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- From the Navigation panel, open Relationships, then open Cards
- Search and select a customer card or Create a new customer
- Click on the Contacts tab
- Click on button New to create a new contact
Enter contact details specific to WebX using information in the Web Users list provided that Readysell is able to get from your head office (ON, OPD & ONET stores only)
Expand title Show me Warning title Caution Ensure that the Web ID and Web Customer Name are keyed-in as specified in the Web Users list to avoid login authentication errors as WebX is
. case sensitive
. sensitive to leading, imbedded and trailing blanks or spaces
- Enter Name as specified under FIRST and LASTNAME of the associated LOGONID
Enter Web ID as specified under LOGONID of the associated Name
Info Web ID should be the same as the User ID located on the customer web order notification email
Enter Web Customer Name as specified under ORGENTITYNAME of the associated LOGONID
Info Web Customer Name should be the same as the Company located on the customer web order notification email
Click on button Save to save the changes
Expand title Show me