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eCommerce Connection Statuses

Driver/rep guide to eCommerce connection chips in Encompass Mobile's Customer Event view: what Retail Insights, paylink and dsdlink chips mean and what tapping them does. Requires v23.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.03

Pre-Conditions

Steps

eCommerce Connection Chips are displayed on Encompass Mobile in the Customer Event view.
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  • A dark blue chip indicates that the solution is currently in use for the customer.
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  • An open chip indicates that the solution is available to the distributor, but is not currently in use for this particular customer.
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  • If the solution is neither in use nor available, the chip will not be displayed.
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eCommerce Connection Chip Types:
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  • Retail Insights: If the solution is in use, tapping the chip will open the Retail Insights Dashboard for the customer. If the solution is available but is not in use, a Support task will be created to start the conversation about enabling the customer for the distributor.
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  • paylink: If the solution is in use, tapping the chip will open the Request Payment Dashboard, allowing the user to send a text, email, or generate a QR code to pay any open AR. If the solution is available, but not currently in use, the user will receive a message to reach out to their administrator to enable paylink.
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  • dsdlink: If the solution is in use, tapping the chip will open the dsdlink Manage dashboard. If the solution is available, but not in use, tapping the chip will allow the user to invite any Customer Users in the system to sign up for dsdlink.

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