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Personal Account

This section of the website allows the user to manage their account — update personal information, view created orders, and add delivery addresses.

The Personal Account can be of two types:

  1. End Customer – includes personal data, delivery addresses, and the list of orders.
  2. Subdealer – includes personal data, delivery addresses, the ability to provide an additional discount, a list of their own orders, and a list of their clients’ orders.

Subdealer – an intermediary who sells products on behalf of the official dealer rather than directly from the manufacturer. More details on configuring subdealers ➤ here. A subdealer can operate only on the company’s website and does not have access to the vitrager.com admin portal.

Customer personal account

The customer personal account contains two sections:

  1. My Profile – allows the user to edit personal information, log out of the account, and delete the account.
  2. My Orders – allows the user to view the orders created on the website.

My profile (customer)

The page consists of the following blocks:

  • Personal data – customer data, which includes:
    • Photo – an image can be uploaded in jpg, png, gif formats. Not required.
    • First Name – can be any text. The data from this field is used in the online and PDF CP. Required.
    • Last Name – can be any text. The data from this field is used in the online and PDF CP. Not required.
    • Phone – optional field. The user can add up to 5 numbers. The first number will be used in the online CP and standard PDF CP versions.
    • Communication Language – the user selects their preferred language from the available options. This is informational for the manager.
    • City.
      To edit personal data – click the Edit button in the upper right corner, after which a modal window will appear.
  • Login details – a block where the user can see the email (used for logging into the personal account) and change their password. To do this, click the Edit button (in the upper right corner of the block), after which a modal window will appear requiring:
    • Current password
    • New password
    • Password confirmation (must match the new password).
      If the user has forgotten their current password – they can use the password recovery function by clicking Forgot password? (located under the current password field). An email will then be sent with a link to change the password (without entering the current one).
  • Delivery address – allows the user to specify the address where the order will be sent. The data from this block will be used when placing orders, in the online CP and in the PDF CP in the Delivery address section. It is possible to add multiple delivery addresses.
    To add an address click the Add an address button, after which a modal window will appear where the user can:
    • Select customer’s salutation
    • Enter first name (required)
    • Enter surname (required)
    • Enter company (if applicable)
    • Enter street and house number (required)
    • Add address information button – adds an additional field where you can enter extra details (e.g., building entrance number)
    • Postal code (required)
    • Enter town or city (required)
    • Enter country (required)
    • Phone number (required)
    • Email (required)
  • Invoice address – if the delivery and billing addresses differ, a separate billing address should be added; otherwise, data will be taken from the delivery address. The fields are the same as for the delivery address.
    To add a billing address, click the Add Invoice Address button, after which a modal window will appear for data entry.
  • Button block – consists of two buttons:
    • Delete account (styled as a secondary button; more on button styling here) – deletes the user account from the system.
    • Logout (styled as a primary button; more on button styling here) – logs the user out of their account and redirects them to the homepage.

My orders (customer)

This table contains the list of orders placed by the user on the website. The table consists of:

  • Order number and order name (if specified). By default, the order name is the website address.
  • Status – orders may have the following statuses:
    • New
    • In progress
    • Approved
    • Accepted
    • In production
    • Produced
    • Shipped
    • Completed
    • Archive
  • Payment – shows the payment status of the order and the validity period of the invoice. Payment status may be:
    • No status – if the invoice has not yet been issued
    • Payment required (authorized) – an invoice has been issued
    • Partially paid – the invoice has been partially paid
    • Paid – the invoice has been fully paid
  • Total payable – the final amount to be paid, including discounts/surcharges, taxes, and services.
  • Creation date – shows the date and time the order was created.
  • Info – if the order contains unread messages from the manager, an icon appears

To open an order, click the desired item in the table, after which you will be redirected to the online CO page. More details about the online CO page ➤ here

 

Subdealer account

The subdealer account  allows editing data, viewing created orders, creating orders for a client based on the sub-dealer’s own orders, and adding/modifying an additional discount for client orders.

The sub-dealer’s personal dashboard contains the following pages:

  1. My Profile
  2. My Orders
  3. Client Orders

My profile (subdealer)

The page consists of the following blocks:

  • Personal data – client data, which includes:
    • Photo – the image can be uploaded in jpg, png, gif formats. Not mandatory.
    • First Name – can be any value. This data is used in the online and PDF quotations. Mandatory field.
    • Surname – can be any value. This data is used in the online and PDF quotations. Not mandatory.
    • Phone – not a mandatory field. The user can add up to 5 numbers. The first number will be used in the online quotation and standard PDF quotation.
    • Communication language – the user selects their preferred language from the available list. This field is informational for the manager.
    • City.
      To edit personal data, click the Edit button in the upper-right corner, after which a modal window will appear.
  • Login details – a block where the user can see their email (used to log into the personal dashboard) and change the password. To do this, click the Edit button (in the upper-right corner of the block), after which a modal window will appear where the user must enter:
    • Current password
    • New password
    • Password confirmation (must match the New password).
      If the user forgot the current password, they can use the password recovery function. To do this, click the Forgot password? button (located under the current password input field). An email will be sent with a link to the password reset page (without entering the current password).
  • Delivery address – allows the user to specify the address to which the order will be shipped. The data from this block will be used when placing orders, in the online quotation and in the PDF quotation under the Delivery Address section. Multiple delivery addresses can be added.
    To add an address, click the Add Address button, after which a modal window will appear where the user must:
    • Select customer’s salutation
    • Enter first name (required)
    • Enter surname (required)
    • Enter company (if applicable)
    • Enter street and house number (required)
    • Add address information button – adds an additional field where you can enter extra details (e.g., building entrance number)
    • Postal code (required)
    • Enter town or city (required)
    • Enter country (required)
    • Phone number (required)
    • Email (required)
  • Invoice address – if the delivery address and billing address differ, the billing address must be added. If no address is added, the data will be taken from the Delivery Address. The fields are the same as in the delivery address form.
    To add an address, click the Add Invoice Address button, after which a data entry modal window will appear.
  • Personal conditions – in this block, the subdealer can enable/disable the ability to provide an additional discount on the order in the shopping cart. The additional discount is entered in the website’s shopping cart before finalizing the order (More details ➤ here). The maximum discount the sub-dealer can provide to the client is also displayed. More details on configuring the maximum discount for a sub-dealer can be found ➤ here
  • Button block – consists of two buttons:
    • Delete account (styled as a secondary button, more about button styling here) – deletes the account from the system when clicked.
    • Logout (styled as a primary button, more about button styling here) – logs the user out of the site and returns them to the homepage.

My orders (subdealer)

This is a table with the list of orders that the subdealer has placed on the website. The table consists of:

  • Order number and the order name (if specified). By default, the order name is the website address.
  • Status – orders can have the following statuses:
    • New
    • In progress
    • Approved
    • Accepted
    • In production
    • Manufactured
    • Shipped
    • Completed
    • Archive
  • Payment – shows the payment status and the invoice validity period. Payment status can be:
    • No status – if the invoice has not yet been issued
    • Requires payment (authorized) – invoice has been issued
    • Partially paid – invoice was partially paid
    • Paid – invoice has been fully paid
  • Total payable – the final amount payable including discounts/surcharges, taxes, and services.
  • Date of creation – displays the date and time when the order was created.
  • Info – if there are unread messages from the manager in the order, an icon will appear
  • Management menu – to open the additional menu, click on the three dots () on the right side of the order block. The expanded menu includes:
    • Create an order for my customer– creates a copy of the selected order, but with the client’s data. When clicked, a modal window appears where you need to enter:
      • First name
      • Phone number
      • Email
      • Preferred communication language
      • City
        After clicking the Create order button, the system will redirect to the online quotation page and a new record will appear in the Client orders section.

To open an order, click on the desired item in the table, after which you will be redirected to the online quotation page.

    • Copy the link – copies the link to the current order’s online quotation to the clipboard.
    • Edit order name – opens a modal window where the order name can be changed. By default, the order name is the website address. The name is limited to 120 characters.

Clients orders

On the current page, a table displays the orders that the subdealer has created for their clients.

The subdealer can create an order for a client in two ways:

  1. Through the cart – by clicking the Save order button (More details ➤ here)
  2. On the My orders page, through the order management menu, by selecting the Create an order for my client option.

The table consists of:

  • Order number/Status – orders can have the following statuses:
    • New
    • In progress
    • Approved
    • Accepted
    • In production
    • Manufactured
    • Shipped
    • Completed
    • Archived
  • Client – this column displays the client’s data:
    • Name
    • Phone number
    • Email
  • Payment – shows the payment status of the order and invoice validity. Payment status may be:
    • No status – if the invoice has not been issued yet
    • Requires payment (authorized) – the invoice has been issued
    • Partially paid – the invoice has been paid partially
    • Paid – the invoice has been fully paid
  • Total payable – the final payable amount including discounts/markups, taxes, and services. If an additional discount was applied, the discount percentage will be shown.
  • Date of creation – shows the date and time the order was created.
  • Info – if the order contains unread messages from the manager, an icon will appear
    • Management menu – to open the additional menu, click the three dots () on the right side of the order block. When expanded, the menu contains:
      • Copy the link – copies a link to the online commercial proposal of the current order to the clipboard
      • Create a copy with my prices – creates a copy of the selected order using the subdealer’s prices (if an additional discount was applied, it will be removed).
      • Change additional discount – allows adding or modifying the discount percentage for the order. When clicked, a modal window opens where a discount percentage must be entered in the input field.
        Please note! Below the input field, the allowed discount range is displayed.
        Below the input field, the pricing details are shown. After changing the discount, the order cost will be recalculated. To apply changes, click Save.