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Company Accounts for Magento 2

5
1 Review

Company Accounts for Magento 2

Current extension version: 1.0.0

Organize your B2B experience with customer companies getting structured representation on the store, clear role boundaries provided.

  • Parent-child hierarchy for company accounts;
  • Roles and permissions for child-accounts;
  • Visibility of orders, quotes and reward points within the company;
  • Changeable status of child-customers;
  • Integration with Reward Points, Cart to Quote, Store Credit and Refund.
$199
Triple the benefits! Buy 3 modules and save up to 15%
  • [M2] Company Accounts $199
    Edition
    Support period
  • [M2] Reward Points $349
    Edition
    Support period
  • [M2] Cart to Quote $199
    Edition
    Support period
  • -0%
    $199
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45-Day Money Back
Free Installation
90-Day Free Support
free lifetime updates
Companies Grid | Browse and edit company accounts here; change status of the accounts individually or in bulk.

Companies Grid

New/Edit Company Page | Enter account details, legal address, admin information and other notes.

New/Edit Company Page

Configuration | Choose a default Sales Representative and configure email notification on company account activity.

Configuration

Email Notification | Make use of the prearranged email notifications containing a clear message and an active link to the relative front/backend page.

Email Notification

Assigning Users | Assign or reassign users to company accounts with a few clicks from the Customers grid.

Assigning Users

Company Information Page | Browse and edit company information from My Account.

Company Information Page

Company Users Page | Add users to the company account, activate or deactivate users’ member-accounts.

Company Users Page

Roles Page | Browse and edit user roles here; add new roles.

Roles Page

Create/Edit Role Page | Indicate role permissions here with regard to monitoring company activity and operating company resources.

Create/Edit Role Page

Create/Edit Role Page | Indicate restrictions on operating company resources with regard to reward points and credit balance.

Create/Edit Role Page

Rewards Points Page | Company members collect reward points individually, but for mutual benefit.

Rewards Points Page

My Quotes Page | Company members may take part in price negotiations, due role permissions set.

My Quotes Page

Store Credit & Refund Page | Company credit balance is available to all company members, limitations on use set in roles and permissions.

Store Credit & Refund Page

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How Magento 2 Company Accounts works

B2B structure
Present Company as a whole, and its members - as indispensable parts with clear responsibilities and roles.
Ultimate control
Enjoy the visibility of hierarchy, enable or disable child-admins, set permissions to their roles and track their activity.
Vital integrations
Make use of some essential integration options to act as a company, all for one, to optimize orders and win negotiations.

How Magento 2 Company Accounts works

First and foremost, Sub-Accounts for Magento 2 makes B2B comfortably possible! Secondly, you get both Bs of the model at the same time. For merchants, it is easier to manage the accounts of companies, and project for higher sales as you can see a broader purchasing strategy of the partner. For customers - to stay organized within a sharp structure with apparent role boundaries, to act as one but lose no individuality, to always retain composure and feel the back of the colleague.

B2B comfortably possible

Account Setup
Company Accounts for Magento 2 is a simple, yet powerful solution for your B2C experience to seamlessly branch into B2B retaining the familiar look and touch.
features
Company 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.
Sharp hierarchy
Let clients create roles and establish permissions for account users, reflecting the sharp hierarchy of their company, nevermind the location of the workdesks 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.
Acting B2B
The Company Accounts module helps online vendors and their wholesale customers interact as brands, sophisticated engagement assured for best business-to-business practices.
features
Familiar experience
Registered company representatives experience the usual B2C functionality to make purchases, claim refunds, request for quotes and manage company account attributes.
Cart to Quote integration
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 and Reward Points
Integration with Store Credit and Reward Points extensions from Aheadworks further facilitates personalisation of B2B, and provides for common use of trade outcomes of individual merit.

Magento 2 Multi Users Accounts Detailed Feature List

Vendor ‘B’
  • Company account as a customer attribute;
  • “1 parent + multiple children” structure for company account;
  • Company registration on front and backend;
  • Company accounts grid;
  • Status for company accounts;
  • Choice of Sales Representatives for a company;
  • Choice of Company Group types for a company;
  • Reassigning users between companies.
Customer ‘B’
  • Essential attributes for a company account;
  • Infinite number of member-accounts for 1 company;
  • Customizable status for company member-accounts;
  • Customizable user roles and role permissions;
  • Company information and orders visibility to member-accounts;
  • Shared wallet, between member-accounts;
  • Shared discounts, between member-accounts;
  • Re-ordering option;
  • Notifications to admins on activities of company members.
Integration with Cart to Quote
  • Enabling RFQs for companies;
  • Shared management of quotes;
  • Permissions to access negotiations.
Integration with Reward Points
  • Total reward points balance for a company;
  • Permissions to view reward points;
  • Restrictions on spending reward points.
Integration with Credit Store
  • Total credit balance for a company;
  • Permissions to view credit balance;
  • Restrictions on operations with credit balance.
Need additional functionality
or futher customization of your products?

How Magento 2 Sub-Accounts module beat competition:

  1. Optimized workflow

    Built upon most common use cases, the backend interface of our extensions echoes clearly the actual administrative workflow.

  2. Quality code

    Constantly seeking ways for improvement, we write clean code, subject to timely refactoring.

  3. Thorough testing

    Effective quality assurance employed, our extensions are customizable, scalable and fully Magento 2 compatible

Tanya Poleshchuk | Head of Customer Care

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Tanya Poleshchuk
  • Reviews (1)
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Overall rating

5 of 5 stars

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narrok

Nov 13, 2019

awesome sub accounts extension

Module is incredibly feature rich and was able to replace multiple manual processes in our organization. Setting it up to meet your specifications will take some time, but it is worth it. Installation was a breeze and the documentation is surprisingly clear.

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