My Account Module

SmithCart > Modules

SmithCart comes standard with a module titled the “My Accounts” module. The My Accounts module allows the user to login and view their order history. The My Accounts will only display orders if a user is logged in and has previously purchased from your store. The My Accounts module can be added to a portal page that only registered users can access or any public page in your portal.  It also allows includes a printable PDF invoice.

Contents

My Account Settings

The first thing you need to do after adding the My Accounts module to a page is to configure the module settings. To configure the My Account module settings, hover your mouse over the gear icon in the upper corner of the My Account module container and choose “Settings”.

 

Buy Now Page Name – Select the page where you have added the BuyNow module. This tells the My Accounts module which page to navigate to when the user clicks continue shopping or add to cart.

Login Page URL (Optional) - Enter the URL to a custom login page you have setup.  If you are using the default DNN login do not enter anything in this textbox.

Button Theme -Select the button theme you would like.

 

 

The check boxes above allow you to show and hide different tabs displayed to the user.

 

Pay Now Button – Select the radio button option to show or hide the pay now button.  If you choose to show the pay now button, it will only be displayed to users who have an open balance on their order.  

Show Web Service Field – When this is checked, the My Account module it will display the web service data that was saved to the database on checkout complete from the web service event

Hide Ship To Information – Check this box if you want to hide the display of the shipping fields in the My Accounts module. The hide ship to information will typically be checked if you only sell soft goods in your store and your customer does not have shipping information.

Hide Download Link – Check this box to hide the download link in the My Accounts module. The download link is used by the user to download soft goods like software.

Hide Invoice Link – Check this box to hide the invoice link in the My Accounts module.

 

Pay Now Button – Select the radio button option to show or hide the pay now button.  If you choose to show the pay now button, it will only be displayed to users who have an open balance on their invoice.  The My Invoices tab requires that you have the Smith Billing Manager installed.  

 

 

The payment setup section only applies if you have enabled the "Pay Now" button on either the My Orders tab or the My Invoices tab.

Payment Methods - The payment methods list box allows you to select which payment methods you want to allow users to pay with when paying open balances using the my accounts module.

Payment Message - Allows you to display a message to the user on the payment form.

 

The profile setup section allows you to configure up to 5 custom check boxes on the My Profile tab.  These fields are integrated with the DNN profile so when a user saves his profile using the My Accounts module, their DNN  profile will be updated also.  This gives the user one place to go to view their orders and profile.

 

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My Orders Tab

 

The My Orders tab of the My Accounts module users go to view their orders, subscriptions, invoices, wallet, address book and manage their profile.

 

When a user clicks the “Order ID” link next to their order, the order detail and payment history is displayed as follows:

 

To print an invoice, check the box next to the orders and click the “Print Invoice” button and a PDF of orders will be displayed to the user in a popup window.  Before you try printing an invoice make sure you configure your invoice templates first.

Pay Now – In order for the Pay Now button to be displayed you have to enable it in the module settings as described above.  The Pay Now will only be displayed for orders that have an open balance.

When customer completes payment on the order the cart will send the following email confirmations:

  • All manufacturers for all products ordered
  • Customer
  • Store admin

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My Subscriptions Tab

The “My Subscriptions” tab will allow users to manage multiple subscriptions.

Please see the following screen shot of the “My Subscriptions” tab:

 
 
 
The My Subscriptions tab allows users to change credit card information on their recurring subscriptions.  To edit the credit card on a subscription click the "Edit" button next to the subscription and you will see the following popup:
 
 
 

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My Addreess Book Tab

The “My Address Book” tab will allow users to manage multiple shipping addresses.

Please see the following screen shot of the “My Address Book” tab:

 
 
 

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My Wallet Tab

 

The “My Wallet” tab will allow users to manage multiple payment methods.

Please see the following screen shot of the “My Wallet” tab:

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My Gift Cards Tab

 

The “My Gift Card” tab will allow users to manage their Gift Cards.

Please see the following screen shot of the “My Gift Cards” tab:

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