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customer and supplier logins
- P Sawkins (Unlicensed)
For customers to get access to the webstore
/wiki/spaces/SI/pages/33054884
Self Registration Process
Person login details
Only Persons have logins. They require username and password on the person.
See which contacts have login to a debtor / creditor
A person can login to view company information if they are a contact at that organisation and the organisation allows login access.
How to setup a contact to have login rights
Setting that the company allows users to login
Self Registration
You can setup your website to hvae self registration capability.
- Existing customers should provide some form of identity (Recent invoice number and value, confirm via email address registered on the user
- New customers can create and be sent a confirmation email link to an orphan site
Customers Logging into the webstore
The advantage of a customer logging into your webstore or portal cannot be underestimated.
The website can use the same rules you would use if they called you. Pricing, stock availability, shipping charges, response times etc. They can make payments, enter or update sales orders etc. You decide what you will allow them to do.
You can provide them with any information you have about them - eg sales orders, invoices, allow them to make payments and they can update your system for you.
Related content
For information about SaaSplications go to http://saasplications.com.au