Most of us know that Magento supports B2C Business through its default features. But as we know B2B are also equally gaining pace in every organization to manage Distributor/Reseller Channel. Lets see what B2B Features can be incorporated within Magento to make it suitable for B2B Business, features like
Multiple User Login against a Customer Company
User Roles and Order Approval by Finance Manager of each Customer Company
Credit Limit against a Customer Company
Adding Purchase Order Copy while placing Orders
Sales Employee Login to manage Customer Organizations
Customer Organization Specific Product Catalog
And Many More...
3. CONTACT
PERSONS
COMPANY SPECIFIC
PRODUCT CATALOG
CREDIT
LIMIT
ORDER
APPROVAL
FACILITY
PURCHASE
ORDER
ATTACHMENT
SALES
REPS
4. Multiple Contact Person to be associated with a
Company
Contact Person use Company Billing and Shipping
Addresses while placing Orders
Orders Placed against Company Name
One Super User/Financial Manager will monitor all
Orders/Deliveries/Invoices
Contact Person see their Personal
Orders/Deliveries/Invoices Records
5. Company Specific Financial Managers, to monitor
other Contact Person Orders
Approval Levels on Order Value, ‘Pending Approval’
status until approved by Financial
Manager, example:
Order Value<10000 USD – Approval by X
Order Value>=10000 USD – Approval by Y
Transfer Approval to other Financial Manager,
example X can transfer an approval to Y
6. Set Customer Company Specific Credit Limit from
Admin Panel
Company Contact Persons can use Credit Limit
while placing orders
Credit Limit decrease with each usage Partial
Payment through Credit Limit and rest
through other Payment Mode allowed
7. Contact Person to attach Purchase Order PDF
copy while Checkout
Purchase Order no. set/not set as Mandatory Field
during checkout
Financial Managers to approve the Sales Order can
see Purchase Orders issued by their Organiza- tion’s
Purchase Department
8. Create Categories which can be assigned to one of
multiple Company Entities
Product Categories to remain hidden to other
companies and their contacts
Assign Products under Customer Specific Product
category to achieve Customer Specific Product
Catalog
9. Sales Reps act as Special Users of the Business
Manage multiple Company Accounts through their
own access
Add Contact Person under a company from their own
access and can place Orders on behalf of those
Contact Persons
10. $ 100
MILLION
TRANSACTION &
ORDER
SYNC PER YEAR
120 +
EBUSINESS
ES
120 +
eBUSINESSE
S
30 +
COUNTRIES
30 +
COUNTRIE
S
45 +
PARTNERS
45 +
PARTNER
S
$ 100 MILLION
TRANSACTION &
ORDER SYNC PER
YEAR
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13. Visit our website for more
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Email us for your queries
sales@insync.co.in
Our Twitter ID
@InSyncIndia
+91 33 4004 3857
+91 33 4004 5866
+91 98300 35106