Webinar: B2BMage - Enable Magento 2.X with B2B Features

21

Transcript of Webinar: B2BMage - Enable Magento 2.X with B2B Features

Page 1: Webinar: B2BMage - Enable Magento 2.X with B2B Features
Page 2: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Ecommerce is the trending

method of choice for B2B

customers today.

80% of all B2B buyers now expect the same experience as B2C buying.

Page 3: Webinar: B2BMage - Enable Magento 2.X with B2B Features

By end of 2017, B2C ecommerce sales worldwide would be

2.14 trillion

and B2B ecommerce sales would be

7.66 trillion

Difference in market value

258 %

2.14 Trillion

7.66 Trillion

0

1

2

3

4

5

6

7

8

9

B2C ecommerce sales B2B ecommerce sales

Page 4: Webinar: B2BMage - Enable Magento 2.X with B2B Features

• Find the right product or part

• Get the right price based on the negotiated contract

• Place an order without having to email or call sales or customer service?

• Get a quote on the go with agreed price levels

• Quickly re-order

5 most sought after B2B ecommerce features

Page 5: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Standard B2B Business Processes in eCommerce

• Customer registers for a B2B account with all

details of their organization

• After verification their account is create and

based on negotiation they are associated with a

customer level.

• Prices, Credit limits and Payment terms are

allocated

• Customer can create Quote and convert them

to order when required with PO number.

• Pay online or offline method based on credit limits.

• Order needs to get approved before getting fulfilled.

• Customer gets items delivered or picks up from

local/regional warehouse.

• Account balance/ Credit Limits get update on

payment clearance.

Page 6: Webinar: B2BMage - Enable Magento 2.X with B2B Features

A Smart extension to enable

B2B features in a Magento store

Page 7: Webinar: B2BMage - Enable Magento 2.X with B2B Features

B2B Features

• User Account Types

• Item Visibility

• Price Rules

• Prioritize Rule

• Order placement

• Order Approval

• Credit Limit

• Order Edit

• Quick Order

• Quote

Page 8: Webinar: B2BMage - Enable Magento 2.X with B2B Features

User Account Types and Permissions

B2C Accounts B2B Accounts Sales Rep Accounts

There can be multiple Contact Person

Accounts under one B2B Account.

Contact Person Accounts can login and place

orders for his organization. They can have:

Admin Privilege

Standard Privilege

They can stay associated

with multiple B2B Customer

Accounts.

They can login and place an

order for any of its

associated accounts.

Standard

capabilities of a

Magento Customer

Account.

Page 9: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Product Categories can be selectively made

visible to specific customer groups.

Item Visibility

Page 10: Webinar: B2BMage - Enable Magento 2.X with B2B Features

• Pricelist allocation to Customer

• Customer specific Tier price

• Customer specific Special price

• Customer specific Category discount

• Additional customer specific discount on Order

Price Rules

Page 11: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Set the priority of all types of price rules that can

be made applicable for a purchase.

Prioritize Rule

Page 12: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Orders can be placed by Contact Persons on behalf of his

organization (B2B Customer Account)

• Contact Person with Admin privilege can monitor all orders of

his organization and can add new Contact persons.

• Contact Persons with Standard privilege can only see orders

placed by themselves.

Order Placement

Page 13: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Approval cycle based on Order value.

• Order Value > 1000 USD – to be approved by Contact Person A

• Order Value > 6000 USD – to be approved by Contact Person B

Order Approval

Page 14: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Credit limit can be maintained and configured as a

Payment Method for placing orders by Contact Persons.

The Credit limit will be updated after an order

consumes a certain amount.

Credit Limit

Page 15: Webinar: B2BMage - Enable Magento 2.X with B2B Features

The Contact Person enabled with Approver Rights can Add,

Update and Remove products. Order can be edited without

cancelling the order or changing the order id.

Order Edit

Page 16: Webinar: B2BMage - Enable Magento 2.X with B2B Features

All Contact Persons have a Quick Order link in their account

dashboard. An item can be added by just typing three characters of a

product SKU and an amount can be allocated as well.

Quick Order

Page 17: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Contact Persons will be able to create a Quote based on

the prices allocated for the organization. The Quote can

be later converted to an Order.

Quote

Page 18: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Success Stories

Page 19: Webinar: B2BMage - Enable Magento 2.X with B2B Features

Manufacturer, distributor and marketer of sports

related apparels and accessories.

8000+B2B CUSTOMERS

Customer Success Story

RICHARDSON SPORTS

Page 20: Webinar: B2BMage - Enable Magento 2.X with B2B Features

B2B features in use :

• They needed an online portal with B2B capabilities catering to their resellers and sales representatives.

• Multiple pricelists for different dealer levels

• Dealer specific Catalogue

• Ordre Edit without cancelling the order

Customer Success Story

Page 21: Webinar: B2BMage - Enable Magento 2.X with B2B Features

www.insync.co.in