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xTupleCommerce Product Guide |
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xTupleCommerce Product Guide |
| 3. My Account Feature | ||
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 | Chapter 4. User Administration |  |
Your customers can manage their own account information on the My Account page. The My Account area is available to all registered users. The big advantage here is that when customers update their information, these changes automatically flow back into the ERP. Likewise, changes you make to customer records in the ERP also get reflected in xTupleCommerce.
The following screenshot shows the My Account screen for a sample customer:
My Account
When reviewing My Account information, you are presented with the following options:
Select to view your default order settings and set your default ship-to address. Some user roles have the ability to use this screen to place orders for multiple customers.
Select to edit your contact information. You may also update your password on this tab.
Also known as ship-to addresses, your customers can maintain as many shipping addresses as they want. All they need to do is specify the desired shipping address during check out. They can also define their default shipping address. To add a new shipping address, follow these steps:
On the My Account page, select the tab.
Click on the link.
Indicate whether this is the default shipping address.
Enter the address information. The software will automatically validate U.S. shipping addresses.
Click the button to save the address to the list of shipping addresses.
Select to update your billing address.
Displays a list of credit cards the customer has used during check out. If no credit cards appear, then none have been used yet.
Users are allowed to build a shopping cart and save it for future reference. While only one active cart can be worked on at a time, users are able to have multiple saved carts on file. To save an active cart for future use, select the button. You must be a registered user to take advantage of this feature.
Users who have placed orders which have not yet been filled (i.e., not shipped) are able to view their pending orders via their My Account page. Once an order has been shipped, it is no longer considered pending. This tab shows the orders in table form, including columns for the sales order number, date ordered, shipping and billing info, and total. Users can click on a sales order number to view the sales order.
Select to view past invoices. Invoices are sales orders which have been completed and shipped in the ERP. The table view for invoices shows the invoice number, order number, date ordered, shipping and billing info, and total. Users can click on an invoice number to view the invoice. The order can also be printed or saved as a PDF.
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| 2.3. Editing Existing Users |  | 4. My Favorites |