Customer Management Tutorial
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Take a look at the relationships between objects in the Customer Management Service and other resources in the Emporix Commerce Engine. Click the diagram to enlarge it:
Setting up a business customer's information is a process made up of two steps:
The id from the response is further referred to as locationId.
Subsidiaries are companies legally owned or controlled by other companies. In the Emporix Commerce Engine, subsidiaries are structured the same way as regular companies — the only difference is that a subsidiary must have its parent company specified.
The id from the response is further referred to as parentId.
You can offer personalized pricing to your business customers' employees by adding them to company customer groups. A company customer group is automatically created when that company's data is added to the system.
When added to a subsidiary’s customer group, the employee is also automatically assigned to customer groups of all the subsidiary’s parent companies.
Make sure the following requirements are fulfilled:
The employee has their customer account set up.
A customer account can be created by the employee themselves or from your Emporix tenant's side. For more information, check out the following endpoints in the Emporix API Reference:
The id from the response is further referred to as legalEntityId.
The id from the response is further referred to as customerId.
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Make sure you have marked the country in which the company operates as active. You can do it by sending a request to the endpoint in the Emporix API Country Service.
A location is a physical address where a company operates, such as its headquarters, office, or warehouse. To add a new location, you need to send a request to the endpoint.
A legal entity is a representation of a company. To add a new legal entity, you need to send a request to the endpoint and provide the locationId in the request body.
Make sure you have already finished the tutorial.
To find out what a company's ID is, you need to send a request to the endpoint and use the q query parameter to find the desired company.
Subsidiaries are added similarly to their parent companies. To add a new subsidiary, send a request to the endpoint. In the request body, set the type field to SUBSIDIARY and provide the parentId.
You have already finished the tutorial.
To find out what a company's ID is, you need to send a request to the endpoint and use the q query parameter to find the desired company.
To retrieve an employee's customer ID, you need to send a request to the endpoint and use the q query parameter. For example, you can search for a customer with a specific email address with q=contactEmail:employeeEmail.
A contact represents an employee of one or more business customers.
To assign a contact to a legal entity (in this case, the desired company), you need to send a request to the endpoint and provide legalEntityId and customerId in the request body.
Once desired employees are added to appropriate customer groups, you can — for example — create personalized price lists for them. For instructions, check out in the Price Service guide.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
To test the endpoint, open the API reference below or check the example of a curl request.
