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Product block (image, name, stock number, inventory, price, product characteristics, product quantity management buttons, button for adding product to the shopping cart, text block of information about delivery and payment)
Block with product description (available information about the product, descriptive part)
Block with product documents (certificates, instructions with a possibility to download to a local computer)
Novelties block (products with the Novelty attribute, a slider with 10 elements)
Block of recommended products (a slider with products (10 products maximum) related to the particular one)
Technical documentation (certificates of quality, instructions, documentation on assembly/care, etc.) is shown right on the product page. All technical documentation on the products is stored in the administrative part of the portal. The content editor may specify the products for which the downloaded technical documentation is applicable.
Capability of publishing the technical documentation available for downloading on the catalog pages.
Different units of measurement, number of items purchased
When the unit of measurement switches, the user is shown the relevant product price. A minimum number of item purchases may be set.
Feedback and ratings
The portal allows leaving feedback on the product and assigning a rating to it for further use, for example, ranging the products within the category.
Downloading additional photos, formation of 3D view
Additional photos may be kept in a separate structured storage. A 3D model of a product is formed on the basis of a sufficient number of photos
Assigning the price type to each customer agreement
The price for a particular user may depend on the following factors: region of order placement, legal entity (counterparty), agreement with individual prices per certain set of products.
In the case of a holding structure, the system allows price assignment for each structure organization. The data may be received from the ERP system if integration is configured.
The exchange rate adjusted on the platform level
The exchange rate may be set or exported automatically. The prices are automatically converted at the exchange rate on the current banking day.
Detailing individual prices on the shopping cart contents
After the shopping cart has been formed on the basis of the price type determined for the user, the mechanism of individual price detailing upon query to the customer's ERP system is formed.
Mass product management
This is implemented by adjusting the rules of working with products on the basis of their properties, and basic prices are not changed. Another price type may be applied in the shopping cart depending on the total cost of products.
For example, you could increase the price by 3% or change the availability for the entire line A, or manufacturer B, and in region С, among many other things.
The system allows storing customers' personal data in compliance with all requirements of Russian law. All forms of customer data collection contain references to consent to PD processing.
Two-level access - for company executives and managers
The system provides access to executives, who may look through the orders of all managers and make any necessary changes.
Capability for suppliers to get work from multiple legal entities (organizations)
The system allows creating a holding structure and providing products from multiple legal entities. The data is available to the customer when the order is formed.
Multi-level access with rights customization
Capability of customizing user status and providing access rights to particular sections or activities
Capability for the customer to accept work from several counterparties
The user may specify the counterparty "by default" on whose behalf they most often work and change the counterparty in the shopping cart, and the system will automatically apply the prices of the selected counterparty.
User's personal data
The user may change personal data independently or by informing the assigned manager.
Reference book of delivery addresses
The reference book is stored on the portal side. Bilateral exchange of delivery addresses reference book with the ERP system is possible
Creation of accounts for employees on behalf of the customer
The customer's employee with administrative rights can create accounts for their company's employees
Binding customers and managers
Managers are assigned to customers in the customer's accounting system or on the portal side.
Individual information on assigned counterparties is displayed in the manager's personal account.
A counterparty is a legal entity marked "Holding." One Holding may contain several legal entities to which the portal end users are assigned. The counterparties and the legal entities assigned to them are downloaded from 1C.
If the legal entity is not assigned to a particular counterparty, such a legal entity is automatically a counterparty.
Modern tools make it possible to automate and simplify the Company's interaction with its Customers as much as possible, thus reducing the load on its managers and making time for higher priority tasks.
Classic list of documents:
Bill for an order
Invoice and waybill for a shipped order
Request a reconciliation act for a month, quarter, year or any selected period
Agreements and additional agreements under which the Company and the Customer interact
The personal account allows you to see the list of invoices issued and download them in PDF format. Invoices can be generated automatically in the portal or downloaded to the portal from the accounting system.
Reporting documents (waybills, invoices) are generated in accordance with shipments of products under order. Documents are uploaded to the portal from the ERP system and displayed to the buyer in the relevant order shipment.
Detailed accounts receivable
The portal makes it possible to make a report by orders using the available financial relations data. The data is downloaded from the ERP system.
Locking new orders in case of payment delay
A limit can be set for each counterparty which, when reached, will make it impossible to place new orders until information confirming debt repayment appears in the system.
Schedule of payments
A payment schedule may be requested from the accounting system for credit agreements.
