The purpose of the order flow is for the customer to be able to place an order.
The order flow in TRIMIT B2B Webshop for the user is:
- Looking around in shop and finding the desired product and put it into the basket.
- Opening the basket and get an overview of selected products and their prices.
- Enter invoice and delivery address.
- Accept terms and conditions.
The order flow is only available for registered users that are related to a customer in NAV/TRIMIT.
Orders from the B2B Webshop are automatically created in NAV/TRIMIT and the in-house procedures for accepting the order and making delivery is also handled in NAV/TRIMIT as any other sales order.
Dynamic Handling of Products
The purpose of the Dynamic handling of products is to select the products to be shown in the TRIMIT B2B Webhop.
The job of maintaining what can be sold in the TRIMIT B2B Webhop is typically solved in-house and by a person who uses NAV/TRIMIT on a daily basis. With TRIMIT B2B Webhop the selection of products to the webshop is done in NAV/TRIMIT.
The setup offers great flexibility on how and what products is to be shown.
The purpose of the availability check is to only show the user products that are available at the time of ordering to avoid orders on products that are not available. TRIMIT B2B Webshop offers the following methods:
- Inventory minus sold (from sales orders in NAV/TRIMIT)
Advanced Sales Integration
The Advanced Sales Integration has two general purposes; one is to increase performance in the shop, and the second is for the customer to validate the orders from the TRIMIT B2B Webshop before they become sales orders in NAV/TRIMIT.
With the Advanced Sales Integration, the sales documents are stored temporarily, and can be validated in the Portals Role Center.
No Lost Orders
The purpose of “No Lost Orders” is to keep the order even when the internet connection breaks. TRIMIT B2B Webhop is built to keep orders alive, when users drop out. The open orders are shown with a green frame, next time the user logs in.
The purpose of multiple languages is for the shop to be shown in the user’s language.
The Company may decide on which customers languages they want to focus on and by that also make sure that their TRIMIT B2B Webshop is translated and shown in these customers languages.
TRIMIT B2B Webshop registers the language of the user’s browser settings and displays the shop in the same language or falls back to English if the local language is not provided. The basic product related language texts are created and edited in NAV/TRIMIT.
All the TRIMIT B2B Webshop related language texts can be edited in the shop administration module. This release includes the languages of English and Danish.
Prices are maintained in NAV/TRIMIT and can be setup for specific customers, pricelists or general prices for all customers. Based on this setup the right prices will be shown related to the customer (user) that creates a sales order. It is possible to define two types of pricelists specifically for the TRIMIT B2B Webshop. The types are “suggested retail price” and “unit price”
The purpose of multiple currencies is that the user can see the prices in his own currency, based on the customers currency in NAV/TRIMIT.
Portals Role Center
The TRIMIT Portals Role Center includes the access to the Advanced Sales Integration, the Portals Messages and the Activity Log.
Best Practice layout
The TRIMIT B2B Webshop has a clear information structure, which makes it easy for users to navigate within the site and create orders.
Market investigations of B2B websites show that nearly all the UX principles for B2C also apply to B2B. The TRIMIT B2B Webshop is built to match B2B best practices and support B2B customers in their decision-making phases.
If needed, the graphical style can be changed to match the look and feel of a brand.
Order Type Selection
It is possible for a customer to select order types on B2B Webshop. In addition, when customer is creating a new order and has to choose order types – it is not a list of radio buttons, instead it is clickable images.
Composition and Care Label Information
Composition and Care Label functionality extends the item information on B2B Webshop.
In order to show the composition of the item, i.e. what fabric an item is made of, B2B Webshop has an option to show the item composition information. This information is displayed on the product details page. The Care Label functionality shows the way to handle item in regards to wash and care. This information can be displayed as pictograms or as a text.
Extended Texts for Products
B2B Webshop has a possibility to show extended product description on a product (masters and flat items) and category overview pages. It is possible to set a specific text for a product and then only choose which portals should show this text.
Furthermore, the extended text is HTML aware, so that it is possible to use basic HTML tags (e.g. type in NAV “… Text in bold…” and the text within the tags appears in bold font on portal) inside NAV and have it rendered accordingly on the portal.
Save Order as Order or Quote
The B2B Webshop has an option to choose which document is created, sales order or sales quote, when the order is submitted. After submitting on the portal, the sales document is landing in the Advanced Sales Integration table, after posting from which the document appears whether as a sales order or a sales quote. This depends on the portal profile setup in NAV.
The dashboard on B2B Webshop assembles all the needed for customer information in one place. It is a launch page for different activities. Dashboard for the B2B Webshop has the following areas: Shopping, Open orders, Overdue entries, Messages, News and My account.
Delivery Address Management
Delivery address management is made is such way to facilitate the customer in best possible way. This includes a number of NAV profile settings, which help to deliver customer a good user experience when creating an order. This includes possibility of using default delivery address, usage of direct consumer delivery address, possibility to make changes to delivery address on the final stage of the order creation process, possibility of choosing from several delivery address whether on initial or latest stage of order creation process and other.
Having multiple portals on the same instance allows sharing images across portals. There is no need to upload image to all portals. The B2B Webshop and SA portal are sharing images uploaded on the B2C Webshop. If you create a look book, it should be possible to reuse the same look bool with same images on other portals also.
The concept involves the definition and creation of a common repository, in which you can upload and align content for items and reuse it on several portals.
The Look Book functionality in TRIMIT Portals is a way to combine different garment items in a single look and show this look to the customer in order to stimulate customer to consider buying multiple items.
The Looks are grouped into Look Books. TRIMIT Portals can have multiple Look Books.
Show Last Open Order After Login
It is possible to bring customer’s attention to open orders on B2B Webshop. The open order, if such an order exists on B2B Webshop, is shown right after customer is logged in. This prevents from creating too many unfinished orders and allows keeping order in sales documents.
Edit Confirmation Email
It is possible to select different email address to send the order confirmation email to on the submit order page on the portals. The system identifies the email addresses from customer, delivery and user information and suggests email addresses, if they are available. Customer can specify any other email address to send the order confirmation to.
After the sales order is created and not payed for – the information is displayed for the customer showing the order number. This allows keeping track of unpaid orders and bringing this to customer’s attention.
Shopping list on B2B Webshop allows making quick overview of favorite products. Shopping list is always saved disregarding if customer logs out and logs in again – the list is still available. Shopping list does not reserve products on stock, so adding item to the shopping list does not affect item availability.
Price Differentiation on Matrix Cells
If a product has different prices for different variant combinations, i.e. larger size costs more than smaller size, then this can be reflected in product matrix on B2B Webshop.
Portals messages have a basic functionality, which allows sending text messages which can also include files. Messages can be sent only one way, i.e. from TRIMIT to Portals. B2B Webshop displays a list of received messages on a dashboard.
As a web shop owner it is important to push focus items and the TRIMIT B2B offers an intuitive and easy way of promoting items. Find focus items via the filtering system, sort the order of display by simple drag’n drop. The standard shop comes with different areas in which focus items can be promoted. The promoted items can be managed within the Soft Admin. This also embraces the following features: creation of the promoted items groups, set the time up to hours for the promoted groups, define placement and display type on the website as well as drag and drop items between the groups.
Show and Manage Availability Threshold
B2B Webshop allows hiding the actual item availability on the product page. Instead, the portals administrator can set a value to be shown with trailing “+” sign, meaning “more than certain amount”. In this way, the availability is shown in a more discreet way.
B2B Webshop has a feature of expanding and collapsing the categories and thus showing and hiding all the items.
Portals Drop Shipment
This feature gives a possibility to display available item variants depending on the item shipment date.