Sell to companies

Set up each company with its prices and credit in your admin. Its buyers then sign in to a trade portal on your store's address, at /portal.

Set up a company

1. Go to Customers › Companies and press New company.
2. Fill in Name and Code. Set a Credit limit and Payment terms (days) to let it order on account. With no limit, it has no account.
3. Set Approval over if larger orders need its approver, and tick Every order needs a purchase-order number if you want one.
4. On the company's page, add its buyers. They enter the portal through their invitation.

Its prices and range

• Products › Price lists: trade prices and quantity breaks for a customer group.
• Products › Catalogues: limits a company to certain categories and products. With none, it can buy your whole range.

Day to day

• Orders › Quotes: a buyer asks, you price each line and press Send quote. Accepting places the order at those prices.
• Orders › Receivables: orders on account, what is due and Overdue. Overdue counts against credit until paid.
• Orders › Approvals: for you to view. The company's own approvers decide on the portal.
• Customers › Leads: enquiries from the dealer form, sent to a dealer by territory.

Read more about B2B on ShopNx.