B2Bsellers Suite
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User Documentation (Alpha)
User Documentation (Alpha)
  • B2Bsellers Suite User Documentation (Alpha)
  • Changes Made to Customers - What Are Companies, Employees and Sales Representatives
  • Admin Settings Configuration
    • Core Settings
    • Setting up Express Checkout
    • How to add „Menü Item“ on B2BPlattform
    • How can I disable the whole plugin for each saleschannel?
    • Offer Addon - Admin Settings
    • Customer specific prices
    • Spare Parts Shop
    • Subscription Article
    • Copper and brass product surcharges
    • Rating groups
    • B2B Platform Theme
    • Bonus program
    • URL Authentication
    • Product Request - Configuration
    • Customer-specific assortments
    • Customer Specific Product Numbers
    • Translation of B2Bsellers-Specific Features
    • Single Sign On Configuration
  • FAQ
    • B2B Rules
    • Order Lists - Admin Configuration
    • Discount Rate
  • Using B2Bsellers functionality as a Customer
    • Navigating the Customer Portal
    • Cost centers
    • Employee budgets
    • Managing Employees
    • Displaying Company Responsibilities with Roles
    • Order Lists as an Employee
  • Offers as an Employee
  • Product Quicksearch
  • User Sessions
  • Using B2Bsellers functionality as a Sales Representative
    • Navigating the Sales Representative Portal
    • Offer Function for Sales Agents
    • Mobile sales portal (app)
    • Event-Manager
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On this page
  • Working with received offers
  • Optional Items in an offer
  • Requesting an offer from an existing cart
  • Shopping Cart
  • Option 3: Request offer button on PDP
  • Actions for Accepted Offers
  • See also

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Offers as an Employee

Last updated 1 month ago

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If enabled, as a customer, you can receive offers from sales representatives, and create new offer requests from your shopping cart.

Working with received offers

Under Orders > Offer (/b2b_platform/offer), you can find a list of all the offers you have received or have requested from the sales representatives.

If you follow this link while logged out from your account, log in and follow the link again to open the exact offer request.

Optional Items in an offer

If the offer includes optional items, you will be able to select which ones you would like to purchase upon opening the modal.

All optional items can be toggled to be included, and are marked by the "X" icon on the right.

All non optional items will have the toggle option disabled.

Once you include an optional item, we total amount will be updated automatically to include the optional items selected.

Requesting an offer from an existing cart

There are three ways to initiate a offer request. One can be done on the PDP, and the other ones are available from the shopping cart.

The payment method used for requested offers is determined by the default settings used in the shopping cart, which can be configured under "Payment Methods" in the B2B Platform (/b2b_platform/payment-methods).

Shopping Cart

Navigate to your cart page. On the card page you have the option to convert your existing shopping cart into an offer.

Option 1: Request offer button

A modal will appear where you can enter specific data to help the sales representative to understand what your request is about and to better categorize it.

You can also select which sales representative should be receiving the offer request as assigned editor.

By default it will be listed as requested by customer.

Option 2: Download PDF offer button

If for organizational reasons you need a PDF for your supervisor to approve something, you can also turn the existing card into a PDF offer.

This way you are able to generate a PDF right away, have an open offer for reference later, and have the sales representative be able to process the request later with you together if needed.

You can at any point just purchase the offer you created, not requiring assistance from a sales representative at all.

By default it will be listed as "open" under all offers.

If you follow the link provided after generating the PDF offer, note the order number and close the modal in order to locate it in the table.

Option 3: Request offer button on PDP

On each PDP you can click on Request Offer and either create a new offer request or append the product to an existing open offer request.

If you choose to create a new offer request, you can select the contact person and fill the form with all information that the sales representative should be receiving.

Some options/fields may not be available on your shop if not enabled by the shop owner.

Actions for Accepted Offers

See also

Offer Addon - Admin SettingsOffer Function for Sales Agents

With the magnifier icon, you can open a modal that allows you to verify the details of the offered order. If everything looks okay as is, you can click "Order with payment obligation" inside the modal to trigger an order.

With the blue button, you can download a PDF with all order details

With the green cart button, you can verify the offer details and order with payment obligation if everything is correct.

The same dialogue you get for clicking the green cart button will be opened if you arrive from the email link sent to you by a sales representative.

In order to download the PDF, go to the offer overview, locate your offer and click the download button .

Accepted offers can still be viewed via magnifier icon , or have a PDF downloaded via the blue button .

Example of "my offers"
Offer detail via magnifier icon
Offer detail via green cart button
Example of default email
Optional Items in an offer
Option 1: Request offer button
Option 2: Download PDF offer button
Option 3: Download PDF offer button
Example of accepted offer