Cost Centers are customer-specific fields that can be enabled at the line item level on store site quotes, orders, and shopping carts. They give you the ability to allow your customers to enter an accounting code if necessary or specify which department should be billed for a given product. To enable the Cost Center feature for a specific customer:
- Locate the appropriate company.
- On Customer View, click the Edit icon in the Company Info section.
- In Company edit select the Custom Fields tab Scroll down until you see the Cost Center section and click the Add Cost Center link.
- Select Text Input or Drop-down. If you select Text, you can specify that the field contains text with a minimum and the maximum number of characters, a number with a minimum and the maximum number of digits, a date in the mm/dd/yyyy format, or a regular expression (RegExp). If you select Drop-down, you can specify a list of custom options that can be selected by the customer. Select the drop-down option, specify a name for the custom field, and click the Save link next to the rule. You can now click the yellow Edit button and add your custom options manually or import them to the drop-down.
- Once you’ve added the Cost Center you’ll notice there are four check boxes for each custom field. Enable allows you to enable or disable the field for use, Required makes the fields a required entry (view or edit), Store View allows you to activate or deactivate them on your customer’s cart, and Store Edit makes the field editable by the end-user on the cart. Choosing Required will automatically choose StoreSite because the customer will need to fill out the fields when placing orders.
- Once finished, click Save to save your changes.
Assigning Cost Centers to Contacts
- Locate the appropriate company.
- On Customer View, click the Edit icon in the Contact Info section.
- Scroll down until you see the Cost Center section and click the Assign Cost Center link.
- On the next page select the Cost Center to assign to the contact and click Add.
- Hit Save at the bottom of the page when you are done adding and removing Cost Centers.
