1) Create the customer in DDMSPLUS
A) Click on the Customer icon in the ECI DDMSPLUS Package B window
B) In the Customer window, click on the Create a New Customer tab
C) Fill out Acct #, Name, Address, City, State/Prov & Phone fields – click Save icon
The new customer account number and name are now displayed at top of window
When on a customer account window, departments can then be added
D) Add a department to the customer account
Fill in the Dept and Dept Name fields and click the Save icon
E) Add additional departments by repeating step D above
To return to the master account, retype the account number and press Enter
View the first department by clicking on the right arrow
Toggle between departments with the left and right arrows
F) Close the DDMSPLUS customer window by clicking the far-right icon
The DDMSPLUS side is done, and no action is required in ECinteractive
NEW Account -- STEP 2: New accounts MUST be added manually to EvoX
One-time global setting adjustment:
Store Settings < General < Store Preferences < Products:
In the Live Pricing section, toggle on Enable Live pricing for all accounts
A) Open up EvoX admin and click on Customers < Accounts from the right menu
B) Click on + New Account from the tabs near the top of the page
C) Type something in Company Name field – it will change so a period (.) is good
D) In Account Number field, add the same account number as above – click Save
E) Go back into Accounts - the company name should change and departments should be included (this could take a few minutes, but is usually instant)
***The Seller Reference column displays the department number***
And that is all for syncing a new account!
Syncing Account Edits from DDMSPLUS to EvoX
Any account/department edits made in DDMSPLUS will be updated on the overnight sync with EvoX. The steps below are for when edits need to be updated within EvoX sooner.
A) After making edits in DDMSPLUS, open EvoX admin and click on Customers < Accounts from the right menu
B) Find the account that was edited and click on the Company name
Be sure to click on the main account, where the Seller Reference is Empty
C) Click on the orange Edit button
D) Click Save in the top-right of the page to force a manual sync
And that is all – nice and simple!