Security Tab

This tab controls the general display and security settings for the group.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Group Name

Enter a name for the security group, up to 30 alphanumeric characters.

Set as Default Group

Select this option for the group if you want it to default to new web users when they are set up on the AR Customer Maintenance form. All anonymous users, if they are allowed, are assigned to this group when they browse your Webstore site, so the settings on this group should reflect that.

Only one group can be specified as the default group. You can change the group.

Viewing options

Account details

Select this option to enable users access to the customer's outstanding balance and transactions. Details of invoices and credit notes can be displayed.

Bulk order entry

Select this option to enable users to enter bulk orders using your Webstore site, using the template specified on the Templates tab.

Delivery details, Contact details, Order tracking

Select these options based on what to enable the user to view and edit if needed.

Note: Account, delivery and contract details, and order tracking pages do not display for anonymous users

No. of days

If order tracking is selected, you can enter a number of days between 0 and 9999 to represent the number of days you want orders to be displayed for.

Default Viewable Inserts

Retail price (RRP)

Select this option to enable web users assigned to this security group to see the retail price of each item. The prices that display are obtained from the retail price book specified on the Webstore Module Control form. Displaying this price and any customer specific discount (or special) price enables users to compare the two.

Discounted price

Select this option to assign web users to this security group to see their discounted price for each item. The discounted price is obtained from the selling price hierarchy used in the Sales Order and Accounts Receivable modules.

Place an order

Select this option to enable web users assigned to this security group to place an order using the Webstore site.

See inventory levels

This option is used with the Bound Warehouse option. Select the option to enable web users assigned to this security group to see quantities available of each inventory item displayed in your catalogue, shopping cart and checkout pages.

Note: You can change these options at a tree (catalogue) branch level using the Inventory Trees table.

Miscellaneous

Minimum order lines

Enter the minimum number of order lines (1 - 9999) the user must enter before an order is considered valid and accepted (this excludes the delivery cost line). The user can't submit an order unless the order has at least this number of lines.

Bound Warehouse

If you are using warehousing, specify a warehouse that determines inventory availability. For example, if warehouse 01 is selected, Greentree Desktop only checks warehouse 01 when it is determining if there is sufficient inventory to satisfy the order.

If there is insufficient inventory in warehouse 01, the remaining balance is put on backorder against that warehouse. Select See qty from all warehouses to check inventory in all warehouse locations when determining availability.

Only use primary locations

If See qty from all warehouses is selected as the Bound Warehouse and primary locations are in use, you can select this option to limit the inventory availability check to only the primary location within each warehouse. The item assumes a backorder status if inventory cannot be found in a primary location.

If the option is not selected, Greentree Desktop also checks the primary location first for availability of inventory. If there is insufficient inventory in the primary location, it checks the next location, then the next, and so on, until it finds sufficient inventory to satisfy the order.

Note: All items purchased using Webstore must have a primary location specified on the Inventory Item Maintenance form.

Allow editing of contact details

This field is enabled if the viewing option Contact details is selected.

Select the option to enable web users assigned to this security group to edit contact details.

User email template

Select the template to use for sending an order confirmation to users assigned to this security group.

For more detailed information about how to set up and use templates, download the Webstore 3 Installation Guide from the Greentree Load-n-Go DVD and read these topics:

Webstore Installation Guide/Setting up Greentree Desktop for Webstore/Setting up System Preferences/Template reloads.
Webstore Designers Guide/Template Reference

Email address

Enter an internal email address for the person you would like to receive email notification of orders placed by users assigned to this security group. The emails contains order details, and must be formatted based on the template that is selected. If no address is specified at a security level, the email address specified on the Webstore Module Control form is used.