B2B (debtors and contacts)
Product information "B2B (debtors and contacts)"
Highlights
Definition of debtors and associated contacts Automatic inheritance of delivery and invoice addresses from debtors to assigned contacts Different VAT Reg.No. possible for master data and addresses
Features
Set whether contacts are allowed to manage billing addresses and/or delivery addresses Customers can be defined as customers and contacts and a link can be created (several contacts can be assigned to one customer) Automatic inheritance of delivery and invoice addresses from the customer to linked contacts Plugin is compatible with the ACRIS plugins “Discount groups” & “Customer-specific prices”, whereby defined discount groups & customer-specific prices are also inherited from the customer to the linked contacts Individual UID numbers can be maintained for master data and addresses Define whether the addresses are billing addresses, delivery addresses or both Additional field ACRIS ERP customer number per customer & contact
Purpose of the plugin
Optimize your customer management in Shopware with our B2B debtors and contacts plugin, which allows you to define debtors and associated contacts. With automatic address inheritance of delivery and billing addresses from debtors to contacts, our plugin offers seamless and efficient management of your customer information.
Thanks to the compatibility with ACRIS plugins such as “Discount groups” and “Customer-specific prices”, customer-specific prices and discounts can also be automatically inherited from customers to contacts.
Furthermore, different UID numbers can be maintained individually for master data and addresses. You also have control over whether addresses are used as billing addresses, delivery addresses or both, or whether they should not be used.
The plugin also enables the precise management of billing and delivery addresses with the option to specify which contacts are allowed to manage them.
Application examples
- You want to define a customer for your customers where all addresses are stored and link contacts to them. The addresses should be automatically inherited from the customer to the contacts. This means that you only have to maintain the addresses for the customer.
- You want to be able to maintain UID numbers for different master data, e.g. individual UID numbers for delivery addresses and billing addresses.
- You want to enter a new customer in your system. With our plugin, you can not only create the debtor, but also easily add all relevant contacts to this customer, which enables efficient customer management.
- You are already using the ACRIS discount groups and customer-specific prices plugins. Our plugin offers seamless compatibility so that the defined discounts and prices are automatically transferred from the customer to the assigned contacts without any additional manual effort.
Using the plugin
After installing and activating the plugin, you will find the contacts address management in the admin area under Extensions > My extensions > Plugin B2B customers and contacts > ... > Configuration > Contact address management. Here you can define the sales channel, whether contacts can manage their own billing addresses and/or delivery addresses and where there should be UID numbers (master data and addresses).
These basic settings can also be made under Settings > Extensions > B2b reports/evaluations > Further settings. In addition, the reports/evaluations and time-controlled report tasks are available under Settings > Extensions > B2B reports/evaluations.
Under Customers > Overview > Select or create contact > General tab > B2B debtor / contacts section, an account can be defined as a debtor or, in the case of a contact, the appropriate debtor can be assigned. There is also the new ACRIS ERP customer number field in the Additional fields section.
Furthermore, in the Addresses > Edit address > Additional field “Make address available for contacts as” tab, you can define whether the address is a delivery address, billing address, both or whether the address should not be available.
| Bundle: | B2B Bundle |
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- Code optimization.
- Optimizes displaying of user data in the admin.
- Fixed error when trying to create a new address during checkout.
- Improved usability in the admin.
- Improved compatibility with other plugins.
- Improved compatibility with Shopware 6.7.5.0.
- Fixed rule condition issue where customer group selector was not clickable in debtor customer group and debtor group rules.
- Fixed admin CSS spacing issue by adding proper spacing between buttons after merchant registration.
- Improves plugin compatibility.
- Fixed customer filtering in the admin.
- Added missing methods hasCart() to CartService and getContentType() to ReportPdfRenderer for improved compatibility with Shopware core interfaces.
- Optimized admin.
- Fixed route duplication issue.
- Improved compatibility with Shopware 6.7.3.0.
- Improves plugin compatibility.
- Optimizes displaying of the order amount in pending and approve / reject orders.
- Password creation form for new users is now available for 90 days.
- Fixes an issue that the user order email address was also added to cc on custom recipient events when using plugin config "Use the email address of the Shopware user, even when employees place orders.".
- Fixes the issue on loading customer addresses for user.
- It is now possible to change the order email recipient via the plugin configuration.
- Optimizes creating of the user.
- Optimizes loading of the user addresses.
