 optional and end optional,01:04:46.010 --> 01:04:48.770 which means you can give basically.01:04:48.770 --> 01:04:50.290 Uhm, controlled permissions where01:04:50.290 --> 01:04:52.190 you're giving somebody an elevated01:04:52.190 --> 01:04:54.399 role for a specific set period of time.01:04:54.400 --> 01:04:56.010 You can control the date01:04:56.010 --> 01:04:58.040 and the time frame on this,01:04:58.040 --> 01:05:01.290 which is kind of cool.01:05:01.290 --> 01:05:05.240 And we have a ton of roles that are already01:05:05.336 --> 01:05:08.828 just sort of out of the box built out,01:05:08.830 --> 01:05:11.218 so we've got the affiliate administrator,01:05:11.220 --> 01:05:12.012 brand administrator,01:05:12.012 --> 01:05:13.200 global local store,01:05:13.200 --> 01:05:15.190 the regular self user vendor,01:05:15.190 --> 01:05:17.566 and then a clarity connect role.01:05:17.570 --> 01:05:19.555 If your client is needing01:05:19.555 --> 01:05:20.349 specific permissions,01:05:20.350 --> 01:05:23.914 we can custom build those so that they have.01:05:23.920 --> 01:05:27.512 Basically they can only do what it is01:05:27.512 --> 01:05:30.799 that they need to do or they have.01:05:30.800 --> 01:05:32.052 You know global permissions01:05:32.052 --> 01:05:33.304 or something like that,01:05:33.310 --> 01:05:36.163 so it's really kind of important to get a01:05:36.163 --> 01:05:38.645 feedback from your client on who's on 1st,01:05:38.650 --> 01:05:41.476 what kind of users are you going to have,01:05:41.480 --> 01:05:43.050 and what level of permissions01:05:43.050 --> 01:05:44.620 are they going to need?01:05:44.620 --> 01:05:46.190 My understanding and I could01:05:46.190 --> 01:05:47.760 be totally wrong in this,01:05:47.760 --> 01:05:50.184 but my understanding is that we do have01:05:50.184 --> 01:05:52.225 a larger list of permissions already01:05:52.225 --> 01:05:55.289 built out that we can sort of add in here.01:05:55.290 --> 01:05:57.180 I haven't seen the list specifically,01:05:57.180 --> 01:05:59.040 but I feel like there's there's01:05:59.040 --> 01:06:01.389 quite a bit more that we've done.01:06:01.390 --> 01:06:03.014 Then this particular list01:06:03.014 --> 01:06:05.450 that's just out of the box.01:06:05.450 --> 01:06:07.480 UM, Kyle Christian feedback on.01:06:07.480 --> 01:06:10.315 There's a list of about 3000 permissions,01:06:10.320 --> 01:06:12.756 so the list is pretty insane,01:06:12.760 --> 01:06:14.384 and they're all kind.01:06:14.384 --> 01:06:17.220 Each one of those roles there has,01:06:17.220 --> 01:06:19.940 like a list of probably.01:06:19.940 --> 01:06:21.450 It's it's hundreds of permissions.01:06:21.450 --> 01:06:22.960 Pretty sure there's so many.01:06:25.070 --> 01:06:27.886 A lot of different roles in the company.01:06:27.890 --> 01:06:29.570 Well, I mean OK,01:06:29.570 --> 01:06:32.490 can you give me an example of?01:06:32.490 --> 01:06:36.319 I can't go for an account account01:06:36.319 --> 01:06:38.749 administrator and have like a.01:06:38.750 --> 01:06:39.923 Account management with01:06:39.923 --> 01:06:41.096 those permissions restrict.01:06:41.100 --> 01:06:44.236 Yeah, that's kind of what I'm getting at.01:06:44.240 --> 01:06:46.605 It's like what's the difference01:06:46.605 --> 01:06:48.497 between a catalog person?01:06:48.500 --> 01:06:50.294 Yeah, the catalogs whether you can01:06:50.294 --> 01:06:52.220 purchase things or just see invoices.01:06:52.220 --> 01:06:53.715 So if you're a purchaser01:06:53.715 --> 01:06:55.630 and not just an AR user,01:06:55.630 --> 01:06:58.030 you would only be able to purchase things01:06:58.030 --> 01:07:00.588 and see like a C in order confirmation,01:07:00.590 --> 01:07:02.046 but you wouldn't necessarily01:07:02.046 --> 01:07:04.980 be able to go in and you know.01:07:04.980 --> 01:07:06.618 That's why we champ right now.01:07:06.620 --> 01:07:08.524 Yeah, there are different types of users.01:07:10.790 --> 01:07:14.735 Interesting. Yeah, I mean I haven't01:07:14.735 --> 01:07:16.027 extensively use that generally.01:07:16.030 --> 01:07:17.968 Yeah, I'm really depends on client.01:07:17.970 --> 01:07:19.580 So yeah global all that.01:07:19.580 --> 01:07:21.056 Yeah sounds really complicated,01:07:21.056 --> 01:07:23.270 but it actually just sounds like01:07:23.329 --> 01:07:25.353 it's very granular and so it can be01:07:25.353 --> 01:07:27.261 a little overwhelming with all the01:07:27.261 --> 01:07:29.265 different things you can turn on01:07:29.270 --> 01:07:31.846 and off is that is that about right?01:07:31.850 --> 01:07:32.822 OK, that's cool.01:07:32.822 --> 01:07:35.165 I mean, I mean that means we01:07:35.165 --> 01:07:36.860 have like 3000 different little01:07:36.934 --> 01:07:38.957 things you can turn on and off,01:07:38.960 --> 01:07:41.940 which is pretty cool.01:07:41.940 --> 01:07:44.390 And a lot of times that just01:07:44.390 --> 01:07:46.530 depending on the client to UM,01:07:46.530 --> 01:07:47.154 for sife.01:07:47.154 --> 01:07:49.338 I think this might come into play01:07:49.338 --> 01:07:52.037 in phase two as they build out01:07:52.037 --> 01:07:53.581 their customer service roles,01:07:53.590 --> 01:07:56.008 but they're they're going to want01:07:56.008 --> 01:07:58.394 specific people that really can only01:07:58.394 --> 01:08:00.494 do certain things like they don't01:08:00.494 --> 01:08:02.723 want every customer service Rep to be01:08:02.723 --> 01:08:05.113 able to go in and capture a payment,01:08:05.113 --> 01:08:07.809 or to be able to go in and01:08:07.809 --> 01:08:09.120 authorize a return.01:08:09.120 --> 01:08:11.454 So it's going to be based01:08:11.454 --> 01:08:13.010 on their specific login.01:08:13.010 --> 01:08:15.901 Whether or not they even see that01:08:15.901 --> 01:08:18.550 button to authorize a return request,01:08:18.550 --> 01:08:21.560 so we'll have to build out those01:08:21.560 --> 01:08:24.584 permissions for them as we move forward01:08:24.584 --> 01:08:27.062 with their with their phase two.01:08:27.070 --> 01:08:29.626 So some clients do want that01:08:29.626 --> 01:08:31.330 level of granular control.01:08:31.330 --> 01:08:33.658 It really probably comes into play01:08:33.658 --> 01:08:35.735 most often in larger corporations01:08:35.735 --> 01:08:38.405 where they really want to streamline01:08:38.405 --> 01:08:41.138 the roles and ensure that their01:08:41.138 --> 01:08:43.343 their staff is not overstepping.01:08:43.350 --> 01:08:44.690 Their bounds per say.01:08:44.690 --> 01:08:46.030 So sorry go ahead.01:08:46.030 --> 01:08:49.045 I was just gonna finish that out with it.01:08:49.050 --> 01:08:51.228 Kind of, UM.01:08:51.230 --> 01:08:52.446 A lot of times,01:08:52.446 --> 01:08:55.113 and we can all attest to that when01:08:55.113 --> 01:08:57.393 you first log into self admin.01:08:57.400 --> 01:08:59.120 It can be a beast.01:08:59.120 --> 01:09:01.856 It's overwhelming and there's a lot to see.01:09:01.860 --> 01:09:04.016 So if you can control that