My account
Layout
Clicking My Account displays account information. This information is extracted from your ERP, and cannot be edited within PocketShop. The following data is displayed:
User interface element | Field name | Description | |
|---|---|---|---|
1 | Top bar | My Account | Contains the set of options that are available on all PocketShop screens. |
2 | Card | Name | Displays name, as entered in your ERP. |
3 | Card | Displays default email address. | |
4 | Card | Phone | Displays default phone number. |
5 | Card | Address | Displays the customer’s default address. |
6 | Card | Credit status | Displays your credit status; both your balance and credit limit are shown. |
7 | Drop-down box | Language | Select the language you wish your PocketShop to be viewed in, by choosing the language from the drop-down box. |
Retrieving and storing data
Key points
Data is retrieved from your ERP when you initially log in. The data is stored locally within the PocketShop application.
If you update the customer’s data in your ERP, the data is updated in PocketShop as part of a regular import.
It is not possible to update customer’s My account data from within Management Interface, and for this change to be propagated to PocketShop.
Intact iQ
PocketShop field name | User interface Tab or Box | Field1 | Database table.field |
|---|---|---|
Name | Customer List | Name | Customer.Name |
Contact information | Email Address | Customer.EmailAddress | |
Phone | Customer List | Phone | Customer.Phone |
Address | Customer List | Full Address | Customer.Address - consisting of:
|
Credit status - credit limit | Customer.CreditControlSetup.CreditLimit | |
Credit status - balance | Customer List | Balance | Customer_Statistics.Balance |
1 Intact IQ set up: these tab or box names could be slightly different on your user interface because Intact IQ has a flexible design layout tool.