Managing fulfilment customers
For every customer you provide fulfilment for, you create a fulfilment customer in Picqer. This article covers the information and settings you fill in, including creating login details for the fulfilment portal.
On this page
Create a fulfilment customer
Go to Fulfilment customers and click 'New fulfilment customer'. Enter at least a name. If you give the customer access to the portal, a username and password are required too. Optionally add an email address: your customer receives notifications here, for example when they're @mentioned in a comment.
Access to portal
Set 'Access to portal' to 'Yes' to give your customer their own login for the fulfilment portal. Your customer can log in immediately with the username and password you entered. They can change their own password afterwards in the fulfilment portal.
Every fulfilment customer has a single login. Separate accounts per employee aren't available: when several people at your customer's company work in the portal, they share the same login details and have the same rights.
Preferences
Under 'Preferences', you set:
- Preferred warehouse: the warehouse selected by default for this customer's purchase orders, receipts, and returns. If the person processing a return has selected a warehouse for themselves, that one is used instead. For stores, you change the warehouse in the store settings.
- Default template: the template used by default for this customer.
- Allowed shipping profiles: the shipping profiles that can be used for this customer. If you don't select any, all profiles are allowed. If a rule selects a shipping profile for this customer, tick that profile here as well.
Portal settings
Under 'Portal', you determine what rights your customer has in the fulfilment portal.
- Manage products: gives your customer access to add and edit their own products in the portal.
- Create picklists: lets your customer manually create a picklist for the part of an order that's already in stock, to send a partial delivery without waiting for the rest to become available.
- Notifications: shows which notifications your customer receives. Your customer can change their preferences themselves in the fulfilment portal.
View a fulfilment customer
Click a customer in the fulfilment customers overview to view their details: the settings you've configured, the number of linked products, orders, and rules, and the stores connected to this customer. Click 'Show report' to view the fulfilment customer report for this customer.
Deactivate a fulfilment customer
Ending your services for a customer? Click 'Deactivate' on the fulfilment customer's page. Picqer then deactivates the associated data.
