Account Maintenance

In This Topic

The General Tab
The B2C Billing Tab
The B2C Shipping Tab
The B2B Customer Tab
The Email Tab
The Characteristics Tab
The Settings Tab
The Item Lists Tab

The "Account Maintenance List" allows you to maintain your Accounts and the information about them.

To access the list in the Console menu, go to Customers > Account Maintenance.

When the application has loaded, the "Account Maintenance List" appears on the screen.

Maintaining Account Data

When you click Edit or Add, the "Account Maintenance" pop-up appears. You can also access this pop-up by double-clicking on a row. This pop-up contains the following tabs:

General B2C Billing B2C Shipping B2B Customer Email Characteristics Settings Item Lists

Use these tabs to maintain the key elements of an Account. Any changes modify how that Account interacts with CyberStore.

The General Tab

Use the General tab to maintain general Account information and to configure options.

The General tab contains the following sections:

General Information
Account Information	The general contact information for the Customer or for the Company representative, depending on the Account type.
User Information	The email address under which the Account logs into your Site. Here, change this email address by typing a new one in the field. Select the checkbox to send a confirmation email to their new and old addresses. You are not able to see an Account password in the Console. However it can be set or reset. When you click Change/Set Password, the "Change Password" pop-up appears. Also contains a check box that allows the user to either lock or unlock an account. Locked until date can be edited in the drop down.
Account Type	Designates this Account as either a general consumer (B2C) or On File Customer (B2B). A B2C Account is an Account that is linked to the Default Customer, whereas a B2B Account is linked to a specific SYSPRO Customer.

General Information

Account Information

The general contact information for the Customer or for the Company representative, depending on the Account type.

User Information

The email address under which the Account logs into your Site. Here, change this email address by typing a new one in the field. Select the checkbox to send a confirmation email to their new and old addresses.

You are not able to see an Account password in the Console. However it can be set or reset.

When you click Change/Set Password, the "Change Password" pop-up appears.

Also contains a check box that allows the user to either lock or unlock an account. Locked until date can be edited in the drop down.

Account Type

Designates this Account as either a general consumer (B2C) or On File Customer (B2B).

A B2C Account is an Account that is linked to the Default Customer, whereas a B2B Account is linked to a specific SYSPRO Customer.

Note:

Be sure to click the button when you are finished making any edits.

The B2C Billing Tab

Use the B2C Billingtab to manage the billing information for a B2C Account.

The B2C Billingtab contains the following elements:

B2C Billing Information
First Name	The first name of the Consumer.
Last Name	The last name of the Consumer.
Address	The street address of the Consumer.
City	The city where the Consumer is located.
State	The state where the Consumer is located.
Zip Code	The Zip Code for where the Consumer is located.
Phone Number	The phone number of the Consumer.
Copy From Shipping	A button that automatically fills in the fields if the bill is addressed to the same person that the shipping is addressed to, provided that this information has been entered previously.

Note:

The B2C Billing tab is only available for B2C-type Accounts and is grayed out when you are editing a B2B Account.

Note:

Be sure to click the button when you are finished making any edits.

The B2C Shipping Tab

Use the B2C Shippingtab to manage the shipping information for a B2C Account.

The B2C Shipping tab contains the following elements:

B2C Shipping Information
First Name	The first name of the Consumer.
Last Name	The last name of the Consumer.
Address	The street address of the Consumer.
City	The city where the Consumer is located.
State	The state where the Consumer is located.
Zip Code	The Zip Code for where the Consumer is located.
Phone Number	The phone number of the Consumer.
Copy From Billing	A button that automatically fills in the fields if the shipping is addressed to the same person and/or place that the bill is addressed to, provided that this information has been entered previously.

Note:

The B2C Shipping tab is only available for B2C-type Accounts and will be grayed out when you are editing a B2B Account.

Note:

Be sure to click the button when you are finished making any edits.

The B2B Customer Tab

Use the B2B Customertab to maintain information on a B2B Account, including associated addresses.

