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Netset does not recommend creating new users with password. Leave the password fields empty and use the 'send user activation' function afterwards, allowing the user to create own password.
In this section you find all your active and inactive users. Here you can also create, activate and delete users. We recommend that you never delete users, but make them inactive instead.
When activating a customer you will need to press the "Send user activation" button to notify the customer their account is now active. Please note that this button will only be present until they has completed their first activation. Following first activation the user will need to change their password via the "your account" section or use the "Forgot password" feature to reset in case of forgotten login credentials. Please note this button is only visible for active users.
In the Customer tab you can find the functionality to add customers to the user. You can add more than one customer on a user in order to enable the user to shop for more than one customer.
Here you find statistics for log ins in date and IP number.
This section is all about your customers - their contact details & their settings.
For more information on Approve for users look further down on this page.
There are different ways to decide what a user on a customer should be able to see and / or buy in the shop - everything from users who are allowed to trade freely in the shop to users who can only buy from the customer's focus assortment.
These options have up to four settings; As shop settings - The customer will inherit the setting from the global shop setting. As customer group - The customer will inherit the setting from the customer group they are part of. Yes - The feature is enabled. No - The feature is disabled.
In this section you can link restrictions, category groups and delivery methods. All the customer's orders are also listed here.
Files ADD-ON
The documents uploaded to the customer are then visible in a list on the same tab and can be downloaded and deleted. You can choose whether the document should be visible to the Customer or not in the front end.
Document uploaded can be shown as part of "special order routines" alert in order admin
Add the users who will be available to shop as the customer. You can add users who are already connected to other customers.
In order to enable approving on a customer, one or more users who are connected to the customer have the role approver and at least one user must be customer admin. Logged in as the customer admin, go to My pages - Users. Click on the name on the user who you want to approve. On this page you can now set the break point and approver for the user.
As an approver you find your approves under My pages - approves.
This is a quick easy way to connect Focus assortments to the customer account.
In this section, you can organize customers into groups, allowing for centralized management of customers within the same group. Within the customer groups function, you can define which customers are part of each group and then connect other objects like price conditions and assortments directly to all customers within the group.
Additionally, there is an option to create customer-specific welcome pages, URLs, and graphical profiles using an add-on.
Netset recommends using customer groups only for directly related customers, such as subsidiaries and sister companies. For handling customers across different market segments (education, government, etc.), Nettailer offers an add-on module called customer segments.
These options have three settings; As shop settings - The customer will inherit the setting from the global shop setting. Yes - The feature is enabled. No - The feature is disabled.
Customers and product range limitations Here you can connect, and see, limitations on the Customer group.
Here you will find addresses for invoices and deliveries if they are saved on the Customer group.
This is a quick easy way to connect Focus assortments to the customer group.
Nettailer allows you create as many administrators as you need & assign roles accordingly.
Click "Create" to add a new administrator. Once you have done this, an administrator form will open.
You wil have two tabs to select from - "Contact Info" and "User Info"
Enter the administrators contact information.
The delivery address is important as this is the backup address if couriers cannot deliver to the delivery address on a white label order.
You can also select a default delivery site for this specific user with the drop down selector (this will auto populate the address fields below it)
Here you set the administrator as:
active (if they are not, they cannot log on)
set their username
set their temporary password (the user will be prompted to change their password the first time they log on)
You can upload a small picture of the user which will be shown to their customers.
Here you can activate if the administrator should receive email notification if customers emaildomain changes.
Two-factor authentication uniquely identifies a user using a combination of two different parts. In our case, the parts consist of username / password (something that the user knows) and a time-based code (which only the user can generate). This means that usernames and passwords themselves are not sufficient to log in and thus are offered extra security in case the login information falls into wrong hands.
