B2B-Suite - Administration

The B2B Suite provides you with the option of equipping your store with the most important B2B functions. These include budgets and quotas, order lists and quick orders.

Installation

As part of the Enterprise Edition, the B2B Suite is available as a plugin.
You can download the plugin in the plugin management under Settings > System > Plugins > Purchases.
Afterwards the plugin is listed under My plugins and can be installed by clicking the "..." button.
After the plugin has been installed, you can activate it by clicking the button in the status column.

More information about plugin management can be found here.

Configuration

The B2B Suite does not provide a separate configuration menu in the Admin. Instead, the customer administration is extended by configuration options (1).

To assign a B2B role to the customer, first open the edit mode (2).
 


Afterwards you can assign one of the two roles (1) or (2) to the account using the checkboxes.
Please note that only one of the two roles can be assigned to a customer at a time.

Exactly which functions are available for a debtor or sales representative account is explained in the next section B2B Roles.

B2B Roles

Debtor

A debtor is the central administration account for a store customer to map his company organization. For this purpose, various employee accounts as well as individual budgets and quotas can be created.
You will find the exact configuration options in the article B2B-Suite - Customer account

Sales representative

Sales representatives are accounts for employees of the store operator to whom debtor accounts can be assigned in order to give employees direct access to the customers' store accounts.

  • Admin view
    An account marked as a field sales representative gets an additional tab in the customer configuration, where the assignment of the debtor accounts is done. It is necessary to enter the edit mode to be able to make the assignment.

  • Storefront view
    A sales representative will see an overview of the assigned customers in the storefront instead of the normal account.
      Using the person icon (1), the sales representative can log into the customer's account. This allows the sales representative to use the same functions as the customer. Orders that are placed by the sales representative through the customer account are marked accordingly.
    In the My Account area (2) the sales representative can change his personal details and password.

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