B2BAddressBook
A shared Company address book becomes a necessity if the company has shared locations wh products have to be delivered. Without a shared company address book, the addresses have to manually entered by every person from that single location. The more people manage the shipping address the more duplicate address records Magento will have. Also not to mention the possible typos and different ways to spell the address. (eg. “Dr” vs “Drive” vs “Dr.”, etc.)
This module implements the following features:
The “Company Address book“ entity added: it allows the company user to choose Company address on the checkout page as an order Shipping address
Company admin has the ability to define any Company user permissions (acl)
The “Company Address book“ sync: we sync address as Salesforce Account, the Company Account will be defined as “parent“ in the Salesforce
Requirement configuration before using B2BAddressBook:
Go to Magento Admin pane → Stores → General → B2B Features
Set 'Enable Company' to Yes for all Websites
Addressbook location (admin panel)
Addressbook modules add new grid where you are able to manage all available shipping locations
Go to Magento admin panel - Customers - Company Address Book
For the creation new Shipping location click on the “Add new Location“ button
“Company“drop-down allows you to assign created Location to a preferred company
Fill all required fields and click “Save Location“ button
Addressbook location is also available on Edit Company and Edit Customer pages
Go Magento Admin panel - Customers - Companies - edit company
Select Address Book tab
Address Book tab contains all Locations assigned to a certain company
When “Edit company” page opens “Active filters” is automatically applied to opened company
To create new Location on the “Edit company” page click “Add New Shipping Address“ button
In this case, “Company“ field is prefilled with the Edited company name
Go Magento Admin panel - Customers - All Customers - edit company user
Select the 'Company Address Book' tab
Company Address Book tab contains all Locations assigned to a certain company user
When “Edit customer” page opens “Active filters” is automatically applied to assigned company
To create new Location on the “Edit customer” page click “Add New Shipping Address“ button
In this case, “Company“ field is prefilled with the Edited company name
During creation order from the Admin panel Addressbook location are available in “Select from existing customer addresses“ drop down
Go to Admin panel - Sales - Orders - Create new order
Select Company user
Billing Address is Company Legal address
Shipping Address is Defaul Addressbook location
Addressbook location (Frontend)
Go to Magento Frontend and login as Company user
Click on “My Account - Company Address Book” tab
Company Address Book tab contains all locations assigned to the company user
To create new Location click “Add New Address“ button
During the creation of a new address or when editing an existing Company user is able to set the default shipping address
Click on Edit link next to preferred address
Mark the “Use as my default shipping address“ checkbox
Click Save Address
add some products to Cart and go to the Checkout page
If the Company user has a lot of addresses you can use “Search locations“ field
The billing address for the Company user is Company Legal Address
Go to Magento Admin panel - Customers - Companies
Edit company and select “Legal address“ tab
Company user permissions (acl)
Company admin is able to forbid new Addressbook location creation from Company users
Go to Magento Frontend and login as Company admin
Go to My Account - Roles and Permissions - create new or edit an existing role
Unmark checkbox next to “Edit location“ option
Save role
Login as company user
go to My Account - Company Address Book tab
Add new Address button and Edit address links are missing
“Company Address book“ synchronization
TNW_B2BAddressBookSalesforce module provides the ability to synchronize Address Book location as Account record in Salesforce Org
TNW_B2BAddressBookSalesforce module adds new configuration setting on TNW Config page
Location Configuration
Go to Admin panel - Salesforce - B2B and Customers - Location Configuration tab
Automated Synchronization - Enable automatic synchronization of Address Book location. If disabled, the synchronization still can be performed manually
Account Type - Value of the Type field to identify a Ship To Account.
Go to Admin panel - Customers - Company Address Book - click Add new Location button
provide all required data and click Save Location button
Location Saved Successfully. Records are being added to the synchronization queue. messages appear
Address Location will be automatically synchronized
Click on “Salesforce id” link
Salesforce Account page opens
Account Record Type is filled with the value selected in Account Type drop-down list
Parent Account field shows Company Account to which Address location is assigned
Address Location records synchronization could be performed manually
Select any Address Location record on Company Address Book page
Click Action menu - Sync with Salesforce
As a result, the selected record and all other records related to the assigned company will be added to Sync queue
Also Address Location records cold be synchronized from Company page and from Customer page
Go to Magento Admin panel - Customers - Companies - edit company - Select Address Book tab
Select any Address Location record on Edit Company page
Click Action menu - Sync with Salesforce
Go to Magento Admin panel - Customers - All Custoemrs - edit company user - Select Company Address Book tab
Select any Address Location record on Edit Company page
Click Action menu - Sync with Salesforce
Salesforce Account
Magento Admin user is able to synchronize Address Location Account to existing Account in Salesforce Org
Go to Magento Admin panel - Customers - Company Address Book
Click Edit link on Address Location record
Find existing Account in Salesforce Account drop-down list
Click Save button
Click on the Salesforce id link
Company Addressbook mappings
All data is synchronized to Salesforce Account according to the mappings
go to Magento Admin panel - Salesforce - Company Addressbook
Use Location (Addressbook) account to sync Order option
TNW_B2BAddressBookSalesforce Module adds the ability to choose what account to use for order synchronization
If Use Location (Addressbook) account to sync Order option is set to “No“, placed order will be lined to Parent account
Go to Magneto Admin panel - Salesforce - Orders - Order Configuration tab
Set Use Location (Addressbook) account to sync Order option to “No“
Go to Magento Frontend and login as a Company user
Add some products to Cart and go to the Checkout page
Select Shipping location and place order
Go to Magento admin panel - Sales - Orders
Click on Salesforce Order Id link - Details tab
Order Account is Parent account
If Use Location (Addressbook) account to sync Order option is set to “Yes“, placed order will be lined to Child account
Go to Magneto Admin panel - Salesforce - Orders - Order Configuration tab
Set Use Location (Addressbook) account to sync Order option to “Yes“
Go to Magento Frontend and login as a Company user
Add some products to Cart and go to the Checkout page
Select Shipping location and place order
Go to Magento admin panel - Sales - Orders
Click on Salesforce Order Id link - Details tab
Order Account is a Child account
Address Information on Salesforce
For Parent Account Salesforce Address Information tab contains only Billing Address information. The billing Address is synchronized from the Legal Address tab
Go to Magento admin panel - Customers- Companies
Edit company and select the Legal Address tab
Open Parent Salesforce Account and select the Details tab
For Child Account Salesforce Address Information tab contains only Shipping Address information. The Shipping Address is synchronized from the Address book location
Go to Magento admin panel - Customers- Companies
Edit company and select the Address book tab
Open Address Book id link and select the Details tab