Allow two-factor authentication - the administrator / seller is allowed to log in via two-factor authentication. In order to use this functionality, the user must be equipped with a client. Recommended clients for mobile phones are "Google Authenticator" or "Authy". To continue with this setting, go to "My profile"
Function | What it does |
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Function | What it does |
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Setting
What it does
First name
The users first name
Surname
The users surname
Social security number
The users social security number
Phone
The users phone number
Direct phone
The users direct phone number
Cellular
The users cellular number
Fax
The users fax number
The users email adress
Setting
What it does
Active
If this is disabled, the customer will not be able to log in.
User name
The username used to log in to the site.
Password
Set a password. Netset recommends leaving this field empty.
Confirm password
Confirm the chosen password above. Netset recommends leaving this field empty.
IP address restriction
If this is disabled, the user will be able to login with any IP address.
Allowed IP addresses
Choose from which IP adresses the users should be able to login from.
Roles
Shows the users role
Setting
What it does
Require product repurchase approve
This setting only affects customers who's purchase requires approval. If this setting is set to No a customer who have already bought a products and go it approved, will not need an approval the next time they buy the same product.
If the products changes price it will count as a new product and require approval once more.
Setting
What it does
Want info
Turn this on if the customer is to take part in marketing material. The customer can change this setting on their own.
Send order confirmation by e-mail
This sets whether the user will be emailed an order confirmation or not.
Send invoice to customer by e-mail
This sets whether the user will be emailed an invoice or not.
Send invoice by e-mail when this customer approve an order
This sets whether the user will be emailed an invoice when they approve an order.
Send order confirmation by e-mail when this customer approves an order
This sets whether the user will be emailed an order confirmation when they approve an order.
No notification on order change
On the user card you can turn this setting on in order to NOT send the customer any order confirmation. Some of the more order heavy customers might not want to get order confirmation from the shop.
Allow to place freetextorders
Activate this if you want to allow the customer to place freetext-orders. This means that the customers can go to the checkout without and products in the basket. Instead the customer can use a free text field in the checkout to type in their order.
Default goods label
Set the default goods label for all orders submitted by this user.
Default value for customer reference
Set the default value for the customer reference for all orders submitted by this user.
Default value for invoice reference
Set the defaul value for the invoice reference for all orders submitted by this user.
Message upon login as a user
This is a message that gets displayed for the admin that logs in as this user. Serve as a memo or note.
Allow users to see all customer order history (Add on)
Allows the user to have visibility of "All" order history for the comapny this user is attached to, based on the following options:
Yes - Can see all company order history.
No - Can only see this users order history.
Standard (Yes or No based on the value set on the stores global settings).
Setting
What it does
Show buy and back in stock notification-button
This setting regulates if the user is allowed to see the buy button or not.
Display strategy for buy button when out of stock
This setting regulates if the user is allowed to see the buy button or not if a product is out of stock.
Display strategy for back in stock notification button
This setting only applies when product is out of stock as the button is only visible when the product is not in stock.
Show sales prices
This setting regulate if the user is shown prices.
Show search field
This setting regulates if the search field for ElasticSearch will be shown or not.
Show category tree
This setting regulates if the Category tree will be shown or not.
Show general assortment
If you have created a global focus assortment, you can hide it from the customer here.
Show focus assortment
If you have created a customer connected focus assortment, you can hide it from the customer here.
Allow update of focus assortments
This setting regulates if the User should be able to update focus assortments.
Show general promotions
You can stop the customer seeing any global promotions here.
Show customer specific promotions
You can stop the customer seeing any customer connected promotions here.
Show general sections
This setting regulates if the User should see generally created sections or not.
Show customer specific sections
This setting regulates if the User should see customer specific sections or not.
Show configurators
If enabled, the configurators box sits on the right hand side of your store.
Show create product package button
This setting regulates if the User should see the create product package button or not.
Lock delivery address
Enabling this means the customer cannot change the address that goods are delivered to.
Lock invoice address
Enabling this means the customer cannot change the billing address.
