In order for Navision to register information entered by a Web Portal user, through your Web portal, the user must be registered in your customer, vendor or Salesperson/Purchaser database and must have a Commerce Portal login ID and password.
All information about Web portal users is maintained on related contact cards.
Commerce Portal users can be created in two ways:
If a user is already registered in your database as a customer, vendor or as a sales person, you can manually create a Commerce Portal login ID and password for them in Navision. When they enter your Web portal, they must sign in with their Commerce Portal login ID, or they will not be recognized and will be regarded as new customers.
If a new consumer signs up in your Web portal, Navision automatically creates a new customer card, a contact company card and a contact person card.
To create a Commerce Portal contact, follow this procedure:
Open the Contact Card window:
Click F3 to create a new contact.
The following table describes the fields relevant to Commerce Portal. The remaining fields are described in Navision online Help for the fields.
Field |
Comments |
General tab |
|
Type |
Enter the type person. |
Company No. |
Enter contact number of the company for which the contact works. |
Commerce Portal tab |
|
Login ID |
Enter the Login ID of the contact. |
Password |
A password for the contact to use to access your Web portal is entered in this field when you click Functions, Create Password. |
Enablement Date |
The current work date is entered automatically when a password is created either by you or when a new user registers from your Web portal. |
Queue Priority |
Enter a priority level for your Web portal users. A user's Commerce Portal priority determines how quickly messages between Navision and the Web portal are handled. |
Online User Type |
If the contact entered in the Company No. field is linked to a customer or a vendor, this field will be filled in automatically. If the user is a salesperson or a purchaser, enter 'salesperson'. |
On Behalf Of |
If the contact entered in the Company No. field is linked to a customer or a vendor, this field will be filled in automatically. If the user is a salesperson or a purchaser, enter the code of the user that the contact belongs to. |
Catalog Set |
Enter the name of the catalog group that the Web portal user should have access to. |
Notification Process Code |
Enter the code that is used to notify your contact. |
Role and Permission Management
Automatic Creation of a New Contact Card