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B2B Portal

  • Using the Sales App at a fair: from setup to order processing
  • How to create a quote for a customer?
  • Convert manual orders into portal orders with AI Order Convert
  • Working with agents in your team
  • Enabling "Request a quote" on your portal
  • Setting up auto-rules for customer groups
  • Downloading catalog files from a Portal
  • Setting payment terms on customer groups
  • Quote requests for portal orders
  • Set up custom product categories
  • Enable catalog view for logged-out users
  • How to set custom fields to products.
  • How to create a specific price list for your Portal?
  • How to manage your different customer groups?
  • How to create a direct order for your customer?
  • How does our B2B Sales App work?
  • What is the B2B Portal?
  • Who can benefit from the B2B Portal?
  • Setting up your private B2B Portal
  • Add your own custom domain for your B2B Portal
  • Publishing products to your B2B Portal
  • How to manually sort your products with the B2B portal
  • Managing specific pricing for your B2B Portal
  • Managing your shipping settings with the B2B Portal
  • How are the payments processed through the B2B Portal?
  • How is the VAT applied for orders with the B2B Portal?
  • Offering Buy now Pay later with the B2B Portal
  • How to enable pick-up for your B2B portal
  • How to set shipping fees based on weight for the B2B Portal?
  • Google tag manager support
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