To authorize ordering by a
customer contact: You can create a list of users your customer authorizes to place orders. The Ordered By field on the web shipping information page has a drop-down list of the authorized users.
Before authorizing users, create their Contact Maintenance records. See Enabling Contacts for Web Commerce.
To authorize ordering by a
customer contact:
From the Files menu, select Customer and open a customer maintenance record.
Use the Credit hot key to display the Credit Control Parameters screen.
In the Only customer's authorized personnel may place orders field, type an asterisk (*).
Use the Authorized Personnel hot key to display the Customer Authorization Maintenance screen.
In the Authorized Personnel column, press F10 on a blank line. From the list of existing contacts, select a user.
In the Amount field, enter the maximum amount this user is authorized to order. Leave the field blank to authorize the user to order unlimited amounts, within the account's credit limit.
Repeat steps 5 and 6 to add other authorized personnel.
Press Esc until the customer record is saved and closed.
See Also: