Account Management
The account management enables seamless management of customer relationships, providing tools to handle onboarding new trade accounts, maintain update company information, manage multiple users within the customer org and their respective permissions, address book and credit limits for the customers.
Trade Account
Trade account management is a key feature for B2B commerce. It allows businesses to create and manage trade accounts for their customers. The customers can request a trade account directly from the website / trade portal and once approved they can start placing orders and also access the self-service capabilities.
Workflow
- Request Trade Account: The customer can request a trade account by filling out a form on the website.
- Approval Workflow: The request is sent to the admin for approval.
- Approval: The admin can approve or reject the request.
- Account Creation: If approved, the account is created and the customer is notified of the same.
- Ordering: The customer can now place orders using the trade account.
Create Trading Account
The following API operations are used for requesting the Trade Account from the website
| Operation | Endpoint | Response |
|---|---|---|
| Register Trade Account | /api/v2/commerce/b2b/create | It allows the users to request a Trade Account which then goes through the approval workflow as described above. |
User Management
The user management feature allows the admin to manage users within the customer organization. The admin can create new users with different rights and permissions. The users can be assigned roles and permissions based on their responsibilities within the organization.
The following roles & permissions are supported in the user management system:
| User Role | Company Admin | Sales User | User |
|---|---|---|---|
| Create Baskets, Add to Bag | X | X | X |
| Download Invoices, Statements | X | X | X |
| Place Order | X | X | - |
| Manage Users | X | - | - |
| Manage Address Book | X | - | - |
Get All Users
The following API operations are used for fetching the list of all users within the company
| Operation | Endpoint | Response |
|---|---|---|
| Get List of Users | /api/v2/commerce/b2b/${companyId}/users | Gets the list of all the users registered within the company |
Create User Account
The users can self-register on the website and then be associated with the company account. The following API operations are used for creating a new user account.
| Operation | Endpoint | Response |
|---|---|---|
| Register Normal User Account | /api/v2/commerce/customer/create | It allows the users to request a Normal Account and access directly after successful registration. |
Address Book
Get All Addresses for Company
The following API operations are used for fetching the list of all users within the company
| Operation | Endpoint | Response |
|---|---|---|
| Get List of Company Addresses | /api/v2/commerce/address/${userId} | Gets the list of all the Addresses maintained for the company. |
Update Address
The address details can be updated including the flag for default billing and shipping address. The system allows to setup a different default billing address and shipping address. The following API operations are used for fetching the list of all users within the company
| Operation | Endpoint | Response |
|---|---|---|
| Update Address | /api/v2/commerce/address/${addressId}/update | Update the address information. |
Invoices and Statements
The customers can download invoices and statements from the website.
Considerations for providing Invoices in the Trade Portal
- The invoices would be typically generated within the ERP systems and then synced with the commerce platform.
- The invoices data could either be synced with the Commerce Platform using a batch process or the invoices could also be fetched in real-time from the ERP.
- The final approach would depend on the volume of invoices and the frequency of the invoices being generated.
Get All Invoices
The following API operations are used for fetching the list of all The invoices.
| Operation | Endpoint | Response |
|---|---|---|
| Get All Invoices | /api/v2/commerce/b2b/${companyId}/invoice | Gets the list of all the invoices. |