Help Needed with Login Account / Customer Group

[MelodyW]

Hi Everyone

I need to create a login for a customer group to enable them to see just their products (there will only be half a dozen items). I need them to be able to enter/amend invoice details and delivery address details and they will all be paying by credit card.

Once logged in I would like Actinic to take them straight to their product section rather than the main catalogue page as I just want them to see their products rather than lots of sections with no products in. I understand I have to go into each product individually to make it "invisible" to a specific group. Is there a way to make a section "invisible"?

I have searched the forum but don't seem to be any further forward and I am pulling my hair out!

Please can someone tell me the best way to go about this - I have set up an account with a login but I have to enter the account details (which I want the buyer to do when they are online). Maybe there is another way of doing this?

I am hoping there is an easy answer to this as I need to get this up and running for the weekend.

Thanks in advance.

Melody
http://www.astleys.co.uk

[TraceyG]

Hi Melody,

Sorry for the late response, but maybe the 'Preventing Retail Customers from Entering Certain Sections in your Store' section from the v7 Advanced User Guide would help you (pg 63).

[MelodyW]

Can you customise checkout details for an account?

Hello Tracey

Thank you for your reply.

I have now managed to create a login which goes straight to the buyer's section but I have a couple more questions.

When they checkout I want them to enter their ID number (only for this account not for everyone). Can I add a field to check out to enable them to enter this or will it be visible to everyone?

Also, I need them to be able to enter their own invoice address details as well as delivery address details when they check out. I don't want to have to enter an invoice address when setting up the account but I can't find a way around this.

Thanks in advance.

Mel

[TraceyG]

Hi Melody,

When they checkout I want them to enter their ID number

Is this something external to the software that you just want them to enter somewhere?

(only for this account not for everyone).

Just to clarify, is this for all accounts or just for particular ones?

I need them to be able to enter their own invoice address details as well as delivery address details

On the 'Account' tab of the account, untick the 'Only Invoice Address' box and then on the 'Buyers' tab ensure that 'Allow User to Enter or Select New Address' is selected.

[MelodyW]

Hi Tracey

This is just for one account.

When they are checking out somewhere near their delivery address I need a field where they can enter an ID number - this will only be relevant to one account.

Thanks

Mel

[TraceyG]

OK, I'm not sure this is possible but let me see if I can come up with something.

[TraceyG]

Hi Melody,

I'm afraid that it isn't possible to have a field only show for one customer account. The only thing I can think of is to at least have it only show for registered customers by using the trick from the Advanced User Guide for 'Hiding Elements from Retail Customers, but Showing Them to ALL Registered Customers'.

I thought you could use one of the 'general questions' that can be asked in checkout for the field and then call it something like 'Enter Customer ID (if applicable). Change the question text in 'Design | Text | Website (Cont) tab | General Information sub tab'. You can use either User Definable 1, 2 or 3 fields for this.

Then you would need to go to 'Advanced | Template Manager | Ordering tab | Order Phase 2' button and search for:

NETQUOTEVAR:GENERALPROMPT000 - if using user definable 1
NETQUOTEVAR:GENERALPROMPT001 - if using user definable 2
NETQUOTEVAR:GENERALPROMPT002 - if using user definable 3

You would then put the tags from the AUG around the relevant code, so for example, if using user definable 3 the code would look something like:

	<Actinic:NOTINB2B><!--</Actinic:NOTINB2B><tr>

    <td bgcolor="NETQUOTEVAR:CHECKOUTBG">NETQUOTEVAR:GENERALPROMPT002</td>
		<td bgcolor="NETQUOTEVAR:CHECKOUTBG">
      <input type="TEXT" name="GENERALUSERDEFINED" size="40" maxlength="255" value="NETQUOTEVAR:GENERALUSERDEFINED">
    </td>
	</tr><Actinic:NOTINB2B>--></Actinic:NOTINB2B>

The last thing to make sure is that you are not compacting the HTML or everything between the comments will be stripped out when the page is generated (Design | Options | Miscellaneous | untick 'Compact HTML/CGI')

[MelodyW]

Thanks Tracey

Will give this a try later.

