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Overview

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

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guide

Update 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 customer settings and values as required.
   
7. Click OK to save.
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Custom Catalogue Access

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2. To save changes, click OK.
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Assign access to Custom 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. Custom Catalogues can be assigned at the 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 custom catalogue 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.
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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 default when the user logs in.
4. Click 'OK' to save.

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2. If this catalogue is to default when a user in this customer account first logs in, tick the Default checkbox.
   
   
3. To save this access, click OK.

Maintain 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.

Maintain 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.
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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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Warning Notes

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To Enable Warning Notes:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
3. On the 'General' tab, tick the box for 'Enable Customer Warning Note'.
4. Click the 'Update' button to save.

To Add a Warning Note:

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 'Customer Details' tab.
6. Click 'Modify'.
7. Update the text in the 'Warning Note' field.
8. Click 'OK' to save.

User Maintenance

Maintain Customer Users

In Customer Maintenance, the 'All Users' tab displays all users attached to that customer account. The user's login ID, first name and surname are displayed, along with the approval limit, order limit and requisition limit. An 'Edit' button is displayed against each user. Clicking the edit button will load Click the Edit button to access the 'Advanced User Maintenance' page, where user details and settings specific to this Customer can be edited. 

Related help

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