Using the B2B Portal

 

User-friendly customizable B2B portal for your customers and sales reps to search for products and services, compare prices, and complete self-service transactions online. B2B portals are focused on companies doing businesses with each other, for example, manufacturers selling to distributors and wholesalers selling to retailers. Both your customers and your sales reps can place orders.

NOTE: As of September 2023, B2B portal is a paid add-on to your subscription. Legacy customers are not affected by this change. 

Prerequisites:

• Getting Started with B2B Portal - Setup (required)
• Subscribe to B2B portal

Table of Contents:

• Signing up
• Accessing and Logging On to a B2B Portal
• Ordering through a B2B Portal
  • Save Favourites
  • Using a Gift Card
  • Product Deals in B2B
    • Using a Coupon
  • Out of stock items
  • Quick Order
  • Bulk Order
• My Account
  • Manage Addresses
  • Change Password
  • Hide or Show Prices
  • Manage Orders
    • Download or email invoices
    • Repeat orders
• Download a price list

Signing up

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Before a customer or sales rep can place orders through the B2B portal, they must have been invited by a user of your organisation. See Invite Customers to the Portal for detailed instructions. 

Once a customer or sales rep has been invited, they can access the portal through the unique activation link provided in the invitation email. They will be asked to set password for their portal account. Once the password has been set, the user can log in and use the portal to place orders.

Accessing and Logging On to a B2B Portal

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Customers and sales reps access a B2B portal through the store URL reflected in the portal's General tab. If a custom domain name has been configured this URL should be used instead.