This function is available to allow Communities to manually upgrade a supplier who has been initially set-up as Lite Supplier to a Registered Supplier account.
Where this applies:
The registered/premium suppliers must meet the following conditions:
- Not already be in the Community
- Match the same currency as the lite supplier
- Be enabled
(i.e. the functionality allows a customer to upgrade a supplier they have as type Lite, to an existing supplier with a Registered supplier profile/store).
Role:
The action is available to Community Administrator and Community Supplier Administrator, in the supplier's account within the Administration module.
How:
Within the Administration module, go to Suppliers and search the Lite supplier you would like to convert. Within their Supplier Profile, select More Actions > Convert to Registered
It will then open the Search supplier window to search for the Registered account you'd like to upgrade.
The Supplier address, currency and Tax Identification number will be shown to use as a match to the Lite account.
A reason is required to be entered, otherwise the OK button is disabled.
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Note: You can only convert a Lite supplier who does not have a Registered account in the Community. Any suppliers already in the community irrespective of state (Connected, Disconnected or Pending) is greyed out and unavailable for selection. |
A succeeding confirmation to merge Suppliers will be prompted to complete the conversion, a final reminder that this action cannot be undone and the Lite account will be merged to the Registered account.