Overview of creating customers
| Step | Task | Where performed | Notes |
|---|---|---|---|
| 1 | Set up application properties | Business Center | Use application properties to
specify whether customers can use item aliases to order items
and whether customer-specific price breaks are shown on your
website. The application property settings that you select are applied to all customers. An Infor representative must perform this step. |
| 2 | Optionally, create virtual enterprises and markets and create BOD rules to automatically assign virtual enterprises and markets when BODs are replicated. | Business Center | If you use virtual enterprises and markets in the Business Center, set them up before you replicate customer information from the ERP. You can set up rules for incoming BODs to automatically assign customers to virtual enterprises or markets. |
| 3 | Create the roles that you assign to customer users. | Business Center | See "Configuring Roles" in the Infor Rhythm for Commerce Business Center Online Help. |
| 4 | Create customer information in the ERP | ERP | |
| 5 | Specify the transaction currency to use with the customer | ERP | |
| 6 | Specify customer-specific pricing, including price breaks and item aliases | ERP | If you offer price breaks to a customer for an item, you cannot
offer the customer a discount for the item in a promotion. When the customer checks out, the specific pricing set up for the customer is used. To display the price breaks in the widget on your website, enable the Items.Price Breaks application property in the Business Center. To display item aliases, enable the Item.Customer Item Alias application property. See "Setting tenant application properties" in the Infor Rhythm for Commerce Business Center Online Help. |
| 7 | Specify the warehouses that ship products to the customer | ERP | |
| 8 | Create customer users who can access your website | Rhythm Portal |
You must create at least one user for the customer. Customers cannot sign up for an account through your website. |