We have compiled a small glossary of the most important terminology for portal operators.<\/p>\n\n\n\n
Terminology<\/strong><\/td>| Explanation<\/strong><\/td><\/tr> | Portal<\/td> | The portal <\/em>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.<\/td><\/tr> | Customer portal<\/td> | The customer portal<\/em> refers to the portal from the customer’s perspective, i.e. the portal where the customer’s employees are able to purchase products.<\/td><\/tr> | Customers<\/td> | Customers can be edited and managed in the ‘customers<\/em>‘ section. This includes the ability to invite new customers and to assign customer groups.<\/td><\/tr> | Customer groups<\/td> | With customer groups<\/em>, 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.<\/td><\/tr> | Prices<\/td> | Prices<\/em> can be set as procurement prices, retail prices or fixed prices, or they can be defined via a product list.<\/td><\/tr> | Products<\/td> | Products<\/em> are assigned to individual categories\/assortments. Products can be integrated into your portal using the ITscope catalogue or via product files.<\/td><\/tr> | Assortment<\/td> | The assortment<\/em> 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.<\/td><\/tr> | B2B orders<\/td> | Order conditions for customer portal orders can be defined in the B2B orders<\/em> section. These are the order conditions for the end customer.<\/td><\/tr> | eServices<\/td> | eServices<\/em> generally refer to fully digital processes. Regarding the B2B Suite, this term relates to your digital order and\/or procurement processes.<\/td><\/tr> | Price calculation<\/td> | The price calculation<\/em> 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.<\/td><\/tr> | Price rule<\/td> | A price rule<\/em> 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.<\/td><\/tr> | Category tree<\/td> | The category tree<\/em> represents the structure of categories in your customer portal. Products offered in your portal are structured into categories and subcategories. <\/td><\/tr> | Category<\/td> | Categories<\/em> describe a part of your assortment where a certain type of product is assigned to.<\/td><\/tr> | Product selection<\/td> | A product selection<\/em> can be available either locally or globally. The selection can be defined with a product filter, a product list or a product file.<\/td><\/tr> | Activities<\/td> | Activities<\/em> 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.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":" | 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 …<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"kbtopic":[191],"kbtag":[],"class_list":["post-1776","kb","type-kb","status-publish","hentry","kbtopic-glossary"],"_links":{"self":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/1776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/comments?post=1776"}],"version-history":[{"count":1,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/1776\/revisions"}],"predecessor-version":[{"id":1777,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/1776\/revisions\/1777"}],"wp:attachment":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/media?parent=1776"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtopic?post=1776"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtag?post=1776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} |