Customer Client Projects is available for 4.31+ sites. It must be enabled by Commerce Vision.
Customer Client Projects lets your B2B customers place orders for a specific client jobs ('projects'). 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 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 an existing project or creating a new one during Checkout.
On this page:
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 .
Customer Client Maintenance
This page lets your customers manage their clients.
Customer Client Project Maintenance
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
