This process is used to maintain customer-level eStore settings, which provide the default values for all web logins linked to the customer.
Individual web login settings can be configured to override these defaults where required.
Set defaults for all logins on a customer
1.Navigate to Customer Masterfile Maintenance for the required customer. 2.Select the eStore Settings tab. 3.Maintain the required defaults, which include: •Display Invoice History •Display Orders •Enable Loyalty Claims •P/O Number Required •Cost Centre Required •Upload All Addresses •Favourites List Sharing •Previously Purchased History Upload •Order Approval Required and Approval Threshold 4.Click Save Changes
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Override settings for an individual login
1.From the BBS Main Menu, select eStore > Maintenance > eStore Web Login Maintenance. 2.Enter Web ID if known, or click 3.Fields set to Customer Default will inherit the customer setting as defined in Customer Masterfile Maintenance. To override the customer setting for the selected web login, click the drop-down arrow and select a different option. 4.Click Save.
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to search. Control the delivery addresses available to a login
1.In eStore Web Login Maintenance, select the login. 2.If the web login should default to one delivery address, enter the Default Del Code or click 3.Set Upload All Addresses as required: •Customer Default - uses the setting from Customer Masterfile Maintenance. •Yes - Primary Customer Only - allows the web login to choose from the primary customer's uploaded delivery addresses. •Yes - Primary and Secondary Customers - allows the web login to choose from uploaded addresses for the primary and related secondary customer accounts. •No - does not upload all addresses. Note: where a Default Del Code is assigned, the login is restricted to that address. 4. Click Save. |
If there are many logins with the same requirements, set the customer defaults first and override only the exceptions.
When a login is allowed to select another uploaded BBS delivery address, incoming eStore orders retain the selected BBS delivery code.
Display Invoice History includes separate choices for the login's own orders and all invoices; select the access appropriate for that user. |
