Set up B2B Portal

Set up B2B Portal

Cin7 Core's B2B eCommerce Portal enables your customers to browse and order from your catalog 24/7. You can watch a video tutorial on the B2B Portal or read this article.

The Core B2B Online Portal provides a scalable and flexible platform uniquely focused on companies doing business with each other. For example, manufacturers selling to distributors and wholesalers selling to retailers.

You can specify a custom domain name for your portal, although this may require additional costs for getting a domain name from a registrar. See Custom Domain for Portal for detailed instructions.

Once you have completed setting up your B2B portal, try the following articles:

  • Using B2B portal: See how to use the portal as a customer, logging in for the first time, ordering products, and managing orders.

  • Set up Product Deals: Product Deals can be used to apply or combine discounts at the order level for your B2B customers, for example if the customer's order has met a certain criteria, such as including certain products or brands, or meeting a certain order amount.

    • You will need to enable the Show Deal Information on Shopping Cart Page to let your customers if they are missing items they need to qualify for a deal.

  • Create price lists for customers

Prerequisites

  • Set up Contacts (Required)

  • Set up Addresses (Required)

  • Set up Locations (Required)

  • Set up Accounts (Required)

  • Familiarity with sales (recommended)

  • B2B portal requires an add-on to your base subscription per portal.

Set up a new B2B portal

To begin setting up your custom B2B portal, navigate to Integration → Cin7 Core B2B Portal. If you have not previously created a portal, you will be greeted by an empty Overview page. You may have several portals for different customers, each with different lists of products to sell. Each B2B portal requires a B2B portal license added to your base subscription.

  1. Click + to add a new portal.
         

  2. Enter a name for your portal. The name is appended as a subdomain and reflected in your store URL, which will be used by your customers to access the portal.
         

  3. Click Add. Repeat Steps 1-3 to add more portals.

Note: You can also specify a custom domain name for your portal, although this may require additional costs for getting a domain name from a registrar. See Custom Domain for Portal below for more information.

Configure B2B portal settings

In this section, you can manage the settings and customize preferences for the custom portals you have added. B2B portal settings control at what stage orders are captured and turned into sales in Cin7, what information is shown to customers and guests, the shipping and payment methods available to your customers, and much more. See B2B portal settings for detailed information.

Custom domain for portal

It is possible to point a B2B portal to your own custom domain name rather than the default Cin7 Core portal address. You will need to buy your custom domain name from a domain registrar.

To bind your custom domain name to your Portal, you need to create a CNAME entry on your domain hosting provider's DNS server that points to your B2B Portal permanent address (<your_portal_name>.dearportal.com).

Each domain registrar has a different way of doing this — you may need to check with your provider for assistance in case you have any difficulty binding a custom domain name to your B2B Portal.

After binding your custom domain name, you will need to set up a SSL certificate to ensure security of the payment information that you collect from your customers.

See Binding a Custom Domain Name to your B2B Portal for detailed instructions.

Disconnect a store

Clicking Remove store will completely delete ALL sales history and portal settings entered previously.

Do not use this option if you would like to only temporarily disable the portal. Instead, uncheck the Is active box under General Settings.

  

Manage the B2B portal product catalog

In this section, you can list products from your inventory on your B2B portal so that customers can buy them.  Each portal can display a specific catalog of products; for example, if you maintain multiple brands, you may consider publishing products from a specific brand to a particular B2B portal associated with this brand. Products must already be created in Cin7 Core before they can be listed to your B2B portal. Product details - name, SKU, price, etc. are all taken from the product's record. Learn more about the B2B product catalog here.

Invite customers to the portal

Use the Invitations tab to send an email invitation to individual customers or their designated sales representatives. Customers and sales reps will be invited to create an account and order products from a portal. Customers and sales representatives must have a valid email address to receive your invitations.

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Customize the look of your B2B portal

Customize how your B2B portal appears to your customers.

 


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