This page provides Business administrators a user guide for the Accounts microservice for the Infosys Equinox Commerce platform.

Getting Started

Accessing the Accounts Console

Overview

The Accounts microservice (“Accounts”) allows Accounts Admin/Accounts Rep to create and manage Business to Business (B2B) accounts for its clients.

For a detailed overview of the Accounts microservice, see the Accounts Microservice Overview.

Service Glossary

• Accounts Admin: Creates a new account, approves accounts, updates existing account information, assigns account rep, creates contracts, manages orders. They oversee complete account management for the seller organization.
• Accounts Rep: Updates existing account information, creates and manages contracts, and manages orders.
• Attributes: Properties that define an account appears in the storefront, such as activation date, business category, secondary contact email ID, and so on.
• Contract: A legally-binding agreement (in doc, docx, or pdf format) between buyer and seller organizations, containing business relationship in terms of payment term, account, credit limit, catalog, and price information. Contracts have an end date after which they become invalid.
• Credit Limit: The maximum credit extended to a customer, beyond which purchases cannot be made until the previous credit is cleared. Clearing the outstanding credit will enable the customer to avail credit within the limit.
• Customer: A business consumer or buyer on the Business’ B2B storefront.
• Price Lists: A container or wrapper entity to hold the prices of multiple stock keeping units (SKUs) available for sale to a consumer or buyer.
• Pricing Manager: Creates and edits price lists, approves or denies data submitted by pricing editors, and manages currency and price types used by a price list.
• Product: A good, service, or idea with tangible and intangible attributes, available in multiple variants (SKUs).
  In Infosys Equinox Commerce, the consumer/buyer evaluates a product (for example, a men’s dress shoe available in black and brown and in sizes from 10 to 15), but actually purchases a SKU associated with the product (for example, a black colored version of the dress shoe in size 12) rather than the product itself.
• Purchase Order (PO): An official document issued by a buyer committing to pay the seller for the sale of specific products or services to be delivered in the future.
• Stock Keeping Unit (SKU): A particular variant of a product available for purchase by a consumer/buyer.
• Store: Represents a specific physical location or online store of a business.
• Storefront: A consumer-facing website presenting products, content, and promotions across multiple channels such as desktop, tablet, and mobile.

Accessing the Accounts Console

Getting Started | All Accounts Page

To access the Accounts console,

1. Log in to the Foundation server for your business (URL provided by Infosys Equinox).
   
2. Click Accounts on the StoreOps page.
   
   The All Accounts page appears:
   

Managing Accounts and Attributes

Accessing the Accounts Console | All Attributes Page

In the All Accounts home page, you can manage:

• Accounts: To create and manage all accounts.
• Attributes: To define and manage account attributes.

For information on managing accounts and attributes in the Accounts Admin console, see the video given below:

Accounts Tab Overview

In the Accounts tab, you can:

• Search for accounts.
• Create a new account.
• View or edit existing accounts.

Note:

• You can sort the account by account name, type, ID, and/or status by ascending/descending order.
• Pagination option displays the number of pages that contain account information.
• You can navigate the subsequent pages using the Next button.
• By default, 10 rows per screen will be displayed.

Configuring Account Search

In the All Accounts page, you can search for accounts and modify the search fields as needed. 

Searching for Accounts

To search for accounts,

1. Click the Account Name, Account ID, Account Type, and/or Status, drop-down list in the header.
2. Enter the desired search criteria in the search field, and click the Go button.
   Note: To reset the search field, click the Reset button.
   
   The search result is displayed.
   

Modifying Searchable Fields

You can modify the search criteria by selecting or deselecting the required attributes you want to see in the search results. The search criteria can also include custom attributes. The searchable fields available under the Custom section are created by the account admin user as custom attributes, which help to search for accounts by these custom attributes. For example, you can search for accounts with a specific geo-location, business type, and so on.

