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| Hybris Features | Hybris Feature Capabilities | Ofbiz Standing | Gap | Comment |
|---|---|---|---|---|
B2B Organization Management | The Organization Management feature provides B2B customers with a self-service area to set up and manage their company. The B2B customer builds an Organization Structure to group their users who will interact with the B2B merchant in terms of permissions, rights and their hierarchy within the organization. It is flexible enough to allow for a wide range of company set ups from small and simple up to large and complex. The self-service area includes the following functions: | Supported ↔ | ||
| Business units | ||||
| Order permissions | ||||
| Users and user groups | ||||
| Cost centers | ||||
| Budgets | Not Yet ↓ | We might have delivered to few of our clients in various different context but need to properly understand what and how Hybris uses it | Should be planned in roadmap | |
| Order approval workflow | Supported ↔ | |||
B2B Spend Control | Cost Centers and Budgets - are added to the organization to group and manage expenditure, and therefore reduce the B2B customer organization's exposure to the B2B merchant. | Partially Supported ↓ | We might have already delivered it for few of our B2B customer (e.g Able) but not yet oficially packaged with Ofbiz solution | Should be planned in roadmap |
| Credit Limit - To protect their interests the merchants' Account Managers can define Credit Limits for or within their B2B Customer Organizations. They can assign multiple credit limits with a variety of currency and date-range options to their B2B accounts. After an order has been placed the Account Manager will receive a credit limit alert if an order has exceeded the assigned limit. Orders will be processed up the point the credit limit is reached, after which they will be directed to a holding area from which they can be released by the Account Manager. | Not Yet ↓ | |||
| Configurable Authorization and Workflows - Highly configurable workflow rules and authorizations ensure complete control over budgets. Administrators can easily assign levels of access (or permission) to a specific person or role. They can create and modify rules that allow users to access customized catalogs, place orders within a given budget and/or approve orders. (See also Order Approval feature, below.) | ||||
B2B Self-Service | In the online self-service area B2B customers can manage their quotes, track order history and use the order replenishment and scheduling capabilities | Not Yet ↓ | We might have already delivered it for few of our B2B customer (e.g Able) but not yet oficially packaged with Ofbiz solution | Should be planned in roadmap |
| For B2B customers who are company approvers, there is also easy access to managing order approvals. | ||||
B2B Customer Account Management | Self-service control over customer information such as delivery addresses, payment methods, and personal details from within the My Account area. Customers can manage details such as: | Supported ↔ | ||
| Updating personal details | ||||
| Updating account password. | ||||
| Editing / removing delivery address | ||||
| Setting a default delivery address | ||||
| Setting a default payment method | ||||
| Viewing order history. | ||||
B2B Quote Negotiation | The checkout page allows customers to request a quote for the order he is about to place along with a comment area to provide a reason for the request | Not Yet ↓ | Quotes can be created in Ofbiz in standalone manner and integrating it with order placement timing can be thought over | Should be planned in roadmap |
| A quote negotiation rights strategy in the back-end decides whether an order is eligible for quote negotiation. This strategy is customizable by partners and allows, for example, enabling B2B customers to request a quote if the total order value exceeds a certain amount. When quote negotiation is not available for the current order, the feature is not available on the checkout page | ||||
| When placing the Quote Request, the order is shown to the Account Manager on the merchant's side, so he can decide whether to offer a discount to the customer | Supported ↔ | |||
B2B Special Pricing | Order Replenishment - B2B customers can better manage routine ordering by using the automated stock replenishment capability | Supported ↔ | ||
| Re-Order - The same selection of products can be ordered based on a previous order | ||||
B2B Order Approval | Order Approval enables the manual validation and approval of orders placed by a B2B customer both on the customer and on the merchant side. Key components of this process include: | Not Yet ↓ | We might have already delivered it for few of our B2B customer (e.g. Able,Cabi) but not yet oficially packaged with Ofbiz solution | Should be planned in roadmap |
| B2B Customers have specific ordering permissions such as a monetary threshold per order. There are currently three such permissions. When an order is placed, if the order is within the scope of permissions, e.g. the order is less than the threshold, the order is automatically approved. If the order exceeds the permission, the order is placed in a pending approval state. Eligible order approvers are notified and must manually approve or reject the order. | ||||
| Order Thresholds can be defined on a per-order basis, or cover a time span of weeks or months. An optional permission to exceed the assigned budget can be given to specific B2B customers | ||||
| To provide customer approval for an order, a user must have the B2B Approver role. In addition, he must also have rights which define the monetary limits to which he can approve. The position of the B2B Approver in the hierarchy is used by the Customer Approval Process when finding the least senior B2B Approver permitted to approve an order. | ||||
| If the order exceeds the B2B unit's credit limit on the merchant’s side it requires additional approval by the assigned Account Manager in the hybris business tools | ||||
| The necessary permissions, thresholds and approver assignment on the customer side is managed by the B2B customer’s administrator(s) in the "My Company" section of the store front | ||||
| To view, approve and reject pending orders, the B2B Approver uses the Order Approval Dashboard via the storefront "My Account" section | ||||
B2B Order Management | All order management functions are easily accessible from the the My Account area, from which B2B customers have the ability to view their: | Partially Supported ↓ | We might have already delivered it for few of our B2B customer but not yet oficially packaged with Ofbiz solution | Should be planned in roadmap |
| Order history details | ||||
| Order status details | ||||
| And to manage their replenishment schedules or set up a new replenishment schedule | ||||
B2B Checkout | The Checkout allows the customer to complete their purchase of the items in their cart: | Supported ↔ | ||
| Due to the sensitive nature of the data provided by the customer to the storefront, the checkout section of the storefront should be accessed via a secure protocol (HTTPS). | ||||
| The B2B Checkout is simple and flexible, allowing for account or credit/debit card transactions, also allowing the optional entry of a Purchase Order number | ||||
| Customers can also request a quote on their order or set up the order as a replenishment order - all very efficiently at the point of checkout | ||||
| In the Manual Checkout Process existing customers are taken through a checkout process where they: | ||||
| - have the choice of paying onto their account or by credit card | ||||
| - choose a delivery location from those associated with the account or associated with the selected cost center | ||||
| - choose the delivery service required | ||||
| - enter a purchase order number | ||||
| - can setup the order for auto-replenishment | Not yet ↓ | In Ofbiz we support the the auto replenishment via different workflow but triggering it based on order can be thought over | Should be planned in roadmap | |
| - can request a quote on the order | Quotes can be created in Ofbiz in standalone manner and integrating it with order placement timing can be thought over | Should be planned in roadmap | ||
| Automatic Replenishment during Checkout: | ||||
| The order can be scheduled to replenish, as follows: - After X number of days - Weekly - Monthly | In Ofbiz we support the the auto replenishment via different workflow but triggering it based on order can be thought over | Should be planned in roadmap | ||
| It can also be set up at a later date in the Manage My Orders area |