B2B Portal Tutorial Video

The Unleashed B2B Portal is a feature that will provide your customers fast and easy access to browse products, see stock availability, and create orders.

Overview

• Unleashed is the master system and all product/customer information will flow from Unleashed to B2B Portal.
• You as a store administrator can choose which customers have permission to your B2B store by inviting them from within the B2B Portal.
• You can choose to make products Visible/Sellable in the B2B Portal.
• Create specific catalogues for your store and assign them so that only specified customers see the products in those catalogues. (Think about branded products only visible to those customers who own the brand.)
• Promote products using the B2B store: Easily add up to 5 products that you can promote when emailing Sales Order updates out to your B2B customers.
  
• Stock on Hand for products is automatically synced from Unleashed to B2B Portal.
• For more information about B2B Portal Setup and Configuration, see
  B2B Portal - Unleashed Configuration.  
• On the B2B Premium plan you can add one B2B Portal store with 500 products and 250 customers. To add additional store(s), products, or customers, you might need to upgrade your plan. 
• The B2B Portal subscription plans are different from the Unleashed subscription. 

Prerequisites

Before you set up and configure the B2B Portal, ensure that the following details are correctly configured in your Unleashed account.

• You must be on an Unleashed Medium or higher subscription plan.
• An Unleashed account that is already configured. The Product, Customer and Contact details must be correctly set up in Unleashed as those will automatically flow into the B2B Portal. The default contact is synced to the B2B Portal. Ensure that you have a valid email address. If you want to sync additional contacts, you must select the Ordering checkbox on the contact within Unleashed.
• If you want to display product images (the B2B store can display multiple images per product), ensure that you have uploaded them to your product records in Unleashed.

Sales Order Flow

1. Sales orders and stock are synced every 10 - 15 minutes:
   • B2B Portal is updated with accurate product stock from Unleashed
   • Sales orders are imported from B2B Portal to Unleashed
2. When a B2B User places a sales order on the B2B store:
   • Order Status is displayed as "Processing"
   • Email confirmation for the order request is sent
   • Sales order is imported into Unleashed
3. B2B Admin user confirms sales order in Unleashed:
   • Sales order is completed in Unleashed
   • Unleashed sends updated sales orders to B2B Portal (every 15 min)
4. B2B Sales order Status is Updated
   • Sales order is set to Completed
   • Sales order + Charges will now display on B2B Portal order history