Introduction
This article is intended for the System Administrators and club employees dealing with preparing offers for corporate clients. It shows how to add a new company, which the club has concluded a contract with, how to prepare an offer that contractor's employees and their friends can join, and how to grant access to the B2B Portal to a contact person at the contractor's side.
B2B portal is not available for Australia and New Zealand.
Instruction
How to add a new company?
To add a corporate client, first you need to create a contractor for billing purposes.
1. Go to the: PGM -> Sales -> Companies -> Add Company
2. Enter the data of the company, which your club has signed the contract with. It will be the company name and the address to which accounting documents will be issued.
You need to fill in:
- company name,
- bank account number,
- address details,
- contact details.
How to add a new corporate client?
1. Go to the PGM -> Clients -> List of corporates -> Add new corporate customer
2. Enter the data and provide access to the B2B Portal.
Fill in the following:
- Name,
- Login - with this data the contractor's contact person will be able to log into the B2B Portal,
- Contact person data
- Contact e-mail - to this email address the invoices will be sent,
- Company- you have to add the previously established company here (step one above),
3. Check the boxes:
- Active,
- Can log in to the B2B Portal,
- E-Invoice - the invoice will be sent to the email address provided in the offer, if there is no such address, the contractor's address included in the offer will be taken.
After adding the corporate client, the link with the B2B Portal password reset link and the login link will be sent to the given contact e-mail. You must create System Rule with event 'Corporate account has been created' and 'Corporate password reset has been requested' according to this instruction.
How to add a new offer?
1. Go to the PGM -> Clients -> Corporate customers -> Offer for company
2. Fill in the data included in the contract:
- Name,
- Company,
- Valid from and valid to - on these dates the contact person at the company's side will have the possibility to add contracts defined in the offer,
- Payment plan - only one payment plan can be chosen and assign to the offer. Such plans, previously defined in the PGM configuration, will be visible as being attributable to club members on B2B Portal. Created payment plan must be Corporate Type.
- Parent club - the club, which club members will be assigned to.
3. Check the Agreement option and specify the contract conditions:
- Payment term,
- Period of notice of membership and offers,
- Administration fee - it will be added once each club member for contract transactions.
The offer prepared in this way allows the contact person on the contractor's side to add new club members to the B2B Portal.
Corporate Client Data Management
- In the List of Corporates tab, an overview of the newly added company's data is be displayed. From this level, all possible changes can be made.
- Logging into the B2B Portal is possible in List of Corporates tab, by clicking on the key icon at the end of the line next to a given company.
- The magnifier icon at the beginning of the line, allows to enter the details of the company, i.e.:
- Users - list of all club members added to a given offer with information about their contracts and dates,
- Documents - saved and generated invoices, and possibility of adding documents, annexes concluded with the company,
- Payments - information about the payments for the invoices issued.
- In case of lack of payments for contracts, there is a possibility of mass blocking of club members from a given company.
- Go to the PGM -> Clients -> List of Corporates -> Details (magnifier icon) -> Mass contract cancel.
Only the previously selected members, or all club members with a selected cancellation date and reason can be blocked in this way. There is also the option of batch cancellation of previously entered end dates.