Self-Service Setup Overview

Before the customers and suppliers can use self-service to access information, you must provide a method for them to perform one or more of these tasks:

  • Access item information.

  • Review account information.

  • Review existing orders and shipments.

  • Access product and warranty information.

  • Review information about existing calls.

  • Review service orders.

When you set up user profiles for the customers and suppliers, you can limit their access to only the self-service menus, based on their user IDs. Customers and suppliers cannot use self-service to add or modify address book, customer master, or supplier master information.