IBM



10.4.1 Sales: Accounts

Business accounts represent the relationship between 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 how buyers from customer organizations shop in a store.

Topics closely related to business accounts are:

Purchase order

Credit line

Invoices

Display customization

Contracts

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

The name of the customer organization and a contact person in the organization.

The department and name of the account representative from the store who is assigned to the customer organization.

Information about purchase orders that a customer organization has with a store.

How invoices are delivered to the customer organization.

Whether the customer organization has a credit line.

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 JSPs files.

Any general remarks about the business account.

Also, 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 in the master catalog. If a customer organization is not entitled to purchase products in the store's master catalog at standard prices, they are limited to products and prices covered by contracts that the customer organization has with a store.

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

The first window that opens shows a list of customer accounts that already exist.

Three columns of information are displayed for each defined customer account:

Customer The name of the company holding the account

Representative The name of the representative organization within the seller's organization that is responsible for the account

Number of contracts The number of contracts that belong to the account

The seller administrator can accomplish the following tasks:

Create a new customer account.

Modify a customer account.

Create a new contract for a customer account.

List existing contracts for a customer account.

View orders for a customer account.

Display a summary of account information.

Display reports for a customer account.

Delete a customer account.


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