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Understanding your account section.
Once you have created an account you can unlock all of the account features.
Lets take a moment to understand all of these features.
A trades person with access to account management tools is able to manage their business account, whilst checking up on recent orders, payments and account activity; even securing their account against fraudulent purchases, which protects them and the merchant from theft.
Customer who can manage their account online make fewer calls into branch, which reduces mistakes and provides staff with more opportunities to focus on serving the customers who need attention.
Account dashboard
Provides an up-to-date overview of all of your account activity. You can view all the important information that you need to see all in one place, such as:
- Summary balance
- Unallocated credits
- Unallocated cash
- Aged balance
- Payment terms
- Orders
- Returns
- Invoices
- Credits
- Payments
Orders & Returns
See the details of all previously placed orders, so you can keep in control of your account spend. See all the information you want including:
- Orders placed.
- Date of orders.
- Prices paid.
- You can also repeat a previous order and place it in your basket for delivery.
Also see what materials you have returned.
Invoices & Credits
See all of your invoices and credits in one place to help you run your business and your accounts more efficiently. Never lose an invoice again and never have to call the branch to get a copy invoice or credit posted out to you.
Statements
See all of your invoices and credits in one place to help you run your business and your accounts more efficiently. Never lose an invoice again and never have to call the branch to get a copy invoice or credit posted out to you.
Payments
See what and when you’ve paid, what you owe and when it needs to be paid all in one place.
Matrials quotations
As a builder you occasionally need larger than normal stock quantities. To save time adding products to a basket to calculate costs simply ask the merchant to prepare you a dedicated quote. This quote will then sit in your account section for future reference.
