Offer Management
The B2Bsellers Offer Management add-on is designed to replace traditional, static ERP offer functions with a dynamic, interactive collaboration platform. By moving negotiations directly into the shop, you can reduce internal process costs by up to 50% while keeping sales teams and buyers perfectly aligned.
The Core Advantage: System Integration
Unlike ERP offers that require constant system switching, our module allows sales staff to edit, discount, and refine quotes directly on the platform.
Customer Proximity: Interact with buyers where they shop.
Dynamic Positions: Add headings, subtotals, optional items, or custom product-independent services.
Unified History: All quotes, revisions, and final orders are stored in one central location.
Two Paths to an Offer
Buyers can initiate an offer from their shopping cart in two distinct ways:
Instant PDF Download
Ideal for government agencies or companies requiring immediate documentation for internal approval.
How it works: The buyer selects their address and clicks "Create PDF offer."
Result: A PDF is generated and emailed instantly with a unique offer number.
Status: Set to "Open." No further negotiation by sales staff is required.
Interactive Offer Request
Designed for complex B2B negotiations where pricing or assortments need human intervention.
How it works: The buyer clicks "Request an offer." The request is automatically assigned to their designated Sales Representative.
Collaboration: If enabled, buyers can add comments to specific line items to explain their requirements.
Notification: All linked contact persons receive an email, but the primary representative manages the workflow.
The Sales Representative Platform
Once a request is received, the sales staff can fully customize the quote through a dedicated interface:
Item Adjustment: Add discounts, suggest optional "upsell" products, or include product-independent service charges.
Structure: Organize the offer with sub-headings and subtotals for better clarity.
Contextual Messaging: Add personalized introductory and closing texts.
Activity Tracking: A chronological log tracks when a buyer views, edits, or confirms the offer, providing invaluable "intent" data for follow-up calls.
Finalizing the Deal: The Buyer’s Action
When the sales rep sends the refined offer, the buyer receives a link leading directly to a commission pop-up.
One-Click Commissioning: The buyer can select optional items, and the final amount updates in real-time.
Instant Conversion: Clicking "Order with payment" converts the offer into a standard Shopware order.
Admin Configuration & ERP Integration
To ensure a smooth handoff to your ERP system, you can configure "Custom Article" handling:
Dummy Products: Define a "user-defined item" (e.g., a dummy SKU) to be used for any products in the offer that aren't in your standard shop assortment.
ERP Logic: This allows your ERP to flag these items during order import, signaling that they require manual logistics handling or special procurement.
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