Introduction

TradelinePro pays particular attention to the customer account as a central tool in B2B commerce.

This chapter describes how you can use TradelinePro to structure the relationship with your customers. It also shows you which tools you can put in the hands of your customers to deliver an efficient buying experience.

In a B2B context, the customer account is far more important than in classic B2C. The customer account is used, for example, to bundle different users from one organisation and to centrally manage their master data. Extended self-service features such as providing track & trace information and documents from the ERP give your customers convenient 24/7 access to relevant information and significantly relieve your customer service team.

In the following chapters, we describe the options TradelinePro offers to provide the ideal customer portal for your customers.

• An overview of the available account types shows the difference between personal user accounts and company accounts
• Customer groups help you structure your customers organisationally and/or commercially. Features in the shop can be differentiated based on the customer group.
• In the registration process you can define whether new customers must first be actively approved by you and which master data you wish to capture
• The customer account serves as a central cockpit for your customers and enables extensive functionality in the form of a B2B service portal. This includes providing an invoice and documents portal as well as customer-specific downloads

User types

• Guest users: users who visit the shop as visitors. These users have not yet identified themselves or signed in to the shop (registration or login)

• Registered users: these users have registered in the shop and are in an authenticated session. Their actions can therefore be attributed to a specific user account and organisation.