Process: Set business account details
Flow
Objective
To set up the details of the business account, such as applicable terms and conditions for the customer organization.
Description
Setup the following terms and conditions:
- Information about purchase orders that a customer organization has with a store.
- Whether or not invoices are to be automatically e-mailed to the customer organization.
- Customized form of the invoice, expressed as a JSP page.
- Whether or not the customer organization has a credit line.
- Shipping providers, charges and address terms
- Payment terms
- Any display customization information for the business customer. Store pages can be customized for a business account by specifying a piece of HTML code that can be used by a store's JSP files.
Setup the following data:
- Business accounts control customer entitlement by controlling the ability of Buyers from customer organizations to access a store's master catalog and see standard pricing for products contained in the master catalog. If certain customer organizations are not entitled to purchase products in the store's master catalog at standard prices, they are limited to products and prices covered by contracts the customer organization has with a store.
- Any general remarks about the business account.
Features
- Buyer purchase orders
- Credit line
- Display customization
- Invoicing
- Payment
- Shipping
- Customers of the business account can purchase under the terms of the store's default contract
- General business account remarks and contact information
In order for a Buyer to make use of a business account, the Buyer must be entitled to use a contract under that account.
Customization
Additional terms and conditions may be added to the business account.
The capabilities of existing terms and conditions may be enhanced by adding more information to them.
Greater use of display customization may be achieved depending on sophistication of the store pages.
Edition
Enterprise
Subprocesses
Tasks
| Task | Description | Role |
|---|---|---|
| Set account terms |
Terms and conditions define how an account is implemented for a customer organization. WebSphere Commerce supports the following terms and conditions for accounts:
This optional term specifies the payment methods that will be accepted for orders made under a contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
This term defines who pays for shipping orders. The following types of shipping charges are supported:
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book. These terms and conditions in the account are available to a buyer, along with the terms and condition specified in a contract. |
Account Representative |
| Set Buyer purchase order terms |
WebSphere Commerce provides the ability for you to track and authorize customer purchase order numbers. If a business account includes any purchase order terms and conditions and a contract specifies the use of that account, all purchases under the contract must specify a purchase order number defined with the account. A single purchase order number can then be used for payment authorization. Purchase order numbers are specified when the customer places an order. Purchase order numbers can be specified for three different types of purchase orders:
|
Account Representative |
| Specify business account details |
Set the details for a business account including :
|
Account Representative |
Business artifacts
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