Account management
Feature list
Here's our standard features which help you manage who can use your WebShop (customer account management) and who can manage it (merchant account management).
Customer account management
Key points on integration
When your ERP is SAP Business One, your customer’s email address is matched against data retrieved from the Contact Persons field in the Business Partner Data table.
When your ERP is Intact iQ, the iQ2 web service is used to retrieve data from your customer’s CRM Contacts. Additional work is required to fully configure this web service.
We currently do not support creating a WebShop Instant Account in Sage 200.
Allow customers to manually create a web account on your WebShop
Allow customers to manage their own accounts with secure login and reset password functionally
Create and manage customer groups
Create customer-specific product lists
Key points on integration
When your ERP is SAP Business One, your customer’s email address is matched against data retrieved from the Contact Persons field in the Business Partner Data table.
When your ERP is Intact iQ, the iQ2 web service is used to retrieve data from your customer’s CRM Contacts. Additional work is required to fully configure this web service.
We currently do not support the gated login feature in Sage 200.
Merchant account management
Allow access to and manage Management Interface administrators
Configure administrator permissions
Configure email confirmations (Order to / Order from)
Assign order documents to the correct location (head office or branch), when the Approving Orders feature is enabled
On behalf of customers, administrators can create, edit and delete customer accounts in Management Interface
On behalf of customers, administrators can update customer passwords