A NEW ERA OF INTELLIGENT QUANTITATIVE ECOMMERCE - THAT WORKS FOR YOU ECOMMERCE - THAT WORKS FOR YOU
Knowledge Base
+
Admin Messages (1)
+
Common Tasks (1)
+
Insights (1)
+
Interventions (1)
+
Languages (1)
+
Questions & Answers (1)
+
Reviews (1)
+
Site Scripts (1)
+
Web Services (1)

B2B Overview

The IRP provides the same high-quality experience for B2B businesses as it does for B2C businesses. B2B businesses can reach out globally to other businesses using their native languages and currencies and they can customise their sites using country-specific imagery and messaging — all the sections of the interface are translatable into any language in the system. More than this, B2B businesses can create customised price lists for all of their Trade Customers, for use anywhere in the world, and they can develop and issue invoices easily using highly-effective templates.

By reading through this overview you will become familiar with the key areas of IRP B2B and gain a good understanding of how B2B works from both a customer’s point of view and an IRP Administrator’s point of view. You might also find this brief IRP B2B Glossary useful as it brings together some of the main terms you will encounter whilst using the IRP as a B2B business and also includes some B2B marketing tips.

Recommended Sequence for Setting Up B2B

Trade Customers

B2B Application Settings

Trade Orders

Trade Alerts Bar


Recommended Sequence for Setting Up B2B


There are some fundamental prerequisite steps that need to have been taken before configuring B2B on the IRP, most of which will have been carried out with the assistance of your Deployment Manager. For example this would include things like admin users being configured, all product data and imagery in place, integrations completed, payment gateways set up, shipping configured, stock control working (if applicable), partner IDs and traffic sources set up, customers imported, IRP EPOS configured (if applicable), and so forth. With all these areas in place, there are only a few straightforward steps involved in getting your B2B site up and running:

  1. Interface & Design. You need to ensure that your navigation is optimised and that all interface design and layout is completed. For details, see the Trade Navigation and the Trade CSS Stylesheet help topics. If you have specific Trade Site logos, see the Site Logos help topic. You can also create specific banners for different locations on your Trade site, for example below the logo, on the right side or centrally. For more information, see the Banners help topic.
  2. Price Lists. There is a default Price List in the default currency of your website, however you can also configure custom Price Lists if you want to. For example, you can define a price list for a specific country and currency and you can either pick the exact products that you want to include in the price list or you can choose to discount the prices from an existing price list. For details, see the Trade Price Lists help topic.
  3. Invoice Templates. You need to configure customised invoices for your different trade customers. For details, see the Invoice Templates help topic.
  4. Trade Customers & Drop Shipping. You need to make sure that your customers are correctly set up as Trade Customers, including establishing credit limits and drop shipping status. See the Trade Customers section below for more details.
  5. System Emails. You should design and configure the various System Emails that are available for Trade Customers. There are multiple placeholders that you can use when entering the content of the emails. See the B2B System Emails section below for more details.
  6. Application Settings. You need to enable a few settings at the application level to ensure that your B2B system is up and running. See the B2B Application Settings section below for more details.
  7. Orders. With all of the above configured, you should now receive and process orders from your Trade Customers. See the Trade Orders section below for more details. You can also easily keep up-to-date with Trade activities on your website using the Alerts bar at the top of your Admin. See the Trade Alerts Bar section below for more details.

Trade Customers


You configure details of Trade Customers in either of the following places in the IRP Admin left navigation menu:

Customers > Customers

From here you can view all customers (Trade and Retail), edit their details and create new customers. You can use the ‘Other Options’ search feature to show only Trade Customers:

IRP Customers screen with Trade Only box checked

To designate a customer as a Trade Customer, set their Account Type to ‘Business’ and then complete the settings in the Trade Settings section:

IRP Customers Trade Settings section

The settings are as follows:

  • Company Name: Enter the name of the Company that this Customer belongs to. This is a Requirement for Business Accounts.
  • Account Status: Select a status from the drop-down list. This can be ‘Awaiting Approval’, ‘Approved’, ‘Suspended’, ‘Rejected’ or ‘Not Trade Account’.
  • Tax Number: Enter the Customer’s Tax / VAT Number.
  • Tax Exempt: Check this box if the Customer is exempt from tax. Otherwise leave this box unchecked.
  • Has Credit Limit: Check this box to set a credit limit for the Customer (the following ‘Credit Limit’ setting will then be displayed.
  • Credit Limit: (Appears only if the ‘Has Credit Limit’ box is checked.) Enter a Credit Limit for the Customer.
  • Price List: Select a previously-configured Trade Price List for this Customer. A ‘Default’ Price List takes any Default Trade Price values held against Stock items.
  • Product Export Status: Select a Product Export Status for this Customer. The status can be ‘Requested’, ‘Enabled’ or ‘Not Enabled’. If set to Enabled, this customer will be allowed to download an extended product information file, which contains images and descriptions, in addition to their prices.
  • Drop Shipping Status: Select a Drop Shipping Status for this Customer. The status can be ‘Requested’, ‘Enabled’ or ‘Not Enabled’. With this set to ‘Enabled’, you are the Drop Shipper for your B2B customers.
  • Drop Shipping Logo: Browse to the location where you have a Drop Shipping logo for the customer, then click the Upload button.

