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Set up cron
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Introducing the Magento 2 Company Credit extension
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B2B Company Credit for Magento 2 is a module to specify credit limit and offer credit as a payment method to selected customers, due management of customers' credit histories provided. Features and Highlights:
Business valueAheadworks B2B Company Credit extension for Magento 2 facilitates offering offering credit to encourage customers to speed up and increase the amount of their spending. Company Credit for Magento 2 allows individual and bulk offers to customers, groups and even companies they represent. The module helps tackle potential risks in offering credit by arranging accurate records of credit history and enabling updates to the limits and balances when need be. Selling on credit you state the stability of your business and stand up against the competition. |
Configuring Magento 2 Company Credit
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To configure the extension follow Stores > Configuration > Aheadworks Extensions > Credit Limit. The page suggests setting up three parameters of email notifications to keep customers updated on changes to their credit balance. The parameters come as follows:
A reminder on an update to a credit balance may look as follows: In the given example (default template) the text of the email contains an active link to take the customer to the My Account area on the storefront of the shop. |
On Backend
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Enabling Credit PaymentTo start working with the extension enable credit as a payment method in Stores > Configuration > Sales > Payment Methods. Find the Aheadworks Credit Limit payment method in the given list and unfold the section for configuration. The section suggests setting up the following parameters:
Once finished, click on the Save Config button at the top of the page to finalize the configuration. Though the newly configured parameters will be saved, the updates will come into force only on next scheduled cron update. A corresponding message will appear to notify on thereof.
Credit for Individual CustomersTo assign/adjust a credit limit to a customer, go to Customers > All Customers, find the customer in the grid and click Edit to proceed to the Edit Customer page. This is where the Credit Limit tab will appear available in the Customer Information block. The tab will feature three sections in the following fashion:
The Update Balance section is where you are able to make alterations to the customer's credit balance. This is where you account for the payback of the credit (when a bank transfer is received), amends or miscalculations.
Scroll down to the Credit (Balance) History block. This is where you can browse the history of the credit transactions for the given customer. The incoming payments will be in green color, the outgoing - in red. The history is aggregated into a grid, which supports pagination and filtering. The grid is made up of the following columns:
When the amendments are done, click the Save Customer button at the top of the page to save changes. Credit for CompaniesShould you have the Company Accounts module installed, the present extension will allow specifying credit limit to customer companies too. Go to Customers > Companies and select a company from the grid. Click on the Edit active link in the Action cell and proceed to the Edit Company page. Scroll down the page to find the blocks to manage the credit. The layout and the functionality will be the same as above. The only difference is that the Balance History grid will have an extra field - Updated By to tell the company member/customer to perform the transaction. We have separated the histories of credit transactions of companies and company members, when/if the latter were registered as individual customers in the store. In the example above John Doe used to be registered as individual customer in the store. Later the person was moved to a company profile, and made the admin of thereof. All transactions made by John Doe now belong to the company the person represents. Though, John Doe had made no credit transactions before joining the company, we are able to see the above information in his Customer Profile, within the Credit Limit tab. The grid will feature individual transactions, if any. The Update Balance section will notify on the customers' belonging to a group and will suggest to proceed to the Company Profile page for details on current transactions of John Doe, as a part of the company. Credit Summary GridTo view the summary of the credit balances as per all eligible customers/companies, go to Sales > Credit Limit by Aheadworks > Credit Summary (Balances). The page features a grid with the following columns:
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On Frontend
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At CheckoutThe B2B Company Credit extension for Magento 2 lists payment on credit as a payment method at checkout. Customers are to meet the following criteria to see Credit Limit/Company Credit as payment method on the list:
Should the above criteria be met the Cart page will look as follows: Picking up the Credit Limit (or whatever name was given to the method on the backend) the customer will be asked to type-in the number of the Order. This could be made up voluntary, though in agreement with the personal/company account documents and practices. Below the Purchase Order Number field customers will be notified on the available credit. Should there be insufficient funds on the customer's credit, a corresponding message will indicate thereof. Credit Transactions in Customer ProfileTo view all credit transactions, customers proceed to their profile on the store Sign In > My Account > Credit Limit. The page features a summary of the credit to estimate the balance of the credit, the credit sum available to the customer and the limit of the credit as set by the admin on the storefront. Alongside the above, the page contains a grid to showcase the history of credit transactions of the customer. The grid supports pagination and sorting, and comes as a set of the following columns:
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Integrations
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Company Accounts Install Company Accounts to enable credit limit specification to customer companies. One Step Checkout When One Step Checkout is installed, credit payment gets available on the enhanced checkout page. Payment Restrictions When Payment Restrictions is installed, Company Credit does not show credit in the list of payment methods in Stores > Configuration > Aheadworks Extensions > Payment Restrictions to avoid conflicts of restricting payments to customer groups. |
Uninstalling Company Credit
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Need Customization?
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