Use Case: Magento 2 Company Accounts Integration
Categorized as : Magento 2 Extensions
Challenge:
“As a B2B merchant, my objective is to enhance engagement with corporate clients, recognizing that their purchasing behavior often involves larger quantities and unique requirements. To cater to their distinct needs, I am actively seeking a solution that optimizes our workflow for managing their requests. This involves providing quotes and credit options to align with their buying preferences.”
Solution
Steps
Extension: Company Accounts for Magento 2
1. Enable company accounts for corporate customers.
2. The Admin of the company account adds more users, assigns roles and demarcates responsibilities.
Extensions: Company Accounts for Magento 2 + B2B Cart to Quote for Magento 2
3. Users of the company account arrange and negotiate requests for quotes.
Extensions: Company Accounts for Magento 2 + B2B Cart to Quote for Magento 2 + B2B Company Credit for Magento 2
4. The Merchant specifies the amount of the credit available to the company account.
5. Users pay for the negotiated quotes on credit terms.
By enhancing your Company Accounts module with B2B Cart to Quote and B2B Company Credit you ensure that:
- Shared credit balance: means shared responsibility of company account users;
- Collective participation in negotiations: means collective contribution to the company;
- More B2B eCommerce functionality for your partner-company: means more loyal customers for you.
Enable customers to create corporate accounts with multiple members of various roles and permissions.
- Parent-child hierarchy for company accounts
- Roles and permissions for child accounts
- Configurable Default Role of company members
- Visibility of orders, quotes, and reward points within the company
- Shared company wallet, credit balance, requisition lists, and more
- Changeable status of child-customers
Negotiate quotations with customers you trust and reach win-to-win deals.
- Creating requests for quotes either on the back- or front-end
- Multiple products per quote
- Quote List like a Shopping Cart
- Alternating cession of control over a quote
- Discount as a %, decrement, or new total of the quotation bundle
- Auto-approval of quotes
Encourage sales by offering credit to the customers you trust.
- Specifying credit limits for customers and groups of customers
- Credit as payment method on front- and backend
- Managing overdue credit payments
- Currency is converted hassle-free
- Setting automatic email notifications on credit operations
