Accounts

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Customers > Accounts 

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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

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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 the 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.


Edit Account

Customers > Accounts > "Edit" button
  1. Click on Edit
  2. Make the required changes
  3. click on save.


Delete Account

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


Manage Accounts (Other Tabs in Manage Accounts)

Customers > Accounts > "Manage" action > General Settings

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Note: After an Account is saved, Admins can manage the additional 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:


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

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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
  1. Add Account Address Details
  2. Save progress using the "Save" button


Edit Account Address
  1. Edit Account Address Details
  2. Save progress using the "Save" button


Delete Account Address
  1. Page will reload with action confirmation.
  2. Account Adress is now deleted.


Permissions

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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
  1. Edit Permissions Details
  2. Save progress using the "Save" button


Departments

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


Add New Departments
  1. Add Department details
  2. Save Progress using the "Save" button.


Edit Departments
  1. Edit Child Accounts Details
  2. Save progress using the "Save" button


Delete Departments
  1. Delete Department Details
  2. Page will reload with a confirmation message.
  3. The Departement is deleted.


Users

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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 with 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

Note: After a User is created, Admins can directly 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
  1. Edit User details
  2. Save progressing using the "Save button


Delete User
  1. Delete the User Details
  2. Page will reload with a confirmation message.
  3. The child account is deleted.


Profiles

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


Associate Profile
  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.

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The Orders tab is a centralized location for Admins to view, create, and manage Orders for all Customers associated with 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

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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

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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

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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

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


Add Notes
  1. Add Note details
  2. Save progress using the "Save" button


Edit Notes
  1. Edit Note details
  2. Save progress using the "Save" button. The page will reload with action confirmation.
  3. Note is now edited.


Delete Notes
  1. Page will reload with action confirmation.
  2. Note is now deleted.


Additional Attributes

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Additional account settings can be managed using these attributes.

Detail Description
Enable Budget Management Enable Budget Management allows Admin to
  • Enable Approval Management - This field allows Admin user to Enable or disable Approval Routing for users associated with the account.
  • Enable User Order Limit - This field allows Admin user to enable or disable whether set per order amount limit will be applied to the users associated with the account
  • Enable User Order Annual Limit - This field allows Admin user to enable or disable whether set annual order amount limit will be applied to the users associated with the account
  • Annual order limit start month - If Admin enables annual order limit for the account then he/she will be able to set annual order limit to start a month
Open Account Billing details Admin can add the Billing Account Number associated with all the users of the account.

Note - Billing Account Number is a unique number which identifies the OAB order belongs to which Account or User.

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