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

• The B2B Portal is not a stand alone product, it is an add-on module available to subscriptions of Unleashed. You can choose between the B2B Premium or Premium Plus and add it to your subscription anytime via Settings, Billing. Please note you need to be the account owner or a superuser to be able to add the B2B Portal to your subscription. For more details, see Unleashed's B2B eCommerce.
• On the "B2B Premium" plan you can add one B2B Portal store and display up to 500 products for up to 250 customers. To add additional store(s) to your Unleashed account and display more products, for more customers per store, you will need to subscribe to "B2B Premium Plus". 
• Unleashed is the master system for all B2B Portal stores, all product and customer information (including stock on hand and pricing) will sync from Unleashed to your B2B Store.
• As the B2B Store Administrator can choose which customers have permission to access the B2B Store by inviting them from within the B2B Store.
• You can choose which products are hidden, visible or sellable to specific customers through the the B2B Store.
• 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.
  

Prerequisites

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

• Products and the Primary Contact of a Customer will automatically sync to your B2B Store upon it's creation. Ensure all product and customer contact details are accurate in Unleashed prior to creating a B2B Store to guarantee accurate data is synced. If you want to sync additional customer contacts, you must tick the "Ordering" checkbox on the contact within Unleashed's customer record.
• 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' "Attachments" tab in Unleashed.

Sales Order sync from Unleashed's B2B Store

• Sales Orders and stock are synced every 10 - 15 minutes.
• B2B Portal is updated with accurate product stock availability from Unleashed.
• Sales Orders are imported from B2B Portal to Unleashed.

1. When a B2B User places a Sales Order on the B2B store:
   • Order Status in the B2B Store is displayed as "Processing"
   • If enabled in B2B Store's settings, Email confirmation for the order request is sent to the customer and/or store administrator.
   • Sales Order is imported into Unleashed (can take up to 15 minutes).
     
     
2. B2B Admin user manages the imported Sales Order in Unleashed:
   • Sales Order is completed in Unleashed.
   • Unleashed syncs the Sales Order's update back to the B2B Store (every 15 min).
     
     
3. B2B Sales Order status is updated
   • Sales Order in B2B Store displays as "Completed".
   • Sales Order and Charges will now display on B2B Store's Order History.