Customer settings

Details


Field	Description
Customer Settings	A number that is easily recognizable to users of the Business Center. In the B2C M3 interfaced scenario, the customer number is crucial for single users to create and finalize orders. Guest users on the other hand, can proceed until the Shopping Cart page, where they will be requested to register to be able to finalize the orders.
Customer Name	The name of the customer. This name appears in the Customer Center.
Company Type	"Merchant" or "Reseller". You can never change this setting. There is only one merchant company - this is already set up when you begin working with the Business Center. Thereafter, all new companies are resellers.
Currency	The primary currency in which the user can be charged for the purchase. Usually, this is the local currency of the country where the reseller company is located.
Display Currency	The currency that is shown when the user is viewing prices in the Item List and Item Details pages.
Market	The market associated with the customer. The item prices displayed in the Customer Center depends on the market selected by the user. In the B2B setup, this list shows only B2B markets. In the B2C setup, this list shows only B2C markets.
List Price Group	This price list contains standard market prices. All items must be defined with a list price (the market price) and at least one net price. Each type of price is called a "price group".
Net Price Group	This price list contains the actual price the user has to pay. In case a net price does not exist, the user has to pay the market price. Some merchants use different pricing schemes, thereby allowing them to offer different prices to different users - typically according to the overall volume of business. All items must be configured with an explicit price in each price group.
DUNS Number	DUNS numbers are used to assign a unique identifier to a customer or other business entity. In a standard Infor e-Commerce installation, it can be stored for each customer in the database but is not otherwise used. However, DUNS numbers may be important in some customized installations, such as when interfacing Infor e-Commerce with a back-end business system. If you are using DUNS numbers, specify the appropriate number for the customer. If you are not using them, you can leave this field blank.
Is Taxable	Yes - If sales tax or VAT is charged to the customer No - For customers who do not pay tax (such as religious organizations in some countries)
Parent Company	This setting is used to group customers. Leave this field blank if you do not wish to group a customer in a parent-child relationship. To assign a parent customer, click Find. The Customer Finder page lists all customers that do not have a parent. Search and select a customer. The "Find" function is not available, if the customer already has children associated.
Orders Can Be Placed By This Customer	This setting controls whether users of this customer can place an order or not. Set this to "Yes", if you want users of this customer to be able to order items in the Customer Center. However, if the customer is associated to a parent company, users from the parent company can still place orders for this customer irrespective of this setting.
Default Shipping Address	This list shows the name of each currently defined shipping address. The address that you choose here is selected automatically on the shipping form when users from this reseller company start the checkout procedure. This is the only setting listed in the table that does not appear on the first page when you create a new customer.
Customer Field 1 Customer Field 2 Customer Field 3 Customer Field 4 Customer Field 5	Any extra information about the customer. These values can be used to establish conditions for user segmentation.

Billing address


Field	Description
Address 1	The top line of the billing address.
Address 2	The second line of the billing address.
Address 3	The preformatted address for the country of billing address.
Address 4
Postal Code	The postal code for the billing address.
City	The city of the billing address.
Region	The region for the billing address (in many countries, this is not used).
Country	The country of the billing address.
State/Province	The state or province of the billing address. In some countries (like the USA, Canada, and Australia), the province/state is necessary; in others it is omitted.
Phone	The phone number that is most appropriate for billing inquiries (for example, the front desk at the billing address).
Fax	The fax number that is most appropriate for billing inquiries.
E-mail	The e-mail address that is most appropriate for billing inquiries.
URL	The address to the customer's web site (if it has one). This is for your reference only. Though you can specify a URL for each customer, it is never used to create an active link in the Business Center presentation. URLs used to support advanced features such as XML order export are specified elsewhere and are independent of the setting offered here.

Contacts

Contacts are employees at the merchant company who are responsible for various aspects of the business relationship between the merchant and the reseller. These contacts are used when requesting for quotations, requesting for information or order collaboration. Because contacts are named by function rather than using personal names, customers can easily send a message to, for example, "support" if they have a technical question, rather than knowing the support person.

Use the lists under Contacts to specify the name of the employee from the merchant company who is responsible for each type of task for the current customer. Only users currently assigned to the merchant customer is listed.

Usually, the e-mail address configured for the specified user is the one used whenever Infor e-Commerce generates contact-related e-mail. However, if you wish to use an additional e-mail address, you can specify this in the Additional Emails field. The e-mail is then be sent with the user’s configured address in the "To" field and the additional address in the "CC" field.

You can establish as many contact types as you wish using the settings provided on the Contact Group Details page of the Business Center.

Shipping addresses

Often, the shipping address used by a reseller company is different from the billing address. In other cases, such as for resellers with several offices, several shipping addresses are used frequently. You can define as many shipping addresses as you like. A customer who submits an order is able to choose from the list of addresses you define here or can manually specify details for yet another address.

To add a new shipping address, specify the address in the fields under Add New Shipping Address area, and click Save.

Note: The shipping address must be within countries belonging to the market associated with the customer.
To edit a shipping address, in the Shipping Name column under Shipping Addresses, click the address you want to modify. In the Shipping Address Details page, make the necessary changes and click Save.
To remove a shipping address, click the "X" icon corresponding to the address you wish to remove.

Most of the shipping address settings are identical to the billing address settings listed in the table. However, there is also a Shipping Method setting, which enables you to specify the preferred carrier when shipping to that address. The carriers listed are those defined on the Shipping Method Details page.

User prices

You can grant special prices to the current customer for specific items. This allows the merchant to give preferential pricing for specific items. All the customer's users are able to order at the prices you specify here (unless some other discount qualifies that user for an even better discount.

To add a new user price, specify the Item Number for the appropriate item and specify the Price. If you need help finding an item number, click Find. When you are done defining the user price, click Save. You can create user prices one at a time.
To modify a user price, in the Price column under User Prices, enter a new price and click Save.
To remove a user price, click the "X" icon corresponding to the user price you wish to delete.