- Fixed icon compatibility with other plugins.
- Improved plugin compatibility with Shopware 6.7.1.0.
- Improved plugin compatibility with Shopware 6.7.1.0.
- Fixes association issue for customer.
- Improved plugin compatibility with Shopware 6.7.
- Fixed creation of roles in the storefront that they were only created with global scope.
- Fixed an issue when deleting a role that the user was deleted as well.
- All selection options for role creation have been optimized.
- Improved plugin compatibility with Shopware 6.7.
- Refactored permissions.
- Optimized snippets.
- Optimized admin.
- Optimized storefront.
- Improves plugin compatibility.
- Improved plugin compatibility with Shopware 6.7.
- It is now possible to add global roles.
- Users now inherit customer permissions.
- Credit balances are no longer displayed if the user does not have access to credit management.
- Changing the billing/delivery address can be disabled in the plugin configuration.
- Permissions can be changed via rules in the plugin configuration.
- Sorting of customer listings in the admin has been corrected.
- The customer overview page has been corrected when the address format had the company on first position.
- Fixed some permission issues.
- Added the ability to create reports in the administration.
- Added the ability to only show reports inside the administration.
- Improved compatibility with ACRIS Order specific addresses plugin.
- Improved compatibility of the address view in the storefront with Shopware updates and other extensions.
- Optimized admin.
- Optimized storefront.
- Personal number is no longer required.
- Fixed creating another user with the same email.
- Optimized email templates.
- Fixed not being able to recover password for users.
- Added new rule conditions for customer flags (B2B management)
- Fixed not being able to delete addresses.
- Code optimization
- Compatibility with Shopware 6.7.
- Support for the following languages: de-DE, en-GB, nl-NL, fr-FR, es-ES, fi-FI, nn-NO, sv-SE, cs-CZ, pt-PT, tr-TR, da-DK, it-IT, pl-PL, bs-BA
- Optimizes displaying of user data in the admin.
- Improves plugin compatibility.
- Improves plugin compatibility.
- Improves plugin compatibility.
- Optimizes displaying of the order amount in pending and approve / reject orders.
- Password creation form for new users is now available for 90 days.
- Fixes an issue that the user order email address was also added to cc on custom recipient events when using plugin config "Use the email address of the Shopware user, even when employees place orders.".
- Fixes the issue on loading customer addresses for user.
- It is now possible to change the order email recipient via the plugin configuration.
- Optimizes creating of the user.
- Optimizes loading of the user addresses.
- Fixes association issue for customer.
- Fixed creation of roles in the storefront that they were only created with global scope.
- Fixed an issue when deleting a role that the user was deleted as well.
- All selection options for role creation have been optimized.
- Optimized storefront.
- Improves plugin compatibility.
- Fixed order permissions for employees.
- Optimized storefront and order permissions.
- Optimized storefront.
- Optimized snippets.
- Refactored permissions.
- Optimized storefront.
- Optimized customer permissions.
- Optimized admin.
- Fixed plugin update issue.
- It is now possible to add global roles.
- Users now inherit customer permissions.
- Credit balances are no longer displayed if the user does not have access to credit management.
- Changing the billing/delivery address can be disabled in the plugin configuration.
- Permissions can be changed via rules in the plugin configuration.
- Sorting of customer listings in the admin has been corrected.
- The customer overview page has been corrected when the address format had the company on first position.
- Fixed some permission issues.
- Added the ability to create reports in the administration.
- Added the ability to only show reports inside the administration.
- Improved compatibility with ACRIS Order specific addresses plugin.
- Improved compatibility of the address view in the storefront with Shopware updates and other extensions.
- Optimized storefront routes.
- Optimized storefront.
- Improved compatibility with Shopware 6.6.*
- Optimized admin.
- Optimized storefront.
- Personal number is no longer required.
- Fixed creating another user with the same email.
- Optimized email templates.
- Fixed not being able to recover password for users.
- Added new rule conditions for customer flags (B2B management)
- Fixed not being able to delete addresses.
- Code optimization
- Improved compatibility with "Acris Order Approval"
- Improved compatibility with Shopware >= 6.6.10.0.
- Added new rule conditions for customer flags (B2B management)
- Fixed not being able to delete addresses.
- Code optimization
- Improved compatibility with "Acris Order Approval"
- Improved compatibility with Shopware < 6.6.10.0.
