Setting up a test customer in Readysell at the site

Owned by Carolynne Robertson-Dunn (Deactivated)
Last updated: Jul 22, 2014 by Van Ho (Deactivated)

There are two considerations when setting up a test customer:

  1. Make sure that the Web ID field on the Contacts tab has been filled in with the test user details specified in the Web Users list 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.
  2. Make sure that the Web Customer Name is filled in with the test user details specified in the Web Users list that Office Brands set up for you on the web.
    • Web Customer Name is used for the sending up of contracts up to the web.
    • If the Web Customer Name field is blank, contracts will NOT be sent up to the web at all for the customer.
    • If the field is incorrect, the workflow will try to send contracts up to the web but an authentication failure message will be returned as it does not match up to the OrgEntityName on the Web i.e. logon authentication error.

See Setting up Web ID and Web Customer Name for a customer for details.