To modify the searchable fields,

1. Click (the ellipsis) at the beginning of the search field.
2. Select or deselect items to add or remove searchable fields in the header.
   The selected searchable fields appear in the header:
   
   Note: To reset the search field in the header, click the Reset button.

Creating a New Account

To create a new account,

1. In the Accounts home page, click the Create Account button. The Create Account page appears:
   
2. In the Create Account page, enter or select the required information.
   The following table provides the field description for the Create Account page:
   

   Field	Description
   Account Name*	Enter the buyer’s organization name.
   Buyer Email Address*	Enter the buyer admin’s email address.
   First Name*	Enter the buyer admin’s first name.
   Last Name*	Enter the buyer admin’s last name.
   Account Type*	Select the applicable account type. The account types are hard coded to allow the clients to segment their buyers (for example, Agriculture, Hospital, Computer, etc.) for promotional and other purposes.
   Account Size*	Select the buyer’s company size (reflects the possible number of shoppers from the buyer).
   Address*	Enter the buyer’s street address.
   City*	Enter the buyer’s city.
   State*	Enter the buyer’s state.
   Country*	Enter the buyer’s country.
   Zip Code*	Enter the buyer’s zip code.
   DUNS Number	Enter the Dun and Bradstreet’s unique nine-digit identifier for the buyer.
   Tax ID*	Enter the buyer’s tax identification number.
   Contact Number*	Enter the buyer’s contact number.

   Note: The fields marked with asterisk (*) are mandatory. 
3. In the Attributes section, select the appropriate Attributes for the account.
   Note:
   You can select the attributes available within the collection. For information on how to create attributes, see Creating an Attribute.
   You can delete optional attributes using the Delete icon.
4. Click the Save button. The newly created account appears in the Accounts page.
   Note: To discard the changes, click Cancel.

Viewing or Editing an Account

After creating an account, an Accounts admin can update the account details and assign the account to an accounts rep in the account details page.

In the All Accounts page, click on a particular account, and view and edit account details. The account detail page has the following tabs:

• Overview
• Contracts
• Users
• Orders

Overview Tab

In the Overview tab, you can view and edit the account details. You can add attributes when editing or updating the account. The updated account details appear under the Overview tab.

To edit an account detail,

1. In the Overview tab, click .
2. Click the Edit icon to view the account details.
3. Update the following fields as required:
   
   The following table provides the field description for updating the account information:
   

   Field	Description
   Account Name*	Update the buyer’s organization name.
   Tax ID*	Update the buyer’s tax identification number.
   DUNS number	Update the Dun and Bradstreet’s unique nine-digit identifier for the buyer.
   Buyer Admin Name*	Update the buyer admin’s name.
   Buyer Email Address*	Update the buyer admin’s email address.
   Contact Number*	Update the buyer’s contact number.
   Address*	Update the buyer’s street address.
   City*	Update the buyer’s city.
   State*	Update the buyer’s state.
   Country*	Update the buyer’s country.
   Zip Code*	Update the buyer’s zip code.
   Account Size*	Select the buyer’s company size (reflects the possible number of shoppers from the buyer).
   Account Type*	Select the applicable account type. For example, Agriculture, Hospital, Computer, etc.
   Account Rep*	Select the account rep from the drop-down list. Only the Accounts admin can assign an accounts rep.
   Status*	Select the appropriate account status from the drop-down list. By default, the account is created with pending status. The possible statuses are: Active – the account is active and the products can be sold. Close – the contract has been expired and the account is closed. Inactive – the seller and buyer are no longer doing business and no purchase can be made. Pending – the account has not been fully activated and no purchase can be made (the default status). Reject – the account request can be rejected if the buyer organization does not meet terms and conditions. Suspended – the account payment is overdue from the buyer and no purchase can be made while the account is in suspended status.
   Comments*	Comments field appears when the status is updated. Add comments in the Comments field.

