Managing Organisations
B2B - Organisation Group Management
Organisation group The Organisations Module is part of the B2B Suite. It will allow Marketplace customers / buyers to sign up as an organisation or company. The organisation will have an admin, who will be able to approve and manage the other ...
B2B - Configuring the Organisations Module
The configurations for the module can be found in Stores > Configuration > Omnyfy > Organisations. General Field Notes Active Automatically Automatically enables the organisation without needing Marketplace Owner approval if set to Yes ID Prefix Adds ...
B2B - Adding Organisation Attributes
An organisation can have multiple custom attributes that can be set up for capturing additional information if needed. The organisation attributes are created and managed in a similar way to Product and Vendor attributes. To create or manage an ...
B2B - Adding customers to an Organisation
There are 3 ways that a customer can be added to an organisation. Adding through the Admin as a Marketplace Owner Only the Marketplace Owner will have the ability to add customers in the back end. NOTE that they will need to be an already existing ...
B2B - Creating an Organisation via Admin
The Marketplace Owner can create an organisation in the back-end admin of the platform. NOTE: You will need an Administrator for the organisation - so you will need to have a registered customer already on the platform. 1. First, go log in through ...
B2B - Approving an Organisation
As a Marketplace Owner, you will be able to control which organisations are on the marketplace. You can simply set this in the configuration if Active automatically is set to Yes. This is found in Stores > Settings > Configuration > Omnyfy > ...
B2B - Organisation creation via Customer Registration
New Customer Registration Workflow When the B2B module is installed, the default customer registration process is then replaced with a customer and organisation registration process. The first step will be for the customer to first look for their ...
B2B - Organisations Overview
The Organisations Module is part of the B2B Suite. It will allow Marketplace customers / buyers to sign up as an organisation or company. The organisation will have an admin, who will be able to approve and manage the other employees of the same ...