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.
Note: Before you begin, create the customer's maintenance record, if needed, and then follow the two instructions below.
Review each of the following when managing users for remote order entry:
To create a remote order entry user:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
From the File menu, select New.
In the Enter New User ID field, type a user ID and click OK. The ID can be up to eight characters in length.
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 Customer field, enter the customer's name. This gives the customer permission to dial into your system to view information related to its account.
In the Options area, select 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.
Assign attributes to the remote user, as described below.
To assign attributes to the remote user:
Create a remote entry user, as described above.
Locate the User Parameters area of the User Maintenance window.
In the Accounts field, enter Eclipse.
In the Location field, enter Remote.
In the Sales Source field, enter the sales source that will receive credit for the sale (remote sales, for example).
Note: If "Remote Sales" does not exist, use "Other," or see your system administrator about adding it to the list.
From the Maintenance menu, select Branch to display the User Accessible Branches window.
Assign the branches to which the customer needs access, and then save your changes and exit the window to return to User Maintenance.
From the Maintenance menu, select Authorization Keys to display the Authorization Key/Template Maintenance window.
Assign the following authorization keys, and then save your changes and exit the window to return to User Maintenance:
From the Maintenance menu, select Password to display the Password Maintenance window.
In the Enter New Password and Verify Password fields, type a password and click OK to return to User Maintenance.
Save your changes and exit the User Maintenance window.
See Also: