How to use shared catalog in Magento 2
Shared catalog in Magento 2 offers robust features for sellers to customize pricing plans and manage them. However, only a few sellers comprehend how to use a shared catalog appropriately and efficiently. Therefore, our article today will give you instructions about some manipulation to utilize the shared catalog in Magento 2. Getting Started With Shared Catalog In Magento 2 Configure Catalog Price Scope Before activating other functions, you need to configure the catalog price scope to Global or Website Under Stores, you need to click Settings and then choose Configuration Then, you widen the catalog then choose a specific one and then expand the Price section Finally, you apply all your settings to your website by choosing the Website option. Create Shared Catalog In the Shared Catalogs grid, you need to choose to Add a Shared Catalog to start to make a new catalog Next, you type the name in the box and choose Custom Then, you need to choose a customer class to apply this catalog with transparent and easy-to-understand descriptions Finally, don’t forget to save your setting. Duplicate Shared Catalog You can also take advantage of the available share catalog instead of creating a totally new one by duplicating it. You need to access to Shared catalogs grid and select the record Then, in the Action column, choose General Settings and select Duplicate Then, like creating a new one, you need to add and modify (if necessary) catalog features and then save all of them. Set Price And Structure To set price and structure for your Magento 2 shared catalog, you need to go to Shared Catalog grids Next, choose a catalog in the list and click Set Pricing and Features To get started, you select Configure and then choose Product Finally, you need to type the price in the Custom price column to finish this step. Manage Shared Catalog There are two approaches to assign your companies to utilize the shared catalog. Option 1: Firstly, you can click Assign Companies in the Action column in the Shared Catalog area Then, the list of companies appears and you can choose a number of companies that you want to assign by clicking Assign Catalog button in Action column Then, save all your work to finish. Option 2: You may go from Customers to Companies then select a company that needs to be assigned Next, choose Edit in the Action column, scrolling down to access the Advanced setting and then you can assign companies based on customer groups. To add more products to your shared catalog, you need to choose Catalog and then select Products. In the Action column, click Set Pricing and Structure to decide on a specific shared catalog and then select the products to complete adding them. Sometimes, you may need to modify the general information of your shared catalog; click the General Settings in Action column and then you can update Name, Type, Customer tax class and Description. Solution for Magento community edition In case you are looking for a way to create shared catalogs for your not-so-B2B Magento store, you’ve come to the right place. GritGlobal’s B2B platform can help you manage company account hierarchically with custom pricing and catalogs. Your store will get a major transformation to automate even the most complex B2B order process. Discover the solution here: Conclusion With our instructions above, we believe that you are confident to get started, take advantage of the shared catalog in Magento 2, and enhance customers’ experience.
Proven hacks for effective B2B order management
The popularity of B2B eCommerce is on the rise. But for many businesses, it is not at all an easy thing to do when moving from offline to online stores. In order to satisfy this new trend, a streamlined B2B order management process is vital. Initially, you can totally manage B2B order on a spreadsheet. But if they start to increase, then you’ll want and need a more automated approach. As a matter of fact, this article will give you proven hacks for effective B2B order management. Standalone order management software (OMS). A combination of standalone order management software (OMS), an ecommerce platform, and separate accounting software is often the first step B2B businesses take to improve operational efficiency. OMS enables you to centralize your order data, often across channels. Meanwhile, the more advanced order management systems also include inventory management and reporting functionality. However, this type of setup falls short when attempting to integrate effectively with other technologies you may need. For example, shipping and fulfillment software and accounting systems. Comparing and correlating data across different departments takes more time and requires double data entry. Not to mention access to real-time data is nigh on impossible. Enterprise Resource Planning (ERP) software eCommerce Enterprise Resource Planning (ERP) software is the next most common approach for businesses to take once they’re experiencing the operational inefficiencies frequently associated with siloed data and systems. ERP systems span a wide berth of features from order and inventory management to financial management, purchasing, CRM, warehousing and logistics, and even as far as human resources and payroll. However, despite boasting a wealth of features, ERP software is often not tailored towards specific industries and business types. This means you may be paying for features you’ll never use or need, while potentially missing out on useful industry expertise and best practices. Furthermore, they are often complex systems to navigate and learn, while taking much longer to implement than other B2B technology. Retail and B2B operations platforms. Your third option — and one that takes the best of both of the previous options — is a specialist retail and B2B operations platform like Brightpearl. A retail and B2B operations platform has all of the main functionality you’ll need. These include financial management, inventory and sales order management, purchasing and supplier management, CRM, fulfillment, warehouse management, and logistics. Note that some features associated with traditional ERP software like human resources and payroll aren’t included. As these systems are tailored towards the unique complexities that retail, wholesale and B2B businesses represent, you can rest assured that your workflows governed by the system will adhere to best practices and provide you with the seamless buying experience that your clients are demanding. Furthermore, as they fit your business type and have a few features compared with traditional ERP systems. Most users launch with their new system within just 90 days on average; a third of the time compared with most ERP systems. Conclusion The article has given you some proven hacks for effective order management. Please check them out as they can not only save your time and prevent you from making mistakes. But also you can look at your order in a bigger picture to make a proper decision. Last but not least, if you are a Magento merchant, don’t forget to check GritGlobal’s B2B platform. Its advanced features and flexibility can ensure effective B2B order management for your store. Using an all-in-one B2B solution will reduce manual tasks, faster business processes, and drive customer satisfaction. Register for a demo here:
