Features (Type) | Your Staff (Support User) |
Your Staff (Administrators) |
Your Staff (Users) |
Your Customers (Customer) |
---|---|---|---|---|
View a dashboard providing top-level account overview | ✓ | ✓ | ✓ | ✓ |
View Order history with drill-down to line level | ✓ | ✓ | ✓ | ✓ |
Hyperlink to courier service for consignment tracking** | ✓ | ✓ | ✓ | ✓ |
View history of Invoices and Credits | ✓ | ✓ | ✓ | ✓ |
Download PDF copies of Invoices and Credit Notes, Statements and Remittances* | ✓ | ✓ | ✓ | ✓ |
View history of Statements | ✓ | ✓ | ✓ | ✓ |
Download PDF copies of Statements* | ✓ | ✓ | ✓ | ✓ |
Place orders | ✓ | ✓ | ✓ | ✓ |
View Stock | ✓ | ✓ | ✓ | ✓ |
See carousel of pop-up promotions at sign on | ✓ | |||
Option to view all Sage Sales Ledger Accounts | ✓ | ✓ | ✓ | |
Option to view multiple/assigned Accounts | ✓ | ✓ | ||
View Customer sign-in history | ✓ | ✓ | ||
Browse stock items and edit photos/dimensions | ✓ | ✓ | ✓ | |
Import and manage pop-up graphics | ✓ | ✓ | ✓ | |
Assign specific pop-up graphics to specific accounts | ✓ | ✓ | ✓ | |
Theme changes | ✓ | |||
Site Administration | ✓ | |||
Receive enquiry email relating to an order | ✓ | ✓ | ✓ | |
Receive email notification confirming a new user has registered | ✓ | ✓ | ||
Enable, modify or delete users | ✓ | ✓ |
* Must have Spindle Document Management to use this functionality.
** Must have courier integration in place to use this functionality.