Regards

Mel

[MelodyW]

Problem displaying user definable field in checkout

Hi Tracey

Thanks for your help but I'm still having problems.

Have added another field which only shows to registered customers but it doesn't display properly on the checkout page - I have attached a copy of the screenshot for you to see.

However, the field does work and shows correctly on all the reports.

I am sure I am doing something really silly but it is very frustrating!

Please see code below that I am using:

NETQUOTEDEL:GENERALPROMPT002

<Actinic:NOTINB2B><!--</Actinic:NOTINB2B>

<tr>
<td bgcolor="NETQUOTEVAR:CHECKOUTBG">NETQUOTEVAR:GENERALPROMPT002</td>
<td bgcolor="NETQUOTEVAR:CHECKOUTBG">
<input type="TEXT" name="GENERALUSERDEFINED" size="40" maxlength="255" value="NETQUOTEVAR:GENERALUSERDEFINED">
</td>
</tr>

<Actinic:NOTINB2B>--></Actinic:NOTINB2B>

NETQUOTEDEL:GENERALPROMPT002

I'm hoping you will know what the problem is.

Thanks

Mel

[TraceyG]

Hi Melody,

I'm sure this worked for me the other day. It doesn't seem to be now. I'm trying to find out the problem and will post as soon as I have an answer.

[MelodyW]

Hi Tracey

Have you had any joy with this?

I need to get this up and running tonight for a customer. If not, I will have to make it available to everyone.

Thanks

Mel

[TraceyG]

Hi Mel,

Sorry for the delay, but I've got a way for you to only have it show for the one customer account now.

- set up a price schedule in the 'Customer Pricing' tab of 'Discounts & Surcharge Settings'
- enter this in the 'customer pricing' field of the customer account
- then amend the code in 'ActOrder02.html' to:

	NETQUOTEDEL:GENERALPROMPT002

<Actinic:SHOWFORPRICESCHEDULE Schedules="2" HTML="<tr>
    <td bgcolor="NETQUOTEVAR:CHECKOUTBG">
        NETQUOTEVAR:GENERALPROMPT002 </td>
                <td bgcolor="NETQUOTEVAR:CHECKOUTBG">
      <input type="TEXT" name="GENERALUSERDEFINED" 
size="40" maxlength="255" 
value="NETQUOTEVAR:GENERALUSERDEFINED">
    </td>
        </tr> "/>

	NETQUOTEDEL:GENERALPROMPT002

- Schedules="2" - this should be replaced by the ID for the price schedule that you've set up for this account. You can find this by opening the 'ActinicCatalog.mdb' file in MS Access and looking in the 'Price Schedules' table | nID field.

[MelodyW]

Problem displaying user defined field in checkout to a certain account

Hi Tracey

Thanks for your help. I have tried this but am still having problems.

The field shows for both registered and unregistered customers and the display has gone out of line. I have attached a screen shot for you to see.

I have typed the code you gave me, retyped it and cut and pasted it from the code you supplied but nothing seems to make any difference.

This is so frustrating as it should work!

Regards

Mel

[TraceyG]

Hi Mel,

Did you check the Schedule ID number in the database? Can you post the code that you have for your Act_Order02.html template please.

[MelodyW]

Hi Tracey

Yes, I checked the price schedule number in the database which is 4 and I entered the code as you said.

NETQUOTEDEL:GENERALPROMPT002

<Actinic:SHOWFORPRICESCHEDULE Schedules="4" HTML="<tr>
<td bgcolor="NETQUOTEVAR:CHECKOUTBG">
NETQUOTEVAR:GENERALPROMPT002 </td>
<td bgcolor="NETQUOTEVAR:CHECKOUTBG">
<input type="TEXT" name="GENERALUSERDEFINED"
size="40" maxlength="255"
value="NETQUOTEVAR:GENERALUSERDEFINED">
</td>
</tr> "/>

NETQUOTEDEL:GENERALPROMPT002

Do you want me send the complete ActOrder02 template?

When this is eventually up and running will it be possible to make the user defined field compulsory for this account?

Regards

Mel