Use the Contact WOE Parameters window to enable a customer contact for access to your web site. When a customer has more than one person using your web site, each contact should have their own web settings. Contact settings include unique passwords and access to different parts of the web site. For example, you may limit who in your company can view accounts receivable information. Defining separate settings for each user lets you track each user's web orders and usage.
The
To enable a customer contact:
From the Maintenance menu, select Contact and display a contact record.
From the Information menu, select Web Order Entry Information to display the Contact WOE Parameters dialog box.
In the Web Order EntryLogin field, enter the login ID that the contact uses along with the password to access the web site. Logins must be between 6 and 40 characters in length.
In the Web Order Entry Password field, enter the contact's password. Passwords must be between 6 and 14 characters in length.
In the Order Credit Limit field, enter the dollar amount that the contact can spend in a single order without authorization from an account manager. For example, if you enter $1000.00 in this field, the contact can place orders for $1000.00 or below without having to submit the orders for approval.
Select the Authorized check box to enable the following options, as necessary:
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Option |
Description |
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Hide Account Inquiry Button |
If selected, hides the Account Inquiry web button for this contact. The button displays all open invoices, shipping and billing information, and order items. If this field is blank, the system uses the setting in the Hide Account Inquiry Button field in the B2B/WOE Remote Order Entry Parameters window for the customer account to which the contact belongs. If that field is also blank, the system uses the setting in the |
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Hide Order History Button |
If selected, hides the Order History web button for this contact. The button displays all previous invoices, shipping and billing information, and order items. If this field is blank, the system uses the setting in the Hide Order History Button field in the B2B/WOE Remote Order Entry Parameters window for the customer account to which the contact belongs .If that field is also blank, the system uses the setting in the |
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Superuser |
Assigns superuser authority to the contact. A superuser can set up web access for other contacts linked to the same customer account. |
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Allow Ship To Creation |
If selected, the contact can enter a new shipping address information on the Choose a Shipping Address web page in Web Commerce. If this field is blank, the system uses the setting defined in the Allow Creation of New Ship To Customers field in the B2B/WOE Remote Order Entry Parameters window for the customer account to which the contact belongs. If that field is blank, the system uses the |
|
Prevent Modification of Non-WOE Bids |
Prevents or allows the contact with web site access to modify bids for the customer that were created using the Eclipse system. If selected, the contact can only modify bids that were created by his or her customer using the web. Bids created in the Eclipse system display without the Modify Bid button. If this field is blank, the system uses the setting defined in the Prevent Modification of Non-WOE Bids field in the B2B/WOE Remote Order Entry Parameters window for the customer account to which the contact belongs. If that field is blank, the system uses the |
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Credit Decision Maker |
Indicates whether this contact can purchase any product up to any amount without any limits, if the Enable WOE Contact Credit Limits control maintenance record is set to Yes. If this contact is not a credit decision maker, assign account managers, which are credit decision makers assigned to other users, to the contact using the Account Managers field. Contact account managers have authorization access for orders the contact places that are over the credit limit or contain products not on the authorized-to-buy list for the contact. See Defining Credit Limits and Master Bid Lists for Web Commerce for additional information about credit limits. |
|
Enable Ship Branch Override |
Applies to Web Commerce. Prevents or allows the contact to override the shipping branch on the Shipping Information page.
Leave this field blank to use the setting in the setting in the Enable Ship Branch field in the B2B/WOE Remote Order Entry Parameters window. If that field is blank, the system uses the setting in the |
|
Enable Ship-to Editing |
Prevents or allows customer contacts to edit existing ship-to information on the current web order on the Web Commerce site.
If this field is blank, the system uses the setting in the Enable Ship-to Editing field in the B2B/WOE Remote Order Entry Parameters window for the customer ship-to account. If that 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 control maintenance record. |
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Indicates whether the trackers shown in the Web Care site are view-only for this contact. Deselecting this option allows the contact to edit trackers on the Web Care site. |
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Email On Tracker Updates |
If selected, the contact receives e-mail when a user updates a Web Care tracker. |
Click OK to save your settings and return to the Contact Maintenance window.
To disable a customer contact:
From the Maintenance menu, select Contact and display a contact record.
From the Information menu, select Web Order Entry Information to display the Contact WOE Parameters dialog box.
In the Web Order EntryLogin and Web Order Entry Password fields, delete any existing login and password so the fields are blank.
See Also: