You must set up a test customer before you can do this step.

  1. Create a contract in Readysell 8 for ONLY the Test Customer you have set up in Readysell 8.
  2. Run the task Office Brands Sync to send up the contract to the web for the test customer.
  3. Open up Web Admin using the logon details for the site (the logon details is stored in the customer's Recon under WebSphere entry of the Logins tab).
  4. Click on Sales
  5. Click on Accounts
  6. Click on button Find
  7. Key in the web customer name/org entity name you need to search on (if you cannot find the customer, try part of the name).
  8. Click on button Find
  9. Check that the information on the following tabs is correct:
  10. Left click on the flag box to the left of the web customer name.
  11. Click Contracts.
  12. Look through the list of contracts for the customer and find the one with today's date (note that dates are listed in American format - MM/DD/YY)
  13. Left click on the flag box next to today's contract.
  14. Click on Summary
  15. Scroll down the page and look at the products and pricing that is being sent, and verify that it is what you expect.
  16. Log out of Web Admin when you have finished with it.
  17. Log onto the Customer's website using the user id and password as recorded in Recon.
  18. Check the Office Brands Message window in Readysell 8 to confirm that the message has been sent.  (Open Administration, open Advanced, click on Office Brands Messages, select from Message Type - Create update contract)
  19. Check the Office Brands Message window a short while later for a success or failure message.  If the contract failed to load, it will tell you why on the Result tab.