   Note: The fields marked with asterisk (*) are mandatory. 
4. Select or deselect the attributes from the Add Attributes drop-down list.  
   Note: You can edit default values of the attribute if required. For information on how to create the attribute, see Creating an Attribute. For information on how to edit an attribute, see Viewing or Editing an Attribute.
5. Click the Save button. The updated account details appear under the Overview tab.
   Note: To discard the changes, click Cancel.
   

   The selected attributes for an account appear in the storefront of the account as shown below: 
   

Contracts Tab

In the Contracts tab, you can create and manage contract details for an account.

Creating a Contract

To create a contract,

1. In the All Accounts page, click the account you want to create a contract for.
   
2. In the account detail page, click the Contracts tab in the left panel.
3. Click Create New Contract.
   
4. Enter or select the required information:
   
   The following table provides the field descriptions for creating a contract:
   

   Field	Description
   Contract Name	Enter the contract name.
   Catalog*	Select an appropriate catalog from the drop-down list.
   Merchandising*	Associate the site navigation from the drop-down list.
   Pricing Method*	Pricing Method can be based on Pricelist or Price Rule.  The price rule typically applies in the context of user, segment, and user’s particular step in the customer journey and then obtains prices from a specific price list. Associate an appropriate pricing method from the Pricing Method drop-down list. By default, Pricelist is selected. Price List: To view the price list drop-down list.  The Pricelist drop-down lists all price lists available within the pricing collection associated with the store.  Price Rule: To view the price rule drop-down list. The Price Rule drop-down lists all price rules available within the pricing collection associated with the store.  Note: Price rule is optional and some stores may only use price lists directly without having any price rules.
   Pricelist* / Price Rule*	Depending on the selected pricing method, the Pricelist or Price Rule drop-down list is displayed: Price List: Select the required price list from which the prices have to be picked for that particular contract. Price Rule: Select the required price rule from which the prices have to be picked for that particular contract. Note: Use the Search text box to search for the pricelist or price rule.
   Payment Method*	Select a payment method configured by a business admin such as: Purchase Order (PO) Credit Card Company Bill To Note: You can select multiple payment methods. If the Payment Method selected is PO (Purchase Order), then Payment Term and Credit Limit fields are enabled.
   Payment Term	Select the payment term for the contract from the drop-down list. For example, Net30.
   Credit Limit	Enter the credit limit for the account.  Note: This field is displayed only when PO Payment Method is selected.
   Contract Period*	Select the time stamp for the contract. The status of the contract(s) is updated automatically based on the contract period. Note: You cannot create an overlapping contract within an existing contract period. In the Contracts page, the status is displayed as: Active: When the contract period is valid. By default, the contract is created with the active status. Expired: When the contract period is expired. Pending: When the contract period is yet to be live.
   Document	Browse or drag and drop an electronic version of the buyer and seller contract from your local computer. Multiple contract documents can be added to a contract.

   Note: The fields marked with an asterisk (*) are mandatory. 
5. Select the required attributes in the Attributes section.
   Note:
   • The configured attributes for this account is displayed.
   • To delete attributes, click the Delete icon against the optional attribute.
6. Click the Save button. The newly created contract appears under the Contract tab.
   Note:
   • You can upload multiple contracts for an account by following the above procedure. The validity of the contracts should not overlap.
   • To discard the changes, click Cancel.

Viewing or Editing a Contract

To view or edit a contract,

1. In the All Accounts page, click the account for which you want to edit the contract.
2. In the account detail page, click the Contracts tab in the left panel.
   The contracts added to the account appears.
3. Click on the desired contract to edit.
   Note: Only contracts that are in Active or Pending status can be updated.
   
