Difference between revisions of "Administrator Account"

From MES SOS Wiki
Jump to: navigation, search
 
(19 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
This page is for store '''''Administrators ONLY!!!''''' This is a resource for you to use to better understand ''exactly'' what you are authorized to do in the NetSuite Platform. NOTE: Some of these functions can also be preformed by ''Non-Admins'',
+
To start, going into the Account Overview by clicking  
−
but we have included them so you will not have to toggle back and forth to learn the entire section because parts are missing. To start, going into the Account Overview will take you right into the core of where it all begins. By clicking  
+
"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.
−
"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-190821-145547.PNG]]
−
:[[File:ClipCapIt-160219-140808.PNG]]
+
  
−
==My Account==
+
==Store Accounts==
−
'''My Account''' gives you a quick overview of what your account consists of. Orders, Settings including your profile, shipping and payment options. Here you can also change these fields by clicking Edit or Add a Credit Card.
+
'''Store Accounts''' - '''List Accounts''' is where you can view all the accounts within your store
−
:[[File:ClipCapIt-160222-094900.PNG]]
+
:[[File:ClipCapIt-160222-105204.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
+
To disable a customer, got to their customer account
−
being counted as items.
+
:[[File:ClipCapIt-160418-134813.PNG]]
−
:[[File:ClipCapIt-160222-094744.PNG]]
+
At the bottom of the customer profile, under "Number of approvals required to Place an Order" '''UN-check''' Active Store Account.
−
Downloading the PDF File will offer you the option to print out the Sales Order for your records if needed.
+
:[[File:ClipCapIt-160418-134923.PNG]]
−
:[[File:ClipCapIt-160222-101337.PNG]]
+
  
−
==Orders==
+
By clicking on the '''customer's account number''' you can view their profile. In this first section, as an Administrator you can change the customer's password, change their name, phone number and add the '''EXACT''' name that will show up in replace of '''ALL''' the name free text fields.
−
'''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-160222-105505.PNG]]
−
:[[File:ClipCapIt-160222-094936.PNG]]
+
In the second half, the Rank/Role feature is a way for you to filter colors and products by different ranks/roles *please note* we '''cannot''' make the embellishments appear different for the different roles. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 check boxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Here you can also change, add or remove a customer Allowance, simply by changing the "Total Allotted" field, you can also add a Note to your edit Once you are finished, click UPDATE
 +
:[[File:ClipCapIt-160816-084548.PNG]]
  
−
'''Orders''' - '''Pending My Approval''' This path will take you to orders from your store that need you to approve them. Here you can see the Sales Order (SO) number, who placed the order, the date is was placed, the amount the order came to, the status - "Pending Manager Approval" and an easy way to "Approve" or "Reject" orders.
 
−
:[[File:ClipCapIt-160222-095012.PNG]]
 
  
−
'''Orders''' - '''Reorder Items''' is a great tool that allows you to reorder items you have bought in the past.
 
−
:[[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.
 
−
:[[File: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.
 
−
:[[File:ClipCapIt-160219-140441.PNG]]
 
  
−
==Billing==
+
'''Store Accounts''' - '''Create a New Account''' is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly.
−
'''Billing''' - '''Account Balance'''
+
  
−
'''Billing''' - '''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.
+
==View Ledger==
−
:[[File:ClipCapIt-160222-103856.PNG]]
+
To view more on their allowance, click on the customer’s name, go to the bottom of the page to find ‘View Ledger’. By clicking on the Ledger you will see the details and actions taken on their allowance.  
 +
:[[File:ClipCapIt-160816-084656.PNG]]
  
−
==Settings==
+
==Pending My Approval==
−
'''Settings''' - '''Profile Information''' is just a small portion of your profile including your name, phone number and email.
+
'''Orders''' - '''Pending My Approval''' will take you to view the orders you need to review and either approve or reject.
−
:[[File:ClipCapIt-160222-104315.PNG]]
+
:[[File:ClipCapIt-181114-112550.PNG]]
  
−
'''Settings''' - '''Email Preferences''' is to sign up for our Newsletter and to Subscribe to different aspects on the website.
+
Click on the Sales Order to view it
−
:[[File:ClipCapIt-160222-104424.PNG]]
+
:[[File:ClipCapIt-181114-112654.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.
+
Products Pending Shipment is a list of the items they have requested to purchase
−
:[[File:ClipCapIt-160222-104536.PNG]]
+
:[[File:ClipCapIt-181114-112756.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.
+
Payment Information:
−
:[[File:ClipCapIt-160222-104848.PNG]]
+
Invoice: Terms Net 30
 +
Purchase Number: SOS
 +
This indicates they Invoiced this to your Departments Account, using their Allowance if applicable.
  
