We show you how to fully utilise your customer account. As soon as you have registered with the Stecker Express Shop free of charge, you and your team have numerous functions at your disposal. Not only do you simplify the ordering process in this way, you can also create and manage accounts for your employees, allocate budgets and assign roles. In addition to visualising your company structure, you can also easily carry out CSV quick orders, request quotations and kit up approval processes. You can find an overview of all the functions with step-by-step instructions here.
Dashboard
The dashboard is your entrance to the customer account. Here you can see your orders, offers, ordered items and your order lists at a glance.
Personal profile
In the Personal Profile tab you can find all the information about your personal details. For example, you can change your email address or password here.
Company
Under the Company tab you can find all the settings related to your saved company. Among other things, you can change the company address, create employees and cost centres, assign roles and budgets or enter your preferred payment method.
Offers
You can view your offers and offer status under Offers. If you have created employees with limited budgets, you can also view and manage order approvals here.
Orders
In the Orders tab, you can see the orders you have already placed and their status. In addition, you can view and manage your order lists and create a quick order here.
You can find roles in your customer account under Company.
You can create roles in the column under "Own roles"
You can find roles in your customer account under Company.
You can create roles in the column under "Own roles"
1. In your customer account you can find roles under Company.
"Own roles” are separately created roles. These can be changed and deleted at any time.
"Global roles" are usable roles provided by the system. These cannot be changed or deleted. If the "Global roles" do you meet your needs, you can create individual ones at any time using “Own roles”.
2. You can create a new role by clicking the “Add role” button. All you have to do is enter a name for the role and click Save.
Select role
Edit role
Assign authorisations
Select role
Edit role
Assign authorisations
1. Select the role you want to edit.
2. Icons:
Select "Pencil" to edit.
Select X to delete the role. (NB: This step cannot be undone).
"Global roles" cannot be deleted.
3. Issue rights for the role. The rights can be amended at any time. Roles can be limited further by "Budgets". The prerequisite is the "Allowed to shop" right under the rubric "Shopping.
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Employees can be found under the Company tab
Add employees
Edit employees
Employees can be found under the Company tab
Add employees
Edit employees
1. In your customer account you can find employees under Company.
2. You can create new employees under the button “Create employees”.
3. Explanation of the edit icons:
Magnifying glass: Review and amend employees.
Red X: Delete employee from the customer account. (NB: This step cannot be undone).
Fill in required fields
Save employees
Create multiple employees
Fill in required fields
Save employees
Create multiple employees
1. Please complete the form’s fields. Mandatory fields are marked with *.
NB: Before creating an employee, the role must be created for the employee. Select from previously defined roles (Company / Role)
2. Save to create employees.
3. If an employee already has their own account, you can add them to your account via "Employee already has an account".
If you want to create several employees, you can also import them easily using a CSV file. You can do this in the "Import / Export via CSV file" tab.
Budget can be found under the Company tab
Create budget
Edit budget
Budget can be found under the Company tab
Create budget
Edit budget
1. In your customer account you can find Budgets under Company.
2. You can create new budgets under the button “Create budget”.
3. Explanation of the edit icons:
Magnifying glass: Review and amend budget details.
Red X: Delete budget group. (NB: This step cannot be undone).
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Fill in required fields
Save budget
Fill in required fields
Save budget
1. Please complete the form’s fields. Mandatory fields are marked with *.
NB: The employee must be created before a budget can be created.
2. Click on Save to save the settings.
Select budget on order completion page
Select budget on order completion page
It is only possible to select a budget for an order on the Order completion page (checkout)
1. Select budget for the order from the list.
You can find cost centres in your customer account under Company.
Create cost centres
Edit cost centres
You can find cost centres in your customer account under Company.
Create cost centres
Edit cost centres
1. In your customer account you can find Cost centres under Company.
2. You can create new cost centres under the button “Create cost centres”.
3. Explanation of the edit icons:
Magnifying glass: Review and amend cost centres.
