B2B Store - Orders

George Sutton
Updated : September 27, 2023 02:31 Created : August 23, 2021 23:15

Introduction

The following options are available when you select the Orders from the side menu, as an store administrator, under Settings.

Payment Settings

You can allow guests and registered customers to make credit card purchases from your B2B Store. Payment is mandatory for guest customers. Pre-requisites:

1. A B2B store created and necessary product/customer configurations are completed

2. B2B Payments is available only for B2B premium and B2B premium plus subscriptions.

3. Products are set as sellable on B2B store and the product prices are visible to guest/registered customers

Before enabling the payments for registered or guest customers, a store owner will have to finish setup at their end.

We’ve partnered with Stripe to allow credit card purchases. In order to integrate with Stripe, follow the below steps:

a. Click on the 'Connect with Stripe' button on the 'Payment Settings' screen;

b. Sign up with Stripe by providing the required details;

c. Once the account has been created, Sign In using the login credentials;

d. Click on 'Connect with Stripe account';

e. You will see a success message on the 'Payment Settings' screen which confirms the successful integration of your account with Stripe;

Note: Our payment partner Stripe operates in these countries, if you’re outside these regions consider Atlas. Stripe access cannot be revoked through B2B and has to be done through Stripe > authorised app page. For payment fee-related details please check the tooltip on the pop-up window next to 'B2B eCommerce' on https://www.unleashedsoftware.com/pricing

Enable payments for registered customers

After switching on this toggle, payments will be enabled for registered customers, who will then be assigned the Payment Type “On Account” & the "On Account" Payment Journey.

The B2B Customer List (Customers > Customers) will immediately update to reflect a unique Payment for Registered Customers gird layout, which will allow you to manage your customers' individual Payment Journeys:

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Important: 'Display product prices' toggle under 'Product details' screen is required to be enabled in order to activate the 'Enable payments for registered customers' configuration.

Payment Journey Options

Registered Customers can now be assigned to one of two Payment Journey’s based on their “Payment Type”:

On Account: Customers assigned to the “On Account” Payment Type will have the option to pay for their order upfront before placing it, or to place the order without payment.

(Hint: This is a great option for customers with a good credit history)
Pre-Paid: Customers assigned to the “Pre-Paid” Payment Type will only be able to place an order on your B2B store if they pay for it upfront & will not be able to set up new Standing Orders.

Note: Existing Standing Orders will continue to be placed, this is a great opportunity to discuss your customers' existing Standing Orders in relation to their new payment terms.

(Hint: Hold your “not so good” debtors accountable with an enforced payment process)

Assigning Payment Types

Activating the Enable Payments for Registered Customers configuration will automatically assign your Customers the default Payment Type “On Account”. Customers Payment Types can then be managed & adjusted from the B2B Customer List (Customers > Customers).

To assign the Payment Type “Pre-Paid” simply select the Action button & “Make Pre-Paid” in the resulting options.

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To assign your customer back to “On Account” select the same Action button & select the “Make On Account” option.

Screen_Shot_2022-09-20_at_12.12.56_PM.png

Once the Payment Type is assigned, Customers will immediately experience the applicable Payment Journey when placing an order in the B2B Portal.

Note: If the Enable Payments for Registered Customers configuration is disabled then the Payment Type assignment will be stored, so you won’t need to reconfigure your Customers Payment Type next time this feature is enabled!

Enable payments for guest customers

After switching on this toggle, payments will be enabled for guest customers.

Guest customers will see the button 'Pay Now' on the checkout screen. Remember payments are mandatory for guest customers. However, there are certain options that are tied up with enabling payments for guest customers. 'Enable payments for guest customers' cannot be switched on without switching on the below options which are placed in the new 'Guest Access' menu option.

Guest Access

Allow guest customers to browse your store: (mandatory)

Switch on to allow guest customers to view all listed products in your B2B store.

Switch off to only allow invited registered customers to browse products; guest customers will not be able to access your store.

Show product pricing to guests: (mandatory)

When the setting is disabled, product prices will not be shown to guest customers. However, on enabling this setting, store owner will have to select one of the two following options -

(i) 'Default pricing' - default product prices will be displayed in the B2B portal. Payments cannot be enabled with this option

(ii) Select guest customer - Payments can be enabled with this option.