A request to prepare a reconciliation act can be generated in the personal account, which is subsequently downloaded on the basis of the accounting department's uploaded data (if integration with the ERP system is configured)
Ordering manually generated reconciliation acts
Acts can be ordered for certain counterparties. In this case, a request is sent to the e-mail address of the customer's designated contact, and the reconciliation acts are generated and sent manually by the assigned manager in the ERP system
Automatic product reservation
After an order is generated, the products are reserved to lock the inventory. The data on the order generated may be transferred to the accounting system to create a reserve in the offline trade sphere. This function is optional and may be disabled
Create several shipment requests for one order
The separation of shipments by one order has been implemented
Display counterparty orders not made in their personal account
Offline orders are uploaded from the ERP system and are available in the order history. Shipment documents are also transferred for these orders.
Making standard complaints
A B2B user can leave feedback about the order or write an address in any form through their personal account.
Applying for standard refunds
A B2B user can request a refund through their personal account by following step-by-step instructions.
Downloading price lists in excel or pdf
A user can take few simple steps to download a price list to their computer:
Select the relevant product category in the price list
Create a price list using the selected categories
Click on the download link in the preferred format (XLS or PDF).
Then, the user will receive a price list with personal prices and balances in the selected region.
User's personal information (company name, full name, phone, e-mail) with a link to the profile page
Information about the manager and assistant (full name, phone, e-mail) and the chance to ask a question (an "Ask a Question" button that opens a modal window where the user enters their question and sends a request to the assistant.
The assistant will receive a notification of a request sent to their e-mail (the email will state the name of the user and their question)
My Orders is a section with the user's active orders (orders that are not yet complete or have not been cancelled)
A page where a registered user can change their personal information. An official document in one of the following formats: XLS, DOC, PDF, JPG, PNG or BMP needs to be attached to change the information for a legal entity.
The list of all the counterparty's orders is displayed on the page. These may be online orders (placed on the portal) or offline ones (placed in 1C (integration) without using the portal). The type of each order is marked.The orders have identical fields and functions.
The user can see a list of products on this page that they have added to the favorites. The page displays products to authorized users only.
A product can only be added to favorites by an authorized user. The product is stored in the section until the user removes it.
Returning a product
The user can make a request to return a product on this page.
The user can send a request for the required documents.
The user can send feedback or a proposal for improvement or a complaint.
One of the typical processes when interacting with a B2B customer is assigning a personal manager to the Customer. When a B2B portal is implemented, the following features can be included in the Customer's personal account:
A personal manager's widget that contains personal information for convenience when communicated
The ability to quickly talk with a personal manager through the "Open Lines" tool.
The task of creating a user-friendly interface is typical not only for the client segment of the system but also for company employees.
The current level of development of online communication for managers working with the customers implies increased requirements for response speed, time and quality of information processing.
List of companies
The main page of the manager's personal account contains individual information on the counterparties assigned to him. A counterparty is a legal entity marked "Holding". One Holding may contain several legal entities to which the portal's end users are assigned.
Number of users who are legal entities
The company manager/assistant sees the users assigned to the legal entity selected on the previous page on the legal entity's user list page. The page displays a table with a list of users created on the portal and requests for adding users to this legal entity. Both lists are displayed as a table.
The table consists of the following fields:
User's full name
A manager can log in using the user's account, enable and disable accounts and automatically assign or remove them from a legal entity
User rights management
The manager may independently add a user for an existing legal entity on the portal:
Create a new user
Activate a user from a list of those that have filled out a registration form
Assign an existing user.
If the required legal entity is not on the portal, then the manager can add it to 1C and upload it to the portal. To activate a user from among those that filled out a registration form, the manager goes to the page with the legal entity's users and accepts the request by pressing that user's "Accept" button.
Upon acceptance or refusal of a request, a relevant notification is sent to the user's e-mail address.
In the history of executed orders, you can filter by order date and number and select the counterparty for whom the order was executed
Order status management
Order status is configured in the administrative part of the portal and synchronized with ERP system
Choice of consignees, delivery dates
Capability of choosing not only the method of delivery, but also detailed information on consignees, delivery date, and time
Capability of repeating the order
The order contents are added to the shopping cart. The user then executes the order in the conventional way.
Order division by customized criteria
The order may be broken down by terms of product delivery: first order - all products available at the selected warehouse, second order - all products needing to be delivered to the selected warehouse.
Reservation and delivery
The portal provides configured reservation of the product inventory by reserve term and order criteria (statuses).
Different product delivery statuses within a single order
Delivery statuses may differ for large orders that include a large number of different (including complex) items.
One-click order execution
The buyer can form a "quick order" from the shopping cart without filling in all details on the "Order Execution" page. If the buyer is authorized, the data of their organization "by default" is filled automatically; a non-authorized buyer can specify the phone number and e-mail.
