If your website uses our Responsive Design, your website and point of sale customers can now create their own logins to view their purchase history through your website. This system is fully automated, and requires no effort on your part to maintain.
Please Note: There has been a significant update to the Account functionality in this area. The system will now allow your customers to put a card on file for use in the store, and you can define what customer data fields your customers can view and edit in their accounts.
Here is a short video to show you how it works:
To enable the Customer Website Login, you will go to the gear-shaped button on the far right of the blue Admin toolbar and click Settings > Website Settings > Shopping Cart.
Once you're in the Shopping Cart settings area, scroll all the way to the bottom and find the Customer Login Options area, turn it ON, then click Save at the bottom.
Please Note: Customer Website Login functionality works only on websites that utilize the mobile-friendly Responsive architecture. This option will not be available to you if you are on our older architecture.
If a customer asks you how they can log in, please refer them to this article, and the following section.
Creating Your Website Login Account
Follow these steps to create your account login:
- Go to the website and click the Login link on the far right.
- Just below the login area, click Create Account.
- Enter your email address, then enter your password. Re-enter your password. Your password must be at least 8 characters long and must contain at least one non-alphanumeric character (the best passwords will have at least on capital letter, one number, and at least one non-letter, non-number character, such as !, $, %, etc., and should not be a password you've used in the past).
- Click Create Account, then go to your email inbox and click the link provided to activate your account.
- You'll be taken to an account activation page on the website; click the Activate Account button, and then log into the account for the first time.
- Once you have logged in, you'll be able to see your account information, detailed below.
Website Account Details
Your customers can view whatever data fields you decide in their Account Info area. You can also decide if they can edit the data in those fields. Data fields that are editable will be white, as pictured below, or grayed out, if they are not editable. In the section below for Configure Online Account Data Fields, you can learn how to set up which ones display and which are editable by the customer.
Customers can view their transaction list in the Order History area, and can click to View individual transactions with full details.
If a customer has any open Invoices, they will be listed under the Invoices tab. They will be able to see the Invoice number, Due Date, and other important info, and can enter an amount they will pay online toward the balance due. After entering the amount, they can just click the Continue to Payment button to go to the shopping cart and make the payment.
Customers can also view their Reward progress and see how close they're getting to the next Reward coupon on the Rewards tab. They can also see any active Reward coupons they have earned.
If a customer wants to create a Gift Registry, or view any Gift Registries previously created, they can do so in the Gift Registry area, as pictured below. For full details on Gift Registry functionality, click here.
If you are integrated with Worldpay your customers will be able to add up to two Cards on File in the Payment Options area. They can also track payments for Rent to Own / Rent to Rent contracts, and make card adjustments and payments there, if needed.
Configure Online Account Data Fields
You are able to set any Customer data fields to be able to be viewed online by the customer when viewing their accounts, and also you can make them editable by the customer, if you like. To do this, go to the Gear Button > Settings > POS Settings > Customer, and look at the Customer Profile Organization section at the bottom of the page. Click here to learn how you can create custom fields as needed in this area.
The main customer data will be in the Contact Information section, but you can update the settings for all customer data by clicking on the appropriate blue-pencil Edit button on the far right.
You can use the checkboxes for Visible Online and Editable Online to set visibility and access for editing to any of the fields in each section, just check the boxes you want, then click Save at the bottom of the panel. Once you have finished all of your selections, be sure to click Save at the bottom of the Settings page as well, and you're all set!