Hero Tools' Inventory Manager Lucas George is working with the customer service and product teams to implement order-related features in Optimizely B2B Commerce. He plans to integrate B2B Commerce with Hero's ERP solution, but would like to understand how B2B Commerce's constructs work before Hero creates the integration. Together with team members Charlotte Kent (Customer Service Manager) and Elizabeth Osero (Product Manager), Lucas sets out to learn everything he can about Insite's shipping, payment, and advanced order features before the project begins.
The shipping engine is a B2B Commerce feature that manages how customer orders are packaged and sent. Connect B2B Commerce to live-rated services, use flat fees, or combine the two for a unique customer experience.
Hero Tools sells products in all shapes and sizes, from tiny, featherweight grinder replacement felt seals to table saws the size of a small car. All of these products need to be shipped, and Lucas is tasked with using Insite's order packager to determine shipping costs. Hero has three sizes of boxes it uses to ship products: Small (9"x9"), Medium (12"x12"), and Large (16"x16"). Lucas creates three packages in the order packager, entering the length, width, height, and weight each package can support. When a site visitor places an order, each order line is evaluated and placed into the appropriate package based on the product's length, width, height, and weight.
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PunchOut is a way for Optimizely customers' customers to integrate the B2B Commerce website into their procurement system. This allows them to continue using the procurement system's workflows, but still use the Commerce website for research and product information purposes.
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List Management allows registered website users to create personal buying lists, share product lists with other users, and create and share product lists editable by multiple users.
Hero Tools customer Barriston Engineering has multiple projects occurring on multiple job sites simultaneously. This can make it tricky for Barriston's procurement team to know which products to purchase and when, and where those products need to go. Charlotte speaks with Barriston's Head of Procurement, Daniel Anderson, and recommends Daniel introduce B2B Commerce's Lists feature to his team. Charlotte and Daniel work together to create lists for each job site, and he shares each list with the job site's approved buyers. Approved buyers at each job site can add products to their collaborative list, and Daniel can review and add a list to his cart and check out at his leisure, confident that he is purchasing exactly what that team needs.
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Activate Insite's Requisitions feature to allow customers to aggregate a list of products and purchase them all at once. This feature works in conjunction with the Requisitioner website user role to allow unqualified buyers to search for and request products, but not actually make a purchase.
Like Barriston Engineering, Hero Tools customer HL Homes has multiple housing projects running simultaneously. Since all the houses they build are very similar, HL purchases a large quantity of a narrow range of products multiple times a year. To save money, HL contacts Charlotte, looking for a way to place fewer orders and possibly receive a discount for purchasing in bulk. Charlotte speaks with Lucas and Elizabeth, as well as Barriston's Sales Rep, and recommends activating the Requisitions feature. HL's Administrator creates several Requisitioner users, and assigns all of them the same approver. Each Requisitioner user may add items to their cart, and submit the cart for approval. The designated approver collects the line items from all the carts and places one large order, receiving their requested bulk discount.
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Request for quote
Use Request for Quote, or RFQ, to allow users to ask their company sales rep for a price or discount on one or multiple products. Products can be flagged as RFQ Required, or users may request a quote on any products they wish.
Hero Tools recently began experimenting with a new line of table saws. These saws are comprised of multiple configurable options, such as table size, drive belt system, storage drawers, product warranty, and the blades themselves. Because the saws have so many selectable parts at so many different price points, Elizabeth determines it would be best to create one table saw record with the configuration options listed, and marks the item as Quote Required on its Details finger tab. This way, users interested in the saw must request a quote for the item before they can purchase it, allowing their Hero sales rep to reach out and make sure they receive a table saw that is configured to their exact specifications.
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