Account Module

The account module adds the ability to create and manage organizational accounts for your business.
The model supports both Master and Sub-Accounts as well as supporting several role types at each level.
The module also provides the ability to have an order go through an order approval workflow based on certain
criteria such as your role and whether or not the order qualifies for being approve. One such qualification included
out-of-box is the ability to create order approval limits. So, if an order meets the order total threshold, it
can automatically be submitted into the order approval workflow.

This module also has a dependency on Price Lists which gives it the ability to create Contract based price lists
that are tied to a specific account.

Features

Accounts can be used to solve a number of complex business needs including the following:

B2B Hierarchical Organizational Accounts

For example, you could have an organization that is structured like: Company (Master Account) / Department (Sub-Account) / Sub-Department (Sub-Account)
with each level having their own Customer with roles and spending limits.

Multi-Account Customers

Through site discrimination, the same customer can belong to multiple accounts

Account Contract Pricing

Ability to support different prices for different accounts

Order Approval Workflow

Based on certain criteria about the order and the role of the customer trying to checkout, and order can be configured to go through an order approval process.
If the order is put into the PENDING_APPROVAL state, an approver or administrator for the account can approve or reject it.

Compatibility

Module Dependencies

• Scheduled Jobs and Events module
• Pricelist module

Module Installation

For detailed instructions on how to integrate the Account module into your project, see the Module Installation document.