As we do not have accounts registered for guest customers in Unleashed, it is advisable for store owners to create a new generic customer in Unleashed, so that all purchase-related information get stored against this particular customer, ie B2B Guest User.

Guidelines on creating a new customer: Add new Customer

It is not mandatory for store owners to create a 'new' customer in Unleashed for guest customers and they can use any of the existing created customers. Our recommendation would be to create a new customer as you would not want to mix the sales orders/invoices of registered customers with guest customers.

Note: We currently do not give store owners the ability to charge guest customers for freight/shipping. For this reason, it is advisable for the store owner to set up a Sell price tier against the generic customer created so that they can incorporate shipping charges for guest customers within the product price itself.

Guidelines on creating and assigning a special price tier: Sell Price Tiers

It is not mandatory to set a Sell price tier for guest customers. If there is no sell price tier set, then the guest customers will see the default price of the product

Store owners will have to enter the generic customer created in Unleashed. The product prices will be displayed as per the sell price tier assigned to guest customers. If the generic customer is not assigned to any sell price tier, then it will display the default product price.

Note: Payments for guest customers cannot be enabled without entering the guest customer name 'Show product pricing to guests'

Choose the landing page for customers:

Switch on to allow all visitors to instantly see your B2B store. Switched off, all visitors will first see the login page and will be required to log in as a registered customer or continue as a guest.

Guest Customer purchase journey

Pre-requisite:

1. Store owner bank account details have been integrated with Stripe

2. 'Allow guests to browse store', 'Show product pricing to guests - Select guest customer' and 'Enable payments for guest customers' have been enabled in the 'Guest Access Settings' screen

Once the pre-requisites have been met, a guest customer will be able to visit the store.

1. add products to the cart,

2. Guest customer to fill in the required personal details and click on 'Pay Now' button

3. Guest customer to enter credit card details

4. Success screen would be displayed with order details and payment confirmation

5. An email will be triggered to the guest customer with the order number and other required details

Note: In situations where a guest customer is removed from Unleashed, it would clear the Guest Customer value from B2B, and turn off Guest Payments.

Registered Customer purchase journey

Pre-requisite:

1. Store owner bank account details have been integrated with Stripe

2. 'Enable payments for guest customers' in Payment Settings screen and 'Display product prices' in product Details screen have been enabled

Note: We currently do not give store owners the ability to charge registered customers for freight/shipping. For this reason, it is advisable for the store owner to set up a Sell price tier against the registered customer in Unleashed so that they can incorporate shipping charges for registered customers within the product price itself.

Once the pre-requisites have been met, a registered customer will have the option to pay for their purchase on the checkout screen

1. 'Place order & Pay' option will require the customer to enter their credit card details

2. Success screen would be displayed with order details and payment confirmation

3. An email would be triggered to the registered customer with the order number and other required details.

Transaction details

Sales Invoices for all orders which have been paid will be marked as completed.

Similarly, a Stripe icon would be displayed on all Sales Invoices that are paid. Clicking on the Stripe icon will take users to the transaction details page on Stripe.

Transaction fee

For each B2B successful credit transaction, there will be a 0.5% Unleashed portal application fee + Stripe fee. Please note this is a charge dictated by Stripe, not Unleashed.

Payments Academy Video

Orders subsection

You can select the following toggles to enable users to place Standing Orders and import bulk orders to the cart.

Orders:

Allow Customers to place Standing Orders: If your customers are ordering the same items daily, weekly or monthly, encourage them to save time by creating recurring orders on the B2B Portal using the Standing Orders feature. For more information about standing orders, see Standing Orders Admin and Creating Standing Orders.
Allow Customers to import Orders to Cart: If your customers are placing bulk orders with a large number of product lines, this feature will enable them to easily import orders using a CSV template. This will eliminate the need to click and add each product to their cart, creating a better user experience. For more information, see Importing Orders.

Freight

If you are a B2B Premium, Premium Plus or Demo customer, you have the ability to add Freight charges to your customers during the checkout process.

In order to start charging customers for Freight, you will have to create Zones, for the countries you ship the products to and also set rates, based on which the Freight charges would be calculated.

If you want to charge a standard freight for all your orders you need to create a flat rate to apply to sales orders your customers place with you. You can also add a freight rate for orders over a specific value.

Enabling Freight

Under Settings -> left-hand side menu -> Orders -> Freight ->Freight Settings

On the Freight Settings page, toggle ON the option 'Add Freight to Checkout' to enable Freight.

