B2B Optimization Suite

The B2B online retail market is expected to reach over a trillion dollars in next three years, according to Internet Retailer. Enabling B2B capabilities does not have to be an expensive and bloated project for your business. Your pen-and-paper B2B clients can convert to digital using the B2B Optimization suite for Magento 2. 

 
 

Sub-Accounts

Creation of business/wholesale sub-accounts allows clients to master permissions for their team. Enable or disable access to quote requests, set purchase amount caps, and place orders from approved RFQs. The front-end seamlessly integrates into the branding and styling of your website site with minimal front-end development.

Enabling business buyers to empower their internal teams cuts down on back-and-forth communication on non-secure channels. Additionally, this module eliminates all confusion about quote acceptance and modification by providing an electronic record of all changes, and by whom they were made. When any team member can purchase or request quotes, it frees up time for most senior employees to simply accept their work - the purchase can then be made directly from the approved quote the sub account user made.

 

FEATURES

• Set selected customer accounts as master accounts.

• Ability for master accounts to create sub accounts.

• Set a purchase cap on sub accounts.


Request for Quote

The B2B Request for Quote module builds upon and optimizes the Magento features for business-to-business sales. Creation of above sub-accounts allows clients to master permissions for their team to enable or disable access to quote requests, set purchase amount caps, and place orders from approved RFQs. Clients can request pricing quotes, and admins can approve, decline or modify the request in the customer-facing account menu.

Customers will be able to send a quote for an item or multiple items. The administrator(s) can then approve or alter the quote, and the system will auto-notify a customer via email. The customer can then send back another quote for approval, or order directly from their approved quote.

FEATURES

  • Ability to set, change or remove an order cap on any account by a store administration.

  • Enable Request for Quote function for certain or all customers.

  • Enable Request for Quote on certain or all products.

  • Front-end order placement directly from approved Request for Quote.

A look inside...

 
Request for Quote Form 

Request for Quote Form 

 

B2B Optimization Suite Main Control Panel 

B2B Optimization Suite Main Control Panel