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B2B Portal User Guide

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This page describes the B2B store details. You can share these details with the user you have invited to access your B2B store to help them understand the available options and use the B2B store to place their orders.

Creating the B2B Store Account

When you receive an invite from the B2B store Administrator, you must accept the invite and create your login credentials to access the store and place orders.

  1. In the store invite email, click ACCEPT INVITE.
  2. Enter a user name. This is the name displayed on your B2B store. 
  3. Enter a password and confirm. 
  4. Click Submit.
  5. The store will be displayed.
Bookmark the store URL so you can easily access and order.

Viewing Product Details 

Login to your B2B store to view the products and place orders. The products will be displayed in Grid View by default.

  • Use the search products field to search for a specific product.
  • The product prices will only be displayed if the B2B store administrator has provided access.
  • Click the list view icon if you want to display the products in a list format.products_list.png
  • If you want to view the details for a product, click on the product name to display the product details page.product_details.png

  • Select the required number of products and click Add.
  • The product will be added to the cart and you can continue shopping till you have added all the required items to your cart.

Adding Favorite Products

The Favorites feature allows you to create a list(s) of frequently ordered products which you can save as Favorites/Wishlist. This will enable quick selection when you shop.

  • Hover on the product to display the  icon.
  • Click on the  icon to add the product to your Favorites list. The icon will be displayed in Red to indicate that the product is part of the Favorites list.
  • You can add products as Favorites from the List view also.Fav_list_view_1_.png
  • To access the Favorites product list, click on the icon on the main menu bar.

The Favorites product list page will be displayed

Creating a Sales Order

When you are ready to place the sales order, click on the Cart icon to view your shopping cart and proceed to place the order.cart_1_.png

  1. Check the cart to make sure you have all required products, else click Continue Shopping to go back to the Products page.
  2. If you are ready to place the order, click Proceed to Order. The Order Confirmation page is displayed.confirm_cart.png
  1. You can select a Shipping Address if there is one already entered by the B2B store administrator or you can add a new address. Click on the Select Address drop-down list and select the required option.
  2. If you add a new shipping address, complete the required details.
  3. You can add a Reference Number, Required Date and Comments to your order.
  4. If you want to update any order details, click Back to Cart, else click Place Order Now.
  5. The order confirmation page is displayed.confirm_order.png
  6. Click Continue Shopping to go back to the Products page or click Order History to view the order status.
  7. You will receive an order requested email once your order is placed.

Viewing Order History

You can keep track of the orders you have placed and verify the status from the Order History Page.

  • Click Reorder to place the same order again.
  • The Order Status will provide details about the current status of your order.
  • You will also receive an email confirmation for your orders.

Creating Standing Orders

 If you place repeat orders on the B2B store, you can automate and speed up the process by creating standing orders.

  1. Follow Step 1 to Step 2 (till substep 3) in Creating a Sales Order.
  2. On the Confirm Your Order page, click Make this a Standing Order.make_SO.png
  3. Give a name to your Standing Order and select the required options to schedule your standing order.           

  4. The default option selected will be Every 2nd Week.

  5. The following options can be selected:
    • Every Week / Day / Month
    • Every 2nd Week / Day / Month
    • Every 3rd Week / Day / Month
    • Every 4th Week / Day / Month
    • Every 5th Week / Day / Month
    • Every 6th Week / Day / Month                                                                                                                                                                          Note: A default name would be given to all your existing Standing Order. You will have the ability to rename them.

Edit standing orders

1. Select the 'Beginning on' date and the standing order schedule will be created and the Standing Orders list page is displayed. 

2. If you want to pause the standing order for a certain period, click  'Pause' icon. This will put the standing order on Hold and you can resume it as required by clicking on 'Resume' icon

3. To delete the standing order, click .

4. You can delete the products in a standing order by clicking on the 'Delete' icon. Please note: You need to have minimum of 1 product in a standing order. You will not be able to delete the last product in a standing order, it's recommended to delete the whole standing order instead 

5. You can edit the standing order details like the name and quantity of products in the standing order and click on 'Save Changes' button to Save your changes     
6. Click Show Details / Hide Details to view / hide the standing order details.                                                                                              
 

Adding products to an existing standing order

  1. In-order to add a product to an existing standing order, click on the drop-down besides the 'Add' button under Product image. 
  2. The drop-down will bring a list of all active Standing Orders. Note : You will not be able to add a product to a paused Standing Order. All paused Standing orders will be shown as 'Inactive' in the drop-down and will be greyed out
  3. Select the Standing Order to which you would like to add the product
  4. Below pop-up box will be displayed. Make a selection whether you would like to add the product as one-off only to the next order or for all the upcoming orders for that particular Standing Order  
  5. If the product has been added as one-off only to next order, you will see the product added to Standing Order with 'one-off' badge. This product line will disappear once the order is placed. However, if the product is added to all the upcoming orders, the product line will stay unless deleted. 
  6. Inorder to add multiple products to existing Standing Order, enter the quantity of products and add those products to Standing Order through the drop-down besides the 'Add x products to cart' button 

Importing Orders to Cart

If you are placing a bulk order on the B2B store, you can use the CSV template to import the products into your cart. 

  1. Go to My Orders | Import Orders .import_orders.png
  2. The Import Order dialog is displayed. Follow these steps to import the order to cart and proceed with placing the order.Import_dialog.png

  • Click Download CSV template.
  • Using Excel or any other spreadsheet editor, enter the correct values for the following columns:
    • Product Code: Ensure you enter the correct Product Code.
    • Quantity
  • Drop file or click and select to upload. The following dialog will be displayed.

  • Click Go Back to display the Import Order dialog.
  • Click Go To Cart to display the cart and proceed to order.import_orders_cart.png

Note:

  • You can ONLY import upto 300 product lines at a time.
  • If there are any errors, the first 10 line numbers where there is an error will be displayed.

Feedback and Support

You can get in touch with your B2B store support using the Contact info and enquiry form available on the page footer.

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