This page provides Business administrators a user guide for the Customers (User) microservice for the Infosys Equinox platform.

Page Contents

Getting Started

Accessing the Customers Console by an Admin User

Overview

The Customers (User) microservice (“Customers”) allows Consumers to register and manage their accounts, an admin to create and manage customer accounts, and Customer Service Representatives (CSRs) to manage customer accounts. As with all microservices in the Infosys Equinox solution, Customers are associated with a store managed through the Store microservice.

For a detailed overview of the Customers (User) microservice, see the Customers (User) Microservice Overview.

Service Glossary

  • Admin – creates and manages customers’ accounts.
  • Business – the parent of a store or set of stores. The basic use of a business is to manage common sets of users, catalogs, and other services for the stores associated with the business.
  • Channel Type – Allows a CSR Admin to place the order via any one of the channels such as Web, Phone, or Walk in Center. The channel type is configured in the store properties in the Foundation Admin console.
  • Customer – consumer or buyer on the Business’ storefront or retail website.
  • CSR User – manages customer accounts. CSR stands for Customer Service Representative.
  • GDPR – stands for General Data Protection Regulation, which is a regulation in EU law on Data Protection and Privacy for all individuals within the EU and the European Economic Area (EEA).
  • Omni-channel – a multichannel approach to sales that seeks to provide consumers with a seamless shopping experience, whether shopping online (on a desktop or on a mobile or tablet device), by telephone, or in person at a physical store (https://searchcio.techtarget.com/definition/omnichannel).
  • SSO – means single sign-on, which is an authentication method that allows customers to log in to your business’ storefront by using their login credentials for a third party, like Facebook.
  • Store – represents a specific physical location or online store of a business.
  • Store Manager – associates one price list for each currency supported by a store.
  • Storefront – consumer-facing website that presents products, content, and promotions across multiple channels (i.e. desktop, tablet, and mobile).

Accessing the Customers Admin Console

Getting Started | Manage Customers

The Customer Admin console can be accessed by an Admin user or a CSR user.

To access the Customers Admin console,

  1. Log in to the Foundation server for your business (URL provided by Infosys Equinox). 
  2. Select the required store in the All Stores page.

    Once a store is selected, the StoreOps page appears.

    Note:

    • If a CSR is associated with more than one store, on logging in, they will be redirected to the store listing page.
    • If a CSR is associated with only one store, on logging in, the store operation’s page will be the landing page.
  3. Click Customers in the StoreOps page.

    The All Customers page appears:

Manage Customers

Accessing the Customers Console | Manage Attributes

A Customer Admin or CSR Admin can perform the following functionalities in the Customer Admin console:

Viewing All Customers

In the All Customers page of the Customer Admin console, you can view the list of all customers or details of a particular customer account.

To view a particular customer account,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click a particular customer.

For example, in the customer account, you can view the overview details (name of the customer, email ID, account ID, contact details, etc.) of the customer, address details for the shipment, orders placed details, items available in the cart, payment methods of the customer, earned, redeemed, and expired loyalty point details, and subscribed product details.

Configuring Customer Search

In the All Customers page, you can search for customers and modify the search fields as needed.

Searching for Customers

To search the customers,

  1. Click the First Name, Last Name, Email, Status, and/or Phone Number drop-down list in the header to open an entry field to provide search criteria.
  2. Enter the desired search criteria in the search field, and then click the Go button.
    Note: To reset the search field in the header, click the Reset button.

    The search result is displayed.

Modifying Searchable Fields

You can modify the search criteria by selecting or deselecting the required attributes you want to see in the search results. The search criteria can also include custom attributes. The searchable fields available under the Custom section are created by the customer admin user or CSR as custom attributes, which help to search for customers by these custom attributes. For example, you can search for customers with a specific ZIP code, secondary email, and so on.

To modify the searchable fields,

  1. Click  available at the beginning of the search field.
  2. Select or deselect the items to add or remove the searchable fields in the header.

    The selected searchable fields appear in the header:

    Note: To reset the search field in the header, click the Reset button.

Placing an Order for a Guest User

In the Customer Admin console, as a CSR, you can place an order for a guest user.

To place an order for a guest user,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click the Place Order button.
  3. In the New Order checkout page, select any one of the channel types:
    • Web – Select this option if the order is placed via online.
    • Phone – Select this option if the order is placed via a phone.
    • Walk in Center – Select this option if the customer places the order in a walk-in center:

    Note: The channel type is configured via the store property “orderChannelTypes” in the Foundation Admin Console.

