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Customers
Searching for Customers
After Customer data has been imported you can view Customer information from the Customers tab.
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- Customer Field begins with
- Customer Field starts with
- Customer Field contains
- Customer Field is equal to
- Select a field and condition to search, enter a search term and click Go
- Click Clear to clear the search results and show all customers in the database
Viewing and Editing Customers
You can use View/Edit to view the information for a customer in CatalogueLINK Upload.
- Select the customer you wish to view
- Click the View/Edit button to view the customers’ information
Upload Financials
When the Upload Financials function is enabled for a customer, any special pricing and invoices for that customer are imported from the accounting system and uploaded to the website
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Note: In order for the special price to appear for a customer on the website the Buyer Reference field data in CatalogueLINK Upload must match the Seller Reference field in Organisations and Buyers in the Control Panel |
Admin Email
This email address that is set against the customer in the accounting system.
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The updated email address should then come through to the ‘Admin Email’ field.
Ignoring Customers
It is possible to ignore customers using CatalogueLINK Upload, but it is not recommended.
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Note: If a customer is ignored from the accounting system it will be removed from CatalogueLINK Upload and cannot be restored. |
The Action Field
The data contained in the Action field determines how data will interact with the website during the upload process.
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- New: Items or Customers with the Action of New have been imported from accounting system, but have never been uploaded to the website catalogue
- When performing an upload all items with an Action of New will be uploaded, upon completion of the upload their action should change to None
- Modifying: Items or Customers with the Action of Modifying have been modified within CatalogueLINK Upload
- Modifications to item data can only occur either through direct editing or via an import from the accounting system
- If any items appear with the Modifying Action field, the current website catalogue version requires updating
- When performing an upload all items with an Action of Modifying will be uploaded, upon completion of the upload their Action should change to None
- Ignored: Items or Customers with the Action ‘Ignored’ will not be uploaded to the website catalogue.
- None: Items or Customers with the Action ‘None’ are not new to the catalogue or have been modified since the last import.
- If an item with an Action of None is modified, the Action will be changed to Modifying
Settings
Invoice Settings
If invoicing is included with your CatalogueLINK accounting system integration then you will need to configure the invoicing settings for it to be enabled.
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Note: Invoice import is not available for all accounting systems and Invoice data will only be imported if a customer has the Upload Financials option set. |
Customer Settings
All future customers require special pricing and invoice data to be uploaded.
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- Click the Setup menu and select Customer Settings
- Check the field for Upload Financials
- Click Save
- Click Close
Order Settings
A SAP and MYOB AccountRight onlysetting.
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