Managing Accounts

Accounts help to integrate the B2B processes of Simba across sellers and buyers. Account has functionality that allows the business’ customers to manage their organizational commerce needs on the Commerce platform as well as offer users the capability to easily manage each individual business account. 

Prerequisite: Before you create an account, you need to configure attributes and segments for the account. For configuring attributes for accounts, see Create Account Segment and Manage Account Attributes.

 

Within each account, you can add buyer managers and buyers.

Accounts menu includes these sub-menus:

• All Accounts – Click this to view the list of accounts.
• All Buyers – Click this t view the list of buyers.
  

The following is the storefront view of an account:

Accounts Page

In the Accounts page, you can:

• Search for accounts
• View accounts
• Add an account
• Update an account

Search for Accounts

You can search for accounts using the Search text box or use the preset filters on the Accounts page. Predefined filters can be used to search for accounts. You can create custom presets to search for specific accounts.

For more information on:

• • Search, refer to Working with Search
  • Presets, refer to Working with Presets

View an Account

In the Accounts page, you can view the list of accounts. You can navigate and view particular account details by clicking on an account name.

To view an account,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
   
   Note: You can search for accounts in the Search text box. For more information, refer to Search for Accounts.
   
3.  Click More Details to view the details.
   

Add an Account

In the Accounts page, you can add an account using the ADD ACCOUNT. While adding an account, you can add a buyer manager to the account and send the registration email. The registered buyer manager’s details appear in the All Buyers page.

To add an account,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.

3. Click ADD ACCOUNT. The Add Account pop-up is displayed.
   
   
4. Enter the field details.
   The following table provides the field description for creating an account:

   Field	Description
   Account Name	Enter the name of the account.
   Buyer Manager Email ID	Enter the email address of the buyer manager.
   Send registration email to buyer manager	Select this checkbox to send an email to the buyer manager for registration. This is default. Note: If you want to send the registration email later or do not want to send an email to the buyer manager, do not select this option.
   Status	Select the status for the account: Active: The account is in use. Pending: The account is created and pending for approval. Closed: The account is not active.
   Phone Number	Enter the phone number of the buyer manager.
   Additional Details	Enter any additional information related to the account. Note: These attributes are created in the Account Attributes. For more information on configuring account attributes in settings, refer to Account Attributes.

5. CREATE. The account is created.
   For more information, refer to Tabs in an Account page.

Update an Account

You can update an existing account from the Accounts list page.

To update an account,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
   
3. Click  More Details against an account. The Update Account page is displayed.
   

4. Edit the field details in each of the tabs. . For more information, refer to Tabs in an Account page.
5. Click UPDATE. The account is updated.

Tabs in an Account

The following tabs of an account are displayed:

OVERVIEW Tab

This tab displays the overview information for the account.

The following table provides the field description for the OVERVIEW tab in the Account Details page:

Field	Description
Basic Information	Displays the basic information such as segment, status, phone number, and created on. To view all the details, click VIEW, which opens the GENERAL tab.
Orders	Displays the order information. Click VIEW to navigate to the ORDERS tab.
Buyers	Displays the customer details. Click VIEW to navigate to the BUYERS tab.
Address	Displays the address details. Click VIEW to navigate to the ADDRESSES tab.

GENERAL Tab

This tab displays the general information for the account and the attributes created for the business.

The following table describes the field descriptions available in the GENERAL tab:

Field	Description
Account Name	Displays the name of the business account.
Status	Displays the status of the business account.
Segment	Displays the segment for the business account. Note: When a merchant creates a new account within the B2B store, the default segment will be mapped automatically. You can update the segment if required. For more information on configuring segments, refer to Account Segment. To create a segment, Click CREATE SEGMENT. In the Create Segment overlay, enter the segment name, segment description, and select the price label. Click the CREATE SEGMENT button. The segment is created.
Phone Number	Displays the phone number of the business.
Credit Limit	Enter the credit limit for the account. Once a buyer uses the Credit Customer payment option in the storefront, the corresponding order total amount is deducted from the Credit Limit for the given of the corresponding Account. Based on the purchase order amount, the corresponding amount value is automatically reduced from the credit limit of the buyer’s account. If the order is cancelled or returned, then the corresponding amount is automatically added back to the credit limit field of the buyer’s account. For information on setting up credit customer App, refer to Credit Customer App. For information on configuring credit customers, refer to General Tab in Payment Methods. Storefront View of Credit Limit:
Additional Details	In this section, you can add attribute details to the account. The attributes created for the business account are displayed here. See Manage Account Attributes.

