Customer login and possible orders

[Pongraczi]

Dear Nathan,

I am still learning the system and I have a question regarding the customer orders. Could the customer login into the system and take an order for a product or service?

I am looking for a solution, where the customer is able to take orders like in a webshop.

Thank you,

IStván

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[Nathan Gray]

On 16-Aug-09, at 2:29 PM, Pongrácz István wrote:

> I am still learning the system and I have a question regarding the  
> customer orders. Could the customer login into the system and take  
> an order for a product or service?
>
This is possible, but has not been tested.
1.  Admin -> AR -> Site configuration, turn on 'Use Client User  
Accounts'.  You may need SVN r3847 if the user account selection  
doesn't show on the Edit Client Branch page.

2.  For each client [branch] you want to have access, create a user  
account.  Sorry, no nice automation.

3.  Go to each client branch under AR, under Details tab set User  
Account to the account you created.

About permissions - I recommend you keep all your clients in a group,  
and give them access to what you want them to be able to do.
Clients are not allowed to see each other's information.

When testing, log in with a separate client account.  Don't assign  
your own user account to a client branch.


Nathan Gray
nathan at goarctic dot com


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[Pongraczi]

 
Hi,

Thank you very much!
Seems very exciting :)

More testing needed...

Cheers,
István

----------------eredeti üzenet-----------------
Feladó: "Nathan Gray" nathan@...
Címzett: "Pongrácz István"
CC: perp-developers@...
Dátum: Mon, 17 Aug 2009 08:48:58 -0600
-------------------------------------------------
 
 

>
> On 16-Aug-09, at 2:29 PM, Pongrácz István wrote:
>
>> I am still learning the system and I have a question regarding the
>> customer orders. Could the customer login into the system and take
>> an order for a product or service?
>>
> This is possible, but has not been tested.
> 1. Admin -> AR -> Site configuration, turn on 'Use Client User
> Accounts'. You may need SVN r3847 if the user account selection
> doesn't show on the Edit Client Branch page.
>
> 2. For each client [branch] you want to have access, create a user
> account. Sorry, no nice automation.
>
> 3. Go to each client branch under AR, under Details tab set User
> Account to the account you created.
>
> About permissions - I recommend you keep all your clients in a group,
> and give them access to what you want them to be able to do.
> Clients are not allowed to see each other's information.
>
> When testing, log in with a separate client account. Don't assign
> your own user account to a client branch.
>
>
> Nathan Gray
> nathan at goarctic dot com
>
>

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