Ship To and My Account Restrictions per User
By default, WebAlliance User accounts will have access to all Ship To records and all orders, invoices, etc., associated with their Customer ID in your ERP system.
In some cases, though, you might want to specify which of those Ship To records a user should (or should not) be able to access during the Checkout process as well as limit them to see only the order and invoices for those Ship To's. If that's the case, you can use the "Available Checkout Ship To's" tool to have more control over the Ship To's a user sees.
Restricting a user's Ship To addresses should not be considered a security function. It's intended only to maximize the user's experience during checkout.
Note also that restricting the Ship To list will have no effect on a RetailUser account since RetailUser accounts must always manually enter their desired shipping address.
Configuring the User Account to Restrict Ship To's
Start by selecting the "Ship To's" option from the "Miscellaneous" tab of the User Detail page.
You'll see the list of all Ship To records available for the user's assigned Customer ID. Simply check the "Enable Selectable Ship To's" box to configure this feature for the selected user.
Note that enabling the "Selectable Ship To" feature for a user will automatically disable the "Multiple Customer Codes" feature for that user. A single user account can't use both features at the same time.
When you check the box, you'll have the option to disable Ship To records so that the user will be able to access only the Ship To addresses of your choosing during the checkout process.
Restricting a user's Ship To address list will not restrict their available Ship To addresses in the Order Template Quick Checkout setup screen. Other users assigned to the Customer ID could have access to the Order Template, and those users might not have the same restrictions as the "owner" of that template.
In this case, we'll configure the user to have access to only 4 of their 5 possible Ship To addresses.
After configuring the list of available Ship To options, click "Save" at the bottom of the page.
The User's Experience
At checkout, this user - connected to Customer ID 102747 - has access to only 4 Ship To options.
The same restrictions apply to the user in the "Set Checkout Defaults" screen, which allows the user to pre-configure checkout options so that they can use Express Checkout.
Restricting My Account Details
By default, when restricting Ship To's on a user, the site will also restrict the orders, invoices, quotes, etc., to only those related to the Ship To's you restricted the user to. However, if you would like the user to continue to see all orders, invoices, and quotes for their Customer Code, regardless of the Ship To restrictions, you can simply click the "Display All Customers Ship To's On My account" checkbox below the "Enable Selectable Ship Tos" checkbox on the Miscellaneous tab of the User Details.