B2B portal settings
You can manage the settings and customize preferences for the custom portals you have added. Select a portal from the top of the screen to change its settings.
Open Integrations and then Cin7 Core B2B Portal. Select your B2B store and in the General tab you can change your B2B portal settings.
General
Portal name
The given internal name of the portal when it was first created. This is editable.
Your store URL
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.
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
Change 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.
General settings
Portal type
This only supports B2B only.
Portal contacts
Select 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
Choose the company address to be displayed in the portal's footer. Company addresses can be managed in Settings → Reference books → Company Addresses.
Portal location
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.
The Portal location will show active locations. Deactivated locations will show just the location ID. You can manage locations in Settings → Reference books → Locations and Bins.
Sales representative
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
Choose 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 customer credit select this option.
Invoice template
Select 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
Select 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
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
Choose the layout for how product tiles are displayed on the portal.
Price list template
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
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
Embed Google 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
Select a default tag for newly listed products in the portal's catalog.
Use HubSpot tracking
Embed HubSpot analytics tracking on all portal pages.
Shipping service
Choose from either manual shipping methods, 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
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
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
This is 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
Select 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
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
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
This 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 product images in shopping cart
Choose whether customers will see product images in the shopping cart. Only 10 images can be shown per product.
Show delivery preference
This 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.
Include available quantity in price list
Lets you choose to show the available quantity column in your price lists.
Show price before discount
Choose whether or not the non-discounted price (if applicable) for an item is displayed crossed out next to the discount price.
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
Choose whether B2B customers must add an attachment to confirm their order.
Show tax percentages
Choose to show tax percentages at checkout.
Show tax method
Displays tax inclusive or tax exclusive status for items in product catalog.
Show deal information on shopping cart page
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)
Allow customer to create new order when on credit hold
Lets customers on credit hold order products in the B2B portal. This is disabled by default.
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 additional attributes
Choose whether to show additional product attributes on the portal.
Hide images in product list
Lets you choose to hide images from product tiles in the product list.
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
Control 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.
Show only B2B attachments
When enabled, B2B customers will only see attachments they uploaded into the B2B portal. Otherwise, B2B customers can see all sales order attachments. This might include internal notes, or process documents. We recommend enabling this setting.
Follow us
You can add links to your social media channels to your portal to make it easier for customers to find your content. These will be displayed at the very bottom of your page.
Add social media links from the General tab of the portal, then scroll to Follow Us. Add the full URL of your social media channels and save your changes.
Sorting options for products on B2B portal
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).
Add, change or delete sorting options
Add a new sorting option by clicking 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.
Edit a sorting option by clicking either its sorting type or name, then select a new sorting type or enter a new name for the option.
Change the default sorting option by checking the box under the Default column.
Delete a sorting option by clicking delete X for that option.
Shipping methods
You need at least one shipping method marked as Active to activate your B2B portal.
Customers can select their shipping if Shipping Service is set to Manual shipping methods. If shipping service is set to a shipping integration or shipping zones, customers will see 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. If you use the manual shipping method, these service products will use the Product tax rule.
Add payment methods
Create all payment methods available for customers using your B2B portal. We recommend at least one payment method marked as Active before you activate your B2B portal.
Available payment method types are:
Cash on delivery
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Customer credit
You must have a customer credit account mapped in Cin7 Core and B2B customer must have available credit. You will need to configure settings to Create sale as: Authorized invoice to allow payment by customer credit.
Money transfer
Purchase order
Cin7 Pay (if you have set up Cin7 Pay)
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)
You can add a payment method by selecting General, and then under Payment methods, click +,enter a name and select a type for the payment method, then mark it as Active.