The Online Ordering section of the Contact Edit modal provides settings for a Contact's online ordering access.
There are a few ways to open a Contact Edit modal.
- CRM > Contact > Edit from vertical ellipses drop-down
- Contact View page > Actions > Edit
- Customer View page > Contacts section > Pencil Icon
- Quote/Order/ View page > Pencil icon to right of Contact name under Customer Details
Adding Online Ordering Information
Step Action
1. From the Contact edit modal window, select {Online Ordering} on the right hand
side of the screen to auto scroll to the Online Ordering 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. Note: If the contact role is set as 'Online Ordering-Needs Approval' but no approver is assigned, the contact will not require approval to submit an online order. | ||||||||||||||||||||||||||||||||
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 |
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Budgets | These are the Budget options that the Contact will have available to them when ordering online.
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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. | This determines if the contact will be required to submit online orders for approval. Notes:
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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.