My Account Interface

introduction when sparklayer is installed on your website, it automatically replaces your website's existing my account area and allows your b2b customers to keep track of key information about their account, track orders and view their order history, manage their address book, quickly re order, and more! you can try our interactive demo by clicking the video below! how it works the my account interface replaces your existing website's my account area with a specially optimised layout it works as an "overlay" and can be accessed on any page by any of the following ways by clicking the account link, typically in the website's header providing this points to the url /account by adding #spark account to the end of a url, e g https //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 by default, orders are listed by the most recent first and each gives a full record of their order activity it's also possible to 'filter' by different order types such as completed orders, or orders that require approval ( company users docid wwfewvjy9xrsuncqlfoz ) all orders will display in the order history, with sparklayer giving the customer visibility on their specific status (see below) whether the customer has paid by net payment terms or via online payment, the customer can easily then click the order to see the full details updating the names of order statuses if you'd like to update the names of the order statuses shown, account & addresses docid\ xxiwz30efvbkxnuf3j1g8 order search and filtering from within the my account, customers can click "view all" within recent activity to see all orders they've placed it's possible to filter orders by search times as well as time periods, giving an easy way to track orders filter details search customers can search by order id purchase order number address (first line, second line, city, zip) date customers can filter orders by year time period (within a 365 day period) order details please note by default, sparklayer will only show completed orders within the my account orders that are in draft (or pending) status will not show in the list when a customer views the details of an order, they'll be able to see the following details 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 website admin or 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 shipping tracking if supplied, the shipping tracking number for the order account & addresses docid\ xxiwz30efvbkxnuf3j1g8 offline and archived orders it's 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 please refer to the sparklayer api docid\ lhkqo8t7 a0hargvyfgtt for more details invoices depending on your setup, you can also allow customers to view and download invoices from the order history learn more in credit, net terms, & invoicing docid\ ywm70oquosykooiqb4z4g order status each order has a "status" that represents the overall status of all the packages included in that order for example, you may have an order where half the items are shipped and half are still processing this will show as part shipped you can click on an order to see a list of the packages that are a part of that order and you'll be able to see that status of each individual package you can find a list of the order statuses below and the circumstances when they show order status package statuses processing processing or processing + cancelled shipped shipped cancelled cancelled returned returned part returned returned + processing part shipped shipped + processing varied all other configurations of packages special order statuses sparklayer also supports a range of special order statuses that are "sparklayer specific" these will not correspond to the order statuses within your ecommerce platform order status description awaiting approval a limited customer has submitted an order for approval the main company user has to approve this order awaiting merchant the order has been placed and is in a "draft" status, waiting for the merchant to accept the order by turning it into a completed order it's also possible to do this automatically via the settings docid\ gznstztqcrfflfzstaw0n when a purchase is internal to sparklayer, it will use an internal id this is the case for purchases that are not in shopify, e g orders for approval, and quotes you can customise this id to have a prefix and/or postfix by default, the prefix is #p this can be modified here archived the order has been archived for example, if a user cancels an order for approval before it is approved, it will become archived re ordering the re ordering feature on sparklayer is a powerful feature that lets customers quickly "duplicate" their previous orders or products ordered on any order detail page, the re ordering button can be accessed 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 customers can also individually re order specific products by clicking the "order again" button it's also possible to add products from an entire time period in our my account interface docid\ lqxani7ivdqna09d9soap please note 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 my cart interface docid\ efevur a3ycjxuhvrr7t , 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 my cart interface docid\ efevur a3ycjxuhvrr7t updated date the last time the saved shopping list was updated (typically when it was created) actions there are two options to choose from add items to exiting cart this will add the shopping list items on top of any items already in the cart create new cart this will remove any existing items in teh cart and add the shopping list items on top reports the my account interface includes a variety of built in report tools that give your b2b customers visibility on key activities within their account from within the reports, customers can filter by time period and perform actions such as quickly re ordering to rapidly place new orders available reports currently include the following report details purchase history by time period this report gives customers a breakdown of all products they've purchased over a period of time (e g by quarter, by month, by week) in a matter of clicks, they can re order an entire range of products and then proceed through the checkout to complete their order it's a great way to allow your customers to more rapidly repeat order and easily see