Sitecore Commerce | B2B Accelerator | Customer Cockpit
Customer Accounts/Company
Create and Manage new accounts
Create new accounts and manage their properties
Assign Account Admin
Select users to be the account administrators.
Specify credit limits
Option to specify credit limit per currency at the account level and block order above the limit.
Set Cart limits
Set cart limit per account and restrict check-out specific cart quantities.
Create Departments
Create new departments associated with the account
Configure department codes
Setup the unique codes associated with the department and the users can use this code to register on the storefront and will be associated with those departments.
Domain whitelisting
Only allow users from specific domains and department codes to register for an account.
Customer Departments
Configure products
Configure the products to be sold to a particular department. That is select a custom catalog or individual products
Configure discounts
Specify the discounts for a department using the OOB engine or integrate with external quote service.
Specify credit limits
Option to specify credit limit per currency at the department level and block order above the limit. This will override the credit limit specified at the company/account level.
Set Cart limits
Set cart limit per account and restrict check-out specific cart quantities. This will override the cart limit specified at the company/account level.
Manage invoices
Invoice information is automatically created when an order is placed. Option to manually update the payment status of an invoice. This will also update the credit limit of that department.
Manage Quotes
View and Respond to quote requests. Provide feature to negotiate quotes and auto-logs all the communication with the customers.
Set-up PO number
Set-up PO information for a department. Department users can use this PO number to place an order