Business customers

Save a configuration and pass it on

In business-to-business the person configuring rarely decides. How a half-finished configuration travels through approval.

In business-to-business, the person who configures is rarely the person who decides. Someone puts it together, someone else approves it, and days pass in between. A cart that expires on sign-out is the wrong tool for that.

So a combination can be saved. It gets an address of its own that can be passed on - and that rebuilds the configurator later exactly as it was.

How it runs

  1. The buyer puts together as much as they can and saves it.
  2. They receive a link to precisely this configuration and pass it on.
  3. The approver opens the link. The configurator is back, with every choice and quantity.
  4. The order is placed from the same view - or a quote request goes out if the set needs discussing first.
your-shop.com/configuration/7f3a91
Restored configuration locked saved on 3 September
Desk 160 cm, oakquantity: 14 €4,886.00 Pedestal, 3 drawersquantity: 14 €1,806.00 Monitor arm, dualquantity: 14 €1,526.00

The link leads to exactly this state. Carry on clicking to change it.

Special colour still open
Any RAL colourprice to be agreed
Subtotal€8,218.00 Not ordered yet - waiting for approval Total€8,218.00

When it has to be discussed first

Some combinations do not belong straight at the till. Large quantities, project pricing, special colours. For those, a configurator’s product page can carry a Question about the product link. It leads to a contact form - and the current configuration is written into its comment field automatically.

The form is an ordinary Shopware form on a landing page you create yourself. What the comment text looks like is up to a Twig template. Worth knowing: the link sits next to the cart, it does not replace it, and it is switched per sales channel - not per configurator.

Saved configurations clean themselves up

Every saved combination is a record that would otherwise stay forever. A scheduled task deletes them after a configurable number of days - the default is 365. That is at the same time the answer to how long a shared link stays valid.

What arrives in the order

For downstream processing, what counts is what ends up in the order. Several switches handle this: the duplicated parent product can be removed, the components can be stored as products of their own, and the parent-child relation can be dissolved. An ERP then sees either one set or individual products - whichever it can cope with.

On top of that the whole configuration can be written into the customer comment of the order using a text pattern. That is often the fastest route into a system that knows nothing about bills of materials.

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Frequently asked questions

How long does a saved configuration stay valid?
As long as you configure. A scheduled task clears them out afterwards; the default is 365 days.
Can a customer ask a question about a configuration?
Yes. The product page can carry a “Question about the product” link leading to a contact form that takes the current configuration with it. It sits next to the cart and is switched per sales channel.
What does my ERP see?
That is your decision: components can be stored as products of their own in the order, the duplicated parent product removed and the parent-child relation dissolved.