Represent the company
Keep the commercial relationship separate from an individual buyer’s login. Establish the relevant company information and purchasing contacts.
WHOLESALE / ACCESS
Know who is buying. And for whom.
A business purchase involves an organisation and the people allowed to act for it. Define account access and purchasing responsibility before designing the order journey.
BUILT AROUND THE WORK
What this means
for your business.
Assign the role
Account administration, ordering and approval may belong to different people. Grant access around those responsibilities.
Review the purchasing path
Follow an ordinary order and an exception, including an approval or a buyer leaving the organisation. Access changes should not erase the commercial history.
THE DETAIL IN BUSINESS CONTEXT
Wholesale begins before checkout.
A trade relationship determines who buys, which agreement applies and what needs review. Price, approval and payment terms are connected commercial decisions with different owners.
Company & buyer
Separate the organisation from the individual who acts for it. Review access when a person changes role or leaves.
Quote & accepted order
Preserve the agreement that was accepted and define what happens when a price list changes while a quote is still open.
INSPECT THE RECORDS AND DECISIONS
The company remains when the person changes.
Represent the organisation and the individual buyer separately. A buyer’s login is a route into the company relationship, not a replacement for it.
Operating concepts to inspect in your setup; this is not a wire-format schema. Exact API fields belong in the source-derived reference.
- Company
- The organisation holding the commercial relationship.
- Buyer
- The individual acting within that relationship.
- Role
- The responsibilities granted to the individual.
- Commercial eligibility
- The pricing or catalogue arrangement the account may use.
- Approval owner
- The person responsible for a reviewed purchase.
- Account change
- How access is revoked or reassigned without losing history.
If a buyer leaves the company
Remove the appropriate access while preserving the company’s purchasing and commercial history.
Before opening company purchasing
Test an authorised buyer and an unauthorised user against the same company context. Establish who may administer the relationship.
Inspect the supplied workspace.
Supplied Agora finance workspace. This capture provides interface context; the operating scenarios on this page use separately labelled sample data.
FOLLOW THE PROCESS
From the first step
to the next decision.
01
Create the relationship
Define the company and relevant buyer information.
Create the relationship→Set responsibility→Test the journey
02
Set responsibility
Agree which people may order, approve or administer.
Create the relationship→Set responsibility→Test the journey
03
Test the journey
Inspect catalogue access, pricing and the resulting order.
Create the relationship→Set responsibility→Test the journey
Operating walkthrough · Review the exact configuration for your business.
A CLEARER PICTURE
Good questions.
Useful answers.
Does every buyer see the same information?
Access should follow the company arrangement and role configuration.
What belongs in a demonstration?
Bring a representative account, its pricing agreement and the intended approval route.
BUILD WITH AGORA
Your next chapter starts here.
Bring your business, your ambition and the questions that matter. Let’s explore what you can build with Agora.