Overview

A user account is required in order to use the product finder and order functionality of the B2B portal.

Creating the user account for the B2B portal is managed by the responsible Carlstar team within the Navision ERP. The ERP is connects to the B2B site via REST API and can initiate the following user related actions:

• creation
• modification (of certain registration data)
• disabling (user can’t log in, no other effects)
• enabling
• deletion

User account

For existing partners who choose to try out the online B2B platform the responsible Carlstar team can create the online account in the above detailed method.

For new customers the B2B portal provides a simple registration form. This partner registration form submits the request to the responsible team inside The Carlstar Group. If the request results in a new partnership than the new partner company data will get into the Navision ERP and after that the online B2B access can be enabled for it.

Subaccount

The B2B site can manage subaccounts meaning that a partner company can have multiple user account. These accounts have their unique (ERP provided) ContactNo that identifies the person, but shares the (ERP provided) CustomerNo identifies the partner company. In summary this feature allows multiple buyers per customer.

The subaccount is an individual account with its own username and password, connected to the main company account. A subaccount has permissions, including: permission to buy, permission to view orders, etc. Currently, all accounts can send in orders without restrictions and view the aggregated orders list of all the connected accounts.

During user account creation the B2B site checks if there are already one or more users with the provided CustomerNo value. If there is than the new account is created as the subaccount of the oldest account with the same CustomerNo.