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My Account Interface

Introduction

You can test the My Account Interface on our SparkLayer Demo Store
The SparkLayer My Account Interface allows your wholesale customers to keep track of key information about their account, including their order history and address book, as well as the ability to quickly re-order.
Just as with the Quick Order Interface, the customer can access this information from anywhere on your website just by clicking the tab within the 'Overlay'.
Useful tip: if you would like to show the My Account Interface on page load, you can do so by adding#spark-accountto the end of the URL, e.g.
www.yourstore.com/#spark-account

Order History

Each time a customer places an order on your website via SparkLayer, this is then saved within their order history in the My Account area. By default, orders are listed by the most recent first and each gives a full record of their order activity.
On the order detail page, customers can see:
Item
Details
Order Number
An order reference ID that will match that stored in your backend systems
Order Date
The date the order was placed
Status
The order status, e.g. Processing, Shipped, Cancelled based on order status details sent from your backend system
Payment method
The payment method used to pay for the order, e.g. Pay on Account
Address
The address the order is being shipped to
Products
A summary of all products ordered, organised by order status
Totals
The order totals including tax and shipping
Accessing and displaying order history data will depend on your technical set up and, for platforms such as Shopify, order history will automatically display each time an order is placed by a customer.
Looking to import historic orders? It's also possible to import previous order history into SparkLayer if you're in the process of migrating. Learn more

Offline orders

It's also possible to display offline orders within SparkLayer. For example, customers may place orders via your website or over the phone and you want them to be able to view a centralised overview of their entire order history. If you're looking to enable offline orders, the SparkLayer API allows full order entry and you can learn more here.

Re-ordering

The re-ordering feature on SparkLayer is a useful feature that lets customers quickly 'duplicate' their previous orders.
On any order detail page, the re-ordering button can be access on the top right giving the customer two options:
Option
Details
Add items as new order
This will replace and remove the existing Quick Order contents with the products in the order
Add items to existing order
This will update the existing Quick Order contents with the products in the order
If products aren't available (e.g. out of stock), these products will not be automatically added unless rules have been configured to allow the ordering of unavailable items.

Shopping Lists

The saved shopping lists feature in SparkLayer is a great way for customers to be able to quickly re-order items they've previously saved. For example, they may have a specific range of products they always order from you or they want to create a 'favourites' list to come back to.
Each time a shopping list is saved from the Quick Order Interface, these will appear in the main My Account area. The interface includes the following items:
Item
Details
Name
This is the name the customer gives the shopping list from the Quick Order Interface
Updated date
The last time the saved shopping list was updated (typically when it was created)
Actions
'Load' will replace the contents of their order with all items in their saved shopping list . There is also an option to delete a shopping list

Address book

SparkLayer is able to display available customer addresses both within the My Account Interface and the Quick Order Interface. These addresses are either fed through directly from the Shopify Customer records or from your backend system (via the SparkLayer API)
The address book interface includes:
Item
Details
Default Billing
The default billing address used for orders
Default Shipping
The default shipping address used for orders
Other Addresses
A list of all other available addresses which haven't been set as 'Default'
Any available address can be selected during the ordering process.

Adding and editing addresses

SparkLayer supports full address editing and adding, allowing customers to manage their online address book. With the My Account interface, customers can simply click the icons next to each address to edit or delete an entry or add a new one.
Please note: Address management is enabled by default. If you'd prefer customers to not be able to edit or add addresses, you can turn that off via the SparkLayer Dashboard. Learn more about how this works

Company Users

Company Users is a powerful feature of SparkLayer that allows companies to create "teams" of users that can share specific actions within their account. Sometimes referred to as "company roles" or "sub accounts", this feature is designed to optimise company B2B purchasing and account management. Learn more here