Help: Account Manager
(The following functions are only available for customers that have a username and password).
The Account Manager contains options for you to review and initiate activity or changes on your account. Once logged in click the tab at the top right corner called My Account.
Account Manager Screen Shot Below
Below is the list of links in the account manager and what each is for.
Create & Review Orders
- Create new Order - Go here to start a new order, template, or quote.
- Saved Draft Orders / Templates - here you will find a listing of your saved draft orders, templates, or quotes
- Generic Templates - Here are some templates we have created that may be helpful to you. If you find one you are interested in open the template. Click SAVE at the bottom. Then look under your MY TEMPLATES section and it should be listed there. Once you click on the template you will be able to see your price and the qty available at your location.
NOTE: See
Ordering Products Help section for more information on how to place orders on the orderpad.
Manage your Coburn's Web Account
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Manage Web Users - This feature allows you to add additional users to your account. Use this feature to allow or disallow access to the different features available. The principal on the account has complete authority and control of who has access to which features on their account. You may add users, enable/disable users, change username/passwords, or alter access available to each user with this feature. You may also update your e-mail address and password here.
- Switch Account Identity - If you have multiple accounts (job/tools accts) with us, you may switch account identities without having to logout and log back in under the different accounts. You will need to switch to different accounts in order to review payment and invoices and place orders under different account #s. On this page you will also find a link to a form you may fill out if you want to add / close certain accounts with online access.
Review Account
- Pay on your Account using your Credit or Debit Card - Use this link to see your latest statement balance, choose invoices to apply payments to and make payments to your account using your credit/debit card.
- Review Submitted Orders - View a list of orders you created and have submitted from the website. You can also create an invoice for YOUR customer from any order at this menu.
- Payment History - Click here to see how your payments have been applied to your account. On this page you can review the amount of your payment, type of payment and the date payment was applied. On the left, under the column "Auth/Check #" you can click on any of the links to view what invoices your payment was applied. You can also download your information as a csv file which can be opened in excel or a word document.
- Invoice Summary - You can review your invoices. When you are viewing this page you will notice at the top on the right the Amount Due on this account. There is also a listing of invoices and if payment has been applied.
You can click on any of the invoice numbers to view the details of that invoice. You can sort your invoices by clicking on the column title: Invoice No, Invoice Date, Purchase Order #, or Job Name.
The invoices available for viewing are those that are unpaid and also those that have been paid but are less than 90 days old. If you need a copy of your paid invoice that is over 90 days please contact the credit department or your local Coburn's branch.
You can download the list of invoices or download your invoice summary which includes the products on each invoice. Your information will be a csv file which can be opened in excel or a word document.
- Invoice/Statement Options - You can choose how you want to receive your invoices and statement (mail, e-mail, and/or fax) These options can be changed at any time. Your Invoices will always be available on-line.
- Review your Points - During certain periods we may have programs that allow customer to earn points. When those programs are going on you can go to this link to review your points.
Other helpful links
- You will find many useful links under this section including help files, feedback form, contact us, and locations.
Header
You will notice at the top of the Account Manager there is header information based on your account.
Current User - Shows the name of the person logged in.
Account # - Shows what Account # you are logged into. If you want to switch to a different account look on the section called Manage Web Accounts and click on Switch to job/tool Accounts.
Branch Location - Shows the branch you are logged into. If you want to change branch location you will have to log out and then re-log back in and choose what branch you want to log into in the drop down menu under the box where you enter your password.
E-Mail - Shows your e-mail address. If you need to change your e-mail address look at the section called Manager Web Accounts and click Web User Account and you can edit your web account information.
Click here for a video about the Account Manager.
Click here for a handout of the slides in the video above.
Click here for a quick reference sheet.
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