PrestaShop B2B Company Account , Corporate Trade , Merge Users

Description

Business Value

Make your B2B experience as seamless as possible! Enable your corporate customers to interact with you like established brands while maintaining their corporate identity and that of their representatives. Let wholesale and retail clients customize their B2B experience by consolidating their global company accounts. Ensure teamwork among employees with clearly defined roles and permissions within a corporate account. Allow companies to leverage their employees' individual merits through a shared corporate wallet, credit and rewards balance, exclusive discounts, and more. Provide options for significant enhancements to optimize corporate procurement and improve negotiations. Adapt to the rising trend of consumerization in B2B by implementing familiar B2C functionalities in the module.

• Targeted B2B Market: Attract and serve business customers, allowing your e-commerce store to tap into the potentially lucrative B2B market.
• Increased Sales: Encourage bulk purchases and repeat orders from business clients, resulting in higher sales volumes.
• Custom Pricing: Set up tailored pricing structures for different business customers based on factors such as order quantity and customer loyalty.
• Streamlined Ordering: Simplify the ordering process for business customers to reduce cart abandonment and increase order completion rates.
• Improved Customer Loyalty: Offer a personalized experience that fosters loyalty among business clients, encouraging their return for future purchases.
• Enhanced Data Analytics: Gain valuable insights into B2B customer behavior and preferences, enabling better-targeted marketing and product offerings.
• Efficient Order Management: Facilitate easy order tracking, management, and processing, saving time and reducing administrative overhead.

Features

Convert Any Customer to a Company Account:

Like any regular customer, a company must first create an account on the website. They can reach out to the store admin either before or after registration to request a company account. The store admin can manually review each company's request to determine whether to approve their account registration. The familiar default registration process for companies ensures a seamless workflow.

Enable or Disable Company Account Functionality Anytime:

The store admin has the flexibility to switch any regular account to a company account at any time, as well as deactivate the company functionality for any account. Instead of accessing each account detail page individually, the store admin can mass-update the status from the customer grid. An email notification will be sent to the company admin upon the store admin's decision.

Create a B2B Multi-User Company Account:

Once the account is converted into a company account, the account admin can establish custom roles and assign them to staff members with the appropriate permissions.  

• Roles: Role names can reflect the titles or primary responsibilities of sub-users within the company. In B2B Commerce solutions, suggested roles include Default User, Senior Buyer, and Assistant Buyer.
• Permissions: Define the store information and resources that sub-users in each role can access.
• Sub-Users: Identified by their email, role, and permissions set by the store admin. Once added to the company account, sub-users will receive a confirmation email to set their own password.

Customer Benefits

• Personalized Pricing: Business customers can receive tailored pricing based on their negotiated terms, order volume, or contract agreements, ensuring they get the best value.
• Convenient Ordering: Streamlines the ordering process with features such as saved order templates, quick reordering, and bulk order capabilities, saving customers time and effort.
• Account Management: Offers tools for account management, including user access controls, multiple billing and shipping addresses, and order history tracking.
• Access to Product Catalog: Provides access to an extended product catalog or specific products that may not be available to regular consumers. 
• Credit Terms: Facilitates the establishment of credit terms, invoicing, and account payments, making it easier for businesses to manage their finances.
• Order Tracking: Allows business customers to easily track the status of their orders, shipments, and deliveries, keeping them informed and confident in their purchases.
• Efficient Reordering: Simplifies quick reordering of frequently purchased items, minimizing the time and effort needed for procurement.
• Budget Control: Supplies tools for setting spending limits and budget controls, helping businesses effectively manage their expenses.

Installation

The Company Account module offers a straightforward and efficient workflow for creating a purchasing team:

• Step 1: The company admin or manager creates a standard account on the website and contacts the store admin via email or phone to request the setup of a company account.  
• Step 2: The company admin (now referred to as the account admin or company admin) can create custom roles and assign them to various members of the company, who will then become sub-users.  
• Step 3: Sub-users can log into the company account using their own email addresses and passwords.  
• Step 4: Users within the company account, assigned different access levels and permissions, can participate in the purchasing process while the account admin monitors all their actions.