Site Default Customer Code Concepts

 

WebAlliance requires a site-wide default Customer Code and Contact ID.  The site Default Customer Code and Contact ID will have a slightly different purpose depending on if the Anonymous Shopping Module is enabled.

Where to Set Your Site's Default Customer Code and Default Contact ID

To change your Site Default Customer Code or Default Contact ID, go to Site Manager>Settings and navigate to the "Users" tab. You will find the settings under "Defaults". 

Default Customer Code and Contact ID Without Anonymous Shopping Module

When the Anonymous Shopping Module is not enabled for a site, the site Default Customer Code and Contact ID will be present only as a placeholder for user accounts that have not yet been approved by a site Admin.

It is important to note that no web user should be actively using the site Default Customer Code or Contact ID if you do not have the Anonymous Shopping module.

Whenever a user is created, they are assigned the site Default Customer Code and Contact ID as a placeholder. It is the responsibility of an Admin to assign new users a proper Customer Code and Contact ID from the ERP. A proper Customer Code and Contact ID must meet the following requirements: 

  • They must currently exist in your company's ERP system. 
  • The Contact ID must be associated with the user's Customer Code.
  • The Customer Code cannot be marked as Prospect (if using P21).

Default Customer Code and Contact ID With Anonymous Shopping Module

When the Anonymous Shopping Module is enabled for a site, the site Default Customer Code and Contact ID  are used for all retail orders. Retail orders can be orders from individuals with no website account or orders from user accounts with "RetailUser" access.  These defaults will be used to:

  • Determine the pricing that the anonymous users will see.
  • Determine the Customer Code and Contact ID that will be imported on anonymous orders.

See more details on anonymous shopping, you can take a look at the Retail User Concepts article.

The site Default Contact ID must also be associated with the site Default Customer Code. If these numbers aren't associated in the ERP, the order will fail to import into your ERP system correctly.