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PRESENTED BY: 
Subhajit Goswami 
Sr. Manager 
Business Development 
InSync Solutions Ltd.
CONTACT 
PERSONS 
COMPANY SPECIFIC 
PRODUCT CATALOG 
CREDIT 
LIMIT 
ORDER 
APPROVAL 
FACILITY 
PURCHASE 
ORDER 
ATTACHMENT 
SALES 
REPS
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
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
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
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
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
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
$ 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 
APPSeCONNECT helps you integrate 
your ERP with eCommerce and 
Marketplace.
Integration provider 
for more than 4 years 
SAP Gold Level Software 
Solution and Technology Partner 
Developing Innovative and 
cost effective solutions for SMB’s 
www. insync.co. in 
Integrating more than 120 
eBusinesses across the globe. 
Helping eRetai l Businesses grow 
through our product : 
www.appseconnect . com 
MAGENTO 
PRESTASHOP 
SHOPIFY AMA ZON 
ZENCART EBAY
Indus Net Technologies is an innovative IT Service, managed 
Outsourcing & Internet strategy company, with unique 
combination of Creativity and Technology. 
http://www.indusnet.co.in
Visit our website for more 
http://www.insync.co.in 
Email us for your queries 
sales@insync.co.in 
Our Twitter ID 
@InSyncIndia 
+91 33 4004 3857 
+91 33 4004 5866 
+91 98300 35106

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B2B Features in Magento

  • 1.
  • 2. PRESENTED BY: Subhajit Goswami Sr. Manager Business Development InSync Solutions Ltd.
  • 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 APPSeCONNECT helps you integrate your ERP with eCommerce and Marketplace.
  • 11. Integration provider for more than 4 years SAP Gold Level Software Solution and Technology Partner Developing Innovative and cost effective solutions for SMB’s www. insync.co. in Integrating more than 120 eBusinesses across the globe. Helping eRetai l Businesses grow through our product : www.appseconnect . com MAGENTO PRESTASHOP SHOPIFY AMA ZON ZENCART EBAY
  • 12. Indus Net Technologies is an innovative IT Service, managed Outsourcing & Internet strategy company, with unique combination of Creativity and Technology. http://www.indusnet.co.in
  • 13. Visit our website for more http://www.insync.co.in Email us for your queries sales@insync.co.in Our Twitter ID @InSyncIndia +91 33 4004 3857 +91 33 4004 5866 +91 98300 35106