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IHA website Integration

There are several ways in which the use of an In-House Account (IHA) affects, or integrates with your website.

 

In-House Account creation on the Web

IHAs for website purchasing are created using the normal process in the CORESense Back Office. First the Parent Customer is created, then the ‘child’ In House Account is created and associated to that Parent. New child accounts cannot currently be created from within a website.

 

Managing IHAs on the Web

When an In House Account is created for the website, the CORESense operator assigns a member of the IHA –- possibly a Human Resources person or other designated representative –- as administrator of the account. This is done via the e-mail address that is associated with the IHA. Once created, the administrator will see an In House Account link in the Quick Links section of his or her My Account page on the website. This access allows the administrator to either edit child account information or use the child account to process a transaction from the website.

 

Edit Child Account Information

Follow the steps below to edit a Child Account information.

 

Step

Action

1

From the Administrator My Account page, click on the In House Account link in the Quick Links section.

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2

The departments you have set up displays with the Child Accounts associated with each department. Click on Edit to update a child account’s information.

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3

You can edit a variety of contact and billing information from this screen. Make any necessary changes and click on the Submit button.

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Use Child Account for Transaction

Follow the steps below to apply a child account to a purchase on a website.

 

Step

Action

1

From the Administrator My Account page, click on the In House Account link in the Quick Links section.

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2

The departments you have set up displays with the Child Accounts associated with each department. Click on Use to process a transaction.

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notes.gifNote: Currently you cannot add or delete child accounts or departments from the website. Log in to your CORESense Back Office to perform those functions.

3

From the home page of the website, shop for merchandise. Add your purchase(s) to the Shopping Cart.

4

Click on Proceed to Checkout.

5

If all fields have been correctly filled out, the Payroll Method window defaults to the  IHA/Payroll Deduction option.

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6

The Review Order Summary window reflects the order total and the Balance Due. If the purchase is less than the amount available for purchase within that IHA department, the Balance Due displays $0.00.

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7

Click Place Order and the Confirmation Screen appears confirming that the order has been successfully processed.

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ecxclamation.PNG Important: IHA orders placed on a website are assigned a status of Needs IHA Approval in the CORESense Back Office and must be finalized by an Associate or Manager with the proper access level.

 

See Also

 

 

 

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