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b) For customers that should be able to view/pay invoices and receive buyer specific pricing, do they have you set a date to import Invoices from and do customers have Upload Financials set to Yes In CatalogueLINK Upload?
- CatalogueLINK Upload > CustomersSetup > Invoice Settings
- CatalogueLINK Upload > Setup > Invoice SettingsCustomers
c) Do you know how automation of CatalogueLINK Upload operates and is it configured to suit your business operations?
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d) Do you know where you can change the email addresses for Orders Received and Contact Us forms and Orders Confirmations?
- Control Panel > Company Information
- Ecommerce > Ecommerce Settings > Order Email Settings
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e) Do you know how to create Buyer Accounts for accounting system customers?
- Control Panel > Manage Organisations
- Control Panel > Manage Buyers
f) Have you created your own Buyer Account and Buyer User that can be used to troubleshoot a customer's product or pricing issue on the website?
- Control Panel > Manage Organisations
- Control Panel > Manage Buyers
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- CatalogueLINK Download > Setup > Automation Settings
- Windows Scheduled Task > CatalogueLINK Upload Download Automation
Useful Knowledge Base Articles for this section can be found here:
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