As you run your daily business operations with Uphance, you will come across different account profiles. Understanding what each account profile is about and how it differs from others is important.
Let's go over them.
Buyers
Buyers are people whom you grant access to your Showroom. You can add them by navigating to Customer Relationships >> Contacts and sending them an invite.
See Showroom & eCommerce, Getting Started Knowledge Article for how to configure your Showroom and invite buyers.
Once you've added a buyer, their details will appear on the Customers page. You can create other buyer accounts or member accounts within that customer profile and send them invitations to join your Showroom.
For additional information, see Customer Setup & Profiles.
Keep in mind that you can assign different roles to buyer account profiles, and they are Buyer, Billing, and Shipping.
Users with "buyer" roles can place orders on your Showroom. Those with billing roles can receive invoices. And those assigned a shipping role will receive pick tickets.
Customers
Your Customers are similar to Buyer Accounts except they are not necessarily associated with your Uphance Showroom & eCommerce store. These customers could be walk-in customers, customers you found in a tradeshow, or customers coming from your Shopify or WooCommerce store. For additional information, see Customer Setup & Profiles.
Sales Reps
Sales Reps are people who represent your customer accounts. Think of them as your sales agents. When you add them to your organization, they can log in and see all sales orders and invoices associated with the customers you assigned them to manage.
Uphance allows you to set monthly sales goals for your sales reps, assign them to specific regions/countries, set up their commission, and many more.
Note: You can name your sales reps whatever you want. In the illustration above, we called them Stylist.
Please see our Agencies knowledge article to learn more.
Team Members
Team Members are people within your organization that you want to help manage your business. You may want to allow them to create products and sales orders for your business.
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 to learn how to add new team members.
Vendors
Vendors are the manufacturers and suppliers you transact business with.
Your Manufacturers "build" your products. Your job is to provide them with design instructions and the materials they need for it.
Your suppliers, on the other hand, provide supplies that are needed to build your products. They can ship the materials directly to your manufacturer or designated warehouses to pull from when you need to fill Production or Sales Orders.
For additional information, see our Supplier Knowledge Article.