Customer Management

Customer Management tools are used to manage business accounts and catalogs for Commerce Lab.

Users with access to Accounts, Contracts or Catalog Filter and Pricing can select the Customer management tools from the Commerce Lab hamburger menu.

The Customer management tools contains the following menu options:
  • Customer Accounts
  • Contracts
  • Price Rules
  • Price Lists
  • Price List Uploads
  • Catalog Filters
Users with the following roles can access the Customer Management tool:
  • Site Administrator (authoring)
  • Sales Manager (authoring)
  • Seller (authoring)
  • Account Representative (authoring)