B2B portal settings
In this section, you can manage the settings and customise preferences for the custom portals you have added. Select a portal from the top of the screen to change its settings.
Go to the General tab to manage the B2B portal settings.
General settings
Portal name is the given internal name of the portal when it was first created. This is editable.
Your store URL is a link to your custom B2B portal. The URL can be changed at any point with Change domain. Once changed, customers with the previous URL will no longer be able to access your store.
Is active allows you to activate/deactivate the portal. Once a portal is deactivated, your customers are no longer able to log in and browse your products. You may consider deactivating the account during maintenance of the product listings or any other changes being implemented.
Configure custom domain name allows changing the domain name for the portal assigned when it was first created. When you click this button, a window appears where you can enter the new domain name. Click Change domain name to save the new name, otherwise click Close to cancel the change. When you change your custom domain name, current users and invitees to the portal before the name change will no longer be able to access the portal. You will need to notify users about the change or send invitations to existing users so they can access the portal using the new domain name, which is different from the custom domain name discussed in Custom domain for portal below.
Portal type is set to B2B. The current version of this feature supports B2B only.
Portal contacts allows selecting your company contact’s details. These will be displayed in the portal's footer. Company contacts can be managed in Settings → Reference Books → Company Contacts.
Portal address allows choosing the company address to be displayed in the portal's footer. Company addresses can be managed in Settings → Reference Books → Company Addresses.
Portal location is one of the locations you have set up to manage your inventory. Orders placed by customers via the portal will be automatically marked for fulfillment from this location, with the portal reflecting the stock quantity held in the location. However, the portal location can be changed when picking an order, or in the sale order header. You can manage locations in Settings → Reference Books → Locations and Bins.
Sales representative allows you to enter the sales representative you would like to associate with the sales orders generated by customers via the portal. If the sale is generated by a sales rep, the sales rep name will be used in this field instead.
Create sale as chooses how sales created via the portal are automatically generated in Cin7 Core. There are 3 options:
Authorized quote – does not reserve inventory and is a quote only.
Authorized order – reserves inventory for the order and is ready for pick, pack, ship, and invoicing.
Authorized invoice – reserves inventory for the order and is ready for the pick, pack, and ship with customer invoice authorized and available for sync with your accounting application. If you are going to allow payments using a credit account, select this option.
Invoice template allows selecting a template for invoice printing from the portal. Templates can be managed in Settings → Document & Email templates. See Manage Document and Email Templates for more information.
Default revenue account is an account in your chart of accounts that will be used for portal sales. If left blank, product, customer or default account mapping will apply to sales generated via the portal.
Show available quantity lets you choose from three (3) options for showing remaining available item quantities to customers:
Hide – the available quantity will not be shown.
In/out of stock – the actual quantity will not be shown. Customers will only see whether a product is In or Out of stock.
Show Quantity – the available quantity for the product will be shown.
Family price format for product families specifies the order in which prices are displayed.
Products list layout lets you choose the layout for how product tiles are displayed on the portal.
Price list template lets you select a price list template for invoices printing from the portal. A basic price list template is selected by default. Leave this field blank to disable downloading price lists. Templates can be created and managed in Settings → Document & Email templates. See Manage Document and Email Templates for more information.
Price tier for guest user lets you select the price tier for users accessing the portal as guests, or hide prices for guest users. Only available if Allow guest access is enabled. For more information, see Price tiers. Selecting the hide prices option will also hide any discounts displayed on product pages.
Google Analytics tracker ID lets Google Analytics users embed analytics tracking on all portal pages.
Google Analytics 4 Measurement ID A measurement ID in Google Analytics is a unique identifier connecting your website to the corresponding data stream in Google Analytics 4. It ensures that the data from your site is sent to the right location.
Tag name for NEW products allows selecting a default tag for newly listed products in the portal's catalog.
Use HubSpot tracking lets HubSpot users embed analytics tracking on all portal pages.
Shipping service lets you choose from either manual shipping methods or Shipping Zones as your shipping service or a connected shipping service. See Warehouse, shipping, and fulfillment for shipping services which integrate with Cin7 Core.
Minimum order amount allows you to specify a minimum amount for orders placed on the portal. When this setting is enabled and customer order total is less than the minimum order amount, a notification will be displayed at the top of the screen.
Maximum order amount allows you to specify a maximum amount for each order placed on the portal. When this setting is enabled and customer order total is more than the maximum order amount, a notification will be displayed at the top of the screen.
Price tier for RRP refers to the product's retail price. This is set to Do Not Show RRP Price by default, meaning that the retail price will not be displayed on the Portal unless this is set to display a pre-selected price tier. You can change this to your preferred price tier in Cin7 Core. Price tiers are configured in a product's details page. For more information on price tiers, see Pricing and price tiers.
On all orders page allows either All orders from all sales channels or only B2B orders on the portal to be displayed on the portal's All orders page.
Show extra parameters lets you choose where on the portal extra parameters will be shown.
Advanced settings
The settings in this section primarily control what information is shown to customers in the product catalog.
