|
Quantum VS Help: File Maintenance |
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.
Note: For further details see Quantum VS eBusiness Integration.
A typical Web Operator will be a member of the sales team working out in the field. Alongside the customer they will log in to the Quantum VS eBusiness website and review products and prices. Potentially they may amend prices as an incentive to get the customer to make a purchase. They can also place orders and quotes on behalf of the customer as required. The Web Operator's ability to perform these tasks within the Quantum VS eBusiness website is controlled by the various fields and flags in the Web Operator record.
Note: Which customer data the Web Operator can access in your Quantum VS eBusiness website is based on which Sales Reps they are responsible for. It may be desirable for certain staff members (e.g. Regional Head of Sales) to be allowed to view data for customers/Sales Reps in their sales region, but not other regions. 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.
This section covers:
Note: Saved Web Operator records will display in the Finder. See Finding Web Operator Records.