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MultiExcerptNameFeature Title

Allowing Users With Multiple Accounts to Track All Orders


Overview


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MultiExcerptNameFeature Overview


Excerpt

In Customer Self Service, a system setting controls whether B2B users can see and track the orders for ALL accounts they have access to, or just for account they are currently operating on. This article guides site Administrators in updating the relevant flag to enable or disable this function.


 


Step-by-step guide

To Allow Multiple Account Users to View All Orders:

  1. Login as an Administrator.
  2. Navigate to 'Preferences' --> 'System Preferences' (/zPrefs.aspx).
  3. Click the 'Browse' tab.
  4. In the 'Order Search Options' section, tick the 'Include all MultiAccount Customer Orders' flag.
    If this is not ticked, the Order History page will only include those orders for the current account.
  5. Click the 'Update' button to save.

 


Additional Information


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MultiExcerptNameAdditional Info


Note

This functionality is not available where Live order enquiries are made, due to speed considerations with the ERP query. Only sites using standard order tracking can enable this function.




Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

**.**.**


Prerequisites


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Info

This functionality does not operate from the PRONTO Bill-To structure. The accounts MUST be set up in the CSS Multi Customer area against the user. This allows for more flexibility in control over the accounts.

See Drilling Down to a Sales Order from the Bill-To Account for details on setting this up.



Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Administration


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

B2B


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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