Enterpristore provides a comprehensive suite of features for customers to manage their accounts and access support resources, fostering loyalty and engagement.
My Accounts - Customer Portal - Account and Service Features
Core Platform Capabilities:
- Comprehensive Account Management – Real-time financial dashboards with detailed balance tracking, historical analysis, and visual sales analytics
- Sophisticated User Management – Hierarchical access controls for Master Users, Regional Managers, and Local Branch Managers with granular privileges for ordering, invoicing, and inventory management
- Seamless Quote & Invoice Tracking – Integrated payment processing (ACH/Credit Card), real-time order tracking, and automated document management synchronized with ERP systems
- Advanced Ecommerce Tools – Personalized shopping lists, loyalty programs, catalog quick ordering, customer feedback systems, and comprehensive support integration through Zendesk and Max Recall
- Robust Analytics Dashboard – Detailed performance metrics including monthly sales analysis, customer statistics, order history, and configurable reporting across multiple timeframes
- Intelligent Shopping Features – Recently viewed products, buy-it-again functionality, saved carts, and AI-driven product recommendations
- Integrated Business Solution – Streamlines operations by combining financial management, user administration, order processing, and business intelligence into a single, user-friendly portal
Main Page View
This is the central hub where users can get a quick overview of their account status and activity at a glance.
Account Balance Summary: A detailed breakdown of the user’s financial status.
- COD Balance
- Unapplied Cash
- Misc Credits
- Service Charges
- Future Invoice Balance
- Aging Balances (e.g., 0-30 days, 31-60 days, etc.)
Customer Information: Displays key account details.
- Company Name
- Contact Information (Email, First Name, Last Name, Phone)
- Default Billing Address
- Default Shipping Address
Quick Lookups: Fast access to recent and relevant product information.
- Recently Viewed Products
- Recently Ordered Products
- Frequently Bought Products
Snapshot Graphs: Visual summaries of purchasing behavior.
- Monthly Sales Overview
- Top 10 Purchased Categories
- Top 10 Purchased Products
User Management
Tools for master account holders to manage sub-accounts, users, and their specific permissions on the platform.
User Hierarchy:
- User Tiers: Create different levels of access (e.g., Master User, Regional Manager, Local Branch Manager).
- Sub-Accounts: Manage accounts for different branches or departments.
User Administration:
- Add, delete, and edit user profiles.
- Manage and assign user privileges.
Contact Information Management:
- Update key user details like Email, Password, Position, Phone Number, and more.
Address Management:
- Control access to Billing, Shipping, and Mailing addresses, making them available, editable, or restricted as needed.
User Privileges: Granular control over what each user can do.
- Place Orders and Quotes
- View and Print Invoices
- View Order Status & History
- Access Saved Carts
- Manage Personal & Shared Lists
- View Company-Specific Pricing
- Check Inventory Levels
- Set Daily Spending Limits
View Quotes and Invoices
A dedicated section for accessing, tracking, and managing all financial documents and order history.
Order & Quote Status:
- Open Quotes: View and manage all outstanding quotes.
- Open Invoices: See all current, unpaid invoices.
- Paid Invoices: Access a complete history of paid invoices.
- Order Activity Tracking: Check the real-time status of any order and track shipments.
Invoice Details & Actions:
- Line Item View: Drill down into each invoice to see details for every line item (Item #, Quantity, Price, etc.).
- Online Payments: Select and pay invoices directly via ACH or Credit Card.
- Quick Reorder: Easily reorder items from a past invoice.
- Document Retrieval: Save invoices as PDFs, print directly, or retrieve original invoice PDFs from the ERP system.
Ecommerce Tools
A collection of powerful features designed to streamline the purchasing process and enhance the user’s shopping experience.
Shopping & Ordering:
- Catalog Quick Order: Quickly add items to the cart by entering SKUs.
- Buy It Again: Instantly access a list of previously purchased products for easy reordering.
- Saved Carts: Save a shopping cart to complete the purchase at a later time.
- Recent History: Shows the browsing history of products viewed
- Category / Product Listing: Browse the full catalog of categories and products.
List Management:
- Shopping Lists: Create, manage, and share multiple product lists for different projects or needs.
- Wish Lists / Save For Later: Save products for future consideration. Users can be notified during checkout about these items.
Customer Engagement & Support:
- Request a Quote: Formally request custom pricing for specific or large orders.
- Feedback & Surveys: Submit feedback or participate in customer surveys.
- Support Tickets: Submit and view support requests through a Zendesk integration.
Integrations & Resources:
- Max Recall: A third-party integration for advanced document retrieval.
- Our Catalog: A direct link to the Warehouse Guide for advanced product searching.
User Dashboard
Provides in-depth analytics and reporting tools for a comprehensive look at account activity and sales data.
Sales Performance Graphs & Tables:
- Monthly Sales Summary: A detailed table showing monthly statistics like total orders, average daily orders, net sales, shipping, gross sales, and average order value.
Customer Statistics:
- View key metrics for the current month or year.
- Filter statistics based on order status.
- Metrics include: Total number of orders, total sales (incl. tax), total shipping, total taxes, and average basket size.
Reporting Tools:
- Sales Summary Report: Generate reports by year, month, or week, showing orders, items, revenue, and shipping costs.
- Individual Order Lookup: Search for and view the complete details of any single ecommerce transaction.