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Monthly Archives: November 2020

Magento 2 B2B Order Approval: a customizable workflow for company purchase orders

- Magento 2, Magento tips & tricks

When it comes to company orders, you as a merchant should consider too many details regarding the matter. From comprehensible workflows to satisfying user experience — all the nuances from both the admin and company user sides. The order approval functionality supported by the purchase order payment has been developed to increase the quality of store services. At the same, order approval rules give clients additional control over each order placement and company credit.

In this post, we are going to take a closer look at the latest Magento 2 B2B enhancement.

Starting with a purchase order

Purchase order, or PO, is a type of quote that allows companies to make authorized purchases and brings extra credibility points to seller-buyer relationships. PO is a form of direct and clear communication between a customer and a merchant that:

  • Gives clients an opportunity to control the service quality (materials, price, quantity, shipping, etc.);
  • Helps store owners manage stock according to the current order and stay protected in case of order cancellation.

Purchase order is also used as a payment method within Magento 2 Commerce/Cloud to improve the checkout experience for orders that have been issued in advance. 

Today the purchase order feature is actively used in B2B sphere. Implementing purchase orders into the Magento 2 platform is the answer to high user demand and another step in improving B2B management and shopping experience for both buyer and seller sides.

Enabling purchase order

Along with the ability to monitor order processing, purchase orders give company admins control over company buyers’ actions. As order approval serves the same purpose, the feature is tightly connected with purchase orders. So PO must be enabled in a store to allow for the order approval functionality to be available for commercial clients. 

To activate purchase orders for the order approval functionality, go to Stores > B2B Features > Order Approval Configuration at your store backend. 

For the purchase order as a payment method configuration follow the official Magento guide.

Once you have enabled the feature at a company level, make sure to do the same with the corresponding setting inside each company profile that you want to allow this type of order. Follow Customers > Companies > Select a company for editing > Edit at the Admin Sidebar to mark a company eligible to make purchase orders. Within the company page at the backend find the Advanced Settings section and then enable purchase orders.

These are the actions required from you as a store admin to provide clients with the ability to customize order workflow via approvals. The rest of the functionality logic shines upon user interaction from the frontend.

Exploring order approvals 

Magento 2 order approval rules enhance the standard workflow and engage clients in order administration. By applying the approval to purchase orders, company admins and all company users with specified permission in their role can control purchases made by the account. 

The greatest benefit of the new Magento 2 Commerce/Cloud feature is that using the approval system companies can execute their inside policy successfully and manage expenses without any additional risks.

In terms of workflow, order approval rules bring new steps to the order processing routine. 

  1. Based on the selected rule conditions, each purchase order undergoes automatic verification before being submitted. 
  2. After a purchase order is reviewed all the company users with the roles of approvers get a corresponding email notification.
  3. Approvers decide whether to approve, decline, validate, or cancel the order if the PO falls under the specified approval rules. Upon approval, they submit the actual order.

Company admins can set approval rules of three types related to Order Total, Shipping Cost, and Number of SKUs. Customization of the rules relates to familiar Magento 2 conditions: more than, more or equals, less than, less or equals. Mixing rules and conditions one can get up to six variations and logic patterns. 

Each order approval rule is created exclusively by commercial buyers from their accounts in the frontend. Thus, you as a merchant can provide unique service and reduce your own involvement in order processing.

Approval rule generation

Order approval rule generation is available upon logging in with a company account for admins or upon logging by users with a particular role and level of permission to manage the rules.

The corresponding tab appears in the account sidebar under the ‘Approval Rules’ title. Company users can create multiple approval rules for a single company, edit, and delete them.

Each approval rule requires specifying the name, role application, rule type, condition settings, and approver role. One can enable or disable the rule anytime as well as give the rule a short description or move on managing the rule without any notes.

The rule manager has to decide which of the existing company roles are applicable for order approval rules. ‘All roles’ or  ‘Specific Roles’ (with the select option) are available for order approval rules within Magento 2.

The ‘Rule Type’ setting determines the approach which the functionality logic will use for a purchase order — based on the number of SKUs in the cart, order value, or shipping cost amount. The number of SKUs condition requires specifying the number, the other two rule types include inserting the service or product cost in a currency supported in your store.

In the ‘Require Approval From’ section, a company user can select company roles that will be responsible for managing each purchase order approval.

And that all needed from your clients to configure the order approval workflow in Magento 2. Just a few clicks and a prepared policy regarding company purchases will allow any client to arrange an automatic routine for purchase order management with minimum involvement required.

