Common Business User Tasks

Business users use the Commerce Server 2009 R2 Business Management Applications to perform daily operations to manage the business and service side aspects of Commerce Server 2009 R2. Tasks associated with using these applications are grouped into the following categories:

  • Business User Administration Tasks

  • Payment Methods, Shipping Methods, and Site Term Management Tasks

  • Customer and Order Management Tasks

  • Product, Catalog and Inventory Management Tasks

  • Marketing Campaign Management Tasks

  • Direct Mail and User List Management Tasks

Business User Administration Tasks

The following table provides links to topics that are useful for system administrators and business users who are responsible for connecting to the business management Web services. In each Business Management Application, security levels are added on each of the individual view states to allow for role-based access. Before they use a business management Web service, system administrators must configure the security level for an account.

Concepts

Deploying the Business Management server

Connecting to sites

Managing authorizations

Payment Methods, Shipping Methods, and Site Term Management Tasks

The following table provides links to topics that are useful for business users who are responsible for defining the payment and shipping methods that are used in a site and other site terms.

Creating site information

Finding information

Customer and Order Management Tasks

The following table provides links to topics that are useful for customer support representatives who are responsible for addressing customer issues regarding orders.

Concepts

Finding information

Product, Catalog, and Inventory Management Tasks

The following table provides links to topics that are useful for business users who are responsible for developing and maintaining product catalogs and inventory data and metadata. Catalog and inventory metadata are used to define property, category, and product definitions.

Catalog and inventory concepts

Categories and catalog sets concepts

Product concepts

Creating catalogs

Adding schema data

Editing schema metadata

Importing and exporting catalogs

Finding information

Updating catalogs

Marketing Campaign Management Tasks

The following table provides links to topics that are useful for business users who are responsible for developing and managing marketing campaigns.

Concepts

Creating campaigns

Creating and targeting advertising

Creating discounts

Targeting discounts

Creating coupons

Direct Mail and User List Management Tasks

The following table provides links to topics that are useful for personnel responsible for managing user lists and sending direct mail to users.

Concepts

Working with lists

Importing/exporting lists

Working with Direct Mail

See Also

Other Resources

Catalog Manager

Catalog and Inventory Schema Manager

Customer and Orders Manager

Marketing Manager

Concepts and Tools for Business Users

Managing Authorization Policies