Customer Settings

The Customer Settings tab in eStore Settings Maintenance allows users to configure default customer settings.

Number 1

Customer Default Settings: These options set the system defaults for all customers. Users can override these settings for individual customers if required in Customer Masterfile Maintenance, and for individual users in eStore Web Login Maintenance.

•Display Invoice History -

oYes - Customers can see their invoice history by default.

oNo - Customers cannot see their invoice history by default.

•Display Orders -

oYes - Customers can see their order history by default.

oNo - Customers cannot see their order history by default.

•Enable Loyalty Claims -

oSystem Default (Eligible Customers) - Follows the system default setting for customers who are eligible for loyalty claims.

oYes - Allows customers to submit loyalty claims online.

oNo - Does not allow customers to submit loyalty claims online.

•P/O Number Required -

oSystem/Customer Default - Follows the system default setting or customer default setting.

oYes - Customers must enter a purchase order number when placing an order by default.

oNo - Customers do not need to enter a purchase order number by default.

•Cost Centre Required -

oYes - Customers must enter a cost centre when placing an order by default.

oNo - Customers do not need to enter a cost centre by default.

•Upload All Addresses -

oYes - All customer addresses will be uploaded to the eStore by default.

oNo - For users that are not assigned a specific delivery code in eStore Web Login Maintenance, all customer delivery address will be uploaded. For users that have been assigned a single delivery code, only the specified delivery address will be uploaded for those users.

•Favourites List Sharing -

oEnabled - Favourites list sharing will be enabled for customers by default.

oDisabled - Favourites list sharing will be disabled for customers by default.

•Default Password for New Users - A default password can be set for all new users when they are created.

•'Previously Purchased' History Upload -

oNone - No previous purchase history will upload to the eStore.

o1 Year - The last 12 months of purchase history will upload to the eStore.

o2 Years - The last 24 months of purchase history will upload to the eStore.

o3 Years - The last 36 months of purchase history will upload to the eStore.

o5 Years - The last 60 months of purchase history will upload to the eStore.

oAll - All purchase history will upload to the eStore.

Number 2

Credit Control Settings: These options set the system defaults for how payments are handled for different account types.

•Require Payment for ‘Pay on Pickup’ Accounts

oYes - Customers with Pay on Pickup accounts must pay online before they can complete their order.

oNo - Customers with Pay on Pickup accounts can place orders without paying online.

•Require Payment for ‘Dormant’ Accounts

oYes - Customers with dormant (inactive) accounts must pay online before placing an order.

oNo - Dormant accounts can place online orders without upfront payment.

•Require Payment for Accounts on Manual Hold

oYes - Customers whose accounts are manually placed on "HOLD" by setting the Credit Control option in Customer Masterfile Maintenance - General Information Tab to "HOLD" must pay online to submit an order.

oNo - These customers can still submit online orders without payment.

•Require Payment for Accounts on Credit Hold

oYes - Customers on automatic credit hold must pay online before an order can be submitted.

oNo - Customers on automatic credit hold can place online orders without upfront payment.

Number 3

Customer Initiated Data Updates on eStore: These settings control what happens when a customer updates their details on the eStore. For each field, choose whether the change should update automatically in BBS, send an email notification, do both, or be ignored.

•Company Name

oUpdate in BBS - Automatically update the company name in BBS.

oNotify via Email - Send an email to advise that the company name was changed.

oUpdate and Notify - Update the company name in BBS and send an email notification

oIgnore - Do not update or send a notification.

•Billing Address

oUpdate in BBS - Automatically update the billing address in BBS.

oNotify via Email - Send an email notification about the change.

oUpdate and Notify - Update the billing address in BBS and send an email.

oIgnore - Do not update or send a notification.

•Accounts Contact

oUpdate in BBS - Automatically update the accounts contact in BBS.

oNotify via Email - Send an email when this is changed.