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- The webstor has a link "Register"
- Creates a person in the system
- Creates a Debtor linked to the person
- Note that if this person is already in the system the person and debtor will be merged after approval.
- Creates a person in the system
- Approvals
- Depending on your business rules
- All Requests require approval
- Only requests for Trade Pricing require approval
- Pending Website Authorisations
- General Admin > Entities Cards > Pending Website Customer Activations
- Double Click to select and open Person
- Note can "Search for Similar" to look for Duplicate Person Merge or Duplicate Company Merge depending on the entity you are reviewing
- Navigate to Debtor > Roles / Profiles / Children.
- Allow Web Access Button
- Will add customer role to debtor for contact
- Password will be password provided during registration
- Login code will be email address
- Will default pricelist to debtor depending on your business rules
- Will tick "Allow Login"
- Notify Website Access Granted Button
- Will send send Email Template to email address - see Entering Email Templates to email address
Manual Registration Process for Individuals
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