Customer Account

Introduction

In Djust, an Account represents a business entity, such as a company, a professional client, or a business unit, that interacts with the platform. It is essential for managing orders, pricing, and associated users.

Accounts are at the core of offer customization and price structuring. This documentation is intended for integrators who want to connect and manage accounts via API, data import, or the Back Office.

Creating an Account

An Account can be created in 2 ways:

Via the Back Office (BO)

The user can create an Account directly from the Back Office interface by entering the required information.

Via Data Import

To create multiple accounts in bulk, it is possible to use the import tool via the Data Hub.

Account Characteristics

An Account is defined by the following information:

Name: The name used to identify the account on the platform.
Company Registered Name: The legal name under which the company is registered.
Business Registration Number: A unique identifier for the company (e.g., SIRET number, tax number).
Billing Address: The address where invoices are sent.
Shipping Address: The primary address for receiving orders.

Managing Account Groups (Customer Tags)

An Account can be included in an account group called a Customer Tag.

Definition of a Customer Tag

A Customer Tag allows multiple accounts to be grouped under the same label.
It is used to apply commercial and pricing rules to a set of accounts.

Impact of Customer Tags on Pricing

Prices can be defined in two ways:

Account-Specific Pricing: A customized price applied only to a given account.
Pricing Based on a Customer Tag: A global price applied to all accounts within the same group.

📌 Note: When a price is defined at both the account level and the Customer Tag level, the account-specific price takes precedence.

Managing Customer Users Within an Account

An Account can have an associated list of Customer Users.

Definition of Customer Users

A Customer User is a user linked to an account who can place orders, access pricing, and manage certain business operations.
Each Customer User has access rights based on their role.

Managing Customer Users

A Customer User must be linked to an Account to be created.
An Account can contain multiple Customer Users.
Customer Users can be managed via the Back Office, Data Import, or API.

Managing Accounts is essential for structuring interactions between business clients and the DJUST platform. Customer Tags help optimize pricing, while linking Customer Users facilitates access and order management.