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