B2B Portal

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Bookmarks: Customer-Specific Products and Pricing | Request Access to View Our Demo B2B Portal

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The Zeablue B2B Portal allows wholesale customers to securely log in, browse products, view their assigned pricing, and submit orders online. Submitted orders are automatically imported into Zeablue Inventory, where they can be processed like any standard sales order.

 

How the B2B Portal Works

1. The customer visits your B2B Portal website URL (for example, myb2bportal.qblue.biz).
2. The customer signs in using their email address.
3. They browse products and add items to their shopping cart.
4. At checkout, they can review or add a shipping address and enter a purchase order number if required.
5. The payment method is automatically set to B2B Purchase Order and freight charges are marked as TBA (To Be Advised).
6. The customer submits the order.
7. The order is automatically imported into Zeablue Inventory for processing.

 

Customer Access

Customer Tags

Customers must be assigned the B2B Access tag or a Pricing Tier tag to access the portal.

1. Go to Settings > Tags.
2. Create or maintain the required tags.
3. Open the customer company profile.
4. Assign the B2B Access tag.

By default, all contact persons under that customer account can log in using their own email addresses.

Assign Tags

View and edit the customer card file, then choose a tag like the below:

 

To prevent a contact from accessing the portal, enable Disable website pricing tiers on that contact's record.

 

Wholesale Pricing Tiers

Create a Wholesale Pricing Tier

1. Go to Sales > Promotions & Pricing Tiers.
2. Click New Promotion or Pricing Tier.
3. Select Pricing Tier by Products.
4. Enter a name, such as Wholesale Prices or Tier 1 Pricing.
5. Select the customer tag that the pricing tier applies to.
6. Click Add Products.
7. Enter wholesale pricing for each product.

Edit Wholesale Prices

1. Open the product from SKU Variations.
2. Click Pricing Tiers.
3. Add or update pricing as required.

 

Publishing Products to the B2B Portal

Products can be published or removed using either of the following methods.

Method 1: SKU Variations

1. Open the product from SKU Variations.
2. Click Publish to Sales Channels.
3. Select B2B Portal to publish the product.
4. Clear the selection to remove the product.

Method 2: Channel Feeds

• Click Add Products to publish products.
• Select products and click Remove Selected to remove them.
• Search using a SKU or product description.

Zeablue synchronises products, customers, and orders approximately every 15 minutes.

Manual Synchronisation

1. Go to Products > Channel Feeds.
2. Select the B2B Portal channel.
3. Click Click to Update.
4. Click Sync Now.

 

Approving Access Requests

This is an optional configuration where on the B2B Portal website, new customers can submit a request for access.

New portal access requests are automatically imported into Zeablue Inventory. To view these:

1. Go to CRM > Companies.
2. Click B2B Portal Access Requests.
3. Wait for the system to refresh pending requests.
4. Select the request.
5. Click Approve Access & Create Customer.

If a matching company already exists, Zeablue creates a new contact under that customer record. Otherwise, a new customer company and contact are created automatically.

 

Customer-Specific Products and Pricing

This feature enables customers to view only the products and pricing assigned to them.

1. Assign a pricing-tier customer tag to the customer.
2. Ensure the customer's first name, last name, and email address are completed.
3. Create a corresponding Pricing Tier by Products promotion.
4. Assign the relevant customer tag to the pricing tier.
5. Configure the products and pricing the customer can view.

 

Inviting Customers

1. Open the customer record via CRM > Companies.
2. Ensure the customer has a valid name, email address, and pricing-tier tag.
3. Click Invite Portal Access.
4. Review the email template and send the invitation.

Customers can access the portal through the link included in the invitation email and create their own password.

If a customer forgets their password, they can use the Forgot Password option on the login screen.

 

Additional Logins for the Same Customer

Multiple contacts can access the same customer account and share the same pricing and product visibility rules.

1. Edit the customer record.
2. Select Contact Persons.
3. Add a new contact.
4. Enter their name and email address.
5. Use the standard portal invitation process to invite the contact.

 

New Products Menu

This is an optional configuration.

Products tagged as New are automatically displayed on the portal's New Products page.

1. Edit the product.
2. Click List Product.
3. Assign the New tag.

 

Request Access to View Our Demo B2B Portal

Would you like to explore the Zeablue B2B Portal before setting it up for your business? We can provide access to our demonstration portal so you can experience the customer ordering process firsthand.

To request access, please email us with your name, company name, and contact details. We will provide you with the demo portal URL and login credentials.

Request Demo Access:

• Email: support@zeablue.com
• Subject: B2B Portal Demo Access Request

The demo portal allows you to browse products, view pricing, add items to the cart, and experience the ordering workflow from a customer's perspective.

 

B2B Portal Settings

• Wholesale Customers: All contacts under customers tagged with B2B Access can sign in.
• Wholesale Pricing Tier: Portal pricing is sourced from the configured pricing tier.
• Use Product Types Instead of Categories: Displays product types in the navigation menu instead of top-level categories.