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Commercial B2B

Module for Prestashop Commercial B2B

On this occasion we present a very useful prestashop module for B2B stores, Commercial B2B allows you to carry out commercial work from the frontend. The module allows changing customers from the front of our store, and placing the order with the customer’s account. We will also receive the order confirmation email in our merchant account when we place an order. We will have access to commercial statistics and much more. A very complete module for commercials in B2B prestashop stores.

DEMO ACCESS DATA

Backend

Frontend

Commercial all customers
Commercial with associated customers
Note: Demo data is reset daily at night.

INSTALLATION INSTRUCTIONS

-Download the module from prestashop addons.

-Go to the modules section, upload the file lx_commercial_v2.0.zip and install.

For versions 1.7.0.x – 1.7.1.x a hook must be included in the templates by default or in which it is being used. Below is an example with the basic theme and version 1.7.0. If you have a version equal to or greater than 1.7.2.x you will not have to perform this step.

Example of how to include the hook in the default template:

In some versions of prestashop, the displayWrapperTop hook is not available in the default templates, so you must add this hook to the default template or to the template you are currently using.

In the classic theme it will be put on the following two routes:

On line 50 we add {hook h=»displayWrapperTop»}


{**
* 2007-2019 PrestaShop and Contributors
*
* NOTICE OF LICENSE
*
* This source file is subject to the Academic Free License 3.0 (AFL-3.0)
* that is bundled with this package in the file LICENSE.txt.
* It is also available through the world-wide-web at this URL:
* https://opensource.org/licenses/AFL-3.0
* If you did not receive a copy of the license and are unable to
* obtain it through the world-wide-web, please send an email
* to license@prestashop.com so we can send you a copy immediately.
*
* DISCLAIMER
*
* Do not edit or add to this file if you wish to upgrade PrestaShop to newer
* versions in the future. If you wish to customize PrestaShop for your
* needs please refer to https://www.prestashop.com for more information.
*
* @author PrestaShop SA <contact@prestashop.com>
* @copyright 2007-2019 PrestaShop SA and Contributors
* @license https://opensource.org/licenses/AFL-3.0 Academic Free License 3.0 (AFL-3.0)
* International Registered Trademark & Property of PrestaShop SA
*}
<!doctype html>
https://addons.prestashop.com/en/seller-comment.php

{block name=’head’}{include file=’_partials/head.tpl’}{/block}

{block name=’hook_after_body_opening_tag’}
{hook h=’displayAfterBodyOpeningTag’}
{/block}

{block name=’notifications’}
{include file=’_partials/notifications.tpl’}
{/block}

{hook h=»displayWrapperTop»}

{block name=’content’}

{block name=’cart_summary’}
{render file=’checkout/checkout-process.tpl’ ui=$checkout_process}
{/block}

{block name=’cart_summary’}
{include file=’checkout/_partials/cart-summary.tpl’ cart = $cart}
{/block}

{hook h=’displayReassurance’}

{/block}

{hook h=»displayWrapperBottom»}

{block name=’footer’}
{include file=’checkout/_partials/footer.tpl’}
{/block}

{block name=’javascript_bottom’}
{include file=»_partials/javascript.tpl» javascript=$javascript.bottom}
{/block}

{block name=’hook_before_body_closing_tag’}
{hook h=’displayBeforeBodyClosingTag’}
{/block}

On line 56 we add {hook h=»displayWrapperTop»}

{**
* 2007-2019 PrestaShop and Contributors
*
* NOTICE OF LICENSE
*
* This source file is subject to the Academic Free License 3.0 (AFL-3.0)
* that is bundled with this package in the file LICENSE.txt.
* It is also available through the world-wide-web at this URL:
* https://opensource.org/licenses/AFL-3.0
* If you did not receive a copy of the license and are unable to
* obtain it through the world-wide-web, please send an email
* to license@prestashop.com so we can send you a copy immediately.
*
* DISCLAIMER
*
* Do not edit or add to this file if you wish to upgrade PrestaShop to newer
* versions in the future. If you wish to customize PrestaShop for your
* needs please refer to https://www.prestashop.com for more information.
*
* @author PrestaShop SA <contact@prestashop.com>
* @copyright 2007-2019 PrestaShop SA and Contributors
* @license https://opensource.org/licenses/AFL-3.0 Academic Free License 3.0 (AFL-3.0)
* International Registered Trademark & Property of PrestaShop SA
*}
<!doctype html>

