Difference between revisions of "Administrator Account"
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| − | + | This page is for store '''''Administrators ONLY!!!''''' This is a resource for you to use to better understand ''exactly'' what you are authorized to do in the NetSuite Platform. NOTE: Some of these functions can also be preformed by ''Non-Admins'', but we have included them so you will not have to toggle back and forth to learn the entire section because parts are missing. To start, going into the Account Overview will take you right into the core of where it all begins. By clicking | |
| − | + | "Welcome <u>Your Name</u>" and click "Account Overview". This will bring you to the "My Account" page. As you learn more about how the tabs work you can use the quick links to get to where you want to go faster. | |
| − | + | ||
:[[File:ClipCapIt-160219-140808.PNG]] | :[[File:ClipCapIt-160219-140808.PNG]] | ||
==Store Accounts== | ==Store Accounts== | ||
| − | + | '''Store Accounts''' - '''List Accounts''' is where you can view all the accounts within your store | |
:[[File:ClipCapIt-160222-105204.PNG]] | :[[File:ClipCapIt-160222-105204.PNG]] | ||
| − | + | To disable a customer, got to their customer account | |
:[[File:ClipCapIt-160418-134813.PNG]] | :[[File:ClipCapIt-160418-134813.PNG]] | ||
| − | + | At the bottom of the customer profile, under "Number of approvals required to Place an Order" '''UNcheck''' Active Store Account. | |
:[[File:ClipCapIt-160418-134923.PNG]] | :[[File:ClipCapIt-160418-134923.PNG]] | ||
| − | + | By clicking on the '''customer's account number''' you can view their profile. In this first section, as an Administrator you can change the customer's password, change their name, phone number and add the '''EXACT''' name that will show up in replace of '''ALL''' the name free text fields. | |
:[[File:ClipCapIt-160222-105505.PNG]] | :[[File:ClipCapIt-160222-105505.PNG]] | ||
In the second half, the Rank/Role feature is '''COMING SOON'''. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 checkboxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Once you are finished, click UPDATE | In the second half, the Rank/Role feature is '''COMING SOON'''. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 checkboxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Once you are finished, click UPDATE | ||
:[[File:ClipCapIt-160222-110357.PNG]] | :[[File:ClipCapIt-160222-110357.PNG]] | ||
| − | + | '''Store Accounts''' - '''Create a New Account''' is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly. | |
| − | + | '''Store Accounts''' - '''How-to / FAQ''' | |
This tab will bring you straight to '''THIS web page!''' | This tab will bring you straight to '''THIS web page!''' | ||
==Allowance-Periods== | ==Allowance-Periods== | ||
| − | + | '''Allowance-Periods''' - '''List Periods''' is where you will see the current allowance period set by your department. | |
:[[File:ClipCapIt-160222-111800.PNG]] | :[[File:ClipCapIt-160222-111800.PNG]] | ||
| − | + | '''Allowance-Periods''' - '''Create New Period''' lets you start a new period when your current allowance period has ended or is nearing the end. | |
:[[File:ClipCapIt-160222-111849.PNG]] | :[[File:ClipCapIt-160222-111849.PNG]] | ||
Revision as of 14:43, 27 April 2016
This page is for store Administrators ONLY!!! This is a resource for you to use to better understand exactly what you are authorized to do in the NetSuite Platform. NOTE: Some of these functions can also be preformed by Non-Admins, but we have included them so you will not have to toggle back and forth to learn the entire section because parts are missing. To start, going into the Account Overview will take you right into the core of where it all begins. By clicking "Welcome Your Name" and click "Account Overview". This will bring you to the "My Account" page. As you learn more about how the tabs work you can use the quick links to get to where you want to go faster.
Store Accounts
Store Accounts - List Accounts is where you can view all the accounts within your store
To disable a customer, got to their customer account
At the bottom of the customer profile, under "Number of approvals required to Place an Order" UNcheck Active Store Account.
By clicking on the customer's account number you can view their profile. In this first section, as an Administrator you can change the customer's password, change their name, phone number and add the EXACT name that will show up in replace of ALL the name free text fields.
In the second half, the Rank/Role feature is COMING SOON. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 checkboxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Once you are finished, click UPDATE
Store Accounts - Create a New Account is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly.
Store Accounts - How-to / FAQ This tab will bring you straight to THIS web page!
Allowance-Periods
Allowance-Periods - List Periods is where you will see the current allowance period set by your department.
Allowance-Periods - Create New Period lets you start a new period when your current allowance period has ended or is nearing the end.