Allow backorder allows you to enable/disable back ordering if an order is placed through your B2B portal for an item that is not in stock. Enabling this setting will show out of stock items to your customers. When allow backorder is enabled, you can go to the Catalog page to enable/disable backorder at the product level.
Show out of stock items is only available when Allow backorder is disabled. (Enabling backorder will show out of stock items by default). This will let customers see which items are out of stock when browsing the B2B portal.
Show delivery preference is only visible when Allow backorder is enabled. When enabled, customer will be shown delivery options at checkout when one or more items in the order are out of stock. Available options are to receive morder in multiple deliveries, or a single delivery when items are restocked. When disabled, the customer will not be shown preferences.
Show product images in shopping cart allows toggling whether customers will see product images in the shopping cart. Only 10 images can be shown per product.
Show price before discount lets you choose whether or not the pre-discount price (if applicable) for an item is displayed crossed out next to the discount price.
Show tax percentages lets you choose to show tax percentages at checkout.
Show tax method displays tax inclusive or tax exclusive status for items in product catalog.
Allow customer to access portal when on credit hold lets customers on credit hold access the portal. This is disabled by default.
Hide images in product list lets you choose to hide images from product tiles in the product list.
Include available quantity in price list lets you choose to show the available quantity column in your price lists.
Allow guest access lets anyone, even uninvited customers, to access the portal's Home page. However, only customers who have been invited and accepted their invitation can log in to the portal and place orders.
Require attachment for order confirmation lets you choose whether B2B customers must add an attachment to confirm their order.
Show deal information on shopping cart page lets you choose whether to show deal information in your customer's shopping cart on the Portal. If a customer can unlock a better deal by buying more of an item, this will be shown on the check out page.
Note: If discount type is flat amount (e.g. a discount of $5, the portal will not display other potential deals)
Show additional attributes lets you choose whether to show additional product attributes on the portal.
Show minimum order quantity for products Products with minimum order quantities will display this information at the product selection page, in the customer shopping cart and at checkout.
Show maximum order quantity for products Products with maximum order quantities will display this information at the product selection page, in the customer shopping cart and at checkout.
Show product family as separate products Product variations within a product family will be shown as separate product listings, instead of as a family with options. This will remove the Bulk order option for customers.
Family products view controls how product family variations are displayed to customers on your B2B portal. You can select Matrix view, List view, or allow customers to switch between the two with Matrix & List. In Matrix view, the option type with the fewest options will be displayed on the horizontal axis, while the option type with more options will be displayed on the vertical axis for ease of display on the screen. This setting will not be visible if Show product family as separate products is enabled.
Sorting options
Customers are able to sort the products in your B2B Portal based on the options defined under this section. This section also sets the default sorting option.
The available sorting options are:
Product name (ascending): Products are alphabetically sorted by name in ascending order, e.g. A-Z.
Product name (descending): Products are alphabetically sorted by name in descending order, e.g. Z-A.
Price (ascending): Products are sorted by lowest to highest price, e.g. $1 - $100.
Price (descending): Products are sorted by highest to lowest price, e.g. $100 - $1.
Category (ascending): Products are sorted by categories arranged in ascending order, e.g. Category A to Category Z.
Category (descending): Products are sorted by categories arranged in descending order, e.g. Category Z to Category A.
Brand (ascending): Products are sorted by brands arranged in ascending order, e.g. Brand A to Brand Z.
Brand (descending): Products are sorted by brands arranged in descending order, e.g. Brand Z to Brand A.
The default sorting option is Product name (ascending).
To add a sorting option, click the + button, select a sorting type from the list, then enter a display name for the option. You may add as many sorting options as required.
To edit a sorting option, click either its sorting type or name, then select a new sorting type or enter a new name for the option.
To change the default sorting option, check the box under the Default column.
To delete a sorting option, click the X button to its right
Add shipping methods
In this section, you can add the shipping methods available to your portal's customers. These will be available for customers to select if Shipping Service is set to Manual shipping methods in the B2B portal General Settings. If shipping service is set to a shipping integration or shipping zones, the shipping methods in this section will be replaced by the shipping integration options or shipping zones based on location.
Click + and enter the carrier's name, amount (shipping cost charged to customer) and mark the carrier as active. If you have added shipping carriers to your Reference Books, you can click Add all existing carriers to quickly add these carriers to the list.
To show shipping costs on the portal, turn on Show shipping costs.
Tax rules associated with customer records will be applied to the selected shipping method, and tax will be calculated accordingly in sales invoices.
Note: At least one shipping method should be marked as Active before you can activate a B2B portal.
Add payment methods
In this section, you can create all payment methods available for customers using your B2B portal. Available payment method types are:
Cash on delivery
Money transfer
Purchase order
PayPal (if you have an active PayPal integration)
Stripe (if you have an active Stripe integration)
Authorize.net (if you have an active Authorize.net integration)
QuickBooks Payments (if you have an active QuickBooks Payments integration)
Pinch (if you have an active Pinch integration)
Cin7 Core Payments (if you have an active Cin7 Core Payments integration)
Credit account
To add a payment method, click +,enter a name and select a type for the payment method, then mark it as Active.
Note: At least one payment method should be marked as Active before you can activate a B2B portal.