ingenious offers resellers the ability to calculate and order the company's products. Through the product configurators, all variants are made both technically and priced. As a special feature, with ingenious B2B, retailers are given a tool with which they can simultaneously create offers for their own end customers - based on the company's product offering, with their own sales price calculation based on percentage and absolute mark-ups. The retailer can print their own B2B offer containing their logo, contact details or even their own quote template.

 

The dealer portal is secured via login and password. The website can provide general information on the home page, e.g. with the company's news, a master data page, as well as an overview of the offers and orders of the dealer. In addition, additional individual pages can be inserted and external content incorporated, e.g. a Twitter channel or Facebook account.

 

Master data page in the B2B

 

On the master data page, the dealer sees the address saved for him. These 8 address fields can be printed on B2B offers. If the dealer has a different representation, e.g. If he wants a different order, he can modify the address fields here. These special Web fields do not overwrite the main contact record, but are stored separately in the database. See Contact web settings

Furthermore, the retailer can upload his logo here for printing on the B2B offer.

 

Via the menu, the dealer can call up all offers or orders created for him.

In the offer list, he has the opportunity to view individual projects (by double-clicking open) and, if necessary, to change or create a new offer. The dealer sees both the offers that he has created himself and those that a consultant has written in the local system.

Using the buttons to convert or finalize an offer, an offer can be converted into a binding order, depending on how the processes are defined in-house.

 

Quotation list in the B2B

 

When creating a new offer, the dealer can enter the address data of his customer, if he wants to send a B2B offer. There are 2 address fields available, the main address and a possibly different delivery address. In addition, he can assign a project name (commission) and insert a free text in the subject line.

 

Miscellaneous project data

  

 

Then the dealer inserts the desired items on the "Project items" tab and calculates the sales prices with his surcharges.

 

Item calculation in a quotation

 

If several variants are required for one article, eg different dimensions, the multiposition can be used for the entry. After selecting the article, an extra input mask is opened, through which the variants are recorded.

 

Multi-position entry in a B2B project

  

Once all items have been entered, the retailer can print the quotation once as a purchase offer and once as a sales offer.

 

Via the tab Send E-Mail he can also send the offer directly to his end customer.

 

Send B2B quote via email

 

 

Additional documents relevant to the project can be stored by the dealer via the file attachments in the database and retrieved at any time.

 

File attachments in the B2B quote

 

 

Dealer's own document templates

 

In the ingenious B2B web portal, specialist dealers can create quotes for their end customers.

These are printed using a predefined project template that is only individualized using its address data and logo.

 

Alternatively, a Microsoft Word template can be used, which can be individually designed by the specialist dealer.

The Word template is "filled in" when the document is created using the ingenious placeholders.

 

The Word template can be created in .doc, .dot, .docx or .dotx format.

 

The easiest way to create the basic Word template is to save an existing B2B project template as a .doc or .docx file using the "Save as" button .

 

Create a B2B Word template

 

This Word document then contains all necessary placeholders.

 

Word template for B2B quotes

 

The standard template that is to be used for the Word export as long as the individual specialist dealers has not saved their own template is loaded into the program settings / network / web server.

 

Load the Word export template

 

The template can then be made available for download in the B2B web portal.

 

After the individual adaption of the design, the cpecialist dealer then uploads a Word template for each quote and order via the B2B settings page.

 

Upload of the individual B2B Word template

 

On the detail page of a quote or order the button for the Word export is integrated in addition to the print buttons.

 

Microsoft Word Export for a B2B quote

 

The Microsoft Word program must be installed on the web server to create the Word documents.