Wholesale Guide - My Account

My Account Interface

Introduction

Our new My Account interface replaces the existing my account area and allows you to keep track of key information about your account, track orders and view your order history, manage your address book, quickly re-order, and more!

How it works

The My Account Interface replaces our existing website's my account area with a specially-optimised layout. It works as an "overlay" and can be accessed on any page in the following way:

  • By clicking the account link in the website's header

Order History

Each time you place an order on our website, it is saved within your order history. By default, orders are listed most recent first, and each gives a full record of order activity. You can also filter by order type, such as completed orders or orders that require approval.

Order search and filtering

From within My Account, click View all within Recent Activity to see all orders you've placed. You can filter by search terms and time periods for easy order tracking.

Search by:

  • Order ID
  • Purchase Order Number
  • Address (first line, second line, city, zip)
  • Date

Filter by:

  • Year
  • Time period (within a 365-day period)
  • Order details

When viewing an order's details, you'll see:

  • Order Number: An order (or quote) reference ID
  • Order Date: The date the order was placed
  • Order Status: e.g. Processing, Shipped, Cancelled
  • Payment Status: e.g. Unpaid, Paid
  • Payment Method: e.g. Pay on Account
  • Address: The shipping address for the order
  • Products: A summary of all products ordered, organised by status
  • Totals: Order totals including tax and shipping
  • Shipping Tracking: Tracking number, if supplied

Invoices

View and download invoices directly from your order history.

Order Status

Each order has a status representing the overall state of all packages in that order. For example, if half the items are shipped and half are still processing, the order will show as Part-shipped. Click on an order to see the status of each individual package.

Order statuses:

  • Processing: Processing, or Processing + Cancelled
  • Shipped: Shipped
  • Cancelled: Cancelled
  • Returned: Returned
  • Part-returned: Returned + Processing
  • Part-shipped: Shipped + Processing
  • Varied: All other package configurations

Re-ordering

The re-ordering feature lets you quickly duplicate previous orders. On any order detail page, the re-order button (top right) offers two options:

  • Add items as new order: Replaces existing Quick Order contents with the products from the order
  • Add items to existing order: Adds the products on top of existing Quick Order contents

You can also re-order individual products using the Order again button, or add all products from an entire time period.

Please note: Out-of-stock products will not be automatically added.

Shopping Lists

Saved shopping lists let you quickly re-order items you've previously saved — ideal for regular orders or a favourites list. Lists saved from the My Cart Interface appear in the main My Account area and include:

  • Name: The name you gave the shopping list
  • Updated date: The last time the list was updated
  • Actions:
    • Add items to existing cart: Adds list items on top of any items already in the cart
    • Create new cart: Removes existing cart items and replaces with the list items

Reports

My Account includes built-in report tools giving visibility on key account activity. Filter by time period and quickly re-order from within any report.

Available reports:

  • Purchase history by time period: A breakdown of all products purchased over a selected period (e.g. by quarter, month, or week). Easily re-order an entire range in a few clicks.

Current report limitations:

  • Only the most recent 4 periods can be shown for a selected time range
  • A maximum of 100 products can be shown per time period

Address Book

Your address book is available within both the My Account Interface and the My Cart Interface. It includes:

  • Default Billing: The default billing address used for orders
  • Default Shipping: The default shipping address used for orders
  • Other Addresses: All other saved addresses not set as default

Any saved address can be selected during checkout. You can also add, edit, or delete addresses directly within My Account by clicking the icons next to each entry.

Account Information

My Account displays a summary of your details including your email address, name, company name, and financial information.