Customer Client Projects

Customer Client Projects must be switched on by Commerce Vision.

Customer Client Projects lets your B2B customers place and track orders against specific client projects ('jobs').
Use case: A customer of a Commerce Vision site selling office furniture fits out commercial premises. They use Customer Client Projects to manage orders for each fitout project. Each Project created includes the client's name, start/end dates, and a budget. When an order is submitted against a project, the budget is automatically re-calculated. Some projects need several orders placed at different stages. At any time, the customer can go to the Client Projects Maintenance page to check what has been purchased for the project. Project details can be edited if needed.

On this page:

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.

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 .