GUEST customer with EWAY payment issues on SALWEB
- Sharon Harden (Unlicensed)
When a guest customer places an order, they usually have to pay it online before submitting the order.
Readysell requires a customer card on orders where sales lines of products go on hold.
By creating an account card that has COD payment terms, you are restricting them to certain tender types, it cannot go to account and automatically placing an account card ID against the sale as the GUEST User ID/Web ID will be stored against it. It will then work for all incoming web orders made by guests. See below:
Suggestion ONLY…
Create or use an existing customer you can use for these types of orders. i.e. CASH customer or CARD customer or WEBCUStomer
On the Contacts tab of that card, place the User ID from the web order email of GUEST into the Web ID field
Make the Contact Name something like Web Customer or Card Customer or Cash Customer
Flag the Contact as Accounts Payable, Statement Recipient, and Purchasing Officer
Set the Customer Order Req field to No Customer Order required so that it will not force you to fill this in on the web order when it lands in the Readysell sales orders module.
Set the Payment Terms (on tab Settings, subtab Customer Settings) to COD so that if this customer is accidentally used by someone they cannot tender it off to 6 Account
Set the Price Level to whatever your default price level is on the web for guests
You need to set an Address using your own suburb, state, and postcode you are located in and flag it as both Accounts and Delivery
Click on the button Save and Close
Once you hit Save and Close, it will ask if you want to update existing orders with GUEST as the web id/user id, click on the button Yes
This then updates the sales web order with a customer on it, it reduces the need to put a customer order number in