Prevent login modifications (recommended for PunchOut)
Should only be used for PunchOut´s.
Share Saved Baskets
Lets user share Saved Baskets if users, customer, groups or shop settings are set to true.
Asset inventory permission ADD-ON
This setting regulates the Users asset inventory permission:
None - cannot view, create or update assets.
Read - can only view assets.
Update - can view, create and update assets.
Language
(OPTION) Default language on the user.
Two-factor required ADD-ON
Select whether two-factor authentication should be enabled for the user.
Feature
What it does
Active
If this is disabled, the customer will not be able to log in.
Customer no.
Their account number.
Customer GLN code
Company name
The name of the company they work for.
Org. no.
Their organisation number. You can use this as their company's account number, VAT number of corporate registration number.
Notes
Let's you store notes & comments against their account.
Customer type
Whether they are registered as a Company or a private individual.
Payment option
Their default payment type. If other payment options are available, the customer can select them in the checkout.
Do not allow invoice
Enabling this will prevent invoices from being created for orders.
Message upon login as a customer
Message that is shown as a popup when login to the customer. This is only shown to administrators.
Delivery option
Their default delivery option. If other delivery options are available, the customer can select them in the checkout.
Customer specific currency (add-on feature)
Their default currency. If you have allowed customers to change currency in the basket, the customer can change this in the store.
Additional function - Multiple currencies - with multiple currencies you, as shop owner, may set up the currency for specific customers. Depending on currency, some development or preparation might be needed. However, feel free to ask your business developer for more details regarding your requests. The rate is updated daily through ECB (European Central Bank). Note that the rate is set and can not be changed.
See currencies, rates and latest updated in Settings > Currencies
Customer group
What customer group they belong to. You create the customer groups under Users / Customer groups.
If the customer is linked to a customer group, there is also the possibility that the customer inherits display options from the customer group.
Sales person
The name of their account manager.
Verva
Used only on the Swedish market.
Ignore Verva-max
Used only on the Swedish market.
Show only Verva
Used only on the Swedish market.
Verva discount %
Used only on the Swedish market.
Sales team (add-on feature)
The name of the sales team.
Additional function - With the "Sales Teams" add-on module, you can create groups of administrators. The advantage of this is that administrators only see orders that are relevant to them.
Price level
Which of the 10 Price levels they will see in the store.
Allow rent
'Rent' allows the customer to lease the goods from you. This option has three settings; As customer group - This will align the setting to match the customer group that the customer is a part of. Yes - This will allow the customers to see the rent options. No - This will not allow the customers to see the rent options.
Show prices
Enable this to prevent the customer from seeing prices.
Hide my pages
Enable this to prevent the resources box from showing on the homepage.
Allow partial delivery selected as default
In the checkout there is an option to allow partial deliveries - this modifies the default setting.
Content type
Choose between Custom page or Document.
Custom page
Here you can set the first page that the customer sees when they log in.
Content on extra tab
You can give customers their own tab which lets them see a specific custom page.
Title of extra tab
If you have given the customer their own tab, this sets the label on the tab.
Language (add-on feature)
Customer's default language.
Additional function - Multiple languages - Just as Multiple currencies this function enables you to add more languages to your shop. Customers will then be able to choose language in front end by clicking on different flags, each representing a language. Note that 1WorldSync information won’t change language. If default shop language is changed, 1WorldSync will be set to English. Also note that some front end development might be needed.
With both Multiple currencies and Multiple languages enabled you might set a default currency for each language, as seen below. Go to Settings > Languages.
*Additional 1WorldSync-accounts are recommended for product information.
Redirect to on login
This feature enables you to specify where they customer is sent immediately on login. For example you may point them directly to a promotional page, focus assortments or a document page.
Users share favorite products
Users share favorite products on a customer means all users with access to the customer will be able to add/remove favorite products. This also affects a user's favorite products on other customer they have access to.
