Empowering Buyers With Self-service Account Management Tools

Make B2B commerce easier to operate with self-service tools. Conferring self-service capabilities effectively allows them to track orders, quotes, and credit. You can even set buyer roles and permissions online rather than following up on a tedious phoning or faxing process.

Enable Customers to Manage Company Accounts, Buyers, & Approval Thresholds

Your B2B customers no longer want to deal with streams of invoices, paperwork, and emails. With self-service tools, Magento provides them a one-stop-shop where they can seamlessly view, buy, and manage products and services.

Handy Status-checks of All Quotes and Orders

Strengthen your competitive position by letting your customers request quotes for unlimited product quantity. You can further allow them to create quotes in one click from product or category pages and manage all requests on a quotations grid.

Offer Easy Online Returns Processing

Raise the bar of your customer service by offering quick and easy online returns. Set-up an intuitive and step-by-step front-end interface for customers to create return requests and monitor the requests’ progress on the Return Request page.

Create A Central Access Point To Resources & Support

From managing resources to accomplishing seamless support, ensure you handle everything from a central access point. Create company accounts with multiple buyers and permissions to provide online approvals thresholds and workflow. Also, make informed business management decisions with the order, quote, invoice tracking, and many such distinct B2B functionalities.

Easy Management of Accounts with Multiple Buyers and Permissions

  • Decide Admin and sub-account roles
  • Set Maximum Order amount
  • Create/Edit Sub-account Permissions
  • Cart Approval Process
  • Organized Management

Online Approvals Thresholds & Workflow

  • Customizable Approval Rules
  • Built-in Notifications to Speed Up The Process
  • Manage Order Approvals at The Backend
  • Put Custom Order Status
  • Customized Message at Checkout For Customer
  • Generate CSV/Excel For Pending Orders

Order, Quote, & Invoice Tracking

  • Create Purchase Orders (As Per Company Norms)
  • Filter, Track, View, & Resubmit Orders
  • Branded Tracking Pages
  • Quote Requesting From Cart
  • Detailed Quote Tracking
  • Rapid Reordering

Online RMA Processing

  • Simple And Speedy Return Requests
  • Email Alerts About Return Status
  • Systematically Manage RMA
  • Automatic Approving Return Requests
  • View All Returns Raised in a Single Request Grid

Credit Balance & Available Credit Management

  • Allow Store Credit to Pay For Purchases
  • View Current Outstanding Balance
  • Allocate Credit Limit
  • Get Details of Outstanding Invoices
  • View Detailed Credit Allocation History