The B2B Setup Tour will allow you to set up your B2B Commerce Platform seamlessly till completion.
Once you click on Set up my Store, you will be redirected to the B2B Setup Tour, as shown below.
You will be guided through 4 steps to complete the setup of your store.
Step 1 of 5
Confirm your default B2B Settings
Customize the way your B2B Store works by going to the B2B eCommerce tab > ‘Settings’.
This is where you tweak your General, Orders, Pricing, Tax and Shipping, Payments, and Maintenance Mode settings for your B2B Store.
What are Stock Location and Price List Fallbacks?
Setting up the Stock Location Fallback ensures 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.
Setting up the Price List Fallback ensures that your store 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 5
Publish products to your B2B Store
To manage the products shown in your B2B store, click on the B2B Commerce tab > ‘Products‘. You can publish or unpublish products to and from your B2B store. There is an option for you to perform these actions individually or in bulk.
Learn the different ways you can publish products to your B2B Store here.
Step 3 of 5
Design and Preview your B2B Store
Brand identity matters, so this is the time to be the designer of your B2B store! In the B2B Admin panel, you can:
- add a logo,
- apply your brand colors, and
- customize the login page.
Check out how to customize and give your B2B store a personalized identity here.
Preview what your customers see when they log in by testing how your store looks for each specific customer and ensuring that they see the correct products and prices. Once done, click on ‘Launch and Invite Customers’.
Then, you’ll be prompted to customize your B2B Invite Email Template. Click ‘Create Customer Invites’.
You may jump ahead to Step 5 of this article to explain in detail the steps to inviting customers to your B2B store and customizing email templates.
Step 4 of 5
Set up B2B Payments
Now for the part, you might care about the most - getting paid on time 🤑 , So how do you set up your B2B Payments online?
For more information on setting up your payments in QuickBooks Commerce, read this guide.
After you set up B2B Payments, your customers can make credit card payments on your store.
Step 5 of 5
Invite Customers to your Store
Now, are you ready to invite contacts to your store? Manage contacts who have access to your B2B store in the B2B Commerce tab > ‘Customers’.
There are three ways to invite customers to your B2B Store:
- Shareable Link
Here’s an easy-to-follow article showing you how to invite customers to your B2B Commerce store.
Happy selling 😁