down01:09:04.016 --> 01:09:05.909 to the specific user that they01:09:05.909 --> 01:09:08.016 can only do this function and a01:09:08.086 --> 01:09:10.116 better experience for them on01:09:10.116 --> 01:09:12.146 how to actually navigate through01:09:12.150 --> 01:09:14.936 there so they can get better at01:09:14.936 --> 01:09:17.270 their job quicker so you could01:09:17.270 --> 01:09:19.720 turn off the ability to add an01:09:19.801 --> 01:09:22.076 account for a specific user.01:09:22.080 --> 01:09:25.120 But they they'd be able to create users.01:09:25.120 --> 01:09:27.046 Yes, OK.01:09:27.046 --> 01:09:28.009 OK.01:09:30.580 --> 01:09:33.568 A can can? I'm so that means that well,01:09:33.570 --> 01:09:34.894 I have another question.01:09:34.894 --> 01:09:37.075 I'm sorry guys, apologies but dude,01:09:37.075 --> 01:09:39.445 that's literally what this is kinda01:09:39.445 --> 01:09:42.030 here for 'cause we need to learn more01:09:42.030 --> 01:09:44.517 about this as it gets out of the box.01:09:44.520 --> 01:09:46.518 So these are things. So why?01:09:46.520 --> 01:09:48.620 Why why don't we have one single01:09:48.620 --> 01:09:50.499 role that can do everything?01:09:50.500 --> 01:09:52.804 Why does like why in order to do01:09:52.804 --> 01:09:55.531 all the things that you have to have01:09:55.531 --> 01:09:58.139 like the four slash 4 default roles?01:09:58.140 --> 01:09:59.850 Well yeah but I was.01:09:59.850 --> 01:10:02.170 Told that you also have to add like01:10:02.170 --> 01:10:04.392 like global admin and water and click01:10:04.392 --> 01:10:06.274 the drop down again. Real quick.01:10:06.274 --> 01:10:07.809 It's like Seth global admin.01:10:07.810 --> 01:10:10.250 You have to be the local store administrator.01:10:10.250 --> 01:10:12.399 You have to like and put like.01:10:12.400 --> 01:10:14.840 I don't know three or four of those.01:10:14.840 --> 01:10:16.370 I'm pretty sure global admin01:10:16.370 --> 01:10:18.502 gives you all of those. Yeah so.01:10:18.502 --> 01:10:20.910 So if you just have that one global01:10:20.981 --> 01:10:23.717 admin role you can do and then I've got.01:10:23.720 --> 01:10:25.454 I've got full access to the01:10:25.454 --> 01:10:27.080 back end to set right?01:10:27.080 --> 01:10:28.710 It's it's the literal same01:10:28.710 --> 01:10:30.340 thing as superusers on DNN.01:10:30.340 --> 01:10:32.804 You can do anything you want to the01:10:32.804 --> 01:10:35.458 site and I don't need any other role,01:10:35.460 --> 01:10:37.338 uh, attached to that that account01:10:37.338 --> 01:10:39.620 or user to make that that work.01:10:39.620 --> 01:10:41.860 I've never had to use another roll,01:10:41.860 --> 01:10:42.462 no alright?01:10:42.462 --> 01:10:44.268 'cause then I was given bad01:10:44.268 --> 01:10:45.380 information by someone.01:10:45.380 --> 01:10:46.340 Anyway, that's cool.01:10:46.340 --> 01:10:49.590 It was Daniel, wasn't it?01:10:49.590 --> 01:10:52.490 Given that I'm not going to say who it was,01:10:52.490 --> 01:10:55.227 but yeah, it is definitely bad information.01:10:55.230 --> 01:10:58.950 Uhm, but that's cool,01:10:58.950 --> 01:10:59.880 uhm?01:10:59.880 --> 01:11:00.240 Yes,01:11:00.240 --> 01:11:02.400 can we actually by any chance01:11:02.400 --> 01:11:05.057 see the back end area like where01:11:05.057 --> 01:11:07.307 you create a role and assign?01:11:07.310 --> 01:11:08.582 What they can do?01:11:08.582 --> 01:11:10.880 I'm just curious with that looks like.01:11:10.880 --> 