If you are an Account Representative, Buyer (sell-side), Category Manager,
Customer Service Supervisor, Customer Service Representative, Logistics
Manager, Marketing Manager, Pick Packer, Product Manager, Receiver, Returns
Administrator, Sales Manager, or Seller (including a Manufacturer or
Distributor) working with a B2B direct store, you have access to the following
WebSphere Commerce Accelerator menus and tasks:
Role |
Menu name |
Task |
Account
Representative | Marketing |
- List, create, change, delete, and duplicate customer profiles
- View a summary of each profile
- List, create, change, and delete campaigns
- List, create, change, and delete campaign initiatives
- View campaign initiative statistics
- Manage e-Marketing Spots
- Create, change, and delete e-Marketing Spots
- Schedule campaign initiatives on e-Marketing Spots
- Deliver promotions using e-mail
- Create, change, delete awareness ads
- View a summary of each awareness ad
|
Products | View
catalog entries, catalog entry types (such as products, SKUs, bundles and
kits), and merchandising associations (such as up-sells or
cross-sells) |
Sales |
- Manage business accounts:
- List, find, create, change, and delete accounts
- View a summary of each business account
- View contracts, order, and invoices for each business
account
- Manage contracts:
- Create, duplicate, change, view, delete, cancel, and export contracts
- Submit a contract for approval
- Redeploy contracts
- Suspend and resume contracts
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Buyer (sell-side) | Products |
- Manage products:
- Find and list catalog entries
- Change catalog entry types, such as products, SKUs, bundles and kits
- Find, list, create, and change merchandising associations (such as up-sells
or cross-sells)
- Find and list expected inventory records
- Find and list product vendors
- Manage auctions:
- Find, list, create, change, and retract auctions
- List, create, and change auction styles
- List, create, change, and delete bid control rules
- Close the bidding for auctions
- List and withdraw bids for customers
- Manage product promotions:
- List, create, and delete rule-based discounts, including product promotions
and order-level promotions
- View a summary of each rule-based discount
- Activate and deactivate rule-based discount
- List, create, and delete coupons
- Use Product Advisor:
- Help customers find the products they need, including exploring the
catalog, comparing products, and using question and answers to narrow down
shopping options
- View Product Advisor statistics
|
Sales |
- View RFQs (requests for quotes)
- Work with order management reports
- Work with and operational
reports
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Create, change and delete fulfillment centers
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Category Manager | Logistics | Track inventory and
shipments |
Products |
- Manage products:
- Find and list catalog entries
- Change catalog entry types, such as products, SKUs, bundles and kits
- Find, list, create, and change merchandising associations (such as up-sells
or cross-sells)
- Find and list expected inventory records
- Find and list product vendors
- Manage auctions:
- Find, list, create, change, and retract auctions
- List, create, and change auction styles
- List, create, change, and delete bid control rules
- Close the bidding for auctions
- List and withdraw bids for customers
- Manage product promotions:
- List, create, and delete rule-based discounts, including product promotions
and order-level promotions
- View a summary of each rule-based discount
- Activate and deactivate rule-based discount
- List, create, and delete coupons
- Find, list, create, and change categories
- Find and list categories
- Use Product Advisor:
- Help customers find the products they need, including exploring the
catalog, comparing products, and using question and answers to narrow down
shopping options
- View Product Advisor statistics
|
Sales |
- List and find RFQs (requests for quotes)
- Create, change, and delete product personalized attributes
- Work with order management reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational database.
- Work with and operational
reports
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Create, change and delete return reasons
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Customer Service
Representative | Sales |
- View RFQs (requests for quotes)
- Manage customers:
- Find, list, create, and change customer registration information
- Reset customer logon passwords
- Manage orders:
- Find, list, change, cancel, split, and add comments to orders
- Place, change, and cancel orders for customers
- View a customer's order history
- View a summary of each order
- Find and list returns
- Manage auctions:
- List and find auction bids for a customer
- Monitor and respond to any active auction forums
- Provide real-time customer support using a Lotus Sametime synchronous chat
applet
- Find and list returns
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Customer Service
Supervisor | Sales |
- View RFQs (requests for quotes)
- Manage customers:
- Find, list, and change customer registration information
- Reset customer logon passwords
- Manage orders:
- Find, list, change, cancel, split, and add comments to orders
- Place, change, and cancel orders for customers
- View a customer's order history
- View a summary of each order
- Manage returns:
- Create, change, and add comments to returns
- View a summary of each return
- Manage auctions:
- List and find auction bids for a customer
- Monitor and respond to any active auction forums
- Manage customer care:
- Provide real-time customer support using a Lotus Sametime synchronous chat
applet
- Create, change, and delete customer care queues for managing real-time
customer support
- Manage payment:
- Access WebSphere Commerce Payments
- Approve, deposit, settle, and find payment
- Find payment batches
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Logistics Manager | Logistics |
- Find, list, create, change, and add comments to returns
- View a summary of each return
- List pick batches and releases ready to ship
- List expected inventory records
- Find and list inventory
- Track inventory and shipments
|
Products | View
catalog entries, catalog entry types (such as products, SKUs, bundles and
kits), and merchandising associations (such as up-sells or
cross-sells) |
Sales |
- Manage orders:
- Find, list, change, cancel, split, and add comments to orders
- View a customer's order history
- View a summary of each order
- Manage returns:
- Create, change, and add comments to returns
- View a summary of each return
- Manage auctions:
- List and find auction bids for a customer
- Monitor and respond to any active auction forums
- Provide real-time customer support using a Lotus Sametime synchronous chat
applet
- Work with order management reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational database.
