1. Report that shows how much each store has left in their allowance

Login to website

Go to
Admin > Eshop > Catalogue

Click on People

Then Select "Modify Allowance" from the left menu

You can search by
First Name: 
Last Name: 
Email: 
State (Physical):

Once you have put in your search criteria , Click Search

* Note: it does not allow you to search by username

2. How to find out what the users have ordered

Login to website

Go to
Admin > Eshop > Catalogue

Click on Reports

Then Select "Users with Invoice Orders" from the left menu

Select a Date Range & Click OK

To find the Customers Name

On the Browser Go to Edit > Find on this page  or you can click Ctrl + F

Once the Find msg box is displayed Enter in the Customers Name and click Next until you find the customer your looking for.

3. How to add or deduct an amount from a user's allowance

Login to website

Go to
Admin > Eshop > Catalogue

Click on People

Then Select "Modify Allowance" from the left menu

Search for the user

Once you have found the user tick the check box

To add an allowance

In the Amount to Add ($): field enter the amount

Note: Enter amount without the dollars sign ($)

& enter the Reason for change

Click Update

To deduct an allowance

In the Amount to Add ($): field enter the amount with a negative sign (-)

& enter the Reason for change

Click Update

Note: Enter amount without the dollars sign ($)

4. How to view items a user has ordered

Login to website

Go to
Admin > Eshop > Catalogue

Click on Reports

Then Select "Order Details Reports" from the left menu

Select your date range and click OK

A Spreadsheet will pop up in a new window with the information.

You can search via Company Name to see what a specific store has ordered.

*Note: If you notice the Company Names are blank you will need to go back and edit the user/s to add a company name

To do this

Go to

Admin > Management Tools > Security > Users

Search for user/s

Select User

Click Edit

Select the Company Details folder

Input the Company Name

Click Save

Note: If you are setting up users in CM to access eshop add a company name by following the above instructions.

5. How to change send email address when the customer has exceeded their allowance

Go to:

Admin > Eshop > Admin > Settings > Allowance

In the field "Send Email to this address when the customer has exceeded their allowance" set the preferred email address and click OK.

Done

6. How to check which product ID belongs to which company (If the Company name in the report is blank)

Go to

Admin > Eshop > Admin > Reports

Click on Users with Invoice Orders

Select your date range

Click OK

On the Browser Go to Edit > Find on this page  or you can click Ctrl + F

Search for the Product ID, click OK.

Once you have found the Product ID, above the product ID shows the Company Name.

*Note: If you notice the Company Names are blank you will need to go back and edit the user/s to add a company name

To do this

Go to

Admin > Management Tools > Security > Users

Search for user/s

Select User

Click Edit

Select the Company Details folder

Input the Company Name

Click Save

7. How to change the contact email address

Admin > Eshop

Click on Content tab

Click on Store Information on the left menu

Change contact email and click ok

Done

8. How to use the Negative Allowance Balance Report

Go to: Admin > Eshop > Catalogue

Click on Reports

Click on Negative Allowance Balance

Select the desired month and year

Click ok

A report will display as a spreadsheet.