Online Ordering
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 |
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Budgets |
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Products | These are the products that this Contact has access to. For more information, 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. |
For more information, see Contact - Online Ordering.