Enabling the B2B Store
The first step to create your B2B store is to enable the Store.
1. From the Main menu, click on B2B Store:
2. Click on Enable:
B2B Store settings
These Store settings will apply to all your customers. You can then customize price levels, locations or the product selection for each customer.
1. Store setup
The URL is the browser link for your customers to access your B2B Store. Example: https://yourb2bstore.erplain.app
Note that when you invite your customers to your store, the email will include the URL.
You can also include your Google Analytics Tracking ID if you need to get reports on your store usage.
Then, you can add a support email and phone number. It will be displayed when clicking on the question mark at the top of the page:
2. Product setup
In this section you can select the product categories (Tags, Brands and Seasons) you would like to have available for the B2B Store.
Note: In addition to selecting these categories, you will have to send your selection of products to the Store. This is done directly in the product list. You will find additional information on this selection in the Products section.
You can also choose to Display your Available stock, Display out of stock products, Incoming stock or Allow purchasing out of stock products.
3. Orders default values
These default values will only apply if you haven't selected a Price level, a Stock location, a Tax type or a Tax in the customer profile. The Customer profile value will have the priority.
In this section, this is where you can customize the look of your store. You can select the following options:
- Primary and Secondary colors
- Login headline
- Login description
- Login background
- Store banner
Here is the login screen for your customers. The Login background is shown on the left.
For a borderless style, we recommend choosing a 800x600 login background.
The Primary and Secondary colors will be used to customize your store, as shown in the example below. Select the HEX Color or click in the color box:
The Store banner is shown at the top of your store (1500x300 ratio):
In this section, you can select a few products you would like to feature at the top of the product selection. You can use this feature to highlight popular products or products on sale, for example.
In this section, you can choose which filter to display in your store: Tags, Seasons or Brands:
Store view of the filters
You can also choose which Tag, Season or Brand to display in your store. Please note that this is not affecting which products will be displayed in the store, only which Tag, Season or Brand will be visible.
In this section, you can create an "About us" page that will be displayed on your store to provide more information about your company:
Preview of your Customer's store
You can preview what the store will look like for your customers. From the menu Customers in the B2B Store menu, you can click on "View customer's store":
IMPORTANT: Once you are done with previewing your customer's store, make to sure to Exit by clicking on "Leave Store".