Profile Management

To view and/or edit user profiles within your company: On the Administration menu, click My users. The Search Users page displays. Poetic automatically displays the list of active users in your company. The Company name criteria is set to your company and cannot be changed. You can use the remaining criteria to modify the list […]

Setting order restrictions On the Restrictions tab of the Company Profile Maintenance page: Price class From the Price class dropdown, select the company’s appropriate price category. MDF allowed MDF stands for manufacturer’s discount fund. If the box is checked, the company is eligible for the discount and the system performs the calculation when an order […]

When you enter an address, there may be a requirement for the system to validate whether it is an existing address. If the system cannot find any matches for the address you entered, you will be prompted to either: Use the address as entered Edit the address you entered in order to make corrections If […]

Overview tab Contact Information User ID In the User ID field, type the identifier used by the publisher to refer to the user. Title Depending on the site configuration, this may be either a field or a dropdown. Either enter the title (Mr. Ms. Dr., etc.) in the field, or select the title from the dropdown. Name […]

About the User Maintenance form The User Maintenance form displays when you choose to create or edit a user during another process, for example when: Selecting a primary contact Selecting coordinators Selecting order contacts Selecting registered users The User Maintenance form provides fields to update basic information about the user. Fields on the User Maintenance […]

About the Search Users form The Search Users form displays when you click the find icon or link next to a user field. You use the Search Users form to search for and select a user, for example to: Select a registered user Select a coordinator Select a company primary contact Select an order contact […]