To assign B2B or WOE parameters to a customer:Use the B2B/WOE Remote Order Entry Parameters screen to enter additional web site information for a customer. Many entries override control maintenance records. Override global settings to customize your web site for each customer.
The WOE.MAINT authorization key controls access to this screen.
This topic describes how to complete the following tasks for a customer:
To assign B2B or WOE parameters to a customer:
From the Files menu, select Customer to display the Customer Maintenance screen.
Use the Remote hot key to display the Remote Order Entry Parameters screen.
Use the WOE Info hot key to display the B2B/WOE Remote Order Entry Parameters screen.
Enter the B2B/WOE remote order entry parameters according to the following descriptions:
|
Field |
Description |
|
B2B/Web Order Entry Password |
The password a customer uses to access your web site or to make B2B inquiries. A ship-to customer can use your web site without a password if they use the bill-to customer's password. Passwords must be at least six characters. |
|
Web Order Entry A/R Information Password |
The password to view accounts receivable information. If you leave this field blank, the A/R information is not password protected. This password must be different from the password in the B2B/Web Order Entry Password field. The system checks both bill-to and ship-to accounts for the password. After the customer enters the password, the A/R information remains available during that web session. |
|
Show List Price in Web Order Entry |
Indicates whether to show list prices, in addition to customer's prices, for items on an order or bid. Press F10 and select Yes or No. Leave this field blank to use the setting in the Display List Price In WOE control maintenance record. If the control maintenance record is blank, the default setting is N. |
|
Force Info to be entered on the CC Page |
Indicates whether credit card information is required to make an order. Press F10 and select Yes or No. If this field is blank, the system uses the setting in the Force Info To Be Entered On The WOE Credit Card Page control maintenance record. |
|
Require Ordered By |
Indicates whether the user is required to enter ordered by information on the Shipping Information page. Press F10 and select Yes or No. If this field is blank, the system uses the setting in the Require Ordered By In WOE control maintenance record. If you require ordered by information, and set up authorized personnel, only the authorized personnel can place an order. |
|
Allow Creation of New Ship To Customers |
Applies to Web Commerce. Indicates whether the customer can create new ship-to accounts in their customer file on the Choose a Shipping Address page in Web Commerce site. Press F10 and select Yes or No. If this field is blank, the system uses the setting in the Allow Creation Of New Ship-To Accounts In WOE control maintenance record. For a contact, the system uses the Allow Ship To Creation field on the Contact WOE Parameters screen for that contact. If the contact record field is blank, then the system uses the setting in this field. |
|
Hide Order History |
Shows or hides the Order History web button. The button displays all previous invoices, shipping and billing information, order items, and so on. Press F10 and select Yes or No. If this field is blank, the system uses the setting in the Hide Account Inquiry And Order History Buttons In WOE control maintenance record. For a contact, the system uses the Hide Order History Button field on the Contact WOE Parameters screen for that contact. If the contact record field is blank, the system uses the setting in this field. |
|
Hide Account Inquiry Button |
Shows or hides the Account Inquiry web button. The button displays invoice details, cash receipts, deposits, and shipping and billing information. Press F10 and select Yes or No. If this field is blank, the system uses the setting in the Hide Account Inquiry Button In WOE control maintenance record. For a contact, the system uses the Hide Account Inquiry Button field on the Contact WOE Parameters screen for that contact. If the contact record field is blank, the system uses the setting in this field. |
|
Hide Stock Products with Zero Pricing |
Shows or hides stock/catalog products that have a price of zero. Press F10 to select Yes or No. Select Yes to prevent orders of unpriced products. When left blank, products that have a price of zero or no price associated with them display. |
|
Display ID |
(Level 1 Web Sites only). Displays predefined product categories assigned to a display ID in Product Category Display Order. |
|
Maximum Ship-To's Listed Per Page |
The maximum number of ship-to accounts to list on a single web page. |
|
Prevent Modification of Non-WOE Bids |
Prevents or allows the customer contacts with web site access to modify bids entered for this customer from the Eclipse system. The default setting is No. If set to Y, the customer can only modify bids that were created by this customer using the web site. Bids created in the Eclipse system display without the Modify Bid button. If this field is blank, the system uses the setting in the Prevent WOE Customers From Modifying Non-WOE Bids control maintenance record. For a contact the Prevent Modification of Non-WOE Bids field is used. If the contact record field is blank, the system uses the setting in this field. Note: If the contact record setting is No, you cannot override it at the customer level. You must clear the field in the contact record for the setting in the customer record to take effect. |
|
Display PDW Products |
Applies to Web Commerce. Displays the products in the Product Data Warehouse to the customer. If this field is blank, the system uses the setting in the Display PDW Products In WOE control maintenance record. |
|
Display Catalog Products |
Applies to Web Commerce. Displays the catalog products to the customer. If this field is blank, the system uses the setting in the Display Catalog Products In WOE control maintenance record. |
|
Enable Ship Branch Override |
Applies to Web Commerce. Prevents or allows customer contacts to override the shipping branch on the Shipping Information page.
Leave this field blank to use the setting in the WOE Ship Branch Override control maintenance record. If the control maintenance record is blank and the Enable Ship Branch field in the Contact WOE Parameters screen is blank, the default setting is No. |
|
Enable Ship-to Editing |
Applies to Web Commerce. Prevents or allows customer contacts to edit existing ship-to information for the current web order on the Web Commerce site.
For a contact, the system uses the setting in the Enable Ship-to Editing field on the Contact WOE Parameters screen for that contact. If the contact record field is blank, then the system uses the setting in this field. If this field is blank the system uses the setting in the bill-to customer record. If that setting is also blank, the system uses the setting in the Allow Editing Of Existing Ship-To Accounts In WOE control maintenance record. |
Press Esc to save your changes and save the customer record.
To set a message that displays when the customer
logs in to the web site:
Complete steps 1 through 4 in "To assign B2B or WOE parameters to a customer."
Use the Login Message hot key to display the WOE Login Message screen.
Type the contents of the message to display when the customer logs in to your web site.
Press Esc to save your changes.
Note: The message you enter here also displays when Remote Order Entry users log in to Eclipse.
Complete steps 1 through 4 in "To assign B2B or WOE parameters to a customer."
Use the WOE Logoff URL hot key.
At the URL prompt, enter the URL you want to display for the customer when they log off your web site. The system uses the URL you enter here instead of the URL assigned in the World Wide Web Home Page WWW URL control maintenance record when a user logs off the web site.
Press Esc to save your changes.
See Also:
Setting Remote Order Entry Parameters