Web Login Default Settings:

•Display Invoice History -

oSystem Default - Uses the system default setting for Display Invoice History as defined in eStore Settings Maintenance.

oYes - Own Orders - Users can view only their own invoices for orders submitted under their web login.

oYes - All Invoices - Users can view all invoices for the customer account.

oNo - Hides invoice history from the eStore entirely.

•Display Orders -

oSystem Default - Uses the system default setting for Display Orders as defined in eStore Settings Maintenance.

oYes - Own Orders - Users can view only their own orders submitted under their web login.

oYes - All Orders - Users can view all orders for the customer account.

oNo - Hides order history from the eStore.

•Enable Loyalty Claims -

oAuto - If Customer is Eligible - Automatically enables loyalty claims for customers who meet eligibility criteria.

oYes - Loyalty claims are enabled for this customer regardless of eligibility rules.

oNo - Loyalty claims are disabled for this customer.

•P/O Number Required -

oSystem Default - Uses the system default setting for P/O Number Required as defined in eStore Settings Maintenance.

oYes - A P/O number is mandatory for order submission on the eStore.

oNo - P/O number entry is optional.

•Cost Centre Required -

oSystem Default - Uses the system default setting for Cost Centre Required as defined in eStore Settings Maintenance.

oYes - Per Order - A Cost Centre must be entered before submitting an order for the selected customer.

oYes - Per Order Line - A Cost Centre must be entered for each order line before submitting an order for the selected customer.

oYes - Per Order & Per Line - A Cost Centre must be entered for each order and order line before submitting an order for the selected customer.

oNo - Cost Centre entry is optional.

•Upload All Addresses -

oSystem Default - Uses the system default setting for Upload All Addresses as defined in eStore Settings Maintenance.

oYes - Primary Customer Only - All delivery addresses for this customer are uploaded to web logins linked to this customer.

oYes - Primary and Secondary Customers - All delivery addresses for this customer are uploaded to web logins linked to this customer, and all delivery addresses for any 'Secondary Customers' assigned to web logins linked to this customer are also uploaded.

oNo - Where web logins linked to this customer are linked to a delivery code, only that delivery address will be uploaded, otherwise all delivery addresses will be uploaded for the web logins linked to this customer.

•Favourites List Sharing -

oSystem Default - Uses the system default setting for Favourites List Sharing as defined in eStore Settings Maintenance

oEnabled - Favourites Lists for the selected customer can be shared with other web logins linked to this customer.

oDisabled - Favourites Lists for the selected customer cannot be shared with other web logins linked to this customer. Note: This is the recommended setting for CASH SALE or generic accounts; otherwise, linked web logins will be able to see all other web logins associated with the same BBS customer code.

Users Require Approval:

•Order Approval Required -

oYes - Orders placed by the selected customer will be held for approval before being submitted to BBS.

oNo - Orders placed by the selected user will be submitted directly without requiring approval.

•Approval Threshold - The maximum order value that a user can place without requiring approval.

Customer Default Cost Centres:  

Cost Centre - The customer's defined cost centre/s. Click the to add the cost centre or the to remove the selected cost centre.