Feature
What it does
Require product repurchase Approve
Setting this to No will allow a customer to purchase a previously bought product again, without needing approval from an approver. Note that this only works on products where the price has not changed since the last approved purchase.
Allow customer to choose approver
If this is set to "Yes" the users on the customer are allowed to select their own approver.
Permission for seeing other persons approvals for customer admin approvers
Allows Customer admins to see all pending approvals even if this admin has not been specifically selected to approve the order.
As customer group - inherit the settings applied at the customer group this customer is attached to.
No - Prevents this Customer admin from view other pending approvals.
Show - Allows the Customer admin to only view all pending approvals.
Approve - Allows the this Customer admin to see and approve any pending orders.
Limitation for seeing other persons approvals for customer admin approvers
Limits the option above so that the Customer admin only has visibility off other pending approvals if it is under their approval order value limit.
As customer group - inherit the settings applied at the customer group this customer is attached to.
No - No limits set, customer admins can see all pending approvals.
Below limit - Customer admins may only see pending approvals under their order spending limit.
Feature
What it does
Additional e-mail address for order confirmation
When an order confirmation is e-mailed - it will also be e-mailed to this address.
Additional e-mail address for order invoice
When an invoice is e-mailed - it will also be e-mailed to this address.
Feature
What it does
Link URL
URL for customer-specific terms & conditions (eg. /cms/conditions)
Show both standard and customer-specific terms & conditions
Label for terms & conditions in checkout
The label of the link to the terms & conditions page
Feature
What it does
Use Responsive
Decides whether the customer will use the responsive or the basic design
Show search field
Allows the customer to see the search field
Show category tree
Allows the customer to see the category tree
Show general assortment
If you have created a global focus assortment, you can hide it from the customer here.
Show focus assortment
If you have created a customer connected focus assortment, you can hide it from the customer here.
Show focus assortment link on product
Show general promotions
You can stop the customer seeing any global promotions here.
Show customer specific promotions
You can stop the customer seeing any customer connected promotions here.
Show most recently sold
If enabled, the recently sold box sits on the left hand side of your store.
Show general sections
If you have created global sections, you can hide it from the customer here.
Show customer specific sections
If enabled, customer will see customer connected sections.
Show top sellers
If enabled, the top sellers box sits on the left hand side of your store.
Show configurators
If enabled, the configurators box sits on the right hand side of your store.
Pay VAT
If the customer does not need to pay VAT, you can disable it here.
Default inc VAT
Here you can dictate if the customer sees prices including or excluding VAT by default.
Lock delivery address
Enabling this means the customer cannot change the address that goods are delivered to.
Lock invoice address
Enabling this means the customer cannot change the billing address.
Create quote
Enabling this means that the customer can create their own quotes.
Responsive profile (add-on feature)
Shows which graphical profile the customer has.
Additional feature - Customer Unique Profiles - Allows you to create multiple graphical profiles and connect to different customers. This functionality can also be combined with Customer Unique URL´s.
Delivery options according to
Choose which delivery option are available to the customer.
Show terms & conditions
Choose if the customer must agree to the purchase conditions before sending their order.
Show Email grabber
Choose if you want the Email grabber to be shown after the users on the customer have logged in.
Customer-changer display options
This setting is used to determine what information to show in the customer-changer.
Share Saved Baskets
Lets user and customers share Saved Baskets if users, customer, groups or shop settings are set to true.
Two-factor required ADD-ON
Select whether two-factor authentication should be enabled for the customer.
Feature
What it does
GLN
Field for customer GLN address.
Code
Often used with ERP-integrations to identify an address.
Default address
Whether the address is default of not. The address selected as default will be used as default for every user in the customer as long as the user doesn't have its' own default address
Use Cross-shipment address
Select whether cross-shipment address should be used or not.
BID customer id
If the customer have a BID number it can be added here. This allows the Nettailer to look for bids which belong to the customer and add them automatically. This ID is only available from TechData at the moment.
