Business Partner Accounts

In the Business Partner Accounts portion of the Customer Service section you can manage the accounts of your business partners. This section is only available when working with a B2B site.

If you are working with a multiple-site configuration, use the "Change Site" drop-down list box at the top of the screen to select the site you are working with. Only the business partner accounts for the selected site will be available. If you are working with a single-site configuration, the "Change Site" drop-down list box is not available and no site selection is required.

If you are working with an international site, use the "Select Locale" drop-down list box at the top of the screen to select the locale you are working with. Only the business partner accounts for the selected locale will be available. If your site is not an international site, the "Select Locale" drop-down list box will not be available.

To find a business partner account:

In the "Find a BPA" tab box, enter your search criteria for the business partner account in the various text boxes.
Select "Find". The page will refresh and a list of all of the business partner accounts matching your search criteria will be displayed.

To edit a business partner account:

Follow the rules above to find the business partner account you wish to change.
In the list of search results, select either the "Account ID" or the "Edit" icon of the business partner account you wish to change. The page will refresh with tabs for "Profile", "Ship-to Addresses", "Purchasing", and "Associations".
On the "Profile" tab, make all the changes that are necessary. Select "Update Profile" to save your modifiations.
Select the "Ship-to Addresses" tab and make all necessary changes on that tab.
Select the "Purchasing" tab and make all necessary changes on that tab. Select "Update Purchasing" to save your modifications.
Select the "Associations" tab and make all necessary changes on that tab.

To create a new business partner account:

Select the "Create a BPA" tab. Enter the required information on that tab, then select "Create BPA". The page will refresh with tabs for "Profile", "Ship-to Addresses", "Purchasing", and "Associations".
On the "Profile" tab, enter all the information necessary about the business partner account. Select "Update Profile" to save your modifications.
On the "Ship-to Addresses" tab, enter all the ship-to addresses for the business partner account.
On the "Purchasing" tab, enter all the purchasing requirements for the business partner account. Select "Update Purchasing" to save your modifications.
On the "Associations" tab, add all the customer associations necessary for the business partner account.

To activate a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, select the "Active" icon for the business partner account you wish to activate.

To deactivate a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, deselect the "Active" icon for the business partner account you wish to deactivate. Inactive accounts will not be available on the website.

To change the contact information for a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, select either the account number or the "Edit" icon of the business partner account you wish to modify.
On the "Profile" tab, modify the contact information for the account.
Select "Update Profile" to save your modifications.

To change the billing address for a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, select either the account number or the "Edit" icon of the business partner account you wish to modify.
On the "Profile" tab, modify the billing address for the account.
Select "Update Profile" to save your modifications.

To change the shipping addresses for a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, select either the account number or the "Edit" icon of the business partner account you wish to modify.
Select the "Ship-to Addresses" tab.
Make the necessary changes to the shipping addresses.

To change a business partner account's payment methods:

Follow the instructions to find a business partner account.
In the list of search results, select either the account number or the "Edit" icon of the business partner account you wish to modify.
Select the "Purchasing" tab.
Make the necessary modifications to the purchasing fields.
Select "Update Purchasing" to change your modifications.

To associate a customer with a business partner account:

Follow the instructions to find a business partner account.
In the list of search results, select either the account number or the "Edit" icon of the business partner account you wish to modify.
Select the "Associations" tab.
Select "Choose Customer". A pop-up dialog box will appear. Use the search fields in that box to search for the customer you wish to add to the account. In the search results list, select the "Select" checkbox to add a customer to the account. Dismiss the dialog box once you have added all the customers.