Go to ‘Administration’ > ‘Master Data Management’ > ‘Account Type’, the administrator can define Account Types, which help to identify the primary usage of an account and tag respective customers, competitors, partners, etc.:
By having a different User Interface (UI) Profile by Account type you can display different information sets based on the chosen account type (e.g., if you have a large distribution network, you may wish to have additional account fields to capture demographic and order information of various distributors).
This field on the account detail page helps to identify contacts that share the same domain in their email address and allows to auto-create contacts as well as auto-link them to the respective account. This supports to quickly auto-populate the CRM solution with key contacts sales representatives who are engaging daily, in a hands-free way:
To identify a soft-delete for accounts that are either no longer active or for accounts in which there is no more business that is conducted, the account status field allows to flag those accounts accordingly. Using a saved search, a specific query can be created to show active or inactive accounts. We can display active accounts by default in the saved search to improve the end user workflow (refer to ‘Saved Search’ for additional details).
Go to ‘Administration’ > ‘Master Data Management’ > ‘Account Status’:
For additional information, please refer to Commerce Payment Method
This feature provides the user(s) the flexibility on when to order with PO vs credit Card or both. The Payment mode, by default, is defined in Commerce Administration with 3 possible values. To setup in the Digital Sales Platform, select an account > 'Details' > 'Payment Type'. This choice would be taken in preferrence over the default.
Article is closed for comments.