01:11:12.704 So that actually is not something01:11:12.704 --> 01:11:15.290 that you can do directly in the back.01:11:15.290 --> 01:11:16.880 That's something that you're going01:11:16.880 --> 01:11:18.470 to need developer assistance on01:11:18.524 --> 01:11:20.019 to build out those permissions.01:11:20.020 --> 01:11:21.590 That's a a custom task.01:11:21.590 --> 01:11:23.795 I thought about using up the menu.01:11:23.800 --> 01:11:27.615 Yeah, I thought you know a role.01:11:27.620 --> 01:11:28.444 Oh I go yeah.01:11:28.444 --> 01:11:30.169 So let's say I want to make a01:11:30.169 --> 01:11:31.865 role for a user can't I go and01:11:31.928 --> 01:11:34.098 create a new role and then assign01:11:34.098 --> 01:11:36.326 the permissions that I want that01:11:36.326 --> 01:11:38.486 role to be assigned to?01:11:38.490 --> 01:11:41.415 You would have to go to the rules page.01:11:41.420 --> 01:11:43.274 It says actual roles in the01:11:43.274 --> 01:11:45.010 in the header up there.01:11:45.010 --> 01:11:45.604 Yeah yeah,01:11:45.604 --> 01:11:47.386 yeah you can go to actual01:11:47.386 --> 01:11:48.919 roles under account right?01:11:48.920 --> 01:11:51.448 Yeah yeah, add new.01:11:51.450 --> 01:11:54.050 And then there's your permission.01:11:54.050 --> 01:11:56.738 OK, so each one of those does something,01:11:56.740 --> 01:11:58.810 and I'm assuming that the self01:11:58.810 --> 01:12:01.108 admin has every single one of those,01:12:01.110 --> 01:12:03.796 and that's what makes in the admin, right?01:12:03.796 --> 01:12:06.148 So let's see what we got here.01:12:06.150 --> 01:12:07.830 Very cool. That's a lot.01:12:07.830 --> 01:12:09.822 You can edit the global admin01:12:09.822 --> 01:12:11.520 and see what it has.01:12:16.120 --> 01:12:17.696 We we should we should do that here01:12:17.696 --> 01:12:19.129 in a sector? Yeah, that's cool.01:12:22.400 --> 01:12:25.340 Ah, where do I edit the global01:12:25.340 --> 01:12:30.480 M and that's back. Wells yeah.01:12:32.690 --> 01:12:33.510 Error.01:12:39.020 --> 01:12:42.935 All the things. So if you wanted to not01:12:42.935 --> 01:12:46.276 allow account associations, you could.01:12:46.276 --> 01:12:48.604 Well, that, but you could lock01:12:48.604 --> 01:12:51.249 yourself out of doing things probably.01:12:51.250 --> 01:12:52.790 Yeah, if you're not careful.01:12:52.790 --> 01:12:54.626 So yeah, if you want to,01:12:54.630 --> 01:12:56.551 you want to be really, uhm.01:12:56.551 --> 01:12:58.837 Well yeah, that's good to see.01:12:58.840 --> 01:13:00.280 So that answers my question.01:13:00.280 --> 01:13:03.178 And yeah, for sure it does have all the01:13:03.178 --> 01:13:05.670 things like one would think come now.01:13:05.670 --> 01:13:08.274 Yeah, I'm I wonder what happens is01:13:08.274 --> 01:13:10.289 you start disabling and enabling01:13:10.289 --> 01:13:12.767 these things so it'll it'll actually01:13:12.767 --> 01:13:14.909 affect the view in the admin.01:13:14.910 --> 01:13:18.375 Uh, for for V's that are admin dot right?01:13:18.380 --> 01:13:19.532 Yeah, admin sales.01:13:19.532 --> 01:13:21.068 Yep create deactivate OK?01:13:21.070 --> 01:13:24.130 I mean that's pretty self explanatory.01:13:24.130 --> 01:13:28.757 Admin statuses. Boom boom boom let's fight.01:13:28.760 --> 01:13:30.545 No, will be visual that I can.01:13:30.550 --> 01:13:32.762 Well don't do it on that global01:13:32.762 --> 01:13:35.601 admin go but go do it on a different01:13:35.601 --> 01:13:37.820 role and I'll feel a lot