Company Accounts for Magento 2

v4.0.0

Mageplaza Company Accounts - makes company purchasing process in your store extremely simple and straightforward. It enables customers to create company accounts, build a hierarchy within user roles and permissions such as placing orders. Let's boost up B2B purchase convenience and grow more orders for your store.


$149

60-day Money Back

Lifetime Update

365-day Support

Magento 2 Company Accounts for Magento 2.2.x, 2.3.x, 2.4.x

CE, EE 2.2.x, 2.3.x, 2.4.x

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Company Accounts

Company Accounts for Magento 2

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Company Accounts Pro

Company Accounts for Magento 2

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Leverage B2B Purchasing Experience and Boost Sales

Why B2B company purching activities are complicated?

Within a customer’s company, there are many roles that need to make purchases. They can be:

  • Separated groups with separated purchase plans
  • Different levels with different order placing permissions

For example, an event agency is running multiple projects at once. So each project team will have a different purchasing demand and plan.

What you can do for these B2B customers to boost satisfaction?

That would be super convenient if you can:

  • Allow certain company members to make orders for their own team
  • under sub-accounts/users
  • within one company account

Let's do this with Mageplaza Company Accounts for Magento 2!

Provide the best convenience to gain last-long customer loyalty

When you have pleased B2B customers with a well-organized and smooth-running company order system, last-long customer loyalty will come as a possible consequence.

As a result, the purchasing decision process within your customer’ organization will eventually be revealed.

When the customer data is already in your database, you can:

  • Approach the purchasing decision-makers a lot more easily
  • Upsell or cross-sell more effectively

Accelerate the B2B sales cycle and get more orders

IN THE PAST: With a default single-user account, one person may need to review all orders to make sure it makes sense.

NOW: With a clear-structured and highly-customized order system, users of different levels in the company structure can process the order a lot more quickly.

Gain more orders by providing a convenient company purchase experience

Create company accounts

Mageplaza Company Account allows any customer to create a company account in your store and add sub-users to that account. There is one admin who manages all sub-users and arranges levels of permission.

Unlimited number of sub-accounts per company

The company admin can:

  • Add an infinitive number of users to the account
  • Set a hierarchy of access with multiple Roles
  • Assigns the role to each user.

For example, roles like manager, supervisor, staff, sales representative, etc.

Smart Configuration of Access Level for each Role

Company admins can configure multiple rights that granted to each user:

  • Company information: view (can see “My Company” tab in “My Account” page); edit company information; receive notice when the company updated
  • Manage users: view; add; edit; delete and receive notice when user updated
  • Company orders: place, view, receive notice when new order placed, print order/invoice/refund, track shipment and reorder
  • Manage roles: view, add, edit, delete and receive notice when role updated

Admin can easily grant different access permissions for all users. At the same time, users at different levels can, for example, place orders when it’s not necessary to be approved by the admin or add a new user in case the admin is busy or offline.

Send automatic notification emails

Store admins can help the business customer to create a smooth flow of communication around the purchase activity by Automatic email notifications on significant events for B2B company accounts. For example:

  • Notify store admins when there is a new company account request
  • Notify accompany admins when there is a new role updated/ order placed
  • Notify company user accounts when it is added to or removed from the company account/ it has placed an order successfully

By doing this, you ensure a hassle-free group order activity in your store. At the same time, you will please more B2B customers and drive greater loyalty over time.

Limit the Order Amount and Quantity for better budget control

[SPECIAL FEATURE] With Mageplaza Account Company, your B2B customers can sweep away the worries about over-budgeted order amount by using Order Limits:

  • Maximum Amount that a user can place per order
  • Maximum Number of orders that a user can place (when the user reach the maximum order, he/she can only place more orders when the admin increase the value)

For example, the admin can set the maximum amount per order is $200 and the maximum number of orders can be placed is 10, for user Staff. Then this staff will place the order of the maximum amount of $200 and he/she can place only 10 orders until the admin allows more ones.

Easily manage companies in the backend

As a store owner, you can manage all company accounts with an intuitive interface in the backend. Merchants, you can:

  • Create/ edit/ delete company account
  • Edit the company account information
  • Assign a customer group for a company account
  • Add /Delete company users
  • Configure the automatic notification email templates

You will both easily manage all customers, craft suitable & appealing promotions, or upsell to your advantage based on the data collected from the purchase activities of customers.

Explore Company Accounts' more features

Pop-up editing

Speedily edit information on the frontend with a sliding pop-up

Unlimited company users

Your customers can add an infinitive number of users to the account if necessary

Auto approve for customer groups

Auto-approved company account request for certain customer groups

Compatible with One Step Checkout and PDF Invoice

Freely use this extension with One Step Checkout and PDF Invoice take advantage of the synergy

Maximum amount per order

Ensure budgetary control with amount limit per order for each user

Maximum number of orders

Better control the purchase activities with the maximum number of orders for each user

Full Company Accounts' Features

For Store Admins

General

  • Enable/disable the module
  • Allow which customer groups to request company creation
  • Enable/disable Auto approve the company
  • Enable/disable Auto approve for which customer groups
  • Enable/disable Require Sub-account confirmation when added to company

Manage company accounts

  • Select templates for email notifications for store admin, company account admin & users
  • Add/ edit/ remove company account
  • Active/ inactive/ reject company account
  • Add/remove company users
  • Edit company’s information
  • Edit company’s legal address
  • Choose the company administrator from company users
  • AChoose the customer group for each company
  • Add/remove company users
  • Add company for each customer in the frontend

Manage company admin notifications

  • Choose the sender
  • Enable/ disable Company Status Change Notification
  • Enable/ disable User Update Notification
  • Enable/ disable New Order Notification
  • Enable/ disable Role Notification
  • Create email templates for all email notification
  • Choose an email template for each email notification

Manage company user notifications

  • Choose the sender
  • Choose an email template for notification of Company Update/User Update/ New Orde/ Role Update

For Company Admins

  • Create a company account request
  • Edit company information: Name. Legal name, Email, Vat/Tax ID, Reseller ID
  • Edit company legal address
  • Add/ remove/ edit company users
  • Add/ remove/ edit user roles
  • Set up user role resource
  • Set the order amount limit per order for each user
  • Set the maximum number of orders for each user
  • View all orders
  • View company downloadable products
  • Set up user role resource
  • Set the order amount limit per order for each user
  • Set the maximum number of orders for each user
  • View/print invoices/ PDF invoices products
  • View/print shipment/ PDF shipments
  • Track order shipment
  • Re-order any order

For Company Users

  • Manage company information if allowed by admin: view/ edit & receive notice when company updated
  • Manage company information if allowed by admin: view/ edit & receive notice when company updated
  • Manage company order if allowed by admin: place/ view & receive notice when new order placed; print order/invoice/refund; track shipment; reorder
  • Manage roles if allowed by admin: view/ add/ edit/ delete & receive notice when role updated

FAQs

Mageplaza Company Accounts is one-time payment. We commit that there is no extra or hidden fee.

You can add unlimited users to the company account.

Yes, once you buy any of Mageplaza extensions, you’ll get free lifetime updates and free support for 365 days.

Yes, of course. You can install it like installing any extensions to website, follow our Installation Guide. Otherwise, you can purchase Installation Service option, our Magento experts will install on your website within 24 hours and resolve any issue arise during the installation.

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RELEASE NOTES

  • v4.0.0

    09 September 2020

    Initial release

  • v1.0.0

    08 September 2020

    Initial release.

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