Configuring your client’s settings in Consentio takes just a few minutes but saves you hours of work!
Consentio Webapp
Firstly, go to your Workspace and select the ‘Clients’ section. Select the client from the list or add the client to your workspace if necessary (see here how to do it).
Client
The client section displays the name of the person, their company and a direct access to the chat.
Prices
By default, your new clients will not be able to see your prices giving you time to configure their settings properly. Once you have completed the full configuration, click on Only show.
You can also manage specific set price groups, learn how to add them to your account here.
When the client has a special discount or markup applied to the base price (either in the price shown in your catalogue or in the price group created), you can add it in this section. You can also setup the transport cost by kg or pallet and the currency that it is used by the client.
Orders
In this section, you can decide if the orders placed by this customer will be accepted manually by you, or automatically. If ‘automatically’, and you have ERP integration enabled, the order will pass directly to the ERP system without further intervention.
Integration
If your ERP system has been integrated with Consentio, you will add here the unique Customer Identity Code, which identifies this customer within the ERP system.
Addresses
In this section add the address of the client and the transport cost that you will charge them for delivering to that specific location. When the client has several addresses, add the transport cost for each address. The client will be able to see these extra costs when applied to the order.
Security
If you wish to ‘block’ a client, enable the grey button and this client will no longer be able to place orders.
Sales with this client
This section will allow you to create a New sale with this client, upload a new order through our Magic orders facility or consult the entire list of sales between you and this client by clicking on the Go to sales made to this client button.
Consentio Mobile App
Firstly, Go to your Workspace and select the ‘Clients’ section. Select the client from your client list or add the client to your workspace if necessary (see here how to do it).
Client
The client section displays the name of the person, and their company. To access their contact details simply click on See details.
Additionally, you can mute notifications from this client by enabling the grey button.
Prices
By default, your new clients will not be able to see your prices, giving you time to configure their settings properly. Once you have completed the full configuration, select Only show.
You can also manage specific set price groups, learn how to add them to your account here.
If the client has a special discount or markup applied to the set price either in the price shown in your catalogue or in the price group created, you can include it in this section. You will also be able to set the transport cost by kg or pallet and the currency that it is used by the client.
Orders
In this section, you can decide if the orders placed by this customer will be accepted manually by you, or automatically. If ‘automatically’, and you have ERP integration enabled, the order will pass directly to the ERP system without further intervention.
Integration
If your ERP system has been integrated with Consentio, you will add here the unique Customer Identity Code, which identifies this customer within the ERP system.
Addresses
In this section add the address of the client and the transport cost that you will charge them for delivering to that specific location. If the client has several addresses, add the transport cost for each of them and the client will be able to see these extra costs when applied to the order.
Security
If you wish to ‘block’ a customer, simply ‘enable’ the grey button and this client will not be able to place you more orders.