- Optimization of meta information for reports and scheduled tasks
- Fixes a problem when creating product reports.
- Fixes a problem when creating reports & scheduled tasks if no customer is assigned to the debtor
- Fixes a possible problem when loading the order completion page if B2B additional fields were not stored with the customer.
- Fixes the error on loading addresses for the customer in the admin.
- New plugin setting for debtor invoice address changes added
- Improvement in wordings
- Improved address management in the admin area for debtor and contacts
- Fixes a problem where the Scheduled Task was no longer executed correctly with Shopware 6.6.
- Fixed select field "Provide address to contacts as" styling.
- Fixed an edge case where the "Select Address" button was still incorrectly displayed.
- Fixes a problem with the date selection of scheduled tasks
- Added option to show ERP customer number in account page to plugin configuration.
- It has been fixed that the “Select address” button was displayed although no address could be selected.
- Adds new users & roles feature for customers.
- Fixes potential issues where the wrong customer name was used when replacing placeholders in addresses if multiple customers were assigned to a debtor.
- The placeholder "-" in the first and last name will be replaced in the storefront and during the order process in future. This increases compatibility with external payment providers (e.g. Mollie)
- Improved admin compatibility with Shopware 6.6.10.*
- Code optimizations.
- Improved compatibility of the admin view with Shopware 6.6.10.0.
- Add a summary display for the total amount of the generated report
- Fixed issue when creating a report due to required fields for a different report type
- Added missing column for customer's first and last name in generated report with file type PDF
- First and last name of the customer added as a column in the generated report with file type CSV
- Fixes an issue where the number range for customers was not incremented when a debtor was created directly from a customer group request.
- Fixed translation
- Optimization of meta information for reports and scheduled tasks
- Fixes a problem when creating product reports.
- Fixes a problem when creating reports & scheduled tasks if no customer is assigned to the debtor
- Fixes a possible problem when loading the order completion page if B2B additional fields were not stored with the customer.
- Fixes the error on loading addresses for the customer in the admin.
- New plugin setting for debtor invoice address changes added
- Improvement in wordings
- Improved address management in the admin area for debtor and contacts
- Fixes a problem where the Scheduled Task was no longer executed correctly with Shopware 6.6.
- Fixed select field "Provide address to contacts as" styling.
- Fixed an edge case where the "Select Address" button was still incorrectly displayed.
- Fixes a problem with the date selection of scheduled tasks
- Added option to show ERP customer number in account page to plugin configuration.
- It has been fixed that the “Select address” button was displayed although no address could be selected.
- Improves compatibility with "Customer Prices" and "Customer Specific Product" plugins.
- Fixes a problem with reports and scheduled tasks
- Fixes a problem when automatically adding a customer in the administration
- Optimizes displaying of user data in the admin.
- Improves plugin compatibility.
- Improves plugin compatibility.
- Optimizes displaying of the order amount in pending and approve / reject orders.
- Password creation form for new users is now available for 90 days.
- Fixes the issue on loading customer addresses for user.
- Optimizes loading of customer addresses for user.
- Optimizes creating of the user.
- Optimizes loading of the user addresses.
- Fixes association issue for customer.
- Improves plugin compatibility.
- Optimization of meta information for reports and scheduled tasks
- Fixes a problem when creating product reports.
- Fixes a problem when creating reports & scheduled tasks if no customer is assigned to the debtor
- Fixes a possible problem when loading the order completion page if B2B additional fields were not stored with the customer.
- Fixes the error on loading addresses for the customer in the admin.
- New plugin setting for debtor invoice address changes added
- Improvement in wordings
- Improved address management in the admin area for debtor and contacts
- Fixes a problem where the Scheduled Task was no longer executed correctly with Shopware 6.6.
- Fixed select field "Provide address to contacts as" styling.
- Fixed an edge case where the "Select Address" button was still incorrectly displayed.
- Fixes a problem with the date selection of scheduled tasks
- Added option to show ERP customer number in account page to plugin configuration.
- It has been fixed that the “Select address” button was displayed although no address could be selected.
- Adds new users & roles feature for customers.
- First and last name of the customer added as a column in the generated report with file type CSV
- Fixed an issue with downloading the report in the administration.
- Fixed an issue with creating reports and report tasks in the storefront.
- Optimizes assigning of the default billing and shipping addresses for the contact customer.
