Products

Configure your product display settings, availability, and descriptions.

• Bulk Action Cog options:
  • Select All
  • Select None
  • Make Hidden
  • Make Visible: This will only display the products on your B2B store. To enable customers to place orders, you must make them Sellable.
  • Make Sellable: This will make products Visible and Sellable on your B2B store.
  • Add To Category
  • Remove From Category
  • Add To Catalog
  • Remove From Catalog
  • Bulk Action - All Pages
    • 
• You can edit the Product Description by clicking on the field.
  

• • If you update the Product Description, it will only be applicable to your B2B Store. The changes will not update the Product Description in your Unleashed account.
  • Add the required product description and click Save. A pencil icon with a tooltip will be displayed next to the product description.
  • If you want to change the product description to the same as your Unleashed account, click on the pencil icon and click Reset to Unleashed Description.
    
  • The NEW label will be displayed next to the product code for the first 14 days after you enable them to be sellable.
    
  • The Out of Stock label will be displayed on the products if there is no stock available. If the admin has set the 'Out of Stock' products to be hidden, they won't be visible to the customers whereas if the admin has set the 'Out of Stock' products to be visible, they will be displayed to the customers but the customers won't be able to add them to the cart. In order to allow customers to add 'Out of Stock' products to the cart, they should be set to 'Sellable' in the below settings
  • If you toggled ON to display stock counts.
    Then this will show the number of available products on each card/product.
    This available label is color-coded using the following configuration, which cannot be adjusted at this stage:
    - Available Quantity higher than 10 = Green 
    - Available quantity below 10 = Amber
    - Out of Stock = Red with no count.
    
    

Multiple Product Images

If you want to display multiple images for your products in the B2B Portal, you must upload the required images in Unleashed.

For more information, see Products - Attachments tab. The default image will be displayed on the main product page. Once the user, clicks on a specific product, they can scroll and view all the images associated with that product.

Product Details

Configure the product and stock on hand display options for your B2B store.

Manage Backorders

B2B store owners are able to select the status displayed for 'Out of stock' products, selecting it as Sellable will allow your store visitors to place orders even if there is no stock available creating a backorder.

The setting is named 'Set status of Out of Stock products' and located in the 'Product Details' screen

Note: If a product runs out of stock, and the status of the product in the Products screen and status set for Out of stock products in the Product Details screen is not the same, the lowest valued status would be applied. Below is a chart for a better explanation:

Categories

You can create product categories and assign products for easier classification and search capabilities. This will create a better user experience and make it easier for customers to place orders on your B2B store.

Tutorial

Importing Product Groups from Unleashed

1. If you have created product groups in Unleashed and want to import them to start building your B2B Portal categories, then click Import
   
   
2. The Unleashed product groups will be imported and displayed in the B2B Portal as Categories and the products will be assigned automatically.
   • Any changes you make to the Categories will not affect the product groups in Unleashed. The Categories are applicable only for your B2B store(s).
   • If you have imported your product groups initially and then add more product groups in Unleashed, you CANNOT import only the updated product groups. All your existing categories will be deleted and replaced with the product groups from Unleashed.

Creating a new Category in B2B Portal

Click Create Category.

Specify a Category Name and click Create Category.

Hover over the category name and the following options will be displayed: 

+Subcategory: Click to add a subcategory. Specify the name and click Done.

Edit: Click on the pencil icon to edit, make the required changes, and then click Done.

Delete

Move: Use the dots displayed on the left side of the category name to move the lines as required if you want to rearrange the order of your categories.

Once you have created the required categories, you must assign products to the categories.

Assigning Products to Categories

1. Go to Products under settings.
2. You can assign categories in two ways:
   1. From the bulk action cog, select the products and click Add to Category OR at the product line level from the action cog, select Assign Categories.
   2. Select the category or categories you want to assign to the selected product(s).
   3. Click Apply.
3. You can use the Select Category filter to view how the assigned products will be displayed on your B2B store. 

Viewing Product Categories

1. Go to the Home page.
2. The Select Category drop-down list will display the categories and subcategories you have created.
   
3. From the dropdown select the required category/subcategory to display the filtered list of products.
4. You can use the breadcrumbs displayed for easy navigation.
   

Catalogs

Catalogs enable you to create custom product views for customers. You can create product catalogs and assign them to specific customers.

For example, if you want to create a New Season Sale catalog only for a specific customer base.

Points to Note

• The list of products in your B2B Portal is the Base catalog.
• If you want to only make certain products available on the customer catalogs, you must make the other products hidden on the Base catalog. If you do not mark the remaining products as Hidden on the Base Catalog, they will still be available on the customer catalog.

• You can create catalogs to include a subset of the products in the Base catalog. The status selected for the specific catalog will override the Base Catalog product status.

Tutorial

Creating a Catalog

1. Click Catalogs | Create Catalog.
2. Specify the catalog name and click Create Catalog. The Catalog will be displayed in the list.

You must now assign products to the catalog.

Assigning Individual Products to Catalog(s)

1. Click Products.
2. From the line action cog for the product, click Assign Catalogs.
3. Select the catalog and the drop-down list to select the product status will be displayed. You can choose to display the product as:
   • Sellable (default)
   • Hidden
   • Visible

4. Click Close.

You must now assign customers to the catalog.

Assigning Multiple Products to Catalog(s)

1. Click Products and then select the products you want to add to the catalog.
2. From the bulk action cog, select Add To Catalog.
3. Hover over the catalog and click to select.
4. Select the required product status from the Assign products to catalog as a drop-down list. The options are:
   • Sellable (default)
   • Hidden
   • Visible 

You must now assign customers to the catalog.

Assigning Individual Customers to Catalog(s)

1. Click Customers.
2. From the line action cog for the product, click Assign Catalogs.
3. Hover over the catalog and click to select.
4. Click Apply.

Assigning Multiple Customers to Catalog(s)

1. Click Customers and select the customers you want to add to the catalog.
2. From the bulk action cog, select Add To Catalog.
3. Hover over the catalog and click to select.
4. Click Apply.