Web order approval setup

Owned by John Nairn (Unlicensed)
Last updated: Apr 26, 2017 by Sharon Harden (Unlicensed)

Overview

Setting up web order approval for a customer is normally simple. Only when you have a head office with a list of child accounts can it get complex.


Setup one customer for web approval

On the customer card go to customer settings, web integration and check the "web order approval" checkbox

 Click here to expand...


Handling multiple customers with the same web customer name

If you have multiple customers that need to log in under the same organisation entity name (Web Customer Name in Readysell) on the web and have a charge to set as the parent company and need the parent company to approve the web orders, the child companies just use a different user id and you need to keep them as separate customer cards in Readysell!


Simple Fix - Only allow the parent company to have Web Customer Name filled in, child customer cards are not to have this filled in


This recommendation is regarded as simple due to the fact that it reduces the flow on effect of what goes up to Office Brands.

Requirements
  • Only the parent Customer card is to have the Web Customer Name filled in (leave child customer card Web Customer Name fields empty)
  • Have a charge to set to the parent company with same Web Customer Name
  • Different Web IDs on each of the customer cards
  • Need to keep customer cards separate
  • And they all share the same contract (there are no separate contracts existing now or in future for one of the child customer cards)
  • They have web order approval on the parent customer card only
  1. Set the parent customer card to have the Web Customer Name filled in on it and make sure that the child customer cards do not have the Web Customer Name filled in on them at all.
  2. Make sure just the parent has the Web Order Approval flag on
  3. One contract at least must exist where the parent customer card is on that contract as a customer

  4. Note documentation also on approvals: Sending Up Order Approvals from a Customer Card

  5. Readysell sends up the Web Order Approval flag with a contract on a card.  You may strike various issues where the approval flag might be on for a customer but not on for others yet they all have a contract they all share and all have the same web customer name.
    Readysell does not set on the web which contact person gets the approval.  It sends up the approval and the approval then needs to be allocated on Org Admin (you will need to check with Winston at Office Brands on how to do this if you are unsure of this process).  However using the case as above, if one card is flagged as approval and another is not but they both have contracts and both have the same web customer name, the approval will be removed from the contract upload from the 2nd customer with the same web customer name with the approval flag set on it as off.

  6. Should the child customer need their own contract for whatever reason, you will need to then turn the flag on for web order approval for that child customer and fill in the Web Customer Name on them only.

More Complex Fix - Flag all customers inclusive of child customers to be Web Order Approval ticked

This is labeled up as a complex fix as when you allow more than one customer card to have the same web customer name and all have the same contract and all have the Web Order Approval flagged as ON (ticked), it will then send up contracts for all of those customers who are on the contract as well as the parent.  This means the upload to Office Brands is larger and if many stores are doing this, it slows down the contract upload and product/pricing uploads for all stores with web integration regardless of whether they are running Readysell of not.

Requirements
  • Same Web Customer Name on parent card as on child customer cards
  • Have a charge to set to the parent company with same Web Customer Name
  • Same Web Customer Name but different Web IDs on each customer card
  • Need to keep customer cards separate but still share same Web Customer Name
  • And they all share the same contract and there may be separate contracts existing now or in future for one of the child customer cards
  • They have Web Order Approval flag ticked on all Customer cards with the same charge to and same Web Customer Name
  1. Set the parent customer card to have the Web Customer Name filled in on it and make sure that the child customer cards also have the Web Customer Name filled in on them.
  2. Make sure all cards with that same Web Customer Name have the Web Order Approval flag on (ticked)
  3. One contract at least must exist where the parent customer card is on that contract as a customer

  4. Note documentation also on approvals: Sending Up Order Approvals from a Customer Card

  5. Readysell sends up the Web Order Approval flag with a contract on a card.  You may strike various issues where the approval flag might be on for a customer but not on for others yet they all have a contract they all share and all have the same web customer name.
    Readysell does not set on the web which contact person gets the approval.  It sends up the approval and the approval then needs to be allocated on Org Admin (you will need to check with Winston at Office Brands on how to do this if you are unsure of this process).  However using the case as above, if one card is flagged as approval and another is not but they both have contracts and both have the same web customer name, the approval will be removed from the contract upload from the 2nd customer with the same web customer name with the approval flag set on it as off.

  6. Should the child customer need their own contract for whatever reason, you will need to then turn the flag on for web order approval for that child customer and fill in the Web Customer Name on them only.We