We can perform once off customer account creations
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Please extract the customers from your accounting system and add the data to the buyer file format. Once complete please return the buyer file to me for review.
Legend for the Buyer file:
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| Field | Summary | Example |
|---|---|---|
| BuyerName | The customer's company name. | Building Co |
| Address1 | The first part of the customer's address | 123 Main Street |
| Address2 | An optional second line for a customer's address | Corner 1 and 2 Streets |
| City | The city or suburb | Melbourne |
| State | The state | VIC |
| PostCode | The post code | 3000 |
| Country | The country | AU |
| Fax | If a customer has a fax number | 12348888 |
| AdminName | The full name of the customer. | John Smith |
| AdminEmail | The email address of the customer. Should match BuyerUserName if using email addresses as usernames | |
| AdminPhone | The phone number of the customer | 0499123999 |
| ABN | Australian Business Number | 123456789 |
| BuyerUserName | The usename of the customer. Should match AdminEmail if using email addresses as usernames | |
| BuyerPassword | A generic password can be entered here as customers will be sent a link to set their own | Password99 |
| BuyerType | 2 for an Administrator (full access to all logged in funcitons) or 1 for a Standard User (more locked down access) | 2 |
| ApprovalStatus | 1 should be set here, 0 will mean Buyers aren't approved and will not be able to login. | 1 |
| DefaultTerm | The default payment term for a Buyer. Only one can be set here. | Credit Card |
| RestrictView | N/A | |
| RestrictViewBy | N/A | |
| DefaultStore | N/A | |
| SellerReference | Must match the customer's reference in the accounting system. | BUILDINGCO |
| StartPage | N/A |
Payment Terms File
| Field | Summary | Example |
|---|---|---|
| BuyerReference | 123 | |
| PaymentTerm | Credit Card |
Delivery Address File
| Field | Summary | Example |
|---|---|---|
| Seller Reference | ||
| Address Name | ||
| Address 1 | ||
| Address 2 | ||
Suburb | ||
| State | ||
| PostCode | ||
| Country | ||
| Special Instructions |
Account Manager Assignment
| Field | Summary | Example |
|---|---|---|
| BuyerReference | 123 | |
| AccountManagerUserName | Credit Card |