−
'''Settings''' - '''Update Your Passoword''' section is where you can change your password at anytime without asking an Admin to do it for you.
+
Not Specified indicates they used a Credit Card.  
−
:[[File:ClipCapIt-160222-105017.PNG]]
+
:[[File:ClipCapIt-181114-112906.PNG]]
−
 
+
−
==Store Accounts==
+
−
'''Store Accounts''' - '''List Accounts''' is where you can view all the accounts within your store
+
−
:[[File:ClipCapIt-160222-105204.PNG]]
+
−
 
+
−
By clicking on the '''customers account number''' you can view their profile. In this first section, as an Administrator you can change the customers password, change their name, phone number and add the '''EXACT''' name that will show up on '''ALL''' of their embellishments
+
−
:[[File:ClipCapIt-160222-105505.PNG]]
+
−
In the second half, the Rank/Role feature is '''COMING SOON'''. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 check boxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Once you are finished, click UPDATE
+
−
:[[File:ClipCapIt-160222-110357.PNG]]
+
−
'''Store Accounts''' - '''Create a New Account''' is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly.
+
  
−
'''Store Accounts''' - '''How-to / FAQ'''
+
Before approving the order you can add a PO you need to show on the Invoice
−
This tab will bring you straight to '''THIS web page!'''
+
:[[File:ClipCapIt-181114-113121.PNG]]
  
−
==Allowance-Periods==
+
Once you're done, you can approve (or reject) the order. The individual who placed the order will get and email letting them know the new status of their order.
−
'''Allowance-Periods''' - '''List Periods''' is where you will see the current allowance period set by your department.
+
:[[File:ClipCapIt-181114-113533.PNG]]
−
:[[File:ClipCapIt-160222-111800.PNG]]
+
  
−
'''Allowance-Periods''' - '''Create New Period''' lets you start a new period when your current allowance period has ended or is nearing the end.
+
To see all the orders after approving them, click the drop down to Show all Orders
−
:[[File:ClipCapIt-160222-111849.PNG]]
+
:[[File:ClipCapIt-181114-113629.PNG]]

Latest revision as of 18:55, 21 August 2019

To start, going into the Account Overview by clicking "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-190821-145547.PNG

Store Accounts

Store Accounts - List Accounts is where you can view all the accounts within your store

ClipCapIt-160222-105204.PNG

To disable a customer, got to their customer account

ClipCapIt-160418-134813.PNG

At the bottom of the customer profile, under "Number of approvals required to Place an Order" UN-check Active Store Account.

ClipCapIt-160418-134923.PNG

By clicking on the customer's account number you can view their profile. In this first section, as an Administrator you can change the customer's password, change their name, phone number and add the EXACT name that will show up in replace of ALL the name free text fields.

ClipCapIt-160222-105505.PNG

In the second half, the Rank/Role feature is a way for you to filter colors and products by different ranks/roles *please note* we cannot make the embellishments appear different for the different roles. The number of approval levels can be edited here, 0 meaning they can order things WITHOUT having to get it approved by you, or you can set it to 1 being you have to approve their order. There are 3 check boxes, the first 2 are usually ONLY checked for Administrators. "Can approve orders" and "Administrator privileges" the third check box "Active Store Accounts" when check means this account is active, when unchecked the account is inactive. Also in this section, you can edit or add to an existing allowance. Here you can also change, add or remove a customer Allowance, simply by changing the "Total Allotted" field, you can also add a Note to your edit Once you are finished, click UPDATE

ClipCapIt-160816-084548.PNG


Store Accounts - Create a New Account is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly.

View Ledger

To view more on their allowance, click on the customer’s name, go to the bottom of the page to find ‘View Ledger’. By clicking on the Ledger you will see the details and actions taken on their allowance.

ClipCapIt-160816-084656.PNG

Pending My Approval

Orders - Pending My Approval will take you to view the orders you need to review and either approve or reject.

ClipCapIt-181114-112550.PNG

Click on the Sales Order to view it

ClipCapIt-181114-112654.PNG

Products Pending Shipment is a list of the items they have requested to purchase

ClipCapIt-181114-112756.PNG

Payment Information: Invoice: Terms Net 30 Purchase Number: SOS This indicates they Invoiced this to your Departments Account, using their Allowance if applicable.

Not Specified indicates they used a Credit Card.

ClipCapIt-181114-112906.PNG

Before approving the order you can add a PO you need to show on the Invoice

ClipCapIt-181114-113121.PNG

Once you're done, you can approve (or reject) the order. The individual who placed the order will get and email letting them know the new status of their order.

ClipCapIt-181114-113533.PNG

To see all the orders after approving them, click the drop down to Show all Orders

ClipCapIt-181114-113629.PNG
Retrieved from "http://wiki.sosmes.com/index.php?title=Administrator_Account&oldid=594"