ADDRESSES Tab

This tab displays the addresses for the account. You can add, edit, and/or delete an address for an account. The selected address can be marked as default delivery and/or billing address.

The following table descriptions for the fields available in the ADDRESSES tab:

Field	Description
Search Key Information	Enter the keyword to search for account information.
Add an Address	Click this to add an address. For more information, see Add an Address.
Default Delivery Address	Click this to set the address as the default address.
Edit Icon	Click this to edit the address details. For more information, see Edit an Address.
Delete Icon	Click this to delete the address.

Add an Address

You can add an address using the Add an address link.

To add an address,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
3. Click   More Details against an account to view the details.
4. In the ADDRESSES tab, click Add an address. The Add an address pop-up is displayed.
   
5. Enter the field details.
   The following table provides the field description for adding an address:

   Field	Description
   Address Name*	Enter the name to identify the address. For example, Home, Office or Business.
   Default delivery address	Select this to set the address as default delivery address if required. By default, this is deselected.
   Default billing address	Select this to set the address as the default billing address. By default, this is deselected.
   First Name*	Enter the first name.
   Last Name*	Enter the last name.
   Additional Details	Enter the additional details.
   Country*	Select the country from the drop-down list.
   Postal Code*	Enter the postal code.
   Street Number*	Enter the street number.
   Additional Number	Enter the additional number.
   Street Name*	Enter the name of the street.
   City Name*	Enter the name of the city.
   Complementary Information	Enter the complementary information.
   Country Code	The country code is selected automatically based on the selected country.
   Phone Number	Enter the phone number.

   Note: Fields marked with * are mandatory.

6. Click ADD ADDRESS. The address is saved.
   Note: Click DELETE ADDRESS to remove the address.

Edit an Address

You can edit an address using the Edit icon on an address.

To edit an address,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
3. Click   More Details against an account to view the details.
4. In the ADDRESSES tab, click  the Edit icon in the address. The Edit Address pop-up is displayed.
   
5. Edit the field details.
6. Click SAVE.
   Note: To delete the address, click DELETE ADDRESS.

Delete an Address

To delete an address,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
3. Click  More Details against an account to view the details.

4. In the ADDRESSES tab, click  the Delete icon on the address.
   
   A Confirmation pop-up is displayed.
   
5. Click CONFIRM to delete. The address is deleted.

BUYERS Tab

This tab displays the list of buyers in the account.

The following table provides the field description for the BUYERS tab on the Account Details page:

Field	Description
Customer ID	Displays the name of the buyer.
First Name	Displays the name of the customer.
Last Name	Displays the name of the customer.
Email Address	Displays the email ID of the customer.
Role	Displays the role of the user.
Status	Displays the status of the buyer.
IMPORT	Click this to import account details.

Navigate to Buyer Profile

To navigate to a buyer page,

In the BUYERS tab, click on a Buyer ID.

The Buyer’s details are displayed.

Add a Buyer

You can add a buyer to an account using the ADD BUYER button.

To add an account,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Accounts in the left navigation panel. The Accounts page displays the list of accounts.
3. Click  More Details arrow against the account you want to add a buyer. The Account Details page is displayed.
4. In the BUYERS tab, click ADD BUYER. The ADD BUYER pop-up is displayed.
   
5. Enter the field details.
   The following table provides the field description for adding a buyer:

   Field	Description
   Email	Enter email address of the buyer.
   Send registration email to Buyer (or you can choose to send later)	Select this checkbox to send an email to the buyer for registration. This is default. Note: If you want to send the registration email later or do not want to send an email to the buyer manager, do not select this option.
   First Name	Enter the first name of the buyer. Allows a maximum number of 30 characters.
   Last Name	Enter the last name of the buyer. Allows a maximum number of 30 characters.
   Phone Number	Enter the contact number of the buyer. Allows a length of 10 digits.

6. Click ADD BUYER. The buyer is added to the accounts.
   

ORDERS Tab

This tab displays the list of orders under the account.

The following table provides the field description for the ORDERS tab on the Account Details page:

Field	Description
Order ID	Displays the Order ID.
Order Date	Displays the date of order.
First Name	Displays the first name of the buyer.
Last Name	Displays the last name of the buyer.
Order Value	Displays the amount of order.
Status	Displays the status of the order.
Payment	Displays the payment details for the order.
Flag	Indicates the importance of the order.

Manage All Buyers

The registered Buyer Manager and Buyer details appear in the All Buyers page. For adding a Buyer Manager, see Registering a Buyer Manager to an Account. For adding a list of buyers to the account, see Add a Buyer.

