B2B Components

The B2B Components offer you the opportunity to equip your store with the most important B2B functions. 
The B2B Components also offer store customers, who have been authorized accordingly by the store operator, a variety of functions to map their own company structure. These include roles and contacts (sub-accounts for the customer's employees), orders including the approval process as well as order lists and individual order numbers.

Quote Management

If you have an evolve plan, the new quota management is available.

Often, B2B customers' requirements are so unique that the ordering process cannot be handled by default in the online shop but requires personal consultation with the supplier. In addition, B2B customers often aim for long-term business relationships where customized price offers enable closer cooperation and specific agreements tailored to their long-term needs. It is precisely for this communication that Evolve's new Quote Management feature comes into play. Here, you can exchange prices between buyer and merchant via the shop.
 

Request prices

As a logged-in B2B customer, you have the option to request a specific price for the items in the shopping cart.

To send a quote request to the dealer, click on Request a quote and then on Send request.

If you would like to add a specific comment, you can write it in the comment field.

In the next step, you will see all your quotation requests in your customer account under Quotes.

There are a total of 5 statuses: Open, In Progress, Accepted, Rejected, Answered and Expired.

Edit quotes

As a merchant, you have the possibility to view and edit the offers in the admin in the area Orders > Quotes. Here you have a complete overview of all received offers.

In the next step, you can edit the requests and enter an individual price or discount. If you agree with your price adjustment, you can send the quote back to the customer by clicking the button Send Quote.

You can set a time limit for your offer by entering an expiry date in the next step.

If you would like to add a comment to the offer, you can do so in the message field.

Employee Management

From Shopware version 6.5.6.0 and the Evolve plan, it is possible to use the employee management. This allows you to create employees and assign roles to them. In order for the Company tab to be available for the respective customer, the employee management must be activated in the customer's edit mode.

 

You can invite a new employee to the company by clicking the Add employee account button (1). For this purpose, the first name, last name and e-mail address must be entered. The role is optional. In the overview, you can check the status of each employee. After the invitation has been accepted within 2 hours, the employee is part of the organization. Via the three points, you can deactivate it if necessary.

You can create a role via the button Add role (2).

First, you enter the name (1) for the role. You can also decide whether this role should be used as the default role for new employees (2).  Furthermore, you can set the permissions (3) for the employee here. These are limited to the areas of employee management, role management and orders.
 

In the frontend, the respective employee can also create roles and manage employees. To do this, first log in and go to the your account icon (1). Here you can then go to the respective employee management (2) or to the role management (3). The configurations here are the same as in the admin.

Approve orders

As of Shopware version 6.5.8.0 and the Shopware Evolve plan, it is possible to use the approve orders function. This enables your customers to activate this function for a B2B account. 

Activation

The function can be activated for each customer by first going to edit mode in the admin's customer overview and then setting the "Order approval" function to active.

Activation in the frontend

You must then create a role in the activated customer account in which you activate the corresponding functions. The role is created by clicking on Roles --> Add role in the overview. Alternatively, you can also create the role in the Administration.
 

You must also create a rule under "Approval rules" in which you select the role.

The following fields must be filled in here:

• Name (the internal name of the role)

• Applies to (the selection here is currently still "All orders")

• Gives order approvals (here you select the role that can accept the approvals | e.g. Managing Director)

• Needs order approvals (Here you select the role that requires approval | e.g. trainee)

 
B2B customer accounts can then only order orders with approval. The B2B accounts will then also see this in the order completion.

The main B2B account is then shown this and has the option of accepting or rejecting it.
 

Quick order function

Starting with Shopware version 6.5.4.0 and the Shopware Evolve plan, it is possible to use the quick order function.
This allows your customers to speed up the ordering process by adding items to the shopping cart via item number or CSV file.

Activation

The function can be activated per customer by first entering the edit mode in the user configuration in the admin and then setting the "Quick order" function to active.

Frontend view

In the frontend, you can access the feature by clicking on the account icon (1) and then selecting Quick Orders (2).

To speed up the general ordering process, you can search for products by name or number (1) and adjust the quantity (2) directly. 
Alternatively, you can upload a CSV file (3). After clicking on the button a window will open where you can upload your file. The file must contain the columns "product_number" and "quantity". You can also download a sample file there. As soon as all products are selected, you can add them to the shopping cart (4). If you want to delete the list, you can do this with the button "Clear list" (5).