In this article, you will learn how to set up a new website customer for FAU (Florida Atlantic University) and similar clients who require the same functionality.  All of the below steps are to be completed in the "Website Customer" area in the backend where you add/edit customer information.


STEP 1.) QuickBook ID

For all FAU employees please set the QBO ID to 94489 so all invoices are together in QuickBooks under the same account.  



STEP 2.) PO Required


• Enable (Toggle On) "PO Required" checkbox.  This will require the user (or admin) to upload PO document before order is allowed to be written up.  For example, FAU does not allow any order to move forward to production without a PO, otherwise, we will not be able to collect payment.


• Enter in the accounting email to be cc'd the PO document and final invoice after the order is created.

accountspayable@fau.edu


• When PO Required is toggled on client will not be able to completed checkout (front end or back end) of any product(s) without supplying us with a PO document.  Otherwise, we won't be able to collect payment from the organization.  


The below will display in checkout on BACK end when PO Required is toggled on:



The below will display in checkout on FRONT end when PO Required is toggled on:


Download the PO pdf document to Google Drive > Design > FAU > Purchase Orders



STEP 3.) Licensing Required

• Enable (Toggle On) "Licensing Required" checkbox


• After order is submitted, pre-flight will have all items on the order highlighted to remind them that they have to submit for licensing approval prior to production.


• Also, if "Licensing Required" is toggled on then the following icons will appear in list view.  Hover mouse over icons to see what icon image stands for.


STEP 4.) Pay On Account

• Enable (Toggle On) "Pay On Account" checkbox

• Add default amount of 10000 unless the PO amount for the order is higher then ok to allow a higher limit.


STEP 5.) Allow Tax Exemption

• Enable (Toggle On) "Allow Tax Exemption" checkbox.  State Universities (Colleges) are normally tax-exempt.



____________________


Good Afternoon, 

As the Partnership Manager for Florida Atlantic University, I wanted to send a reminder on submitting samples. When the school requests a sample of an item, this request will appear in Brandmanager 360 for each item. 

Samples must be mailed to the provided address for artwork to be properly approved. Please reach out if you have any questions about licensing! 

Thank you, 

KAYLYN SINGLETON 
Manager, Partnerships 
1075 Peachtree Street, Suite 3300
M: 470-402-5879