In the Simba application, you can:

• View list of buyers and view the details of a buyer
• Act on behalf of a buyer
• Reset password of a buyer
• Delete a buyer

Search for Buyers

You can search for buyers using the Search text box or use the preset filters in the All Buyers page. Predefined filters can be used to search for not activated profiles and frozen profiles. You can create custom presets to search for specific buyers.

For more information on:

• Search, refer to Working with Search
• Presets, refer to Working with Presets

View Buyers

You can view the list of buyers in the All Buyers page.

To view all buyers,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click All Buyers in the left navigation panel. The All Buyers page displays the list of buyers.
   
3. Click More Details. The Buyer Details page is displayed.
   

Tabs in All Buyers Page

The following tabs are displayed in All Buyers page:

OVERVIEW Tab

The OVERVIEW tab displays the basic information, alert information, and cart information.

The following table provides the field description for the Overview tab:

Field	Description
Basic Information	Displays the basic information such as account name, role, creation date, email, and phone.
Alert	Displays the alert information for the buyer. To discard alerts, click DISMISS. To view more details, click VIEW MORE.
Last Order	Displays the recent orders of the buyer.

PROFILE Tab

The PROFILE tab displays the login, contact information and personal information.

The following table provides the field description for the PROFILE tab:

Field	Description
Email	Enter the email address of the buyer.
Phone number	Enter the contact number of the buyer.
Gender	Select the gender of the buyer.
Birth Date	Select the date of birth of the buyer.
First Name	Enter the first name of the buyer.
Last Name	Enter the last name of the buyer.
Sales Representative	Select the sales representative of the buyer.
Credit Customer	Select the credit customer option from the drop-down list: Yes – the credit customer option is enabled, which displays the credit account payment option in the checkout page of the storefront for a customer. No – the credit account payment option is NOT shown in the checkout page of the storefront for the customer. For information on setting up credit customer App, refer to Credit Customer App. For information on configuring credit customers, refer to General Tab in Payment Methods.
Customized Information	Click Edit to modify the customized information for the buyer. Customized information appear based on the created buyer attribute. For more information, refer to Buyer Attributes.
Optin Options	Displays the options to select. Enable the option options for the buyer: School of Fashion (Newsletter optin) Fashion Week (Newsletter optin) The Cutting Glass (Quick description) Red Carpet (Quick description)

ORDERS Tab

The ORDERS tab displays the order for the buyer.

The following table provides the field description for the Orders tab:

Field	Description
Products	Displays the image of the product ordered by the buyer.
Creation Date	Displays the order creation date.
Number	Displays the order number.
Payment	Displays the payment method.
From Store	Displays the store in which the order is placed.
Amount	Displays the amount of order.
Status	Displays the Status of the order.
Create Order	Click this to place order for the buyer.

CART Tab

The CART tab displays the list of items in the cart.

The following table provides the field description for the Cart tab:

Field	Description
Image	Displays the image of the product in the cart.
Product	Displays the product, name, color, and SKU details.
Quantity	Displays the number of products in the cart.
Price	Displays the price of the product.
Total	Displays the total amount of the product in the cart.
List Mode	Turn this on to view the cart products as a list.

 

PAYMENT Tab

The PAYMENT tab displays the payment methods of the buyer.

Add a Payment Method

You can add a payment method using Add a Payment Method link in the PAYMENT tab.

To add a payment method,

1. In the PAYMENT tab, click Add a Payment method. The Add payment method pop-up is displayed.
   
2. Enter the payment details.

The following table provides the field description for adding a payment method:

Field	Description
Payment Method	Select the payment method from the drop-down list.
First Name	Enter the first name for the customer payment method.
Last Name	Enter the last name for the customer payment method.
Card Number	Enter the card details.
Expiration Date	Enter the date of card expiration.
CVV	Enter the CVV for the payment method.
Billing Address	Select the billing address for the payment.

3. Click SAVE. The payment is added to the customer.

Edit a Payment Method

You can edit the payment details such as payment method, first name, last name, card number, expiration date, CVV, and billing address using the Edit icon.

To edit a payment method,

1. In the PAYMENT tab, click the Edit icon on a payment method you want to edit.
   The Edit payment method pop-up is displayed.
2. Edit the details as required.
3. Click SAVE.

Delete a Payment Method

You can delete a payment method that is no longer in use using theDelete icon.

To delete a payment method,

1. Click the  Delete icon next to a method.
   
2. Click CONFIRM in the Confirmation dialog box.

The payment method is deleted.

Set a Default Payment Method

By default, a payment method can be displayed during a buyer transaction.

To set a default payment method, click SET AS DEFAULT on a payment.

NOTES Tab

The NOTES tab displays the notes related to order and profile of the buyer.