better.01:13:37.820 --> 01:13:39.924 Sorry, I mean I don't know who's projects01:13:39.924 --> 01:13:42.040 that I'm trying to help you out there.01:13:42.040 --> 01:13:43.096 Have fun with that.01:13:43.096 --> 01:13:46.160 Yeah, let's not break things.01:13:46.160 --> 01:13:47.810 That's why we back the01:13:47.810 --> 01:13:48.800 databases up automatically.01:13:48.800 --> 01:13:51.220 Alright, that's cool, keep going.01:13:51.220 --> 01:13:53.038 It would be fun alright yeah.01:13:53.040 --> 01:13:54.560 So back to your car.01:13:59.070 --> 01:14:00.827 Like locking yourself out of your car.01:14:00.830 --> 01:14:01.786 It's like oh man,01:14:01.786 --> 01:14:03.839 I just delete all of your own stuff.01:14:03.840 --> 01:14:06.150 Nothing moving on.01:14:06.150 --> 01:14:08.138 So yeah, this is hold my beer.01:14:08.140 --> 01:14:09.460 Watch this right?01:14:09.460 --> 01:14:11.660 I've never done that before.01:14:11.660 --> 01:14:14.510 But let's see what a user can do so a01:14:14.588 --> 01:14:17.846 user can look at his own account in the01:14:17.846 --> 01:14:20.827 account contact shopping cart storefront.01:14:20.830 --> 01:14:25.198 All that stuff. So that's just a regular.01:14:25.200 --> 01:14:26.324 Uh, that is that.01:14:26.324 --> 01:14:28.290 That's not, uh, is that a, uh?01:14:28.290 --> 01:14:29.700 That would be an end.01:14:29.700 --> 01:14:30.714 Users roll, right?01:14:30.714 --> 01:14:34.159 Or would they have a role of like customer?01:14:34.160 --> 01:14:36.036 Uh, I don't think we have a01:14:36.036 --> 01:14:37.600 service that's his statues are.01:14:37.600 --> 01:14:39.576 Is that the regular roll it gets assigned01:14:39.576 --> 01:14:41.617 to all the the storefront customers?01:14:41.620 --> 01:14:42.194 Yeah yeah.01:14:42.194 --> 01:14:43.629 Just like a regularly regular01:14:43.629 --> 01:14:45.022 registered user that's, you know,01:14:45.022 --> 01:14:46.618 say I register 'cause I want01:14:46.618 --> 01:14:48.218 to buy on this platform.01:14:48.220 --> 01:14:50.516 Why is what's the role is that that?01:14:50.520 --> 01:14:52.236 Is that what this is right?01:14:52.240 --> 01:14:52.530 Yeah.01:14:54.920 --> 01:14:59.819 K. So we could bump up his this01:14:59.819 --> 01:15:03.370 access and anyone could register it.01:15:03.370 --> 01:15:07.300 And have some fun. Have a good time, yeah?01:15:07.300 --> 01:15:10.284 Uhm, a very nice. So yeah,01:15:10.284 --> 01:15:13.168 I'm I'm seeing how they don't have01:15:13.168 --> 01:15:16.714 anything else on the accounts with the like01:15:16.714 --> 01:15:19.527 it's pretty stripped out it looks like.01:15:19.530 --> 01:15:22.082 That's cool, all those admin dot ones are01:15:22.082 --> 01:15:25.070 definitely not over there, uhm. Right?01:15:27.890 --> 01:15:30.806 Miller so it's all just the storefront01:15:30.806 --> 01:15:32.697 so you can strip down all the way01:15:32.697 --> 01:15:34.131 down to the store from permissions.01:15:34.140 --> 01:15:36.380 That's pretty cool, I wonder. What?01:15:39.480 --> 01:15:42.072 So we could potentially01:15:42.072 --> 01:15:45.312 remove their ability to view.01:15:45.320 --> 01:15:50.750 Wish list or wallet or wallet yeah.01:15:50.750 --> 01:15:52.770 Now does that turn that01:15:52.770 --> 01:15:55.310 feature off for the end user?01:15:55.310 --> 01:15:56.445 Uh, anybody that would be01:15:56.445 --> 01:15:57.860 assigned to this F user role?01:15:57.860 --> 01:16:00.299 It would turn that feature off for them so01:16:00.299 --> 