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You can see customer open quotes, drafts, and click on them to see all belonging to that customer.
- Add drafts to customer display box
- make quotes and drafts clickable to go to order grid sorted by customer email
- add sign up to newsletter checkbox pre-ticked to create a form
Companies Companies
In ODB, companies can be managed in two main ways (or three, if you include turning the feature off). You can either:
Disable the feature if you don't want to use it.
Enable the ODB default companies where you assign or match an attribute specifically for companies. This allows you to track someone as part of a company.
To use this feature, go to the ODB settings and select an attribute that will store the company information. It's important to note that this attribute must already exist; ODB will not create it for you. Additionally, this attribute must be of the 'dropdown' type, and it is a customer attribute that can only be created through the admin panel in the enterprise version.
If you need this attribute but it hasn't been set up yet, you can ask your development team or reach out to Rixxo for assistance in creating it.
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Please note if you intend to install AW company accounts in the future this can cause compatibility issues. It is recommended to migrate the data and remove the attribute before installling. |
ODB can also be used with the Ahead works company accounts module , which will fully create a AW company and add the user to it.
Companies will come through when a customer is selected. The discounts applied to a customer group will be brought through and applied to a customer's orders. When creating a customer, you can search for existing companies or create a new one.
Currently companies can either be disabled, use a custom company through ODB to store information against customers as a company, or plugs into the Ahead works company accounts module.
New Companies
To create a new company for a new customer you can click the create company button and create a new company before creating the customer. Additionally, you can simply add the customer to an existing group.
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When a customer is selected, it ODB will use that customer for the order.
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