Main Menu > Debtors > Maintenance > Web ID Maintenance Main Menu > Sales Ordering > Web Orders > Web ID Maintenance |
The Web ID Maintenance program allows users to edit a customers Web ID and change the customer code the Web ID belongs to. This is useful for when the Web ID has accidentally been linked to the wrong customer code.
Web ID Maintenance Screen
Web ID - Displays the selected Web ID. A Web ID is not the same as a the login customers use to access the website. It is a unique user identifier usually issued by the website. Web Login - The Web Login for the selected Web ID Email address - The email address for the selected Web ID User's Name - users name for the selected Web ID Cust Code - The customer code the selected Web ID belongs to Account Mgr - Displays the Rep Code on the selected customer masterfile Default Del Code - Default delivery code for the selected Web ID (leave blank for no default delivery address) or click to search |
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Web/EDI Order Processing Section: Import Orders for Processing - When ticked web orders will import into your web order inbox. This box should only be unticked if you are forwarding the orders on to another business to complete and invoice. Forward Orders - •Do Not Forward - Web orders will not be forwarded •Email - Web orders will be forwarded via email for the selected Web ID •Fax - Web orders will be forwarded via fax for the selected Web ID •Printer - Web orders will print for the selected Web ID •Forwarding Email/Fax/Printer - Users can enter an email address, fax number or printer for the web orders to be forwarded to or click to search |
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Website Display Options Section: Display Invoice History - When ticked invoice history will be displayed on the website for this user Display Loyalty Points - •Automatic - Will display loyalty points on the website for the selected Web ID if no other Web ID for this customer is flagged Yes •Yes - Will display loyalty points online only for the selected Web ID for this customer •No - Will NOT display loyalty points online for the selected Web ID |
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Save - Saves any changes made to the selected customer Web ID Delete - Deletes the selected customer Web ID Listing - Exports a list of existing customer Web ID's to an excel spreadsheet |