SELL > CUSTOMERS > Outstanding

This UI is shown after Enabling the Enable B2B mode toggle switch in CONFIGURE > Customer Settings and it allows to track the B2B customer behavior.
Outstanding counting
The entries, that stored in this listing page, are produced by Visitor, Customer or Guest using Checkout process from Front-Office or adding a new Order in Back-Office.
Configuration of the new B2B input fields in Customer edit page
Once the B2B mode is enabled, new input fields are displayed in the Customer edit page by navigating to Customers > Customers and editing the desired Customer. Customer must be registered in Prestashop himself, of added by Administrator. New input fields are the following:
- Allowed outstanding amount - input can be filled with valid characters: 0-9 only. Default value is 0. If characters are typed as latin letters, input erases the wrong text automatically. If there are more than 19 characters in the field, the instant error is displayed below the field - exclamation mark and message This field is invalid. Outstanding allowance amount allows to set the maximum purchase amount for the Customer, and to be included into the Outstanding list.
- Maximum number of payment days - limit for Customer purchases in days. Default value is 0. If characters are typed as latin letters, there will be a browser-type notification near the field, called Please enter a number. If there are more than 10 characters typed in this field, there will be a Prestashop error prompted. This feature allows to set the maximum days limit, in the Outstanding listing, that Customer can be included in.
- Risk rating - dropdown with the Risk values. The values appear as labels in the Outstanding listing table in the Risk column. The risk values are the following:
- None - label appearance is with black text and the green outlined color.
- Low - label appearance is with the black text and the orange outlined color.
- Medium - label appearance is with the white text and the red outlined color.
- High - label appearance is with the white text and the red outlined color.
Top UI elements of the Outstanding page
- Outstanding - page title.
- Help - a side-bar with the helpful information, how to navigate in this page.
Main UI elements of the Outstanding page
Top table elements
- Outstanding - table title with the total sum of outstanding entries.
Filtering of the Outstanding page
- Search ID - input for searching certain entry with ID.
- Date widget - allows to filter the entries for certaind time range.
- Customer - ability to search and filter the customers.
- Company - ability to search and filter the company.
- Risk - dropdown element, allowing to arrange the risk priority values, and show only risk-prioritized Outstanding entries.
- Outstanding allowance - input for arranging appropriate entries for customers with the Outstanding amount.
- Current outstanding, Invoice, Actions - has no filtering function, only titles are displayed.
- Search CTA button - once there are no entries from none of the filtering fields, the Search CTA button is disabled, once there are at least one filtering value managed, the button becomes enabled.
- Reset (X) - after submission of the Filtering, there are the results shown in the table, together with the Reset and X icon. After pressing X, It resets the Filtering form.
Table row elements of the Outstanding page
- ID - numeric ID value.
- Date - input with YYYY-MM-DD HH-MinMin-SecSec format.
- Company - customer with the company name.
- Risk label - the text with colorized outlined label, defining the Risk level of the entry.
- Outstanding allowance amaount - the value with the numeric amount and currency prefix. Here is the limit displayed, that was set in Customer page and Outstanding allowance field.
- Current outstanding amount - the value with the numeric amount and currency prefix. This functionality is working with the logic as follwos:
- All the invoiceable Tax included amount, that Customer has in total is reduced by all the invoiceable amount at the current time, that has Payment accepted status. The rest unpaid amount is displayed in this column. After all the Orders fully completed and accepted, this amount should be equal to 0.
- Invoice sheet icon - clicking initiates the download of the PDF invoice file.
- View lasso icon - clicking initiates redirection to the Order in Back-Office, that customer has made.
Pagination of the Outstanding page
- Page number input - function that displays the desired page number of the listing, after inputting the number and pressing Enter.
- Viewing indicator text - text, indicating what pages the user is seeing.
- Items per page - dropdown with the numeric values, how many items can be shown in listing:
Multistores of the Outstanding page
Multistores configuration is affected separately, while using different multistores. The Outstanding adjustments, that are made on 1st Multistore, will not affect the 2nd Multistore. Each Oustanding entries are stored in different Multistores databases.