Process: Inquire about a business account
Flow
Objective
To provide information to the customer about the details of their business account relationship
Description
When a customer calls to find out the details of aspects of the business relationship, the Account Representative can display that information to communicate to the customer.
Features
- Customer orders
- Buyer purchase order limits and current spending levels
- Contract spending limits (such as right to buy, or obligation to buy) and current spending levels
- Business accounts
- Contracts
Customization
Additional reports may be created
Edition
Enterprise
Tasks
| Task | Description | Role |
|---|---|---|
| Display business account details |
View the details of a business account, including all the terms and conditions and other business account details. |
Account Representative |
| Display Buyer purchase order limits |
View the Buyer purchase order spending limits under a contract and the current order totals for a customer. |
Account Representative |
| Display contract details |
View the details of a contract, including all the terms and conditions and other contract details. |
Account Representative |
| Display contract spending limits |
View the right-to-buy and obligation-to-buy spending limits specified under a contract and the current order totals for a customer. |
Account Representative |
| Display orders |
View the details of a particular customer's order |
Account Representative |
| Find business account |
Find the business account in the system about which a customer is making an inquiry. |
Account Representative |
| Receive customer request (external) |
Receive a customer request to:
|
Account Representative |
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