The "Customer Maintenance List" allows you to maintain your Customer information.

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

 

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

 

 

The Maintenance grid offers the following functions:

• Create: Click the Add button.
• Modify: Click the Edit button within the row, or double-click on any row in the grid.
• Remove: Click the Delete button within the row.

After you select the Add or Edit button on the grid, the grid's maintenance pop-up appears. Then you can add or edit specific information. After you select the Delete button, the Console asks you to confirm the deletion, and once confirmed permanently deletes the row.

A right-click Context Menu provides functions available for indivdual rows, one at a time.

 

Simply right-click on a row, then pick from the list of available options for the grid, and the selected action will be performed just on that row. Even if multiple rows are selected using checkboxes, only a single row is affected by the context menu selection.

A bulk Action Menu can be found in the top left heading area of any applicable data grids in the CyberStore Console. The action menu allows a site adminstrator to select one (or many) records by using the left most check box column in any applicable data grid. A user can select (and deselect) all records by clicking the checkbox directly below the Action Menu's lightning bolt. Below is an example of selectable checkboxes and an Action Menu:

When selecting rows for bulk actions, rows can be filtered, and the grid can be paged, and when the action is performed all selected records will be acted upon by choosing the desired action

Selecting Delete will permanently remove all selected rows. A confirmation screen will be displayed which must be confirmed before the removal happens.

The Export option will show a list of exportable formats available (currently XLSX and XLS formats for Excel, a PDF file, or CSV formatted data). When a format is selected, the CyberStore data for all selected rows will be downloaded to a file which can be saved to your desktop or device for use offline.

Customer specific action menu functions include the following:

 

The Import action allows for bulk import of Customer Numbers into a specific Customer Class

Change Customer Class - allows one or more Customer records to be associated with a specific Customer Class

Put On/Release Hold - allows one or more Customer records to be placed on or removed from the CyberStore Hold status (this is separate and not inclusive of the SYSPRO Customer hold status).

Maintaining Customer Data

Customer Data Maintained in SYSPRO

The table below lists which CyberStore Customer Master fields are used to store SYPSRO Data from a Customer query:

CyberStore Customer Field	SYSPRO Customer Query Node (//ArCustomer/Customer/...)
CustomerNumber	Customer
Name	Name
Telephone	Telephone
Contact	Contact
DefaultEmail	Email
UserField1	UserField1
CreditLimit	CreditLimit
TaxStatus	TaxStatus
TaxExemptionNum	TaxExemptNumber
CurrencyCode	Currency
WarehouseToUse	SalesWarehouse
isTPMCustomer	TpmPricingFlag
StateCode	StateCode
InvoiceTerm_Code	TermsCode (*only updates from SYSPRO on initial load)
Salesperson	Salesperson
Salesperson3	Salesperson3
BuyingGroup5	BuyingGroup5
InvoiceDiscountCode	InvDiscCode
Branch	Branch
LineDiscountCode	LineDiscCode

 

Maintaining Customer Data in CyberStore 

General Settings Pricing Accounts Characteristics Item Lists

Use these tabs to maintain the key elements about a Customer. Any changes modify how the Customer interacts with CyberStore.

The General Tab

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

 

 

The General tab contains the following elements:

General Information
Customer Name	The name of the Customer. Read Only.
Primary Telephone	The main phone number at which you can reach the Customer. Read Only.
Primary Contact	The name of the representative you should contact to reach this Customer. Read Only.
Default Email	The email address for the Customer. Read Only.
User Field1	The User Field 1 from the Customer record in SYSPRO. Read Only.
Sales Person	The code for the salesperson assigned to the Customer record in SYSPRO. Read Only.
Sales Person 3	The code for the salesperson 3 field in the Customer record in SYSPRO. Read Only.
Buying Group 5	The values of the buying group 5 field in the Customer record in SYSPRO. Read Only.
Customer Class	The type of Customer that determines which Items they can view and purchase from your web store.
Credit Limit	The amount of credit this Customer can use at a given time on your Site. Read Only.
Currency	The type of currency this Customer uses. Read Only.
CyberStore Invoice Term Code	The invoice term used for this Customer in CyberStore. Important: The Invoice Term Code is populated on initial load with the Customer's Invoice Term from SYSPRO. However, you can modify this code in CyberStore to override to the standard SYSPRO Term if desired. Once imported on load, the Invoice Term Code can only be updated in the Console. It will not synchronize with SYSPRO data moving forward.
On Credit Hold (SYSPRO)	The SYSPRO Credit Hold value. Read Only.  This value is intended to provide users with a status of the Account in SYSPRO. When the Customer is marked as On Hold in SYSPRO, the checkbox will be checked and the text will turn red in color. When a Customer is placed on hold in SYSPRO no Acounts linked to the Customer will be able to place orders through CyberStore.
On Web Hold (Customer holds affect all associated Accounts)	The Web Hold status of a Customer. When a Customer is placed on a Web Hold, no Accounts linked to the Customer will be able to place orders through CyberStore.

The Settings Tab

 Use the Settingstab to manage general settings and PunchOut Options.

 

The Settingstab contains the following options:

Settings Information
Use customer default warehouse (If not overridden by stock code)	Setting used to force all Items on an order for the Customer to be allocated from the Customer's Default Warehouse. Important: Any Items set to use the stock code warehouse will override this setting.
Default Warehouse	The Default Warehouse for the Customer. Read Only.
Free Shipping on all Web Orders	Setting that calculates shipping at no charge on all orders for the Customer.
Allow Admin Accounts for this Customer	Setting that allows the Customer to utilize Administrator Accounts. For more information see Customer Account Administration Control Overview

 

 

Punch Out Information
Enable Punch Out for this Customer	Turns on Punch Out functionality for this Customer.
Credential Domain	A field into whcih you can add your credentials.
Punch Out Mode	The Punch Out mode.
Punch Out <FORM> Action URL	The action to perform, or external website URL to navigate to, when a Cart is punched out.
Punch Out Transformation File	The XSLT file used to transform Shopping Cart information for punch out integrations.
Allowed Hostnames or IP Addresses	A field into which you can input all of the valid Hostnames and IP Addresses that are able to send PunchOut requests on behalf on the Customer.

 

The Pricing Tab

Use the Pricing tab to manage pricing settings for the Customer.

 

 

The Pricing tab contains the following section:

Pricing Information
Clear Price Cache	The Clear Price Cache for .... button will remove all cached pricing for the selected Customer. Prices will then be re-cached per your site configuration as they are browsed on the front end of the site by your shoppers. When complete a pop-up dialog will indicate the pricing cache purch has been completed.

The Accounts Tab

 Use the Accountstab to list all Accounts that are associated with the Customer.

 

 

The Accounts tab contains the following section:

Accounts Information
Accounts	A list of Accounts linked to the Customer.

The Characteristics Tab

 Use the Characteristicstab to maintain values of Customer Characteristics.

 

 

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

The Item Lists Tab

 Use the Item Liststab to add, edit, delete and view Customer Item Lists..

 

 

The Item Lists tab contains the Item Lists grid and will list any lists that have been configured for the Customer.

 

Item Lists can be edited, allowing the Name and Description of the list to be changed.

 

When Viewing an Item List, the Stock Codes within that list will display. Stock Codes can also be added or removed.

Removing Customer Data

To remove a Customer and all of the information about them, click on the Delete button within the grid.