{"id":2062,"date":"2020-09-23T08:42:58","date_gmt":"2020-09-23T08:42:58","guid":{"rendered":"https:\/\/support.itscope.hostpress.me\/?post_type=kb&#038;p=2062"},"modified":"2025-03-13T13:57:06","modified_gmt":"2025-03-13T11:57:06","slug":"eservices-admin-configuration","status":"publish","type":"kb","link":"https:\/\/guide.itscope.com\/en\/kb\/eservices-admin-configuration\/","title":{"rendered":"eServices Admin"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">General information<\/h2>\n\n\n\n<p>In this area, \u2018<strong>Procure<\/strong>\u2019 and\/or \u2018<strong>Sales<\/strong>\u2019 users with the corresponding<a href=\"https:\/\/guide.itscope.com\/en\/kb\/employee-user-rights\/\" target=\"_blank\" rel=\"noreferrer noopener\"> employee authorization \u2018Administrator\u2019 and \u2018Configure eServices\u2019 <\/a>can define the settings for listing, individual price lists, real-time and the order function.<\/p>\n\n\n\n<p>These settings are valid for all partners on the ITscope platform.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0378de303b9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a0378de303b9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"678\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-9-1024x678.png\" alt=\"\" class=\"wp-image-17661\" srcset=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-9-1024x678.png 1024w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-9-300x199.png 300w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-9-768x509.png 768w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-9.png 1274w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The <strong>eServices Admin<\/strong> tab is divided into the eServices that you provide as a supplier.<\/p>\n\n\n\n<p>These can be the following categories:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Realtime <\/strong>(optional &#8211; if offered by you)<\/li>\n\n\n\n<li><strong>Price list <\/strong>(optional &#8211; if offered by you)<\/li>\n\n\n\n<li><strong>Project list<\/strong> (optional &#8211; if offered by you)<\/li>\n\n\n\n<li><strong>Order <\/strong>(standard tab for distributors)<\/li>\n<\/ul>\n\n\n\n<p>You can make the following settings for your customers in the respective areas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>e-Services contact person<\/strong><\/li>\n\n\n\n<li><strong>e-Service instructions<\/strong><\/li>\n\n\n\n<li><strong>General settings for the e-Service<\/strong><br><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Realtime \/ individual price list \/ project list<\/h2>\n\n\n\n<p>Here you have the option of entering a <strong>contact person<\/strong> and describing the eService for your customers (field: &#8216;<em>Instructions for this eService<\/em>&#8216;).<\/p>\n\n\n\n<p><strong> Important<\/strong>: only users with \u2018<a href=\"https:\/\/guide.itscope.com\/en\/kb\/employee-user-rights\/\" target=\"_blank\" rel=\"noreferrer noopener\">Configure e-Services<\/a>\u2019 authorization are available for selection<\/p>\n\n\n\n<p>Provide instructions on how your customers can best obtain access details, how the price lists should be configured and where these price files are saved.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Order<\/h2>\n\n\n\n<p>In the <strong>order section<\/strong>,&nbsp;we would like to draw your attention to the <strong>underlying settings<\/strong> and the mandatory fields<strong> email for orders<\/strong> and <strong><a href=\"https:\/\/guide.itscope.com\/kb\/bestellkonditionen-fuer-distributoren\/\" target=\"_blank\" rel=\"noreferrer noopener\">ordering conditions<\/a><\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0378de30fb9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a0378de30fb9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11-1024x580.png\" alt=\"\" class=\"wp-image-17666\" srcset=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11-1024x580.png 1024w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11-300x170.png 300w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11-768x435.png 768w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11-1536x871.png 1536w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-11.png 1667w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Regarding the underlying settings, the following options can be configured:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Emails for recipients of orders\n<ul class=\"wp-block-list\">\n<li>For <strong>e-mails for orders<\/strong>, it is mandatory to enter an e-mail address that will be used by ITscope to send orders to you.<\/li>\n\n\n\n<li>Please note that the email-<a href=\"https:\/\/guide.itscope.com\/en\/kb\/settings\/\">notifications for received orders<\/a> are sent to all registered users who also have the <a href=\"https:\/\/guide.itscope.com\/en\/kb\/employee-user-rights\/\">&#8216;<strong>Sell<\/strong>&#8216; user right<\/a>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Various links to <strong>delivery conditions<\/strong>, <strong>RMA<\/strong>,<strong> shipping with own delivery note<\/strong><\/li>\n\n\n\n<li><strong>Orders for companies without a customer number<\/strong><\/li>\n\n\n\n<li><strong>Time until which orders are accepted for next day delivery.<\/strong><\/li>\n\n\n\n<li><strong>Customers may only order items listed in ITscope<\/strong><\/li>\n<\/ul>\n\n\n\n<p>The information you enter will then be visible to customers in the source of supply details and when ordering (before\/after sending) &#8211; see the following screenshots<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0378de31824&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a0378de31824\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"499\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17-1024x499.png\" alt=\"\" class=\"wp-image-17831\" srcset=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17-1024x499.png 1024w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17-300x146.png 300w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17-768x374.png 768w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17-1536x749.png 1536w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-17.png 1820w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0378de31dcc&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a0378de31dcc\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"600\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-19-1024x600.png\" alt=\"\" class=\"wp-image-17837\" srcset=\"https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-19-1024x600.png 1024w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-19-300x176.png 300w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-19-768x450.png 768w, https:\/\/guide.itscope.com\/wp-content\/uploads\/2020\/09\/grafik-19.png 1515w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>General information In this area, \u2018Procure\u2019 and\/or \u2018Sales\u2019 users with the corresponding employee authorization \u2018Administrator\u2019 and \u2018Configure eServices\u2019 can define the settings for listing, individual price lists, real-time and the &#8230;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"kbtopic":[676,680],"kbtag":[],"class_list":["post-2062","kb","type-kb","status-publish","hentry","kbtopic-onboarding-en","kbtopic-orders-en"],"_links":{"self":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/2062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/comments?post=2062"}],"version-history":[{"count":17,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/2062\/revisions"}],"predecessor-version":[{"id":17842,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/2062\/revisions\/17842"}],"wp:attachment":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/media?parent=2062"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtopic?post=2062"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtag?post=2062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}