Customers - Business Accounts

Business Accounts are a way for you to put a list of customer accounts in a group, and give the group a name. This allows you to take action on the business account, instead of having to select multiple customers from your customer list.

Use Case: Business Accounts

With Business Account functionality, you can create a Business Account, and add a list of customers to that account. Here are three scenarios where this functionality can make your life easier.

- A contract is negotiated with a national franchise, like a major restaurant chain, but the ordering for supplies is handled by the franchisees (the local business owners). If you manage pricing and product availability at the business account level, then each location is a unique customer account and has access to that price level. This allows you to change the price for all of those franchisees in one place within Miva instead of having to edit individual products.

- A contract is negotiated for special pricing with an employer which has 10 office locations. Each office has an office manager. Those office managers, all of whom have Miva customer accounts, can also be assigned to the same business account to give them access to that special pricing.

- A contract is negotiated to provide Net 30 payment terms to an employer with 10 office locations. Each office has an office manager. Those office managers, all of whom have Miva customer accounts, can also be assigned to the same business account to give them access to that Net 30 payment method.

Creating a Business Account

To create a Business Account, click the Customers header on the left side of the page, then click the Business Accounts tab.

Click the Add Business Account button in the upper right corner, give the Business Account a name, then click the Save Changes button or press enter on your keyboard.

Using a Business Account

To work with a Business Account, select it from the list in the Business Accounts tab.

On the page that opens, there are four tabs: Account, Customers, Notes and Orders.

In the Account tab you can edit the title of the Business Account and make it Tax Exempt by checking the box. Once done, click Update.

In the Customers tab you can add or remove customers from the Business Account. To add a customer, simply click the Assigned slider next to a customers name you wish to add to the account. To remove a customer, click the slider again to unassign that customer from the account.

In the Notes tab you can add a note to the Business Account. Click the Add Note button in the upper right. In the box that opens, enter your note and click Add.

The Orders tab shows you a list of all of the orders a Business Account that are part of the Business Account.

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Customers - Customer Settings

Customers - Business Accounts

Use Case: Business Accounts

On this Page

Creating a Business Account

Using a Business Account

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