The B2B, or Business-to-Business, extension of Kibo eCommerce allows sales to be made to organizations separately from the single-consumer checkout experience. B2B allows you to manage the accounts of buyers across your company, in which multiple users are able to log into a shared B2B account to access their pricing and purchasing options.
The B2B account functionality supports these multiple users with different roles and levels of authority, negotiated pricing through pricelists, larger orders, credit balances on accounts (Purchase Orders), and other features. Additionally, customer service representatives are able to search for orders and returns based on B2B account IDs, allowing them to easily locate B2B orders.
To create a B2B account, contact a Kibo Customer Service Representative.
For information about the B2B APIs, see the API reference documentation.
Multiple Customer Accounts
B2B accounts can have multiple customers, or user logins, associated to them. When a user is added or created, they are created as a Customer account with its own user provisioning and secure information (as even Account Owners cannot see other user's passwords). The association of these users to a shared B2B Account can be configured from both the admin and the storefront interfaces. Users are able to act on behalf of the account, depending on their permission level.
There are three types of roles that a B2B user can be assigned as – an administrator, a purchaser, and a non-purchaser. These permissions are currently not customizable.
- The Administrative User has all edit, update, and add rights to manage the B2B account. They can manage user accounts and assign roles to users, manage custom account attributes, manage the saved payment information and set default payment options, manage all lists of products, view the transaction history of the purchasers and accounts, as well as create orders themselves.
- The Purchaser has limited permissions allowing them to submit B2B orders and manage lists as well as their own account information like shipping information, but they cannot access other users’ transaction histories or balances.
- The Non-Purchaser has further limited permissions, keeping more information secure and only enabling them to manage lists and view orders for their own account. The Add to Cart and Order Submit buttons are not available on the checkout page, as they cannot make purchases.
Custom attributes allow different settings or display options to be configured for individual accounts within the B2B parent account. This is editable in a grid where you can create attributes. For instance, create a custom attribute for a logo and set a different logo for a B2B account than the merchant account so that the new logo is displayed when they log in to their account. Customer service representatives can also search for custom attributes to narrow down their query results when serving B2B clients.
These custom attributes can be managed by an admin, similar to existing user attributes. A B2B account can have both custom account attributes and user attributes.
Pricing and Purchasing
In eCommerce, specific pricelists are usually configured through customer segments. Similar functionality is supported for B2B accounts, allowing a pricelist to be created and then assigned to a B2B account to enable those particular prices while placing orders. When a customer is logged into a B2B Account, pricing will reflect the appropriate pricelist for their account.
The payment options that are available to the customer are based on the B2B account, including shipping and billing address defaults and saved credit cards. The Purchase Order payment method may be available based on the B2B account settings and user role, which may allow the user to set their own primary shipping address for purchasing as stated under Permissions.
Merchants can assign these pricelists to a B2B account to provide them the advantage associated with a standard customer segment. Only one pricelist can currently be assigned to a B2B account at a time. Once the pricelist is assigned, then it will apply to the B2B account’s orders. If both a pricelist and a customer segment are assigned to a B2B account, then the pricelist is given first priority. If a B2B pricelist is not assigned, then eCommerce will fall back on the existing customer segment.
How to Use a B2B Account
To get started with B2B account management once the initial Admin account has been enabled:
Click B2B Accounts, under the B2B section of eCommerce Admin.
Select a B2B account from the list by either clicking the entry or clicking Edit from the drop-down menu on the right.
The Edit page displays all of the account information, including lifetime order value, defaults, user options, etc.Note: The pricelist and segmentation for the B2B account are selected under General account information. Pricelists themselves can be created and edited under the eCommerce Catalog settings, and segments can be managed under the eCommerce Customer settings.
Administrators can view all other users on the B2B account, both enabled and disabled, in a single user list.
An Admin can create a new user with any of the three permission options.Note: Even an Administrator cannot add a user with the same email to two different accounts, as emails are used as an unique ID.
To add a new user:
- Click Create User in the top right of the Users section.
- Fill out the required values of first name, last name, and email.
- Select a permission level.
- Click Save.
To view and edit an existing user's information, select their name in the user list or click View Customer Account from the drop-down menu on the right.
- Select their name in the user list or click View Customer Account from the drop-down menu on the right.
- Enable/disable their account by clicking the icon by their name.
- View their lifetime order value and statistics in the top right.
- View their preferred contact and payment information, order history, audits, etc. in the appropriate section of the page.
Saved addresses can be found after the Users section of the B2B account view. These are all of the available addresses that purchasers can use to order products from, and may be associated with particular users.
To create an additional address, click Add New Address on the right and fill out the form. The same form is used for editing existing addresses, as shown below.
Clicking Validate Address will analyze the address details and provide you with an automatically edited version that may be selected for use. This validation may capitalize words, expand the zip code, or otherwise standardize the formatting.
Lists are products that users of the B2B account may want to order. You can create lists on the customer account-level and the wider B2B account-level, which will expose the list to all B2B users (including non-purchasers).
The list can be created from My Account, and items are then found through the search and added with the selected quantities. Pricing is applied to the items based on the pricelist of the B2B account, if applicable (this will always be the current pricing, as price locks are not supported). However, discount shipping taxes will not be available on the list. The list can then be named and saved.
These lists can also be copied, so that the user does not have to recreate a list if they need to make another version of it. Copying a list will copy all products included within it, and products can then be added or removed without affecting the original list. The item quantities can also be edited on this copied list.
A list can be converted into an order to easily fill the cart with all of the desired items. If an item on your list is unavailable when the list is converted, then the user’s cart will fill with all available products and then display a message informing the user of the unavailable product(s).
The order history maintains a record of all orders placed on the account by purchasers.
Click the order entry or View Order in the drop-down menu on the right to see more details about an order. Note that the order item details state whether an item belongs to a special pricelist for the B2B account. These same notes are provided to the purchaser when initially checking out.
When viewing a previous order, a user with purchasing permissions can choose to reorder the products again. This will create a new order case and fill the cart with the same products and quantities as the previous order. If one of the items is unavailable, then the user’s cart will fill with all available products and then display a message informing the user of the unavailable product(s).
When logged in an admin or purchaser user for a B2B account, the storefront provides the ability to initiate a "Quick Order" from the top right. A Quick Order link can also be found in the sidebar of the My Account page.
In order for this feature to be implemented on the storefront, you will need to ensure that you have this core theme update.
Clicking this presents you with a form that allows you to immediately add items to the order. This is useful when you know their name or product code and do not need to browse or search for the product page in order to select them. From this form, you can also save your selected items to a new product list, storing them for future reference.
When you have entered products into the Quick Order, you can do one of the following:
- Click Clear Items. This will remove all products from the Quick Order. Save As List, and Add to Cart.
- Click Save As List. This will save all of the items to a new list (see the Product List section above), and redirect you to the list editor. From the editor, you can edit the list's name and continue to modify the list - including adding more items.
- Click Add Items to Cart. This will add all of the items in the selected quantities to the cart if they are in stock. If an item requires configuration, then a dialogue box will appear and allow you to choose the product options you want before going to the cart. Then, you will be redirected to the Cart page to complete your order placement.