BID's
Here you can find and add the relevant BID's for the customer.
Feature
What it does
Internal ID
The groups unique database ID.
Customer no
The account number of the customer group.
Label
The name of the customer group.
Payment option
The standard payment option. If there are others available these can be chosen in the checkout.
Allow rent
'Rent' is a system which allows the customer lease goods from you. It can be enabled here.
Customer specific currency
Their default currency. If you have allowed customers to change currency in the basket, the customer can change this in the store.
Content type
Customer specific URL
The specified domain will be used, instead of the shop's base domain, when mail are sent to the customer.
URL for customer group ADD-ON
The selected domain represents the customer group domain and is used to bring the connected customers to their customer group site.
Price level
Which of the 10 Price levels they will see in the store.
Order history on customer number
This will allow a single customer to see the entire order history for any customers with the same customer number.
Sales person
The name of their account manager.
Delivery option
Their default delivery option. If other delivery options are available, the customer can select them in the checkout.
Require product repurchase approval
Setting this to No will allow a customer to purchase a previously bought product again, without needing approval from an approver. Note that this only works on products where the price has not changed since the last approved purchase.
Allow customer to choose approver
If this is set to "Yes" the users on the customer are allowed to select their own approver.
Permission for seeing other persons approvals for customer admin approvers
Allows Customer admins to see all pending approvals even if this admin has not been specifically selected to approve the order.
As shop settings - Inherit the settings applied at the customer group this customer is attached to.
No - Prevents this Customer admin from view other pending approvals.
Show - Allows the Customer admin to only view all pending approvals.
Approve - Allows the this Customer admin to see and approve any pending orders.
Limitation for seeing other persons approvals for customer admin approvers
Limits the option above so that the Customer admin only has visibility off other pending approvals if it is under their approval order value limit.
As shop settings - Inherit the settings applied at the customer group this customer is attached to.
No - No limits set, customer admins can see all pending approvals.
Below limit - Customer admins may only see pending approvals under their order spending limit.
Function
What it does
Reference
When registering a new user, the user can add a customer group reference. If they you add on here which matches the one the user registers, the user will automatically be added to this customer group. You can also allow the customer to register directly by a link if they are to be added to this customer group. This link is built like this: http://YOURURL.com/m4n?seid=etailer-customerinfo ®_type=company&customer_group_ref=123 were 123 is the reference. Note that there are two "Type", company and private.
Approval break point
This value is only set on new customers registered with the customer reference number specified above.
Feature
What it does
Additional e-mail address for order confirmation
When an order confirmation is e-mailed - it will also be e-mailed to this address.
Feature
What it does
Link URL
Show both standard and customer-specific terms & conditions
Label for terms & conditions in checkout
Function
What it does
Show prices for group admin
As a standard the price is always shown for the role Group admin (which is given to the user on the customer card) but if you dont want to show the price you can choose No here.
Show prices for order approver
As a standard the price is always shown for the role Approver (which is given to the user on the customer card) but if you dont want to show the price you can choose No here.
Show prices
Here you can choose if the price should be shown for the customer group no matter the role of the users.
Feature
What it does
Use Responsive
Decides whether the customer will use the responsive or the basic design
Show search field
Allows the customer to see the search field
Show category tree
Allows the customer to see the category tree
Show general assortment
If you have created a global focus assortment, you can hide it from the customer here.
Show focus assortment
If you have created a customer connected focus assortment, you can hide it from the customer here.
Show focus assortment link on product
Show general promotions
You can stop the customer seeing any global promotions here.
Show customer specific promotions
You can stop the customer seeing any customer connected promotions here.
Show general sections
Show customer specific sections
Show most recently sold
If enabled, the recently sold box sits on the left hand side of your store.
Show top sellers
If enabled, the top seller's box sits on the left hand side of your store.
