Accounts

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Customers > Accounts 

Accounts.png


Accounts is a central location in Multifront where Administrators can create and manage B2B Accounts for all Stores.

Add Account

 Customers > Accounts > "Add New" button

Customer--accounts--add account.PNG Customer--accounts--add account 1.PNG Note: On successful creation of a B2B Customer an email is sent to the Email ID specified with an auto-generated password. B2B Customer can be created only through Admin and not from Demo site.

  1. Complete all Account Details
  2. Save progress using the "Save" button. The page will reload with additional tabs. Additional tabs can be managed to configure Accounts.
  3. New Account is now added.

Manage Acount

 Customers > Accounts > "Manage" action
  1. Manage Account Details
  2. Save progress using the "Save" button.
  3. Page will reload with action confirmation.
  4. Account is now edited.

Delete Account

Customers > Accounts > "Delete" action
  1. Page will reload with action confirmation.
  2. Account is now deleted.

Accounts Tabs

Customers > Accounts > "Manage" action

Edit Account.png Note: After an Account is saved, Admins can manage the addtional settings and options located in the Accounts tabs via the "Manage" action.

B2B Accounts have several tabs which Administrators can use manage and maintain key areas necessary of an enterprise level ecommerce platform, as follows:

General Settings

Customers > Accounts > "Manage" action > General Settings tab

Customer--accounts--manage account.PNG Customer--accounts--manage account--genrel setting.PNG

Tab Detail Description
Account Information Account Name The Account Name for the created Account.
Store Admin user needs to select the store for which he is creating the Account.
External ID This is the external Id associated with the Account which is used for the reference purpose.
Address Details Account Address Details The Address Details entered at the time of Account creation will become the default Address for the Account. New Addresses can be associated with the Account via the Address tab.
Billing/Shipping Address Checkboxes Address can be designated as Billing or Shipping default(s).

Addresses

Customers > Accounts > "Manage" action > Addresses tab

Addresses.PNG

The Addresses tab can associate multiple Addresses, including a default Billing and Shipping Address, to the B2B Account. Addresses can be designated as Billing or Shipping defaults during Address creation.


Add Account Address
Customers > Accounts > "Manage" action > Addresses tab > "Add New" button
  1. Add Account Address Details
  2. Save progress using the "Save" button
Edit Account Address
Customers > Accounts > "Manage" action > Addresses tab > "Edit" action
  1. Edit Account Address Details
  2. Save progress using the "Save" button
Delete Account Address
Customers > Accounts > "Manage" action > Addresses tab > "Delete" action

Child Accounts

Customers > Accounts > "Manage" action > Child Accounts tab

Childaccount.PNG Multifront can associate multiple Child Accounts under a single Parent Account. From the Parent Account, In the Child Accounts tab, Admins can create and manage associated Child Accounts.

Tab Detail Description
Account Information Parent Account Read-only
Account Name Account Name for the Child Account.
External ID External ID associated to the Account, used for reference purposes. If unknown, leave blank.
Store Read-only
Address Details Address Details Child Account Address Details


Add Child Accounts
Customers > Accounts > "Manage" action > Child Accounts tab > "Add New" button
  1. Add Child Accounts Details
  2. Save progress using the "Save" button
Edit Child Accounts
Customers > Accounts > "Manage" action > Child Accounts tab > "Edit" action
  1. Edit Child Accounts Details
  2. Save progress using the "Save" button
Delete Child Accounts
Customers > Accounts > "Manage" action > Child Accounts tab > "Delete" action

Permissions

Customers > Accounts > "Manage" action > Permissions tab

Permission.PNG

In this section, Admins can customize the Users detail "Permission Name". This is the detail Users are assigned to manage their purchasing permission level.


Edit Permissions
Customers > Accounts > "Manage" action > Permissions tab > "Edit" action
  1. Edit Permissions Details
  2. Save progress using the "Save" button

Departments

Customers > Accounts > "Manage" action > Departments  tab

Departments.PNG Admins can create Departments which can be associated to Users in the Users tab. Departments aid in organizing the Users associated to a B2B Account.


Add New Departments
Customers > Accounts > "Manage" action > Departments tab > "Edit" action
  1. Add Department details
  2. Save Progress using the "Save" button.
Edit Departments
Customers > Accounts > "Manage" action > Departments tab > "Edit" action
  1. Edit Child Accounts Details
  2. Save progress using the "Save" button
Delete Departments
Customers > Accounts > "Manage" action > Departments tab > "Delete" action

Users

Customers > Accounts > "Manage" action > Users tab

Users.PNG

Multi front supports B2B Accounts with two Role Levels; Admin and User.

The Role Names "Admin" and "Manager" have Admin level Roles and do not have restrictions. Admins of an Account can view all Orders placed by associated Customers. Admins of a Parent Account can also view the Orders placed by the Customers of an associated Child Account.

The Role Name "User" can be configured with three purchasing settings: "Does not Require Approval", "Always Require Approval", and "Sometimes Require Approval".

