Create Partner¶

To create a new Partner you need to have the Partner addon allowed on your account.

1. Go to the Sales module and run the Partners application. Click the new button. On the General tab, the basic information is located:

   • Name of the Partner can be displayed on the website (in the Partner Portal for instance) and in e-commerce templates, such as e-mails and documents.

   • Comment is a short description of this Partner. It is only used for your own internal purposes and it can’t be displayed on the website or in e-commerce templates.

   • External ID is a unique identification used to define the partner in an external service.

   • Billing Email - define contact email address for this partner. You can use it to send emails defined in the E-shop Settings (use the order.partner.billingEmail parameter in combination with the Set Custom Recipient setting) directly to this address.

   • Partner Tier selected here defines to which Partner Tiers this Partner belongs. Partner Tier defines the special checkout for partners (you can define payment and delivery methods different for a Partner Tier) and prices that will be available for customers of this Partner.

   • Consignment Currency defines the main Partner’s currency. It is important in case you are going to use the Purchase for an Invoice payment method, because it defines the currency of the credit limit and the invoiced amount (this setting is available on the second Constraints tab).

   • Customer Tax Category defines to which tax category all the customers of this Partner belong. Customer Tax Category defines how the taxes will be counted and you have to have already created it in the Administration module in the Customer Tax Categories application.

   • Language defines a language in which you will communicate with this partner. It is used only for informative purposes (BizBox does not work with it).

   • Active setting defines the current availability of the Partner. Customers assigned to inactive partners cannot use the partner features at all. These customers can normally sign into his/her account and see all information, but will be unable to place an order. When he/she tries to, a system message Your partner account is not active. Shopping is forbidden. will be displayed. It is a part of the checkout form If you want to change or translate this sentence, go to the System Translations application located in the Tools module.

2. On the second Constraints tab concrete payment and delivery methods can be defined which only customers from this Partner can use.

   • Credit Limit setting is filled in only in case you want to allow customers to use the Invoice payment gateway. It defines the maximal amount for which a customer can purchase without a payment. If a customer reaches this limit and tries to place a new order a system message Order total amount is over you invoice credit limit. If you want to change or translate this sentence, go to the System Translations application located in the Tools module.

   • Invoiced Amount displays the total amount from the credit limit defined above, that has not been paid yet. In case the order has been paid, this amount will be lowered for the paid amount automatically (according to the changes of the concrete order).

   • Delivery Methods is used to select delivery methods that will be available for customers of this Partner. Methods selected in the right column will be available to the partner. If you left the right column blank, all methods will be available (according to the e-shop settings).

   • Payment Methods allows you to define payment methods that can be used by the customers connected to this partner. Methods selected in the right column will be available to the partner. If you left the right column blank, all methods will be available (according to the e-shop settings).

3. Companies tab displays all Companies connected to this Partner. You cannot add a new Company here, you have to do this in the particular Company settings (directly on the first General tab in the Partner field).

4. Contacts tab displays all Contacts connected to this Partner. You cannot add a new Contact here. Contacts are assigned to a Partner through Companies. To add a new customer, you have to assign this customer to a company which is assigned to a partner.

5. Agreements tab displays all agreements connected to this Partner. You are able to change and add them according to your needs. Remember that particular agreements are added and edited in the Administration module in the Partner Settings application.

6. Orders tab displays all orders created by all customers connected to this partner. You cannot add or edit the orders displayed here.

7. Deals tab displays all deals connected to this partner (a deal has to be added in a contact detail).

8. Notes tab serves only for your own notes. If you want to add a note to the partner, do it on this tab. The inserted note is never visible to affiliates, it is only for your own purposes.

9. Log tab contains the log (changes) of the partner.

Import Partners¶

Partners can be imported. Prepare a XLSX or XML file using the table below. When you are done, click the Import button in the Partners application, select the file, import mode and click the Import button.

Create Partner Tier¶

You will probably need more than one partner tier on your account. In fact, you can have as many partner tears as you need. Every partner tier can have its own price settings. To be able to set it up, you have to create a new tier first.

1. Click the Add button located in the toolbar and add a new tier.

   • Name can be displayed in the partner portal using the {{ user.identity.partnerTier }} parameter.

   • Internal Name has to be unique within the Partner Tiers application. It is used only for internal purposes.

