Administration

This chapter describes the use of administrative functions to manage information related to users of QAD CSS.

Introduction
Explains how to use the Administration Menu.

Managing Users and Customers
Explains how to use Address Maintenance, Contract Maintenance, Contact Cross-Reference Maintenance, Customer Maintenance, Security Group Maintenance, User Registration, User Maintenance, User Master Maintenance, and B2C Maintenance.

Managing the Web Order-Entry Design
Explains how to use Carrier Href Maintenance, Icon Maintenance, Item Layout Maintenance, Item Types Maintenance, Menu Button Maintenance, Menu Maintenance, Special Maintenance, Replacement Item Maintenance, Up-Sell Item Maintenance, Cross-Sell Item Maintenance, and Credit Card Vendor Maintenance.

Managing Orders
Explains how to use Order Processing and Process Order.

Managing Administrative Tasks
Explains how to use Saved Report Maintenance, Session Maintenance, and System Registry Maintenance.

Administrative functions let you manage information related to users of the system—both internal and external. Most information about customers is obtained from QAD EA, so use these functions only for temporary changes.

Administrative functions also let you control the appearance of the QAD CSS Web order-entry system and the availability of QAD CSS functions when users log in to the site.

The menu location for administration functions is Home Menu|Administration Menu.

Administrative functions include the following:

• Address Maintenance is used to create, modify, delete, and store temporary addresses before they are committed to QAD EA.

• Carrier Href Maintenance associates HTML links with the tracking capabilities of a shipping carrier’s Web site.

• Contact Maintenance is used to specify information about the individuals at your company who respond to customer requests.

• Contact Cross-Reference associates contacts at your company with your customers.

• Customer Maintenance overrides and extends QAD EA system information related to customers and items.

• Icon Maintenance sets the graphic images used to pass information to the end user through visual cues.

• Item Layout Maintenance maintains predefined registry options that determine which product details appear in the product catalog.

• Item Types Maintenance establishes categories of items and their relationships to each other.

• Menu Button Maintenance is used to set up and configure the QAD CSS menu bar displayed at the top of every page.

• Menu Maintenance is used to edit and configure the QAD CSS navigational menu displayed to the left of the page.

• Saved Report Maintenance saves the search criteria used to generate a report for a specific QAD CSS module.

• Security Group Maintenance defines security groups to which users are assigned, limiting users to specific QAD CSS modules.

• Session Maintenance lets administrators monitor user session records and their related transactions.

• Specials Maintenance controls item promotions offered to customers while they visit a QAD CSS site.

• System Registry establishes how QAD CSS dynamically interprets and processes business rules.

• User Registration notifies administrators when potential customers submit an online request for a user login.

• User Maintenance establishes users and creates relationships between QAD CSS and QAD EA users.

Administration maintenance functions are available only to users with authority to access these functions.

Note: Consider restricting access to authorized administrators or individuals with the specific responsibility for setting up administration options.