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Overview
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This article explains the creation process of a user for customers' access to E-commerce. If you use K2K for Sales as a customer company, this should be useful. |
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1.1 Go to Setup > Customers. 1.2 Click on the "Add Customer" green button. 1.3 A new window will open where you will be able to enter the customer information such as name, type, addresses, and emails. You can Save the customer anytime you want to. 1.4. Click on the Customer Account "Advanced" Setup link and enter the information required. Notice in order to calculate the prices for this customer you can either associate a price list (from the price list tab in this window) or set up a Price B Markup which will be used to calculate the price which will be displayed for this customer in the E-commerce. Check the Display the Arrival Date instead of the Ship Date on E-Commerce option if necessary. For products coming from Komet to Komet, the option Display Vendor Name or Code in the E-commerce settings section may be useful in case you do not want for this customer to know who the vendor is.
1.5 Click on the Days of Service tab and make sure they are correctly setup since this will be used when placing the orders in the E-commerce.
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If the setting Display the Arrival Date instead of the Ship Date on E-Commerce is enabled, you should set the transit days in the Customer Days of Service tab.
In order to calculate the dates when the product will be available when this customer is placing an order, the transit days according to the Port of Origin should be set up (for multi-location companies please read Manage Ports - Multiple Locations) or the transit days in Shipping Schedule by Vendor. |
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3.1 Click on the E-commerce link at the top right hand of the screen and choose the customer created by clicking on Select. Image Modified
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To associate a new user to your customer's E-commerce, follow these steps: 4.1 Go to Setup>>Users>>customers click on Add E-commerce User and enter the information for your customer users. 4.2 The system will send to the created using an email with the instructions to log in into the E-commerce. For further information read Add Users to Your E-Commerce. |
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Roles enabled to perform this action: Admin, Setup. (from Seller company) |