   • Label is a name of this tier that should be displayed on the website and in e-shop templates, such as e-mails and documents.

   • Comment is field for short description of this tier. It is internal and is cannot be displayed on the website or to partners that belong to this tier.

   • Default settings marks one tier from the hierarchy that will automatically be assigned to all partners without a defined tier. If you set this option to YES, the tier that has been marked with this flag before, will be automatically unmarked.

   • Parent Node defines the place for this tier in the hierarchy. Select a tier here that will be directly above the created one in the hierarchy.

2. When you are done, a new tier will be displayed in the hierarchy. Mark it with the mouse button and click the Edit button located in the toolbar above.

3. On the first General tab, the information added in the previous steps can be changed.

4. On the second Payment Conditions tab, new rules for new prices are defined. You can select a special partner pricelist or define a percentage sale from normal prices.

   • Use Partner Pricelist is a base setting which allows you to select a Partner Pricelist (a special type of a pricelist). This pricelist defines special prices for all partners which belongs to this tier. If you do not select any partner pricelist, prices from the regular pricelist will be used.

   • Apply Discount adds a percentage discount to the pricelist selected above or to a normal e-shop prices in case you did not selected it. You can specify whether this discount will be applied to all products or only some of them (you can specify them by selecting the manufacturer, brand or tag). Tag setting only applies to tags assigned directly to products and their master products (not applicable to tags assigned within the pricelist). If one product belongs to more discounts, only the highest priority discount (first in the app from the bottom) will be used.

   • Use Special Pricelist allows you to select a partner pricelist which will be used in preference to the settings above. If one product belongs to more pricelists defined here, only the highest priority pricelist (first in the app from the bottom) will be used.

Dealer Accounts¶

This application is located in the Administration module and allows you to create (or display and manage) particular dealer accounts.

To create a new account, click the New button in the toolbar:

1. A new window will appear and you need to fill in following info:

   • Test Account allows you to create account where can be all the features tested. By the dealer or by you.

   • Available Dealers contains all dealers for which can be the account created.

2. Click the Continue button and a new window will appear. On the first General tab:

   • Insert (change) dealer name and the Account Domain on which the BizBox account will be accessible for the dealer (such as http://account-domain.bizboxadmin.com).

   • Contact Name, E-mail and Contact ID are used to identify the person who will be responsible for this dealer.

3. On the second Setting tab fill in:

   • Price Category

   • Sales Region - the country in which will be the dealer selling

   • Sales Currency - the currency in which will be the dealer selling

   • Sales Language - the language of the dealer’s website

   • Locale - the locale setting for the dealer’s account

   • Credit Limit - this is the maximal amount for which the dealer can create supplier orders (orders from you) without payment

   • Custom Product Limit - this number defines how many custom (own) products can the dealer define in his/her account

4. On the third Branch tab has to be filled in information about the dealer. There setting will be available in the dealer account in the Branch application. All of these information will be displayed on the dealer’s e-shop documents (order, offer, enquiry, invoice, proforma invoice or credit note) and in e-mails.

   • Name

   • Internal Name

   • E-mail

   • Street

   • City

   • Postal Code

   • Country

   • VAT Payer

   • Tax Identity

   • Extra Tax Identity

   • Identification Number

5. On the last E-shop Settings tab can be set:

   • Custom Domain of the dealer’s website. This can be set up in the website settings later.

   • Website Template - select a template which will be used for the dealer online store.

6. Click the Add button and the dealer account creation will be scheduled. You will receive an e-mail with information that the account is ready. You need to log into it and create the user account for the dealer who will be responsible for the created dealer account.

Dealer Discounts¶

Dealer Discounts is an application located in the Administration module. It is available in the master account only.

This application allows you to define particular discounts your dealers can apply on supplier orders. Supplier order is an order which is created by the dealer and contains products bought on dealer’s online store. You (owner of the master account) is a supplier to there products.

In this application, particular discounts for dealers are created and managed. You can define which dealer can use which sale and under which cirsumstances (such as minimal order amount or total usage count).

1. Click the New button in the toolbar. A new tab will appear.

2. Fill in at least the required fields:

   • Name (required) - insert the name of the sale. It will be visible to dealers.

