Online Settings¶
Allow Online Authentication
‘Allow Online Authentication’ must be switched on.
This will then allow you to assign a username and password to the customer.
This will be used by the customer when logging onto the online system.
Upload Orders to Online System
‘Upload Orders to Online System’ should be switched on if you want customers to see non online entered orders as well.
Auto Map EDI Records
‘Auto Map EDI Records’ is only required for third-party customers that are running external systems.
Allow Online Payment
‘Allow Online Payment’ is used if Sage Pay has been implemented.
Allow Online Payment
Sage Pay
We have made a number of changes to Sage Pay, both in the Blindata App and in Blindata Online.
There is now a flag on the customer record to allow a Sage Pay to be made online.
It is called ‘Allow Online Payment’ and is in the ‘Online Settings’ tab.
Previously Blindata Online did nothing with the Sage Pay output.
We need to record this against the online order. The following can happen.
Accepted – submit order automatically.
Incorrect data – return to order list
Refused – return to order list
Proforma customers are unable to submit orders online.
Instead, providing they have ‘Allow Online Payment’ set to true, they will have to click ‘Sage Pay’ first.
When the Sage payment is made successfully, the order is submitted automatically.
Orders that are paid online import into Blindata with status of ‘paid’ proforma.
There is also a flag on the order to say payment was made online.
There is a history record on the order for an online payment.
An email is also sent to credit control when a Sage Pay order is imported via EDI.
We now hold a field for the credit control email in Administration > Parameters > Internal Email Addresses.
In the address in Sage Pay, nothing goes into the State field, as this only relates to the USA.
Allow Online Despatch Method Edit
There is now a flag in the Sales Files > Customers record that allows the customer to change their Despatch Method on an online order.
It is called ‘Allow Online Despatch Method Edit’.
Hide Online Prices
There is now an option to hide prices in online order entry.
There is a new field in the customer record in the ‘Online Settings’ tab called ‘Hide Online Prices’.
If this is set to true, then in the online order forms for this customer, all pricing is hidden.
Don't Copy Data from Prev. Detail Online
Allow Online Specific Fabric Size
Allow Component Entry
There is a new flag in the customer record in the Online tab called ‘Allow Component Entry’ which defaults to false.
If it is set to true, then the ‘Component’ button will be enabled on the online site.
Disable Delivery Address Editing
There is a new flag in the customer record called ‘Disable Delivery Address Editing’ which defaults to true.
If this is set to true, then when an online order is entered for that customer, they will not be able to edit the delivery address.
‘Disable Delivery Address Editing’ can now be imported in ‘Customer Update’.
Pay Now Online
There is a new flag in the customer record called ‘Pay Now Online’ which defaults to false.
If it is set to true, then for online orders, the customer has to pay online first ie exactly the same rule as for proforma online customers.
There is now an option to update the ‘Pay Now Online’ flag in the customer record.
Do Not Display Link Option Changes
There is a new flag in the customer record called 'Do not display option link changes' in the 'Online Settings' tab of the customer record.
This defaults to false but if true and 'Display Link Option Changes' in Parameters is true, then the message does not appear in online ordering.
Allow Proforma Submit
For proforma customers we have had a request that they are able to submit a quotation to the desktop system instead of using Sage Pay and converting to an order.
At the moment the only way a proforma customer can process an order online is to pay for it first.
This means they have to use Sage Pay and a credit card which costs the customer extra (as a % fee on the credit card).
It is now possible to submit a quotation online which is then imported via EDI as a proforma quotation and then processed internally as a proforma.
To do this there is a new flag held against the customer record called ‘Allow Proforma Submit’ in Sales Files > Customers > Online, which defaults to false.
This flag is only visible if ‘Is Proforma’ = true in the customer record.
If the new flag is set to true, it is possible to submit the online order as a quotation.