The B2B Setup Tour will allow you to set up your B2B eCommerce Platform seamlessly till completion.
Once you click on Set up my Store, you will be redirected to the B2B Setup Tour.
You will be guided through 4 steps to complete the set up of your store.
Step 1 of 4 - Confirm your default B2B Settings
Customize the way your B2B Store works by going to B2B eCommerce > Settings. This page is always available to change the Order Management, Pricing, Tax and Shipping settings for your B2B Store.
Stock Location Fallback
By setting up your Stock Location Fallback, you're making sure that your B2B catalog is never empty. In some cases, your B2B customers may not have a default stock location assigned to them. When such customers log in to your B2B store, they will see products from the Stock Location Fallback.
Price List Fallback
By setting up Price List Fallback, you're making sure that your B2B is never empty. When customers without a default price list log in to your B2B store, they will see products and prices from the Price List Fallback.
Step 2 of 4 - Publish products to your B2B Store
Manage the products shown in your B2B store in the B2B eCommerce > Products tab. This page is always available to publish or unpublish products from your B2B store. You can publish the products individually or execute publish or unpublish actions in bulk. Please click here for more information on the different ways you can publish products to your B2B Store.
Step 3 of 4 - Design and Preview your B2B Store
Control the look of your B2B store - Brand identity matters. In the B2B Admin panel, you can add a logo, apply your brand colors, and even customize the login page. Preview what your customers see - Test how your store looks for each specific customer and make sure that they see the correct products and prices. Please click here for more information on customizing your B2B Store. Also, click here for more information on how to Brand your B2B Store. Once done, click on Launch and Invite Customers. You can also Preview your B2B Store as different customers by selecting a customer from the Preview Store As drop-down menu.
During Step 3, you can also Customize your B2B Invite Email. Please click here for more information on creating a custom B2B Invite Email Template. Once finished with Step 3, you will be prompted to Create Customer Invites.
Step 4 of 4 - Invite Customers to your Store
Now that your Invite Email has been set up, you are ready to invite contacts to your store. Manage contacts who have access to your B2B store in the B2B eCommerce > Customers tab.
There are two ways to invite customers to your B2B Store: Invite contacts individually or send your invitation to multiple contacts in Bulk. Please click here for more information on Inviting and Managing your customers.
Once finished with Step 4, you will see the following screen:
Please click here for a wealth of information on all areas of the B2B eCommerce Platform.