INSTRUCTIONS FOR THE MULTI ACCOUNT CART
The multi account profile allows you to regroup several sub-carts into a larger global cart. It is recommended:
- For an account administrator wishing to regroup the orders of several purchasers, as for a school board or a library which purchases for several institutions.
- For a purchaser who manages multiple departments, subsidiaries or budgets.
This profile establishes levels of responsibility between a main account (central department or administrator) and secondary accounts (purchasers, subsidiaries, departments, budgets).
Responsibilities of the main account administrator and managers of
secondary accounts
The main account administrator can:
- Have the Renaud-Bray representative activate and configure the multi account profile;
- Create up to 10 purchase lists;
- link secondary accounts to each list;
- determine visibility criteria for each list;
- get an overview of all lists and manage them (name change, modification in the explanatory note, removals);
- add or remove articles in each list for one or several secondary accounts;
- In exceptional cases, reopen a list already confirmed by a secondary account;
- place order.
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The secondary account manager can:
- Add products to the lists of the main account to which he is associated;
- modify the contents of these lists and confirm changes;
- work out and change the selections for other secondary accounts (authorization required);
- see the selections in other secondary accounts (authorization required);
- in exceptional cases, ask the main account administrator for the authorization to modify an already confirmed list.
The manager of a secondary account can confirm his selection in a list established by the main account administrator, but CANNOT place an order.
On the other hand, for budgets that do not depend on the central department, the manager can also create his own lists, work them out and place orders on that list as desired.
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