WEBMINO Manual

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Online Customer Services

General settings for online services

The online sales module is one of the options you can offer to your customers. This module optionally allows the complete online sale of online orders, or simply the viewing of your online catalog.

Customer services mode

The customer services mode indicates how the module behaves. This is the most important choice before activating customer services.
- Sale by invoice with payment: this mode allows the complete sale of items with PAYPAL payment.

- Sale by invoice without payment: this mode allows the complete sale of items without PAYPAL payment. This mode is normally accompanied by the option (Charged to customer account) if this option is not activated, the customer will not be able to make his purchase.

- Sale by order with deposit: this mode allows the complete sale of items on a customer order that is paid in advance by PAYPAL.

- Sale by order without deposit: this mode allows the complete sale of items on a customer order without any payment.

- Catalog only: this mode does not allow any sales and only displays the products in the catalog.

 

The connection mode.

This selection determines how a customer can connect to his account.

3 modes are available:
- Email: The customer must enter their email address listed in their profile.
- Customer code: The customer must enter the customer code from their profile.
- Customer card number: The customer must enter the card number/Alias ??from their profile.

 

Connection authorization

Connection authorization determines which type of customer can connect and make an online purchase.
- Allow all: this option authorizes customers with a customer profile, new customers (who must complete a valid profile) and non-customers (CASH customers who do not have access to a profile or to the Charged to account mode)

- Allow customers and new customers: this option authorizes customers with a customer profile and new customers (who must complete a valid profile) valid).

- Allow existing customers only: this option allows customers with a customer record.

 

Offer the option to charge to the customer account

This option allows the sale to be charged to the account of a customer with a customer record only.

 

Disable the customer credit limit

Unlike the standard ADMINOPLUS billing system, online sales apply the credit limit rule to all customers (even those with a limit of 0.00, which the standard ADMINOPLUS system ignores. So a customer with a credit limit of 0.00, will be able to receive invoices in the standard ADMINOPLUS invoicing but will never be able to charge an online purchase to their account.

By activating this deactivation, all customers with a credit limit, regardless of the value, will be able to charge an online purchase to their account. (To be used with care).

Send a purchase confirmation by email

This option activates the automated sending of an email to the customer when making an online purchase. The invoice or order (depending on the chosen method) is attached to the email in .PDF format.

Send a confirmation to the seller by email

This option activates the automated sending of an email to the seller when making an online purchase. of an online purchase. A short message with the customer's name, invoice number, and amount is sent to the email address entered in the company information in the administrative settings.