Overview
The B2B Online Store is the customer-facing portal designed for streamlined wholesale ordering. Customers with linked portals gain full access to browse, favourite, and order products online. Orders are automatically routed into the Sales Order application for internal processing and fulfillment.
Customers log-in to their designated portal to access the B2B Online Store. The store provides a complete product catalogue tailored to the customer, showcasing product details such as pricing, size, and colour availability. Ordering is supported by user-friendly filters, cart management, and a checkout process that includes sales terms and payment guidance.
Key Features and Functionality
| Feature | Description |
|---|---|
| B2B Portal Access | Only available to customers with configured and linked portal accounts |
| Product Browsing | Customers can view products by category, apply filters (e.g., colour, size), and sort results (e.g., by price or name) |
| Favourites | Products can be marked as favourites for easy access |
| Product Detail View | Displays images, colourways, available sizes, price, and description |
| Price by Size | Pricing is shown per size to accommodate size-tiered pricing models |
| Add to Cart | Products can be added individually or in quantity sets (including ratio packs) |
| Checkout | A streamlined checkout with an order summary, sales terms, and payment instructions |
| File Uploads & Comments | Customers can attach supporting documents or leave notes during order submission |
| Order History | Customers can view and track previously placed orders. |
Admin Configuration Required
Ensure that customer portals are linked and configured in the admin settings before granting access to the B2B Online Store.
Product Ordering Options
Customers can place orders in two modes:
- By Quantity: Add specific quantities per item and size
- By Ratio Pack: Order using predefined size distribution packs
Best Practices
- Regularly review and update the product catalogue, including pricing, stock, and availability.
- Monitor order comments and attachments to ensure no critical instructions are missed.
- Review portal linkages to ensure customers only access their assigned product ranges and price tiers.
Example
Related Actions
Avoid Spaces in Identifier Fields
Key identifier fields such as order numbers and product codes should not contain spaces. Spaces in these fields can cause inconsistent search results and make filtering less reliable. Use a hyphen (-) or underscore (_) as a separator instead (e.g., ORD-001 rather than ORD 001).