You use the Edit Company function to configure the basic customer portal settings for each company. Use the Edit icon to open the configuration screen.
The company information that appears in the configure company screen is from the SM Company table.
Payment Modes
- Mark the Terms, Credit Card, and/or Bank Account check boxes to enable those payment modes in the web portal.
Others
You can set some defaults for how the portal behaves with the options in the Others section:
- Mark the Assign Items by Customer Group check box to assign available online items to specific customer groups.
- To show the customer price, mark the Show Customer Price check box.
- To allow the user to edit the unit of measure, that is, select a different unit of measures, mark the Allow Editing Unit of Measure check box.
- If you want discontinued items to be available to customers, mark the Allow Discontinued Items check box.
- Mark the Enable Document Delivery check box to deliver Order Acknowledgment emails to addresses defined in the document delivery for that customer.
- To limit the number of item/order history detail records displayed, enter a value in the Recent Items Count field.
- Set the Order Type to 'Price Quote' or 'Both' to enable the Price Quote icon on the toolbar. This allows you the option to create a sales quote rather than a sales order. A quote will not have a payment page, and the Payment Type field will be disabled. To create only sales orders, select an Order Type of 'New'.
- Select one of the following Print Invoice options:
- Archive Only: When the AR business rule Use Archive is enabled, the invoice is reprinted from the stored PDF document instead of rendering from history data. If the document does not exist, a message will display.
- Both: When the AR business rule Use Archive is enabled, if you reprint the invoice report in Invoice History, the report will be reprinted from the PDF in the document store if it exists, otherwise it will be rendered from history data.
- Select a default Unit of Measure for the company from the drop-down list.
Click a command button to:
Click
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To
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Save
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Save the company configuration. |
Refresh
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Reload the data from the database. |
Reset
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Set all fields to their default values. |
Company List
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Return to the company list on the site settings screen. |