products they've purchased from your store please note the following limitations for the available reports limitation details time period it is currently only possible to show the most recent 4 periods for a selected time range products it is currently only possible to show a maximum of 100 products for a time period address book sparklayer is able to display available customer addresses both within the my account interface and the my cart interface docid\ efevur a3ycjxuhvrr7t these addresses are either fed through directly from your website admin or from your backend system (via the sparklayer api docid\ lhkqo8t7 a0hargvyfgtt ) 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 then be selected during the checkout process in the my cart interface docid\ efevur a3ycjxuhvrr7t sparklayer also supports full address editing and adding, allowing customers to manage their online address book within the my account interface, customers can simply click the icons next to each address to edit, delete an address, or add a new one customising addresses address management is enabled by default to see available configurations for addresses, please refer to account & addresses docid\ xxiwz30efvbkxnuf3j1g8 account information the my account interface can also display a summary of the customer's information such as their email address, name, company name, and financial details (such as credit, net terms, & invoicing docid\ ywm70oquosykooiqb4z4g ) this information is taken directly from the customer's details within your website admin or directly from your backend system (via the sparklayer api docid\ lhkqo8t7 a0hargvyfgtt ) if you have credit, net terms, & invoicing docid\ ywm70oquosykooiqb4z4g set up but you'd prefer to hide the "financials" section, you can do this by adding the following setting within your frontend integration guide docid\ qwxsym9x5 pviogutekcp updating the display you can update the default display by adding code to your frontend integration guide docid\ qwxsym9x5 pviogutekcp frontend integration guide docid\ qwxsym9x5 pviogutekcp about how to update display settings on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / display { hidefinancials true, / other settings should show below / }, / end of code / adding custom fields you can also add custom fields to the my details screen (such as website address, sales agent contact, etc) learn more about this account & addresses docid\ xxiwz30efvbkxnuf3j1g8 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 in company users docid wwfewvjy9xrsuncqlfoz quick links to view orders sparklayer has built in functionality that can optionally 'auto redirect' a customer or sales agent directly to their order or quote details, simply by clicking a link this is useful in the following scenarios item details company users you're using the company users docid wwfewvjy9xrsuncqlfoz "limited user" functionality that allows the main user to view and approve an order via an email quoting engine you're using the sparklayer quoting engine docid 8a4opninduyfs3pup tuo and your customers and/or sales agents are accessing a quote via an email sales activity you're accessing sparklayer dashboard sales activity docid\ z3bxnioom5g6yetty8pzj area and want to view the details of the order or quote to enable this feature, you'll need to add a special script to your website within your shopify store, go to online store , click themes and edit the code of your live store within the closing \</head> tag, add the following javascript theme liquid within your website code, before the closing \</head> tag, add the following javascript theme liquid please note the following this should code should be added and available to all users of your store (whether they are signed in or not) if a customer or sales agent is already logged into your store, they will automatically be directed to their order (regardless of whether this script is added) re ordering and hiding sections if you'd prefer to change the order or hide sections within the my account area, you can customise this using special code that's added to your frontend integration guide docid\ qwxsym9x5 pviogutekcp for example, you may want the customer's "addresses" to be higher up on the page, or want to move the "my details" section further down to get started, you'll need to add the following code to the display section of the sparklayer core script display { sectionconfiguration { 'my account' { order \[ 'recent activity', 'shopping lists', 'my details', 'reports', 'address book', 'company users', ], hide \[ ], }, }, }, name details spark slot my account if you're using custom slots ("targets") docid\ l 2oohjiy rax2chbmgp2 , you can reference this in your ordering recent activity the customer's order history shopping lists the customer's shopping lists my details the customer's detail summary reports the customer's purchasing history reports address book the customer's address book company user company users docid wwfewvjy9xrsuncqlfoz within the account (if enabled) in addition to this, you can also hide sections you don't want to show by updating the below code in this example, the reports, address book, and company users sections are hidden display { sectionconfiguration { 'my account' { order \[ 'recent activity', 'shopping lists', 'my details', 'reports', 'address book', 'company users', ], hide \[ 'reports', 'address book', 'company users', ], }, }, }, showing custom content (using "slots") custom slots (or "targets") allow you to enhance the sparklayer my account interface by adding your own custom code in predefined areas you can learn more in our custom slots ("targets") docid\ l 2oohjiy rax2chbmgp2 the my account url redirect when a logged in customer accesses your website's existing my account area (e g /account ), it will redirect them to the sparklayer my account interface instead if you'd prefer, you can change the default handling and set a custom url to redirect b2b customers to once they log in you can do this by updating the sparklayer core script on your website account & addresses docid\ xxiwz30efvbkxnuf3j1g8 configurations sparklayer supports a wide range of configurations you can apply to the frontend interfaces docid\ ccz1vnh0o6d 722w35xpa please see our configurations docid\ sbeaoacq a7ffbtatx8bd on what's possible!