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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

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 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.

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