Customer Account Management

You can allow your end users the ability to shop for multiple accounts, departments and attentions. If you do, users can select the information to use when shopping, not only on the Checkout page, but at any time after logging into the site.

 

You can set up the system so users must specify the information to use for the order as soon as they log in. They also have the ability to change the information at any time by clicking the My Account navigation toolbar and selecting Choose Account.

 

Once they specify the information to use for the order, the system automatically reprices items as necessary, including those items already in the user's Shopping Cart. Pricing varies depending on the customer's account, department and attention settings stored in the back office business system.

 

The selected account, department, and attention affects the display of many pages on the end user's shopping site, including Order History, Customer Budgets,

Online A/R, and so on.

 

When checking out, users can submit the order using the selected account, department and/or attention. Or, they can select different settings. If changed, item pricing is recalculated to reflect the chosen settings.

Note: To use this feature, the user's customer account must be set up with departments and/or attentions on the back office business system.

To set up this feature: