Users

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Customers > Users

Users page displays the list of registered customers(shoppers). Admin users can manage the customers of all the Stores from here.
Note - Since admin users can log in to the web store and can perform all the customer-related activities, therefore, they are considered as customers as well. Because of this reason, they are displayed on the Users list.

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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.

Customers, 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

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

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


Edit User

Customers > Users > "Edit" action
  1. Edit Users Details
  2. Save progress using the "Save" button
  3. Edited User is now added


Delete Users

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


Manage Users (Other Tabs in Manage Users)

Customers > Users > "Manage" action

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

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

Customer 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 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 Customer Users. Leave blank if unknown.
First Name First Name of the User.
Last Name Last Name of the User.
Phone Number Contact information of the User
Account User will have to select the Account name for which the information has to be edited.


Address Tab

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Addresses can associate multiple Addresses, including a default Billing and Shipping Address, to the Customer 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
  1. Add Account Address Details
  2. Save progress using the "Save" button


Edit Account Address
  1. Edit Account Address Details
  2. Save progress using the "Save" button


Delete Account Address
  1. Click on delete icon
  2. The account is now deleted.


Orders Tab

This section references Orders. If you are looking for additional information on this topic, see Orders.

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Orders is a centralized location for Admins to view, create, and manage Orders for all Customers associated to a Customer 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

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Profiles tab is a central location in Multifront where Administrators can associate existing User Profiles directly to a 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
  1. Select Profile(s) to Associate to User
  2. Save progress using the "Save" button


Affiliate Tab

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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.
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

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In this section, Administrators can associate Pricing Lists to a Customer Account. The Admin User can associate multiple Price List to the 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

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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

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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
  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
  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
  1. Page will reload with action confirmation
  2. Notes are now deleted


Additional Attributes

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Additional 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

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User Detail Description
Approval Order The sequence in which the approval will be required for an order.
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.

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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 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).


User Cart

User Cart allows administrators to view the abandoned cart information of the customer (shopper).

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Administrators can view the following information (if available) from this section:-

Product Details:-

  • Image
  • Product Name
  • Unit Price
  • Quantity
  • Total
  • Sub Total

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They can also check out or create an order for the customer (shopper) from this section.

Remove Products From Cart Button

This button allows admin users to remove all the products from the customer’s (shopper’s) cart.

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