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These are maintained by Administrators via the Customer Maintenance screen accessible in the CMS or when logged in on your website.

Step-by-step

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guide

Update Customer Details

To update a Customer's details:

1. In the CMS, navigate to Users → Customer Maintenance (or while logged in on the website: Accounts → Customer Maintenance (/CustomerMaintenance.aspx)).
   
   
2. Use the Search tool to find the customer you want to update.
   
   
   
3. Select the radio button for the Customer.
   
   
   
4. To view current details for the Customer, click the Customer Details tab.
   
   
   
5. Click Modify.
   
   
   
6. Update setting customer settings and values as required.
   
   
7. To save changes, click OK.
   
    

Assigning access to Custom Catalogues

A custom catalogue is a set of products that have been grouped together for a specific purpose, customer, user, and are accessible only to subset of users. Access to Custom Catalogues can be defined assigned at a the user or customer level. When access to a custom catalogue is granted at the customer level, all users on that account will have access to that catalogue. 

To add a custom catalogue to access for a customer:

1. In Customer Maintenance, find the Customer, then select the Catalogues tab. Any current catalogues for the customer will be listed.
   
2. Click New.
    
3. Select an available catalogue from the drop-down list.
   
4. If this catalogue is to default when the a user in this customer account first logs in, tick the Default checkbox.
   
   
5. To save this custom catalogue to the customeraccess, click OK.

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If Approval, Order or Requisition limits need to be defined on a catalogue, they must be set at the user level. For more information, see Updating a user's order limits.

Customer Cost Centres

To set the Cost Centre as mandatory:

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As Administrator, navigate to Accounts → Customer Maintenance (/CustomerMaintenance.aspx)

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1. Login as an Administrator.

2. Navigate to 'Accounts' --> 'Customer Maintenance' (/CustomerMaintenance.aspx)
3. Search for the required customer.
4. Select the record via radio button.
5. Click the 'Cost Centres' tab.
6. Click 'New'.
7. Enter a value in the 'Cost Centre Code' field.
8. Enter a value in the 'Name' field - this will be displayed in the drop-down selection on each line of the order for the user to choose from.
9. Click 'OK' to save.
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Creating and assigning Cost Centre Codes to customers or users are now accessible in the CMS. Although you can still create and add cost centres through the old Customer Maintenance functionality, it is recommended that the Cost Centre settings via Feature Settings be used. See Cost Centres.

Customer Delivery Addresses

A Customer may have several delivery addresses for a user to chose from when placing orders. These delivery addresses can be set up in the ERP (PRONTO) and integrated automatically. If the delivery addresses are are not maintained maintained in PRONTOthe ERP, they can be maintained on the 'online in Delivery Addresses' tab in Customer Maintenance. 

To Add add a New new Delivery Address:

1. Login as an Administrator.

2. Navigate to 'Accounts' --> 'In Customer Maintenance'  (/CustomerMaintenance.aspx)Search for , find the required customer.
3. Select the record via radio button.
4. Click the 'Delivery Addresses' tab.
5. Click 'New'.
6. Enter the delivery address details as required.
7. Click 'OK' to save.
    Image Removedcustomer, then click the Delivery Addresses tab.
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8. Click New.
   
   
9. In Name, enter a name/description for the new delivery address. 
   
   
10. In the Address and Post Code lines, enter the address. 
    
    
11. In Instructions, enter any delivery instructions for this address. 
    
    
12. To save the address, click OK.
     

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