We’ve already described the best newsletter extensions and email marketing services for both Magento 2 and 1, and now it’s time to pay closer attention to one of the most reliable follow up email solutions – Follow Up Email Extension for Magento 2 and 1 by Mirasvit. The tool is designed to increase conversion rate, drive more sales, and decrease cart abandonment. If you do not want to deal with the 68% of the average cart abandonment rate, give the Follow Up Email extension a try, and you will win back your potential buyers. This full-featured email marketing extension will help you keep all your marketing activities in a single user-friendly interface, with lots of intuitive features and options. Continue Reading
"Magento tips & tricks"
Although cart abandonment is a huge ecommerce problem, you can easily decrease its influence on your business by using proper third-party extensions. Check the following two posts to discover the most reliable Magento 2 cart abandonment software solutions the ecosystem provides: Magento 2 Follow Up Email Extensions Comparison & Magento 2 Shopping Cart Abandonment. Below, we shed light on the module specified in both digests – Amasty Abandoned Cart Email for Magento 2. After you install the tool, the encouraging Magento 2 cart abandonment email will be automatically sent to a customer every time they leave a shopping cart without proceeding to checkout.
Neither Magento 2 nor Magento 1 provide the ability to enrich product pages with additional information, but you can easily get the missing functionality by installing third-party modules. We have already described File Downloads & Product Attachments by Mageworx, and below, you will find our review of Amasty Product Attachments for Magento 2 and 1.
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
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.
- Based on the selected rule conditions, each purchase order undergoes automatic verification before being submitted.
- After a purchase order is reviewed all the company users with the roles of approvers get a corresponding email notification.
- 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:
We’ve already described Amasty Customer Attributes for Magento 1, and today it’s time to pay some extra attention to the appropriate Magento 2 module. Meet the Magento 2 Customer Attributes extension by Amasty! The tool that displays additional attribute fields on the registration page is designed to collect as much information about your customers as you need. Below, we shed light on its core features and dive deep into its backend functionality. Continue Reading
In the following post, we describe an essential user-oriented improvement related to the search functionality. Amasty Improved Sorting for Magento 2 and 1 increases the usability of the default Magento catalog with the help of additional search options. Having installed the module, you provide your clients with the ability to browse your website by such parameters as best sellers, top rated, most viewed, and new items, goods from wishlists, and more. As a store owner, you get a perfect opportunity to push bestsellers to the top, increasing your cash cows’ effectiveness. Continue Reading
In this post, we are going to find out how the Mirasvit Gift Registry extension looks from both inside and outside. We’ve already reviewed one of its closest competitors – the Amasty Gift Card module, and there are two digests of appropriate Magento 2 and Magento 1 tools available here: Best Gift Registry Magento Extensions and Magento 2 Gift Registry Extensions. Below, you will find a summary of the core features of the Mirasvit Gift Registry Magento 2 module and a detailed description of its backend and frontend functionality. Continue Reading
We have already said a lot about layered navigation, but it is still not enough to cover the topic. That is why today, we would like to introduce you to Aheadworks Layered Navigation – another time-proven tool that can substantially improve the default user experience of both Magento 2 and 1.
In the following post, we describe Amasty Out of Stock Notification for Magento 2 – an extension that enables store visitors to subscribe to stock and price alerts. Thus, after you install the module, your customers will get an opportunity to receive notifications when desired products return to stock or their prices are changed. As a result, you essentially improve the online shopping experience, making your ecommerce website more user-oriented. As a Magento merchant, you get a deep insight into customer preferences. Due to the intuitive backend interface, the module lets you track customer subscriptions to find out which product stock or price to update first. Continue Reading
Content duplication usually requires much time and effort. This routine process may distract you from more essential tasks, but it is inevitable, especially when you are building a new website within Magento. Luckily, there is one useful tool in the portfolio of Amasty – the Duplicate Categories Magento 2 extension. Having installed this module, you can duplicate your categories quickly and accurately. So, if you have to deal with a multi-store Magento setup, this extension is a must.