Register - Clicking on the "Register" menu option will open up the "Apply for an Account" page on your website.
This HTML page has been pre-configured to include only the basic registration information needed to let you know that a new user wishes to apply for an on-line account. This information will be automatically sent to your e-mail address when the user clicks on the "Submit Message" button.
To activate a new user so that he/she can successfully log in to your website and purchase products at a discount, you must enter the user's user and and password in the "General" tab of the Customer screen. You will then need to re-upload your website so that the login data is available for the new user. You should send the new users an email after you have re-uploaded your website to notify them when their accounts have been activated, and to remind them what their username and password are. You do not have to use the username and password that the new user supplied.
TIP: In lieu of re-uploading your entire website, if you have a stand-alone FTP program, such as Cute-FTP or WS-FTP Pro, you need only upload the two files myQuote.js and Discounts.js to activate the new users.
Access to forms containing any specific information that you may require for accounting purposes should be included on a separate Custom Page, or may be handled via alternate means, such as FAX.
A built-in link has been provided on the
new user registration page to a Custom Page called "accountapplication.pdf."
(Located in the first sentence.) You
can edit this link using any text editor such as Wordpad or NotePad (but NOT with the YukonSoft Custom Page Editor
because this file is not true HTML) to any filename of your choosing,
or remove this line entirely, if you so choose. If
you need to edit this page, open up the file called "accountapplication.htm"
which is located in the HTMLTemplates directory under the "YES"
directory which contains the main Y.E.S.!
B-to-B
Log In - Clicking on the "Log In" menu option will open up the "LOG IN" page on your website. The user select his/her company from the drop down list and then enters his/her username and password and then clicks on the "Submit" button to complete the log-in process.
If the Company/Organization name, the username and the password entered match a registered user, the user will be logged in. Once the user is successfully logged in, the "Log In" page will automatically switch back to the "Home" page and the user's name (the name that the user used to log-in) will appear in the top frame, as shown below.