Users

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Customers > Users

Users.png

B2C patrons, or Users, can be managed from a central location within Multifront for all existing Stores.

Note: The tool feature can Enable Users, Disable Users, and Reset User Passwords. A Reset Password link will be emailed to the Users email on file.

Add Users

Customers > Users > "Add New" button

Add users.png Note: Application does not allow creation of User with same Username Detail. Two different Stores can have Users with same Username.

  1. Complete Users Details
  2. Save progress using the "Save" button
  3. New User is now added

Manage Users

Manage user allows you to edit the details in an existing user and create a new user.

Customers > Users > "Manage" action
  1. Manage User Details
  2. Save progress using the "Save" button
  3. User is now managed

Delete Users

Customers > Users > "Delete" action
  1. Page will reload with action confirmation.
  2. User is now deleted.

Users Tabs

Customers > Users > "Manage" action

Edit User.png Note: Users must create new accounts using only General Information details. After the User has been saved, Administrators can manage addtional settings and options located in the Users tabs via the "Manage" action.

B2C Accounts have several tabs which Administrators can use manage and maintain key areas necessary of an enterprise level eCommerce platform, as follows:


General Settings

User Detail Description
Store Name B2C only; Choose corresponding Stores to register User
User Name/ Email Enter Customers Login Information. A username cannot be changed once B2B Customer is created
External ID Unique External ID or ERP account number used for tracking B2C Users. Leave blank if unknown.
Account B2B only, choose an existing Account with which to associate the Customers.
Department B2B only; All available Departments of Account will be displayed. For a Child Account, Parent and Child Account Departments will be displayed.
Role Name B2B Customers can be listed as:
  • Administrator - Does not require Permission or Approval.
  • Manager - Can approve quotes if designated as Approver.
  • User - Can require Permission and Approval, if selected.
Permission Name B2B, Role: User only; Permission can be set as:
  • Does not Require Approval (DRA) - User does not require approval from the Admin or Manager to purchase Products from Stores. DRA works like a B2C User, aside from being associated with an Account.
  • Always Requires Approval (ARA) - User requires the permission on an Approver for Product purchases. With ARA, Products cannot be purchased without approval. Orders that are saved as a Quote will be sent to the Approver for Approval. After approval, if the Order is reassigned to the User, the User can then resume the checkout process.
  • Sometimes Requires Approval (SRA) - User can check out if the Order Total is less than the allocated Maximum Budget Amount detail. If the Order Total exceeds the allocated Budget Amount the Order must be submitted as a Quote for approval. After the Quote has been approved by the Approver, the User can then resume the checkout process.
Approval Name User Only; This dropdown is populated by the Full Name of the Admin and Manager designated to the Account
Budget amount User Only; Pre-approved budget for User to purchase Products

Address Tab

Customers > Users > "Manage" action > Addresses Tab

UsersAddress.PNG

Addresses can associate multiple Addresses, including a default Billing and Shipping Address, to the B2C Account.

Addresses can be designated as Billing or Shipping defaults during Address creation. During Account creation, the Address will default as the Shipping and Billing address.

Add Account Address
Customers > Users > "Manage" action > Addresses tab > "Add New" button
  1. Add Account Address Details
  2. Save progress using the "Save" button
Edit Account Address
Customers > Users > "Manage" action > Addresses tab > "Edit" action
  1. Edit Account Address Details
  2. Save progress using the "Save" button
Delete Account Address
Customers > Users > "Manage" action > Addresses tab > "Delete" action

Orders Tab

This section references Orders. If you are looking for additional information on this topic, see Orders.
Customers > Users > "Manage" action > Orders Tab

Customer--user--manage--orders.PNG Orders is a centralized location for Admins to view, create, and manage Orders for all Customers associated to a B2C Account. Several actions can be in the Users tabs to perform various functions related to User and Order Management.

From here, Admins can also modify an Order Status, Initiate RMA's, and resend Order Confirmation emails.

Profiles Tab

Customers > Users > "Manage" action > Profiles Tab

Customer--user--profiles tab.PNG

Profiles tab is a central location in Multifront where Administrators can associate existing User Profiles directly to a B2C User. In this section, Admins can associate User Profile specific Catalogs, Shipping, and Payment Methods to Users via Profile association.

