Inquiry and Order permissions in the Commerce portal depend on whether the user belongs to a Customer or Prospect Account. Based on ERP processes, sales managers can assign appropriate permissions for prospect/customer accounts to control cart behaviour. Sales representatives can now better organise and manage incoming inquiries and orders, to optimise sales follow-up processes.
Commerce System Administrators (See "Commerce User Management" for more information), can switch on/off the order and inquiry processes on an application-wide level. This means that the Commerce application either does or does not support the order and/or inquiry process for all users of an account type as set up in 'Operation Settings' > 'Order & Inquiry':
For example, existing customers can be allowed to both inquire and order, while prospects may only browse and inquire.
Use case example: Customer Account
Below are examples of a commerce user that belongs to a Customer Account. Referring to the configuration settings where "Inquiry" and "Order & Checkout" options have been made unavailable, these features will be hidden upon logging into the Commerce Portal.
When the features are toggled and made available, the commerce users will be able to view those features upon logging into the Commerce Portal.
Accounts are defined as a Customer or Prospect within the Digital Sales Platform and is maintained under 'Accounts' > (select account to be viewed) > 'Detail':
(See "Process Overview: Checkout Process" for more information)