Whenever a new parts account gets created in Salesforce, a corresponding customer group is also created in eCommerce. This customer group is also assigned a custom price list if the account has any discounts in Salesforce. In order to allow sales reps to create orders in eCommerce for these accounts, they will need added as new companies inside Bundle B2B. In order to add a new company and assign sales reps to it, follow the steps below:
1. In Salesforce, run the “IPS Accounts Created in the Last 7 Days” report. It can be found in the IPS Parts Thelma Reports folder. This report will show all Salesforce accounts marked as “Parts Accounts” that have been created within the last 7 days.
2. After running the report, you will have a list of new accounts that need added to Bundle B2B as Companies. Test accounts can be ignored (these generally have “test” somewhere in the Account Name).
3. Once you have the list of accounts that need added into Bundle B2B, navigate to the Bundle B2B app inside the Big Commerce website. (Apps menu – BundleB2B)
4. Click on the Companies tab on the left menu, and then click on the “Add New Company” button at the top right corner of the screen. From the two options that appear, choose the “Convert from a customer group” option.
5. In the box that appears, search for the name of the account that you need to add. If you receive multiple results matching the company name (i.e. Georgia-Pacific LLC), then use the city and state to narrow down your results. The naming convention for all customer groups in Big Commerce is “Account Name – City, State”. Once you have found the right customer group, click the OK button.
6. On the next screen, enter the information for the company using the following guidelines:
6.1. Phone Number – Enter the phone number that is listed on the Salesforce account record. If no phone number is listed, use “999-999-9999”.
6.2. Company Email Address – Enter the email address for the Default Customer record that was created in Big Commerce for this account. You can find this customer record by searching for the account name on the Customer screen.
6.3. Address Line 1 – This should be populated with the account’s Address Line information from Salesforce.
6.4. Address Line 2 – This should be populated with the account’s Address Line 2 information from Salesforce, such as suite number or receiving department.
6.5. City – This should be populated with the City from the account’s address information from Salesforce.
6.6. State – This should be populated with the State (two letter abbreviation) from the account’s address information in Salesforce.
6.7. Zip Code – This should be populated with the Zip Code (+4 code if available) from the account’s address information in Salesforce.
6.8. Company Admin Email - Enter the email address for the Default Customer record that was created in Big Commerce for this account. You can find this customer record by searching for the account name on the Customer screen.
6.9. Company Admin Phone Number – This can be left blank.
6.10. Company Admin First Name and Last Name – These should auto-populate based on the email address you enter in the Company Admin email field.
7. Once all information has been entered, click the “Convert” button.
*Note that the default customer record MUST exist in Big Commerce (buy.advancedtech.com) before you create the related company inside Bundle B2B. Otherwise, Bundle B2B will create a duplicate customer record for the Default Customer inside Big Commerce that will NOT be marked as a Default account and will trigger customer integrations.
8. After clicking Convert, Bundle B2B will create the new company inside its app. The next step is to add an address book entry to the company record so that the correct shipping information will be carried across to Big Commerce for orders. To add an address book entry, follow the steps below:
8.1. Click on the company name in the list of companies displayed on-screen. The company you just created should be at the top of the list.
8.2. Once in the company record, click on the Address Book tab and then click the “Add New Address” button.
In the “Add Address” box that pops up on-screen, fill in the following information:
8.3. Check all four boxes for Shipping, Billing, Default Shipping Address, and Default Billing Address.
8.4. Address Label – Enter the Salesforce Account ID for the Billing Account that is tied to the account. This may be the same as the Salesforce Account ID you created a company for in Bundle B2B, but may be different if the account has a parent that should be billed for any orders. If neither the shipping account or parent account is marked as “Billing Account” in Salesforce, use the Salesforce Account ID for account you created a company for.
8.5. First Name – “Receiving"
8.6. Last Name – “Department"
8.7. Address Line 1 - Address Line 1 – This should be populated with the account’s Address Line information from Salesforce.
8.8. Address Line 2 – This should be populated with the account’s Address Line 2 information from Salesforce, such as suite number or receiving department.
8.9. City – This should be populated with the City from the account’s address information from Salesforce.
8.10. Zipcode - This should be populated with the Zip Code (+4 code if available) from the account’s address information in Salesforce.
8.11. Phone Number – This can be left blank.
8.12. Country – Select the country from the drop-down list that matches the country on the account’s address information in Salesforce.
8.13. State – Select the state from the drop-down list that matches the state on the account’s address information in Salesforce.
9. Once all information is entered, click the Save button.
10. Now that an address has been assigned to the company in Bundle B2B, we need to ensure that sales reps are able to create orders for the company. To assign a sales rep to the company, click on the Sales Rep(s) Assignments tab on the Company record.
11. Next, click the Edit button at the bottom of the screen. Change the search filter to the “all” option and then type in the name of the sales rep(s) you would like to assign to the company. Multiple sales reps can be added at once, simply search for each sales rep and then check the box next to the name of each individual you would like to assign. Even though you will not see multiple sales reps displayed with a checkmark prior to clicking Save, it does save all selections that you have made. After selecting all the sales reps you would like to assign, click the “Save” button.
12. If you click on another tab on the Company record and click back to Sales Rep(s) Assignments, you can click the Assigned radial button and view all the sales reps that are now tied to the company in Bundle B2B.
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