4. Update the following fields as required:
   
   
   The following table provides the field descriptions for editing a contract:
   

   Field	Description
   Contract Name	Edit the contract name.
   Catalog*	Update an appropriate catalog from the drop-down list.
   Merchandising*	Update the site navigation from the drop-down list.
   Pricing Method*	Update an appropriate pricing method from the drop-down list. Pricelist: To view the price list drop-down list. By default, pricelist is selected. Price rule: To view the price rule drop-down list.  Note: Use the Search text box to search for a pricelist or price rule.
   Pricelist / Price Rule*	Update an appropriate price list or price rule from the drop-down list.
   Payment Method*	Update payment method options such as PO, Credit Card, and/or Company Bill To.
   Payment Term*	Select the payment term from the drop-down list. For example, Net30. Note: This field is displayed only when PO Payment Method is selected.
   Credit Limit*	Update the credit limit for the contract. Note: This field is displayed only when PO Payment Method is selected.
   Start Date*	Select the timestamp for the start date of the contract from the calendar. It can be updated only for the contracts that are in the Pending status.
   End Date*	Select the timestamp for the end date of the contract from the calendar. It can be updated only for the contract that are in the Active or Pending status.
   Document	If required, browse or drag and drop an electronic version of the buyer and seller contract from your local computer.
   Download or Delete	Click: to download the contract to the local computer. to delete the contract.

   Note: The fields marked with an asterisk (*) are mandatory. 
5. Update the required attributes in the Attributes section.
6. Click the Save button. The updated contract appears under the Contracts tab.
   Note: To discard the changes, click Cancel.

Users Tab

A user can be associated with single or multiple roles, teams, and/or cost centers.

In the Users tab, you can view and search for users (by user ID, email address of the user, or team name) associated with an account.

Viewing Users

To view users,

1. In the account detail page, click the Users tab in the left panel.
   The users of an account appears.
   
   Note: By default, 10 rows per screen is displayed.
2. Click on the desired user and you will be redirected to the Customers console.

Searching for Users

To search for users,

1. Click the drop-down list next to the search field on the search header.
   The searchable fields are User ID, Email, and Team.
2. Enter the desired search data, and then click the Go button.
   Note: To reset the search field in the header, click the Reset button.
   

Orders Tab

In the Orders tab, you can view and search for orders associated with an account.

Viewing Orders

To view orders,

1. In the account detail page, click the Orders tab in the left panel.
   The orders of an account appears.
   
   Note: By default, 10 rows per screen is displayed.
2. Click on the desired order and you will be redirected to the Orders console.

Searching for Orders

To search for orders:

1. Click the drop-down list next to the search field on the search header.
   The searchable fields are Order ID, Customer Email, and Payment Type.
2. Enter the desired search data, and then click the Go button.
   Note: To reset the search field in the header, click the Reset button.
   

Managing Attributes

All Accounts Page | Revision History

Attributes are properties that define an account. You can define custom attributes and select these custom attributes when creating an account.

Custom-defined attributes can be mandatory or optional. Optional attributes can be added to accounts using Add Attributes when editing an account.

The field type for an attribute can be Boolean, Date, Decimal, Email, List, Multiple List, Number, or String.

Here are a few examples of custom-defined attributes:

• Bundle Applicable
• Activation Date
• Rating
• Secondary Contact (Email)
• Business Category
• Tier
• Multiple Payment Methods

Attributes Tab Overview

In the Attributes tab, you can create and manage attributes to display on the storefront.

On the Attributes tab, you can:

• Search for Attributes.
• Create an Attribute.
• View or Edit Existing Attributes.

Configuring Attribute Search

In the All Attributes page, you can search for attributes based on Attribute ID, Attribute Name, Type, Field Type, Required and/or Status.

Searching for Attributes

To search for attributes,

1. In the search header, select the Attribute ID, Attribute Name, Type, Field Type, Required, and/or Status drop-down list. The entry text-box for the selected field is displayed.
   
2. Enter the search criteria in the entry text-box and then Click Go. The search results are displayed.
   

Note: If you want to reset the search header, click Reset.

Modifying Attribute Searchable Fields

To modify the searchable fields,

1. In the All Attributes page, click  (the ellipsis) on the search header. The list of fields to select is displayed.
2. Select or deselect the checkbox next to the field you want to include. The selected fields are displayed in the search header.
   
   Note: To reset the search field in the header, click the Reset button.