  4. Click the Add PRODUCT button to add the item(s) that is required by the customer:
  5. Select the required SKU.
  6. In the Product Quickview screen, increase or decrease the quantity of the item.
  7. Click the Add to Cart button to add the items to the cart.
    Note: To remove the item in the Item Details section, click the Delete icon.
  8. In the Item Details section, increase or decrease the quantity of the item.
  9. Click  to add pre-defined or custom-defined charges that is associated to a specific charge (for example, Item Convenience fee or Restocking Fees) at the item level. If it is:
    1. custom-defined charges, then add a charge name, add a corresponding charge value which is to be deducted on the item, and click Save.
    2. pre-defined charges, then select Item Convenience fee or Restocking Fees, add a corresponding charge value which is to be deducted on the item, and click Save.
  10. Select any one of the following:
    • Ship It – to ship the item(s) to the specified shipping address.
    • Pick It Up – to pick the items by the customer from a nearby store location. In Select Store, enter a zip code and select a distance such as 25 miles, 50 miles, or 100 miles, and then click Search. In the result page, select a required location.

    Note: If you do not get a location, refine your search by entering another zip code or by selecting another distance.

  11. Select the shipping address to deliver the items to the specified shipping address. This option appears if you have selected Ship It. If not available, click Add Address to add the shipping address details.
  12. Select the required shipping method.
  13. Include other charges at the cart level if applicable, and then click the Add Charge button.
  14. Add loyalty and/or promotion details.
  15. View the order summary, make the payment, and finally submit the order.
    Note: If payment method is not available, click the Add Payment, and add the necessary payment details.

Adding a New Customer

With the Customer Admin console, on behalf of a customer, you can add a customer.

To add a new customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click the Add Customer button.
  3. Add necessary details such as customer name and email ID:
  4. Click the Send Invite button, which triggers an email to the customer to accept the invitation to access the storefront.

Updating a Customer’s Profile

With the Customer Admin console, you can:

Update a Customer Details

To update the existing customer details,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click a particular customer’s account.
  3. Click on the required customer account.
  4. Click  in the Overview section.
  5. Update the fields as required:

    The following table describes the above screen:
    Field Description
    First Name* Update the first name.
    Last Name* Update the last name.
    Email Indicates the unique email ID of the customer. This field cannot be updated.
    Note: This field can be configured to be editable or non-editable, based on business need. You will only be able to edit the field if the collection property has been set to true.
    Gender Update the gender from the drop-down list.
    Phone* Update the contact number.
    Note: This field can be configured to be editable or non-editable, based on business need. You will only be able to edit the field if the collection property has been set to true.
    Change Status

    Update the status from the drop-down list. The possible statuses are:

    • Activate – Indicates the active status of a customer account. This status appears when the customer account is inactive or frozen.
    • Inactive – Indicates the inactive status of a customer account.
    • Freeze – Indicates the frozen status of a customer account. While a customer’s account is in freeze status, NO action should be taken on the account, including sending any communication to the customer.
      Note: To unfreeze the account, the customer must call the business’ customer service team to activate the account.
    Note: The fields marked with asterisk (*) are mandatory. 
  6. Click the Save button.
    Note: To discard the changes, click the Cancel button.

Delete a Customer’s Account

To delete a customer’s account

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click a particular customer’s account.
  3. Click on the required customer account.
  4. Click in the under Overview tab.
  5. Click the Delete button.
  6. Click the Delete button in the Delete modal to confirm the deletion.
    The customer’s account status is changed to DELETED and there is no further action can be performed in this account.

Resetting a Customer’s Password

With Customer Admin console, you can trigger a reset password email of a customer.

To reset a password of a customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click a particular customer’s account.
  3. Click the Reset Password button. An email is triggered to the customer with a link, which allows the customer to reset their password.

Placing Orders via Storefront

The Customers Admin console allows a CSR Admin to place an order on behalf of a customer, which navigates to the storefront.

To place an order via the storefront,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click a particular customer’s account.
  3. Click the Act on Behalf button.

    The storefront appears in the next tab. The CSR can browse the products and place an order on behalf of the customer.

Placing a New Order for a Registered User

A CSR Admin can place a new order on behalf of the registered user from the Customer Admin console itself without a need to navigate to the storefront.

