B2B/Store Management

10 min

\general\ \in what plan my b2b/store management is included?\ b2b/store management module is included only in the platinum pro solution plan \how to create the b2b/store customers?\ you can add store/b2b customers from the admin >> store management >> 'action' dropdown >> 'view customers' option from the “view customers” screen, click on the add button to add store customers https //docs onprintshop com/user manual/view store customers one by one or click on the import button to import a large number of customers in one go \what is the order approval process and how it is used?\ onprintshop solution has an order approval system https //docs onprintshop com/user manual/order approval process that can be applied to the b2b stores with this system, the order will be channeled to a company approver orders can be approved or rejected by the approver and the approver has some functionality to alter the order, if necessary note the order approval system will only work when the pay on balance is enabled for the store \what are the store fields and how to use them?\ store fields are form fields that the store admin and site admin can create for their store customers these fields can be based on an individual store or department specific these fields will be useful in the block templates and will help you gather an individual’s data examples of such fields can be – date of joining, blood group information on these fields can be helpful while designing identity cards learn how to use the store fields https //docs onprintshop com/user manual/store fields for your website customer \can i make my b2b/store tax free?\ yes, you can make your b2b account/store tax free for this, navigate to the admin >> store management >> action & edit , enable the “ allow tax exemption ” feature, and save the changes \store \ \management\ \how can i add a b2b/store account?\ to add a b2b/store account, navigate to the admin panel >> store management >> stores and click on the ‘ +add ’ button from the top right corner learn more about setting up a store https //docs onprintshop com/user manual/create new store \can i make my b2b stores like open stores?\ yes, with the help of the technical team we can make a private/b2b store an open store \can i set different departments/locations in the same store?\ yes, you can set different departments/locations of the same store to enable the department module for the store, navigate to the admin panel >> store management >> stores >> action & edit tab and enable the department module learn more about the store department https //docs onprintshop com/user manual/departments \is it possible to have the department name on the invoice?\ no, you cannot have the department name on the invoice you can have the invoice with the store name only \can i add a sales agent to a default store or private store wise? if yes, then how?\ yes, you can add a sales agent to a default store or private store wise for this, follow the below steps navigate to the admin >> store configuration >> site settings >> search for "enable sales agent module?" and select yes from the drop down save this change now, navigate to the b usiness partner >> sales agent >> add button specify the details and click on the save button finally, go to the store management >> stores >> select the store >> action & edit here, under the store details section, locate the select sales agent field, and select the sales agent from the drop down \can my approver modify the order \& design?\ yes, approver can modify the orders as well as the designs \is it possible to not display the price to my customers?\ yes, it is possible to not display the prices to your customers for this, navigate to admin >> store management >> stores >> action & edit and disable the “ show price to customers ” note this will only work when the pay on balance is enabled for the store \can i limit the options displayed under the my account link? how?\ yes, you can limit the options displayed under the my account link to limit the options, navigate to the admin >> store management >> stores >> action & edit under the content settings section, locate my account link, select the custom radio button and select the options which you want to show up under my account link \can i assign shipping methods to a specific store or store wise?\ yes, you can assign shipping methods to a specific store or store wise \store configuration\ \can i personalize my login page?\ yes, you can personalize the login page from the admin >> store management >> stores >> action & configuration >> pages personalization \how can i change the favicon of my store?\ for changing the favicon, navigate to the admin panel >> store personalization >> website themes >> website logos button on the website logos page, select the store for which you want to change the favicon and then, upload the logo \can i upload an svg file as our logo?\ no, we don’t support the svg file for the logo upload the allowed formats are jpg, jpeg, gif and png