Introduction
Masquerading is used by anyone who buys for multiple sites or customers. Like the name suggests, it allows the Buyer/Service or Sales Rep basically pretend they are the site/customer. They are able to log in as the site or customer and request a quote or place an order.
In order to be able to "masquerade" (purchase for multiple companies) the Buyer/Sales Rep /Site Service Rep must be set up in a software called B2B.
All of the discounts, shipping options, tax information etc. that has been established for the customer are available through masquerading.
Logging In
The person who will be doing the purchasing (the buyer/sales or service rep) logs in to the ATS Store with their credentials.
Unlike a singular user, if you have multiple customers associated with your login, you will be brought to the dashboard.
All the companies/sites you purchase for are listed below.
If you need to have a company added to your profile, please contact [email protected].
Click on the Log In button next to the site you are going to do purchasing for.
The Log In button turns to Selected.
A banner appears across the very top of the screen alerting you that you are logged in as that company.
From here, everything progresses as usual until the checkout page.
Checkout
In our example, we have purchased a New Product. You can see by our Customer Name, that no discounts are to be given, nor Tax Exemptions.
You can see the User's email is still the person who originally logged in (not the customer they are masquerading as.)
The shipping address is the receiving department of the Company we are masquerading as.
If you need to add an additional shipping address, this can be done, as long as you do not change the company name. eCommerce: Can I change a Ship To Address for a Customer in eCommerce?
We have selected a shipping option.
On the right hand of the screen, you can see that tax is being charged. That is because of how the account is set up. If we had chosen another account, we could see taxes were not charged.
After selecting the shipping option, you will continue on to billing.
Do NOT change the billing address or the Integration to Salesforce will not go over properly.
Payment options will default in based on your customer record. If the customer is set up with terms on their profile, then they will have the ability to pay by PO. If not, they will have the option to pay by Credit Card or PayPal.
The credit card will be authorized for the charge. This doesn't charge the card at this time, but simply ensures that there are funds available.
This authorization is good for 29 days.
Check the box to confirm that you agree with the terms and conditions.
Click Place Order.
A confirmation message appears telling you that the order has successfully processed.
An order number is given.
As the order was placed using Masquerading, it will show under Orders for the Buyer/Site Service Rep/Sales Rep. The easiest way to find it is to search by the order number.
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