To place a new order by a CSR for a registered user,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. In the customer’s overview page, click the Place Order button:
  4. In the New Order checkout page, select any one of the channel types:
    • Web – Select this option if the order is placed via online.
    • Phone – Select this option if the order is placed via a phone.
    • Walk in Center – Select this option if the customer places the order in a walk-in center:

    Note: The channel type is configured via the store property “orderChannelTypes” in the Foundation Admin Console.

  5. Click the Add PRODUCT button to add the item(s) that is required by the customer:
  6. Select the required SKU.
  7. In the Product Quickview screen, increase or decrease the quantity of the item.
  8. Click the Add to Cart button to add the items to the cart.
    Note: To remove the item in the Item Details section, click the Delete icon.
  9. In the Item Details section, increase or decrease the quantity of the item.
  10. Click  to add pre-defined or custom-defined charges that is associated to a specific charge (for example, Item Convenience fee or Restocking Fees) at the item level. If it is:
    1. custom-defined charges, then add a charge name, add a corresponding charge value which is to be deducted on the item, and click Save.
    2. pre-defined charges, then select Item Convenience fee or Restocking Fees, add a corresponding charge value which is to be deducted on the item, and click Save.
  11. Select any one of the following:
    • Ship It – to ship the item(s) to the specified shipping address.
    • Pick It Up – to pick the items by the customer from a nearby store location. In Select Store, enter a zip code and select a distance such as 25 miles, 50 miles, or 100 miles, and then click Search. In the result page, select a required location.

    Note: If you do not get a location, refine your search by entering another zip code or by selecting another distance.

  12. Select the shipping address to deliver the items to the specified shipping address. This option appears if you have selected Ship It. If not available, click Add Address to add the shipping address details.
  13. Select the required shipping method.
  14. Include other charges at the cart level if applicable, and then click the Add Charge button.
  15. Add loyalty and/or promotion details.
  16. View the order summary, make the payment, and finally submit the order.
    Note: If payment method is not available, click the Add Payment, and add the necessary payment details.

Managing Addresses of a Customer

The added address(es) by the customer appears here. However, as a CSR you can manage address details of a customer. You can add a new address, update, delete the existing address, or set an address to default. Multiple addresses can be stored for a customer account.

Adding a New Address

To add a new address,

  1. Navigate to the Customer Admin console.
  2. Select a particular customer in the All Customers page.
  3. Click Addresses in the left navigation panel.
  4. Click Add New Address, and then add the address details:
  5. While adding an address, the original address and address suggestions appear side-by-side where you can select the appropriate address, and then click the Save button.
  6. And, then click the Save button to save the newly added address.
    Note: To ignore adding the address, click Cancel.

Editing an Address or Setting Your Default Shipping Address

To edit an address detail or to set a default shipping address,

  1. Select a particular customer in the All Customers page.
  2. Click Addresses in the left navigation panel.

    The address(es) that is added to the customer account appears.
  3. To update, identify the address, and click the icon.
  4. Update the address details, mobile phone number, and shipping instructions. This is optional.
  5. Enable the toggle to make the address as default shipping address. Once the shipping address is set to default, it appears for selection automatically in the checkout page while placing an order.
  6. Click the Save button to save the changes.

Deleting an Address

To edit an address detail or to set a default shipping address,

  1. Select a particular customer in the All Customers page.
  2. Click Addresses in the left navigation panel.

    The address(es) that is added to the customer account appears.
  1. Identify the address, and click the icon.
  2. Click the Delete button.
  3. In the confirmation message, click the Delete button.

    The address is deleted.
    Note: To ignore from deleting the address, click the Cancel button in the confirmation message, and then click Cancel again.

Viewing Cart Details of a Customer

To update the status of the customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. In the left navigation, click the Cart tab to view the cart details.

Managing Payment Methods of a Customer

The added payment methods by the customer appears here. However, as a CSR you can add a new payment method or remove the existing payment card. Multiple payment methods can be stored for a customer account.

Adding a New Payment Method

To add a new payment method,

  1. Navigate to the Customer Admin console.
  2. Select a particular customer in the All Customers page.
  3. Click Payment in the left navigation panel.
  4. Click Add New Payment Method.
  5. Select Credit Card or Debit Card.
  6. Add the necessary payment and billing address details.
  7. Click Save to save the payment card to the customer.
    Note: To cancel from adding the payment, click the Cancel button.