Click the Insert Customer button to save your changes.

Trade Site > Customers

From here you can view only Trade Customers. For details of this section, see the Trade Customers help topic.

B2B System Emails

You can use the System Emails section of IRP Admin (under Email Marketing) to set up emails that are sent automatically to Trade Customers. You can insert multiple placeholders in the emails that will be converted to the relevant values when the email is sent. The available emails include the following:

  • Trade Password Reset Email
  • Trade Order Confirmation Email
  • Trade Account Requested Email
  • Trade Account Approved Email
  • Trade Account Rejected Email
  • Trade Password Reset Email
  • Trade Account Suspended Email

For more details, see the System Emails help topic.

Importing Trade Customers

You can import details of Trade Customers using the standard process in the Import Customers section in IRP Admin. In addition to the template columns available for all customer data, the following columns are relevant for Trade Customers:

  • TradeAccountStatus (SMALLINT)
  • TradePriceListID (INT)
  • TradeCreditLimit (MONEY)
  • TradeCreditLimitCurrencyISO (CHAR : 3)
  • TradeDropShippingStatus (SMALLINT)
  • TradeEnablePayByCredit (BIT)
  • TradeHasDropShippingLogo (BIT)

Exporting Trade Data

You can export some data relevant to Trade using the standard process in the Export Data section in IRP Admin. The trade tables that you can export are as follows:

  • TradePriceListPrices
  • TradePriceListProductRestrictions
  • TradePriceListQuantityDiscounts
  • TradePriceLists
  • TradeSalesRanks

Stock Supplier B2B Details

If applicable, you can configure B2B details for your stock suppliers, including a Username, Password and Website URL. See How To Add or Edit a Stock Supplier for details.

Trade Customer Email Profiles

In the Email Profiles section of IRP Admin you can create specific profiles that will act as the ‘Trade Default’. This means that it will be the default profile that users will subscribe to when attempting to join the Trade Site mailing list. For more details see the Email Profiles help topic.

Trade Catalogue Profiles

In the Catalogue Profiles section of IRP Admin you can create specific profiles that will be viewable only on your Trade Site. For more details see the Catalogue Profiles help topic.

Live Chat for Trade Sites

You can offer a Live Chat (or 'Live Support') factility to customers on your Trade Site. For more details, see Live Support Sessions and Trade CSS Stylesheet.

Trade Site Invoicing

There is an Application Setting called 'Enable Trade Site Invoicing' (located in the 'Trade Site' grouping). Invoicing throughout IRP Admin and the front-end Trade site will function as normal while this setting is enabled. Disabling this setting will hide all functionality involving invoicing for Trade orders throughout the Admin and front-end site. In IRP Admin, this includes:

  • All Trade Invoicing Alerts in the Alerts drop-down within the top navigation section.
  • Invoice Sheet printing option on Sheets lightbox.
  • Invoice tab and Invoice alerts on Order Manage page.

On the front-end Trade Site, this includes:

  • 'View Outstanding Invoices' button on Payment Details page.
  • 'View Invoices' button on Order Details page of MyAccount section.

Additionally, any Trade Orders that are placed while this new Application Setting is active will also be marked as 'Invoiced Externally' and will not be taken into consideration when Trade Customer Account 'Outstanding Balance' value is calculated.

'Recently Viewed' Functionality on Trade Site Invoicing

'Recently Viewed' functionality is available on the Trade Site via a drop-down link within the top navigation bar (visible only when a Trade Customer logs in). When a customer hovers their cursor over this link, it displays their five most recently-viewed Models, ordered from newest to oldest, top to bottom. The customer can click these Models to navigate to the associated Trade site Model pages.

When a customer clicks the 'Recently Viewed' drop-down link they will see a Recently Viewed page, where up to 21 of the customer's most recently-viewed Models are listed.

'Similar Products' Functionality on Trade Site Invoicing

The 'Similar Products' functionality is available on the Trade site. When viewing a Model via the Trade site, a 'Similar Products' section can appear at the bottom of the page. This section displays Models that have been linked to the currently-viewed Model. You configure this using the 'Linked Models' functionality - for more details see How To Add or Edit a Model .

