B2B-Suite - Administration

The B2B suite is available to you as an extension from the Shopware Evolve plan.

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 Shopware Evolve plan, the B2B Suite is available as an extension.
You can download and install the extension under Extension > My Extensions.
If you have logged in to the Shopware Account tab, the extension will be listed in the General tab and can be installed via the "..." button.
After the extension is installed, you can activate it using the button to the left of the extension.

You can find more information about extensions 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.