Removing a Payment Card

To remove a payment card,

  1. Navigate to the Customer Admin console.
  2. Select a particular customer in the All Customers page.
  3. Click Payment in the left navigation panel.
  4. Identify the payment card you want to remove.
  5. Click the Remove Card button.
  6. In the confirmation pop-up message, click the Delete button.

    Note: To cancel removing the payment card, in the confirmation pop-message, click Cancel button, and then click Cancel again.

Working with Loyalty / Credits

The Loyalty / Credit page displays loyalty reward and transaction details of the customer.

This section describes how to:

Viewing Loyalty Rewards Based on Reward Type

As a CSR, you can view loyalty rewards of the customer for the selected reward type.

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. In the left navigational panel, select Loyalty / Credits.
  4. In the Loyalty Rewards section, select a reward type from the dropdown list. Accordingly, loyalty rewards, cycle summary, and total summary details will be displayed along with the transaction details:

Debiting the Loyalty Rewards of a Customer

As a CSR, you can debit loyalty rewards of a customer. The reward value is debited via the required transaction for the selected reward type.

To debit loyalty rewards of a customer,

  1. Navigate to the Customer Admin console.
  2. Click on the required customer account.
  3. In the left navigational panel, select Loyalty / Credits.
  4. Select the required reward type.
  5. In the Loyalty Rewards section, click the Debit button.
    The following pop-up appears:

    The following table describes the above fields:

    Field

    Description

    Reward Type

    Select a reward type from the dropdown list. The reward types are configured in the Loyalty Admin console. This field is mandatory.

    Value

    Enter a value to be debited from the customer. This field is mandatory.

    Notes

    Describe a reason to debit the loyalty rewards, for example, Adjustment for Order Item Return or Replacement. This field is optional.
  1. Click Save to debit the loyalty rewards from the customer.
    The required transaction appears in the Transaction section.
    For example, when debiting the loyalty points of the customer, the following transaction is created:

Crediting the Loyalty Rewards to a Customer

As a CSR, you can award loyalty rewards to a customer. The reward value is approved and credited via the required transaction(s) for the selected reward type.

To credit loyalty rewards to a customer,

  1. Navigate to the Customer Admin console.
  2. Click on the required customer account.
  3. In the left navigational panel, select Loyalty / Credits.
  4. Select the required reward type.
  5. In the Loyalty Rewards section, click the Credit button.
    The following pop-up appears:

    The following table describes the above fields:

    Field

    Description

    Reward Type

    Select a reward type from the dropdown list. The reward types are configured in the Loyalty Admin console.

    Value

    Enter a value to be awarded to the customer.

    Notes

    Describe a reason for crediting the loyalty rewards.
  6. Click Save to credit the loyalty rewards to the customer.
    The required transaction(s) appears in the Transaction section.
    For example, when crediting the loyalty points to the customer, the following transaction is created:

Managing Customers Subscription Data

Overview

A CSR can shop items for a customer and check their subscribed items that are purchased frequently or at regular intervals.

With the Customer Admin console, in the Subscriptions tab, a CSR can:

Feature Preference Subscription Multiple Subscription

Create a New Subscription

 Yes Yes

Add Items to the Existing the Subscription

 Yes Yes

Process Now

 Yes Yes

Update Order Processing Date

 Yes Yes

Change Frequency

 Yes Yes

Edit Payment Method, Shipping Address, Shipment Method

 Yes Yes

Add Shipping Address for each Subscription

 One Multiple

Mark One-Time Purchase

 No Yes
Manage Subscriptions
 No Yes

View Total Order Value

 No Yes

Expand/Collapse Product Images

 No Yes

Skip Shipment

 No Yes

Cancel Subscription Items

 Yes Yes

Subscription Methods

Infosys Equinox allows a business to have either a preference-based subscription (also called a singular subscription) or multiple subscriptions. Once the business identifies a preferred subscription method, they must configure the store and collection properties as follows:

Enabling Store Property for Preference Based Subscription

Configure the preferenceBasedSubscription store property as true. By default, this property is set to true while creating a new store. For more information, see the section Adding Store-Specific Properties in the Foundation Admin User Guide.

When this method is enabled, a single subscription list is maintained for customers within their account. The newly added subscription item will be shown on the same subscription item list. A sample screenshot is given below:

In this setup:

Note: Any changes we make will be reflected only in the upcoming subscription order.

