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Use Settings > Storefront to control what your clients can see in the Storefront and which subscriptions they can ask to change. This page is for MSP staff with Manage access to the Storefront resource.
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Before you start

  • Connect Pax8, Sherweb, or both in Settings > Integrations. Without one, Settings > Storefront shows No Storefront Integration with a link to Integrations. See Set Up Pax8 for Subscriptions and Storefront.
  • Map each distributor company to an MSPortal company. Only mapped companies appear.
  • You need Manage access to the Storefront resource (in the role editor, Storefront with Manage access) to change anything. Users with only settings read or write access can open the page but cannot save.
  • The self-service rules and the Apply to All button are for Pax8. Sherweb has no per-subscription rules. Sherweb requests always start as Pending approval.
  • The page has two tabs, Self-Service and Catalog.

Choose who is notified about requests

1

Open Settings > Storefront

Click Settings in the sidebar, then Storefront. The Self-Service tab opens first.
2

Open the Approver Role list

In the Request Approvals card, open the Approver Role list.
3

Choose a role

Pick a company role, or No role set. The change saves right away and a message reads Approver role saved.
Members of this role, for the requesting company, are notified of every new request. They can also approve or reject it. Primary admins are always notified. The role applies to both Pax8 and Sherweb.

Set self-service defaults (Pax8)

1

Open the Self-Service tab

Go to Settings > Storefront > Self-Service.
2

Set the defaults

Turn Allow Self-Service by Default on or off. Enter Min Qty (at least 1) and Max Qty. Leave Max Qty empty for no limit.
3

Save

Click Save Defaults. A message reads Global settings saved. The defaults apply to subscriptions that sync in after this point. They do not change subscriptions you already have.
4

Optional: apply to every active subscription

Click Apply to All to copy these three values onto every active Pax8 subscription. It also sets Approval to Required on all of them. This overwrites the rules you set on individual subscriptions.
New subscriptions start with Approval set to Required unless a vendor override or a saved default says otherwise.

Set rules for one subscription (Pax8)

1

Find the subscription

On the Self-Service tab, scroll to Subscription-Level Settings. Use the filters under Product, Company, Self-Service, and Approval to find it. The table shows 25 subscriptions per page.
2

Open Edit Self-Service Settings

Click the row, or click the … menu and choose Edit Settings.
3

Set the rules

Turn Allow Quantity Changes on to let clients request changes. Turn Require Approval on to hold changes for review. Enter Minimum Quantity and Maximum Quantity. Require Approval and the limits are unavailable while Allow Quantity Changes is off.
4

Save

Click Save Settings. A message reads Subscription settings saved.
The dialog shows the current quantity so you can pick sensible limits. The row menu also has Change Quantity for subscriptions that allow changes. It sends a request like a client would.

Choose which products clients see

1

Open the Catalog tab

Go to Settings > Storefront and click Catalog. Pax8 and Sherweb each get their own table when both are connected.
2

Find the product

Type in the filter under Product, or use the filters under Vendor, Category, Visible, and Featured. The table shows 20 products per page.
3

Show or hide it

Turn the Visible switch on to show the product to clients, or off to hide it. Hidden products never appear in the client catalog. Existing subscriptions are not cancelled.
4

Feature it

Turn the Featured switch on to put the product at the top of the client catalog. The switch is unavailable while the product is hidden.
To change many products at once, check the boxes in the first column. A bulk Actions menu appears with Show Selected, Hide Selected, Feature Selected, and Unfeature Selected. The header checkbox can select every product that matches your filters. The Pax8 table shows Product, Vendor, Category, Retail Price, Visible, and Featured. The Sherweb table shows Product, SKU, Visible, and Featured.

Approve client requests

Requests appear on Storefront > Requests. See Review requests (MSP staff) for the full steps. Approving a request does not change the subscription. You still make the change with the distributor, then mark the request fulfilled after the next sync confirms it.

How data syncs

  • Pax8 data syncs automatically once a day, at 06:00 UTC. Sherweb syncs once a day at 07:00 UTC.
  • Products are refreshed about once a week on the schedule. A manual sync refreshes them right away.
  • Only subscriptions for mapped companies are imported.
  • To refresh sooner, run Sync Subscriptions on the Complete step of the Pax8 setup, or click Sync product catalog on the Pax8 integration in Settings > Integrations.

Troubleshooting

Frequently asked questions

Settings > Storefront has two tabs, Self-Service and Catalog. Approval is set per subscription with Require Approval, and the Approver Role decides who is notified and can approve.
No. It only removes the product from the client catalog.
No. They apply to new subscriptions. Use Apply to All to overwrite existing ones.
No. You make the change in Pax8, then mark the request fulfilled after the next sync.
MSP staff with Manage access to the Storefront resource. Company users do not see prices on Pax8 rows.