Contacts - Online Ordering



To Navigate to Contacts:

Step      Action

  1.        Select {CRM} and then select the Contacts tab.

  2.        Use search filters to locate the desired Contact.

  3.        Select the contact's name to open the Contact view page.


The Contact Edit modal can be opened by hovering over Actions menu and selecting {Edit} from the drop-down.


Adding Online Ordering Information

Step     Action 

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen to auto scroll to Locations section.



  2.       Complete fields for contact's Online Ordering information.  

Field
Description
Payment
These are the payment options that the Contact will have available to them at checkout. If this field is left blank, the Customer's options will be used.
Role
This is the role that will control what the Contact can see and do online.
Username
This is the username the Contact will login with, it must be unique.
New Password
Enter a New Password.
Confirm New Password
Re-enter password to Confirm New Password.
Portals
Portal Access
These selections are the portals that the Contact has access to.
Default Portal
This is the Contact's default portal that urls will be created from and that the main default portal will direct them to on login. 
Budgets
To Add a Budget:
1. Select {Add} under Budgets. An Add Product modal will open.
2. Check boxes on left-hand side for any budgets to be added.
3. Select {Add}.
To Create a New Budget
1. Select {New} under Budgets. A New Budget modal will open.

2. Complete the fields.


FieldDescription
ActiveDefault set to Yes. Toggle switch to No to set budget as Inactive.
CodeEnter a budget Code.
NameEnter a budget Name.
AmountEnter a value for the budget Amount.
Shipping, Postage, and TaxesDefault set to No. Toggle switch to Yes to apply budget to each item.
Start DateSet a budget Start Date using the calendar.
End DateSet a budget End Date using the calendar.
FrequencySelect a budget Frequency (One Time, Weekly, Monthly, Quarterly, or Yearly) from the drop-down.
Roll OverDefault set to No. Toggle switch to Yes to allow budget amount to roll over to the next budget installment.

Note: This field is only visible if frequency is set to more than 'One Time'.


3. Select {Save}. 

To Edit a Budget


1. Select the Code for the Budget to be edited. The Budget modal will open.

2. Make required changes.

3. Select {Save}.

To Remove a Budget

1. Check boxes on left-hand side of each budget to be removed.

2. Select {Remove}.

Default BudgetSelect a Default Budget from the drop-down.
Budget RequiredDefault set to No. Toggle switch to Yes if a budget is required for this contact.
Products
To add, edit, or delete products, see Contacts-Products.
Approvers

Note:  An initial save needs to be done on the Contact modal prior to adding approvers. 

If you attempt to add approvers without having saved the modal first, an error message will generate.
Select some options from the drop-down.
Note: Additional levels for Approvers can be added by selecting the + icon to the right-hand side of the drop-down. The additional approver levels will automatically be removed if there are no names in the drop-down.


 

  3.        Select {Save}. A results window will pop-up to indicate the online ordering 

             section has been saved.


Editing or Deleting Online Ordering Information

Step     Action

  1.       From the Contact edit modal window, make required changes to fields under Online Ordering section.

  2.       Select {Save}. A results window will pop-up to indicate the online ordering 

            details have been saved.