Enabling Store and Collection Properties for Multiple Subscriptions

To create multiple subscriptions, as a CSR admin, you need to:

  • Configure the preferenceBasedSubscription store property as false. 
  • Add preferenceBasedSubscription under the property key of the sfStoreDetails store property as shown below:

  • Set the preferenceBasedSubscription collection property of the Subscription service to false. By default, this property is set to true while creating a new collection property.

Note: For more information, see the sections Adding Store-Specific Properties and Configuring Subscription’s Collection in the Foundation Admin User Guide. 

When this feature is enabled, customers can maintain multiple subscription lists within their account. For example, a user can create subscriptions for themselves, their family, or others, all managed under one account. When creating a new subscription order, either as a CSR or a customer, you can assign a name to the subscription to identify a particular subscription by its name. Each subscription can have a name, different shipping addresses, shipping methods, or payment options. A sample screenshot is given below:

In this setup:

Note: When frequencies are set at both the subscription order and item levels, the item-level frequency takes precedence. For example, if the item-level frequency is weekly and the order-level frequency is monthly, the item will be shipped on a weekly basis.

Working With Customers Subscription Data

Subscribing Item(s) on Behalf of a Customer

A CSR can shop items and subscribe on behalf of the customer from the Customer Admin console itself without a need to navigate to the storefront.

To create a new subscription order on behalf of a customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. Click the Create New Subscription button.


    Note: For preference subscription, the Create New Subscription button appears only once, until a new subscription is created.
  5. In the New Subscription Order page, fill the necessary details as required by the customer:
    1. Mention the subscription name, select the order processing date, and then click Next to save the subscription information.
      Note:
      • The fields such as Name and order processing date are applicable only for the multiple subscriptions.
      • For preference subscription, provide a single order processing for all the subscribed items.
      • For multiple subscriptions, provide different order processing dates for each subscription.
      • If you select the processing date of an existing subscription list, the following confirmation message displays:
        • Click on Add to my existing list and you will be navigated to the respective subscription list.
        • Click on I want to create a new list to create a list of new subscriptions.
      • If you select a blackout date, an error message will appear when you submit your subscription. Since blackout dates (29, 30, 31) do not apply to all months, it is not recommended to set monthly frequencies for these dates.  
    2. Select the required Market Type and Channel Type.
      Note: Once market type is selected the channel type values will appear accordingly.
    3. In the Order Details section, click Add Item to Subscribe button to add the items that are required by the customer. For example:

      Note: The Add Item to Subscribe button is enabled only after you save the subscription information.
      • In the Product page, select the required items to subscribe.
        The Product Quickview page appears:
      • In the Product Quickview page, you can:
        • Increase or decrease the quantity of the SKU.
        • Select the frequency (such as Monthly, Every 2 months, or Every 3 months) of the product to be delivered.
        • Select the required SKU.
      • Click Add to Cart button, to add the items to the cart.
    4. In the Order Details section, to mark the order for one-time purchase, enable the Mark for One-Time order toggle.

      Note:
      • This is optional and applicable only for the multiple subscriptions.
      • You can enable the Mark for One-Time order, only if you have at least one recurring item.
    5. Add the other charges, if required.
    6. Add the shipping address details if it is not available.
    7. Add the required shipping method.
    8. Add promotion details if any.
    9. View the order summary, total order value, total PV, CV, and SB values, and make the payment.
    10. Send order confirmation email to the customer if required.
  6. Finally, submit the order by clicking:
    • Create Subscription button in the case of multiple subscription.
    • Submit button in the case of preference subscription.
      After submitting, the subscription is shown in the Subscriptions list. For example, a snapshot on multiple subscriptions:

      Note: The following are applicable only for multiple subscriptions:
        • You can click the Manage Subscription button to view/update the required subscription. For more information, see Add Items to the Existing Subscription.
        • To view the total order value of the subscribed products by a CSR admin, under the Subscription section, click Show My Total OrderValue link.
        • By default, only three product images are visible for a subscription. To view all images of the subscribed product, click More to expand and click Less to collapse.

Processing the Item Immediately

A CSR can reschedule an upcoming order by using the Process Now button for a customer. This button is enabled 15 days before the order process date. For example, if the order process date is 15th of every month, the Process Now button is enabled from 1st to 14th in that month.