Show configurators
If enabled, the configurators box sits on the right hand side of your store.
Pay VAT
If the customer does not need to pay VAT, you can disable it here.
Default inc VAT
Here you can dictate if the customer sees prices including or excluding VAT by default.
Lock delivery address
Enabling this means the customer cannot change the address that goods are delivered to.
Lock invoice address
Enabling this means the customer cannot change the billing address.
Create quote
Enabling this means that the customer can create their own quotes.
Show terms & conditions
Show Email grabber
Choose if you want the Email grabber to be shown after the users on the customer have logged in.
Share Saved Baskets
Customer-changer display options
Function
What it does
Connected customers
Connect a customer by clicking Connect customer. You can connect multiple customer groups to a single Customer group.
Note: The customer will not inherit display options from the customer group. If you want the customer to inherit display options from the customer group, you need to make the connection through the customer editor.
Connected product ranges
Connect a product range or range limitation by clicking Connect product range or range limitation.
Connected delivery options
Delivery options can be connected to customer group from Delivery options settings.
Category groups
Connect a Category group by clicking Create.
Files ADD-ON
Connect Files by clicking Create.
The documents uploaded to the customer are then visible in a list on the same tab and can be downloaded and deleted. You can choose whether the document should be visible to the Customer or not in the front end.
Customer segments ADD-ON
Customer segments can be connected to customer group from Customer segments settings.
Function
What it does
BID customer id
If the customer have a BID number it can be added here. This allows the Nettailer to look for bids which belong to the customer and add them automatically. This ID is only available from TechData at the moment.
BID's
Here you can find and add the relevant BID's for the customer.
Name | What it does |
Allow two-factor authentication | Allows the administrator to set up two-factor on their profile. |
Allow reset two-factor | Allows the administrator to reset two-factor on this admin profile (only availible if admin has granted you this role). |
Role | Administrator - gives the user complete access to all settings, prices & features. Seller - gives the user the ability to log on as customers and place orders on their behalf. |
Order email cc | Add an email address here for "Order notifications" to be sent to from customers allocated to this account (can be the same email address used for admin login). |
Export ID | Add a unique ID to identify this admin in any exports they may be included in. |
Landing page | Select the landing page for this admin when they log in. Choose between "Dashboard" and "Orders". |
Can only login with managed customers | Restricts this admin to only loggining into customers that are assigned to them. |
Show only orders from managed customers | Restricts this admin to only view orders from customers that are assigned to them. |
Allowed to create PO | Grants permission to this admin to create (and send) PO's (on by defult). |
Permissions administrator |
Permission profile | Select any previously custom created permission profile/role to allocate to this admin. |
IP address restriction | Select this option to enforce an IP restriction (user may only login from specified IP addresses). |
Allowed IP addresses | Specify the IP addresses you want to apply to the above restriction |
ADD-ON
With the "Sales Teams", you can create groups of administrators. The advantage of this is that administrators only see orders that are relevant to them.
Orders are displayed to the administrator if one or more of the following conditions are met: - The customer's salesperson is equal to the current administrator OR - The customer's sales team is equal to a team to which the current administrator belongs to OR - The customer's salesperson belongs to the same sales team as the current administrator
An administrator can belong to several sales teams.
This allows you to change fundamental properties of your site.
Empower your shop with customised administrator profiles. With this feature, you can create unique admin profiles tailored to your specific needs. You have full control to determine the permissions and access levels for each profile within your store. By assigning your admins to their respective profiles, they will have a streamlined view and appropriate permissions based on their access level. Enjoy the flexibility and convenience of managing multiple admins with distinct roles and responsibilities within your store. With the "Permission Profile" tool, you can create new admin profiles/roles, alongside the standard "Administrator" and "Seller" roles. The advantage of this is that you can create new administrator roles with restricted only see orders that are relevant to them.
Initial admin will be granted permission by Netset then any additional "Permissions administrator’s" will be granted by store admin.