For the Models in the 'Similar Products' section, users can choose their stock options via a drop-down menu, enter the quantity desired and add the Model to their Basket. Users can also click the Models in the 'Similar Products' section to navigate to their Trade Site Model page.


B2B Application Settings


There are a few Application Settings for the B2B functionality that you can find under Application Settings in the IRP Admin left navigation menu:

  • Enable Trade Site: (‘Trade Site’ group) This enables the Trade website. (Contrast with 'Enable Retail Site' in the General Site Settings group). When you enable this, the Trade home page of your website has /trade/ appended to it, for example: http://YourWebsite.com/trade/.
  • Default Trade Credit Limit Type: (‘Trade Site’ group) This defines how the credit limit assigned to a customer operates. 'Use Outstanding Balance' - this means the customer can only ever have orders outstanding with you up to the value of their credit limit. 'Single Max Order Value' - this means the customer can place as many orders with you as they need to, but each order has the max value of their credit limit.
  • Enable Trade Site Invoicing: (‘Trade Site’ group) Enable this setting to enable invoicing functionality to be made available on the front-end Trade site and within the Orders section of IRP Admin. When disabled, further Trade orders placed on Account will no longer affect customers' Credit Balance and invoicing functionality throughout the front-end Trade site and Orders section of IRP Admin will no longer be available. Invoicing alerts will also be disabled.
  • Trade Site Require Purchase Order Number: (‘Trade Site’ group) Enabling this means that a PO Number is required for trade orders.
  • Enable Fixed Top Navigation Trade: (‘Trade Site’ group) When enabled, the top navigation on the trade site will remain fixed to the top of the screen when scrolling.

If you make any changes to the Application Settings, click the Update Application Settings button. You will be asked to confirm that you want to update the settings. Also make sure you click the Uncache button in the bottom nav.


Trade Orders


From the Trade Customer’s Viewpoint

If the customer is configured in your system as a Trade Customer and you have allowed them a credit limit, then they will see the following options when they go to the checkout stage (PaymentDetails.aspx ) with an order:

IRP Trade Order front end Pay on Account screen

The screen shows the customer’s available credit limit and their outstanding balance. To use this payment option the customer would click the Pay on Account & Proceed To Summary button. Alternatively they could elect to pay by card, as partially shown in the screen capture above.

If the customer decides to use the Pay by Account option, the summary screen OrderSummary.aspx will display some further information about their invoice:

IRP Trade Order front end invoice information

Their confirmation screen OrderConfirmation.aspx will also state ‘Invoice’ as their payment method, as in the following example:

IRP Trade Order Confirmation screen

At this point the customer would receive an ‘Order Confirmation’ email.

Parked Trade Telesales Orders

You can also ‘park’ Trade Orders using the Telesales functionality in IRP Admin. This means that you can pause or end a telephone call, and take another call, while waiting for the previous customer to call back. For more details see the Parked Telesales help topic.

From the IRP Administrator’s Viewpoint

You can view Trade Orders under Orders > Orders Orders.aspx in the IRP Admin left navigation menu. If you search by Order Type you can select Trade from the drop-down menu – you can also select the date range:

IRP Trade Order search menu

After the Trade Customer has placed the order described above, the order will be logged in IRP Admin with a status of ‘New Trade’:

New Trade status

Click the New Trade link to view the details of the order on the Orders.aspx?OrderStatus=NewTrade screen. This will show the Source listed as ‘Trade’ and the Payment Method as ‘Invoice’ (if the customer had not been allowed a credit limit in IRP Admin, the Payment Method would be simply ‘New’):

IRP Trade Order details

From here you can proceed to process the order in the usual manner. For a straightforward order, this typically would involve the following sequence: Manage > Move to Approved > Move to Picking and Packing > Move to Dispatching > Move to Complete Pending Email > Move to Complete. At this point the customer would receive an ‘Order Complete’ email.

The order should now appear in the IRP Admin top Alerts menu as an ‘Uninvoiced Trade Order’ and you should now raise an invoice by clicking the Invoices tab on the OrderManage.aspx screen:

IRP Trade Order Raise Invoice tab

Click the Raise Invoice button to include all dispatched items in the Order that have not been included in a previous invoice. Use the drop-down list to select whether or not the Shipping Costs (if not previously invoiced) should be included. The newly-raised invoice will then be listed in the grid:

IRP Trade Order Invoice list in grid

From here you have the following options:

  • Cancel: Click to cancel the open invoice. If you proceed with this, the order will be listed in the main grid as cancelled.
  • Mark as Paid: Click this button to denote the order as paid. You will be asked to confirm this after you click the button.
  • Card Payment: Click this button to take a card payment for the invoice order and complete the details in the window that pops up:
    IRP Trade Take Invoice Payment
  • View: Click this button to view the completed invoice in a pop-up window.

