I've set up a subaccount succesfully and that subaccount is now able, thanks to your code, to retain its own rules and discounts.
But now I'm trying to use the "Company Order Approval" function so that I can configure it to send an invoice to the customer from the subaccount [Reseller]. After testing it the customer of the reseller receives an invoice, but its still from the main account [Supplier].
Hopefully you are able to make it so that when a customer receives an invoice from a reseller, this is done on behalf of the reseller and not the supplier.
I do not fully understand the scenario here so I'd like to first ask for some clarifications:
I understand you are using subaccounts, with a parent account and a subaccount. Usually in our plugin subaccounts would be for example employees of the main account.
In your situation, the subaccount is a reseller, and you'd like the subaccount (reseller) to issue an invoice to the main account ?
I don't think the 'company order approval' feature can help with that. The company order approval feature is designed to be used in the example where the main account is for example the boss / manager of the subaccount, and they need to approve the subaccount's order before it is finalized.
For invoices are you using the PDF Invoices & Packing Slips plugin?
B2BKing does not really have a feature where a user can issue an invoice to another user.
Generally it would help if you can please give us more details about the scenario here / what you need to achieve, so we can think about the best solution and make a recommendation.
I can understand that it could need some more clarifying.
The owner of the webshop/Supplier wants the following.
When the customer (sub-account and end-user) makes an order, the customer should pay the reseller (parent-account) and the reseller should receive an invoice from the supplier.
The Supplier/owner of the shop, could have several Resellers and those resellers could have clients/end-users. So the client pays for the product without discount to the reseller and the reseller pays with discount to the supplier/shop.
(1) Subaccounts are not really built for this. There are a few different challenges here, such as having 2 different invoices on the same order.
I think using subaccounts this way could be doable, but it requires several different customizations. It is something can assist and advise on, but I don't think we can fully do this for you, as I think it involves a lot of custom work. Possibly you may need to implement:
- When a subaccount places an order, you may want to programmatically (automatically) create a 2nd order, with discount, between reseller and supplier.
- You would need to modify how subaccount order invoices are generated, to be generated based on reseller info not supplier info.
- You may want to hide / tag orders in the site backend, so it is clear which one is the reseller - customer order and which one is the supplier-reseller one
(2) If another approach was possible, I would suggest maybe looking at using SalesKing sales agent accounts: https://kingsplugins.com/woocommerce-b2b/salesking/ - if a reseller had an agent account, they could just create an account for each customer OR share an affiliate link with each customer, and the agent could earn a commission on each of their customers' order, e.g. 5% commission on their customers' orders (this commission would be the equivalent of the discount you mentioned).
This way the supplier would just have to settle the commission paid to agents (Resellers) at the end of each month / period. The supplier would invoice customers directly. I think it mostly achieves the same thing, but in a simpler way, but of course, it depends on your client's wishes.
Thank you for the info and sorry for only responding now. But unforeseen circumstances have caused some delays to this project.
I still have a few additional questions:
1. Can the reseller/agent see a monthly summary of their sales, including who they sold to and the commission earned? 2. Can the supplier get a monthly overview of total sales per reseller/agent and easily calculate the commission owed? 3. Is it possible for the supplier to easily send invoices to the reseller/agent for the owed commission? 4. Does the SalesKing plugin work alongside the B2BKing plugin to create a connection between the two, and if so, how does this integration work?
I would appreciate your insights on whether this is feasible and what might be needed to achieve it.
(1) Yes, the agent (reseller) can see all the orders they referred and their commission earned for each order.
(2) The site admin (supplier I think in this case), has access to a Earnings and Payouts tab that shows all sales, commissions, and there is a view of the total amount owed to each agent.
(3) There is no feature for these commission invoices by default. That would have to be handled manually or in a different way.
(4) B2BKing and SalesKing can work together and there are a few integrations between them. For example you can assign an agent to a specific B2BKing group, or you can create commission rules based on the B2BKing customer group. If you have any specific features you're looking for here, let me know.
Generally I think it is feasible, subject to your client's wishes.
My impression is that an 'affiliate' type setup makes more sense here, as all activity / transactions are on the same site (as opposed to the reseller having their own separate site).
Hi there,
I've set up a subaccount succesfully and that subaccount is now able, thanks to your code, to retain its own rules and discounts.