To reschedule an upcoming subscription order now or at a convenient date for a customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.

    The subscription details appear.
  1. In the Subscriptions section, click the Process Now.

    Note: For multiple subscriptions, this button is visible only if there are upcoming orders in the Upcoming Orders tab    .

    The PROCESS NOW pop-up appears:
  2. View the order total and click the Process Now This process and ships the item immediately.
    Note: To cancel updating the upcoming order, click Cancel.

Updating Order Processing Date

A CSR can update a subscription order’s processing date for a customer. By selecting the required date, the subscription order can be preponed or postponed. Once updated, the order will be processed from the upcoming subscription order.

To update the processing date of a subscription order for a customer,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.

    The subscription details appear.
  4. In the Subscriptions section, click the Update Order Processing Date button. For example, below is the image of a preference subscription.
  5. Click the  icon and select the required date from the dropdown list.
  6. Click the Save button to save the changes. The subscription order processing date is updated.
    Note: To cancel updating the order processing date, click Cancel.

Editing Payment Method, Shipping Address, Shipment Method

Before processing the subscribed products, a CSR can update the payment method, shipping address, and/or shipping method on behalf of the customer. In create multiple subscription with different shipping addresses, shipping methods, or payment options for each subscription.

To update the payment method, shipping address, and/or shipping method,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.

    The subscription details appear.
  4. In the Subscriptions section, click the  icon in the following cards:
    • Payment Method – click Add a new payment link, which redirects to the Payment tab of the customer where you can add a new payment method.
    • Shipping Address – select the required address.
    • Shipping Method – select any one of the shipping methods.
  5. Click the Save button in each of the above cards.
    Note: To ignore the changes, click the Cancel button.

Adding Items to the Existing Subscription

A CSR can subscribe items on behalf of the customer.

You can add items to the exiting subscription by the following methods: 

  • While Creating a New Subscription, you can provide the same order processing date of an existing subscription list to which you need to add an item. See step 5 in the section Subscribing Item(s) on Behalf of a Customer.
  • Updating the Existing Subscription

To add items to the existing subscription,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. Under the Subscriptions section,
    • For preference Subscription, click the Add Item to Subscription button. 
       
    • For Multiple Subscriptions, click Manage Subscription button against the subscription to which you need to add an item.
      • Click the Add Item to Subscription button and add the items.
  5. In the Product Quickview page, click on Add to Subscribe.

    The item is added to the existing subscription.

Canceling All Subscription Items

A CSR can cancel all the available subscription items on behalf of a customer.

Note: To cancel a particular subscription item, see Canceling a Selected Subscription Item(s).

To cancel all subscription items,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.

    The subscription details appear.
  4. In the Subscriptions section, click the Cancel All Subscriptions button.

    Note: In case of multiple subscription, the Cancel All Subscription button is enabled only if there are upcoming subscriptions.
  5. In the confirmation message pop-up, click Yes to cancel all the subscription items.
  6. All the subscribed items are removed from the current month and Show All tabs.
    Note: To ignore canceling all the subscription items, click No.

Deleting Selected Subscription Item(s)

A CSR can delete the selected subscription items on behalf of a customer.

Note: To delete all subscription items, see Canceling All Subscription Items.

To delete selected subscription item(s),

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.

    The subscription details appear.
  4. In the subscription details page, you can:
    • Preference Subscription: In the current month tab or Show All tab of preference subscription,
      • Select the required subscription item(s) and click the Delete icon, which is present next to the selection box.
      • In the confirmation message pop-up, click Yes to delete the selected subscription item(s):

        Note:         To ignore deleting the subscription items, click No.
    • Multiple Subscription: In the subscription details, click Manage Subscription against the required subscription of multiple subscription.

      • In the SHOW ALL tab, click Remove.
      • In the confirmation message pop-up, click Yes to remove the selected subscription item(s):

        Note:
      • The current month tab displays items subscribed for the month. The Show All tab displays items subscribed so far.
      • To delete all the subscription items,
        • click the Cancel All Subscriptions button
        • select all the items in the current month tab or Show All tab and click the Delete icon.

Skipping or Un-skipping a Subscription Item

A CSR can skip or un-skip a subscription item on behalf of a customer for the current month. You can click the Skip button for an item, which results to skipping the item for the current month. You can un-skip the skipped item for the current month. The subscription item will be shipped for the current month.

