Easily manage your corporate customers’ details from this section. It contains resourceful links to create corporate customers’ private store, personalize it with their branding, set order approval process, and much more.
Creating corporate customer account
First, create the corporate account from ‘Add Corporate’. This automatically creates corporate admin panel and corporate storefront. From here onwards, your corporate customer can himself/herself add or edit details regarding departments, and employees authorized to access storefront.
You can also do the same from your admin panel. Simply follow below instruction:
If the corporate customer’s order workflow involves multiple departments, then add departments. Otherwise, you can directly move on to ‘Add Customers’ in the Action dropdown. Here customers refer to employees authorized to access corporate storefront. Each of these are covered in detail in the respective sections below.
Enlists all your corporate customers with their logo and quick details so you can tell at-a-glance the credit limit, credit remaining and whether department is enabled, as well as other settings related to particular Corporate. The name and email address displayed below the name of the corporate indicates the administrator (admin) of the corporate store.
To open the homepage of Corporate, just click on ‘URL’ link in the square bracket next to Corporate admin’s name of that particular Corporate.
By clicking on green tick or red cross you can instantly toggle the status as either of the following:
- Make it Active: The selected corporate customer’s admin panel and storefront is fully active and functional.
- Make it Inactive: The selected customer is restricted to access corporate admin and storefront. Making customer inactive will not run any delete functions.
Quick link to view brief summary of selected corporate, along-with some important links to orders, customers, etc. for easy navigation.
Quick link to modify existing details of your corporate customer at a later date. It also contains a direct link to the admin panel of that corporate customer. Default selection of billing/shipping address will only come in this screen if billing/shipping address is fixed .Your corporate customer can also edit the details from corporate admin panel.
Quick link to view details of employees that you have added from Website Customers or your corporate customer has added from their admin panel. You can carry out various actions from here such as view orders, templates and more.
Add: Create accounts of employees who are authorized to access the storefront. This step is similar to Add under Website Customers. This step can also be executed from the corporate admin panel.
Content Settings: You can adjust the settings for specific corporate client regarding CMS, Link, Sidebar and Banner. If you choose All for any of the options, then your storefront settings will show on corporate’s storefront as well.
However, if your retail storefront’s banners, links and others are different from the requirements of your corporate, you can change the setting to Only Corporate. This will display Sidebar, Banners, etc. which the corporate has created as per their requirements. At any point in time, your corporate customer can change the setting from their corporate admin panel.
You can also set Quick checkout option enable/disable.If quick checkout is set to yes than Checkout method will be express and Corporate landing page will be home page for users of that corporate.
Corporate Payment Options: You can set available payment methods for corporate.
- Selecting ‘Default’ means all active payment methods will be available to corporate users.
- Selecting ‘Custom’ means only payment methods selected from here will be available to corporate users.
Corporate Shipping Options: You can set available shipping methods for corporate.
- Selecting ‘Default’ means all active shipping methods will be available to corporate users.
- Selecting ‘Custom’ means only shipping methods selected from here will available to corporate users.
- Selecting ‘Free’ means only free shipping method will be available.
- Selecting ‘Fix’ means new shipping method added with price here will be available.
Follow the instructions there and click Import to create multiple customers’ My Account in one go. Ticking Send Notification and Add to Newsletter Subscriber will enable all the newly added customers to receive a registration email with their individual My Account credentials and subscribe for newsletters. Using the credentials he/she can login to update their account information, change password and place orders.
Access Roles ()
This section allows you to define access for corporate customers. Granting access to corporate customers primarily depends on whether or not Customer belongs to any of the departments in the Corporate :
Customer doesn’t belong to any of the department (or if department is disabled for the corporate): A corporate customer’s access rights and order checkout rights can be restricted completely (by disabling ‘Allow Access’). If the customer doesn’t need to be restricted completely, you can just restrict them from placing orders (by disabling ‘Allow Checkout’). Depending on the access rights for ‘View Orders/ Reports’, you can also restrict their access specifically for order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’).
Customer belongs to a particular department: Of course, a corporate customer will have access to the department they belong to. However, depending on the access rights for ‘View Orders/ Reports’, you can restrict their access to order checkout (by disabling ‘Allow Checkout’), order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’).