Creating an Attribute

To create an attribute,

1. In the All Accounts page, click the Attributes tab. The All Attributes page is displayed.
   
   
   
2. Click Create Attribute button. The Attribute Create page is displayed.
   
3. Enter or select the field information.
   The following table provides the information for creating an attribute fields:

   Field	Description
   Attribute Name	Enter an attribute name. A maximum of 200 characters is allowed.
   Attribute ID	Enter an attribute ID. A maximum of 200 characters is allowed.
   Type	Select a type: All: Map the attribute to accounts, contracts, teams, and cost centers. Accounts: Map the attribute only to Accounts. Contracts: Map the attribute only to Contracts. Teams: Map the attribute only to Teams. Cost Centers: Map the attribute only to Cost Centers.
   Status	Select a status: Active: Mark the attribute as active to indicate the active status. Inactive: Mark the attribute as inactive to indicate the inactive status.
   Field Type	Select a field type: Boolean: Provide one of two possible values for the attribute. Date: Provide date format values. Decimal: Include exact numeric values for the attribute. Email: Include email values for the attribute. List: Provide a list of values to select from. Multiple List: Include multiple list values. Number: Include number values. String: Include string values. For more information on the Field Type properties, see Field Type – Additional Properties.  Once you select the Field Type, the Default Value and Sequence options are displayed.
   Default Value	Enter the default value for the attribute based on the field type. For example, if the default value is an Email, enter an Email ID.  This is an optional field. This value can be modified when associating an attribute with an account. For more information, see Add Attributes to an Account.
   Sequence	Specify a whole number or decimal value to sequence the attribute. To insert an attribute between two attribute sequences, use a decimal value. For example, enter 1.5 to sequence an attribute between 1 and 2. Note: If two attributes have the same sequence, they will be listed alphabetically.
   Required	Select a required option from the drop-down list: No: The attribute is optional. Yes: The attribute is mandatory.

   
   
4. Click Save to add the new attribute to the attribute list.

Field Type – Additional Properties

Based on the selected field type selected, you can specify the attribute details.

String Field Type

Set the minimum and maximum number of characters for the string field type.

Multiple List Field Type

You can add items to the multiple list using the Add Items button. You can delete a selected list item using the Delete icon.

Decimal Field Type

Specify the number of digits after the decimal. A minimum of 1 and a maximum of 3 digits after the decimal is allowed. 

Number Field Type

Specify the minimum and maximum numeric values for the attribute field type “Number”.

Viewing or Editing an Attribute

You can view the list of available attributes on the All Attributes page.

To view or edit an attribute,

1. In the All Attributes, click the attribute you want to view or edit. The Attribute Update page is displayed with the attribute details.
   
2. Edit the field information.
   The following table provides descriptions for editing an attribute on the Attribute Update page:
   

   Field	Description
   Name	Edit the name of the attribute.
   Status	Edit the status of the attribute from active to inactive or vice versa.
   Default Value	Edit the default value of the attribute.
   Sequence	Edit the sequence of the attribute to order the display of attributes.
   Required	Edit the required option from the drop-down list.

3. Click Save to update the attribute details. 
   
   

All Attributes Page | top

Revision History

2024-12-09| JP – Improved content using AI.
2024-11-04| AN – Updated for Release 8.18.
2021-12-30| HM – Updated for Release 8.11.0.
2020-07-24| HM – Updated for Release 8.10.0.
2020-06-24| HM – Updated for Release 8.9.0.
2020-05-04| JP – Updated for Release 8.8.0.
2020-03-27| AM – Minor copyedit.
2019-11-18 | AM – Revamped this document.
2019-09-24 | AM – Content updated for September 2019 release.
2019-07-16 | AN – Content updated for July 2019 release.
2019-06-08 | PLK – Minor copyedits.
2019-05-08 | JP – Minor copyedits.
2019-05-04 | PLK – Updated links.
2019-01-21 | PLK – Content uploaded