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
Select applicable payment options from the drop-down menu.
Role
Select applicable roles from the drop-down menu.
Username
Enter contacts Username.
New Password
Enter a New Password.
Confirm New Password
Re-enter password to Confirm New Password.
Portals
Portal Access
Select some Portal Access options from the drop-down.
Default Portal
Select a Default Portal from the drop-down.

Products
To add, edit, or delete products, see Contacts-Products.
Approvers
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.