My Account

Description

The My Account page displays helpful information for users.

The information displayed on the page includes:

• User
  • Name
  • Email
• My Locations
  • Location (client name), Customer Code
  • Shipping Address
  • Sales Rep
  • Credit Balance
  • Payment Method
  • Payment Terms
• Recent 5 Orders
  • Order Number (link to details)
  • Date
  • Client
  • Ship To
  • Number of Items
  • Total
• Recent 5 Invoices
  • Invoice Number (link to details)
  • Date
  • Client
  • Number of Items
  • Total

Change Password

Selecting the Change Password button on the user info display card brings up the change password prompt.
Type in the new password twice, then select Save.

📘

The e-commerce portal and the CRM are designed to mirror one another. For example, a CRM user can make changes in the customer’s cart and those changes will be reflected in the e-commerce portal. Likewise, any changes made in the e-commerce portal will be displayed in the CRM. This is a convenient feature that helps users work efficiently with their e-commerce customers.

Link to Main Page

Main Page -- E-commerce