Difference between revisions of "Account Overview - All Users"

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Start by clicking on "Welcome <u>Your Name</u>" and click "Account Overview". This will bring you to the '''"My Account"''' page. As you learn more about how the tabs work you can use the quick links to get to where you want to go faster.
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Start by clicking on '''"Welcome <u>Your Name</u>"''' and click '''"Account Overview"'''. This will bring you to the '''"My Account"''' page. As you learn more about how the tabs work you can use the quick links to get to where you want to go faster.
 
:[[File:ClipCapIt-160222-114653.PNG]]
 
:[[File:ClipCapIt-160222-114653.PNG]]
  
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My Account gives you a quick overview of what your account consists of: Orders,Settings including your profile, shipping and payment options.You can also change these fields here by clicking Edit or Add a Credit Card.
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==My Account==
 +
'''My Account''' gives you a quick overview of what your account consists of: Orders, Settings (including your profile, shipping and payment options.) You can also change these fields here by clicking Edit or Add a Credit Card.
 
:[[File:ClipCapIt-160222-094900.PNG]]
 
:[[File:ClipCapIt-160222-094900.PNG]]
  
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Clicking on the order number will show you the Shipping Address, Delivery Method, an order summary with the break down of the cost and the Products (pending shipment). NOTE: 3 "items" are listed in the Sales Order but only ONE true item was purchased, here the two embellishments are being counted as items.
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Clicking on the '''order number''' will show you the Shipping Address, Delivery Method, an order summary with the break down of the cost and the Products (pending shipment). NOTE: 3 "items" are listed in the Sales Order but only ONE true item was purchased, here the two embellishments are being counted as items.
 
:[[File:ClipCapIt-160222-094744.PNG]]
 
:[[File:ClipCapIt-160222-094744.PNG]]
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Downloading the PDF File will offer you the option to print out the Sales Order for your records if needed.
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Downloading the PDF File will offer you the option to print out the Sales Order for your records if needed.
 
:[[File:ClipCapIt-160222-101337.PNG]]
 
:[[File:ClipCapIt-160222-101337.PNG]]
  
 
==Orders==
 
==Orders==
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Orders - Order History is the first option under the Orders tab. This will allow you to see your personal order history including the date, amount spent and whether the order is pending, was approved or rejected.
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'''Orders''' - '''Order History''' is the first option under the '''Orders''' tab. This will allow you to see your personal order history including the date, amount spent and whether the order is pending, was approved or rejected.
 
:[[File:ClipCapIt-160222-094936.PNG]]
 
:[[File:ClipCapIt-160222-094936.PNG]]
  
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Orders - Reorder Items is a great tool that allows you to reorder items you have bought in the past.
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'''Orders''' - '''Reorder Items''' is a great tool that allows you to reorder items you have bought in the past.
 
:[[File:ClipCapIt-160222-095051.PNG]]
 
:[[File:ClipCapIt-160222-095051.PNG]]
 
  Show last 15 days is a drop down option you can change to show recent orders. The days range from 15 days to  180 days.
 
  Show last 15 days is a drop down option you can change to show recent orders. The days range from 15 days to  180 days.
 
:[[File:ClipCapIt-160219-140421.PNG]]
 
:[[File:ClipCapIt-160219-140421.PNG]]
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By Frequently Purchased is also a drop down that give you the options to sort by: Most Recently Purchased, By Price, or By Name. This option is useful to narrow your search of orders as you get more coming in.
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By Frequently Purchased is also a drop down that give you the options to sort by: '''Most Recently Purchased, By Price, or By Name'''. This option is useful to narrow your search of orders as you get more coming in.
 
:[[File:ClipCapIt-160219-140441.PNG]]
 
:[[File:ClipCapIt-160219-140441.PNG]]
  
 
==Billing==
 
==Billing==
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Account Balance
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'''Billing''' - '''Account Balance'''
  
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My Allowance shows you how much of your allowance you have used and on what order, also how much of your allowance you have left in a bar graph.
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'''Billing''' - '''My Allowance''' This section shows you how much of your allowance you have used and on what order, also how much of your allowance you have in a line graph.
 
:[[File:ClipCapIt-160222-103856.PNG]]
 
:[[File:ClipCapIt-160222-103856.PNG]]
  
 
==Settings==
 
==Settings==
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Profile Information is just a small portion of your profile including your name, phone number and email.
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'''Settings''' - '''Profile Information''' shows just a small portion of your profile including your name, phone number and email.
 
:[[File:ClipCapIt-160222-104315.PNG]]
 
:[[File:ClipCapIt-160222-104315.PNG]]
  
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Email Preferences is to sign up for our Newsletter and to Subscribe to different aspects on the website.
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'''Settings''' - '''Email Preferences''' is to sign up for our Newsletter and to Subscribe to different aspects on the website.
 
:[[File:ClipCapIt-160222-104424.PNG]]
 
:[[File:ClipCapIt-160222-104424.PNG]]
  
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Address Book is where your personal shipping and billing addresses will be held. You can also add new addresses or remove old ones.
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'''Settings''' - '''Address Book''' is where your personal shipping and billing addresses will be held. You can also add new addresses or remove old ones.
 