- Work with and operational
reports
|
Store |
- Change shipping preferences for the store
- Create, change, and delete fulfillment centers
- Create, change and delete return reasons
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Marketing Manager | Marketing |
- List, create, change, delete, and duplicate customer profiles
- View a summary of each profile
- Manage campaigns:
- List, create, change, and delete campaigns
- List, create, change, and delete campaign initiatives
- View campaign initiative statistics
- Manage e-Marketing Spots:
- Create, change, and delete e-Marketing Spots
- Schedule campaign initiatives on e-Marketing Spots
- Deliver promotions using e-mail
- Create, change, delete awareness ads
- View a summary of each awareness ad
|
Products |
- List, create, and delete order promotions
- View catalog entries, catalog entry types
(such as products, SKUs, bundles and kits), and merchandising associations
(such as up-sells or cross-sells)
|
Sales |
- Work with order management reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational database.
- Work with and operational
reports
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Pick Packer | Logistics | List pick batches and releases ready
to ship |
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Product Manager | Marketing |
- List, create, change, delete, and duplicate customer profiles
- View a summary of each profile
- List, create, change, and delete campaigns
- List, create, change, and delete campaign initiatives
- View campaign initiative statistics
- Manage e-Marketing Spots:
- Create, change, and delete e-Marketing Spots
- Schedule campaign initiatives on e-Marketing Spots
- Deliver promotions using e-mail
- Create, change, delete awareness ads
- View a summary of each awareness ad
|
Products |
- Manage products:
- Find and list catalog entries
- Change catalog entry types, such as products, SKUs, bundles and kits
- Find, list, create, and change merchandising associations (such as up-sells
or cross-sells)
- Find and list expected inventory records
- Find and list product vendors
- Manage auctions:
- Find, list, create, change, and retract auctions
- List, create, and change auction styles
- List, create, change, and delete bid control rules
- Close the bidding for auctions
- List and withdraw bids for customers
- Manage product promotions:
- List, create, and delete rule-based discounts, including product promotions
and order-level promotions
- View a summary of each rule-based discount
- Activate and deactivate rule-based discount
- List, create, and delete coupons
- Find, list, create, and change categories
- Find and list categories
- Use Product Advisor:
- Help customers find the products they need, including exploring the
catalog, comparing products, and using question and answers to narrow down
shopping options
- View Product Advisor statistics
|
Sales |
- List and find RFQs (requests for quotes)
- Create, change, and delete product personalized attributes
- Work with order management reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational database.
- Work with and operational
reports
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Create, change and delete return reasons
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Receiver | Logistics |
- List expected inventory records
- Find and list inventory
- Mark the disposition of returned goods
- Receive goods against an expected inventory return
- Create ad hoc receipts
- Find, list, create, change, and add comments to returns
- View a summary of each return
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Returns Administrator | Logistics |
- Find, list, create, change, and add comments to returns
- View a summary of each return
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
|
Sales Manager | Marketing |
- List, create, change, delete, and duplicate customer profiles
- View a summary of each profile
- Manage campaigns:
- List, create, change, and delete campaigns
- List, create, change, and delete campaign initiatives
- View campaign initiative statistics
- Manage e-Marketing Spots:
- Create, change, and delete e-Marketing Spots
- Schedule campaign initiatives on e-Marketing Spots
- Deliver promotions using e-mail
- Create, change, delete awareness ads
- View a summary of each awareness ad
- Change report delivery
settings
|
Products | View
catalog entries, catalog entry types (such as products, SKUs, bundles and
kits), and merchandising associations (such as up-sells or
cross-sells) |
Sales |
- List and find accounts
- List and find RFQs (requests for quotes)
- Create, change, and delete product personalized attributes
- Manage customers:
- Find, list, and change customer registration information
- Reset customer logon passwords
- Place, change, and cancel orders for customers
- Manage orders:
- Find, list, change, cancel, split, and add comments to orders
- View a customer's order history
- View a summary of each order
- Manage returns:
- Create, change, and add comments to returns
- View a summary of each return
- List and find auctions for a customer
- Work with order management reports
- Work with and operational reports
- Manage customer care:
- Provide real-time customer support using a Lotus Sametime synchronous chat
applet
- Create, change, and delete customer care queues for managing real-time
customer support
- Manage payment:
- Access WebSphere Commerce Payments
- Approve, deposit, settle, and find payment
- Find payment batches
|
Store |
- List, find, approve, and reject approval requests
- View a summary of each approval request
- List and find approval submissions
- View a summary of each approval submission
- Participate in asynchronous collaborative business discussions in the form
of workspaces using Lotus QuickPlace
- Create, change and delete return reasons
- Request and view business intelligence reports, such as account and
contract management, marketing, and sales reports. Many of the business reports
are generated by WebSphere Commerce Analyzer.
- Request and view operational reports, such as inventory management, order
management, and fulfillment reports; or traffic and sales performance. These
reports are generated in real time from your operational
database.
|
Seller
Note: The Seller has access to all tasks and is considered a composite
of a Product Manager, a Logistics Manager, and a Sales Manager | All menus | All tasks |