Appendix (B2B Capabilities Deep Dive)

Transcription

1 Appendix (B2B Capabilities Deep Dive)

2 Fully Support B2B Corporate Accounts Accept new account requests online Create company accounts with multiple users Designate a Super User to manage a company account Associate a sales rep to each account Manage company info, credit, custom catalogs, price lists, and payment methods Merchant Admin: Companies summary view

3 Empower Customers with Self-Service Tools Add and remove company users Drag-and-drop users into a layered organizational structure Define roles and permissions View orders and quotes for direct reports View credit balances, company info, and assigned sales rep Buyer side: Roles and permissions

4 Extend Credit to Companies Enable or disable Payment on Account per website Choose how the payment method is displayed to buyers Control which countries are eligible to use the payment method Set minimum and maximum order amounts for credit purchases Admin Panel Payment Method Settings 2016 Magento, Inc. Page 4

5 Extend Credit to Companies Set credit limit and currency per account View and filter ledger of credit transactions for each company Display credit limit, balance, and available credit Optionally allow company to exceed credit limit Admin Panel Settings for single Company 2016 Magento, Inc. Page 5

6 Extend Credit to Companies Available credit is displayed at checkout for eligible buyers Optional field for purchase order number entry Purchase order can be used to track orders against buyer s internal systems Frontend checkout with Payment on Account 2016 Magento, Inc. Page 6

7 Extend Credit to Companies Check credit limit, balance, and available credit View a ledger of past credit transactions View Purchase Order data Track orders from buyers and adjustments by the merchant Frontend Credit Summary in Company User Account 2016 Magento, Inc. Page 7

8 Customize Catalogs and Price Lists for Customers Select products and categories to display Use filters and search to find specific products Settings will control frontend experience for companies with the assigned catalog: Search Site navigation Browsing Purchasing Admin Panel Shared Catalog Product Selection 2016 Magento, Inc. Page 8

9 Customize Catalogs and Price Lists for Customers Set prices for single products or multiple products at once Use fixed pricing or dynamic pricing to offer a percentage discount Apply pricing changes to a selection of products using filters Admin Panel Shared Catalog Pricing Settings 2016 Magento, Inc. Page 9

10 Customize Catalogs and Price Lists for Customers Shared Catalog operations are processed in the background Merchant users can continue to work on other tasks while catalogs are updated Users are notified when process is completed Status can be checked at any time in Bulk Actions Log Admin Panel Notification for Shared Catalog Save Admin Panel Notification Center 2016 Magento, Inc. Page 10

11 Order by SKU to Speed Up Purchases Search by SKU or product name Enter individual or multiple SKUs Upload CSV files for bulk entry Validate all SKUs against inventory and assigned catalog Preview images to verify SKUs Buyer side: Quick order page

12 Accelerate Ordering with Requisition Lists Create lists of frequently purchased products for easy restocking Set up multiple lists and assign them to specific buyers Easily add products to lists by: Entering product SKUs Copying previous orders Selecting Add to Requisition List from product and category pages Select products and quantities to add to cart Buyer side: Requisition list

13 Simplify Quoting with an Integrated Workflow Manage every step of the request for quote process with Magento Tailor the quoting experience to fit merchant needs Set rules for which orders and customers are eligible for quoting Configure templates for quote notifications Request Quote Negotiate Terms Lock quotes as they are being processed to prevent conflicting updates Order

14 Encourage Sales with Easy Quote Requests Initiate quotes from the cart or previous quotes/orders Add comments and documents Correspond with the merchant as needed to close the deal Track quote status as it is processed Buyer side: Request a quote button

15 Efficiently Process Quote Requests Set quote expiration dates Add comments and attachments Save drafts of proposals until they are ready to send Log all updates & communications in the quote history Merchant Admin: Quote detail view

16 Negotiate to Boost Your Bottom Line Optimize proposals with total cost data and tools to calculate discounts Negotiate both product and shipping prices Suggest additional SKUs or make substitutions to increase AOV Merchant admin: Quote detail view

17 Simple API Integration to Other Systems REST APIs for new features: Company Company Credit Shared Catalog Quotes Requisition Lists Tier Prices (also in core) APIs are designed to simplify and enable ERP integrations Same authentication and documentation as existing core M2 APIs: 2016 Magento, Inc. Page 17

18 Integrate with Any Backend System Extensive APIs Open, modern platform Off-the-shelf connectors ERP CRM PIM OMS WMS ESB

19 Increase Sales with a Consumer Buying Experience Mobile-ready, responsive site Powerful merchandising & promotions Robust content management Campaign staging & preview