Proposal For B2B Website: Partner – Customer Relationship

Proposal Summary

This proposal covers the development of a SuiteCommerce website where partners/customers can purchase items for their customers using Quote creation. After the approval from the end-users (customers of partners) they can make it sales order.

Requirement 

 This proposal covers the implementation of a SuiteCommerce website where partners/customers can purchase items for their customers using Quote creation. After the approval from the end-users (customers of partners) they can make it sales order. 

The partners are the customers on the website who can login to the website and create quotes. 

Once the quote is approved from the backend (NetSuite), the partner can review and place the order for their enduser from webstore.  

Pre-requisite 

 

As we are going to develop an SCA website we need a NetSuite account with staging domain, necessary roles and permissions. 

The UI of the website will develop to match with Starlink theme. 

These are the available base themes in SCA. 

 

 Summit: https://summit.suitestore.us/ 

 Horizon: https://horizon.suitestore.us/ 

 Posh: https://posh.suitestore.us/ 

 Threads: https://threads.suitestore.us/ 

 Manor:https: //manor.suitestore.us/ 

 Bridge:https: //bridge.suitestore.us/ 

Deliverables 

 

Partner-Customer Order Process 

 

In SuiteCommerce Standard or SuiteCommerce Advanced webstore we have some default functionality. 

Starlink have many partners and end-users. In NetSuite, both are created as customers. 

Each partner can choose any customer and the customer can buy the product from any partner. 

  • The partners are the customer who can login to the Starlink website using the credentials. 
  • The end users are the customers of the partners. 
  • The quote is created by the partners from the webstore. So, the quote is created for partners, and it can be approved from NetSuite.  

The working will be as follows. 

  1. The Partner is a customer of Starlink website and can login to the website with the credentials. 
  2. After selecting the item from webstore, the user can create Quote from webstore. 

The ‘Request a Quote’ button is available at the header and PDP page. 

Header 

 

PDP 

 

  1. On the quote Request page, the user can select the shipping address. The partner needs to select the shipping address of their enduser if the item needs to ship to the enduser.  
  2. The partner can create new and edit the shipping address from the quote request page. 
  3.  
  4. We can include a custom section on the page to allow the partner to pick the enduser for whom the quote is being created. A drop-down list with every end user can be displayed. 
  5.  
  6. If the partner wants to add a new enduser, we can add an option to create a new customer from the webstore. For that we can add a new button or link ‘Create New End User’ to show a registration form on a popup or new page. After submitting the registration form, a new customer (Enduser) will be created in NetSuite. Then the user can select the new customer from the list. 
  7. After submitting the quote request by the partner from the webstore, a quote record will be created in NetSuite. 
  8. An email will be sent to the partner with quote information once the quote is created in NetSuite.’ 
  9. In the quote record all the details will be saved such as partner, enduser ,items etc. The ‘End User’ field will be the partner and the end user will be set on a custom field named like End Customer. We will use a custom form for the quote record with required fields. So, the name of the field can be set as we required. In the custom form, the ‘End User’ will be named as Partner, and we will be creating a new custom field for the ‘End User.’ 
  10. All the quotes of the partner will be listed in the my-account page of the website. 
  11.   
  12.  Once the quote is approved from the NetSuite, it can be review and place the order from the website. 

– By default, the payment methods available are credit card and invoice.  

– The partner can add new or edit the billing address from the review page. 

– The shipping address displayed will be the same the partner given while creating the quote. It can’t be edit or update while reviewing the quote. 

Shipping Method

The shipping method will be based on the shipping address. The available shipping methods on the website can be setup in NetSuite.  

The shipping cost will be based on the shipping method. 

 

Note: The shipping method requirements are not considered in this scope

SuitePrmotions 

 

NetSuite have Suite Promotions which become auto apply based on the criteria. The promotions available are. 

       1. Item promotions that give percentage or currency amount discounts on items. 

Eg: 25% off any Item A; Buy One Get One (BOGO); Buy Item A and get Item B at half price. 

        2. Fixed price item promotions that give items for a fixed discounted price. 

Eg: Any Item A for $9.99; Buy Item A and get Item B for $9.99. 

        3. Order promotions that give percentage or currency discounts at the order level. 

Eg: 20% off your order. 

        4. Shipping promotions that give your customers free shipping on specific shipping methods. 

Eg: Spend $100 or more and get free shipping. 

        5. Free gift promotions that give your customers an item for free. 

Eg: Free gift Item A automatically added to your cart, when you spend $20 or more. 

 

Note: The Promotion requirements are not considered in this scope. 

Assumptions 

 

  • The implementation of adding Partner-Customer Order Process feature will be initiated after the Basic SCA setup. 
  • All the items and categories need to be import to the new domain. 
  • The existing customer, accesses and permissions need to be setup in the account. 
  • The shipping methods, payment methods, and promotions used are the defaults available on the SCA website. – The customization is not considered in this scope. 
  • Starlink will provide the domain name, the SCA setup will consider in the SCA implementation process. 

Queries 

 

Can a partner register from website? Is there any form to register or can we use the default SCA registration form which requires a name, mail, and password.

Limitations 

 

In the quote record, the ‘End User’ field will be the partner and the end user will be set on a custom field. The shipping address needs to be set during quote creation and that should be the Shipping address of the Sales order as well and that cannot be changed while order creation. The address list is same for Billing and shipping so the partner can choose the shipping address when creating the quote and the billing address when creating the order. 

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