When you are a logged-in user, the account dashboard is a great way to enhance your shopping experience on Surgo.com.
Note: Once you are on the account dashboard page, you can rearrange the modules to your liking by left-clicking on a module and dragging it to your desired location on the dashboard.
The video below shows you a great step-by-step of how to navigate your account dashboard and gives you a visual as well.
Access Your Dashboard
- Log in to your account: www.surgo.com/myaccount
- Navigate to the right-hand side of the page, click on the Dashboard Tab. This will open the Dashboard menu.
- Click on Dashboard button at the top of the menu. This will take you to your Dashboard homepage.
User Profile Module
- The User Profile module shows you your information: Name, Company, Phone, Email, Password.
- How to edit your profile details:
- Add a profile picture
- Select Upload Profile Image.
- Select the file you would like to use as your profile picture.
- Click Open.
- Sign up for the newsletter.
- Click on the Newsletter toggle to enable sign up.
- Send yourself a password reset link.
- Click on Send Email Password Reset Link.
- Add a profile picture
Saved Carts Module
- The Saved Carts module allows you to shop on Surgo.com, add items to your cart, and save that cart for checkout at a later time.
- How to save a cart:
- Locate and add products to your cart.
- Click on the shopping bag icon in the upper right corner of the site’s navigation.
- Once you are in your cart, click the Save Cart button.
- Enter the name of the cart in the Cart name field.
- Then, click Save & Close.
- How to check out with a saved cart:
- Within the Saved Carts module on your dashboard, locate the cart you’d like to checkout with.
- Click the See More button
- Click on View.
- Click the Load Cart button.
- The system will automatically load to your cart.
- Click the Proceed to checkout button.
Recent Orders Module
- The Recent Orders module displays all of the recent orders you’ve placed.
- How to View Order Details
- Locate the order within the Recent Orders module.
- Click on the View button next to the order.
- How to Search and View Past Orders
- Within the Recent Orders Module, click on the Manage Orders link.
- From here, you can locate an order by typing in the order number in the Search for Order field.
- Once you’ve located the order, click on the Order Ref No.
- How to Reorder:
- Within the Recent Orders Module, click on the Manage Orders link.
- From here, you can locate an order by typing in the order number in the Search for Order field.
- Once you’ve located the order, click on the Order Ref No.
- In the upper left-hand corner, click on the Reorder button.
- The products within that order will automatically load into your cart.
- Click the Proceed to Checkout button.
Billing & Shipping Addresses Module
- The Billing & Shipping Addresses displays your Primary Shipping and Primary Billing addresses.
- How to Change Primary Shipping or Billing Addresses
- Navigate to the right-hand side of the page, click on the Dashboard Tab. This will open the Dashboard menu.
- Click on Addresses.
- Locate the address you wish to make a primary address:
- Click on the delivery truck icon to set that address as your Primary Shipping Address.
- Click on the dollar icon to set that address as your Primary Billing Address.