To provide information to the customer about the details of their business account relationship
When a customer calls to find out the details of aspects of the business relationship, the Account Representative can display that information to communicate to the customer.
Additional reports may be created
Business Edition
Task | Description | Role |
---|---|---|
Find business account |
Find the business account in the system about which a customer is making an inquiry. |
Account Representative |
Receive customer request (external) |
Receive a customer request to:
|
Account Representative |
Display Buyer purchase order limits |
View the Buyer purchase order spending limits under a contract and the current order totals for a customer. |
Account Representative |
Display business account details |
View the details of a business account, including all the terms and conditions and other business account details. |
Account Representative |
Display contract details |
View the details of a contract, including all the terms and conditions and other contract details. |
Account Representative |
Display orders |
View the details of a particular customer's order |
Account Representative |
Display contract spending limits |
View the right-to-buy and obligation-to-buy spending limits specified under a contract and the current order totals for a customer. |
Account Representative |
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