There are many "people accounts" within Uphance that you will want to setup and manage as part of your day-to-day business. Below find a description of each type of people account, where they are used as well as a link to the other Knowledge Articles that details how to use and configure these accounts.
Buyers & Delegates
Buyers are people that you grant access to your Showroom/eCommerce store. They access your store online through the https://buyers.yourcompany.com URL. See Showroom & eCommerce, Getting Started Knowledge Article for how to configure your URL. To grant Buyers access, please see our Buyer Accounts Knowledge Articles for helping your Buyers gain access.
Once a Buyer is setup, they will appear in your "Customer Database". You can create other buyer accounts or member accounts within that customer profile and send them invitations to join your Showroom & eCommerce store. For additional information, see Customer Setup & Profiles.
The people associated with the Buyer's account can be setup with "Buyer", "Billing" or "Shipping" Roles. As an example, if they are setup as a Buyer, they will be able to place orders. If they are setup as a Billing person, they will receive invoices. If they are setup as a Shipping person, they will receive Pick Tickets.
Your Customers are similar to Buyer Accounts except they are not necessarily associated with your Uphance Showroom & eCommerce store. These customers could be walk-up customers, customers from a trade-show, customers from your retail store or customers from your Shopify or WooCommerce. For additional information, see Customer Setup & Profiles.
Agents are people that represent your customer accounts. You can associate your customer accounts with these Agents. Then, your Agent can login to Uphance and see all Sales Orders and Invoices associated with the customers that you define. Note: This is a "go forward" view and not a historical view. So only Sales Orders and Invoices created after you grant them access will be visible on their screen. For information on how to setup Agent accounts and what permissions can be assigned to their views and access, please see our Agencies Knowledge Article.
Team Members are people within your organization that you want to help manage your business. Perhaps you want these people to be able to create Products on your behalf. Or, perhaps you want them to monitor your Sales Orders and Shipments, monitor communications sent to your customers or run Reports. You can define what you want your Team Members to have access to. Please see our Team Members Knowledge Article for additional information.
Manufacturers & Suppliers
Your Manufacturers "build" your products. You will provide the Raw Materials and instructions on how to build as well as the supplies needed to build. The Manufacturer will assemble the final product that will be sold to your customers.
Your Suppliers provide supplies that are needed to build your products. Your supplier can ship their supplies directly to the Manufacturer or to your designed warehouses to pull from when you need to fill Production or Sales Orders. For additional information, see our Supplier Knowledge Article.
See our Knowledge Article on Manufacturers & Suppliers.