Xonca Users

There are two kinds of User roles — the Customer role is for the customers that purchase items in your e-commerce storefront, and the Administrator role is for administrators of the e-commerce system. Users assigned the role of Administrator have access to the administration console of the e-commerce system, and can check orders, create categories and products, etc. Administrators and customer users may be added at any time.

CAUTION: Be careful when creating user accounts to give Administrator roles to only the individuals that you want to have access to the administrative functions of your e-commerce system.

Customer users are created automatically when a customer completes the checkout process in your e-commerce storefront. The Customer user can elect to have multiple billing and shipping information stored in the checkout process to expedite future shopping checkouts, and have access to log in while browsing in the storefront to view past orders and maintain their shipping and billing addresses. You, as an administrator, can also create user records for Customers and create/edit billing and shipping records. However, customer log-in or account creation is not required for purchase.

ADDING NEW USERS

Administrators can add users and assign price levels (tiers) at any time.

Log-in to the administration area of your store. NOTE: Fields with an orange bar at the end are REQUIRED fields — you must enter something.

Click USER.
Click ADD USER. Tab or Click from field to field and enter the following information for users:

  • FIRST NAME
  • LAST NAME
  • EMAIL ADDRESS
  • ALTERNATE EMAIL ADDRESS
  • SET PASSWORD (you may enter a password, or if you leave this field blank and a password will automatically generate)
  • ROLE (drop-down box) Select CUSTOMER or ADMINISTRATOR. CAUTION: Be careful when creating user accounts to only give Administrator roles to the individuals that you want to have access to the administrative functions of your e-commerce system.
  • PRICE TIER (drop-down box) Select BASE PRICE, WHOLESALER, ETC.
  • COMPANY NAME
  • ADDRESS
  • CITY
  • STATE (drop-down box)
  • ZIP
  • DAY PHONE
  • EVENING PHONE
  • MOBILE (CELL) PHONE
  • FAX
  • TAXABLE (drop-down box) Select YES/NO
  • SALES TAX ID (for non-taxable entities such as non-profits or resellers)
  • ACCOUNT ORDERING (drop-down box).  Select YES if you want to give customer the ability to order and checkout without paying at the time of purchase.
  • STATUS (drop-down box) Select ACTIVE/INACTIVE
  • TIME ZONE (drop-down box –- defaults to central time zone)
  • EMAIL PASSWORD (Yes/No) (Clicking Yes will email customers with updates on their order.)

Click SUBMIT.

SEARCHING FOR EXISTING USERS

Retrieve all users by utilizing the default criteria (any) info and simply Clicking SUBMIT.  You will notice all users display in alphabetical order in the users list with the following Icons following their name: EDIT, BILLING, SHIPPING, ORDERS, DELETE. You may need to utilize the next page arrows at the bottom of the screen for larger lists.  BE ADVISED:  If you have large customer user lists, retrieving all users may take a few minutes and it may be better to utilize some search criteria.

You can also use any of the fields to search for existing customers — ROLE, PRICE TIER, STATE OR BY NAME.  Any part of the individual’s name or email address can be used for search.

EDITING / DELETING USERS

Each user is displayed alphabetically in the users list with the following Icons following their name: EDIT, BILLING, SHIPPING, ORDERS, DELETE.

To EDIT USERS: Search for the User, or in the list of USERS, Click EDIT next to the desired user. Tab or Click from field to field making desired changes.
Click SUBMIT.

To DELETE USERS:  Search for the User, or in the list of USERS, Click DELETE next to the desired user. It will ask you if you are sure you want to delete the User. Click OK to delete or CANCEL to Not.

ADDING / UPDATING USER BILLING INFORMATION

Click USER.
Search for the USER, or in the list of users, locate the user for which you want to add BILLING information.
Click BILLING next to their name.
Tab or Click from field to field and enter the desired BILLING information for the user.
Click SUBMIT. NOTE: You will notice that DEFAULT appears next to the BILLING address that you just entered. If you choose to enter a second billing address (such as one for home, one for office), you can go back and forth between the two addresses selecting the location you want to designate as the “default” address by simply clicking MAKE DEFAULT.

To EDIT BILLING information for the user: Click USER. Search for user, or in the list of users, locate the user for which you want to add BILLING information.
Click BILLING next to their name. Tab or Click from field to field and enter or change the desired BILLING information for the user.
Click SUBMIT.

ADDING / UPDATING USER SHIPPING INFORMATION

Click USER.
Search for the USER, or In the list of users, locate the user for which you want to add billing information.
Click SHIPPING next to their name.
Tab or Click from field to field and enter the desired SHIPPING information for the user.
Click SUBMIT. Note: You will notice that DEFAULT appears next to the shipping address that you just entered. If you choose to enter a second shipping address (such as one for home, one for office), you can go back and forth between the two addresses selecting the location you want to designate as the “default” address by simply clicking MAKE DEFAULT.

To EDIT SHIPPING information for the user:  Click USER. Search for user, or in the list of users, locate the user for which you want to add SHIPPING information.
Click SHIPPING next to their name. Tab or Click from field to field and enter or change the desired SHIPPING information for the user.
Click SUBMIT.

VIEWING USER ORDERS IN THE “USER” AREA

Click USER.
Search for the User, or in the list of users, locate the user for which you want to view their orders. Click ORDERS next to their name. All orders associated with this user will display separated by STATUS: NEW, IN PROCESS, SHIPPED.

Orders are also displayed in chronological order within each of these three groups. Within each category, the following information is displayed:

  • ORDER NUMBER
  • DATE
  • NAME
  • PAYMENT TYPE
  • TOTAL
  • ICONS FOR VIEW AND DELETE

This area is meant for a quick “reference” of individual orders.  For detailed information on viewing orders, view the ORDER documentation.

USER SCREEN EXAMPLE

Purchasing customers can be automatically setup as users in the system so that they can view orders, manage address, etc.

When you are finished updating your e-commerce store, be sure to log-out.