B2B in EasyBiz is for business customers who send you orders and pay you once a month, such as a hotel, a condo management office or a partner shop. Each of them is called an agent. You add agents in Settings › Sales Channels › B2B agents, give each one its own prices and order settings, and bill them in Sales › Invoicing with one invoice for the month's orders.
What is an agent?
An agent is a business that brings you orders and settles them together at the end of the month, instead of paying for each order at the counter. It could be a hotel that sends you its linen every day, an office that books regular cleaning, or a collection point or partner shop that passes its customers' orders to you.
For example, FreshFold Laundry washes towels and bedsheets for a boutique hotel. The hotel is an agent in FreshFold's EasyBiz. Every delivery is an order under the hotel, at the hotel's agreed rates. At the end of October, FreshFold issues the hotel one invoice for all its October orders.
What B2B helps you do
- Agreed prices for each agent: give an agent its own price list, so every order for that agent uses the rates you agreed. See Create an Agent Price List.
- Orders that land in the right place: each agent belongs to one of your business units, and its orders show in Sales › Orders like any other order. You can filter them by agent. See Track Agent Orders.
- Monthly billing without counting by hand: Sales › Invoicing adds up each agent's orders for the month. It works out what you charge from the agent's billing model: the full order amount, a percentage of it, or one fixed fee. See Bill Your Agents.
- A clear monthly invoice: each invoice prints your company details, the month's orders and how to pay, including a PayNow QR for the amount due. EasyBiz keeps every issued invoice as a PDF. See Customize the Monthly Invoice.
- Agents who place their own orders (optional): give an agent its own user, so its staff can create orders themselves. See Set Up an Agent User.
Where to find everything
| What you want to do | Where it is |
|---|---|
| Add and edit your agents | Settings › Sales Channels › B2B agents |
| Set an agent's prices | Settings › Catalog & Pricing › Price Lists › Agent Price List |
| See the orders an agent brought in | Sales › Orders, then the Sales channel filter |
| Bill your agents each month | Sales › Invoicing |
| Change how the monthly invoice looks | Settings › Library › PDF Template |
| Add your bank and PayNow details | Settings › Administration › Company |
Open the Agents page
- In the Console, click Settings (the gear icon at the top right).
- In the Sales Channels section, click B2B agents.
The Agents page lists your agents, with a search box, an Agent groups button and an Add Agent button. Click an agent to open its settings.
What's Next
Continue to Add an Agent to set up your first business customer.