A store for companies may require different rules than retail sales. Before the project it is worth to establish access to the offer, the way prices are presented and the process of agreeing orders.
Find out who sees the offer
Some directories are public, others require a counterparty to be identified. Save which information can be visible without logging in and which depend on agreed terms. Limitation should not only consist of hiding an item in the graphic design.
Prepare the scenario for the new client. If it needs access, it should know what information to provide and what will happen after notification. The empty login screen does not explain the rules for starting cooperation.
Describe the trade rules before programming
B2B sales may include packaging, individual conditions or orders requiring confirmation. The design should be based on the actual model of the company. Do not add all possible functions just because they appear in other wholesale stores.
For example, the product ordered in packages must have a clearly defined unit. The recipient should understand whether the given number concerns pieces, sets or packages. The same understanding must preserve the implementation system.
Distinguished purchase and query
If the conditions need to be agreed, call the action accordingly. The button sending the request for the offer should not suggest the conclusion of a complete order. Confirmation must explain the state of the case and the next step.
Before implementation, check:
- access to different types of counterparties;
- units and minimum quantities, if applicable;
- presentation of agreed terms;
- the manner of acceptance or clarification;
- the conformity of the data transmitted for service;
- contact with an unusual order.
Start with a representative group of customers
For a company from Warsaw operating contractors from different pilot locations, it can help to reveal language and process difficulties. Please agree on a group, test data and the way you collect comments. Do not judge readiness solely by the view of the administrator. client panel design i need for B2B customers.
