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B2B Functionality in Order Management

My Account contains a number of features especially for B2B eCommerce.

Returns (RMA Module)​

If you use our RMA (Return Merchandise Authorization) module, customers as well as internal users can create and send return requests from the webshop to your ERP system. The review and processing of a return takes place in your ERP system; any updates are communicated back to the webshop and are visible in My Account.

You can set the following parameters at shop level:

  • The number of days a product can be returned
  • The RMA sequence format
  • An ordered list of pre-defined reasons the customer can choose to return an item (broken, the wrong size, etc.)
  • Authorization rules for managing RMAs
  • Permission to view other users' RMAs
  • Which products can be returned (all or only delivered products).

To create a new RMA request, users can search for products, invoices, packing slips, and order numbers to select products. Once a request is created, it is sent to the ERP system for further authorization. Customers receive a confirmation email confirmation with all the details.

You can also allow users to add one or more pictures to their return request after receiving damaged goods.

Order Templates​

My Account contains an overview of all your order templates. From here, you can create a new order template or make changes to an existing order template. Order templates also include your most ordered items.

Quotations​

If your customers can request a quote (see: Quotations Module) from your webshop, these requests are stored under My Account. Open a quote to see the current status and communication history from start to finish.

Purchase Contracts​

If purchase contracts are available for a customer, a My Contracts section will appear under My Account. The overview displays a list of all active contracts and associated products with a link to the product page.

Superuser​

Superusers can manage users and related information associated with their organization. The following functionality is available under My Account:

  • Create / Edit users
  • Create / Edit catalogs
  • Create / Edit budgets
  • Authenticate users for customers
  • Handle supervisors for authorization workflow of orders
  • Activate or deactivate users.

Authorizations​

My Account provides an overview of all orders that need to be approved by a Supervisor before they can be processed.

An overview of orders that require authorization before they can be placed can be found on the My Account dashboard for review and approval.

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