Qblue Inventory
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B2B Portal

Bookmarks: Customer tags | Wholesale price tier | Publish products onto the B2B Portal | New request for acccess | Configuration: Customers own products and prices | Additional logins under the same customer card file

Qblue Inventory provides a B2B Portal which allows your wholesale customers to login, browse products and place their own orders.

How it works:

  • A wholesale customer access a B2B Portal website URL, for example: myb2bportal.qblue.biz
  • They login using their email address
  • Browse products and add to shopping cart
  • Go to checkout:
    • Check or add their shipping address
    • Enter a purchase order number if required
  • The order's payment method will be set to "B2B Purchase Order" and the shipping fee will be set to TBA (to be advised)
  • Click CONFIRM ORDER (or SUBMIT ORDER)
  • The order comes into Qblue automatically and it can be processed like a normal sales order.

The B2B Portal is available as an addon to the Qblue Inventory system.

 

Settings (Settings, B2B portal options):

  • Wholesale customers
    • when a customer is tagged with "B2B Access", all of its contact persons have access to the portal, this is so multiple staff within the same company can login
  • Wholesale price tier
    • the product prices are taken from the Wholesale price tier or select a different tier from the B2B Portal settings page
  • Using products types instead of categories for the B2B Portal top menubar
    • by default, the top level product category names will be displayed on the menubar, enable this setting to display the product types instead.
    • for example, your Shopify website uses smart collections

 

Customer tags:

To setup or maintain tags, go to Settings then Tags.

In order for a customer to have access to the B2B Portal, they must have the "B2B Access" tag assigned from the companies profile page.

For example:

 

Then, by default all of its contact persons can login using their email addresses. A contact can be excluded from access by ticking the "Disable website pricing tiers" checkbox on the edit Contacts page.

When a customer is given access for the first time, they must reset their password from the portal's login page.

 

Wholesale price tier:

To setup or create the Wholesale price tier:

  • go to Sales menu, then "Promotions & pricing tiers"
  • click "New promotion"
  • select "Price tier by products"
  • enter the promo name for example "Wholesale prices"
  • select the "B2B Access" or "Business" customer tag
  • click "Add products"
  • enter the products wholesale prices

For easy of data entry, click "Download" to export the price tier data template and fill the data before re-uploading it back onto the system.

To edit the wholesale price for a product:

  1. Edit the product from the "Sku variations" page
  2. Click on the "Pricing tiers" hyper link
  3. Add or update the prices on the pricing tiers page

For example:

 

Publish products onto the B2B Portal:

There are two ways to add or remove products to show on the B2B Portal:

  1. On the "Sku varitions" page (under the Products menu)
    • When editing a product, click on the "Publish to sales channels like Shopify" hyperlink to the right hand side of the screen
    • Tick against the channel "B2B Portal" to add the product to the feed
    • Untick against the channel "B2B Portal" to remove the product to the feed
  2. On the "Channe feeds" page (under the Products menu)
    • To add products, click on the "Add products" green button
    • To remove products, tick and select the products, then click on the "Remove selected" button
    • To search for a product, enter its product description or sku

About once every 15 minutes, Qblue automatically syncs data (customers, products, and orders) between the portal.

To manually trigger a sync at any time:

  • Go to Products menu
  • Channel feeds, ensure the "B2B portal" channel is selected
  • Click "Click to update"
  • Click "Sync now"

 

New request for acccess:

All new requests that are submitted from the B2B Portal go into Qblue Inventory.

To approve them:

  1. Go to the Companies page
  2. Click "B2B Portal Access Requests" button to the right hand side of the top of the page
  3. Wait for Qblue Inventory to finish checking the latest request information
  4. Click on a person
  5. Click "Approve access & create customer"
    By doing this step, Qblue Inventory checks to see if the company name exists in the database, if so, it create a new contact person under the existing customer profile.
    Otherwise, it creates a new customer company profile as well as a new contact under that company.

 

Configuration: Customers own products and prices

This setting tells the B2B portal system to display the customer's prices and products that they are allowed to view.

When setting up a new customer to access the portal, the following conditions need to have:

  1. The customer must have a pricing tier tag
    • Edit the customer card file
    • Select from the existing tags or enter a new pricing tier tag, for example: Tier 1
  2. The customer must have both first & last names and a valid email address
  3. The pricing tier must be setup and valid under sales menu, then "Promotions and pricing tiers"
    • Add a new pricing tier type "Pricing tier by products"
    • Select (or create) the customer tags (Limited to customer tags) that the pricing tier applies to, for example: Tier 1
    • Select the products and prices that the customer will see

Invite customers to access:

  1. Open the customer card file (CRM > Companies)
  2. Ensure the customer has:
    • both first & last names
    • a valid email address
    • a valid pricing tier tag
  3. If the #2 conditions are met, then a blue button called "Invite portal acces" is available. By pressing this button, it opens a new window and popup the email invitation template.
  4. If the customer has already got access to the portal, it will say "Portal access enabled". To re-invite the customer:
    • Go to CRM > Companies
    • Click on "B2B portal access" (at the top of the companies page)
    • Click "Invite customer"
    • Search or enter a customer to continue

To access the portal, the customer can click the portal URL link embedded in the email and then choose a new password to continue.

If the customer has forgotten their password, click on "Forgot password" from the portal login page.

 

Additional logins under the same customer card file:

After the customer has allowed access to the portal, you can add other logins to have the same access profile, that is same pricing tier prices and products.

To do that:

  1. Edit the customer card file
  2. Click "Contact persons" on the left
  3. Add a new contact person
  4. Ensure the person has both first & last names and a valid email address
  5. To invite access:
    • Go to CRM > Companies
    • Click on "B2B portal access" (at the top of the companies page)
    • Click "Invite customer"
    • Search or enter the customer to continue
    • Then choose the contact person's email from the "To email" dropdown or manually enter their email address

 

 

 

If you have any questions, ask us by creating a help desk ticket.