Once you have been granted the "Permissions administrator" you can create and allocated roles to other admins in 2 simple steps.
Click “Create” then name and select the features you want to include in this new role/profile by clicking on the tick boxes next to each you want to grant access to. Once you are happy you have all the features selected for the new profile/role, save to finalise its creation.
Apply the new profile to an admin from the Administrator editor, by selecting the new profile from the profile drop-down menu.
Permission profiles can only be used on admin role.
ADD-ON
Customer segments allow horizontal connections between customers, including customer groups, in comparison to the vertical connecting between customers and customer groups.
Customers can only be connected to one customer group, while customer segments do not have this limitation; any customer and customer group can be grouped under any customer segment.
Connect a customer or customer group by clicking Connect customer or customer group. You can connect multiple customer groups to a single customer segment.
At times, you might encounter a duplicate customer account, typically when an individual customer registers in the store and forgets or is unaware of the customer reference code to link their account to another within the same organisation. This tool enables you to effectively handle such accounts by allowing you to merge two (or more) customers into one. This process consolidates all data and users into a single customer entry instead of having multiple separate entries.
ADD-ON
This is an authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.
We now can support both Opensource Software Shibboleth. (Shibboleth is run on Apache webserver, which will also be installed) and simple SSO login through Azure and Google with OAuth2.
Grants this admin the ability to create and allocated "".
Setting | What it does |
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Setting | What it does |
---|
Setting | What it does |
---|
Label
The name of the sales team.
Export Id
ID used in exports.
Administrators
Administrators that are included in the sales team. Add an administrator to the team by pressing the row.
Feature
What it does
Name
The name of your company/store.
Identifier
CorpRegNo
Your corporate registration number.
Show retailer promotions only
Disabling this means you may inherit some global promotions from the Nettailer root store.
Show retailer documents only
Disabling this means you may inherit some global documents from the Nettailer root store.
Show retailer top sellers only
Disabling this means you may inherit some global top sellers from the Nettailer root store.
Id | Automatically generated ID. |
Name | The name of your created customer segment. |
Unique identifier | The "unique identifier" is used to identify an object during an export/import of the object. |
Function | What it does |
To
| Select the customer you want to merge your customers with. |
All other customers with the same customer number | Selects all other customers with the same customer number. |
Funtion | What it does |
Remove | Remove the selected customer after the merge. |
Move all orders | Move all orders, which are linked to the customer, to the new customer. |
Move all users | Move all users connected to the customer to the new customer. |
Move all addresses | Move all delivery and invoice addresses linked to the old customer. |
Move all pricing logic | Move all pricing logic that is linked to the old customer. |
Move all filters | Move all filters, which are linked to the customer, to the new customer. |
Move all contract assortments | Move all contract assortments, which are linked to the customer, to the new customer. |
Move all products | Move all products, which are linked to the customer, to the new customer. |
Move all product packages | Move all product packages, which are linked to the customer, to the new customer. |
Move all delivery methods | Move all delivery methods, which are linked to the customer, to the new customer. |
Move all profiles | Move all profiling, which is linked to the customer, to the new customer. |
Move all profiling categories | Move all profiling categories, which are linked to the customer, to the new customer. |
Function | What it does |
From | Select the customer you want to move the date from and merge with the "To" option selected above. |
Function | What it does |
Remove | Allows to delete a customer |
Label | The name of single sign on |
Active |
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Login provider | Administrators that are included in the sales team. Add an administrator to the team by pressing the row. |
Login provider settings |
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Domain name |
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Secure path |
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Unique identifier |
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idP key |
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Replace normal login |
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Only allow SSO login |
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Use just in time provisioning |
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After saving the sales team, you can press "Connect customer". Add a customer by pressing the row. Repeat this step for all the customers you would like to attach to the sales team.
You can also connect a sales team directly from the customer setting called "Sales team".