B2B Unit-Level Orders
The unit-level order feature extends the functionalities of the B2B Commerce Organization for composable storefront with a special B2B right to view the orders of colleagues within the same organizational unit and its descendants.
The pages in this section describe various aspects of the unit-level orders feature from a business user's perspective.
For more technical information, see B2B Unit-Level Orders in the Storefront Development Guide.
Rights Management
As an Administrator, you can manage the right to view unit-level orders through the Rights and Roles assignment panel.
B2B Admin can freely assign and revoke the right on the My Company page, through the Units or Users tile. Regardless of the workflow, only the rights of individual users can be edited.
Assigning the Right to View Unit-Level Orders
If you have the role of B2B Admin, you can manage the right of view-only access to unit-level orders.
Context
If some members of your organization need access to extended order information so that they can display the history and details of their colleagues' purchase activities, you can grant them a relevant authorization through My Company page. You can also revoke the right at any time if it's no longer needed.
The following procedure starts from the Units tile, but you can also proceed in a similar way if you select the Users tile as your starting point.
Procedure
- Sign in to the storefront by providing your B2B Admin access credentials.
- Select
My Account 
My Company
. - Choose the Units tile to display the list of all units.
- Select a business unit for a user to whom you want to grant the right.
- Select the Roles and Rights link next to the user's name to access the assignment panel.
- Mark the View Unit-Level Orders checkbox in the Rights section to assign the right.
- Confirm your choice by selecting Done in the upper right-hand corner.
Results
You've successfully assigned the right to a selected user and a new authorization is displayed on mouseover of the user's name. The assignment is also visible from Backoffice where the user is added to the unitorderviewergroup.
Order History
Unit-Level order history makes it possible for authorized B2B users to access order history records in the organization. Such users exercise the access right within the limits of their main unit and child units that form a separate organizational branch.
Overview
In order to access the history of unit-level orders for a B2B unit and its subunits, a user must log in to the storefront first. Following a successful authorization, the user with a valid access right can view two additional navigation items: one in the top navigation bar, and one in a drop-down list under My Account. This extended view covers personal orders of the user themselves, as well as orders submitted by their peers in the same B2B branch.
Unauthorized users who try to access the history of unit-level orders get a message about insufficient permissions and can't proceed.
To accommodate different buyer and unit data, the Order History page for unit-level orders includes two extra columns with data attributes: Buyer (full name and email) and Unit (name).
Filtering
Order history comes with free-text search using two single-select filter fields that are connected by logical AND. The two filters let the user narrow down the list of results to a specific buyer and unit, or both. Following an input of even a single character in any of the fields or both, the user must explicitly trigger a database query with the Search action button. The search functionality also works with one of the common wildcard characters in SQL, namely the percent sign (%).
Search results are returned with the total result count and the range of order records that show on a page. Pagination is supported for longer lists with the default value set at five orders per page.
For a new search, the user clears the input fields and resets a result table by selecting Clear All. In a mobile view, the new search experience is additionally streamlined with a list of applied filters, so that the user always knows their previous selections, regardless of limited screen size.
Sorting
Regardless of the use of filters, you can sort all results for unit-level orders by buyer and unit, in ascending or descending order. Such options in the sort drop-down are in addition to the sorting options available for personal orders (by order number and by date in default ascending order) with a possibility to freely switch between all reordering criteria.
Unit-Level Orders History Page in a Desktop View
Order Details
Overview
From the order headers displayed as part of the extended order history, an authorized B2B user can navigate to the Unit-Level Orders Details page to drill down into the particulars of any order of interest. Like in the order history view, order details include supplementary information that is necessary for an unambiguous identification of the buyer: name, email, and unit.
Unit-Level Orders: Details Page in a Desktop View
