Configuring Customers for Ordering

Note

Some configuration steps are only required if you are using account management.

If you are using IVR, mobile or web ordering, you must configure customer details to allow them to place orders. These are the basic steps to follow.

If you have not yet created a party record for the customer see the Parties Module for more details

To configure ordering for a customer:

Customers will typically log in using their unique User Number.

  • To log in to IVR, the customer will use a four digit PIN. PINs are automatically created for a new party. The default PIN is 9999 but you can reset the PIN.
  • To log in to web water ordering you must add the customer to the External web applications authentication group, and create a password. Or, if you are not using account management, you can use a PIN as for IVR.

Note

New passwords and PINs generated by the system are one-use only. The customer is prompted to change the PIN or password as soon as they log in.

Configuring user credentials for web ordering with a password

  1. On the Parties > Accounts tab, click Edit, to change the account settings.
  2. In the Authentication Groups panel, click Add and select the External web applications group.
  3. Click Save to save your changes.
  4. The New Password screen will pop up. Select the I confirm that party identity is verified checkbox to confirm that you have checked the customer's credentials.
  5. If the customer has an email address or a mobile phone, click Send to automatically send the new password by email or SMS, otherwise click Generate to display the password on the screen. You can then contact the customer and tell them the password.

Giving the customer authority to lodge orders for an outlet

Customers must have the OPERATOR role before they can place orders for an outlet.

  1. Click Properties to open the Properties module.

    Note

    You can set the outlet operator in other ways, such as via the Outlets module. However, you cannot configure an operator for an outlet that is not associated with a property.

  2. Select the property whose outlets you want to manage (use the Find tool to search for properties).
  3. Open the Outlets tab to view a list of the outlets connected to this property.
  4. Select an outlet and click Modify.
  5. Click Add beside the Outlet Operator panel to add an operator for the outlet. The Insert window suggests any likely options, such as the property owner, or you can use the Find tool to search for a party.
  6. Click Save to save your changes.

 

Configuring contact details for the customer

  1. Check the customer's party record to ensure that contact details are available so that the customer can receive order confirmation requests and order related alerts and notifications.
  2. (Optional) Use the Comm Types Module to register the customer to receive notifications and alerts related to ordering. See Registering Parties with Comm Types for more details.