Manage Orders Setting Up a Customer


Manage Order Setup

We want to get customers set-up so they can log into our nw.manageorders.com.
How to setup customers
  • Customer Tab
  • Web & Email Tab
  • Give this Customer Manage Orders Access
    1. Email: email used on the last order placed
    2. PW: 1234   (all customers receive the same password)
It takes roughly one hour for the password to update to the web.
You can test the customer’s password at nw.manageorders.com
Send the customer a stock email with User Name and Password
  • In customer tab, go to the Activity Tab
  • Add an Activity
  • Activity Type: Drop down Menu: select Email
  • Select Stock Email: ManOrders
  • Select Send-Email  (just like you do with order approvals.)
  • Record in Salesforce (Linkpoint). When you send make sure you use the Linkpoint and the customer is in Salesforce.com.