Customer Self Service allows for order comments to be entered by B2B users on checkout. These comments are then written to a pre-determined field on the ERP order on integration.
Step-by-step guide
To set up Order Comments:
- Login as an Administrator.
- Navigate to 'Customers - Role Management'.
- Select the appropriate B2B role via radio button. The page will re-load to display role details.
- Click the 'Functions' tab.
- Click 'Modify'.
- Locate the setting labelled 'Enter Order Comments (applies to B2B only)'
- To enable order comments, ensure the box is ticked.
- To disable order comments, ensure the box is unticked.
- Click 'OK' to save changes.
- Locate other B2B roles to be updated via the 'Search' tab or use the '<Prev Next>' links at the top of the 'Functions' tab.
- Repeat steps 5-7 as needed.
Intended Audience: System Administrators
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