In response to the needs of our users, the ONE platform is constantly expanding its functionalities. We are pleased to introduce the new features that we have implemented on our ONe platform:

1. Edit payer

This option will allow directors and salespeople to have full control over ordering payers while ensuring privacy regarding order information.

Directors of large construction companies often utilize products supplied by the company for their projects. Now, with the payer editing feature, they will have the ability to enable subcontractors to make purchases directly on the platform for delivery to their respective construction sites. However, they will not have to disclose information about their own orders and purchases. Subcontractors will be able to place orders using their own accounts, while payments will be made by the director, thus maintaining confidentiality of purchase information.

In our back office, there is already an information field regarding the payer. However, in order to change the payer on a customer's account, this operation needs to be performed using the integration API.

Your company's salespeople now have the ability to manually change the payment details for a customer's order. This information will be transmitted to the ERP system to ensure that the payment process aligns with the customer's expectations and preferences.

2. Buyer's Credit

The ability to link buyer's credit with the company designated as the payer on a customer's account. This allows multiple companies to use the same buyer's credit simultaneously.

Here are the step-by-step instructions for setting up the buyer's credit for the payer:

1. From the left menu of the page, select the "Customer" option.
2. Expand the "Customer" tab.
3. From the left menu, choose the "Customers" option.
4. Go to the list view of customers.
5. Select the customer with the associated payer and a credit block.
6. Navigate to the customer's profile page.
7. Check if the "Finance" section on the customer's profile displays the information about the "Blockade."
8. Click on the "Create" button at the top of the page.
9. Expand the "Create" menu.
10. Choose the option for "New Sale."
11. Proceed to the shopping cart page.
12. Verify if a red message with the name of the blockade is displayed on the cart view, and if the status "Blocked" appears in red below the cart name.
13. Click on the "Add Product" button.
14. Go to the product catalog view.
15. Add the selected product.
16. Check if a green alert appears in the bottom right corner of the page, confirming that the product has been added.
17. Exit the product list modal by clicking the "X" button in the upper right corner of the page.
18. Return to the cart view. You will see the previously added product there.
19. Choose the delivery method.
20. Select the "Tride Credit" payment method.
21. Click on the "Order" button.
22. Proceed to the summary view.
23. In the upper right corner of the page, click on the "Place Order" button.

These instructions will guide you through the process of setting up the buyer's credit for the payer

3. Article on creating backoffice operator permissions

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