7.5 | QRG: Which fields have to be marked on the Account record in Salesforce for it to work properly in eCommerce?

Updated on May 06, 2021

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.

If the customer is to be able to pay by PO, under the Repair Account Terms, it must say Open Account. 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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