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xTuple Admin Guide |
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xTuple Admin Guide |
| 6. Default Customer Settings | ||
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 | Chapter 6. Preparing the ERP for xTupleCommerce |  |
To streamline the process of on-boarding customers when they attempt to make purchases on your portal, you will need to setup the default customer settings. The default customer settings in the ERP are used to populate new customer records―whether those records are created within the ERP or as the result of an xTupleCommerce portal registration.
In addition to the default customer settings described in this section, be sure to also populate the states and/or provinces for your target customer countries. xTuple does not supply this information by default for all countries.
xTuple ERP includes a module configuration where you define default values for newly-created customers. To reach this configuration screen, go to . These default settings are used whenever a new customer is created, whether within the xTuple ERP desktop client or when a new person registers on an xTupleCommerce portal.
When reviewing your default customer settings, be sure to enter values for the following items, as they are required by the xTupleCommerce system to effectively process online orders:
Identify which shipping services (Ship Vias) you would like to use: FedEx and/or UPS. In addition, you may want to allow specialty shipping options such as "customer pick-up."
At this time, xTupleCommerce requires that you select one site where your products will ship from.
Select to allow online customers to enter free form billing address information. If not selected, the address from the customer's contact record will be used as the default billing address—and the user will not be able to alter it. For this reason, we suggest checking this box to enable this feature.
If you do not wish to allow free form billing but you do want to include text explaining to the user why they cannot update their billing information, you can manage that on the web portal at . There are fields for both no free form shipping and billing disclaimers.
To learn more about the default settings used whenever customer records are created, see the "Customer Defaults" section of the xTuple ERP Reference Guide.
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| 5. Creating Ship Vias for xTupleCommerce |  | 7. Creating the Guest Customer |