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B2B Store - Inventory tab

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Products

Configure your product display settings, availability, and descriptions.

Products_Bulk.png

  • Bulk Action Cog options:
    • Select All
    • Select None
    • Make Visible: This will only display the products on your B2B store. To enable customers to place orders, you must make them Sellable.
    • Make Hidden
    • Make Sellable: This will make products Visible and Sellable on your B2B store.
    • Add To Category and Remove From Category
    • Add To Catalog and Remove From Catalog
  • You can edit the Product Description by clicking on the field.
  • B2B_products_description_1_.png
    • If you update the Product Description, it will only be applicable for 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.Products_Edit.png
    • 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 on the products 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 would 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

 

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.

 
Option Description Default
Display images Display or hide product images.

ON

Display product prices Display or hide product prices.

OFF

Show prices as tax inclusive Display product prices as tax inclusive or tax exclusive.

ON

Field for Product Title Used to select either the Unleashed Product Code or Description as the title for that product in your B2B Store Code
Field for product details Used to choose whether the Description, the Notes or a combination of both will be used as the B2B Description

Description

Default Products View Choose how new users of the store will see your product list Grid
Display unit of measure Display or hide the unit of measure. ON
Display Out of stock badges Products without any available stock will display as "Out of stock". OFF
Display stock counts The available quantity for the products will be displayed on the Product Details page. OFF
Set status of out of stock products The status of Out of stock products would be set as the selected option from the dropdown Visible
Display stock level per warehouse Displays stock count breakdown per warehouse. Once on, these details will appear in the Warehouse Stock breakdown section of the Product Details OFF
Display estimated date of arrival for out of stock products When on, the estimated arrival date of the product will be pulled from the 'Delivery Date' mentioned in the Purchase line order created for that particular product and displayed in B2B ON

 

Manage Backorders

B2B store owners are able to select the status displayed for 'Out of stock' products, allowing your store visitors to place/not place backorders.

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:

 

Product status Status set for OOS products Result
Hidden Visible/Sellable Hidden
Visible/Sellable Hidden Hidden
Visible Sellable Visible
Sellable Visible Visible

 

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

IMPORTANT! You must ONLY import product groups when you start building your B2B categories. If you import product groups after you have created B2B categories, all your existing categories will be deleted and replaced with the 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. Categories_import.png
  3. 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 products 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.

cat_1.png

Specify a Category Name and click Create Category.

Category_Create.png

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.

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

Assigning Products to Categories

  1. Go to the Products tab.
  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.

  1. Select the required category/subcategory to display the filtered list of products.
  2. 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 in addition to the customer catalog.
Product Base Catalog Status Customer Catalog Status Comments
CHAIR Visible Not included in Customer Catalog

This product will be displayed to the customer. If you do not want it to be displayed to the customer, you can use one of the following options:

  • Mark it as hidden on the Base Catalog 

or

  • Add it to the customer catalog and mark it as Hidden
  • 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.
Base Catalog Product Status Customer Catalog Status Comments
Hidden Sellable

This product will be displayed/sellable for the customer

Visible Hidden

This product will not be displayed for the customer

Sellable Sellable

This product will be displayed/sellable for the customer

Hidden Visible

This product will be displayed for the customer but cannot be purchased

Sellable Visible

This product will be displayed for the customer but cannot be purchased

 

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
Note: The status selected for the specific catalog will override the default product status.
  1. Click Close.

You must now assign customers to the catalog.

Assigning Multiple Products to Catalog(s)

  1. Click Products and 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 
Note: The status selected for the specific catalog will override the default product status.

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.
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