Customer Account Features

  • Access account management from Accounts -> Accounts Home on top menu ribbon
  • Manage account data such as: name, password, account type, pricing qualification(s), assigned sales rep, email address, company name and more
  • View account groups
  • Search for an account
  • View transactions for a customer account
  • View promotions used and where used
  • Manage customer loyalty programs
  • View customer sales summary and other metrics per customer account
( and more... )