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WebSphere Commerce Version 8
  • Overview
  • What's new
  • User Guide
  • Reference
  • Other versions
  1. Home
  2. User Guide

    The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.

  3. Operating
  4. WebSphere Commerce Accelerator

    Use the WebSphere Commerce Accelerator to maintain online stores.

  5. Customer information

    If customers register with the store, you can maintain their registration profiles to track information. Maintain information such as the customer's logon ID, logon password, authentication information, store account status, title, name, preferred language, or currency.

  6. Viewing a customer summary
  • User Guide

    The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.

    • 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 the following sections for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.

    • Migrating

      Before you migrate to WebSphere Commerce Version 8.0, review this information to help plan and execute your migration.

    • Deploying

      The topics in this section describe how to publish stores to either a test or production environment, and how to deploy customized code.

    • 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).

      • WebSphere Commerce Accelerator

        Use the WebSphere Commerce Accelerator to maintain online stores.

        • WebSphere Commerce Accelerator user interface

          The WebSphere Commerce Accelerator interface consists of several notebooks, wizards, dialogs, and lists to help you complete your tasks.

        • Opening WebSphere Commerce Accelerator

          Use WebSphere Commerce Accelerator to maintain online stores by completing various store operations such as creating and maintaining orders and tracking store activities.

        • Changing a WebSphere Commerce password

          If you have the appropriate authority, you can change the WebSphere Commerce logon password for a WebSphere Commerce user or for yourself from any of these tools.

        • Managing the store

          The Seller sets up store-level functions within the site. The Seller can access all menu items under the Store menu.

        • Customer information

          If customers register with the store, you can maintain their registration profiles to track information. Maintain information such as the customer's logon ID, logon password, authentication information, store account status, title, name, preferred language, or currency.

          • Finding a customer

            Use the WebSphere Commerce Accelerator to find a customer.

          • Registering a customer to a store

            Use the Create New Customer wizard to register a customer to a store.

          • Changing a customer's information

            To change a customer's name, address, contact information, or demographics, use the Customer Information notebook.

          • Printing a customer summary
          • Viewing a customer summary
        • Order management

          A typical order includes one or more products, billing and shipping addresses, payment details, and the total cost (including shipping charges and taxes, as applicable). Comments or price adjustments can also be included in an order.

        • Inventory

          Inventory includes anything that can be physically accounted for in a fulfillment center such as items, products, SKUs, bundles, and prebuilt kits.

        • Inventory returns and dispositions

          Customers return products to a fulfillment center for many different reasons. Returned inventory might be reintegrated into the pool of inventory available for order, or it might be discarded. This process is called disposition.

        • Returns and refunds

          A return is a record of a customer's request for a refund, to return merchandise, or both. The term is used whether an RMA is issued in advance of merchandise receipt or the transaction is begun at the time of merchandise receipt. You can use the return merchandise authorization (RMA) function in both available to promise (ATP) and non-ATP inventory-enabled stores.

        • Viewing account reports
        • Viewing contract reports
        • Request for Quote (RFQ)

          A buyer can create a Request for Quote (RFQ), by using the WebSphere Commerce Accelerator, for unique variations of goods and services that are offered in a catalog. If buyers cannot find a product or category that match their needs within a catalog, they can select attributes from the personalized dictionary to precisely define the product specifications. A buyer can also create an RFQ by using the contents in their shopping cart, or add a shopping cart to an existing RFQ.

        • Business relationship management

          To customize what a customer can do in a store use the business relationship management system. By using this system, you can entitle customers to various aspects of a store such as what products they can purchase, the price they pay, and what payment methods a store accepts.

    • Integrating

      Topics in the Integrating category highlight the tasks that are commonly performed for using WebSphere Commerce in combination with other products.

    • Administering
    • Tutorials

      WebSphere Commerce provides many tutorials to help you customize and understand your WebSphere Commerce instance and stores.

    • 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 Enterprise

Viewing a customer summary

Procedure

  1. Open WebSphere Commerce Accelerator
  2. Find the customer you want to work with.
  3. Select the check box next to the customer that you want to work with, and click Customer Summary to view the details of the customer.
  4. Click OK to close the page.
Related information
  • Finding a customer
  • Registering a customer to a store
  • Changing a customer's information
  • Printing a customer summary
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