Customer Data Pre-Requisites

The following customer data pre-requisites and settings need to be maintained correctly on the Digital Sales Platform in order for your Customers to access the Commerce application and view the products that are available.

Sales Area

The Sales Area for the customer contact users need to be maintained correctly so that the right data can be accessed (refer to 'Commerce User Management' for additional information). If users are not assigned to the right Sales Organization or Distribution Channel, they would not be able to view the products or gain access to the Commerce application functionalities. 

This can be done in the 'Sales Data Determination' section which is under 'Accounts' (select the account that you wish to view) > Contacts. 

Contacts can be assigned to one or more sales area of the account. Order processing and retrieval of pricing information is based on the main sales info identified for the contact. 

Status and Roles of Commerce Users

Status and Roles of customer contact users must be correctly maintained in the Digital Sales Platform. Users can enter the Commerce portal if status is set as Active. Permissions to place and review orders are based on roles assigned. 

As per this user found under Account (select the account of your interest) > Commerce Users

The user is able to access the Commerce Portal and see permissions granted for the role:

For more information, refer to 'Commerce User Management' on provisioning Commerce users.