Difference between revisions of "Administrator Account"

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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.
 
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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:[[File:ClipCapIt-160219-140441.PNG]]
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==Store Accounts==
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List Accounts is where you can view all the accounts within your store
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:[[File:ClipCapIt-160222-105204.PNG]]
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By clicking on the customers ''account no.''

Revision as of 15:52, 22 February 2016

This page is for store Administrators ONLY!!! This is a resource for you to use to better understand exactly what you are allowed to do in the NetSuite Platform. To start, going into the Account Overview will take you right into the core of where it all begins. By clicking "Welcome Your Name" and click "Account Overview". 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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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.

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

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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.

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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 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.

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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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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.

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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.

ClipCapIt-160219-140441.PNG

Store Accounts

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

ClipCapIt-160222-105204.PNG

By clicking on the customers account no.