How do I set up a Club Catalyst Customer?

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Summary

If you are going to be taking orders electronically using Club Catalyst you will need to supply any customers who wish to place orders this way with your own Club Catalyst ID (CCI), and enter their Club Catalyst IDs in " Customer Properties", to enable your system to match incoming orders with customers.

Details

  • Navigate to " Sales Ledger Customer File Maintenance Add or Edit Customers" and locate the customer who wants to order with you through Club Catalyst.
  • Once in their " Customer Properties", on the [Web] tab, locate the "Club Catalyst" field and here enter their 'Club Catalyst ID'.
  • Click [Done] and [Accept].

See also

PO94

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Keywords AND Misspellings
Purchase Ordering, Electronic Ordering, EDI, Club Catalyst, CCI