Specifying portal parameters for online ordering

This task is required in the Primary Site.

  1. Open the Portal Parameters form.
  2. Specify this information:
    Validate Portal Address
    Select this check box to require that portal users’ state and country entries for shipping information are validated against the state/country combinations specified on the back office Prov/States form.

    When this check box is selected, portal users must specify a state and country that are included in the lists presented to them. If the check box is cleared, users can specify any state and country name, whether or not it is in the lists.

    Site Group
    In the Customer and Reseller Portals section, the site group is required and should have been specified when setting up the Customer Portal.

    As noted in Setting up the Customer Portal site group, in order for data on the portal Account Balance page to be accurate, this site group must be the same as the multi-site group used on the Accounts Receivable Parameters form. It should be a group in which the customer table is replicated to all sites in the group.

    Customer Prefix
    Specify a default prefix to be used for customers added from the Customer Portal, so you can distinguish these customers from customers added using the back office. If you leave this field blank, the back office customer number prefix is used by default.
    Order Prefix
    Specify a default prefix to be used for orders entered in Customer Portal, so you can distinguish them from orders added in the back office. If you leave this field blank, the back office order number prefix is used by default.
    Phone
    If B2C users log in to the Customer Portal to place orders, but the Credit Card Interface is not installed in the back office or is not active, a message is displayed instructing them to contact the vendor. In this field, specify the phone number to be included in that message. If this field is left blank, the phone number specified on the General Parameters form for the portal Primary Site is used in the message.
    Default Ship Method Group
    Specify the default ship method group to be used for new Customer Portal users who register online and for all existing Customer or Reseller Portal users whose payment method is credit card but who may not yet have a ship method group assigned.
    Enable Category Browsing
    When this check box is selected, a category menu with a slide-out subcategory menu is included on the portal Products page for simplified catalog browsing. Two levels of subcategories can be displayed in the slide-out menu. When cleared, the categories menu is not displayed, and portal users must enter search criteria to find specific items in the catalog.
    Allow Quote Item Exclusion
    When this check box is selected, Reseller and Customer portal users are given the option to remove individual items from an estimate when accepting a quote. If this check box is cleared, then the option to remove estimate line items is not provided on the portals.
  3. Click Save.