EmailMe Form - Technology Details -Solution Design/Implementation

Your Name *
First Last
Organization Name *
Your Title *
Your Email *
Solution Access
Privacy *
This will be a PUBLIC solution - users can access the site, browse, and check out as a guest OR self-register.
This will be a SEMI-PUBLIC solution - users can access the site, browse, and self-register to check out. They cannot use guest check-out.
This will be a SEMI-PRIVATE solution - users can access the site and browse, but must log-in to check out. Users cannot self-register.
This will be a PRIVATE solution - users must log in to access the site, browse, and check out. Users cannot self-register.
This will be a punchout integrated solution. Users must login to their ERP before accessing the site.
Other
NOTE: If users cannot self-register, Boundless will need to pre-load all users and manage user access throughout the life of the program. Client will be responsible for providing accurate user information to facilitate this process.
New Users *
We would like to utilize a New User Request form that will allow new users to request access to the solution. New users will be approved by Client and created by Boundless after approval.
New & Terminated Users will be sent to Boundless on a recurring basis to update access.
New users will be sent to Boundless as they are hired as part of the onboarding process. Terminated users will be sent to Boundless when they are no longer employed by Client as part of the offboarding process.
Other
User Access to Products *
All users will be able to see and purchase the same products.
Some users will need to see and purchase different products dependent on the buying group to which they belong.
Payment
Payment Methods *
Invoice to Buyer
Invoice to Client Accounts Payable address
Credit Card / P Card
No payment needed - FREE goods to all approved users.
Other
Check all that apply.
NOTE: If this is a client owned inventory solution, the Client's Payment Merchant Account/Credit Card Gateway would need to be provided to facilitate credit card purchases. Monies collected would be deposited directly with a Client Name banking institution as determined by the provided Merchant Account.
Client's Accounts Payable Address *

Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country / Region
Invoice Options *
Require Purchase order for checkout.
Require Cost Center for checkout.
Require GL Code for checkout.
Other
Check all that apply.
Order Approval Options *
No approval is needed for orders to move to production as ordered.
Approval is needed by Client if the order is over a certain dollar amount. Once approved, the order can move into production.
Approval is needed by Client for ALL orders placed prior to moving into production.
Approval Threshold *
$ Dollars . Cents
Enter the dollar amount threshold for approval. Example: If over $_____, approval is required.
Is Boundless managing user budgets for this account? *
Yes
No
NOTE: If budgets are enabled, self-registration will not be available for these users. An approved user list with associated budget amounts will need to be provided by Client to Boundless for initial upload prior to launch and ongoing to replenish budgets or add new users throughout the life of the program.
Special Payment Features to Enable: *
NONE
Gift Certificate redemption.
Gift Certificate purchase.
Coupon Code redemption.
Other
Check all that apply.
Shipping
Freight Charges *
Charge end users freight using a standard freight integration based on the weight of the order.
Offer FREE freight to buyers when they ship to specific locations. Charge for freight using a standard freight integration based on the weight of the order for other locations.
Offer FREE freight to ALL buyers.
Other
NOTE: Unless shipping on the Client freight account, all FREE freight options will be invoiced to Client by Boundless monthly.
Freight Carrier *
We would like to utilize our freight account for applicable freight charges.
We would like to utilize the Boundless freight account for applicable freight charges.
NOTE: If you choose to use the Boundless freight account, Boundless will either charge the end user or you for freight costs.
Users should be able to ship via the following freight options: *
Ground Delivery
3-Day Delivery
2-Day Delivery
Standard Overnight Delivery
Expedited Overnight Delivery
Other
Check all that apply.
Sales Tax
Exemption Status *
Our organization is tax exempt.
Our organization is NOT tax exempt.
Are you able to provide Boundless with your tax exemption certificate? *
Yes
No
Are individual users buying merchandise with their own funds or with Client provided funds/Corporate dollars? *
Personal funds
Client funds / Corporate dollars
Why do we ask this question? Sales tax settings depend on whose funds are being used to purchase the goods at point of sale and whether sales tax should be charged to the organization or to individual users.
Special
Are there any custom questions you need to ask buyers on checkout? *
Yes
No
Example: employee ID, branch location, department, freight number, etc.
Describe the custom questions below. *
Is there anything we missed that would be helpful for us to know about this program before setting up the solution?

Solution Access

Payment

Shipping

Sales Tax

Special