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IBM WebSphere Commerce V7
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  1. Home
  2. User Guide

    The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.

  3. Operating
  4. IBM Sales Center for WebSphere Commerce
  5. Customers and organizations

    All orders are associated with customers. You can create profiles to register new customers with a specific store using the Customer editor. The difference between creating a B2B and consumer direct customer is that the B2B direct customer has to be created in the context of an organization.

  6. Enabling a customer

    To enable a customer who has repeatedly typed in an incorrect password and gotten themselves locked out of their account:

  • User Guide

    The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.

    • Planning

      Creating a custom implementation of a WebSphere Commerce store requires a significant amount of planning. From gathering client needs, to deploying the live solution, much work is needed to successfully deploy a custom client store. Use the resources in here to help you plan every phase of store creation.

    • Installing

      Review this section for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.

    • Migrating

      Before you migrate WebSphere Commerce, review this information for an overview of the migration process.

    • Operating
      • IBM Management Center for WebSphere Commerce

        The IBM Management Center for WebSphere Commerce, or Management Center, is a suite of tools to support store management, merchandising, and marketing tasks for business users (Sellers, Marketing Managers, Product Managers, Catalog Managers, and others).

      • IBM Sales Center for WebSphere Commerce
        • Getting started with the IBM Sales Center

          The IBM Sales Center for WebSphere Commerce helps you accomplish your customer-service tasks easily and efficiently. You can work with orders and quotes for many customers and in many stores at the same time. In addition, you can quickly find information and compare products.

        • Stores

          When you log onto the IBM Sales Center, no stores are available. You have to select a store explicitly, and you can only select from stores to which you have access. Within the Stores view, you can have an unlimited number of stores available, but only one store can be active at a time. Your available stores are based on either a B2B direct or consumer direct business model:

        • Customers and organizations

          All orders are associated with customers. You can create profiles to register new customers with a specific store using the Customer editor. The difference between creating a B2B and consumer direct customer is that the B2B direct customer has to be created in the context of an organization.

          • Creating a customer profile

            You create customer profiles to be able to place an order on behalf of a customer. When you create a customer profile, you must enter information in the required fields, marked with an asterisk. All other fields are optional; however, the Country, Preferred Language, and Preferred Currency fields are populated with the default locale information from the Customer Preferences page. If necessary, you can modify the pre-populated fields.

          • Finding a customer profile

            To find a B2B or Deprecated featureconsumer direct customer profile, you have your choice of two search methods: quick and advanced. The quick-find method uses common search criteria, such as name, customer ID, and e-mail address. The advanced-find method uses an expanded list of search criteria that includes additional search fields such as state, country or region, and secondary e-mail address.

          • Finding an organization profile

            To find an organization profile:

          • Clearing a customer from view

            Once you open a customer profile, they remain available for use in both the Stores view and the Customer menus. If you are finished with a customer you can remove the profile so it is no longer in view.

          • Finding all orders for a customer

            You can search for all or some of the orders for a customer. For example, you might want to find all orders that shipped to a specific location or all orders that are closed.

          • Finding all orders for an organization

            You can search for all or some of the orders for an organization. For example, you might want to find all orders that shipped to a specific location or all orders that are closed.

          • Modifying customer information

            You can change or delete information from most fields in a customer profile and you can populate any fields that are empty. Before you can submit any updates, you must have information in the required fields.

          • Modifying customer address information

            A customer profile contains a primary address that can be designated as a shipping address, billing address, or both. You can also create additional shipping and billing addresses for a customer profile. These additional addresses can be modified and deleted.

          • Viewing all members of an organization

            You view all members of an organization through the Organization Summary editor. You can also open any of the member profiles directly from the list.

          • Viewing customer comments

            The Comments page in the customer editor displays all the comments logged by a Customer Service Representative (CSR) for a particular customer. You can view all comments, sort them by date, by perspective, or by who created the comment.

          • Enabling a customer

            To enable a customer who has repeatedly typed in an incorrect password and gotten themselves locked out of their account:

          • Resetting a customer password

            To reset a customer's password:

          • Customer service representative groups and customer territory groups

            In the Sales Center, the administrator has the ability to control what customers a particular customer service representative can deal with. This is to ensure that a particular CSR team always works with a specific group of customers when the system assigns ticklers. Ticklers assigned by the system will be assigned automatically to a customer service representative group if that group has been assigned to the customer territory group that the customer is a part of.

        • Orders

          You can use the IBM Sales Center to create an order for a new or existing customer by beginning with a new order. Alternatively, you can create a new order based on the information in an existing order or quote. You can also modify many of the details in an existing order (such as item quantities, shipping addresses, payment methods, and so on) after the order is submitted but before all items in the order have been fulfilled. In addition, you can view and work with merchandising associations related to the items in an order as well as view marketing promotions that might be of interest to the customer.

        • Quotes

          A customer might want to get a cost quotation before deciding whether to place an order. You can use the IBM Sales Center to create a quote for a new or existing customer by beginning with an empty quote, or you can use it to create a new quote based on the information in an existing quote or order. You can also modify many of the details in an existing quote (such as item quantities, shipping addresses, and so on).

        • Products

          In addition to normal products, you might be working with the following product types: bundles, packages, dynamic kits and static kits.

        • Ticklers

          A tickler is a note that displays to warn you about an action or remind you to take action. Ticklers are automatically created by the system for several reasons:

        • Returns

          When a customer is not satisfied with the product they have purchased, they can call a customer service representative (CSR) to create a return. A CSR can create, view and edit returns. Editing a return includes adding items to the return, removing items from the return, changing the credit method, credit amount and other key information, or approving it for further processing.

    • Administering
    • Tutorials

      WebSphere Commerce provides many tutorials.

    • Samples
    • Developing

      The topics in the Developing section describe tasks performed by an application developer.

    • Compliance

      The following section describes how you can leverage WebSphere Commerce features and functionality to help your site be compliant with different privacy and security standards.

    • Securing

      These topics describe the security features of WebSphere Commerce and how to configure these features.

    • Performance
    • Troubleshooting
WebSphere Commerce EnterpriseWebSphere Commerce Professional

Enabling a customer

To enable a customer who has repeatedly typed in an incorrect password and gotten themselves locked out of their account:

Procedure

  1. Log on to the IBM Sales Center.
  2. Select a store.
  3. Find the customer.
  4. Click the Enable account button.
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