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Almost all customer details are maintained in the ERP (e.g., PRONTO) and integrated to the website. However, there are some settings on the website which override some role and system based settingsones.

These settings are maintained by Administrators via the Customer Maintenance screen as an Administrator function accessible in the CMS or when logged into in on your website.

Step-by-step guides

Customer Details

To update a Customer's Detailsdetails:

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

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Catalogues

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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 at a user or customer level. When granting access to a custom catalogue is granted at the customer level, all users on that account will have access to the that catalogue. For information on maintaining custom catalogues, see Custom Catalogues (legacy).

To Add a Custom Catalogue:

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To add a custom catalogue to a customer:

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

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