Steps in the screenshots correspond to the numbers in the headings.
As you know, an account can be created in either Salesforce or eCommerce to start off the process. This document will follow the creation of a new account in Salesforce (with discounts) and how it flows over to eCommerce.
1. Log into Salesforce-
2. From the Main Menu, choose Accounts.
3. Click New.
A pop-up box will load for you to populate. Required fields are marked with a red asterisk.
4. Under Account, fill in the following information:
4.1. By default, the person logged in will be set as the account owner.
4.2. Enter a phone number, including the area code.
4.3. Enter the account name. This is a required field.
4.4. Be sure that the Parts Account checkbox is checked.
4.5. Select a CSR from the list of available CSRs.
4.6. Click the billing account flag.
4.7. In the eCommerce Type, select eCommerce.
5. Under the Address information, complete both the Address and Shipping Address information.
6. Scroll down to the Quoting Information section and complete the following:
6.1. Enter a percentage discount for any of the product price groups for which this customer is eligible.
6.2. Hot Markup % defaults to 35% and should be left as is unless you have been instructed differently.
If you do not know this information at this time, you can always come back and edit this information at a later date.
7. Scroll down to Account Status. At a minimum, you would want to set up the following fields:
7.1. Repair Account Status should be set to Active.
7.2. Choose the appropriate Repair Account Terms.
Pre-pay means that the customer will need to use a credit card or PayPal to pay, Open Account means the customer can Pay by PO.
7.3. If the customer has provided Tax Exempt paperwork, you would check the Tax Exempt box under Account Status, as well as completing the information in the Tax Information block.
7.4. None of the remaining information needs to be completed in the description or the Renewal/Co-Term Info, so you can click Save to complete.
Remember that an integration is running all the time, and even though a contact has not yet been created, a "default record" has been created for this account in Big Commerce.
You can also see that, under the Quoting Information section, there is now an eCommerce Customer Group assigned to this Account.
We added a contact for this Account and are now ready to place an order for a repair item.
8. Looking at the order, we purchased two items: 00-8TEST-001-REP at $9.50 and 00-8TEST-002-REP at $95.00
9. To confirm that these prices reflect the discounts, log into the Big Commerce Admin Portal. Go to Products, and choose Price Lists from the options.
10. Enter part of the account name in the search field.
11. Click on the Price List name to open.
12. Enter the SKU in the top search field.
13. You will be able to see the list price, percentage discount and charged price for the customer.
Repeat as necessary.
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