   • Internal Name (required) - insert the unique system name, it is internal and visible only in this application.

   • Currency (required) - select currency for this discount. The discount can be applied only on supplier orders created in this currency.

   • Discount Rate (required) - insert the percentual discount (value).

   • Minimal Order Amount (optional) - you can restrict the application of this discount by inserting the minimal supplier order amount. This discount can be applied only on orders with higher amount than is defined here.

   • Usage Count (required) - define how many times can a particular dealer use this discount. If he/she reaches this number, the discount will be unavailable for him/her.

   • Active (required) - this flag allows you to turn on and off this sale. Inactive discounts cannot be applied by dealers to supplier orders at all (regardless all other settings).

3. On the second Dealer Selection tab are available all dealers from your master account.

4. Click the Add button and a new window will appear. Select dealers, for which you want to make this discount available, to the right side. If you will not select any dealer, the discount will be available for all dealers. Remember that the availability can be also restricted by the Active setting on the first tab.

BizBoxie¶

For dealers accounts there is simplified UI named BizBoxie available. For dealer accounts, it is set up as a default BizBox UI. BizBoxie is available on the URL address http://bizboxadmin.com/bizboxie.

It contains the most important applications a dealer needs to operate his/her online store:

• Orders

• Offers

• Enquiries

• Dealer Orders

• Contracts

• Supplier Invoices

• Contacts

• Dealer Addresses

• Products

• Category Tree

• Pricelist Editor

• Settings - contains base settings from the General Website Settings - Custom Domain, Favicon File, Logo File, Registration Approval, Custom Styles and SEO Configuration

• Contents

• Data Lists

Appart from the Settings, all applications are equal to applications reached from the standard BizBox UI.

All changes you made in BizBoxie take place in standard UI as well, there is no difference. After you log into BizBoxie, the dashboard (BizBoxie’s homepage) is displayed automatically. Here are all current information from your account displayed - supplier orders, new enquiries, website users who are waiting for registration approval.

In the left upper corner are base settings available:

• Dashboard button used to display the dashboard in case you are currently in another application.

• Settings button will show you the My BizBox module, switches you to standard UI or loggs you out.

• Project button which allows you to approve or revert your current project.

• Preview button displays current project changes on the website.

Dealer Orders¶

Dealer Orders is an application located in the Sales module (and in BizBoxie). In this application are available all dealer orders created in a dealer account.

There are two ways how can be a dealer order created:

1. Directly in the Dealer Orders application.

   1. Click the New button in the toolbar and fill in all required fields - the address to which will be the order shipped (dealer address). You can select one of the existing addresses from the Dealer Addresses application. You can also select a dealer disount. Their availability is defined in the master account (administrator of a master account can define particular discount which a dealer can apply on his/her dealer orders).

   2. On the Products tab select all products you need to supply.

   3. On the Attachments tab add all attachments (bounded to products or to the order as a whople).

   4. Click the Create button. You can edit thus created order according to your needs. When you are done, click the Place Order button in the Dealer Orders application toolbar. You can also check the stock balance for products from a selected order by clicking the Stock Balance button in the toolbar. Placed orders are available to the dealer.

2. In an Order detail with the Dealer Order button.

   1. In the Orders application select particular order and click the Supply button located in the toolbar.

   2. A new window will appear and you can create a new dealer order or merge products from the selected order to an existing dealer order. Thanks to this you can merge all your orders to a single dealer order which will contain all products you need to be supplied.

   3. Dealer order created from the Orders application are available in the Supplier Orders application as a usuall dealer orders and you need to place them to the dealer as well.

For more info about an existing dealer order display its detail.

Contracts¶

The Contracts application is located in the Sales module (and in BizBoxie). In this application are available all contracts between you and the supplier. You can display its detail and see its state, products, documents and attachments. Particular documents on the Documents tab in a contract detail can be downloaded online.

Supplier Invoices¶

The Supplier Invoices application is located in the Sales module (and in BizBoxie). In this application are available all supplier invoices. You can display them and save them to your computer.

Dealer Addresses¶

The Dealer Addresses application is located in the Sales module (and in BizBoxie). In this application can be dealer addresses created. Create as many addresses as you need. Subsequently, you can use these addresses when creating a supplier order. To this addresses will be supplier orders shipped.