Overview
Almost all customer details are maintained in PRONTO and integrated to the website. However, there are settings on the website which override some role and system based settings.
These settings are maintained via 'Customer Maintenance'.
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Any changes made to Delivery Addresses which are integrated from PRONTO will be overridden on the next integration. |
Custom Catalogue Access
Access to Custom Catalogues can be defined at a user or customer level. When granting access to a custom catalogue at the customer level, all users on that account will have access to the catalogue. For information on maintaining custom catalogues, see Creating A Custom Catalogue (2014R1).
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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
Cost centres are used within the context of company budget practices. When cost centres are used in CSS, the cost centre is selected on each line item of an order before checkout.
Cost centres are maintained at the customer level and are shown on all orders for customers who have cost centres enabled.
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If cost centres are set as mandatory on order lines, cost centre codes must be set up for the customer, otherwise the user will not be able to complete their ordercheckout. |
To Add a New Cost Centre:
Login as an Administrator.
- Navigate to 'Accounts' --> 'Customer Maintenance' (/CustomerMaintenance.aspx)
- Search for the required customer.
- Select the record via radio button.
- Click the 'Cost Centres' tab.
- Click 'New'.
- Enter a value in the 'Cost Centre Code' field.
- 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.
- Click 'OK' to save.
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 PRONTO and integrated automatically. If the delivery addresses are not maintained in PRONTO, they can be maintained on the 'Delivery Addresses' tab in Customer Maintenance.
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Customer AuditingAny changes made to a customer via the website's customer maintenance page is are recorded for Auditing purposes. The following information is recorded when a change is made.:
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