We have compiled a small glossary of the most important terminology for portal operators.
B2B Suite – the customer portal
| Terminology | Explanation |
| Portal | The 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 portal | The 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. |
| Customers | Customers can be edited and managed in the ‘customers‘ section. This includes the ability to invite new customers and to assign customer groups. |
| Customer groups | With 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. |
| Prices | Prices can be set as procurement prices, retail prices or fixed prices, or they can be defined via a product list. |
| Products | Products are assigned to individual categories/assortments. Products can be integrated into your portal using the ITscope catalogue or via product files. |
| Assortment | The 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 orders | Order conditions for customer portal orders can be defined in the B2B orders section. These are the order conditions for the end customer. |
| eServices | eServices generally refer to fully digital processes. Regarding the B2B Suite, this term relates to your digital order and/or procurement processes. |
| Price calculation | The 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 rule | A 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 tree | The category tree represents the structure of categories in your customer portal. Products offered in your portal are structured into categories and subcategories. |
| Category | Categories describe a part of your assortment where a certain type of product is assigned to. |
| Product selection | A 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. |
| Activities | Activities 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. |