Granting customer users permission for order guide features

  1. In the Business Center, select Application Setup > Roles.
  2. Click the name of the role that you are setting up, or create a new role.
  3. Configure these feature elements:
    View Order Guides
    Select this check box to enable users to view order guides and order items from them.
    Manage Order Guides
    Select this check box to enable users to complete these actions:
    • Delete an order guide
    • Add items to an order guide
    • Delete items from an order guide
    • Add an order guide
    Order Header Notes
    Select the Manage Order Guides and Order Header Notes check boxes if users can add notes at the header level of the order guide.
    Order Line Comments
    Select the Manage Order Guides and Order Line Comments check boxes if users can add comments at the line level of the order guide.
    Load Recent Products
    Select this check box to enable users to replace the items in an existing order guide with items from recent orders.
  4. Click Save.