How do I apply multiple customer codes to a user?

 

Multiple customer codes may be assigned to a single web user to allow them to access multiple ERP customer accounts without the need to create a new web user for each customer account for which they need access.

This is helpful for users who have more than one customer account in your ERP system (like separate branches of a business, for example). This feature also frequently comes into play with Admin and SuperAdmin accounts, like CSRs. With multiple customer codes enabled, a user can view pricing, invoices, orders, statements, and Ship To information for multiple customer codes, without having to log out and sign in as a different user.

Note that the user's Default Customer Code doesn't need to be entered on this screen (since it's the primary code assigned to the user), nor will that Default Customer Code be altered or removed by any action you take on this screen.

You must be a SuperAdmin or an Admin with the Users Area role to assign multiple customer codes to a user.

The Admin Interface

Visit a user's info page and click the "Multiple Cust Codes" tab.

  1. Check "Enable Mult. Customer Codes".
  2. Click "Add a customer code".
  3. Fill in the row that pops up. "Customer Code" should be the literal ERP Customer Code, and "Description" should contain a description of the customer. You'll see the description from My Account, so it's best to include both the Customer Code and the customer name, so you can clearly see who you're dealing with.

When you're finished with each row, click "Add" on the right. When you're totally done on this tab, click "Save" at the bottom.

NOTE: If your site requires Contact IDs, the user's Contact ID must be associated in your ERP system with *all* of the user's assigned Customer Codes.

Adding Customer Codes in bulk

To add the multiple codes, go to Admin2=Users, click on the Multiple Customer Codes tab. Click on the "Add multiple" button.  

A window will populate. You have 2 options for entering the codes and descriptions. You can manually enter the information, or you can copy and paste the information for an excel file. Once the codes are entered in, select "Add Cust Codes". The list will populate, click save, and that will save the codes and the codes will then be available for selection.

Make sure to save your changes at the bottom of the page with the "Save" button when you are finished.

When multiple customer codes are enabled, a new box labeled "Choose Account" will display at the top of the My Account page. Select the account you wish to use from the drop-down list. Your username remains the same, so user related features like Favorites and Recent Web Orders do not change. However, since you're working with a new Customer Code, you'll see the Orders, Invoices, pricing, Ship To addresses, and Current Statement belonging to the newly selected Customer Code.

Switching Customer Codes - From My Account