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B2B Portal FAQs

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  • How can I access the B2B Portal?
    Go to B2B Portal on the main menu on the left hand side. 
  • Is the B2B Portal a stand alone product offering from Unleashed?
    The B2B Portal is not a stand alone product. 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.
  • Can I manually import/export my data in B2B Portal?
    No. Products and customers flow directly from Unleashed to B2B Portal. Sales orders once placed in your B2B Portal will be imported into your Unleashed account.
    The exception with sales orders import is when you 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.
  • How many products can I display on my B2B store?
    The number of products you can display is based on your B2B Portal subscription level.
    • Premium: 500 products
    • Premium Plus: Unlimited (based on the provisions of fair usage detailed in the Unleashed Terms and Conditions).
  • How many customers can I invite to access my B2B store?
    The number of customers you can add is based on your B2B Portal subscription level.
    • Premium: 250 customers
    • Premium Plus: Unlimited (based on the provisions of fair usage detailed in the Unleashed Terms and Conditions).
  • Do I need to upgrade my Unleashed subscription to access the B2B Portal? What are the different subscription plans for B2B Portal?
    You will need to add either the B2B Premium or Premium Plus option to your current subscription. This comes at an extra cost on top of your subscription plan.
  • How many stores can I add to the B2B Portal?
    The number of stores you can add is based on your B2B Portal subscription level. Premium: 1 store Premium Plus: up to 10 stores
  • Do I need to pay extra if i want to add more stores?
    The Premium version allows you to add only 1 store. If you want to add more stores, you must upgrade to the B2B Premium Plus plan. For more information, see the B2B commerce page on our website to find out more.
  • How can I contact Unleashed for B2B Portal support?
    You can send a request from the Support tab on the B2B Portal or please submit a case to our Experience Team.
  • Are Customer Pricing and Quantity Price Breaks applied on the B2B Portal?
    Yes. Only the applicable customer pricing and Quantity Price Breaks are displayed on the B2B Portal. For more information, look for Customer Pricing and Quantity Price Breaks on our Support Portal.
  • Can I configure the status of Sales Orders in Unleashed for orders placed from the B2B Portal?
    Yes, you can select the status of your orders from within the B2B Portal as Parked, Placed, or Backordered. For more information, have a look at our B2B Portal Setup.
  • Can I select the Unleashed warehouse for stock export and sales order import?
    Yes, you can select only one warehouse for stock export from Unleashed to B2B Portal and sales order import from B2B Portal to Unleashed. For more information, see  B2B Portal Setup.
  • What is the sync time for updates between Unleashed and B2B Portal?
    The sync time for stock, products, customers, and order updates is 15 minutes but sometimes it may be longer depending on the amount of data updating and syncing. For products or stock updates, you can try to re-save the product record in Unleashed again to trigger this action to update between systems. 
  • In Unleashed, can I identify which orders are coming from the B2B Portal?
    You can check the Created By details for the Sales Orders. This will display the details for the B2B store user OR you can add the "Sales Channel" header from the Hidden Columns of the View Sales orders screen (Sales> View Sales orders). 

    For more information, see B2B Billing.

  • Can I downgrade my B2B Portal subscription plan?
    Yes.
  • In Unleashed, can the B2B Portal Admin user modify a sales order placed on the B2B store by a customer?
    Yes. The order can be modified as required by the B2B Portal Admin user in Unleashed.
  • What is the sales order flow between Unleashed and B2B Portal?
    1. Sales orders and stock are synced every 15 minutes (might take longer based on the amount of data being imported):
      • B2B Portal is updated with accurate product stock from Unleashed
      • Sales orders are imported from B2B Portal to Unleashed
    2. When a B2B User places a sales order on the B2B store:
      • Order Status is displayed as "Processing"
      • Email confirmation for order request is sent
      • Sales order is imported into Unleashed
    3. B2B Admin user confirms sales order in Unleashed:
      • Sales order is completed in Unleashed
      • Unleashed sends updated sales orders to B2B Portal (every 15 min)
    4. B2B Sales order Status is Updated
      • Sales order is set to Completed
      • Sales order + Charges will now display on B2B Portal order history

     

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