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Company Accounts

TOTAL:
$299.00

Overview

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Company Accounts extension for Magento 2 allows creating and managing company accounts. It helps online vendors and their wholesale customers interact as brands, sophisticated engagement assured for best business-to-business practices. Personalization is at the core of Company Accounts.

On the customer side, one is now able to organize a sharp hierarchy with apparent role boundaries of member-accounts. Users of the company account are now able to share a single wallet, enjoy commonly collected discounts and rewards, engage together in price negotiations, monitor and browse company activity.

Store admins will find it easier to manage the accounts of companies, and project for higher sales as they can see a broader purchasing strategy of the partner. Smart integration options will enhance noticeably the functionality of the extension to boast sales optimization potential and effective inter-company control over member-accounts. 

 

Business Value

Have your B2B experience comfortably possible! 

  • Let your corporate customers trade with you like brands, retaining the identity of both the company and its representatives;
  • Allow wholesale and retail customers to personalize their b2b experience with aggregated worldwide company accounts;
  • Ensure the calm and quiet of the company employees with clear roles and permissions within a corporate account;
  • Let companies exercise common benefit of individual merit of their employees via single corporate wallet, credit and rewards balance, single discounts, and more;
  • Provide for options for powerful enhancement of the present functionality to optimize corporate procurement and advance negotiations;
  • Respond to the trendy consumerization of b2b with familiar b2c operation of the extension.

 

Feature Highlights

  •  Automatic Company Users Approval

 The company users may be automatically assigned to a company if the domains of the company and registered user match. The user gets a default role and has all permissions that are assigned to that role.

  • Order Approval by Company Admin

Enable Company Admins to set limits to orders placed by employees on behalf of the company

  • Corporate Account

Create and edit company accounts either on the front or backend. Indicate all the essential details of a company, like VAT id, legal address, company administrator and more.

  • Company Account as Customer Attribute

Enjoy the simplicity and high speed of company accounts management on the backend, with company attributes inheritance over account users.

  • Sharp Hierarchy

Let clients create roles and establish permissions for account members, reflecting the sharp hierarchy of their company, nevermind the location of the work desks of the employees.

  • ‘1-Parent-Multiple-Children’ Structure

Customer company admins, primal authorities, can add as many children accounts as they need, assigning business roles, and managing the status of the users.

  • Reassigning Company Users

Help corporate partners manage their company accounts by assigning existing users to the account individually or in bulk. No loss of individual purchase history data assured.

  • Familiar Experience

Registered company representatives experience the usual B2C functionality to make purchases, claim refunds, request for quotes, and manage company account attributes.

  • Expiration Reminders

Configure automatic quote expiration reminders. Select templates and dates for due notification. Assign a personal sales representative from your side to deal with each company.  

  • Mutual Work

Facilitate joint efforts of company representatives in placing orders and planning for the future ones with configurable visibility of company activity. You may further extend this feature to collaborate price negotiations.

  • Shared Benefits of Individual Merit

Make use of a single wallet shared between all the company members, shared discounts, reward points and credit balance. This, by far, will optimize procurement and management of expenditures.

  • Reordering

Fill no lengthy paper forms to wage recurring orders, fuss-free and in one-click.

 

Enhance This Extension With The Following: 

  • Cart to Quote – enable company admins to engage more colleagues into negotiations or to re-assign the talk-tasks should anyone drop-out of the bargaining. 
  • Store Credit & Refund - provide company account users with mutual accumulation and common use of credit balance.
  • Reward Points - provide company account users with mutual accumulation and common use of reward points. 
  • Sales Representative - allow a more sophisticated and diversified Sales Representative assignment to companies. 

  

Demo

To experience the extension firsthand follow the links below:

 

Support Policy

Included technical support:

  • Magento Open Source (CE) version - 3 months of free technical support
  • Magento Commerce (EE) version - 12 months of free technical support 

Technical Specifications

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Seller profile

Aheadworks

Seller contact

E-mail

Integrator

Current Version

1.7.0

Magento platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current)

Commerce on prem (EE): 2.3 (current), 2.4 (current)

Commerce on Cloud (ECE): 2.3 (current), 2.4 (current)

Type

Stable Build

Updated

07 July, 2021

Categories

Extensions, Content & Customizations

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.7.0:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    + Approve Company Users automatically
    + Disable registration for standard Magento customers
    + Company Admin has all permissions disregarding of his role
    * Improved compatibility with Magento 2.4
    * Incorrect theme is set on the company creation page
    * Only "View Transactions" check-box can be clicked
    * When a user declines other user's quote, changes in "Shipping Address" are reflected in "History Log" tab
    * Improved compatibility with M2 Sales Representative

1.6.0:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    + Customization of Company Account creation form
    + Assigning users with the same domain to a company automatically
    + Restrict domains for auto-assigning
    + Company admin can create an account as B2C user If a company account is declined
    + Support native ReCaptcha for Company submission form
    + Phone Number is not a mandatory field for Sub-account form
    + Email notification is sent when Company Admin adds a new domain
    + Integration with Sales Representative: some options have been renamed and hints have been added
    * Fixed issue when links created for 'Add new user' or 'Add new role' buttons do not take into account base url changes
    * Fixed translation issues
    + Compatibility with Magento 2.4.2
    * Company Accounts Configuration page is empty
    * Company can be created with existing domain
    * Fixed error that occurs during csv import on the order grid with a filter applied
    * Data of deleted user are absent on the order page
    * User isn't added to the company when one's created on the Create New Order page
    * It' impossible to add a specific domain into domain preferences
    * Fixed issue with filers on the Customers grid
    + Order approval by company admin
    + Filtration and sorting are added to My Orders grid in customer account
    + Additional email notifications related to domains can be configured
    + Additional email notifications when a customer is assigned to the company can be configured
    * M2 Cart to Quotes integration improvements
    * M2 One Step Checkout integration improvements
    * Fixed issues for Magento Marketplace

1.3.2:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    * Fixed issue when filters don't work in Customers grid if Company Accounts module is enabled on the store

1.3.1:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    * Fixed issue of wrong Sales Representative IDs when creating company accounts via API.
    (When creating a company account via API, the ID of the Sales Representative is NO LONGER overwritten with the default value set in the settings of the extension.)

1.1.1:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    + Additional default roles
    + Integration with Payment Restrictions
    + 'Default Role' option can be set up on 'Edit Role' page
    + Added 'Allowed Payment Methods' column to Companies grid
    * Fixed issue with 'Add New Role' option
    * Fixed issue when a company's administrator can be deleted in Admin
    * Removed 'Edit' button for users with "New User (default)" role
    * Improved work of 'Payment methods' filtering
    * Fixed issue when disabled payment methods are present in 'Payment Methods' multiselect
    * Error appears while trying to export a file in the 'Companies' tab

1.0.0:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    Initial release.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

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Reviews

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