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How to identify which orders are coming from the B2B Store in Unleashed

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By design, all Sales Orders imported to Unleashed from your B2B Stores will be imported with the "Sales Channel" detail "B2BPortal" automatically applied. The "Sales Channel" detail will then allow to you easily identify which of your Sales Orders were imported from the B2B Store and report on your B2B Store's performance.

Identify B2B Store Sales Orders with the View Sales Orders page

  1. In Unleashed, go to the View Sales Orders page. 

  2. Click on Show Toolbar, Hidden Columns and find the "Sales Channel" header. 

  3. Drag and drop the "Sales Channel" header into the grey space above the View Sales Order's grid layout. The View Sales Orders page wil group all Sales Orders currently populated by their respective Sales Channel.
  4. Click on the plus icon (+) to the left of the "Sales Channel: B2BPortal" and the full list of Sales Orders imported from the B2B Store will be shown. 


  5. Use the filters available in the View Sales Orders page to refine your search.

Report on Sales Orders generated from B2B Stores

If you're subscribed to the Business Intelligence - Vision module you can use the "Sales Channel" detail to review the Sales made via the B2B Store.

  1. In Unleashed, from the main menu go to Business Intelligence and select Sales

  2. Click on the Vision tab.

  3. Select a value to report from the tiles provided, e.g. "Sales Revenue".

  4. Scroll down to the "Sales Channel ranked by" tile.

  5. For the date range selected the "Sales Channel ranked by" tile will display the total value calculated based on completed Sales Invoices, segmented by Sales Channel e.g. B2B Portal.
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