Account
My Account
This control is used to render My Account dashboard as well as the following. The widget requires the user to be authenticated. Therefore, it must be placed on a page with authentication permissions.
- Edit billing address
- Edit profile
- Contacts maintenance
- Ship To maintenance
- Credit card maintenance
- Bank account maintenance
Sample Views
1- Dashboard
A dashboard is a user interface which displays frequently used information that may change on a frequent basis. Most dashboard information will be available to both customer and consumer type records. Each section of the dashboard is explained below.
Product List - A product list is a group of items the user wishes to group together for whatever reason. The dashboard will display the first three product lists. This dashboard data is available for both customer and consumer type company web accounts.
Saved Carts - The user can create a saved cart anytime they have a group of products in their cart, but they aren't ready to finalize the purchase for whatever reason. The dashboard will display the first three saved carts. This dashboard data is available for both customer and consumer type company web accounts.
Shopping Cart - The shopping cart is a listing of items that the user is currently intending to purchase. This dashboard data is available for both customer and consumer type company web accounts.
Total Purchases - The total purchases information groups orders into a graphical form to allow the user to visualize purchasing trends. Orders are included into this information if they meet the document type restrictions setup in the Management Console and if they are not considered canceled (all lines on the order have a last status greater than or equal to the status for canceled line in the Management Console). The graph may be viewed in the following intervals based on the number of days:
Daily - 7 days
Weekly - 30 days
Weekly - 45 days
Monthly - 60 days
Monthly - 180 days
Monthly - 365 days
The web account must have permission to view shopping history to work with total purchases information. If the web account does not have this permission (or if there are no orders that meet the criteria mentioned above) this section of the dashboard will not be visible. This dashboard data is available for both customer and consumer type company web accounts.
Recent Orders - Orders are included in this information if they meet the document type restrictions setup in the Management Console. Recent Orders may include canceled orders based on Management Console settings to display or hide canceled lines as well as canceled line status. This dashboard data is available for both customer and consumer type company web accounts.
Open Invoices - An open invoice is an invoice that does not have a zero balance due. If the web account has either the pay invoices or view invoice history permission granted this section will be visible. If the web account does not have either permission (or if they have no invoices with amount due <> 0) this section will not be visible. This dashboard data is available for only customer type company web accounts.
Quotes - A quote is a request from your customer to you for special orders and/or special pricing typically based on massive purchase quantities or frequency. Quote processing is a module that must be purchased and requires a SPC to function. Therefore, if you have not licensed Quote Processing this section of the dashboard will not be visible. If you have licensed this module you must ensure that the Management Console is configured with a valid P4210 version for quotes. Then, if the user has permissions to either quote orders or quote conversions this section will be visible. This dashboard data is available for only customer type company web accounts.
Returns - A credit order (aka return) is a mechanism used by customers to return merchandise in exchange for their money back. If data is available this section will be displayed.
Account Aging - This section of the dashboard will graphically display the user's AR balances (F03B15) into aging buckets for review. The web account must have permissions to view account balance otherwise this section will not be visible. This dashboard data is available for only customer type company web accounts.
2- Customize Dashboard
3- Dashboard empty state
4- Edit Profile
5- Change Password Modal
6- Default Shipto Selection Modal
7- Edit Bill To
8- Edit Phone Modal
9- Ship To List
10- Add Ship To
11- Edit Ship To
12- Credit Card List
13- Add Credit Card
14- Edit Credit Card
15- Bank Account List
16- Add Bank Account
17- Edit Bank Account
18- Contact List
19- Add Contact
20- Edit Contact
Link to Catalog in Shopping cart compact. This link is used in the continue shopping link that shows the shopping cart in case the website is set to use external catalogs.
Defines if the Companies section is displayed in the Dashboard view. This property is contained under the Account designer option.
Indicates the number of days an announcement will be displayed past its published date. If 0 then all announcements will be displayed.
The new contact's preference in type of mail received. Values can be:
- Informational
- Promotional
- Both
- Order level: the user will either accept or decline the quote in its entirety.
- Detail level: the user can pick and choose which lines from the quote are accepted and which are declined.
Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:
- Yes - Allow and display foreign currency. For customers currency will pull from the customer master. For consumers the currency will pull from the default customer assigned in the Management Console.
- No - Do not allow or display foreign currency
Default Country for new addresses entry. Utilized in Retail Point of Sale in Create Customer, Customers Maintenance – Add Credit Card, Customers Maintenance – Add Shipment, Payment – New Credit Card, and Order – Shipping – Add Shipping. Utilized in Ecommerce in My Account – Ship To’s - Add Ship To, Register, Payments – “Add credit card” and “Add Bank account”, Checkout – One Time Ship To Address, Checkout – Add Ship To Address, Order Status, and Guest Checkout.
Unit of measure display mode. The options are:
- Do not display UOM
- Show UOM as a display only field
- Enable UOM selection by the user
To manage users separated by site in Sitefinity, it is necessary to set up a Membership Provider for each site. Each website must be configured with the corresponding Membership Provider using this setting. The setting maintenance displays the membership providers that exist in Sitefinity.
After creating the provider, you must restart the application by modifying the Sitefinity web.config file or following the steps in the Sitefinity Documentation (https://www.progress.com/documentation/sitefinity-cms/administration-application-restart).
After the application restarts, you will see that the new provider is active.
Beginning with version 7.1 standard Sitefinity Site-Specific Users will be utilized to manage Membership Provider. For more information click here.
You can decide to show/hide product images on your website. When the setting is setup to show images, you must configure the Product Thumbnail Sizes.
This setting affects all widgets except Catalog and Search Results. These widgets have a property in the designer to allow user to configure to Show/ Hide images and to select the image thumbnail size.
- Show Total Products
- Show Total Lines
- Enable user to change the number of records per page
- Show fixed records per page
- No paging
The ERP Item Master (F4101) category code to use. The UDC Code from the category code selected here will be passed into Item Category in Google Analytics.
The ERP Item Master (F4101) category code to use. The UDC Code from the category code selected here will be passed into Item Brand in Google Analytics.
Licenses
- Premier.Payments.WS.CreditCard-CreditCard Payments
- Premier.ECommerce.CMS-PersonalizationProfile
- Premier.Tax.Avatax
- Premier.ECommerce.Order
- Premier.SCMail