Trade Alerts Bar


You can use the Edit button located at the top-right corner of IRP Admin to display key Trade information along the top of the screen:

IRP Admin Edit menu including Trade option

When you select the Trade option, the following information is shown at the top of the screen:

IRP Admin Alerts bar showing key Trade details

The following details are shown:

  • Customers To Approve: Click this button to take you to the TradeCustomers.aspx?AwaitingApproval=True page in IRP Admin. Here you can see the list of customers who are awaiting approval as Trade Customers. This means that their Account Status setting (under ‘Trade Settings’ on their CustomerEdit.aspx page) has a status of ‘Awaiting Approval’. From this page you can change their status to ‘Approved’, ‘Suspended’, ‘Rejected’ or ‘Not Trade Account’.
  • Orders Missing Invoices: Click this button to take you to the Orders.aspx?TradeOrdersAwaitingInvoice=true page in IRP Admin. Here you can see a list of Trade orders that have been dispatched but that do not have invoices. From this page you can proceed to create invoices for those orders.
  • Overdue Invoices: Click this button to take you to the Orders.aspx?TradeOrdersOverdueInvoice=True page in IRP Admin. Here you can see a list of Trade orders that have invoices overdue. From this page you can proceed to follow up on the invoices.
  • Drop Shipping Requests: Click this button to take you to the TradeCustomers.aspx?DropShippingRequested=True page in IRP Admin. On this page you can see a list of Trade Customers who have requested drop shipping. This means that their Drop Shipping Status setting (under ‘Trade Settings’ on their CustomerEdit.aspx page) has a status of ‘Requested’. From this page you can change their status to ‘Enabled’ or ‘Not Enabled’. You can also upload a drop shipping logo for the customer.
  • Product Export Requests: Click this button to take you to the TradeCustomers.aspx?ProductExportRequested=True page in IRP Admin. On this page you can see a list of Trade Customers who have requested products to be exported. From this page you can change their status to ‘Requested’, ‘Enabled’ or ‘Not Enabled’. If set to Enabled, this customer will be allowed to download an extended product information file, which contains images and descriptions, in addition to their prices.

You can also see the following alerts for Trade Orders and Customers when you expand the Alerts drop-down menu at the top of IRP Admin:

IRP Admin Alerts menu

The menu contains the following Trade alerts:

  • New Trade Orders: Click this button to take you to the Orders.aspx?OrderStatus=NewTrade page in IRP Admin. Here you can see the list of new Trade Orders. From this page you can manage the orders using the standard process in IRP Admin.
  • Trade Customers Awaiting Approval: Click this button to take you to the TradeCustomers.aspx?AwaitingApproval=True page in IRP Admin. Here you can see the list of customers who are awaiting approval as Trade Customers. This means that their Account Status setting (under ‘Trade Settings’ on their CustomerEdit.aspx page) has a status of ‘Awaiting Approval’. From this page you can change their status to ‘Approved’, ‘Suspended’, ‘Rejected’ or ‘Not Trade Account’.
  • Uninvoiced Trade Orders: Click this button to take you to the Orders.aspx?TradeOrdersAwaitingInvoice=true page in IRP Admin. Here you can see a list of Trade orders that have been dispatched but that do not have invoices. From this page you can proceed to create invoices for those orders.
  • Requesting Trade Drop Shipping: Click this alert to take you to the TradeCustomers.aspx?DropShippingRequested=True page in IRP Admin. On this page you can see a list of Trade Customers who have requested drop shipping. This means that their Drop Shipping Status setting (under ‘Trade Settings’ on their CustomerEdit.aspx page) has a status of ‘Requested’. From this page you can change their status to ‘Enabled’ or ‘Not Enabled’. You can also upload a drop shipping logo for the customer.
  • Trade Orders Overdue Invoices: Click this alert to take you to the Orders.aspx?TradeOrdersOverdueInvoice=True page in IRP Admin. On this page you can see a list of Trade Orders that have overdue invoices. From this page you can proceed to follow up on the invoices.


FAQs (1)

Why does the Brand drop-down list not display correctly on my Trade site?
This is likely to be because you have set Product Restrictions on your Price Lists. You use Product Restrictions for products that you do not want to sell.


Copyright © 2018 IRP Commerce. Use of this website constitutes acceptance of the IRP World Terms of Use, IRP Privacy Policy and IRP Cookie Policy
IRP Commerce is a Trading Name of Export Technologies Limited, a Deloitte Fast 50 Company six times: 2010, 2011, 2012, 2013, 2014 & 2018   Deloitte.