TABLE OF CONTENTS

• Introduction
  • Add Account Address
  • Edit Account Address
  • Delete Account Address
  • Accounts and RoleTypes
• Configure multiple ‘Bill To’ and ‘Ship To’ addresses
  • Business Use Case
  • Solution

Introduction

Navigate to: Customers > Accounts > Addresses

The Addresses tab is where Administrators associate multiple addresses, including a default Billing and Shipping Address, to a B2B Account. Addresses can be designated as Billing or Shipping defaults during Address creation.

Add Account Address

1. Add Account Address Details

2. Save progress using the "Save" button

3. If the user is in the Admin role, only then the user can edit or add the address from the webstore. In other cases, the add/edit buttons are hidden.

Edit Account Address

1. Edit Account Address Details

2. Save progress using the "Save" button

3. If the user is in the Admin role, only then the user can edit or add the address from the webstore. In other cases, the add/edit buttons are hidden.

Delete Account Address

1. The page will reload with action confirmation.

2. The account Address is now deleted.

Accounts and RoleTypes

Admins can create different accounts and associate different users with this account. Different profiles can be associated with this account.

While associating users with this account there are three users that can be assigned: Administrator, Manager, and User.

User Roles

1. Administrator
2. Manager
3. User

Administrators can assign Users to an existing B2B account. There are different roles under an account to which a user can belong to.

Configure multiple ‘Bill To’ and ‘Ship To’ addresses

In this tab, Administrators can handle and configure multiple ‘Bill To’ and ‘Ship To’ addresses within Znode. There are two methods within Znode to configure Bill To’s & Ship To’s:

1. Using the account entity where the account entity has its own address book. These addresses can become Bill to or Ship to addresses and any user associated with that account will inherit those Bill To and Ship To addresses (the reference of the address book is that the account has addresses associated with it).
2. Using the sub-entities of an account that requires different Bill To’s & Ship To’s. This would involve setting up a child account within Znode, a parent account that has multiple child accounts can be used. The multiple child accounts will have different Bill To’s & Ship To’s addresses associated with them. 

Business Use Case

An account has multiple buyers, and the multiple buyers need to have the corporate Bill To’s & Ship To’s associated with them while having the capabilities for the buyer to have their own Ship To’s. 

Solution

Set up the account entity and associated the users with it. In order to efficiently create Ship To’s for multiple users, the import feature is used, creating the address book for the user.

Note - If this still doesn’t help solve the multiple Bill To and Ship To problems, please reach out to Znode support or the Expert Consulting team for further consultation.