But now I'm trying to use the "Company Order Approval" function so that I can configure it to send an invoice to the customer from the subaccount [Reseller]. After testing it the customer of the reseller receives an invoice, but its still from the main account [Supplier].
Hopefully you are able to make it so that when a customer receives an invoice from a reseller, this is done on behalf of the reseller and not the supplier.
Kind regards,
Gilbert
Hello Gilbert,
I do not fully understand the scenario here so I'd like to first ask for some clarifications:
I understand you are using subaccounts, with a parent account and a subaccount. Usually in our plugin subaccounts would be for example employees of the main account.
In your situation, the subaccount is a reseller, and you'd like the subaccount (reseller) to issue an invoice to the main account ?
I don't think the 'company order approval' feature can help with that. The company order approval feature is designed to be used in the example where the main account is for example the boss / manager of the subaccount, and they need to approve the subaccount's order before it is finalized.
For invoices are you using the PDF Invoices & Packing Slips plugin?
B2BKing does not really have a feature where a user can issue an invoice to another user.
Generally it would help if you can please give us more details about the scenario here / what you need to achieve, so we can think about the best solution and make a recommendation.
Kind regards,
Stefan
Hi Stefan,
Thanks again for your reply.
I can understand that it could need some more clarifying.
The owner of the webshop/Supplier wants the following.
When the customer (sub-account and end-user) makes an order, the customer should pay the reseller (parent-account) and the reseller should receive an invoice from the supplier.
The Supplier/owner of the shop, could have several Resellers and those resellers could have clients/end-users. So the client pays for the product without discount to the reseller and the reseller pays with discount to the supplier/shop.
Hopefully there is a solution for this.
Kind regards,
Gilbert
Thank you for the clarifications,
(1) Subaccounts are not really built for this. There are a few different challenges here, such as having 2 different invoices on the same order.
I think using subaccounts this way could be doable, but it requires several different customizations. It is something can assist and advise on, but I don't think we can fully do this for you, as I think it involves a lot of custom work. Possibly you may need to implement:
- When a subaccount places an order, you may want to programmatically (automatically) create a 2nd order, with discount, between reseller and supplier.
- You would need to modify how subaccount order invoices are generated, to be generated based on reseller info not supplier info.
- You may want to hide / tag orders in the site backend, so it is clear which one is the reseller - customer order and which one is the supplier-reseller one
(2) If another approach was possible, I would suggest maybe looking at using SalesKing sales agent accounts: https://kingsplugins.com/woocommerce-b2b/salesking/ - if a reseller had an agent account, they could just create an account for each customer OR share an affiliate link with each customer, and the agent could earn a commission on each of their customers' order, e.g. 5% commission on their customers' orders (this commission would be the equivalent of the discount you mentioned).
This way the supplier would just have to settle the commission paid to agents (Resellers) at the end of each month / period. The supplier would invoice customers directly. I think it mostly achieves the same thing, but in a simpler way, but of course, it depends on your client's wishes.
Hi there,
Thank you for the info and sorry for only responding now. But unforeseen circumstances have caused some delays to this project.
I still have a few additional questions:
1. Can the reseller/agent see a monthly summary of their sales, including who they sold to and the commission earned?
2. Can the supplier get a monthly overview of total sales per reseller/agent and easily calculate the commission owed?
3. Is it possible for the supplier to easily send invoices to the reseller/agent for the owed commission?
4. Does the SalesKing plugin work alongside the B2BKing plugin to create a connection between the two, and if so, how does this integration work?
I would appreciate your insights on whether this is feasible and what might be needed to achieve it.
Kind regards,
Gilbert
Hi again,
(1) Yes, the agent (reseller) can see all the orders they referred and their commission earned for each order.
(2) The site admin (supplier I think in this case), has access to a Earnings and Payouts tab that shows all sales, commissions, and there is a view of the total amount owed to each agent.
(3) There is no feature for these commission invoices by default. That would have to be handled manually or in a different way.
(4) B2BKing and SalesKing can work together and there are a few integrations between them. For example you can assign an agent to a specific B2BKing group, or you can create commission rules based on the B2BKing customer group. If you have any specific features you're looking for here, let me know.
Generally I think it is feasible, subject to your client's wishes.
My impression is that an 'affiliate' type setup makes more sense here, as all activity / transactions are on the same site (as opposed to the reseller having their own separate site).