Managing a business account involves tasks that create and modify business accounts. The various tasks involved in managing a business account are performed by different roles.
The following steps are involved in managing a business account:
- The Seller Administrator uses the Organization Administration Console to create a top-level organization for the buyer organization.
- Someone from the buyer organization creates any sub-organizations that represent divisions or departments of the top-level organization.
- Someone from the buyer organization creates users associated with the top-level organization or other sub-organizations. These users can be used to select a contact person when creating the business account. The user information for the people who may be designated as a contact person for contracts should include an email address.
- The buyer organization creates an address book that contains any addresses that could be used as ship-to addresses in a contract.
- A Sales Manager creates a new business account that represents the relationship between the store and a buyer organization. New business accounts are created using the Business Relationship Management tools in the WebSphere Commerce Accelerator. The Sales Manager can either complete all the information for a business account or leave it for an Account Representative to complete.
- If required, a Sales Manager or Account Representative can modify a business account.
- While a business account is active, the Account Representative can view information about a business account, such as: When the business account and any contracts belonging to the account are no longer needed, the Sales Manager can delete the business account.