Managing customers details

The Main:Workbench area of the Business Center provides the sales representative the necessary information to assist customers. The Workbench menu is available for roles having the All Customer Access feature element.

For the selected customer in the Workbench area, the following details are displayed in each of the tabs:

Tab Description
Details Displays customer details.
Users Displays a list of users associated with the customer.
Order History Lists all orders submitted by the sales representative on behalf of the customer.
Invoices Lists invoices for all orders raised on the customer.
Financial Information Displays the credit limit details, payment terms and applicable discount for the customer. The credit status on the Financial Information page will only work if the Credit chk MTI in CRS610/F is set to a value of either 1 or 2. This feature is only enabled in an M3 interfaced Infor e-Commerce setup.

To submit order as a sales representative:

  1. Log on to the Business Center.
  2. Click the Main:Workbench link in the navigator.

    The Work Bench page is displayed.

  3. In the Customer Number area, click Find.

    The Customer Finder page displays a list of customers assigned to you.

  4. Select a customer on behalf of whom you want to submit the order and then click Select.

    The page is refreshed and the information on the selected customer selected is displayed in the Details tab.

  5. Click Place Order.

    This takes you to the Home page of the Customer Center.

    Here, you are logged in as the user from the customer company that you have selected in the Business Center. You can now act as any other user of that company and can submit orders, view order history, change active company, manage users belonging to the active company and so on.

    To select a different company, click Change in the right pane. A list of customers associated with the merchant company is displayed. Select the company you want to work with.