A corporate customer’s access rights and order checkout rights to the other departments in their company can be restricted as well (by disabling ‘Allow Access’ and ‘Allow Checkout’). Depending on the access rights for ‘View Orders/ Reports’, you can also restrict their access specifically for order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’)
Note: The option to ‘Allow Inventory’ will be enabled only if ‘View Orders/ Reports’ access is enabled. Corporate Customer can place or restrict Inventory request of already created orders based on ‘Allow Inventory’ access.
This section will allows you to manage shipping as well as billing addresses .You can restrict customer to enter their own address by fixing Shipping/billing address.Customer must use predefind shipping/billing addresses.You can toggle status of each address as Active or Inactive .Using Filter by Corporate dropdown on the top left, you can select the corporate for which you want to manage addresses.Your customer can also add/modify address detail from corporate admin panel.
Details: Displays office name , Address available to specific department(List of departments with comma seperated) or corporate , Address type either Shipping , Billing Or Both. ‘Both’ means this address will available to shipping and billing address common.
Address: Displays full address.
Status: By clicking on green tick or red cross you can instantly toggle the status as either of the following:
- Make it Active: Address will available to corporate customer.
- Make it Inactive : Address will not available to corporate customer.
Actions for Quick Management
Edit: Quick link to modify the details of the address. Upon clicking Submit, the changes will take immediate effect for that particular address of the corporate only.
Delete: This action will delete the address.
Add Address ()
Fill the details and click Submit to instantly create address. Below is details of important fields.
Note: After creating address you can set default address into edit corporate screen. Same like corporate can set default address for department into edit department screen.
Available to: Either you can setup this address to all users of that respective corporate or to any specific department.
Address Type: Having option to setup this address for common address or particular billing and shipping address
Office Name: Unique identity to identify address with office name . Can set office name language wise.In storefront customer can search address by offlice name also.
Import Address ()
To mass upload corporate customer address details, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:
Step 1 : Download Sample File
Once you download the sample file, you are required to enter details in the sequence of the tabs.
Note following points to avoid wrong or omitted product entries into the system:
- Do not delete or interchange any column in the sample excel file
- Do not change title of any column
- For clarification about any column title, look up in Step 2
- For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB
Step 2 : Fill Up Data & Help
Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.
Step 3 : Upload File
Simply upload the Excel file.
Step 4: Map Database Field
You can check tab-wise details which are correctly taken from the Excel file.
Step 5: Imported Data Summary
Click ‘Import’ and all the valid data will be imported into the system.
Enlists products which are assigned to Customer Type – Both (retail and corporate) at the time of Adding Product. Keeping your retail price as a base, you can set a percentage off for each product assigned to the corporate customer. For all products that are assigned to specific corporates only, you can even assign multiple products at once using the tick/untick button available at the column header.
Moreover, products for which Customer Type was selected as Corporate, you will see a link to Set Price and check box for whether to assign this product for the specific corporate customer.
After the corporate customer has paid their outstanding payment, you can credit back the difference amount from here and revive their pay on account limit. The changes will take immediate effect for that particular corporate only.
Example: Pay on account limit for a corporate is $1000 of which they have used $800. Now when they make the payment for it, they are eligible for reviving their credit limit back to $1000. From Account Details below, you can view the transaction records or avail them in an excel sheet by clicking on Export Account History.
Once you Add Corporate, the system will automatically take the same logo for the login page. If you need further personalization of the login page, you can do it from this option – add custom text, change background color, add image or a flash video in the background, and more. Corporate customer can also personalize the login page from their corporate admin panel.
By default, your corporate customer gets the same theme for their private store as your retail storefront (which is the Standard option). However, by choosing the Custom option you can customize your corporate’s storefront theme to match their branding. In the same way, your corporate customer can also make changes from their corporate admin panel.
Corporate Theme Configuration: On choosing custom option, you’ll see new options for brand colors and background customization. Click on help icon next to each brand color field to see where your chosen color will show on the storefront – header menu link, side menu box border, redirection button, etc.
Next, you have following three options for customizing Page Body Background:
- Default Background: Selecting this option will set the corporate’s private storefront background same as your retail storefront’s page background.
- Choose Color: To match the branding of your corporate customer, you can enter the hex color code of their brand color which will be set for their page background.
