Manually Enter Account Codes |
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Manually Enter Account Codes |
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Manually Enter Account Codes |
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Manually Enter Account Codes |
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Users can enter an account code into a blank field when they place an order. An example of the window that the user will view is shown below. If you use this feature you can also select to check the entries by validating the account codes.
If the option "Users enter an account code in a text box" is selected without validate, any information entered in the text box is passed through to the PrintStation. However, even if a correct code is entered the account name and description is not shown as the code has not been checked against an internal or external account code list which includes those details. It is therefore advised that if you use a list of account codes that you select the option to validate the account code entered to ensure that all the correct information is available.
Example showing the page presented when the option to manually enter an account code is selected.
The option to enter a mask for the account number when users manually enter the account code, name or description is only available when the accounts page is shown separately. You cannot validate the entry if you want to apply a mask and the portal configuration Checkout Mode should not be set to 'Combine Address Delivery and Accounts'.
To enable an account code field:
| 1. | Log in with Administrator rights and go to Admin. |
| 2. | In the Orders section click Accounts and Pricing. |
| 3. | Choose the options for manually entering account codes. |
| 1. | Select the payment provider Account. |
| 2. | Select the option Show Account page. |
| 3. | Enter the user prompt. This is the wording that used to tell the user what details to enter in the blank field. |
| 4. | Select Users enter an account code in a text box. |
| 5. | (Optional) Enter an account mask. You can use any of the following mask characters: # Number L Uppercase character l Lowercase character a Uppercase or lowercase character If you use any other characters in the mask they will be included as a literal value. If you require the characters L or l to be included as a literal value preceded the character with \. |
| 6. | (Optional) If the Account Name or Account Description fields have the Hidden check box selected the fields will not be available to the user. In the example shown above only the account code field will be shown to the user. |
| 7. | Remove tick in the Hidden fields if you want the fields shown to the end user. |
| 8. | Click Save. The Accounts and Pricing page will close. |