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Customer Client Projects is available for 4.31+ sites. It must be enabled switched on by Commerce Vision. |
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Customer Client Projects lets your customers create orders that are linked tied to specific clients projects (jobs). Project start/end dates and a budget can be added. |
Customer Client Projects lets your B2B customers place and track orders for a against specific client jobs projects ('projectsjobs'). For example, if a site sells car parts, their customers, e.g., auto shops, can use this feature to keep track of parts ordered for each repair or servicing job. This makes it easy to keep track of
Use case: A customer of a Commerce Vision site selling office furniture fits out commercial premises. Customer Client Projects is enabled for them. They use it to manage items ordered for each fitout project. Each Project created includes their client's name, start/end dates, and a budget. As project items are bought, the budget is automatically re-calculated. At any time, they can go to the Client Projects Maintenance page to check what has been purchased for a project at any time. A customer user can add Clients and their Projects themselves on your website through the Client and Project maintenance pages. When placing an order, the user has the option of purchasing it for the project. Project details can be edited if needed.
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On this page:
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How it works
Every Project is linked to a Client. Your customer user can pre-add a Client and then a Project against the Client on your website on the Client and Client Project maintenance pages. Or before submitting an order at Checkout, in the Project panel, they have the option of adding it against an existing project or creating a new one
On this page:
toc.
If the user chooses to create a New Project, they can add a new Client first if needed.
Once the Project is linked, the user just submits the order the usual way. The submitted order is now linked to the Project. TIP - It is also treated as a normal order so the usual order notification emails are sent and it can be tracked in Order History.
Step-by-step
1. Enable Customer Client Projects
Once the feature is switched on for your site, Administrators can enable/disable it in the CMS.
- In the CMS, go to Settings → Feature Management → Content.
- Ensure Customer Client Projects is toggled ON.
Your customers will have access to Customer Client Maintenance and Project Maintenance. Links to these pages can be added to the Dashboard menu or somewhere on the home page .
Maintain Customer
Client MaintenanceClients
This page lets your customers manage their clients.
Maintain Customer Client
Project MaintenanceProjects
This page lets your customers manage their clients' projects.
2. Edit Display Options
You can edit the widgets that render the pages and functions of Customer Client Projects. Edit text for headings, fields and other labels.
- Customer Client Maintenance page - Maintain Customer Clients Widget, Customer Client Project Dialogs Widget
- Customer Client Project Maint page -Maintain Customer Client Projects Widget, Customer Client Project Dialogs Widget
- Checkout page - Order Project Selector Widget, Customer Client Project Dialogs Widget
Related help
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