Process: Monitor business account

Flow

Legend

Monitor business account

Objective

To monitor the effectiveness and profitability of a business account

Description

A Sales Manager may want to change the terms and conditions of a business account or delete a business account based on reports and analysis performed on a business account. In addition, the Sales Manager may want to revise, suspend, or cancel a current contract, or add additional contracts to the business account.

Some examples of available reports are as follows:

Features

Customization

Additional reports may be created

Edition

Business Edition

Subprocesses

Tasks

Task Description Role
Mark contract canceled

Cancel a contract. The contract remains in WebSphere Commerce for reporting purposes, but it cannot be made available to customers.

Account Representative
Delete contract

Delete a contract. The contract will no longer be available to create reports.

Account Representative
Review report

Review the business analysis report to find areas of the business relationship that you may want to modify. You may want to change the terms and conditions of the business accounts and/or contracts if they are not proving to be profitable.

Sales Manager
Select business account

Select a business account which you want to modify.

Account Representative
Select contract

Select a contract which you want to modify.

Account Representative
Mark contract suspended

Suspend a contract so that the customer temporarily cannot purchase using this contract.

Account Representative

Business artifacts

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