Editing an account

To edit a customer's account:

1.	Login to the Singlefront administration website. The Singlefront Dashboard page is displayed.

2.	On the left Navigation pane, click Accounts under Sales. The Accounts page is displayed listing all registered customers in the database.

3.	Click Edit on the customer account to edit its details. The Edit Contact Information page is displayed listing the customer details.

4.	Enter the following details:

•	Select a Profile: Select the customer profile from the drop-down list. For example, if you select "Dealer" then this customer will see dealer specific promotions and options on the catalog when he signs in.

•	Account Number: Edit the account number in your internal accounting system that corresponds to this customer. Leave blank if you don't have one.

•	Company Name: Edit the company name.

•	Website: Edit this customer's Web address.

•	Source: Edit the source name, who referred this customer.

•	Under Login Information edit the following fields:

User Id: Note:This field is NOT editable for existing userid.

Password: Edit the password for this userid.

Security Question: Select from the drop-down list.

Security Answer: Edit the security answer.

Select Role: Select a role to which this customer belongs.

•	Under Billing Address edit the following fields:

First Name

Last Name

Company Name

Phone Number

Email Address

Street1

Street2

City

State

Postal Code

Country

•	Under Shipping Address edit the following fields:

First Name

Last Name

Company Name

Phone Number

Email Address

Street1

Street2

City

State

Postal Code

Country

•	Email Opt In: Select to include this customer in the mailing list.

•	Under Tracking Information edit the following fields. Use this section to set up tracking codes for this account. These tracking codes will attribute purchases made by other customers that have been referred by this account. Leave blank if not applicable:

Tracking Link (URL): Customers who visit your site using this link will automatically be logged as being referred by this account when they purchase. This will be automatically pre-filled after this account is activated (using the Partner Approval Status).

Commission Type: Select the commission type from the drop-down list. Enter the value in the adjacent field. This determines how much you will pay this account for referred sales. For example, for paying 10% commission, set commission type to Percentage and enter 10 in the adjacent field. Leave blank if not applicable.

Tax ID: Enter the Tax ID for this account.

Partner Approval Status: Set the Partner Approval Status from the drop-down list. Set to ACTIVE to start attributing visitors to this account.

Amount Owed: This is the commission amount that is due to this account for referrals. This is pre-filled.

•	Custom1, Custom2, Custom3: Use these fields to edit custom information for this customer.

•	Description: Enter a description for this customer.

5.	Click Submit. The Accounts page is displayed after updating the customer details.

Note: To delete a customer: From the Accounts page, click Delete on the customer to delete it. The Please Confirm page is displayed. Click Delete. The Accounts page is displayed with the deleted customer removed from the list.