{block name=’head’}{include file=’_partials/head.tpl’}{/block}

{block name=’hook_after_body_opening_tag’}
{hook h=’displayAfterBodyOpeningTag’}
{/block}

{block name=’product_activation’}
{include file=’catalog/_partials/product-activation.tpl’}
{/block}

{block name=’notifications’}
{include file=’_partials/notifications.tpl’}
{/block}

{hook h=»displayWrapperTop»}

{block name=’breadcrumb’}
{include file=’_partials/breadcrumb.tpl’}
{/block}

{block name=»left_column»}

{if $page.page_name == ‘product’}
{hook h=’displayLeftColumnProduct’}
{else}
{hook h=»displayLeftColumn»}
{/if}

{/block}

{block name=»content_wrapper»}

{hook h=»displayContentWrapperTop»}
{block name=»content»}

Hello world! This is HTML5 Boilerplate.

{/block}
{hook h=»displayContentWrapperBottom»}

{/block}

{block name=»right_column»}

{if $page.page_name == ‘product’}
{hook h=’displayRightColumnProduct’}
{else}
{hook h=»displayRightColumn»}
{/if}

{/block}

{hook h=»displayWrapperBottom»}

{block name=»footer»}
{include file=»_partials/footer.tpl»}
{/block}

{block name=’javascript_bottom’}
{include file=»_partials/javascript.tpl» javascript=$javascript.bottom}
{/block}

{block name=’hook_before_body_closing_tag’}
{hook h=’displayBeforeBodyClosingTag’}
{/block}

When this hook exists in the template, the customer selector for the commercial will show us as follows:

FIRST STEPS

Once the module is installed, a new section called Commercial B2B will appear, if we click on this option, three options will appear as shown in the following image:

At the end of the installation it will ask us if we want to go to the module configuration. If we click on configure, the options explained in the next section of Configuration will appear.

CONFIGURATION

In the configuration section there are only two options to configure.

1.- Send an email to the commercial at the end of the order :

If the option is activated when a commercial finishes an order, an email will arrive indicating that the order is placed (The same mail that the customer receives but addressed to the commercial)

2.- Return to the commercial account at the end of the order :

If the option is activated when a commercial finishes an order, it will automatically return to its commercial account, otherwise you will have to do it manually with the Return to Commercial CTA button. Note: If this option is activated, the summary of finalizing the order will not be displayed.

COMMERCIAL

From this section, we create and modify commercial accounts. When you click on this option, a list will appear with the existing commercials, as well as their various options.

CREATING A COMMERCIAL

Click on add new and we will get the following form:

Description of the fields:

FieldDescription
ReferenceOptional field in case we want to put a reference to the commercial
Associated accountCustomer account of the commercial. If it does not exist, we will create a customer with the commercial data as if it were a normal customer. Then we will select it from this drop-down to assign this commercial account.
ActiveIf it is activated or deactivated
Commercial for all customers?If this option is activated, the list of associated clients will not be taken into account. * (The list of associated clients only appears when modifying a commercial, it must be created and then modified in order to view it)

 

* IMPORTANT NOTE: Until the commercial is created we cannot associate individual clients.

 

MODIFYING A COMMERCIAL

When we click on modify in the commercial table, the module will allow us to modify all the data of a commercial. As it is already created, the Associated Customers option will appear. In this selector we can select the clients that we want to associate with a specific commercial. We can also filter by customer ID, Name and surname and Email.

Customers will be represented by Id-Name and Surname (email)

NOTE: If the option “commercial for all customers?” Is activated, the commercial can choose any client that exists in the database, regardless of the clients that are associated in the list.

 

ORDERS

From this section we can view the orders (as in the original prestashop list) and see if the order is associated with a commercial.

This list can also be exported to csv.

STATISTICS

From this section we can visualize and export in CSV the statistics of the commercials. Below will be a graph with the amount of sales per commercial. (The amount will always be without taxes)

Due to the prestashop structure, the date filter has been chosen in the native table itself. From the period column you can filter by date the statistics of the orders made by the commercials.

Statistics include number of orders, number of customers other than filtered orders, average order value and totals.

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