Self Registration for Company accounts

In v4.2, we were able to initiate the creation of a company account from the Back Office. But in v4.3, a prospective buyer can register their company on a seller's website by submitting a form. This action creates an application in the back office and it will go through a series of approval processes.

OTB will have a simple workflow to approve, reject or put the application on hold. But this workflow can be extended to incorporate the business processes of the seller. Once approved, a company account will be created.

Note: Detailed Documentation will be required to extend the workflow

Buyer Actors

Prospective Buyer – A user that wants to register their company on the website to avail of the benefits i.e. custom pricing, product catalog, etc. 

This user can be the owner of the company or a Procurement Manager 

Buyer Admin - The Prospect buyer is initially assigned as Buyer admin when the company account is first created. The admin is in charge of the account and has complete account visibility.

Team Members – Admin invites people to be part of the team.  e.g. company employees

Seller Actors

Sales Manager – A sales manager is someone who is responsible for leading and guiding a team of sales reps in an organization. This user will have access to the Customer Account Back Office and can manage customers (Add, Approve, Edit, Delete, Assign Sales Rep, Assign Customer Group, etc.) 

Sales Rep – A sales representative, who sells products or services for a company and represents their brand. They manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made.

Glossary 

Application 

An application is an item that is created when a registration form is submitted online by a prospective buyer. This application goes through an approval workflow before it is approved. When an application is approved it will create a company account structure (company, address book, and team). 

Application Status 

The application status tells the user at what stage of the approval workflow is the application. OTB we will have  

1. In review 
2. On hold 
3. Rejected 
4. Approved 

The statuses are customizable and depend on the approval workflow definition.