Offers as an Employee

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.

Example of "my offers"

• 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.

  

  Offer detail via magnifier icon
• 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.

Offer detail via green cart button

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.

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

Example of default email

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.

Optional Items in an offer

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

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

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.

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

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

Option 3: Download PDF offer button

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

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

Example of accepted offer

See also

Offer Addon - Admin SettingsOffer Function for Sales Agents