Setting Up & Managing Your B2B Collections

Owned by Sandra Petrovic
Jun 29, 2023
2 min read

  1. When you open your B2B website in the Website Updater your B2B collections will appear in the tabs at the top. We have 2 default tabs to begin with, 1 is INDENT and 1 is STOCK.

     

  2. If you wish to create collection tabs with different names then you can hide INDENT and STOCK by clicking on the tab and then selecting the ‘Hide on B2B’ tick box.

     

  3. You can set one tab to be your default collection. This means the tab selected will be the first collection displayed to the customer or agent when they log in to the B2B.

     

  4. To create a custom collection tab select '+'

     

  5. Give the new collection a name and then hit enter to close the edit text box, this will also save your collection.

     

  6. Should you need to delete custom collection tabs then simply click on the 'x' in the top right corner of the tab

     

  7. To set the custom collection as INDENT or STOCK simply select the tick box next to ‘Mark as Indent’ or ‘Mark as Stock’:

     

    1. Indent allows the user to order any qty of items, regardless of inventory and will add as an INDENT order

    2. Stock will display the available qtys to the customer and they can only order based on the inventory that is available. The orders will be created as STOCK orders, with reserved inventory, ready to ship right away.