Navigate to: Customers > Accounts > "Manage" action > General Settings
Note: After an Account is created and saved, administrators manage the additional settings and options located in the Accounts tab via the "Manage" action.
B2B Accounts have several tabs that Administrators use to manage and maintain key areas necessary for an enterprise-level eCommerce platform, as follows:
Tab | Detail | Description |
Account Information | Store | The Administrator selects the store for which the account is being created. |
Account Name | The Account Name for the created Account. | |
Sales Rep | This is an optional field that allows Administrators to associate a Sales Rep user with the Account | |
Account Code | The unique value that identifies the Account. | |
External ID | The unique value that identifies the Account in the ERP system. | |
Catalog | The default selection indicates the catalog associated with the Store. The specific selection allows the Administrator to select any published catalog with the Account. | |
Address Details | Account Address Details | The Address Details entered at the time of Account creation become the default Address for the Account. New Addresses can be added/associated with the Account via the Address tab. |
Billing/Shipping Address Checkboxes | The address can be designated as a Billing or Shipping default(s). |