Transfer Data Ownership Between Buyers

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

In this manual, we explain the procedure for transferring data ownership between trading buyers from the Buyer management of the Merchant App.

Purpose

Transfer of data ownership is used when you want to consolidate management data of buyer accounts that have been duplicated on the Merchant App side and unify the management destination of trading buyers.

Since you can also specify the range of data to be transferred and the processing for the transfer source buyer after the transfer, you can organize the management status and connection relationships after integration according to your operational policy.

In addition, since the organization of management data and the processing for the transfer source buyer can be judged separately, it is also useful when you want to proceed with the integration of buyer information while maintaining control.

Feature Description

Transferable data

The data items that can be targeted for transfer are as follows.

You can specify whether to transfer all data or limit it to specific items.

• Orders
• Backlog SKUs
• Archived Backlog SKUs
• Trade documents (Delivery Note, Goods Return Note, Invoice, Payment Confirmation, Credit Note, Billing Balance, Export Documents)
• Partner Inventory

Processing for the transfer source buyer after transfer

For the transfer source buyer after the transfer is completed, specify one of the following.

• Do nothing: Only data transfer is performed.
• Disconnect business relationship with source buyer: Disconnect from the transfer source buyer.
• Disconnect business relationship with source buyer and delete transaction buyer information: Delete the buyer from the brand environment after disconnecting.

Automatic processing when the consolidated billing related buyer is the transfer source

If the transfer source buyer is a consolidated billing related buyer and one of the following is specified as the processing after data transfer, the following processing will be automatically executed according to the combination of the statuses of the transfer source and the transfer destination.

• Disconnect business relationship with source buyer
• Disconnect business relationship with source buyer and delete transaction buyer information

Transfer source buyer	Transfer destination buyer	Processing content
Consolidated billing delegator buyer	Consolidated billing delegatee buyer	Do nothing.
Consolidated billing delegator buyer	Consolidated billing delegator buyer, or no settings	The consolidated billing settings of the transfer destination are overwritten by the settings of the transfer source, and the transfer destination becomes a "delegator buyer" with the consolidated billing settings of the transfer source.
Consolidated billing delegatee buyer	Consolidated billing delegator buyer, or no settings	The transfer destination becomes the "consolidated billing delegatee buyer", and the delegator (manager) of the "consolidated billing delegator buyer" that was linked to the transfer source is changed to the transfer destination.
Consolidated billing delegatee buyer	Consolidated billing delegatee buyer	The settings of the transfer destination are maintained as they are, and the delegator (manager) of the "consolidated billing delegator buyer" that was linked to the transfer source is changed to the transfer destination. The transfer destination will also continue to manage the "consolidated billing delegator buyer" that was already linked to the transfer destination.

Instructions

Moving to the transfer data ownership screen

1. Click the Buyers menu.

2. Click the Connected Buyers tab.
   *It is opened by default.

3. Select the buyer that will be the source of data ownership transfer.

   • You can select multiple buyers.
   • You can narrow down buyers by entering conditions in Search Buyers.
   • To select all buyers that match the search conditions, click Select All.
   • To uncheck all, click Remove All Selections.

4. Click the Bulk Action dropdown.

5. Click Transfer data ownership.
   The "Transfer data ownership" modal opens.

How to fill out the form

Specify the data items to be transferred

1. Source Buyers for Data Transfer
   Check the information of the selected transfer source buyer.

2. Data transfer target
   Specify whether to target all data or select targets individually with the toggle button.
   

   • Enable Transfer All Transaction Data: All data will be subject to transfer.
   • Disable Transfer All Transaction Data: Limit the data to be transferred for each item. Also, check the items you want to transfer.

Choose the processing for the transfer source buyer after transfer

1. Select one of the following as the processing for the transfer source buyer after transfer from the dropdown.

   • Do nothing
   • Disconnect business relationship with source buyer
   • Disconnect business relationship with source buyer and delete transaction buyer information

   If the transfer source is a buyer related to consolidated billing and you have selected a process such as Disconnect business relationship with source buyer, please refer to Automatic processing when the consolidated billing related buyer is the transfer source for the details of the automatic processing.

Specify the transfer destination buyer

1. Click the Select button for the transfer destination buyer from the list of buyers.

   If necessary, you can narrow down buyers by entering conditions in Search Buyers.

Transfer data ownership

1. After confirming the input contents, click the Next button.

2. Check if the displayed preview content is correct, and click the Apply button.

   If the process is successful, the data ownership transfer is completed.

Important Notes

The appearance (access rights) on the Buyer App side will not be integrated

The transfer of data ownership and unification of buyer accounts are management data on the Merchant App side.

Even if data ownership is transferred from Buyer A to Buyer B, order data can still be viewed only with Buyer A's account on the Buyer App side.

Past order data of Buyer A will not be displayed in combination with Buyer B's account.

When deleting the transfer source buyer, all data will be subject to transfer

If you select Disconnect business relationship with source buyer and delete transaction buyer information as the process after data transfer, you cannot select data to be transferred individually.

All data items will be subject to transfer.

If there is data you do not want to transfer, do not select the process equivalent to deleting the buyer, and select another process such as Do nothing or Disconnect business relationship with source buyer.