Admin User Guide – Accounts

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 an account, updates the information of an existing account, assigns an account rep, creates a contract for an account, manages orders of an account – owns the complete account management of the seller organization.
Accounts Rep – updates information of an existing account, creates and manages contracts for an account, manages orders of an account.
Attributes – properties that define an account appears in the Storefront. For example, activation date, business category, secondary contact email ID, etc.
Contract – This is a legally-binding agreement (in doc, docx, or pdf format) between buyer and seller org containing business relationship in terms of payment term, account, credit limit, catalog, and price information. Every contract has an end date after which it becomes invalid.
Credit Limit – The maximum amount of credit extended to a customer beyond which purchases cannot be made. Clearing the previous credit outstanding 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 and denies data submitted by pricing editors, and manages currency and price types used by a price list.
Product – a good, service, or idea that has a combination of tangible and intangible attributes and can have multiple variants which are referred to as stock keeping units (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 which is available for purchase by a consumer/buyer.
Store – represents a specific physical location or online store of a business.
Storefront – a consumer-facing website that presents 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,

Log in to the Foundation server for your business (URL provided by Infosys Equinox).
Click Accounts in the StoreOps page.

The All Accounts page appears:

All Accounts Page

Accessing the Accounts Console | All Attributes Page

In the All Accounts home page, you can manage:

Accounts: Using the Accounts tab, you can create and manage all the accounts.
Attributes: Using the Attributes tab, you can define and manage the 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:

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 the accounts,

Click the Account Name, Account ID, Account Type, and/or Status, drop-down list in the header to open an entry field to provide search criteria.
Enter the desired search criteria in the search field, and then click the Go button.
Note: To reset the search field in the header, 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,

Click available at the beginning of the search field.
Select or deselect the items to add or remove the 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,

In the Accounts home page, click the Create Account button. The Create Account page appears:

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.

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.
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,

In the Overview tab, click .
Click the Edit icon to view the account details.

Update the following fields as required:

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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.

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.
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 view or edit contract details of an account.

Creating a Contract

To create a contract,

In the All Accounts page, click the Account you want to create a contract.
In the account detail page, click the Contracts tab in the left panel.
Click Create New Contract.

Enter or select the required information:

The following table provides the field description 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 merchandising 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 – Select this to view the price list drop-down list. The Pricelist drop-down lists all price lists available within the pricing collection that is associated to the store. Price Rule – Select this to view the price rule drop-down list. The Price Rule drop-down lists all price rules available within the pricing collection that is associated to 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 Pricing Method selected the Pricelist or Price Rule drop-down list will be displayed. If the Pricing Method selected is Price List, select the required price list from which the prices have to be picked for that particular contract. If the Pricing Method selected is 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 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) will be 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 will be displayed as: Active – when the contract period is valid. By default, the contract will be created with the Active status. Expired – when the contract period is expired. Pending – when the contract period is yet to be on 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 asterisk (*) are mandatory.

Select the required attributes in the Attributes section.
Note:
- The configured attributes for this account will be displayed.
- You can use the Delete icon against the optional attribute to delete attributes if required.
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 contract validity of the contracts should not overlap.
- To discard the changes, click Cancel.

Viewing or Editing a Contract

To view or edit contract details,

In the All Accounts page, click the Account for which you want to edit the contract.
In the account detail page, click the Contracts tab in the left panel.
The contracts that are added to an account appears.
Click on the desired contract to edit.
Note: The contract(s) that is in Active or Pending status can be updated.

Update the following fields as required:

The following table provides the field description to edit a contract:

Field	Description
Contract Name	Edit the contract name.
Catalog*	Update an appropriate catalog from the drop-down list.
Merchandising*	Update the merchandising site navigation from the drop-down list.
Pricing Method*	Update an appropriate pricing method from the drop-down list. Pricelist – Select this to view the price list drop-down list. By default, pricelist is selected. Price rule – Select this to view the price rule drop-down list. Note: Use the Search text box to search for the 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 contract that is 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 is 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 and view it. to delete the contract.

Note: The fields marked with asterisk (*) are mandatory.

Update the required attributes in the Attributes section.
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 the users of the account
search for users by user ID, email address of the user, or team name

Viewing Users

To view users,

In the account detail page, click the Users tab in the left panel.
The users of an account appear.

Note: By default, 10 rows per screen will be displayed.
Click on the desired user and you will be redirected to the Customers console.

Searching for Users

To search for users,

Click the drop-down list next to the search field on the search header.
The searchable fields are User ID, Email, and Team.
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 orders of an account
search for orders

Viewing Orders

To view orders,

In the account detail page, click the Orders tab in the left panel.
The orders of an account appear.

Note: By default, 10 rows per screen will be displayed.
Click on the desired order and you will be redirected to the Orders console.

Searching for Orders

To search for orders:

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.
Enter the desired search data, and then click the Go button.
Note: To reset the search field in the header, click the Reset button.

All Attributes Page

All Accounts Page | Revision History

Attributes are properties that define an account. You can define custom attributes and select the 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

You can view the list of attributes in the Attributes tab. You can create and edit attributes to display in the storefront.

In the Attributes tab, you can perform the following:

Search for Attributes
Create Attributes
View or Edit 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 the attributes,

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.
Enter the search criteria in the entry text-box and then Click Go. The search result is displayed.

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

Modifying Attribute Searchable Fields

To modify the searchable fields,

In the All Attributes page, click the ellipsis on the search header. The list of fields to select is displayed.
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,

In the All Accounts page, click the Attributes tab. The All Attributes page is displayed.
Click Create Attribute button. The Attribute Create page is displayed.

Enter or select the field information.
The following table provides the create attribute field information:

Field	Description
Attribute Name	Enter an attribute name. A maximum of 200 characters are allowed for the attribute name.
Attribute ID	Enter an attribute ID. A maximum of 200 characters are allowed for the attribute ID.
Type	Select a type: All: Select this to map the attribute to accounts, contracts, teams, and cost centers. Accounts: Select this to map the attribute only to Accounts. Contracts: Select this to map the attribute only to Contracts. Teams: Select this to map the attribute only to Teams. Cost Centers: Select this to map the attribute only to Cost Centers.
Status	Select a status: Active: Select this to mark the attribute as active. Indicates the active status of the attribute. Inactive: Select this to mark the attribute as inactive. Indicates the inactive status of the attribute.
Field Type	Select a Field Type: Boolean: Select this to provide one of two possible values for the attribute. Date: Select this to provide date format values. Decimal: Select this to include exact numeric values for the attribute. Email: Select this to include email values for the attribute. List: Select this to provide a list of values to select from. Multiple List: Select this to include multiple list values. Number: Select this to include number values. String: Select this to 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 to be entered 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 account.
Sequence	Specify a whole number or decimal value to sequence the attribute. In case, you want to insert an attribute between two attribute sequences, then use a decimal value. For example, you can enter 1.5 to sequence an attribute between 1 and 2. Note: If two attributes have the same sequence, then the attributes will be listed alphabetically.
Required	Select a Required option from the drop-down list: No: Select this if the attribute is optional. Yes: Select this if the attribute is mandatory.

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

Field Type – Additional Properties

Based on the 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 decimal is allowed.

Number Field Type

Specify the minimum and maximum number for the attribute field type number.

Viewing or Editing an Attribute

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

To view or edit an attribute,

In the All Attributes, click the attribute you want to view or edit. The Attribute Update page is displayed with the attribute details.

Edit the field information.
The following table provides the field description for editing an attribute in 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.

Click Save update the attribute details.

All Attributes Page | top

Revision History