B2B direct view of the WebSphere Commerce Accelerator (Business Edition)

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 RepresentativeMarketing
  • 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 ManagerLogisticsTrack 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 RepresentativeSales
  • 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 SupervisorSales
  • 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 ManagerLogistics
  • 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 ManagerMarketing
  • 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 PackerLogisticsList 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 ManagerMarketing
  • 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.
ReceiverLogistics
  • 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 AdministratorLogistics
  • 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 ManagerMarketing
  • 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 menusAll tasks