Offers as an Employee
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User Documentation (Alpha)
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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.
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 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.
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.
Navigate to your cart page. On the card page you have the option to convert your existing shopping cart into an offer.
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.
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.
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.
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 .
