Glossary – terminology

Last modified: 28. September 2020

We have compiled a small glossary of the most important terminology for portal operators.

B2B Suite – the customer portal

PortalThe portal is a personalised procurement environment that you make available to your customers. Any number of portals can be created and these can be managed independently of each other.
Customer portalThe customer portal refers to the portal from the customer’s perspective, i.e. the portal where the customer’s employees are able to purchase products.
CustomersCustomers can be edited and managed in the ‘customers‘ section. This includes the ability to invite new customers and to assign customer groups.
Customer groupsWith customer groups, you can assign a price calculation, order condition, product range and category (category tree) to customers managed by you. The customer group is a level above customers. Without a customer group, no customers can be invited.
PricesPrices can be set as procurement prices, retail prices or fixed prices, or they can be defined via a product list.
ProductsProducts are assigned to individual categories/assortments. Products can be integrated into your portal using the ITscope catalogue or via product files.
AssortmentThe assortment refers to the product range in a portal that can be accessed by a customer group. It can consist of any number of product selections.
B2B ordersOrder conditions for customer portal orders can be defined in the B2B orders section. These are the order conditions for the end customer.
eServiceseServices generally refer to fully digital processes. Regarding the B2B Suite, this term relates to your digital order and/or procurement processes.
Price calculationThe price calculation allows you to determine and set margins. It consists of one or more price rules and can be assigned to one or more customer groups.
Price ruleA price rule specifies the pricing of a certain group of products. Price rules can be applied at manufacturer, supplier and product level as well as a combination of these levels.
Category treeThe category tree represents the structure of categories in your customer portal. Products offered in your portal are structured into categories and subcategories. 
CategoryCategories describe a part of your assortment where a certain type of product is assigned to.
Product selectionA product selection can be available either locally or globally. The selection can be defined with a product filter, a product list or a product file.
ActivitiesActivities visualise your customer’s recent working steps in the portal. This allows you to see what your customer is currently working on, meaning active support can be given.
Was this article helpful?
Dislike 0
Views: 61