The B2B Customer tab contains the following sections:

B2B Customer Information
Customer Number	The Customer Number in SYSPRO. You can easily retrieve Customer information by selecting the "Find" ( ) button. When you click this button, you a pop-up appears allowing you to "Choose a CyberStore Customer."
Associated Customers	A single B2B Account can be used to shop as more than one associated Customer allowing a single person to choose which Customer they are shopping as at any time during their visit. When you click the Associated Customers button within the tab, the "Choose more Customers" pop-up appears. You can use the corresponding buttons add or remove Accounts. The following check boxes are available at the top of the Associated Customer pop up that allow for speedier management of certain types of multi-Customer use stories. This account is associated with all Customers - Selecting this option automatically ensures that all available Customers in CyberStore are linked to this account. Include all Customers for which the Account is the Salesperson- Selecting this option automatically includes all Customers available to CyberStore that have a salesperson of record that matches the salesperson setup for the account. (See information in the Settings tab on this page for more information).
Customer Name	The Name of the Customer in SYSPRO.
Sold To Address	The on-file sold to address from the Customer in SYSPRO.
Ship To Address	The default ship to address from the Customer in SYSPRO. When you click the Change Default Ship To Address button within the tab, the "Multiple Shipping Address Look Up" pop-up appears. You can choose a default shipping address from the given list.

Note:

The B2B Customer tab is only available for B2B-type Accounts and will be grayed out when you are editing a B2C Account.

Note:

Be sure to click the button when you are finished making any edits.

The Email Tab

Use the Emailtab to [description].

The Email tab contains the management functions that allow you to send Account email addresses specific system email messages:

Email Information
Forgot Password	Send to an Account their Forgot Password email.
Notify of New Account	Send to an Account their New Account email.

Note:

Be sure to click the button when you are finished making any edits.

The Characteristics Tab

Use the Characteristicstab to [description].

The Characteristicstab contains the any Characteristic families that are of an Account type. For information about setting up Characteristics, see the Characteristic Families and Characteristic Grid setup topics.

Note:

Be sure to click the button when you are finished making any edits.

The Settings Tab

Use the Settingstab to [description].

The Settings tab contains the following elements:

Settings Information
Account on Hold	Indicates whether the Account is on hold. An on-hold Account cannot log into CyberStore.
Allow Ordering	Indicates whether the Account can place orders through your Site.
Set as Customer Administrator	Designates this Account as the Customer Administrator. For more information see Customer Account Administration Control Overview.
Sync Account/Customer Classes with novo User/ Groups	Allows CyberStore to synchronize the Account with a novo user and the Account Customer Classes with novo user groups. Important: This requires CyberStore Connect API and a separate novo implementaion.
Allow access to Order History	Allows this Account to view past orders. Important: B2C Accounts can only view online orders, whereas B2B Accounts can view all Customer orders in SYSPRO whether placed online or not.
Hide Shipping price information	Prevents the Account from viewing shipping costs during checkout.
Disable Add to Cart for Items not found in Item Lists linked to this Account or Active Customer	Enables the ability to limit the available Items to purchase in a catalog to those contained within an Account's Item Lists or their associated Customer Item Lists.
Link Account to SYSPRO Sales Person	Enables the ability for an Account to be associated with a specific salesperson in SYSPRO. When you click the sales person lookup icon, you will be able to search across all branches in SYSPRO to link the Account to the desired sales person.
Override View List for this Account	Allows you to change the View List for this Account.
View List to Use	If you choose to override the default View List for this Account, you can designate a different, already existing List.
Override Customer Punch Out Transformation File for this Account
Punch Out Transformation File

Note:

Be sure to click the button when you are finished making any edits.

The Item Lists Tab

The Item Lists tab contains the Item Lists that have been configured for the Account.

Additional Reading:

See the Working with Item Lists topic for more information on Item Lists, their management of them and front end uses,

Note:

Be sure to click the button when you are finished making any edits.

Removing Account Data

To remove an Account and all of the information about it, click on the Delete button within the grid.