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Make Outstanding Sales Orders & Transactions Visible Online
Make Outstanding Sales Orders & Transactions Visible Online
Allow online users to view the status of their orders as the orders are processed and to view their transactions.
Step-by-step guide
To Enable Transaction Integration for Customers:
- Log in as an Administrator.
- Navigate to 'Accounts' --> 'Account Selection'.
- Search for the required Customer Code.
- Select the Customer Code via radio button.
- Click 'Mark Active'.
- The Account information will be uploaded to the web.
- You will not want to do this for your Default debtor account.
- The system takes time to get this information, therefore you don't want to activate all of your Customers in one go.
- If the Customer has a lot of activity, activating them could take some time. Keep in mind that getting these orders will replace other uploading that occurs on the Integrator.
- You should really only integrate transaction information if you give customers the ability to view statements or pay accounts online.
Related help
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