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Poetic Online Help

Page-level help for the Poetic application

  • Admin
  • Basics
  • Downloads
  • License Management
  • Order Management
  • Profile Management
  • Reports

Adding and editing a company’s ship-tos

Displaying the list of ship-tos for a company The Ship-to tab of the Company Profile Maintenance page lists the addresses to which orders can be delivered. The appropriate ship-to is selected during the order entry process. Adding or editing a ship-to from the Ship-to tab On the Ship-to tab, to add a ship-to, click Add […]

Filed Under: Profile Management

Adding and editing a company’s bill-tos

Displaying the list of bill-tos for a company The Bill-to tab of the Company Maintenance page contains a list of the billing addresses for the company. When placing an order, the user must select the specific billing address for the sold-to company. Adding or editing a bill-to from the Bill-to tab On the Bill-to tab, […]

Filed Under: Profile Management

Setting up reseller renewal preferences for a company

About the reseller renewal preferences For resellers, the Preferences tab of the Company Profile Maintenance page includes fields to set preferences for: Contact information to provide to customers Restrictions on renewal processes for customers Setting reseller contact information for end customers The Renewal Information for End Customers section contains fields for resellers to specify contact […]

Filed Under: Profile Management

Fields on the Company Profile Maintenance page

Overview tab Contact Information Company ID In the Company ID field, type the identifier assigned to the company by the publisher. Whether this field is used depends on the settings for the company type. Company name In the Company name field, type the name of the company. Alternate name In the Alternate name field, type […]

Filed Under: Profile Management

Company Maintenance form

About the Company Maintenance form The Company Maintenance form displays when you choose to create or edit a company during another process, for example when: Selecting a coordinator Selecting an entitlement or order party Selecting a registered company during activation The Company Maintenance form allows you to provide the basic company information for the company. […]

Filed Under: Profile Management

Changing your password

Displaying the Password tab You change your password from the Password tab of your User Profile Maintenance page. To display the Password tab: On the Administration menu, click View and edit my user profile. The Overview tab of the User Profile Maintenance page displays. Click the Password tab. Changing your password To change your password, […]

Filed Under: Profile Management

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