Features

This document provides an overview of the current B2B featureset

Features

Contacts

One of the main functionalities of the B2B suite is the distinction between debtors and contacts. While debtors are legal entities (such as a company), contacts are individual persons, that work for a given company. In most cases contacts will create and manage orders for a debtor. Furthermore contacts are subject of the rights and roles system and will therefor have permissions for specific actions within a company.

This could be actions such as "perform an order without clearance" or "perform an order within certain quotas". Also the operations that a given contact can perform on e.g. addresses, contacts, orders and roles are subject of the rights and roles system.

Roles

Even though it is possible to grant a given contact various privileges individually, in most organisations those permissions will be handled in roles. The role management therefore allows you to create roles such as "buying department" or "management" and let you specify the permitted operations for that role.

For each entity you can (dis)allow privileges such as view, update, create, delete and assign. The affected entities (which addresses can be edited by the group) can also be assigned separately. So you could create a "management" role which is only allowed to modify certain shipping addresses - e.g. only for the company location in Munich.

Addresses

In bigger organisations you want to restrict the addresses, contacts can be used in the shop. The address management allows you to create shipping and billing addresses and assign those separetly to contacts and roles.

So you can assign roles different shipping and billing addresses depending on their location - e.g. contacts working in Munich may ship to Munich or to the headquarter in Berlin but the billing address always needs to be the headquarter in Berlin.

Quotas / Contingents

In most B2B cases customers want to limit the amount of orders that can be placed without a clearance process. The contingent management allow you to specify such rules:

Currently you can define the number of orders as well as the order amount per year / quarter / month / week and day. Also the catalog / categories, product prices and product ordernumber can be subject for such contingent rules. Generally a contact is allowed to order within his quotas without any clearance process. As soon as the quota is exceeded, the order clearance process will be triggered and another contact with sufficient contingent needs to clear the order.

Order overview / order clearance

The order overview shows both, orders created by the current contact as well as orders waiting for clearance by the current contact. Every order in here does have an order history, where contacts can change and comment each line item. During the clearance process, the order itself can be commented and either be accepted or rejected.

Statistics

Having many contacts an organisation will need mechanisms to monitor number and amounts of orders throughout the company. The statistics give an overview of all orders and allow the user to filter by criteria such as department, contact name, date etc.

Order lists

Order lists allow contacts to organize frequently ordered items into lists and share them within the organisation. This will make it easier and faster to order items such as "office supplies".

Order approval

Contacts are able to comment on a line item base and will have a full overview of all changes that happened to an order before it was placed:

Fast order

In many cases contacts want to be able to quickly place an order without having to navigate through multiple shop pages. For that reason we do not only allow to quickly create orders from listing pages: There is also a dedicated fast order form, where orders can be placed typing in names or order numbers of articles. Also CSV upload and Excel-files are supported.

Prices and stock information

Individual prices and stock information are very common in most B2B projects. The B2B suite includes general interfaces that will allow you to integrate your ERP or custom logic to overwrite price information in Shopware. This way individual prices and stock information can be implemented by only binding to a single interface of the B2B suite - your developers will not need to care about the specific details of the Shopware pricing system any more.

Reduced listing

In addition to the fast order page, we also provide an alternative layout for listing pages: Customers are able to browse listings with tables instead of the default product presentation: In those tables items can quickly be added to the shopping cart and added to orders or order lists.

Sales representatives

Sales representatives have a specific role within the B2B suite: They are able to login as certain contacts in order to prefill orders for them. This way they can sit together with their customers, discuss and present products and perhaps directly create orders from that discussion.

Dashboard

The B2B Suite also provides a dashboard, which grants all contacts quick access to all functionalities they are allowed to use. Furthermore the shop manager can select a shopping world which should be shown in the dashboard. This way, you are able to additionally promote certain products or just address your customers even more individually.

Features planned for the future

B2B requirements are manifold - so not every functionality required in projects will be available right from the start. Our current backlog includes:

  • Request for quotation (RFQ): Possibility to request discounts for certain orders
  • Customer specific catalogs
  • Own number ranges: Possibility to manage own article numbers which are associated to articles in the shop
  • Service articles: Rule sets for optional or required services depending on a given order
  • Workflow designer for the clearance process

Feedback

Feel free to provide us feedback regarding your project and its requirements. We are happy to learn from your experience and make the B2B suite a powerful tool for B2B commerce.