Setting up Customer Login

This allows customer (with a debtor account) to access the system to be able to do the following :

1/ Create an order. 2/ View current account. 3/ View last payments. 4/ View History. 5/ Change their password.

Step 1
On your website you create a link for customer to login with e.g.

https://www.eaccounts.co.nz/customer.asp?shop=XXXX|1

Where XXXX is the code of the shop.

Step 2
In the Maintain Debtors Screen provides the appropriate debtors with a password in the password field.

Step 3
Read section on Freight Calculations

Notes :
a) The order will be created with the default salesman associated with the debtor used as the salesman.

b) The rules concerning how the order is processed (to what stage) are defined under the section "Setting up Cash Sales Ordering"

c) The rules concerning how the Order processing screen (Shopping Basket) appears are also defined under the section "Setting up Cash Sales Ordering"

d) If a customer gets his password wrong 3 times he will be locked out and you will need to manually go into the debtor maintenance screen and reset the field called "Login Retries" (next to the password field)