How to authorize products for orders based on Purchase History
There are a few ways to authorize products for ordering, however this article will focus on the requirements based on the Customer Purchase History option.
Update Product Type
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Go to Orders > Product Setup
- this will display all of products from your integration source
- Click Edit under Options
- Alternatively you can select multiple products by checking the box on the far left
Locate the Type field and click the drop down and select the appropriate entry (Fuels, Lubes, Propane, or DEF). This will categorize the product and allow it to show up on the applicable order form.
Customer Authorization Settings
By default, customers are pre-authorized to order based on purchase history and price quotes
You can view and adjust these settings by going to Users > Customers > Customer Master.
- The Purchase History option does require the product to be classified based on the instructions above.
- Contact PDS support if you need to adjust the default purchase history look back period for each product type