To add notes for the Buyer,

1. In the All Buyers page, click MORE DETAILS against a BUYER ID.
2. Click the NOTES tab.
   
3. In the NOTES tab, enter the notes in the text box.
   Note: The symbols, smileys, and attachment can be used while adding the notes.
4. Click SAVE. The note is displayed.
   

Note:

• To edit a note, click the Edit icon.
• To delete a note, click the Delete icon

LOYALTY Tab

In the LOYALTY tab, a merchant can:

• view the summary of loyalty points that have been accumulated so far
• appease the buyer by awarding with loyalty points
• view the buyer’s loyalty transactions
• search for loyalty transactions

The following table describes the fields available in the LOYALTY tab:

Field	Description
APPEASE	This is to add appeasement for the buyer. For more information, see Appease a Buyer.
Loyalty Summary	This section displays the total earned points, points redeemed by the customer, total expired points, available points to redeem, and status of the loyalty program for the customer.
Transactions	This section displays the Transaction Date, Type, Reward Value, Expiration Date, and Comments.

Appease a Buyer

You can appease a buyer using the APPEASE button in the LOYALTY tab. For example, awarding the customer with loyalty points on their first order, their birthday or anniversary, disgruntled customer who is dissatisfied with the service, and so on.

To appease a buyer,

1. In the LOYALTY tab, click APPEASE. The Appease pop-up is displayed.
   
2. Enter the Reward Value (Points) that you want to appease.
   Note: This is a mandatory field. You can use the up and down arrows to increase or decrease the points.
3. Enter the Notes or Reason to appease.
4. Click CREATE. The appeasement is created.

Filter Loyalty Transactions

You can filter and view the transactions using the FILTER BY drop-down list.

To filter loyalty transactions,

1. In the LOYALTY tab, click the FILTER BY drop-down list.
2. Select any one of the following:
   • Type:
     • Earned – to filter and view the transactions having earned status
     • Redeemed – to filter and view the transactions having redeemed status
     • Expired – to filter and view the transactions having expired status
   • Transaction Date – Select the required date and time, and then click APPLY.

The transactions matching the filter are displayed.

Storefront View of Loyalty Program

Storefront View of Loyalty Availed in Buyer’s Account

Delete a Buyer

You can delete a buyer irrespective of the buyer status.

To delete a buyer,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click All Buyers in the left navigation panel. The All Buyers page displays the list of buyers.
3. Click More Details.
4. In the Overflow menu, click Delete buyer account.
   
5. Click CONFIRM in the confirmation dialog box.
   
   The buyer is deleted.

Act on Behalf of a Buyer

You can place an order on behalf of the buyer using the ACT ON BEHALF button.

To place an order on behalf of a buyer,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click All Buyers in the left navigation panel. The All Buyers page is displayed.
3. Click More Details against a buyer record.
4. Click the ACT ON BEHALF button.
   
   The page is redirected to the storefront. You can place the order(s) on behalf of the customer.
   

Reset Password of a Buyer

You can reset the password for a buyer. After clicking the RESET PASSWORD button, an email is sent to the buyer to reset the password.

To reset the password,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click All Buyers in the left navigation panel. The All Buyers page is displayed.
3. Click More Details.
4. Click RESET PASSWORD.
   
   The password reset email is sent to the buyer.

Bulk Update Buyer Details

In Simba Admin, you can bulk update the buyer details via Batch processing in the All Buyers page. You can perform the batch processing for:

• selected buyers on the page

• currently filtered buyers based on all pages

To bulk update the buyer details,

1. Log in to the Simba Application with valid credentials provided to you
2. Click All Buyers under Accounts in the left navigation panel. The All Buyers page is displayed.
   
3. Select the buyers to process the batch processing.
4. In the All Buyers page, in the footer section, select:
   • Batch processing of SELECTED BUYERS (selected on this page) – This batch process applies action for the buyers selected on the current
   • Batch processing of CURRENTLY FILTERED BUYERS (all pages) – This batch process applies action for the currently filtered buyers on all the pages.

   For example, select Batch processing of SELECTED BUYERS (selected on this page).

5. Click the NEXT button. The number of buyers to process are displayed.
   
6. In the Actions drop-down list, select Send Registration Email for Non-Activated Buyers.
   
7. Read the Warning message and check the Terms of Use check box.
   
8. Click BEGIN BATCH PROCESSING. The batch processing is performed successfully.
   
   Note: To go back to the All Buyers page, click BACK TO BUYER LIST.

 

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Revision History

Published Dt.	Document Changes	Drafted By	Peer-Reviewed By	Reviewed & Approved By
2021-04-26	Initial draft	HM	JP	RH