- Upload File: You can add background image that your corporate uses as a part of their branding, and create a personalized experience for your corporate customer.
After you select this option, you’ll be required to upload an image file. New options will appear to customize the display – just once (No Repeat), repeat the image across the page (Repeat Both), repeat image in one row only (Image Repeat-Horizontal) or repeat image in one column only (Image Repeat-Vertical).
Custom CSS: Admin can Over-write Default Theme CSS for particular corporate.
It allows you to setup inventory for products which are assigned to respective corporate. Further details on this are covered under Inventory section.
Store profile is a form that you can create using various form fields for your corporate customers on the basis of individual corporate or its departments. This form will be available for all customer belonging to selected corporate in their ‘My Account’ which they can fill. The data customer enters in this form shall be used for PDF Block personalization.
The section lists all existing form fields created for store profile along-with details like field title, field type (Option), default value, block name for which particular field is applicable for personalization. Below is the description of some important fields that appear while adding or editing store profile form fields or field groups.
Block Name: This will be the PDF Block name which will be linked to the given form field.
Type: You shall be able to various field types to store profile like textbox, radio button, dropdown, text area, upload file and date picker.
Field Group: This will become useful if you want to separate available form fields into different field blocks or groups, to make the user interface more systematic and meaningful.
Fields Listing: Use ‘Per Row Single Field’ if you want customers to see just one field in each row and ‘Per Row Two Fields’ if you want customer to see two fields in each row of the store profile form.
It allows you to auto-approve corporate orders based on various rules that you are able to define which can be department specific, user specific, product specific, or based on specific condition applied on order amount like equal to, greater or equal to, less or equal to.
You can raise the invoice of more than one order for your corporate customers. You can also change the status of the invoice from “Unpaid” to “Paid.”
There will be two Tabs “Raised Invoice” and “Paid invoice”. It will display the invoice number along with the order number on which invoice has been raised/created. Total of all the orders grouped in the invoice will be displayed.
To raise/add new invoice, click on “Add” Button (Top Right Corner). It will display the orders for which the invoice has not been raised. Select the orders on which you want to raise the invoice. Click on Generate to generate the Invoice Number and it will be created. If you want to change the status of the invoice from “Unpaid” to “Paid” then click on Edit icon and enter some notes and click on “Paid.” Now this invoice will be displayed in “Paid” tab along with all the details.
Your corporate client will also be able to check the status of the “Raised invoice” and “Paid invoice” from his admin panel.
Quick link to enter into the corporate admin panel and perform actions on their behalf (clear orders in approval, change CMS settings, etc.). Once you are finished, click Logout.
Fill in the details to quickly create a corporate storefront with admin panel. It is the first step towards managing corporate customers and a one-time process.
Note: After creating Corporate account, next you will need to add customers who are employees authorized to access corporate storefront and add departments and managers as required (Action dropdown has quick links to all these). Your corporate customer can also add/manage these details from their corporate admin panel.
Below is the description of important fields:
Tick this box to provide pay on account facility to this corporate customer. Following three options will appear:
- Pay on Limit: Enter the credit limit allotted to this corporate customer.
- Order Approval: By ticking this option, you are sending all the orders placed at the corporate storefront to corporate admin for his/her approval from corporate admin panel. Only after the corporate admin approves, the orders will show in your Orders module.
- Show Price to Customers: If your corporate customer decides not to show the product price on the storefront, tick No. Once you tick No, a new field – Alternative Price Text – will appear where you can add text which will replace pricing on the corporate storefront.
Ticking this box will enable Department module for the particular corporate customer. More on this under Departmentssection.
Tick this option if you want to restrict customer to use their own billing address at checkout time .
Tick this option if you want to restrict customer to use their shipping address at checkout time .
Tick the option, user will need to wait until admin grants login access on the storefront.
Corporate Markup Price
You can set corporate markup price in either of the two ways:
Select product from the dropdown list and you can view Markup Price for all the corporate customers to whom this product is assigned. You can assign separate markup (percentage reduction on the retail price) for each corporate customer based on the product selected, or else you can assign one markup percentage and Apply to All for corporate customers for whom that product is enabled.
When you tick Overwrite existing markup and save changes, no other retail price markup rule applies to them.