Navigate to: Customers > Accounts > "Manage" action > General Settings
Note: After an Account is saved, Administrators manage the additional settings and options located in the Accounts tabs via the "Manage" action.
B2B Accounts have several tabs which 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 getting 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 which identifies the Account. | |
External ID | The Administrator selects the store for which the account is getting created. | |
Catalog | 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 are associated with the Account via the Address tab. |
Billing/Shipping Address Checkboxes | The address can be designated as a Billing or Shipping default(s). |