In this tab, Administrators can add and manage the Users associated a B2B Account.


Users Details
Detail Description
Customer ID Customers ID associated to the Account, used for reference purposes. If unknown, leave blank.
Full Name Name detail
Phone Number Phone Number detail
Email ID Customers email adddress will be default. Email address can be edited after it is saved.
UserName Customers UserName Details
User Type The type of User.
Department Drop-down list of existing Departments from Departments tab.
Store Name Name of the store User belongs to
Pending order History/Order History Order details can be seen here.
In case of Role Name: User
Permission Name
Sometimes Requires Approval User can check out if the Order Total is less than the respective Budget Amount detail. If the Order Total exceeds the Budget Amount, the cart can be saved as a Quote. After the Approver (determined by Approval Name detail) approves the Quote, the User can complete the Order.
Always Requires Approval User needs the Approvers permission (determined by Approval Name detail) each time a purchase is made. During checkout, the "Checkout" button is replaced with an option to save cart as Quote. Quotes are sent to the Approver after the cart is submitted as Quote. After the Quote is approved, the User can create an Order with Quote.
Never Requires Approval User does not require approval from Admin/Manager to purchase Products. This is, effectively, the same permissions as a B2C User.
Approval Name Drop-down with Admin and Manager of respective Department detail
Budget Amount Users per transaction purchasing allowance. If Order Total exceeds the Budget amount, the cart will be saved as a Quote. Quotes are sent to the Approver after the cart is submitted as Quote. After the Quote is approved, the User can create an Order with Quote.
  • Administrators can use Tools to manage Users; Enable, Disable, or Reset Password
  • Reset passwords will be emailed to the Users Email Address on file.
Add User
Customers > Accounts > "Manage" action > Users tab > "Add New" button

Note: After an User is created, Admins can direct manage a Users Quote and Order History using the Manage buttons.

  1. Add new User details
  2. Save progressing using the "Save button
Edit User
Customers > Accounts > "Manage" action > Users tab > "Edit" button
  1. Edit User details
  2. Save progressing using the "Save button
Delete User
Customers > Accounts > "Manage" action > Users tab > "Delete" button

Profiles

Profiles.PNG

Customers > Accounts > "Manage" action > Profiles tab

Customers purchasing Products without registering an Account are automatically associated to the "Anonymous" Profile. Customers purchasing using their registered Account get associated to the 'Registered' Profile. Administrators can associate existing Profiles to Users.

Associate Profile
Customers > Accounts > "Manage" action > Profiles tab > "Associate Profile" button
  1. Select Profiles to Associate to Account
  2. Save progress using the "Save" button

Orders

This section references Orders. If you are looking for additional information on this topic, see Orders.
Customers > Accounts > "Manage" action > Orders tab

Manage Account.PNG

The Orders tab is a centralized location for Admins to view, create, and manage Orders for all Customers associated to a B2B account. From here, Admins can also modify order statuses, initiate RMA's, and resend order confirmation emails. Actions can be used to perform various functions related to Order Management.

Pending Orders

Customers > Accounts > "Manage" action > Pending Orders

Pending Orders.PNG

Pending Orders is a tab where all the pending orders along with the status of that particular order will be displayed. Administrators can manage and view all the pending orders.

User Detail Description
Pending order ID Unique Pending Order ID associated with the order which is placed but pending for Payment.
Customer Name Full Name of the customer.
Account Name Account Name details for which the order is placed.
Store Name Store Name for which the order is placed.
Pending Order Status Current status of the pending order.
Pending order Amount Pending amount of the order.
Created Date Date on which the order was created/placed.
Action Order details can be seen and edited from this tab.

Price Management

Customers > Accounts > "Manage" action > Price Management Tab

Price Management.PNG In this section, Administrators can associate Pricing Lists to a B2B Account. The Admin User can associate multiple Price List to the B2B Customers. Multiple Pricing Lists will be applied based on the Precedence detail set for each User.

Associate Pricing to Account
Customers > Accounts > "Manage" action > Price Management Tab > Associate Price" button

AccountsAssociate.PNG Note: Pricing Lists are created in OMS > Pricing Engine.

  1. Select Price List(s) to Associate to Account
  2. Save progressing the "Save" button

Notes

Customers > Accounts > "Manage" action > Notes tab

Customers--accounts--notes.PNG

Admin User can add notes against each Customer for his understanding purpose.


Add Notes
Customers > Accounts > "Manage" action > Notes tab > "Add New" button
  1. Add Note details
  2. Save progress using the "Save" button


Edit Notes
Customers > Accounts > "Manage" action > Notes tab > "Edit" Action
  1. Edit Note details
  2. Save progress using the "Save" button. Page will reload with action confirmation.
  3. Note is now edited.


Delete Notes
Customers > Accounts > "Manage" action > Notes tab > "Delete" Action
  1. Page will reload with action confirmation.
  2. Note is now deleted.

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