Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 24

Table of Contents

...

Read the Getting Started section on the main github link above for specific tasks  needed to install the web application.

...

Customer View of Storefronts My Account Customer Portal

The Storefront has a built in ‘My Account’ customer portal.

Image Removed

Portal Sections

The Customer portal is where the customer can:

  1. Profile - Review and modify their stored billing and shipping addresses, and stored credit card information.

  2. Orders - Review previous orders - and also submit customer feedback, if enabled.

  3. Subscription - Review their recurring orders.

  4. Reviews - Post their product reviews.

  5. Rewards - View their Loyalty Points / Cashback, if enabled.

  6. Wishlist - View and manage items they have added to their wish list.

Please note that some of these options require you enabling in order for them to appear int he portal:

...

Decide whether to use Case Management (Customer Feedback)

...

Order History

The Order History page shows the customers orders.

Image Added

There is a search field as well as a drop-down to select the time period for the orders.

...

Info
titleSend Comment to Customer Service

Please note that the customer service email is sent to each of your user logins that has the "Customer Feedback" email notification configured

...

If implemented, the Loyal Program will appear in the my account customer portal main menu. The customer will be able to monitor their Loyalty Reward points accrued based on prior purchases. The Loyal Rewards page will display their current points and points needed for next reward. Available rewards & Loyalty Events will also be displayed.

The process of a customer claiming and using a loyalty reward is:
  1. The customer logs into the "My account, Customer portal"
  2. They click on 'Loyalty Reward' in the My Account menu
  3. They will see a summary of the 'Current Points' and also 'Points needed for next reward'. Available rewards appear just below the points summary section.
  4. If there are available rewards appearing, the customer will click the 'Claim Reward' button.
  5. The claimed reward will appear in in the next section 'Claimed Rewards'
  6. The customer can begin the shopping with the coupon by clicking on either the coupon description or coupon code (they are both hyperlinked), which will apply the coupon to the cart for immediate shopping/redemption. (Alternatively, they can copy the copde and enter it into the apply coupon field in the shopping cart checkout.)


WiSh List

If implemented, Wish List section will appear in the my account customer portal main menu.

...