Difference between revisions of "Administrator Account"

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  "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-160219-140808.PNG]]
 
:[[File:ClipCapIt-160219-140808.PNG]]
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==My Account==
 
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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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:[[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
 
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being counted as items.
 
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:[[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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:[[File:ClipCapIt-160222-101337.PNG]]
 
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==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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:[[File:ClipCapIt-160222-094936.PNG]]
 
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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 Sales Order (SO) number, who placed the order, the date is was placed,
 
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the amount the order came to, the status - "Pending Manager Approval" and an easy way to "Approve" or "Reject" orders.
 
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:[[File:ClipCapIt-160222-095012.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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:[[File:ClipCapIt-160222-095051.PNG]]
 
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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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:[[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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:[[File:ClipCapIt-160219-140441.PNG]]
 
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==Billing==
 
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'''Billing''' - '''Account Balance'''
 
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'''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.
 
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:[[File:ClipCapIt-160222-103856.PNG]]
 
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==Settings==
 
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'''Settings''' - '''Profile Information''' is just a small portion of your profile including your name, phone number and email.
 
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:[[File:ClipCapIt-160222-104315.PNG]]
 
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'''Settings''' - '''Email Preferences''' is to sign up for our Newsletter and to Subscribe to different aspects on the website.
 
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:[[File:ClipCapIt-160222-104424.PNG]]
 
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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.
 
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:[[File:ClipCapIt-160222-104536.PNG]]
 
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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.
 
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:[[File:ClipCapIt-160222-104848.PNG]]
 
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'''Settings''' - '''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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:[[File:ClipCapIt-160222-105017.PNG]]
 
  
 
==Store Accounts==
 
==Store Accounts==
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:[[File:ClipCapIt-160418-134923.PNG]]
 
:[[File:ClipCapIt-160418-134923.PNG]]
  
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  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.
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  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
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:[[File:ClipCapIt-160222-105505.PNG]]
 
:[[File:ClipCapIt-160222-105505.PNG]]
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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
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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 checkboxes, 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]]
 
:[[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''' - '''Create a New Account''' is the SAME format as if you were looking at an already existing customer! Fill out the form accordingly.

Revision as of 18:00, 25 April 2016

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,
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 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-160219-140808.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" UNcheck 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 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 checkboxes, 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

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

This tab will bring you straight to THIS web page!

Allowance-Periods

Allowance-Periods - List Periods is where you will see the current allowance period set by your department.
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.
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