Under Account Information:
Parts Account checkbox must be checked.
Billing Account checkbox must be checked.
eCommerce Type must say eCommerce.
Under Quoting Information:
Under Quoting information, there should be numbers in the eCommerce Customer Group. This relates to the customer's price list in the online store.
Under Account Status:
Under Repair Account Status, it must say Active.
Applicable to FMS Sites and possibly other IPS Customers.
If the customer is to be able to pay by PO, under the Repair Account Terms, it must say Open Account.
Applicable to many of our customers as well.
If it says Pre-Pay, the customer must pay by Credit Card or Pay Pal.
If this is a customer we will do business with on a regular basis, their ASTEA Customer number should be entered in the ASTEA Key (Direct Billing) field.
If it is an online order for Face Masks, or something that most-likely will not be an ongoing relationship, you will enter the eCommerce Order number (109337 followed by the persons last name as the set code) in this field.
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