Red X: Delete cost centres. (NB: This step cannot be undone).
Assign name and save
Assign name and save
1. Please complete the form’s fields. Mandatory fields are marked with *.
2. Click on Save to save the settings.
You can now select the cost centre on the Order completion page and assign it to the order.
Request offer
Fill in the form and click the button
Request offer
Fill in the form and click the button
1. Offers can be requested from the shopping basket using the "Request offer" button. If the button is not displayed, the shopping basket value is below the usual amount for offers. If you would like an offer, please contact us.
2. Complete the form and click on Request offer.
Offers can be found under the tab Offers
Status of your offer
Edit offers
Offers can be found under the tab Offers
Status of your offer
Edit offers
1. You can see your open offers in your customer account under “Orders / Offers”.
2. Status of your enquiry:
Requested by the customer: We have received your offer enquiry and it is currently being processed.
Open: Your offer enquiry has been accepted (in the requested or modified form). An order at the agreed conditions is now possible.
Accepted: An order has been triggered on the basis of the quote.
3. Explanation of the edit icons:
Blue magnifying glass: Check offer details
Yellow clock: Extend offer validity (The validity is displayed in the column “Valid to”.
Green basket: Place order based on the confirmed offer.
Red download button: Download offer. Grey square: Repeat order.
Orders can be found in your customer account under Orders.
View order details
Orders can be found in your customer account under Orders.
View order details
1. In your customer account you can find orders under Orders.
2. Explanation of the edit icons:
Magnifying glass: Check order details, download documents and repeat order.
You can find order lists in your customer account under Orders.
Create order list
A window opens in which you can enter the name of the list.
Edit order lists
You can find order lists in your customer account under Orders.
Create order list
A window opens in which you can enter the name of the list.
Edit order lists
1. In your customer account you can find order lists under Orders.
2. You can create a new order list in your customer account by clicking the button "Create a new order list”.
3. A window opens, where you can enter the name of the list.
4. Explanation of the edit icons:
Green basket: Add all articles in the order list to the shopping basket.
Light-blue csv file: Download all articles in the order list as a .csv file.
Red bin: Delete order list.
Dark-blue magnifying glass: View order list and add individual articles to the shopping basket or delete from the list.
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You can find quick orders in the Orders tab
Quick order by entering the article number
Quick order by uploading a CSV file
You can find quick orders in the Orders tab
Quick order by entering the article number
Quick order by uploading a CSV file
Quick order by entering the article number in the article no. field (Variant 1) or import a .csv file (Variant 2)
1. In your customer account you can find Quick order under Order.
2. Variant 1: Quick order by entering the article number in the article no. field.
3. Variant 2: Importing a .csv file.
- Define the column number where the article is located.
- Select the number of columns to be noted. Other columns in the file are not taken into account during import.
- Define the separator for the columns (typically ";")
- Select the file by clicking on the area highlighted in grey or drag the file directly into the marked area. You will find an example structure in the next window.
Possible CSV file structure
Possible CSV file structure
Example of the structure of the file to be imported.
NB: If you have selected other settings as shown in the window above, the file must be structured accordingly. For example, if the number “2” is entered in the field "Column product no.”, the article no. must be in column “B” and not in column “A” as shown in the example below.
Header A header is possible as an option. If a header line is used, tick "File has a header line" in the import area.
Column "A" Stecker Express article no. If you do no have our article no., please feel free to send us your article no. List with manufacturer's details. We will be happy to covert it.
Column “B” desired quantity of the article. All the following columns are disregarded during the import.
E-Procurement
Would you like to order directly from your own system and not have to switch to the online shop every time? We have just the thing. We link your ERP system!
Customer-specific prices
If you have a customer account and have negotiated customer-specific prices, you can see them and order at your conditions.
Invoice management
With a customer account, you always have access to all your invoices and delivery notes.