There are two considerations when setting up a test customer:
- Make sure that the Web ID field on the Contacts tab has been filled in with the User ID from the log in details from the test user that Office Brands set up for you on the web.
- Web ID is used for the importing of the customer's Sales Orders from the web.
- If there is no Web ID, the sale is not associated back to the customer until either the sale is corrected with the correct customer or the Web ID is inserted into the customer's file.
- Make sure that the Web Customer is filled in with the Org Entity Name from the test user that Office Brands set up for you on the web.
- Web Customer is used for the sending up of contracts up to the web.
- If the Web Customer field is blank, contracts will NOT be sent up to the web at all for the customer.
- If the field is incorrect, the contract will try to send but come back with a failure message as the Web Customer does not match up to the Org Entity Name on the Web and Web/Org Admin.