Note: You should first set up your Freight Zones and rates before switching this on. Customers will not be able to place orders unless a Zone and Shipping Rate has been created for the delivery destination entered on the checkout page.

Applying Tax to Freight

If you charge your customers a tax on Freight, toggle on the option 'Add Freight Tax'

Note: This will apply your customer's tax rates to their freight. If your customer does not have a tax rate set, your company tax rate will apply instead. If the company tax rate is 0% (No Tax), then no tax would be charged on freight.

Shipping Zones

By creating shipping zones, you will be listing a group of countries together which have the same shipping rates.

For e.g, if your shipping charges are the same for Australia and New Zealand, it would be recommended to create a zone for these two countries.

TIP: If you only offer your products locally you only need to create one zone to include your current country and regions/states.

Creating a Zone

In order to create a Zone, click in the New zone name field and give your zone a name, e.g. Domestic or International. Once you added a name the [Create zone] button will become active, click on it to create your 1st Zone.

Now you need to add the countries to this new Zone

Click on the action cog next to your shipping zone name and select 'Edit Countries'

This will bring a list of all countries in the world. You will have to select the countries that you would like to be assigned to a zone by clicking the checkboxes (e.g. Australia and New Zealand).

You will be able to see the countries you selected once you save and exit the slide-out screen

Shipping Rates

Once a zone has been created, the next step would be to create rates for the zone. The Freight charges would be displayed to customers based on the rates set against the zone.

In order to create Rates, enter a name for the Rate in the field box and click on the 'Create Flat Rate' button (e.g Standard shipping)

Please keep in mind that the rate will be shown to your customer with the name you created in the orders they place. We suggest you use a rate name such as 'Standard shipping' that can be used for your internal tracking but that is also meaningful to your customers.

The first type is a Flat Rate which will be applied to your different Sell Price Tiers, once created the default for all Price Tiers are Free Shipping.

Click on the edit icon to configure the price per tier.

The Price tier panel will slide out allowing you to edit the price for shipping per price tier. The default shipping rate per price tier is Free with 0.00 as the rate and a Free icon.

With these Sell Price Tiers, we give you the ability to set a standard rate for shipping based on the Sell Price Tiers the customers are assigned to in Unleashed.

Note: 'Default Sell Price Tier' should be used for defining the Flat Fee value for customers who are not assigned to any Sell Price Tier within Unleashed

Once you added the standard shipping you will be able to create a second freight condition allowing you to set a 'Freight rate over order value' rule, just click on the arrow at the top left side of the slide-out rate panel.
which will give you this view.

Click on the + (plus symbol) to add the next freight condition.

Enter a meaningful name as this will be displayed on the order. Click on the Create Rate button, then on the edit icon to configure your shipping rates over the order value rule.

The default will be Free for all orders over 0.00 value

Now you can configure the threshold and shipping rate to apply for each tier.

Say you offer Free shipping to all your Domestic customers if their order value (excluding tax and freight) is more than $500 then this will be your configuration per price tier.

If you, however, still need to charge a flat fee for some customers with high-value orders because of the volume and cost of freight then you will be able to configure this here. Remember, you already have set a Flat Rate for all orders. Just toggle the Freight over Order Value rule OFF for those price tiers which will then apply the Flat Rate (first rule).

Charging higher freight for larger orders.

If you created a Freight over Order Value rule you can now also configure shipping to charge more for larger orders.

Say you have a Flat Rate of $60 set for your Price Tier = Large Company customers but if the order value is greater than $2,000, then you need to charge them more for freight. This can be done using the combination of a Flate Rate of $60 plus a Freight over Order value, set the threshold to $2,000 and a freight price of say $120.

Once the Flat Rate and Freight Over Order Value have been configured for your shipping Zone they will be listed under the Zone name.

NOTE: If you also ship to other countries you can create an International Zone for all other countries or specific rates per country.

At the bottom of the page, we will indicate the number of countries and regions not linked to any shipping zones. If you do not configure an international Zone and Rates for the remaining countries then your international customers will not be able to place orders via your B2B store.

Creating one Zone for all remaining countries is easy, just enter a name and click on Create Zone.

Go to the zone and from the action cog select Edit Countries.

Tick the first option 'Rest of the World' and click on Save Changes.

