Partners and Dealers

This section deals with sales to partners and dealers.

Parners are most likely legal entities who purchase big volumes of your products for special prices and are selling them to end customers.

Dealers have their own separate BizBox accounts (online stores and websites) which are united by a single master account. This master account allows you to manage particular dealers accounts (such as available products, pricing, data lists, contents and more according to the master account settings).

Partner Portal

Partner Portal is term that describes all of the applications connected with B2B sales to your partners. Partners are legal entities who purchase big volumes of your products. You are able to create special wholesale prices for them and also another special settings, such as different payment and delivery methods, credit limit for purchases on invoice and unite them into various tiers.

To make Partner Portal work on your account, you need to have added the Parter Addon. It will add 3 new applications to your account:

  • Partners in the Sales module allows you to create and manage partners.
  • Partner Tiers in the Sales module is a hierarchical structure of particular tiers to which you can assign particular partners.
  • Partner Settings in the Administration module. Here you can add and manage partner agreements, to which must partners agree during the registration process.

Partners

Partners is an application located in the Sales module that serves for the addition and management of Partners. This application is not included in the default BizBox edition, it has to be added with an addon that will add the Partners and Partner Tiers applications to your account. In case you need these applications, please contact us for more information.

Partners are used to define different prices for particular selected customers. This can used for your B2B sales in case you want to provide your business customers with different prices. These prices are defined for a Partner Tier. Particular Partners are assigned to this tier and particular companies are assigned to a partner. Every Contact added to one of these Companies can see and purchase for the prices defined for the Partner.

If you want to use this, you have to create a Partner Portal on your website. It is very similar to the User Portal (partners can see their orders and information about their account here). To create a Partner Portal, you have to use special forms we have prepared for you. For more information about this, please see related help-pages.

For every partner, constraints for available payment and delivery methods can also be defined. The payment method Invoice is closely linked with partners - you can define a credit limit (an upper limit up to which a customer can make purchases without payment). This limit and the current invoiced amount can be (or should be!) displayed in a partner profile.

Created partner has to be assigned to a particular Partner Tier, which defines prices displayed for connected customers on your online store.

To the partner a tag (or multiple tags) can be added. To create a new tag for partners, click the Tag button in the toolbar. A new window will appear. It allows you to assign a tag to partners and display the Tag Manager in which tags are created and managed (to a tag a Name, Internal Name, Description and Color can be defined). Contacts’ tags are internal. They are not displayed to customers.

To add tags for more partners at once, use the Bulk Actions button located in the toolbar. If you are going to work with partners’ tags, add a column Tags to the Partners application. It allows you to filter partners according to assigned tags.

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.

Note

Changes created by the import are not stored in a project. They will be active immediately. This import is irreversible!

Property Name (Excel or XML) Field Name (Application) Short Description
externalid External ID Optional; the external ID of the partner.
name Name Required; the partner name.
comment Comment Optional; internal commentary.
creditlimit Credit Limit Optional (number); defines the credit limit of the partner.
paymentduedays Payment Due Date Optional (number); defines the payment due date (number of days).
active Active Optional (boolean); defines the activity of the partner.
currency Currency Optional; defines the currency of the partner (ISO).
customertaxcategory Customer Tax Category Optional; the partner’s customer tax category (internal name).
tier Partner Tier Optional; the partner’s partner tier (internal name).
language Language Optional; the partner’s language.

Partner Tiers

Partner Tiers is an application located in the Sales module which allows you to define particular tiers (levels) that your Partners or Contacts can acquire. For every tier different prices can be defined which are available for concrete customers from companies that are assigned to the Partners from this Tier. You can also add a Partner Tier for a single customer (without the connection to a Partner or Company.

You can use a special partner pricelist, price level or define a percentage sale from the standard pricelist.

In this application a hierarchical structure of all available partner tiers can be found. For the first time, only the default Root Tier is displayed. This default tier is automatically added to all partners without a selected tier. This default tier can be changed for another existing tier in the settings of a particular tier (field Default).

Tiers can be added to contacts too. Select a contact and go to its edition. Here the Partner Tier field is available. You can assign this contact to any existing partner tier. For all non-partner contacts a default tier can also be selected. If you do so, this tier will be automatically assigned to all newly registered contacts. Default partner tier for other (non-partner) contacts can be selected in a particular partner tier detail (Default for Others flag).

Mark Prices as Discounts is used in combination with the Only for Products Without Discount setting in particular sales promotion applications in the Pricing module. Set to YES (both these settings) and the particular sales promotion won’t be applied on partner prices from this tier.

Apply Lower Price - use it if you do not want the price for a partner to be higher than the end-user price. If the price for an unlogged customer (on the web) is lower than the price for this partner, the price for an unlogged customer will be used. If you leave the setting off, the price will always be calculated as set in the Pricing Rules tab (it will not be affected by the end customer price).

Note

Data from Partner Tiers are not a part of the Development mode. It means that in the Development mode you are working with the real tiers in both modes. If you make a change here, it will be a part of the project changes and it will take place in case you approve the project.

Tip

Partner Tiers can be also used in combination with the Purchase Volume Discounts.

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.
    • 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.
    • Use Special Pricelist allows you to select a Partner Pricelist which will be used in preference to the settings above.

Note

Partner prices have priority over all campaign prices. It means that for a partner with defined pricelist(s) all price campaigns will be ignored.

Partner Settings

Partner Settings is an application located in the Administration module. It is available only when the Partner Addon is allowed in your BizBox Account. Otherwise you cannot use or even see this application.

It is used to define agreements, to which your partners have agreed in order to register themselves and place orders on your online store.

An agreement which exists here can be added (or edited) for a particular partner in his/her profile in the Partner application in the Sales module.

  1. Run the application and click the Add button.

  2. A new window appears. Define all required fields:

    • Name - Insert a name of this agreement. It can be displayed on your website if you do not provide the Label (below). Otherwise is servers only for internal purposes.
    • Label - Insert a name of this agreement that will be displayed to partners (in the registration and also in the Partner Portal).
    • Description - Insert a short information about this agreement. It is used only for your and your co-workers information and it is not displayed to partners.
    • Valid From - Define a date from which is this agreement valid. It is only informative value, it does not influence any settings or system behaviour.
    • File - Select the file from the File Manager which is the agreement itself (probably a document). This document will be displayed to partners during the registration process.
    • Default - This settings defines one of your agreements that will be displayed in the registration process. You can have only one default agreement at a time.

Dealers

Dealer account is an usuall BizBox account which allow its owner (dealer) to create an online store and sell products to customers. Owner of the master account supplies particular dealers with products they sell. The master account can influence the dealers’ accounts behaviour - synchronization of products, prices, data lists, contents and more.

A dealer account is created with a functional online store which is available in the master account.

Master Account

To use dealer accounts, you need to have the master account. In the master account you can create particular dealer accounts which are united by it.

On the master account the whole online store which will be copied to dealer accounts is available.

There are special applications available only in the master account.

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.

Dealer Account

Dealer account is a separate BizBox account which has been created in a master account. It automatically contains a functional online store with some base settings required for a proper online store function.

To this account can be synchronized products, pricelists, data lists, contents and more directly from the master account.

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:

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.

Note

If you have defined a credit limit in your dealer account, you can place as many supplier orders without payment as the credit limit alows you. After the limit is reached, you are unable to place any supplier order at all.

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.