B2B/Store Management
B2B/Store Management module is included only in the Platinum Pro solution plan.
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 one by one or click on the Import button to import a large number of customers in one go.
OnPrintShop solution has an Order Approval System 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.
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 for your website customer.
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:
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.
Yes, with the help of the technical team we can make a Private/B2B store an open 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.
No, you cannot have the department name on the invoice. You can have the invoice with the store name only.
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 Business 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:
Yes, Approver can modify the orders as well as the designs.
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.
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:
Yes, you can assign shipping methods to a specific store or store-wise.
Yes, you can personalize the login page from the Admin >> Store Management >> Stores >> Action & Configuration >> Pages personalization.
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.
No, we don’t support the SVG file for the logo upload. The allowed formats are JPG, JPEG, GIF and PNG.