Take your B2B store to the next level with these SEVEN handy tips and tricks. ππ½
Learn how to optimize the usage of your B2B Commerce Platform. Do a myriad of things such as; tailor your B2B store to each buyer's needs, 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 out-of-stock products
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
Custom Price Lists
To set a custom price list that only a specific customer can see, navigate the Relationships tab from the main navigation bar. Then, select the βCompanyβ 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 βDefault Price Listβ.

You can select the Price List that you want to assign to this specific business customer from the drop-down list. Once done, click on βUpdate Customerβ.
Now you have a customized price list that your customer will view on your B2B store! β¨
Discounts
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 βCompanyβ 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 βDefault Discountβ.

You can now set up the Discount percentage for the specific business customer. Once done, click on βUpdateβ.
Now the customer will be able to see their orders with the assigned discount! π°
Order Statuses
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 βSettingsβ.

Change your Order Status so that orders come in as βDraftβ and do not commit your stock. If you have set it to βActiveβ as in the example above, orders coming in from the B2B store will commit stock automatically. π Once done, click on βUpdateβ.
Custom Tax Types
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 β 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 βBusiness Customerβ 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 βDefault Tax Typesβ drop-down box.

Select the tax type you want to apply to orders from this specific customer. Once done, click on βUpdate Customerβ.
This tax type will now be applied to the customer when they shop in your B2B store. π§Ύ
Manage B2B Store Access
You can control various contactsβ 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 the respective contact, click on the Manage button and choose βRevoke Accessβ.

You will notice that the Status for the contact then updates to βUnauthorizedβ.
He/She will no longer have access to your B2B Store. π
Personalize your B2B Store Front
Make your B2B store engaging with the customers who have been invited. Navigate to the
B2B Commerce tab and click on the βVisit your B2B Storeβ button located on the top right-hand corner.
You will see an admin panel with a hamburger menu icon β° on the top left of the page. You can customize your store in four ways β Branding, Content, login, and Access.
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.
ππ½ββοΈThis is our utmost favorite tip for bringing your B2B store to the next level!
Order Confirmation Emails
You can now set up Order Confirmation Emails to receive a confirmation email each time your customer places an order.
To set up this function, navigate to the B2B Commerce tab and click on βSettingsβ.

Check the box βSend Order Confirmation Emailβ and click βSave Changesβ.
Your customer will start receiving confirmation emails hereon. π§
Your B2B Commerce platform is now top of the line! ππ½We wish you and your customers a delightful experience buying and selling virtually.
What's next?
Here's a bonus webinar video on how to get more out of your B2B store explained by our QuickBooks Commerce experts.