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My Account

The My Account area serves as your central hub for quick access to saved orders, invoices, quotes, and account settings.







Accessing My Account:



STEP ONE

If you hover over the area in the top right corner where it says “Hello,” you will see an overlay pop-up.




a. Under “Profile Information” you will be able to view the contact information for both the inside and outside reps on your account.


b. Under "Product & Management" you will have quick access to:
  • Saved Orders – Review your company’s complete order history.
  • Order Approval – View and approve orders submitted by a General User.
  • Invoice History – View all invoices in one place.
  • Account Settings – Update your password and manage account preferences.
  • Addresses – Manage billing and shipping addresses, including your ship-to selection.
  • My Quotes – Track all open and outstanding quotes.
  • My Lists – Organize and access product lists you’ve created.
  • Previously Purchased – Quickly reorder from a history of products your company has purchased from Werner.







STEP TWO

If you click “My Account” from the overlay dropdown, you will be brought to your account dashboard. Right away at the top, you can select to make your dashboard your homepage.









STEP THREE

You can also view Recent Invoices, Orders, and Quotes




a. Along the left-hand side, you will have the same menu options that the overlay pop-up provides.




b. You will also have the same widgets across the screen that you see on your homepage (My Quotes, Order History, Product Lists, Saved Carts)




c. Below that, along the left-hand side, you will see the titles of your product lists for quick access, as well as contact information for both your Inside and Outside sales reps.




d. You will also have a Quick Order widget on your Account Dashboard where you can easily search for items and add them to your cart. For detailed information on using Quick Order, please view Website Guide: Quick Order & Bulk Ordering.




e. You can also view your Recent Invoices (the same information viewable on the Invoice History page).


Below Recent Invoices, you will also be able to view Recent Orders and Recent Quotes (the same information viewable on the Order History and My Quotes pages).