To create a remote order entry user:Before customers or sales representatives can enter sales orders remotely, you must create unique user IDs for them and assign those IDs the Remote Order Entry attributes in User Maintenance. You can create a record for individual users or for a group of users.
Before you begin, create the customer's maintenance record, if needed, and then follow the two instructions below.
To create a remote order entry user:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, do this:
Enter New. The system prompts you to enter a new user ID.
Enter up to eight characters (no spaces) that will identify the user. In the screen example, notice that SMITHPLU is used to identify Smith Plumbing.
In the Full Name field, enter the customer's legal name (Smith Plumbing Company, for example).
In the Root Menu field, enter REMOTE.MAIN. This restricts the customer to only those menus required to perform remote order entry.
In the Remote Cus field, enter the customer's name and press F10 to select the customer's address. This gives the customer permission to dial into your system to view information related to its account.
In the Options column, enter any character next to an option to select it. Use only the following options:
No Messaging – Prevents the customer from seeing company messages.
Remote Logon OK – Allows the user to log on from a remote location.
No Schedule Prompting – Removes the customer from the Schedule list.
Note: The system changes your character to an asterisk (*) when you exit the field.
Assign attributes to the remote user, as described below.
Press Esc to save your changes and exit the screen.
To assign attributes to the remote user:
Create a remote entry user, as described above.
Use the Accts hot key to display the Accounts screen.
Enter Eclipse and press Esc to return to the User Maintenance screen.
Use the Location hot key to display the Locations screen.
Enter Remote and press Esc to return to the User Maintenance screen.
Use the Brchs hot key to display the Accessible Branches screen.
Assign branches to which the customer will require access and press Esc to return to the User Maintenance screen.
Use the Auth Keys hot key to display the Authorization Key/Template Maintenance screen.
Assign the following authorization keys and press Esc to return to the User Maintenance screen:
Use the Sls Src hot key to display the Sales Sources screen.
Enter the sales source that will receive credit for the sale (remote sales, for example) and press Esc to return to the User Maintenance screen.
Note: If "Remote Sales" does not exist, use "Other," or see your system administrator about adding it to the list.
Press Esc to display the Password Maintenance screen.
Enter a password and press Esc. When prompted, re-type your password and press Enter to return to the User Maintenance screen. The screen clears for the next entry.
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