A Web Operator is a member of staff who is allowed to log in to a Quantum VS eBusiness website and - if authorised - view the product catalogue, view/amend prices, and place orders and convert quotes on behalf of the customer. This can be achieved by creating a Web Operator record which controls access to certain features and enables the staff member to access a designated Quantum VS eBusiness website.
2. Enter/select details for the Web Operator record, using the following as a guide:
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Field
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Definition (* = mandatory field)
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Web Operator ID *
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Enter an ID for the Web Operator (e.g. a shortened version of the user's full name).
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Environment *
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Select the Web Environment (i.e. Quantum VS eBusiness website) from the available options.
Note: Web Environments are created in Web Environment Maintenance.
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Short Name *
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Enter the Web Operator's 'Short Name'. This is the name they typically use, such as their first name or nickname.
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Title *
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Select the Web Operator's Title (Mr, Mrs etc.) from the list of available options.
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First Name *
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Enter the Web Operator's first name.
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Last Name *
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Enter the Web Operator's surname.
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Password *
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Enter a password for the Web Operator (e.g. water). This is the Operator's Login password they will enter when logging in to the Quantum VS eBusiness website.
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Password Hint
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You may optionally enter text to act as a reminder of the Password (e.g. comes from a tap).
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Action Password
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When performing certain sensitive tasks the Quantum VS eBusiness website will prompt the Web Operator to enter an Action Password.
For example, the Web Operator may be in a customer-facing situation and wish to:
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search for a customer
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change the delivery address/point
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access the Price Negotiator window
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switch from Private Mode to Public Mode
from within the Quantum VS eBusiness website.
If an Action Password has been entered in the Web Operator record they may enter it in the Quantum VS eBusiness website when prompted to do so to access that feature.
If the Web Operator is authorised to perform these tasks, enter the Action Password the Web Operator will use.
Note: Since the Action Password is entirely separate from the Password (above) a different password should be used.
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Action Password Hint
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You may optionally enter text to act as a reminder of the Action Password.
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Staff ID
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Use the drop-down menu to select the user's Staff Code.
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Email
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You may optionally enter an email address in order for the Web Operator to receive email notification of orders, quotes, price lists etc. from Quantum VS eBusiness.
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Order Branch
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Use the drop-down menu to select whether orders raised by the Web Operator from the Quantum VS eBusiness website will be raised at the Environment Branch (i.e. the Branch which processes web orders) or the Customer Home Branch.
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My Reps Only
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Check this field if you require the Web Operator to be able to access customer data only for Sales Reps they are responsible for.
Leaving this field unchecked means the Web Operator will be able to access customer data for all Sales Reps.
Note: The association between a staff member (e.g. Regional Head of Sales) and individual Sales Reps, thus controlling which customer data the staff member may access, is maintained in Staff By Rep Maintenance.
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Administrator
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Check this field if the Web Operator is designated as a Quantum VS eBusiness website administrator. Otherwise, leave this field unchecked.
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Active
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Check this field if you wish to make this Web Operator record active. You may uncheck the field to deactivate the record as necessary.
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Change Prices
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Check this field if the Web Operator is authorised to change line prices using the Price Negotiator window in the Quantum VS eBusiness website.
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Process Orders
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Check this field if the Web Operator is authorised to process (i.e. search for, retrieve and edit) orders in the Quantum VS eBusiness website. Otherwise, leave this field unchecked.
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Process Quotes
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Check this field if the Web Operator is authorised to process (i.e. search for, retrieve and edit) quotes. Otherwise, leave this field unchecked.
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Delete Quotes
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Check this field if the Web Operator is authorised to delete Quantum VS eBusiness quotes in the Quantum VS eBusiness website. Otherwise, leave this field unchecked.
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Convert Lapsed Quotes
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Check this field if the Web Operator is authorised to convert quotes which have lapsed in the Quantum VS eBusiness website. Otherwise, leave this field unchecked.
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Change Email
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Check this field if the Web Operator is authorised to override the customer email address for sending order acknowledgement or price lists. Leaving the field unchecked means the Web Operator cannot override the customer email address.
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Free Type Delivery
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Check this field if the Web Operator is authorised to enter a free type delivery address/point for a customer order. Otherwise, leave this field unchecked.
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Note: * = mandatory field
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3. When you have finished, click Save on the Toolbar - Sub Menu to save the Web Operator record.
You may set up further Web Operator records as necessary.