01:16:02.659 they just wouldn't be able to access it.01:16:02.660 --> 01:16:05.240 So the feature would still exist, right?01:16:05.240 --> 01:16:06.720 But it would not,01:16:06.720 --> 01:16:09.296 just it wouldn't display to that user,01:16:09.300 --> 01:16:11.510 right, correct?01:16:11.510 --> 01:16:14.646 So and maybe might be grayed out.01:16:14.650 --> 01:16:16.757 Yeah, Kyle, do you happen to know01:16:16.757 --> 01:16:19.452 if if it's still visible in the menu01:16:19.452 --> 01:16:21.988 and you just can't click it or what?01:16:21.990 --> 01:16:25.680 How does that restriction get enforced?01:16:25.680 --> 01:16:28.025 It probably just doesn't display at all.01:16:30.710 --> 01:16:32.065 Yeah, Christian, do you know01:16:32.065 --> 01:16:33.910 I just feel like that I'm not.01:16:33.910 --> 01:16:35.458 Yeah I believe it's like hidden01:16:35.458 --> 01:16:37.119 it's the equivalent of like hiding,01:16:37.120 --> 01:16:38.455 yeah I think that's that's01:16:38.455 --> 01:16:39.790 what I my understanding is.01:16:41.830 --> 01:16:43.489 Like it's still there, it just doesn't.01:16:43.490 --> 01:16:45.149 Yeah, I mean you can do it.01:16:45.150 --> 01:16:46.794 It's not gonna hurt anything, do you?01:16:46.794 --> 01:16:48.650 If you have a user that with that01:16:48.712 --> 01:16:50.483 role you can log in with, yeah?01:16:50.483 --> 01:16:52.601 Uh, but you probably want to01:16:52.601 --> 01:16:54.938 remove what you want to remember.01:16:54.940 --> 01:16:58.000 That what did you remove?01:16:58.000 --> 01:16:59.320 Probably need to remove multiple.01:16:59.320 --> 01:17:00.925 You're gonna want to remember01:17:00.925 --> 01:17:03.206 that I'm gonna go ahead and just01:17:03.206 --> 01:17:05.024 cancel and remember what I did.01:17:05.030 --> 01:17:07.256 Hey, I think you broke the site.01:17:07.260 --> 01:17:09.479 Yeah it's gonna what have you done?01:17:09.480 --> 01:17:12.589 Oh my God. Hold my beer.01:17:15.290 --> 01:17:17.628 OK, what did I remove a view?01:17:17.630 --> 01:17:20.910 Wish list OK? Everybody remember that01:17:20.910 --> 01:17:24.050 take out all three of the wishlist ones.01:17:24.050 --> 01:17:25.558 Anything with wishlist dot.01:17:25.558 --> 01:17:27.443 And we'll add it back.01:17:27.450 --> 01:17:29.678 Yeah, there you go.01:17:29.678 --> 01:17:32.463 That should remove all wishlist01:17:32.463 --> 01:17:34.052 functionality. To that user.01:17:34.052 --> 01:17:36.460 Don't forget to clean your site maintenance.01:17:36.460 --> 01:17:38.032 Yeah, there's always about01:17:38.032 --> 01:17:40.390 to say I really don't care.01:17:40.390 --> 01:17:41.758 Liked index she happened.01:17:41.758 --> 01:17:43.814 Wait five minutes your cache, restart.01:17:43.814 --> 01:17:46.566 The app bar is right or restart the01:17:46.566 --> 01:17:49.093 app pool OK I have to restart the01:17:49.093 --> 01:17:51.896 app pools to do this no just trigger01:17:51.896 --> 01:17:54.442 it completely tear down the site.01:17:54.442 --> 01:17:56.578 Rebuild it listen.01:17:56.580 --> 01:18:00.507 It's a lot of cash to clear.01:18:00.510 --> 01:18:02.098 Is there a rolls?01:18:02.098 --> 01:18:05.062 Do I have to clear what are01:18:05.062 --> 01:18:06.998 the other tasks tabs?01:18:07.000 --> 01:18:09.778 My phone doesn't look like anything.01:18:09.780 --> 01:18:11.166 I wouldn't know.01:18:11.166 --> 01:18:13.476 It's probably just user roles.01:18:13.480 --> 01:18:15.800 It should save immediately, right?01:18:15.800 --> 01:18:16.913 I