Many of our customers have company stores that allow both business and personal purchases – a dozen golf shirts for a trade show team and a ball cap to take home to the kids, as an example. With storeBlox CS, you can now control what payment methods are available based on the type of purchase a user is making.
Those golf shirts? Purchase orders or departmental budgets are fine. The ball cap? That one should probably go on a personal credit card. By specifying which payment types are acceptable for each purchase type with our new Shipping Validation Module, you can control which payment methods are available for each type of purchase.
Even better, because the module uses a custom field to define purchase types, there’s virtually no limit to the types of transactions you can create and control. Common usage might be “personal” vs. “business”, but you could also restrict payment methods to certain business units, etc.
Look for more great features this spring and, as always, let us know how we’re doing and what you’d like to see!
Let’s say you want to require approvals for certain payment methods in your company store – for instance, when a buyer wants to use a purchase order instead of a credit card – but the user account isn’t already in place. Previously, the only way you could enforce approvals on payment methods was to set up the buyers and assign approvers to them.
No more. Now with storeBlox CS, you can make any payment method require approval for any user at all – no need to set up user accounts and approvers. If you need specific users and assigned approvers – say, Jenny in Sales needs all her purchases against a marketing budget approved – you’ll still want to use the standard method. But if you just want to make sure that anyone who comes to the store and wants to use a purhcase order goes through an approval process, then this new feature is for you!
Need to control access to a set of products? How about restricting budget access to a pool of customers without having to choose each one individually?
Enhanced Group Management is here. Manage any payment method or product access model with groups. Create custom group registration landing pages so that any user visiting the page becomes a member of the group automatically upon registering.
Here are just some of the things you can do with groups now:
- Build custom “invite” pages with custom messaging. When a user visits this page, they view your custom message and automatically become a group member upon registering.
- Total control of product/category access. Got a public company store but you need to show special corporate-only products to your internal marketing staff? Maybe you have certain products only available to franchisees. Groups allow you to control product access any way you want.
- Assign payment methods and other privileges. Use groups to give pools of users access to specific payment methods and other special site features. Those franchisees that need to buy uniforms? Give them a budget or purchase order to use while hiding those payment methods from the general public.