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ACCOUNT MANAGEMENT AND SELF-SERVICE
Your eCommerce site provides a means to drastically reduce operational expense through
self-service capabilities. The features listed below give your customers the power to manage
their relationship with your business and access information at their fingertips, any day or
time.
Registration – allow first time commercial customers and retail users to register on your site
so that they may gain access to customer-specific terms and pricing, order history, past
invoices, and more. There are three different registration options available:
• Current commercial customer – once associated with an account number in your ERP
or POS system, these customers enjoy the benefits of customer-specific pricing, lines
of credit, the ability to view order history, invoices, and more
• New commercial customer – selecting this option at registration triggers an email for
customer approval so that they may receive similar benefits as a current commercial
customer
• Retail customer – can log in to see order history or order status
• Anonymous – can only purchase with a credit card and does not have access to
account history
Password management – choose whether you want new registered users of your site to reset
their password the first time they log in, for security reasons. All customers can change their
password, recover a forgotten password, and use the “remember me” option to expedite future
logins. If any password changes are made, a change notification email is automatically sent
to that user to confirm the activity.
User roles – assign different roles to individuals at each customer, including:
• eCommerce – can submit a shopping cart, but it must first be approved by a
purchasing agent; an email trigger alerts the agent
• Purchasing agent – can buy or approve other shopping carts created by eCommerce
users
• Admin – can create or edit users of your site and assign their permissions
Account management – allow customers to edit their billing and shipping address, contact
information, and manage individual user permissions.
Open orders – display open orders associated with an account and their shipment tracking
numbers via integrations with UPS, FedEx, or other carriers. Tracking numbers are dependent
upon your ERP or POS system integration.
Order history – allow customers to browse past orders to locate items they previously
purchased from your business. Customers can search order history by date range, PO, invoice
number, or item. Buyers can re-order items directly from the order history page.
Sales rep access – grant your sales reps access to each of their customer accounts via your
eCommerce site. Sales reps can select specific customers from a list of their accounts, and
then specific users within each account. Once signed in as that user, they can help build a
shopping cart of items for that customer or review an existing cart that has not yet been
submitted.