SYNNEX e-Storefront Help

SYNNE e-Storefront Help

How to Approve an End-Customer Login/Account Request

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The following instructions are for eStorefront configured for end-customers to create an account that you must approve first BEFORE they can login and start shopping.

  • Why would you want to set up an eStorefront like this?
    To control who can buy from your eStorefront

(Note: this “approve before shopping” setting is found on the Storefront Profile page, under General Options: User need admin to approve).

To set up specific end-customer pricing on their account first before they login:

  1. Login to your eStorefront Admin page.
  2. Go to My Storefront > Enduser Listing
  3. Click the Create a new end user link and enter the required fields and click ‘Submit’ Do you do not need to select a Contact Type.
  4. Navigate back to the Enduser Listing and find the enduser account you just created.
  5. Click ‘Login As‘ beside the enduser location you want to add a login to
  6. On the new layout that displays, go to Account > User Administration
    (note the name of the page you land on: Create User Login)
    Click the ‘Add‘ button
  7. If the person’s name is in the first radio button pulldown list, select them in that list.
    If their name isn’t listed, click the second radio button (Add new Contact)
  8. From either radio button option, enter the required info, a User ID, and the permissions you want the enduser to have
    For the User ID, use something like their first and last names.
    Under User Rights, click the Select All box.
    Now click the ‘Submit‘ button
  9. Log out as this end-customer by clicking the ‘Back to Login as Reseller Store Admin)‘ link near the top of the page.

Our system will send an email to the end-customer stating they now have an account. There’s a link in that email for the user to enter a password.

Once they create their password, they will be able to login and shop.

How to Change Customer-Facing Logos

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  1. Log into the Administrative section of your eStorefront
  2. Once logged in, go to My Storefront > Storefront Template
  3. Go to step 2 – Upload Logo
  4. In the left-hand column, click the red x next to the logo you want to remove
  5. Now click the Choose File button and select the logo you want to upload
  6. Click the Upload button at the bottom-left of that section
  7. Click the Next button under the 2 – Upload Logo button
  8. Now you’re on the Step 3 Store Access Control page; under the Your preferred site name section, click the Publish button.
  9. Now your uploaded logo will appear to your end-customers.

How to reset an end-customer’s password

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At times, your shoppers will forget their eStorefront password.

The easiest way to fix that is for them to fix it is to reset it. Have them go to the login page of your eStorefront and click the Forgot your Password link on the page.

When they do that, they will see a section for them to enter their email address and click Go.

After Go is clicked, they’ll receive an email from you asking them to click a link in the email to reset their password.

You can do this also, on the login page: just enter the user’s email address and click Go.

Obviously this will only work if they have an account they have either set up for themselves, or you have set up for them.

You CAN reset their password by logging into the Administrative section and going to:

  • My Storefront > Enduser Accounts,
  • click the Login As link beside their name/business name
  • then going to Account > User Administration,
  • in the Edit User section, selecting their name from the pulldown menu, and
  • clicking the Reset Password checkbox and clicking Submit.

This longer process will also send the user a password reset email with a link to reset it.

How to create an end-customer login

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In the Enduser Listing, page, there’s an option to create a new end-customer location AND a new end-customer contact at any location.

But these options don’t create a login for that person…they just create a contact entry.

So how do you create an new end-customer login (thereby creating an account and a contact entry)?
Here’s how:
Login to your eStorefront Admin page.
  1. Go to My Storefront > Enduser Listing:
  2. Click ‘Login As‘ beside the enduser location you want to add a login to
  3. On the new layout that displays, go to Account > User Administration
    (note the name of the page you land on: Create User Login)
  4. Click the ‘Add‘ button
  5. If the person’s name is in the first radio button pulldown list, select them in that list.
    If their name isn’t listed, click the second radio button (Add new Contact)
  6. From either radio button option, enter the required info, a User ID, and the permissions you want the enduser to have
    For the User ID, use something like their first and last names.
  7. Under User Rights, click the Select All box.
  8. Now click the ‘Submit‘ button
  9. Log out as this end-customer by clicking the ‘Back to Login as Reseller Store Admin)‘ link near the top of the page.
Our system will send an email to the end-customer stating they now have an account. There’s a link in that email for the user to enter a password.
Also, make sure to tell them their login works only at your estorefrontmall.com login page.

How to Enter Your Own End-Customer Reference Numbers

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As of today, you can assign your end-customer reference numbers into your eStorefront.
So if you want to take your system’s customer number and save that into our system, you can!
  • Login to your store,
  • Go to My Storefront > Enduser Accounts,
  • Pick the end-customer by clicking ‘Edit’,
  • Enter your reference number in the Your Ref # field provided
    (the number can be a mix of letters and numbers).and
  • click the ‘Update’ button.
The number you entered displays in the Enduser Accounts page.
You can sort the page by that number also.
If your store is set up for you to approve each order you’ll see your customer reference numbers in the order checkout page.
Enjoy!

How to assign HP Big Deal numbers to end-customers

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Login via your eStorefront Admin url.

From the navigation menu, go to My Storefront > Enduser Accounts

Select the Enduser account by clicking ‘Edit‘.

On the page you’re looking at, you will see a HP Bid Dealfield

Enter the Big Deal number(s). Separate each with a comma.

Now click the ‘Update‘ button at the bottom of the page.

Contact your account rep to make sure those end-customer Big Deal numbers are assigned to your eStorefront account.

You’re done!

How to Create an End-Customer Account

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At times you may need to create an end-customer account.

Here’s how to create that account:

Login via your eStorefront Admin url.

From the navigation menu, go to My Storefront > Enduser Accounts

Click the ‘Create a new end user’ link.

  • Enter the information in these fields:
  • Company Name (If not a company, enter the person’s first/last
    name)
  • Location Name (this is auto-populated by the Company
    name, but you can change it if you wish)
  • Street Address
  • City
  • State/Province
  • Zip/Postal Code
  • Contact Name
  • Phone
  • Email

Finally, click the Submit button.

You’ll be taken back to the Enduser Account page.

Underneath the End User Name there’s an End User number.

(Note there isn’t any Billing Info because they haven’t submitted an order with a billing address yet.)

Now let your customer know they have an account: ask them to click the Forgot your password link so they
can create their own password.

You’re done!