Authorizing Personnel to Enter Orders

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:

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Pricing menu, select CreditControls to display the Credit Control Parameters window.

  3. Select the Only Customer's Authorized Personnel May Place Order check box.

  4. From the Edit menu, select Authorized Personnel to display the Customer Authorization Maintenance window.

  5. In the Authorized Personnel column, enter or select a user.

  6. In the Amount field, enter the maximum dollar 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.

  7. Repeat steps 5 and 6 to add other authorized personnel.

  8. Save your settings and exit the window.

  9. Continue saving your settings and closing windows until the Customer Maintenance window closes to update the customer record.

See Also:

Web Commerce Access Authorization Overview