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

Email

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 notes about "my account" data

  • 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 Aphix 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

Email

Contact information | Email Address

Customer.EmailAddress

Phone

Customer List | Phone

Customer.Phone

Address

Customer List | Full Address

Customer.Address - consisting of:

  • Address.AddressLine1

  • Address.City

  • Address.County

  • Address.Country

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.