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Customer Self Service allows for order comments to be entered by B2B users You can let B2B buyers add comments to their orders on checkout. These comments are then written to a pre-determined field on the ERP order on integration.

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  1. Login as an Administrator.
  2. Navigate to 'Customers - Role Management'.
  3. Select the appropriate B2B role via radio button. The page will re-load to display role details.
  4. Click the 'Functions' tab.
  5. Click 'Modify'.
  6. Locate the setting labelled 'Enter Order Comments (applies to B2B only)'
    1. To enable order comments, ensure the box is ticked.
    2. To disable order comments, ensure the box is unticked.
  7. Click 'OK' to save changes.
  8. Locate other B2B roles to be updated via the 'Search' tab or use the '<Prev Next>' links at the top of the 'Functions' tab.
  9. Repeat steps 5-7 as needed.

 


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Intended Audience: System Administrators

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