{"id":12602,"date":"2016-05-18T07:33:58","date_gmt":"2016-05-18T14:33:58","guid":{"rendered":"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-me-the-features-corporate-account-management"},"modified":"2021-07-06T04:15:52","modified_gmt":"2021-07-06T11:15:52","slug":"show-features-corporate-accounts-management","status":"publish","type":"post","link":"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-features-corporate-accounts-management\/","title":{"rendered":"Show Me the Features &#8211; Corporate Account Management"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1238 alignnone\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2018\/01\/blog-hero-1-6.gif\" alt=\"blog-hero (1)\" width=\"793\" height=\"202\" \/><\/p>\n<p>Today, many corporate buyers and users are demanding an online B2B buying experience that is as easy to use as their B2C eCommerce counterparts. Although this trend is growing, it\u2019s important to remember that B2B sellers (as opposed to B2C) have to support much more complex online buying processes. This means that it is often very difficult or even impossible to achieve a comparable online B2B experience using currently available eCommerce platforms.<\/p>\n<p>With that in mind, this series will discuss the features and capabilities that a B2B eCommerce platform must have, along with how the Oro team has implemented them in OroCommerce, its open-source B2B eCommerce platform. To begin with, this blog post will focus on corporate account management.<\/p>\n<h3><span style=\"color: #993300\">Corporate Account Management in OroCommerce<\/span><\/h3>\n<p>One of the main features of OroCommerce is the ability to build and manage a flexible, hierarchical, configurable and granular\u00a0 account management structure via the seller admin console. This account structure is also reflected on the front-end, where buyers can setup their corporate structure, users and purchasing rules.<\/p>\n<p>But how does OroCommerce support the buyer\u2019s and the seller\u2019s operations, as well as help both companies become more efficient? Let\u2019s take a look at the seller admin console and how OroCommerce helps seller admins overcome this challenge\u00a0 and meet corporate buyer needs.<\/p>\n<h4><span style=\"color: #993300\">Seller Experience<\/span><\/h4>\n<p><span style=\"font-weight: 400\">When it comes to <\/span><span style=\"font-weight: 400\">corporate account management in OroCommerce<\/span><span style=\"font-weight: 400\">, the first thing a seller should do is navigate to the customer tab and start building the corporate structure of the particular buyer.<\/span> Through this interface, the seller can easily build the main corporate account (we created \u201cCompany A\u201d for this example) by clicking on the blue \u201cCreate Account\u201d button and entering in relevant information, such as the account owner, assign sales reps, payment term, tax codes, address, etc.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1254 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1.png\" alt=\"set an acct 1\" width=\"720\" height=\"312\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1.png 1835w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1-720x312.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1-768x333.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1-760x329.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/set-an-acct-1-360x156.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1255 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2.png\" alt=\"se an account 2\" width=\"720\" height=\"254\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2.png 1846w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2-720x254.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2-768x270.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2-760x268.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/se-an-account-2-360x127.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<p>Similarly, as indicated in the image above, the seller can assign the price list and the website(s) this company is allowed to purchase from. Furthermore, the seller can continue and add other divisions, business units and more, down to the smallest functional unit in Company A.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1241 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts.png\" alt=\"Admin Company A accounts\" width=\"720\" height=\"224\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts.png 1899w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts-720x224.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts-768x239.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts-760x236.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Company-A-accounts-360x112.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<p>Out of the box, OroCommerce is flexible enough to build even more complex and granular\u00a0 structures. Users can do this by setting account groups and account users to match the complexity of any corporate buyer\u2019s business structure. For example, an account group might be different than another based on a number of different unique parameters, such as the website they can view, payment terms, the price lists that are available to them, different catalogs, different products within catalogs, etc.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1246 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups.png\" alt=\"Admin account groups\" width=\"720\" height=\"198\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups.png 1873w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups-720x198.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups-768x212.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups-760x209.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-account-groups-360x99.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<p>What\u2019s more, the seller can set account users and user roles that allow each user to have a specific role with its own explicit permissions. (Note: We will discuss how to set up roles and permission in future blog posts.) With these robust capabilities and the inherent flexibility of OroCommerce, the seller will now be able to recreate any B2B buyer\u2019s corporate account hierarchy and user roles.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1247 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users.png\" alt=\"Admin Account users\" width=\"720\" height=\"294\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users.png 1874w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users-720x294.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users-768x314.