The My Account Menu

 

This video gives a brief overview of the features available to registered users under the My Account Menu.

 

Video Transcript

Hello and welcome to the Cooney Brothers How To Video Series. In this video we will cover a brief overview of the all the features found under the My Account section of the website, which is only available to a registered users.

As a registered user, you will have access manage your account online from the My Account Drop Down menu found in the upper right corner of the page.

Under the menu, the first option is the My Account section. There, you can view your contact information on the profile tab, and on the Address tab, your billing address and a list of all your shipping addresses. There is also quick access via the additional tabs to your Saved Lists and Carts (under Groups), Orders (10 more recent Open Orders, Bids and Completed Orders) as well as a scrolling carousel of your most recently ordered items. The next menu item is the Account Inquiry section. Here you can view your open balances, obtain invoice copies, and see your statement. This section is followed by the Change Password function.

Next on the menu is where you can Add a New Credit Card via a secure and fully PCI Compliant process. Saved credit cards can then be used on future orders placed online as well as orders placed through your sales rep.

Credit Application to apply for Credit Terms.

The next three sections of the website give you full access to see your open orders, open bids and completed orders. This includes both orders placed online and through your sales rep. From these pages, you can re-order items even if they are not listed for sale on the website. Tracking information can be obtained from the Order History page.

The next feature accessible to registered users are Saved Lists and Saved Carts. This function gives you the ability to save groups of items. You can save items individually to lists, or you can save an entire cart, which can be shared with colleagues or people outside of your organization.

Another time-saving feature is the Quick Order Pad, which can also be accessed via the black menu bar. The Quick Order feature gives you the ability to order multiple items at a time, either manually, by copying/pasting, or even by uploading an excel sheet.

If you are looking to control the amount of access other users within your organization have, user roles can be setup for registered users, where an administrative user (or users) can be assigned and manage who can make a purchase and which locations they can buy for.

If User Roles are setup within your organization, the options available under the My Account Menu vary slightly. Administrative Users will have additional menu items: Add New User, Manager Users and Approval Cart List. Authorized Purchasing Agents will also have the Approval Cart List option. General Users will have one less item, as they do not have the ability to view the Account Inquiry section.

Finally, though not specifically found under the My Account menu, another popular feature available only to registered users is the ability to add your part numbers. They can be added manually or via upload, and once matched, you'll be able to order and search via your part number.

  


How to Register


Get started using the new cooneybrothers.com with an account for quick and easy ordering,shipping tracking and repurchasing. Watch the video above to learn how.


Adding Customer Part Numbers 


Adding your part numbers to ours is a quick and easy way to find and order the parts you need. You can add your parts manually, or we can upload them in bulk. Watch this video to learn how.


Return to all Videos for Web Assistance


The new CooneyBrothers.com is packed with easy to use features that will make your job easier. Return to the main website assistance page to learn more about each topic.

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    • Cooney Brothers, Inc.
      1850 Gravers Road, #100
      Plymouth Meeting, PA 19462-2837
    • Phone: 610-272-2100
    • Fax: 610-272-7072
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