Adding buyers and sellers
This procedure shows how to add a buyers and sellers to customer accounts using Admin Center.
Depending on whether the document process of an account is accounts payable or accounts receivable, you can add buyers or sellers to the account.
Adding a buyer
You can only add and edit buyers in the Buyers view. If no buyers are created, the customer organization is considered the buyer. If you add buyers to a customer organization, you must assign buyers to each customer user. This determines which buyer organization a user has access to when performing Office tasks.
To add a new buyer:
- Navigate to the Buyers view.
- Click ADD.
- Use the dialog that appears to specify the buyer settings.
Adding a seller
You can only add and edit sellers in the Sellers view. If no sellers are created, the customer organization is considered the seller. If you add sellers to a customer organization, you must assign sellers to each customer user. This determines which seller organization a user has access to when performing Office tasks.
To add a new seller:
- Navigate to the Sellers view.
- Click ADD.
- Use the dialog that appears to specify the seller settings.