- Fixed select field "Provide address to contacts as" styling.
- Fixed an edge case where the "Select Address" button was still incorrectly displayed.
- Increases compatibility with the AcrisCustomOrderFields plugin
- Optimised german storefront snippets.
- Added option to show ERP customer number in account page to plugin configuration.
- It has been fixed that the “Select address” button was displayed although no address could be selected.
- Improves compatibility with "Customer Prices" and "Customer Specific Product" plugins.
- Added compatibility with AcrisOrderSpecificAddresses.
- Validation added to check whether the selected billing and delivery address, if it comes from the debtor, may also be used.
- Increased compatibility with the AcrisPersonalContact plugin
- Plugin compatibility with AcrisProductRestriction
- Optimised administration snippets.
- Fixed addresses not visible after removing debtor assignment from contact.
- Compatibility with Shopware >= 6.5.5.1.
- Added option to create a report about the purchases of all customers
- Layout adjustments
- General display of reports and scheduled tasks in administration
- Display of reports and scheduled tasks at customers/debtors
- Added logic for report tasks
- Added scheduled task to execute report tasks
- Form validation for report tasks
- Improved layout of reports in the account area
- Form validation for the reports in the account area
- Added new menu item for reports/evaluations in the account area for debtors
- Added new menu item for scheduled tasks in the account area for debtors
- CSV/PDF reports can now be generated, edited and deleted in the account area
- When a report is generated, an email is sent with the report attached
- Compatibility with Shopware 6.5.
- Fixed an edge case where the "Select Address" button was still incorrectly displayed.
- It has been fixed that the “Select address” button was displayed although no address could be selected.
- Validation added to check whether the selected billing and delivery address, if it comes from the debtor, may also be used.
- Added option to create a report about the purchases of all customers
- Layout adjustments
- General display of reports and scheduled tasks in administration
- Display of reports and scheduled tasks at customers/debtors
- Added logic for report tasks
- Added scheduled task to execute report tasks
- Form validation for report tasks
- Improved layout of reports in the account area
- Form validation for the reports in the account area
- Added new menu item for reports/evaluations in the account area for debtors
- Added new menu item for scheduled tasks in the account area for debtors
- CSV/PDF reports can now be generated, edited and deleted in the account area
- When a report is generated, an email is sent with the report attached
- Change of the plugin name and the manufacturer links.
- Fixed possible double VAT id field on registration page.
- Optimised creating debtor functionality when assigning customer group.
- Optimised assign/create debtor functionality in administration
- Removed opening of created debtor in new tab when assigning customer to a group in administration due to browser popup error.
- Added a button that simultaneously accepts customer to a group and assigns them to a debtor to customer detail page in administration.
- Fixes a problem when the URL contains a path.
- Fixes a problem with the plugin update.
- Correction of the last inserted rule for checking the additional field of the debtor or the customer.
- Adds a new rule where the debtor's or the customer's custom field can be checked.
- Compatibility with ACRIS discount groups and ACRIS customer specific prices.
- Admin optimisation for display b2b information for new customers
- Adds customer B2B import process.
- Allows you to set a ERP number for customer in Administration customer detail page.
- Optimized compatibility with ACRIS Price on Request plugin.
- Correction rule for additional fields of customer / debtor.
- Adds a new rule where the customer group of the debtor can be checked.
- Optimizes plugin image.
- Improves compatibility with Shopware >= 6.4.10.0.
- Fixes possible problems with the address selection in the ordering process.
- Added an option to hide Vat ID on address registration page.
- Type check refactor for all rules.
- Fixed type error for Customer Group Rule.
- Fixed old rules to check customer's debtor instead of debtor customer.
- Added a new rule to check if a customer or related debtor has a VatID registered.
- Optimizes reading of the debtor custom fields.
- Adds rule for checking the assigned custom field of the customer or the debtor if it's assigned to the customer.
- Fixes error in modal when trying to change address in confirm page
- Fixes issues with multiple debtor entries in customer listing
- Optimised plugin in administration
- Added new columns in customer listing with debtor details
- Increased plugin compatibility
- Optimised customer address list in administration if no addresses are found
- Optimised debtor status for customer in administration
- Optimised snippets in administration
- Optimised Debtor information display in administration
- Release
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The API documentation is available at: https://api-docs.acris.at/#d1b0fbdd-3764-40a9-9ce4-30c5f6e1d07f
