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  1. User-Specific Credentials:

    • Each user profile utilizing the HM Quote Tool needs their individual Herman Miller login credentials entered.

    • In the Administrator login, search for select User List and open the user under Active Usersrecord, then go to OFDA EDI Settings and , enter the Herman Miller login credentials, and select Save.

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  1. Set Up Salesperson’s Dealer Seller #:

    • In the Administrator login, navigate to Drop Down List Setup → Salespeople.

    • The Salesperson’s Dealer Seller # will auto-populate based on the salesperson, but can also be manually adjusted in the Web Services window.

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