Once the licence for Virtual Customer has been purchased, the feature will be turned on for your company which will give you access to new menu options.
Two new Supplier roles (Supplier Contract Manager and Supplier TOW Import Manager) will automatically be assigned to your System Administrator user when this feature is enabled.
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Supplier Contract Manager: |
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- Create new Virtual Customer - View Virtual Customer’s Item list - Create Contract with Virtual Customer - Upload Customer’s ‘Sell’ rates |
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Supplier TOW Import Manager: |
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- Import orders for Virtual Customer |
Your System Administrator can assign these roles to other users within your company, as required.
1. On the ConSol menu select Users.
2. From the drop down, select User Profiles.
3. Input name or username and click Submit.
4. To add or edit a User’s Roles, click Edit. The Roles already allocated to the User, if any, are ticked.
5. Click the checkbox next to the required Role/s.
6. When all the User’s Roles are defined, click the Update button.