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users-760x311.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Admin-Account-users-360x147.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<h4><span style=\"color: #993300\">Corporate Buyer Experience<\/span><\/h4>\n<p>Now let\u2019s discuss how the corporate buyer (who, in this case, is named Amanda Cole) can easily configure their company\u2019s corporate account management to do the following:<\/p>\n<ul>\n<li>Specify a company\u2019s specific structure<\/li>\n<li>Manage and control purchasing process<\/li>\n<li>Become more efficient<\/li>\n<\/ul>\n<p>To manage accounts and users, the buyer admin should navigate to the \u201cMy Account\u201d link located at the top navigation bar. Here, the first information Amanda will see is her account information, including her profile, location, address book and more. Amanda can also view the user accounts of the employees she manages (Brenda and Lois), modify her team\u2019s user account information, and perform actions such as delete, enable and disable users and users accounts directly from her account homepage.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1242 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information.png\" alt=\"Front end account information\" width=\"720\" height=\"358\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information.png 1736w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information-720x358.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information-768x381.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information-760x377.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-information-360x179.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<p>Amanda can also add user accounts to specific divisions or business units within her company. This process is very quick and intuitive \u2014 all she needs to do is click on the \u201cCreate Account\u201d button and add the account user information. On the same screen, she can assign the role and the permission settings of each user making sure he\/she are able to view information pertaining to his\/her role and review purchases made by other users in the business unit he\/she is responsible for.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1244 size-medium\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users.png\" alt=\"Front end account users\" width=\"720\" height=\"326\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users.png 1725w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users-720x326.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users-768x348.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users-760x344.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/Front-end-account-users-360x163.png 360w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/p>\n<h4><span style=\"color: #993300\">Conclusion<\/span><\/h4>\n<p>We prioritized user-friendly design throughout the <span style=\"font-weight: 400\">process of <\/span><span style=\"font-weight: 400\">corporate account management in OroCommerce<\/span> so that users can quickly and efficiently assign appropriate accounts to relevant business units, as well as make sure that all user roles and settings have been set up correctly. In addition, since we do not believe a business should have to change how it works according to the capabilities of a software, we made sure the corporate account management process has the flexibility to adapt to any organization. Few other eCommerce platforms provide this amount of flexibility out of the box. If this is a capability that is crucial to your organization, OroCommerce will undoubtedly be the platform to use.<\/p>\n<p>You can test this feature, as well as the rest of OroCommerce, by logging into our <a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/demo\/\">demo<\/a>. We are always eager to get your feedback, so please either comment on this blog or send us a question or comment via our <a href=\"https:\/\/forum.oroinc.com\/orocommerce\/\">forum<\/a>.<\/p>\n<p>Thank you!<\/p>\n<p>The Oro Team<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today, many corporate buyers and users are demanding an online B2B buying experience that is as easy to use as their B2C eCommerce counterparts. Although this trend is growing, it\u2019s important to remember that B2B sellers (as opposed to B2C) have to support much more complex online buying processes. This means that it is often [&hellip;]<\/p>\n","protected":false},"author":38577,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"footnotes":""},"categories":[6],"tags":[103],"class_list":{"0":"post-12602","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-product-news-updates","7":"tag-orocommerce"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Show Me the Features - Corporate Account Management | OroCommerce<\/title>\n<meta name=\"description\" content=\"Today, many corporate buyers and users are demanding an online B2B buying experience that is as easy to use as their B2C eCommerce counterparts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-features-corporate-accounts-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Show Me the Features - Corporate Account Management | OroCommerce\" \/>\n<meta property=\"og:description\" content=\"Today, many corporate buyers and users are demanding an online B2B buying experience that is as easy to use as their B2C eCommerce counterparts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-features-corporate-accounts-management\/\" \/>\n<meta property=\"og:site_name\" content=\"OroCommerce\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OroCommerce-333319140210515\/\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-18T14:33:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-07-06T11:15:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2016\/05\/blog-hero-1.gif\" \/>\n\t<meta property=\"og:image:width\" content=\"793\" \/>\n\t<meta property=\"og:image:height\" content=\"202\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/gif\" \/>\n<meta name=\"author\" content=\"msarandi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@orocommerce\" \/>\n<meta name=\"twitter:site\" content=\"@orocommerce\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"msarandi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-features-corporate-accounts-management\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/show-features-corporate-accounts-management\/\"},\"author\":{\"name\":\"msarandi\",\"@id\":\"https:\/\/oroinc.com\/b2b-ecommerce\/#\/schema\/person\/cfd81a5e04e6dfd15b75be8e895d8287\"},\"headline\":\"Show Me the Features &#8211; 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