Support Solutions Support Solutions Product Manuals
Horizon Manuals » Horizon Web » Setup Web User for Evolution Webstores

Topics

  • User Setup 5
    • Set up Basic Web Access for customers to allow online ordering
    • Setting up Order Authorisation on Horizon Web
    • Running Reports on Horizon Web
    • Limit a Contact to Ordering from One Department
    • Setup Web User for Evolution Webstores
  • General 3
    • Enter in Meter Reading on Horizon Web
    • Creating Paypal API for Horizon Web
    • Being Notifed of Web Orders
  • Pricing, Offers & Catalogues 7
    • Creating Web Offers
    • Prevent a Contract becoming an Order Pad on Horizon Web
    • Adding items to WEB offer catalogue
    • Creating a Web Order Pad from a Contract
    • Hiding Catalogue on Horizon web site
    • Distributing & Prevent Users from seeing Web Offers
    • Hide Item on Horizon Web
  • Horizon Web Admin Screen 3
    • Accessing the Horizon Web Admin Screen
    • Horizon Web Admin Screen: Screen 1. Global Options
    • Horizon Web Admin Screen: Screen 2 Customisation

Last Updated

Jul 06, 2011

Download Lesson PDF

Download Manual PDF

Other Resources

  • Horizon Manual
  • Getting Started with Horizon
  • Horizon Web

Comments

0 comments for this lesson

  • Prev: Limit a Contact to Ordering from One Department
  • Next: Enter in Meter Reading on Horizon Web

Setup Web User for Evolution Webstores

This Lesson will show you how to set up Web Access for the customers to allow them to place online orders

Selecting contacts

Media_1267614659702_display

In the trader card of the customer click on the contacts button

Selecting contacts (2)

Media_1267615574324_display

In contacts screen highlight the contact you want to have online ordering access

Media_1267615845136_display

Step 1: Click on Web tab
Step 2: Add in Password for customer to allow them to log in
Step 3: Click on Allow Web Access box

The username is left blank as the username is the same as their email address

Media_1267617776479_display

Once those details are added in click on the confirm button.

Media_1309950499432_display Zoom

The contact must then be set as the sales contact so that it can be exported to evolution.

If there is more than one contact then the contact must be changed after each export

  • Prev: Limit a Contact to Ordering from One Department
  • Next: Enter in Meter Reading on Horizon Web

Comments (0)

Add your comment

E-Mail me when someone replies to this comment