  • Unregistered Users will be displayed Pages associated with the "Anonymous" profile. Administrators can associate User Profiles to registered Users in this section.
  • If a User could be displayed multiple Pages based on their User Profile, the Profile with the greatest precedence will be displayed.
Associate Profile to User
Customers > Users > "Manage" action > Profiles Tab > "Associate Profile" button
  1. Select Profile(s) to Associate to User
  2. Save progress using the "Save" button

Affiliate Tab

Customers > Users > "Manage" action > Affiliates Tab

Customers--users--affiliate tab.PNG The Affiliate tab allows Users to earn commission by referring others to buy Products from your Stores. Customers can gain earn incentives if a referral purchases a Product using the Users Referral URL. The commission can be paid on a flat "Amount" or "Percentage" basis.

Detail Description
Partner Approval Status Drop-down to set Partner Approval detail.
Portal Status: Approved only, select Store to track affiliation
Tracking Link (URL) Approved only, generates URL to
Commission Type Drop down of Commission types. Can be a flat amount ("Amount") or a percentage ("Percentage").
Commission Amount User is paid for referal sales
Amount Owed Read-Only, auto-calculation of commission owed to User.
Referral Commission List List of referal sales commissions
Account Payment List List of referral sales payments
Manage Affiliates
  1. Update Tracking Information details
  2. Save progress using the "Save" button

Price Management Tab

Customers > Users > "Manage" action > Price Management Tab

Price Management.png

In this section, Administrators can associate Pricing Lists to a B2C Account. The Admin User can associate multiple Price List to the B2C Customer. Multiple price list gets applied based on the Precedence set for individual Profile. Multiple Pricing Lists will be applied based on the Precedence detail set for each User.

Associate Pricing to Account
Customers > Users > "Manage" action > Price Management Tab > Associate Price" button

AccountsAssociate.PNG Note: Pricing Lists are created in OMS > Pricing Engine.

  1. Select Price List(s) to Associate to Account
  2. Save progressing the "Save" button

Notes Tab

Customers > Users > "Manage" action > Notes tab

Notes.png Administrators can add notes to each Customers records using a rich text box. Multiple notes can be saved as records for a Customer.

Detail Description
Note Title Enter title for your note.
Note Body Enter the description for the notes.
Add Notes
Customers > Users > "Manage" action > Notes tab > "Add New" button
  1. Add Note details
  2. Save progress using the "Save" button
  3. Page will reload with action confirmation
  4. New Notes are now added.
Edit Notes
Customers > Users > "Manage" action > Notes tab > "Edit" Action
  1. Edit Note details
  2. Save progress using the "Save" button
  3. Page will reload with action confirmation
  4. Notes are now edited
Delete Notes
Customers > Users > "Manage" action > Notes tab > "Delete" Action
  1. Page will reload with action confirmation
  2. Notes are now deleted

Additional Attributes

Customers > Users > "Manage" action > Additional Attributes Additional attribute.pngAdditional User settings can be managed using these attributes.

Detail Description
Budget Admin can decide the budget of the Customers per order basis and annual order basis.
Billing Account Number Admin can assign a Billing account number to the Customers from this section.
Adress setting If the Customers has multiple addresses saved in his/her account and if this functionality of shipping address is enabled for this particular Customers then while changing the address the Customers can see the shipping address suggestion on the check out page. They can select any suggestion from the address for changing the shipping address.

Approval Management

Customers > Users > "Manage" action > Approval Management

Approval Management.png The Customer can be associated with one of the following approval types.

  1. Does not Require Approval - User does not require approval from the Admin or Manager to purchase Products from Stores. DRA works like a B2C User, aside from being associated with an Account.
  2. Always Requires Approval - User requires the permission on an Approver for Product purchases. With ARA, Products cannot be purchased without approval. After approval, if the Order is reassigned to the User, the User can then resume the checkout process.
  3. Sometimes Requires Approval - User can check out if the Order Total is less than the allocated Maximum Budget Amount detail. After it has been approved by the Approver, the User can then resume the checkout process.

If "Sometimes Requires Approval" or "Always Requires Approval" is selected then the Admin has to create approver(s).

Always requires approval.png |

User Detail Description
Approval Order The sequence in which the approval will be required for an order.
Level If any level is assigned to the approver.
Select Approvers This indicated the username of the approver.
From Amount - To Amount This indicates the approval range of order amount.
No limit If this is checked then there would not be any need of specifying the to Amount.