Self-Management

Empower users to create and manage wishlists, set preferred checkout options, submit quote requests, respond to quotes, and convert quotes to orders. Allow them to manage company structures, assign roles and permissions, handle subscriptions and back-in-stock notifications, and stay in control of their payment methods.

• View detailed order history, track statuses, and reorder previous purchases.

• Manage addresses for shipping and billing, and set default and preferred addresses for faster checkout.

• Update company and personal data, such as contact details or preferences. 

• Split shipments, choose delivery options, and handle complex shopping needs straight in their account.  

• Subscribe to alerts and manage communication preferences to stay informed.

• Handle large purchases with bulk ordering, quick entry, and file uploads.

• Returns handling, including return initiation, refund tracking, and documentation management. 

What the self-management feature delivers for your business: 

• Enhanced user experience: Versatile self-management options let customers operate the platform at their own pace, keeping them in full control and elevating their ecommerce experience.  

• Operational and workflow efficiency: Self-management reduces delays and eliminates bottlenecks, enabling users to complete tasks, make purchasing decisions, and review orders whenever the need arises. 

• Reduced support overhead: Empowering customers to handle routine tasks, such as updating account details or submitting quote requests, allows your support team to focus on higher-value interactions, lowering operational costs and speeding up resolution for critical and complex issues.  

• Scalable growth: Self-service tools support seamless scalability without increasing overhead or compromising service quality, ensuring your ecommerce operations remain efficient, even with rapid growth. 

Self-management functionality enhances customer satisfaction and loyalty by allowing users to manage their accounts independently on their own terms, while freeing your team to focus on strategic initiatives. Find out more about tools that drive productivity and scalability in Virto Commerce by visiting our user guide.