Now you should add your shipping rates to the International Zone.

NOTE: When you assigned all countries you sell too and created Rates per zone, remember to toggle the Freight options to ON and click on Save Changes, otherwise Freight will not be calculated or added during the checkout process.

Free Shipping

In scenarios, where you wish to offer free shipping for customers belonging to a specific Sell price Tier, set the Price to '0.00' while defining the shipping rates. The 'Free' badge is an indicator that all customers assigned to that particular Sell Price Tier will not be charged for shipping on checkout.

Checkout screen

Based on the 'Country' selected/provided by the customer during checkout, the system will validate and check for the zone the country falls under and calculate the shipping charges based on the rates defined against them. On checkout, the Freight charge will be displayed to the customers as below.

The 'Tax' line above is the consolidated value of product and freight tax.

Note: If you have enabled payments for guest customers, Freight charges will be displayed based on the Sell Price Tier the guest customer has been assigned to in Unleashed.

Freight will be displayed as a Charge line in the Order History

Unleashed Sales Order

A charge line will be added to the sales order created in UNL as below:

Note: Once Freight is enabled, customers entering the delivery location of a country that has not been assigned to any zone will not be able to purchase products from the B2B store.

Delivery Days

You can block particular days when you do not deliver any products. In order to block days of week, login to B2B -> Settings -> Freight -> click on 'Delivery days'

By default, all days will be checked. Uncheck the days on which you do not do any delivery.

The days unchecked in the above section will be disabled for the customers to select in the 'Required Date' field on the B2B checkout screen.

Blocking Delivery Dates

Similar, to blocking delivery days, you can also block a range of dates or a single date on which you do not do any delivery. In order to block days of week, login to B2B -> Settings -> Freight -> click on 'Custom No-delivery periods'

Select a date range above or a date on which you do not do any delivery and click on the 'Add' button

The date ranges selected above will be disabled for the customers to select in the 'Required Date' field on the B2B checkout screen.

NOTE: Setting up these Blockout dates is a manual annual process and should be repeated for all public holidays and days your will be unable to deliver products to your customers.

Email Settings

You, as store admin, can configure the email notifications you want to send to your customers using the Email Settings option from the side menu under Setting in the B2B store.

Points to Note:

All B2B Subscription Plans: You can select/deselect the Send Email toggle.
B2B Premium Plans: You can customize the B2B Order Status and the Email templates.
By default, the Send Email toggles for the Email the Customer and Complete options are selected.

Order Request Email

You can select the Send Email toggle to send an order summary as soon as an order is placed on the B2B Store.

Email the customer: Sends an email to the store customer
Email Store Admin: Sends an email to the store administrator. This is sent to the email you have entered in the Settings | Contact Details | Contact email address field.

Order Status Mappings

Click on the pencil icons next to the B2B Status fields to update the Order Status. This is the status that will be displayed on the Order History page.
If the toggles are selected, an email will be sent to the store customer, each time the order status is updated in Unleashed.

Editing the Email Templates

If you want to send custom emails to your customers, you can create and save the templates. The emails will be automatically triggered based on the options you have selected.

Promoting products in e-mails

As an admin, you can promote up to 5 products in the email notifications that go out to the customers.

Search for the products you would like to be included in the emails.

Note: You can only select up to 5 products. Only those products which are marked as 'Sellable' can be included.

By default, all Email Types under 'Order Status Mapping' get selected. However, if any particular email type under 'Order Status Mapping' is toggled off, then no emails get triggered for that particular email type.

You can remove the email types in which you do not want the products to be promoted by clicking on the X before the email type under 'Include in Email Type'.

A new email type has been added 'Standing order email reminder', which will enable you to promote the products in the standing order reminder email.

You can change the order of the products in emails by dragging the products and re-arranging them in 'Email Settings'

The selected promoted products will be displayed in the emails that get triggered to customers, based on the 'Email types' selected.

Viewing Order History

You can keep track of the orders placed on your B2B store and verify the status from the Order History Page.

The Order Status will provide details about the current status.
Once the user places an order and it is passed to Unleashed, the order status changes to Processing.
You can view all your B2B Sales Orders in Unleashed. Go to Sales | Orders | View Sales Orders. From the Hidden columns, drag and drop the Sales Channel column on the grid.
If you delete the order in Unleashed, the order status is displayed as Cancelled.

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