CyberStore Workflows

CyberStore workflows explain how related features are used together to accomplish a broader business or implementation goal. They provide the planning context, recommended sequence, and practical considerations that are intentionally outside the scope of individual maintenance-screen references.

Build and maintain the catalog

Start with Working with Items when planning categories, loading SYSPRO stock codes, organizing Models and SKUs, enriching item information, or preparing product images.

Use Browse Item Listings to understand Tile and List presentation and the view switcher available when a listing supports both modes.

Manage customer accounts

Use Customer Account Administration to delegate management of an organization’s linked shopper Accounts, ordering access, order-history visibility, shipping-price visibility, and Customer Item Lists.

Use Manage B2B Shipping Addresses when an eligible on-file B2B shopper needs to add, edit, or remove saved SYSPRO ship-to addresses and select one during multi-step checkout.

Use Open and Share Account Documents to work with direct links to orders, dispatch notes, invoices, and returns and to share eligible invoice links without bypassing Account access controls.

Find a dealer

Use Dealer Search to search from a current location or entered address, choose a distance, and review distributor details on the map.

Support PunchOut purchasing

Use Working with PunchOut to enable the feature, configure a procurement relationship, return cart data, and apply an Account-specific transformation when required.

Work with item lists

Use Working with Item Lists to choose Account or Customer ownership, maintain list contents, and understand how signed-in shoppers use and create lists.