B2B (debtors and contacts)
Description
Highlights
About the Extension
Purpose of the plugin
Optimize your customer management in Shopware with our B2B debtors and contacts plugin, which allows you to define debtors and associated contacts. With automatic address inheritance of delivery and billing addresses from debtors to contacts, our plugin offers seamless and efficient management of your customer information.
Thanks to the compatibility with ACRIS plugins such as “Discount groups” and “Customer-specific prices”, customer-specific prices and discounts can also be automatically inherited from customers to contacts.
Furthermore, different UID numbers can be maintained individually for master data and addresses. You also have control over whether addresses are used as billing addresses, delivery addresses or both, or whether they should not be used.
The plugin also enables the precise management of billing and delivery addresses with the option to specify which contacts are allowed to manage them.
Application examples
- You want to define a customer for your customers where all addresses are stored and link contacts to them. The addresses should be automatically inherited from the customer to the contacts. This means that you only have to maintain the addresses for the customer.
- You want to be able to maintain UID numbers for different master data, e.g. individual UID numbers for delivery addresses and billing addresses.
- You want to enter a new customer in your system. With our plugin, you can not only create the debtor, but also easily add all relevant contacts to this customer, which enables efficient customer management.
- You are already using the ACRIS discount groups and customer-specific prices plugins. Our plugin offers seamless compatibility so that the defined discounts and prices are automatically transferred from the customer to the assigned contacts without any additional manual effort.
Using the plugin
After installing and activating the plugin, you will find the contacts address management in the admin area under Extensions > My extensions > Plugin B2B customers and contacts > ... > Configuration > Contact address management. Here you can define the sales channel, whether contacts can manage their own billing addresses and/or delivery addresses and where there should be UID numbers (master data and addresses).
These basic settings can also be made under Settings > Extensions > B2b reports/evaluations > Further settings. In addition, the reports/evaluations and time-controlled report tasks are available under Settings > Extensions > B2B reports/evaluations.
Under Customers > Overview > Select or create contact > General tab > B2B debtor / contacts section, an account can be defined as a debtor or, in the case of a contact, the appropriate debtor can be assigned. There is also the new ACRIS ERP customer number field in the Additional fields section.
Furthermore, in the Addresses > Edit address > Additional field “Make address available for contacts as” tab, you can define whether the address is a delivery address, billing address, both or whether the address should not be available.
Details
- Available: English, German
- Latest update: 12 November 2024
- Publication date: 19 September 2024
- Version: 3.2.5
- Category: B2B extensions
Resources
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About the Extension Partner
ACRIS E-Commerce GmbH
Partner Status
-
Shopware
Gold Partner -
Shopware
Premium Extension Partner
Details
- Ø-Rating: 4.9
- Partner since: 2015
- Extensions: 122
Support
- Based in: Austria
- Speaks: German, English
- Response time: Very quickly