Tips and Tricks from the B2B Commerce Platform Experts

Take your B2B store to the next level with these SEVEN handy tips and tricks 🙌🏽

Learn how to optimize the usage of your B2B Commerce Platform. Do a myriad of things such as; tailor your B2B store to the needs of each buyer, promote and feature your products, set up automated processes and have full control over who can view your store.

Here are some key tips and tricks we'll cover:

1. Custom Price lists for each customer

2. Custom Discounts for each customer

3. Flexible Order statuses, allowing to sell products that are out-of-stock

4. Custom tax types for each business customer

5. Manage access to your B2B Commerce platform

6. Personalize your B2B Store Front

7. Order Confirmation emails for your customers

To set a custom price list that only a specific customer can see, navigate to the Relationships tab from the main navigation bar. Then, select the ‘Company’ that you want to assign the custom price list to.

Click on the Edit button at the top right-hand corner of the page. Scroll down and you will see a field labeled ‘Default Price List’.

From the drop-down list, you can select the Price List that you want to assign to this specific business customer. Once done, click on ‘Update Customer’.

Now you have a customized price list that your customer will view on your B2B store! ✨

You can set different discounts for each of your business customers if you need to (e.g. loyal customers get a bigger price slice).

Navigate to the Relationships tab from the main navigation bar. Then, select the ‘Company’ for which you would like to add the discount.

Click on Edit and scroll down to your Default settings. You will see a field named ‘Default Discount’.

You can now set up the Discount percentage for the specific business customer. Once done, click on ‘Update’. 

Now the customer will be able to see their orders with the assigned discount! 💰

You have the flexibility to choose whether or not you want to commit the stock for orders that come in through your B2B store. This is useful if you do not want your store to display that products are out of stock.

To enable this, navigate to the B2B Commerce tab from the main navigation bar and click on ‘Settings’.

Depending on the type of products you are selling, different taxes may apply to buyers from all over the world. A prime example of this would be, buyers of Alcohol – where every country has different duty rates.

You can assign/set up a custom tax type for each customer via the Relationships tab. Select the ’Business Customer‘ you want to add the tax type to.

Click on the Edit button at the top right-hand corner of the page and scroll down to Default Settings. Then, click on the ‘Default Tax Types’ drop-down box.

Select the tax type you want to apply to orders from this specific customer.  Once done, click on ‘Update Customer’.

This tax type will now be applied to the customer when they shop in your B2B store. 🧾

 

Manage B2B Store Access

You can control various contacts’ access to the B2B store (i.e., revoking access). This is useful if the contact is no longer a wholesale customer of yours.

Navigate to the B2B Commerce tab from the main navigation bar. Then, within the ‘Customers’.

Next to respective contact, click on the Manage button and choose ‘Revoke Access’.

You will notice that the Status for the contact then updates to ‘Unauthorized’.

He/She will no longer have access to your B2B Store. 🔓

 

Personalize your B2B Store Front

Make your B2B store engaging to the customers who have been invited. Navigate to the 

B2B Commerce tab and click on the ‘Visit your B2B Store’ button located on the top right-hand corner.

You will see an admin panel with a hamburger menu icon ☰ on the top left of the page. You can customize your store in four ways – Branding, Content, Login, and Access.

Tip

Check out this article that takes you through customizing the entire B2B shopping experience for your customers.

At QuickBooks Commerce, we want to create the best experience for you and your B2B customers.

🙋🏽‍♀️This is our utmost favorite tip to bring your B2B store to the next level!

 

Order Confirmation Emails

You can now set up Order Confirmation Emails so that each time your customer places an order, they receive a confirmation email.

To set up this function, navigate to the B2B Commerce tab and click on ‘Settings’.

Check the box ‘Send Order Confirmation Email’ and click ‘Save Changes’. 

Your customer will start receiving confirmation emails hereon. 📧

Your B2B Commerce platform is now top of the line! 👏🏽We wish you and your customers a delightful experience buying and selling virtually.