Step 1: Access System Settings
Navigate to the System Settings menu:
Click your profile icon in the bottom left-hand corner.
Open the System Settings section.
Step 2: Configure B2B Portal Settings
Global Product Template
This setting applies a default product template to users or companies without a specific template assigned.
Adjust the template to define the default layout for B2B portal product displays.
Override Approval Process
Enable this if you want an approval process for all orders before they proceed to an invoice or push to systems like QuickBooks or ShipStation.
When enabled: Every submitted order requires manual approval.
When disabled: Orders automatically proceed without approval.
Discuss this setting with your customers to align with their preferences.
Payment Instructions & Checkout Customization
Add custom payment instructions or messages to be displayed at checkout.
These include text descriptions, company footers, or notes to guide customers during the checkout process.
Step 3: Advanced Checkout Options
Allow Add to Cart for Zero-Priced Items
Enable this if you want customers to add items with a zero price (e.g., sample orders or removal orders).
Allow Add to Cart for Out-of-Stock Items
Enable this to allow customers to add out-of-stock items to their cart (e.g., for backorders or pre-orders).
Allow Checkout for Zero Order Total
Use this setting to allow customers to complete checkout even if the total order value is zero.
Allow No Payment Checkouts
Enable this if payment is handled outside the portal, such as:
Generating invoices for payment in QuickBooks.
Processing manual payments over the phone.
Show Credit Card Form
Enable this if you integrate with payment processors like Authorize.net or CyberSource to require transactions at checkout.
Allow Unpaid Orders Approval Process
Use this option to ensure unpaid orders go through the same approval process as standard orders.
Step 4: Inventory Display Settings
Show Inventory Numbers
When enabled: Displays the exact inventory count (e.g., “25 units in stock”).
When disabled: Displays only stock statuses (e.g., “In Stock” or “Out of Stock”).
Step 5: Configure Notifications
B2B Portal Order Notifications
Assign staff to receive notifications for B2B portal orders.
Schedule notification delivery times.
Contact-Specific Notifications
When adding a new contact, configure the following notification options:
Receive Client Quotation Email: (Rarely used; can be ignored.)
Receive Client Purchase Order Email: Notifies the contact when an order is placed.
Receive Client Purchase Order Invoice Email: Notifies the contact when the order is converted to an invoice.
Step 6: Testing & Review
Place a test order on the B2B portal to verify:
Custom payment instructions, footer text, and checkout messages appear correctly.
Approval processes and notifications work as expected.
Make adjustments as needed through System Settings.
By customizing these settings, you can ensure the B2B portal meets your business requirements while providing a seamless experience for your customers.