:[[File:ClipCapIt-160222-104536.PNG]]
 
:[[File:ClipCapIt-160222-104536.PNG]]
  
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Credit Cards is where all of your credit card information can be entered and saved to your profile. In this case the Demo Account does NOT have a credit card set up so it is allowing me to enter one for my profile.
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'''Settings''' - '''Credit Cards''' is where all of your credit card information can be entered and saved to your profile. In this case the Demo Account does NOT have a credit card set up so it is allowing me to enter one for my profile.
 
:[[File:ClipCapIt-160222-104848.PNG]]
 
:[[File:ClipCapIt-160222-104848.PNG]]
  
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Update Your Passoword section is where you can change your password at anytime without asking an Admin to do it for you.
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'''Settings''' - '''Update Your Password''' is the section where you can change your password at anytime without asking an Admin to do it for you.
 
:[[File:ClipCapIt-160222-105017.PNG]]
 
:[[File:ClipCapIt-160222-105017.PNG]]
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 +
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==Cases==
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'''Cases''' - '''Submit New Case'''
 +
:[[File:ClipCapIt-160715-112418.PNG]]
 +
 +
There is an option where you can use a different email address that is better for you!
 +
:[[File:ClipCapIt-160715-112637.PNG]]
 +
 +
After you submit the case you will get an email notification, as well as when the SOS Admin responds to your support case.
 +
:[[File:ClipCapIt-160715-114725.PNG]]
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 +
 +
'''Cases''' - '''Support Case'''
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:[[File:ClipCapIt-160715-113036.PNG]]
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 +
 +
Click on the case to view the response thread on the site. You can also respond back to the SOS Admin's message.
 +
:[[File:ClipCapIt-160715-113638.PNG]]
 +
:[[File:ClipCapIt-160715-114352.PNG]]
 +
 +
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Or if you respond "Thank You" and re-opened the case accidentally you can close the case by clicking 'Close'
 +
:[[File:ClipCapIt-160715-114101.PNG]]
 +
:[[File:ClipCapIt-160715-114128.PNG]]

Latest revision as of 17:51, 15 July 2016

Start by clicking on "Welcome Your Name" and click "Account Overview". This will bring you to the "My Account" page. As you learn more about how the tabs work you can use the quick links to get to where you want to go faster.

ClipCapIt-160222-114653.PNG

My Account

My Account gives you a quick overview of what your account consists of: Orders, Settings (including your profile, shipping and payment options.) You can also change these fields here by clicking Edit or Add a Credit Card.

ClipCapIt-160222-094900.PNG

Clicking on the order number will show you the Shipping Address, Delivery Method, an order summary with the break down of the cost and the Products (pending shipment). NOTE: 3 "items" are listed in the Sales Order but only ONE true item was purchased, here the two embellishments are being counted as items.

ClipCapIt-160222-094744.PNG

Downloading the PDF File will offer you the option to print out the Sales Order for your records if needed.

ClipCapIt-160222-101337.PNG

Orders

Orders - Order History is the first option under the Orders tab. This will allow you to see your personal order history including the date, amount spent and whether the order is pending, was approved or rejected.

ClipCapIt-160222-094936.PNG

Orders - Reorder Items is a great tool that allows you to reorder items you have bought in the past.

ClipCapIt-160222-095051.PNG
Show last 15 days is a drop down option you can change to show recent orders. The days range from 15 days to  180 days.
ClipCapIt-160219-140421.PNG

By Frequently Purchased is also a drop down that give you the options to sort by: Most Recently Purchased, By Price, or By Name. This option is useful to narrow your search of orders as you get more coming in.

ClipCapIt-160219-140441.PNG

Billing

Billing - Account Balance

Billing - My Allowance This section shows you how much of your allowance you have used and on what order, also how much of your allowance you have in a line graph.

ClipCapIt-160222-103856.PNG

Settings

Settings - Profile Information shows just a small portion of your profile including your name, phone number and email.

ClipCapIt-160222-104315.PNG

Settings - Email Preferences is to sign up for our Newsletter and to Subscribe to different aspects on the website.

ClipCapIt-160222-104424.PNG

Settings - Address Book is where your personal shipping and billing addresses will be held. You can also add new addresses or remove old ones.

ClipCapIt-160222-104536.PNG

Settings - Credit Cards is where all of your credit card information can be entered and saved to your profile. In this case the Demo Account does NOT have a credit card set up so it is allowing me to enter one for my profile.

ClipCapIt-160222-104848.PNG

Settings - Update Your Password is the section where you can change your password at anytime without asking an Admin to do it for you.

ClipCapIt-160222-105017.PNG


Cases

Cases - Submit New Case

ClipCapIt-160715-112418.PNG

There is an option where you can use a different email address that is better for you!

ClipCapIt-160715-112637.PNG

After you submit the case you will get an email notification, as well as when the SOS Admin responds to your support case.

ClipCapIt-160715-114725.PNG


Cases - Support Case

ClipCapIt-160715-113036.PNG


Click on the case to view the response thread on the site. You can also respond back to the SOS Admin's message.

ClipCapIt-160715-113638.PNG
ClipCapIt-160715-114352.PNG


Or if you respond "Thank You" and re-opened the case accidentally you can close the case by clicking 'Close'

ClipCapIt-160715-114101.PNG
ClipCapIt-160715-114128.PNG
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