would think.01:18:16.913 --> 01:18:19.510 Because it's just it's I don't know.01:18:19.510 --> 01:18:21.078 I would think it would save me.01:18:21.080 --> 01:18:22.210 This one would save immediately,01:18:22.210 --> 01:18:23.330 but I could be wrong.01:18:23.330 --> 01:18:26.898 I don't know if it persists through cash.01:18:26.900 --> 01:18:28.530 I I always joke there.01:18:30.790 --> 01:18:33.678 Everything is just so that I can proceed01:18:33.678 --> 01:18:37.156 to go into site maintenance so often so.01:18:37.160 --> 01:18:39.430 And I think soon we had it planned out of01:18:39.488 --> 01:18:41.450 a nuke everything button which basically01:18:41.450 --> 01:18:43.898 clears all of your caches so that you01:18:43.898 --> 01:18:45.810 don't have to worry about that stuff.01:18:45.810 --> 01:18:47.200 That's a great idea, yeah?01:18:51.670 --> 01:18:53.695 'cause there's literally like 150
01:18:53.695 --> 01:18:56.850 buttons on that page, literally.01:18:56.850 --> 01:18:59.330 Yeah, it's too much.01:18:59.330 --> 01:19:02.570 It cut out maybe, I assume you said01:19:02.570 --> 01:19:05.329 implementing a clear all cache uh-huh.01:19:05.330 --> 01:19:07.292 'cause that's that's01:19:07.292 --> 01:19:09.908 something I've brought up.01:19:09.910 --> 01:19:11.110 What about on the products?01:19:11.110 --> 01:19:13.790 And then in the catalog can they add add an01:19:13.854 --> 01:19:16.410 item to the wish list for in the catalog?01:19:16.410 --> 01:19:17.740 This is a terrible example.01:19:17.740 --> 01:19:19.595 A database for me to go with01:19:19.595 --> 01:19:21.460 because we can't get to a product.01:19:25.030 --> 01:19:27.328 We haven't built this out yet.01:19:27.330 --> 01:19:28.620 I think we create that earlier.01:19:28.620 --> 01:19:30.555 I think you can get there by direct link.01:19:32.730 --> 01:19:36.860 If you know the SCO URL, Ruby.01:19:36.860 --> 01:19:39.146 Not longer, never mind that TV.01:19:39.150 --> 01:19:40.954 Never mind that impacted.01:19:40.954 --> 01:19:43.660 Redacted I I take it back,01:19:43.660 --> 01:19:45.740 they just don't have the01:19:45.740 --> 01:19:48.320 template in there for this page.01:19:48.320 --> 01:19:51.040 Yeah, that's what's missing.01:19:51.040 --> 01:19:52.456 I also product details.01:19:52.456 --> 01:19:54.122 Yeah, what about the catalog?01:19:54.122 --> 01:19:56.690 If you go to forward Slash catalog?01:19:59.420 --> 01:20:01.300 We're not there yet. It's a new one.01:20:04.820 --> 01:20:05.456 Well, not Stephanie01:20:05.456 --> 01:20:06.516 should be done by now.01:20:06.520 --> 01:20:07.580 Please don't go to keysource.01:20:07.580 --> 01:20:08.210 I'm just kidding.01:20:10.720 --> 01:20:11.521 Nope, nothing terrible.01:20:11.521 --> 01:20:13.123 Terrible example on this particular one.01:20:13.130 --> 01:20:15.274 So I'm gonna go ahead and go back.01:20:18.850 --> 01:20:20.570 And put their roles back.01:20:29.300 --> 01:20:31.351 But it does appear to hide them01:20:31.351 --> 01:20:33.210 at least from the dashboard,01:20:33.210 --> 01:20:34.840 so there's that little steps.01:20:36.890 --> 01:20:38.630 Will figure this out slowly but01:20:38.630 --> 01:20:40.080 surely. Where's my wish list?01:20:45.290 --> 01:20:47.426 You guys remember what that, uh,01:20:47.426 --> 01:20:49.918 it was storefront door, friend. Thank you.01:20:54.420 --> 01:20:56.610 Aren't there dot user dashboard?01:20:58.860 --> 01:21:01.648 They are. Die you go.01:21:04.210 --> 01:21:05.539 Crisis averted, OK.