To skip/un-skip a subscription item,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. In the subscription details page, you can:
    • Preference Subscription: In the current month tab, click:
      • the SKIP button to pause or cancel the delivery of the subscribed item for the month.
      • the Unskip button to resume the delivery of the subscribed item for the month.
    • Multiple Subscription: click on the Manage Subscription against the required subscription and then click on SKIP/Unskip.
  5. A confirmation pop-up message appears based on the above selection. In the pop-up, select SKIP or UNSKIP:

Note:

  • To ignore skipping or un-skipping, click Cancel.
  • You can skip/un-skip the subscription items until the freeze date of the current month. If the order processing date has been freezed, an error message appears.

Skipping Shipment

A CSR can skip the shipment of a subscribed product.

To skip the shipment of a subscribed product,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. In the subscription details page, click Skip Shipment.
  5. Click Save.
    Note: Whenever you skip shipment, the order processing data is automatically updated dynamically.

Configuring the Existing Subscription as One-Time Purchase

A CSR can subscribe a product for one-time purchase which is the next immediate subscription processing.

To configure the existing subscription as one-time purchase,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. In the subscription details page, click Manage Subscription.
  5. Select Mark for One-Time Subscription.

  6. Click Save.

Updating the Frequency at the Item-Level

A CSR admin can maintain the frequency for the subscription products for both at Subscription and Item-level. However, the Item level is given high priority when processing the Subscription.

User can maintain the products with the different frequency in the same subscription.

With the item level frequency within a same subscription one product can be on monthly once frequency another product can be once in two months frequency.

Note: Processing date is maintained in subscription level.

To update frequency at the item level,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. In the Subscriptions page, click Manage Subscription.

  5. Click on the Frequency drop-down and select the required frequency.
  6. Click Save.

Viewing the Upcoming Subscriptions

A CSR can view the upcoming subscriptions of the subscribed products.

To view the upcoming subscription,

  1. Navigate to the Customer Admin console.
  2. In the All Customers page, click on the required customer account.
  3. Click the Subscriptions tab in the left navigation panel.
  4. Click the Manage Subscription button.
  5. Click the Upcoming Orders drop-down and select the required month.

    Note:
    • The upcoming Orders field displays the 6 months consecutively from the current month. For example, when you choose November, the upcoming subscriptions for November and the Order Processing Date are updated.
    • The “Already Processed” subscriptions of November month are not displayed.
      Subscription Order Processing: First the “Order processing” happens for the current selected ‘Frequency’, after that ONLY the newly changed ‘Frequency’ ‘s Subscription Order processing is considered.

Manage Attributes

Manage Customers | Revision History

Attributes are properties that define a customer. You can define custom attributes when adding a new customer or updating a Customer’s Profile. Custom-defined attributes can be mandatory or optional.

The field type for an attribute can be Boolean, Date, Decimal, Email, List, Multiple List, Number, or String.

Here are a few examples of custom-defined attributes:

  • Activation Date
  • Rating
  • Secondary Contact (Email)
  • Tier
  • Multiple Payment Methods

Attributes Tab Overview

You can view the list of attributes in the Attributes tab. You can create and edit attributes to display on the storefront. 

In the Attributes tab, you can perform the following:

Configuring Attribute Search

On the All Attributes page, you can search for attributes based on Attribute ID, Attribute Name, Type, Field Type, Sequence and/or Status.

Searching for Attributes

To search the attributes,

  1. In the search header, select the Attribute ID, Attribute Name, Type, Field Type, Sequence, and/or Status drop-down list. The entry text box for the selected field is displayed.
  2. Enter the search criteria in the entry text box and then Click Go. The search result is displayed.

Note: If you want to reset the search header, click Reset.

Modifying Attribute Searchable Fields

To modify the searchable fields,

  1. In the All Attributes page, click the  ellipsis on the search header. The list of fields to select is displayed.
  2. Select or deselect the checkbox next to the field you want to include.
    The selected fields are displayed in the search header.

    Note: To reset the search field in the header, click the Reset button.

