Consumers
- Consumers are the end users, who will ultimately consume the products manufactured by your organizations. When they have demand for certain products, they will actively place orders. After that, the dispatchers of your organization will assign delivery tasks to the Drivers (Deliverymen)
- In this article we will find out how to:
- Create Consumers User group
- Allocate Users into Consumers User group
Create Consumers User group
- Navigate to Organizations > Group List tab
- Please refer to the CRUD functions article to know the general steps about creating single object using web form
Consumer User group information field
- Below is the list of all information fields of a Consumer User group
| Information field | Description & Input |
|---|---|
| Organization (Required) | 1. Description: The Organization which manages the Consumers User group being created 2. Input rules: Click on this field. Input the Organization Name or Organization Code of the appropriate Organization into the search bar, then select from the drop down menu Organization Name and Organization Code can be found under columns of the same name on tab Organizations > Organization List |
| Group Code (Required) | 1. Description: The management code assigned to the Consumers User group being created 2. Input rules: Always input this value: CONSUMER |
| Group Name (Required) | 1. Description: The name assigned to the Consumers User group being created 2. Input rules: Format: Free-form |
| Description (Optional) | 1. Description: A short description of the Consumers User group being created 2. Input rules: Format: Free-form |
Assign CRUD rights
Allocate Users into Consumers User group
The consumers can deliberately sign up on their Consumer Mobile app. Upon finishing the sign up process, their user accounts will automatically be added to the Consumer User group of the Manufacturer
Allocate existing users
- You could allocate existing users of a into the Consumers User group recently created by doing the following steps:
- Navigate to Organizations > User List tab
- Click on Edit icon of the users
- On the User Information screen, click on the Groups field. Type the text CONSUMER in the search bar to filter the Consumers User group, then select that group from the drop down menu
- Click Save to confirm the change
Allocate new users
- If you create new consumers users using Web form, follow the steps described above
- If you create new consumers users using Excel template, make sure to input the text CONSUMER into the User Group Code cell
Updated about 4 years ago