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Managing Company Accounts

A company account is part of the B2B features on the EPiServer Commerce sample site, where businesses can manage their purchasing and deliveries from the e-commerce website. Companies can add their employees to the company account, and orders can be delivered to multiple addresses.

Do the following to add a company account:

  1. In Commerce Manager, go to Customer Management and Organizations. Select New Organization, and add the company information.
  2. Under Primary Contact, select the user that will be the administrator of the company account. The admininstrator must be registered on the website with an account.

  3. Under Contacts for the organization, select Add to add memebrs to the company account. You must at least add the administrator as a member of the account. Thisis needed to provide the account administrator access to the company account management features. Click OK to save the changes.

Administering Company Accounts

When the administrator goes to the My Profile Page, it will be a Company Profile page instead, from where the administrator can manage do the following tasks:

The personal My Profile page of the company account administrator can be accessed by typing in the URL in the address bar, for example: http://<domain>/en-US/My-Profile/My-Orders/

Delivering to Multiple Addresses

Multi-address delivery is a feature allowing for company users to dispatch deliveries to multiple addresses. The dispatch to multiple addresses option will be available for company account users during the checkout procedure. You can specify different quantities, delivery addresses and shipping methods for each delivery.

Each delivery can have its own shipping method but there will only be one billing address option.

The functionality of the company account related page templates are described in more detail in the Company Profile section under Page Templates.

 


Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us