Frontend Settings
Frontend Settings decides what a customer signing up from your website is created with, and holds the API credentials that connect your own site to the ERP. Get it wrong and self-signups arrive half-configured; get it right and they land ready to trade.
Where to find it
Go to Company > Frontend Settings. The page has two tabs, General and API.
General
These are the defaults applied to every customer who signs up from your website frontend. All of them are mandatory on a customer record, so each needs a sensible value here.
| Default | What it sets |
|---|---|
| Sales Type | The price list new customers are put on. |
| Sales Person | Who self-signups are credited to. |
| Sales Area | The area used for reporting. |
| Tax Group | How they are taxed. Get this wrong and their first invoices are wrong. |
| Default Shipper | The carrier on their deliveries. |
| Default Inventory location | The warehouse their stock starts in. |
| Payment Terms | When their invoices fall due. |
| Credit Status | The credit standing they open with. |
Set all eight before you open signups. A missing default does not stop the signup — it creates a customer that fails later, usually on their first invoice, which is the worst moment to discover it.
API
The API connects your reseller or dedicated-reseller ERP to your website frontend, so a signup on your site creates a company in the ERP. The tab holds the documentation and the credentials you need for that.
If your site is built on WordPress, a plugin to handle the connection is planned; until then, use the credentials here with your own integration.
The API credentials are the keys to creating companies on your platform. Store them as you would a password, and reissue them if a developer with access moves on.
Related pages
- Frontend Pages — the pages customers sign up from
- Pack Setup — the packs they can buy
- Registered Users — signups that arrived
- Companies — the companies they became