Mass Setting Management

Customer Settings

Your customer’s experience is completely based on parameters you set. For example, you may allow one customer to place credit card orders while another cannot. One may be allowed to view budget information but a different customer is denied. Managing individual parameters for hundreds of customers can be overwhelming. To help you more effectively manage your customer settings, we developed the mass setting maintenance page. This page lets you toggle the feature for the entire account or department, turning it on and off for dozens of shoppers at once. For more information, see About Mass Setting Management.

Note: You cannot select the shoppers within an account to mass change. This is an all or nothing mass change feature; any changes made affect all displayed shoppers. To make changes to individual shoppers within an account, use the Parameter Maintenance page.

Click Customer Settings and select Mass Setting Management. The Managing Customer Settings for Customers page opens.
Click the down arrow in the Customer Filter box and select the category by which to search. You can search by Account Code, Department Code, GL Location, Inventory Location, or Attention.
In the corresponding box, enter the criteria by which to search. For example, if you select Department Code in the Customer Filer box, you could enter Acct for Accounting.
Click Get Customer. All customers that meet the limits you set appear in the Customer List box. You cannot set limits for the shoppers that appear in the Customer List box. Any change made affects all the shoppers shown.
Click to the left of the account to view a list of shoppers associated with the account. Click to hide the users again.
In the User Groups section, click the down arrow in the Alt/Sub, Checkout, Marketing, Price, Feature and Communication boxes. Select the settings to use.

Note: To view details for a setting, select it from the drop down menu and click . A list of the settings appear to the right of the drop down menu.

When finished, click Save.