The quick order will allow the user to create an order without going to the catalog. The user may download the file with products for downloading or order products by stock number. The user can change the quantity of each product.
The user can download the products in one of the two ways:
Downloading the list of products from Excel file using the template provided on the page; i.e. the user can download the file with the table instead of copying the table;
Finding the products by stock number - a search field where the user enters the product stock number with a comma. The products with matching stock numbers are added to the shopping cart.
Capability of saving the shopping cart contents in XLS format
The data from the shopping cart may be saved in the form of an XLS document with a possibility to print it out or save to the computer.
"Saved" shopping carts
You can save the shopping cart contents on the shopping cart page while you select the products and add them to the shopping cart. The saved shopping cart contents are displayed in the user's personal account. They may be deleted or ordered repeatedly.
Personal prices formation
Personal prices are available for activation in the shopping cart by list of products and are taken into account when the order is formed
Integration and performance
The complexity of implementation is due to a large amount of data transmitted between the ERP system and the portal, and non-standard business processes for large customers.
Typical composition of integrated systems:
Product Information Management - ERP-systems for stock list management;
Master Data Management - ERP-systems for prices and inventory management;
Order Management - ERP-systems for orders management;
Systems for interaction with payment gates;
Transport logistics management systems (including fulfillment);
The system allows downloadinig the data about trade classifier and products from the file in the relevant format (see the Annex).
Customization of arbitrary catalog structure
Capability of customizing arbitrary structure of the catalog, with the possibility to assign one product to several sections.
When a catalog is formed, you can specify that the product belongs to several product groups/sections of the catalog.
Customization of correspondences between 1C groups and B2B catalog (The mechanism of correspondence customization between 1C groups and B2B catalog)
An arbitrary directory tree is formed in 1C by customizing the correspondence between the stock list and the portal directory tree.
Types of prices
The types of prices are downloaded from the accounting system with reference to the region, customer, group of users.
Counterparties (legal entities)
Bilateral integration by counterparties is carried out on the portal side during registration of the new user/order execution, and on the part of the accounting system in event of the counterparty's data changing within the accounting system.
Information on the current balance of mutual settlements, credit limit, terms of debt repayment is downloaded to the portal from the accounting system.
Integration with the accounting system makes it possible to connect warehouse records with the data displayed on the portal.
Subsidiaries and regions for delivery calculation
The data on the delivery territories, means of transport used during delivery, and cost of delivery for relevant regions may be downloaded to the portal from the accounting system.
Agreements, addenda, etc.
Agreements and addenda formed in the accounting system / downloaded on the portal in the form of PDF documents may be displayed on the portal for users.
Integrations with CRM
The data on the orders and collected leads may be transmitted to Bitrix24 for further work of managers on orders in CRM.
Calculators of delivery companies for cost calculation
The cost of delivery for delivery companies is calculated by forming requests through API.
Services of delivery companies for viewing order status
When the order tracking number is filled in the administrative part of the portal, integration with delivery service functions is available to track not only the order status but also the postal item status.
Integration with email-out services is done by transferring the user's email to further form the database of subscribers on the third-party service. The data about the user's actions may also be transmitted to form "smart" mail-outs and trigger mail-outs using the means of the third-party service.
SMS sending services
Integration with SMS sending services allows registering the users, informing the users about changes in order statuses by phone number along with email.
The page response time should allow the Customers to work with the B2B portal conveniently. However, there are difficulties characteristic of B2B portals:
Number of products: tens/hundreds of thousand
Uploads from accounting systems contain a lot of data and are done frequently (updating prices and inventory);
There are more than a thousand product properties
The prices and inventory are recorded in different ways (availability in an offline store/at the warehouse and prices depend on the city/individual prices for the Customer).
All that comes along with fail-safe architecture for service maximum availability.
To make it convenient to collect orders at the warehouse, the capability of creating shipments (or division of one order into several ones) of product availability at a given warehouse was implemented. The warehouse sign is specified in the shipment.
Assignment of warehouses or counterparties to the region
At the stage of order execution, the system offers to choose a self pick-up warehouse correlated to a particular region.
History of orders
Display of detailed information on orders grouped by statuses, with indications of online/physical order, a possibility to look through the details and repeat the order.
Management of subsidiaries and branches
It is filled in the administrative part of the portal and displayed as information for the user on subsidiaries and branches in a particular region.
Individual price policies in regions
Filling of regional prices by trade stock list was implemented for each region on the basis of price types downloaded from the accounting system.
Relevant products availability in regional representative offices
The regional catalog of products is formed based on inventory downloaded from the accounting system.
Adaptation to multi-regional specifics
Multi-regional specifics are supplemented with contacts of managers assigned to regions.