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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.

Admin users can view and filter the users from the Customers >> Users.

Important - Admin users can use the store filter shortcut to filer the users using the store where they are associated. Note that the information fetched after the filer shortcut is applied, comes from SQL.

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Note: The tool feature can Enable Users, Disable Users, and Reset User Passwords.

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

Manage User

Customers > Users > "Manage" action
  1. Manage User 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

Admin user can edit the details of an existing user from Manage user. Also, can 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 additional settings and options located in the Users tabs via the "Manage" action.

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

General Settings

User Detail Description
Store Name This field indicates the store name associated with the customer account.
Sales Rep Admin users can associate Sales Rep with User account from here.

Note - One User account can be associated with only one Sales Rep account. This is irrespective of the number of records available for one User account on the Users list page.

Disable/Enable Account Admin users can disable/enable customer account using this button.
User Name/ Email This field indicates the username of the customer. This field is non editable.
Reset Password Admin users can send a reset password link to the respective customer's email address so that he/she can reset a new password for his/her account.
Email Address This field indicates the email address of the customer.
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

Admin can add addresses for users from this section.

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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

Note - When admin user will try to update any address while managing an order, then if Shipping Address is same as Billing Address or Shipping Address and Billing Address are the default addresses then the updated address will be added as a new entry in the database.

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.

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

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Admin user can modify an Order Status, Initiate RMA's, and resend Order Confirmation emails from here

Profiles Tab

Profiles tab is a central location in Znode 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.

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Note -

  • 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

The Affiliate tab allows Users to earn commission by referring others to buy Products from the 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.

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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

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.

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Associate Pricing to Account

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

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

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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

The approval routing at user level works in conjunction with approval routing at either store level or payment level. This depends on whether the approval routing is enabled for Store or Payment from Stores & Reps >> Stores >> Manage Store >> 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 button allows admin users to remove all the products from the customer’s (shopper’s) cart.

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Impersonation Tab

Impersonation feature allows the admin users (generally the CSRs) with specific levels of access to perform activities on the web-store on behalf of the customers and view the impersonation activities from the Application Logs module.

Using these feature admin users can impersonate the customer accounts so that any activity performed by them gets associated with the customer account.

This feature is mainly developed to allow admin users to place orders for customers by impersonating them on the web-store.

To impersonate a customer account admin users can perform below steps

  1. Select Store
  2. Click on Impersonation

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