Process: Create business account

 

Flow

Legend

 

Objective

To set up a business relationship with a customer

 

Description

Business accounts represent the relationship between the owner of a store and the store's customer organizations and are the starting point for managing business relationships. Using business accounts, you can track contracts and orders for customer organizations and configure the purchasing process in a store for Buyers from customer organizations.

A business account contains the following information about a customer organization:

• The name of the customer organization and a contact person within that organization.
• The department and name of the Account Representative from the store assigned to the customer organization.

Before creating a business account for a customer organization, the customer organization must already exist in WebSphere Commerce. Also, at least one person associated with the customer organization should be a registered customer, since a contact at the customer organization is required when creating a business account.

The business account can be used to contain base contracts. The contracts under this account are intended to be shared by customer contracts to share the terms and conditions in the base contracts.

 

Features

• The name of the customer organization and a contact person within that organization.
• The department and name of the Account Representative from the store assigned to the customer organization.
• Accounts can be imported from a XML file.

 

Customization

Create accounts at different levels in the organization tree, rather than only at the top level as allowed by the WebSphere Commerce tools.

 

Edition

Enterprise

 

Subprocesses

• Create buyer organization
• Create contract
• Set business account details

 

Tasks

Task	Description	Role
Assign Account Representative	Assign the Account Representative from the Seller organization who will be responsible for this business account.	Sales Manager
Find customer organization	Find the customer organization in the system who will be the account holder of the business account.	Sales Manager
Set up business account	Create a business account by specifying : customer organization and customer contact name, and contact information Seller organization and Seller contact name the preferred price list to be used in contracts under this account (if there are multiple price lists associated with the store). The catalog filter in the contracts will default to the selected price list. It can be specified whether the price list can be changed in the contract, or if this price list must be used.	Sales Manager

 

Business artifacts

• Active contract
• Business account
• Buyer organization
• Customer information
• Relationship agreement

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