Creating an Attribute

To create an attribute,

  1. In the All Customers page, click the Attributes tab. The All Attributes page is displayed.


  2. Click Create Attribute. The Attribute Create page is displayed.
  3. Enter or select the field information.
    The following table provides the create attribute field information:
    Field Description
    Attribute Name

    Enter an attribute name. A maximum of 200 characters are allowed for the attribute name.
    Attribute ID

    Enter an attribute ID. A maximum of 200 characters are allowed for the attribute ID.
    Status

    Select a status:

    • Active: Select this to mark the attribute as active. Indicates the active status of the attribute.
    • Inactive: Select this to mark the attribute as inactive. Indicates the inactive status of the attribute.
    Type

    Select a type:

    • Users: Select this to map the attribute only to Users.
    Field Type

    Select a Field Type:

    • Boolean: Select this to provide one of two possible values for the attribute.
    • Date: Select this to provide date format values.
    • Decimal: Select this to include exact numeric values for the attribute.
    • Email: Select this to include email values for the attribute.
    • List: Select this to provide a list of values to select from.
    • Multiple List: Select this to include multiple list values.
    • Number: Select this to include number values.
    • String: Select this to include string values.

    For more information on the Field Type properties, see Field Type – Additional Properties. 

    Once you select the Field Type, the Default Value and Sequence options are displayed.
    https://duseqpxtuo98y.cloudfront.net/guide-account8100/accounts_attributecreate3.png
    Default Value

    Enter the default value for the attribute based on the field type. For example, if the default value to be entered is an Email, enter an Email ID.  This is an optional field. This value can be modified when associating an attribute with a customer account. 
    Sequence

    Specify a whole number or decimal value to sequence the attribute. In case, you want to insert an attribute between two attribute sequences, then use a decimal value. For example, you can enter 1.5 to sequence an attribute between 1 and 2.

    Note: If two attributes have the same sequence, then the attributes will be listed alphabetically. 
    Required

    Select a Required option from the drop-down list:

    • No: Select this if the attribute is optional.
    • Yes: Select this if the attribute is mandatory.

  4. Click Save to add the new attribute to the attribute list.

Field Type – Additional Properties

Based on the Field Type selected, you can specify the attribute details.

String Field Type

Set the minimum and maximum number of characters for the string field type.
https://duseqpxtuo98y.cloudfront.net/guide-account8100/accounts_attributecreate3.png

Multiple List Field Type

You can add items to the multiple list using the Add Items button. You can delete a selected list item using the Delete icon.
https://duseqpxtuo98y.cloudfront.net/guide-account8100/accounts_attributecreate3.png

Decimal Field Type

Specify the number of digits after the decimal. A minimum of 1 and a maximum of 3 digits after decimal is allowed. 

Number Field Type

Specify the minimum and maximum number for the attribute field type number.

Viewing or Editing an Attribute

You can view the list of available attributes on the All Attributes page.

To view or edit an attribute,

  1. On the All Attributes page, click the attribute you want to view or edit. The Attribute Update page is displayed with the attribute details.
  2. Edit the field information.
    The following table provides the field description for editing an attribute in the Attribute Update page:
    Field Description
    Name Edit the name of the attribute.
    Status Edit the status of the attribute from active to inactive or vice versa.
    Default Value Edit the default value of the attribute.
    Sequence Edit the sequence of the attribute to order the display of attributes.
    Required Edit the required option from the drop-down list.
  3. Click Save to update the attribute details. 

Manage Attributes | top




Revision History
2024-11-28| SW, AN – Updated for Release 8.18.
2024-11-28| SW – Updated for Release 8.15, 8.16, and 8.17.
2023-08-02| AN – Updated content for Release 8.15.0 SP1.
2022-01-12 | JP – Updated content for Release 8.13.0.
2022-04-10 | JP – Fixed link and http issues.
2021-12-30 | SW – Updated the document for Release 8.11.0.
2020-05-25 | JP – Updated the document for Release 8.8.0.
2020-05-04 | JP – Updated content for May 2020 release.
2020-03-28 | AM – Minor copyedit.
2020-01-31 | AM – Updated content for February 2020 release.
2019-11-26 | AM – Revamped this document and updated content for the December 2019 release.
2019-10-29 | AM – Updated content for November 2019 release.
2019-09-20 | AM – Updated content for September 2019 release.
2019-07-26 | PLK – Copyedits.
2019-07-16 | AM – Updated content for July 2019 release.
2019-06-08 | PLK – Minor copyedit.
2019-05-08 | AM – Inserted images and minor copyedit.
2019-05-04 | PLK – Updated screenshots and anchor links.
2019-01-21 | PLK – Content uploaded and TOC and links created.