Customer Accounts

Customer Accounts

Customer accounts are created on websites, in a cash register, or in the admin and can be retail or wholesale. A rich variety of information is stored in each account, along with customizable fields. Searchable workflow steps are used for accounts needing approval. You decide for each type of account what your requirements are, and for what channels an account is valid. Quickly search through hundreds of thousands of accounts, merge accounts, add anonymous orders to them, export selected accounts, and much more...

Sales Reps

Sales Reps

Need to assign Customer Accounts and Orders to Sales Reps for Commission purposes? Or provide a custom Shopping Cart just for your Sales Reps? Silver Earth can manage that for you. Assign sales reps to one or more regions. Search for and view reports of commissions paid and due. Set tiered commission structures, and override commission rates for specific products.

Account Groups

Account Groups

Need pricing promotions or specific catalogs only available to specific customer groups? Or have the same Promotion code be applied differently for your VIP customer list? Silver Earth’s Account Groups make that a breeze.

Account Products

Account Products

Do you have a service for which you want to collect a one time and/or recurring fee? Do you have services that are billed against an account balance by time or a unit of service? Want to make parts of your website only available to paid members? We can handle that.

Credit Line

Credit Line

Want to allow specific customers a credit line? You can set a credit limit and view how much is available on that as well as purchase history. Add early payment discounts as well as late payment fees.

Stored Payment Methods

Stored Payment Methods

Allow customer to store credit card numbers for use with their accounts or enter them yourself in the admin (with an option to hide for website use). All credit card information is double encrypted with individual salt (including in memory), and once entered, only the last 4 digits are ever shown on a website or paperwork.