Magento 2 order approval rule import/export

Import and export of order approval rules are still a novelty in the market. However, FireBear has made them an upcoming feature of the Magento 2 Improved Import and Export extension to keep providing the best Magento 2 B2B management services to users across the globe. The ability to transfers order approval rules will be another powerful functionality within the module’s kit, so make sure to explore Improved Import and Export by the link below:

Get Improved Import & Export Extension for Magento 2

Firebear SAP Business One Shopify Integration App

- E-Commerce, Our extensions, Shopify

Shopify SAP Business One Integration App

Men do not live by Magento alone. Therefore, we expand our influence to other ecommerce platforms and, this time, want to introduce you to the Firebear SAP Business One Shopify Integration App. This tool is developed to connect your Shopify website to SAP Business One ERP, synchronizing data between the two systems. The interconnection is based on the Integration Framework for SAP B1 and includes many features that simplify and automate the way you sync Shopify with SAP Business One. Below, we shed light on the project as well as share access to its early version. Continue Reading

Integration Framework for SAP Business One (Guide for Magento Merchants & Users From Beyond The Platform)

- E-Commerce, Magento 2

sap business one integration framework

In the modern, fast-paced business life, it is often impossible to withstand an assault of rivals with a single e-commerce store only. The game’s latest rules force merchants to elaborate their business models and connect numerous services to their online and offline businesses, integrating everything within a stable, robust environment. The subject of integration plays an increasingly important role, providing the ability to solve complex tasks associated with particular business cases. Thus, an average integration strategy, or its lack, affects many areas of a company from enterprise resource planning to business cooperation, from accounting to the connection of employees all over the globe. Assembling different business units into a single, well-synchronized mechanism becomes an essential aspect of the way things are done in modern entrepreneurship. However, choosing components that best enhance your company processes is not the most complicated challenge you will face on your way to a successful e-commerce business. The more critical part of this approach is associated with an integrator itself. So, let’s explore the B1if or Integration Framework for SAP Business One – the SAP Business One Integration Hub’s foundation. This tool turns SAP B1 into a central cockpit where numerous integrations are controlled. Of course, we will also point you to a reliable alternative solution that implements a similar idea on top of Magento 2.  Continue Reading

Magento 2 FAQ Extensions

- E-Commerce, Magento 2

Magento 2 FAQ Modules

We’ve already described the most reliable Magento 2 help desk extensions, and today it’s time to pay separate attention to Magento 2 FAQ modules. Usually, both solutions are combined to provide a seamless customer experience, but the FAQ section may also be used as a more obvious replacement for the help desk center. Below, you will discover the best Magento 2 FAQ extensions that suit best for these goals.
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Aheadworks FAQ Magento 2 Extension

- E-Commerce, Magento 2

AheadWorks FAQ Magento 2 Extension Review; AheadWorks FAQ Magento 2 Module Overview

With the help of this Magento 2 module, you will be able to add a section with frequently asked questions (the FAQ section) to your ecommerce store. The extension provides user-friendly navigation, various categories for questions, a rating system, SEO-friendly features, and detailed stats in the admin section. Sounds intriguing, so let’s dive deep into the module’s functionality.
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Magento 2 Custom Order Number by Mageplaza

- E-Commerce, Magento 2

Typically, with any online store, store owners may have various difficulties when managing the order system. Especially if you are using Magento 2 store platform, the order increment ID begins to run from 000000001 by a-9 digit number, which causes the ineffective management of stock.

Thus, you will want to change this number structure for the order number and other sales documents. Magento 2 itself cannot help you achieve it; you will need to have a tool that allows you.

Mageplaza Customer Order Number module is exactly what store admins need. This plugin helps facilitate the order ID system and improve sales management consequently.

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Magento 2 Store Locator Extension by Mageplaza

- E-Commerce, Magento 2

With many people, physical distance is one of the most significant barriers preventing them from making a purchase. Therefore, it is essential for the e-commerce stores to find a way for customers to quickly localize the nearest location and direct them to the accurate address.

Mageplaza Store Locator extension can help online stores to solve this issue. It is a combination development of Google Maps and GPS, which allows people to approach any corner of the world. As a result, customers can figure out the store location in a blink of an eye and quicken their purchases. Continue Reading

Magento 2 Product Attachments Extension by Mageplaza

- E-Commerce, Magento 2

Suppose your store sells multiple products with various detailed descriptions to bring them closer to a genuine purchase. In that case, you will need a tool to help you make your product informative by uploading as many attached files as required.

By few clicks to drag and drop the files, admins can upload on the product page. With a well-informative product page, you can attract your customer’s eyes. Besides, the more information you provide, the more trust you can get from potential customers.

ThusMageplaza Product Attachments is a must-have extension that helps store owners simplify uploading files in the product detail page. Continue Reading

Magento 2 Quick View Extension by Mageplaza

- E-Commerce, Magento 2

It is incredibly frustrating and time-consuming to be redirected to another page if customers want to make a comparison among several items or preview the product details in Magento Default. It will lead to a decrease in both the shopping experience and the store’s conversion rate.

Mageplaza Quick View extension can support the store owners to tackle that issue. It helps customers not only to have a quick preview of the product information but also to add their desired items into the cart immediately at the current page instead of being navigated to the Product Detail Page. Therefore, it helps to save time on browsing the web and enhance customer experience.

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Magento 2 Thank You Page Extension by Mageplaza

- E-Commerce, Magento 2

The truth is that customer acquisition can cost 5 times more than the expenses you pay to retain existing ones. And keeping in touch with your customers after their purchases is the first step you need to take for business’ sustainable growth.  

Mageplaza Thank You Page for Magento 2 can optimize your Thank you page to generate more sales. This module also allows you to enhance your customer experience once their purchases finish. Hence, you can turn your thank you page into a powerful marketing tool for customer retention. Continue Reading