Detailed client information
'Definition: A client account OptimProject can set a simulation environment for a service. He is given a name, an account provider of printing, a customer account paper suppliers and a list of authorized users to work with this account.
'Change: Only a user belonging to the group Administrator is authorized to create or modify client accounts. In order that changes be taken into account and recorded in the database you must validate the form with the "Save" button at the bottom of the screen.
General Informations
Every client you have to give a name, the name will be used in other screens to refer to this customer (for example, the name of the client).
A client may be assigned to a company (whose creation and editing takes place since the administration interface) to choose among the companies in the drop-down list. It is necessary to inform the client company if you want to be able to issue tenders for this client. For example, if you are a printer, you can make an offer by email on the achievement of a product to your client.
Ordering information
A client may also be associated with a corporate sponsor through which we can begin consultations with providers for carrying out a product. For the purchasing company benefits you can define what the currency used to place orders.
Informations client offer
When you authorize the issuance of client offers, the screen simulation results can send an offer to the client by e-mail message.
Account login supplier for printing
The client account must be linked to another client account, the latter being defined within optimProcess (application management provider printing). This link between the two types of customers requires authentication and access to data tariff of some suppliers printing. The system is designed to Clariprint interconnection remote applications, we can specify the address of a remote service.
Account login supplier for paper
The client must also be linked to another account, defines this time within OptimPaper (application management provider paper). This link between the two types of clients requires authentication and access to data from some suppliers paper.
Information external connection
Allows remote access to this client account. This access requires authentication and you choose the ID and password for authentication.
Options
In time administrator you can enable or disable the following options, these options give (or not) access to the functionality of the software:
| selection of paper providers (distributor, mill) | Authorizes the customer to choose papers to be bought from a distributor or in a mill, if the user has no choice and the paper is chosen automatically. | 
|
| Splitting the jobs on several machines | Authorizes the use of identical machines to manufacture products in parallel in order to reduce the estimated time of manufacture. | |
| Date of order differs from the date of creation | Authorizes the user to change the date command to a file, if the order date is the one that corresponds to the date of creation of the file. This date determines the choice of catalogues (paper, printer), which are valid only over a certain period. | 
|
| calculation without binding costs | When the option is yes forms design brochure have an option on costing binding. If this new option is activated (calculation without binding) then the description of the binding (type of binding, machine) will be mentioned in machine operating processing cost but the binding will not be counted. | 
|
| printing quality selection (std / top) | Authorizes the choice of print quality (quality standard or luxury), if the choice is made the better. | 
|
| prepress selection (CTP/film) | Authorizes choice of prepress (CTP or film), if the choice is made the better. | 
|
| HTML detailed costs display | Used to see a detailed view of the machine operating processing since the screen simulation results for this client files. | 
|
| machine operating processings as PDF | Used to see a detailed view of the machine operating processing in PDF format from the screen simulation results for this client files. | 
|
| allow several products per estimate | Authorizes the creation of files containing several products. | 
|
| display the average price of the panel | Displays the average price panel on the screen simulation results. The average price is the average solutions found. | 
|
| only display the average price of the panel | The results screen simulation that shows the average price panel and not the list of solutions. | 
|
| The paper is ordered by the printer | If you allow this option then the paper will be bought by the printer itself. It is necessary that the paper is properly defined at the printer (in the application OptimProcess). | |
| calcuation with mark up if outside bid | Apply the rules of margins defines a screen margins for remote calculations. For this option to be effective you must have defined the parameters of the external account (ID / password). | |
| calculation exclusively on external accounts | If this option is active, calculations will be made only on external accounts sets (to be determined since the screen external account). |
Indicative informations
This information is tentative and do not affect the simulations. But these administrative information will be reminded on documents issued by the system (range, purchase order, offers).
See also :
- Paramétrage des comptes externes
- Marges et remises tarifaire appliquées aux comptes externes
- Autorisation d'accès aux utilisateurs
- Schéma des interactions entre applications
