Configuring Features for Your Platform

With your B2B Wave eCommerce platform, you can configure essential settings for your business activities and policies. This article will guide you through the process. To set up these configurations, follow these steps: 

Step 1. Go to Settings >Profile and look for the “Application configuration” tab.

Step 2. Make the relevant selections on this page and click “Save” to store your preferences. Specifically, here, you will encounter the following fields:

Inventory
Manage stock levels for products  Check this box to enable inventory management through your B2B Wave platform. You can also allow inventory tracking for individual products through the product’s dedicated page ( Products >Products) by checking the “Track inventory” box. Find out more about inventory management on B2B Wave
Manage low stock levels for products  Select this option to set a low stock level threshold for products. Enter a value on the “Low Quantity Threshold” field to set it. You can also enable inventory tracking for individual products through the product’s dedicated page ( Products >Products) by setting a value in the “Low quantity threshold” box
Allow backordering for specific products  Check this box to let customers place orders for items that are out of stock and for which you have enabled back order by checking the “Allow backorder” box on the product’s dedicated page ( Products >Products). Read more about backorders here
Allow customers to get notified when products get back in stock Select this option to notify customers when specific products become available again in your online B2B store. Note that this functionality is only available for products with inventory tracking enabled. Learn more about back-in-stock email notifications. Read more about back in stock email notifications
Show available quantity to customers Check this box to let customers see the products available quantity
Disable products when quantity is 0 Select this option to deactivate products when their quantity is “0” so that they do not appear on your storefront
Product attributes
Products have suggested retail
price (MSRP)
Check this box to allow customers to see products’ MSRP
Products have manufacturer part
number (MPN) 
Select this option to set MPN for specific products. Customers will be able to see this code on your storefront. You can add an MPN in the “MPN (manufacturer part number)” field on a product’s dedicated page (Products >Products) under the “Advanced” tab
Products can be ordered in multiples (eg 8, 16, 24)  Check this box to enable product orders in multiples. You can specify the relevant values on a product’s dedicated page (Products >Products) in the “Box Quantity/Multiples” field, and customers will see this on your storefront. 
Remember that if you assign a box quantity to a product, customers can only order it in these multiples. Otherwise, they will see a warning message
Show suggested retail price (MSRP) to guests Select this option to allow site visitors to see the Manufacturer Suggested Retail Price lists (MSRP)
Products can be categorized by Brands  Select this option to order products by brand on your storefront. Customers can then access products through the  Shop by Brand menu and search and navigate products and product categories by brand. Find out more about brands in this article
Manage dimensions for products (length x width x height)  Check this box to enable product dimensions. When checked, you can set specific values on a product’s dedicated page (Products >Products) in the appropriate fields under the “Dimensions” section, and customers can see these on your storefront
Manage weight for products  Select this option to manage product weight. When checked, you can set a specific value on a product’s dedicated page (Products >Products) in the “Weight” field, and customers can see it on your storefront
Manage product cost Check this box to enable product cost. When checked, you can add the appropriate value on a product’s dedicated page (Products >Products)
Products can have an estimated availability date  Select this option to add an estimated availability date for products. When checked, you can add the appropriate value on a product’s dedicated page (Products >Products), and customers can see it on your storefront
Manage sort order of products Check this box to enable sorting product order for your storefront. When checked, the  Sort submenu will appear under the Products menu on your Admin Panel. When you click it, the “Sort products” page will open. Through it, you can sort products by dragging and dropping them in the desired order. If you want to sort products into specific categories and subcategories, choose “Per Category” from the drop-down menu, while if you wish to arrange products in main categories, select “Per Root Category”
Your customers can view this order by choosing “Recommended” as the sort option on your storefront
Product status overrides status rules Select this option to allow the product status you assign manually to override any product status rules you’ve set. In the example below, Wholesale Demo & Co has set a product status rule according to which products with stock quantity over twenty-one (21) appear as “Available” on their B2B store. When Wholesale Demo & Co manually switches the status of the Mustard Sweater product from “Available” to “Sold Out” through the Products menu.
This way, Mustard Sweater will appear as “Sold Out” on their storefront from now on
Product status overrides backorder status Check this box to allow the product status you assign manually to override the “Backorder” status, if applicable
Product status overrides out of stock status Select this option to allow the product status you assign manually to override the “Out of stock products status” you’ve set through Settings >Profile >Basic Info, if applicable
Orders
Ask for Delivery Date by Customers for Orders  Check this box to allow customers to choose a specific delivery date for their orders at the order checkout

Require Delivery Date at order checkout   Select this option to require customers to choose a specific delivery date. This way, the field will be mandatory, and customers will not be able to submit an order without choosing a delivery date
Delivery Date after * Enter a date here to specify the earliest day customers can request a delivery date. If no restriction is needed, leave this field empty. For example, in the scenario below, Wholesale Demo & Co allows customers to request a delivery date only after March 30, 2023
Require purchase order at order checkout Check this box to request customers to enter a purchase order number when confirming an order

Include Sales tax in minimum order  Select this option if sales tax is applied to your products so that the minimum order rule applies to the total order value
Allow address creation at order checkout  Check this box to allow customers to add their address when confirming an order. Otherwise, customers’ default address will be used
Allow adding notes to order lines by sales reps   Select this option to allow sales reps to leave notes for products when reviewing an order

Allow adding notes to order lines by customers  Check this box to allow customers to leave notes for products when reviewing an order
Automatic invoice creation when order is submitted   Check this box to create an invoice automatically when customers submit an order if you have integrated B2B Wave with a QuickBooks Online or Xero account. Invoices will appear under the "Files" section on an order's individual page
Show total order items   Select this option to let customers see the total quantity of ordered products when reviewing an order
Show the available quantity for each product on the order edit page Check this box if you want to see products’ available quantity under the “Products” section in the order’s individual page
Customers
Enable Two Factor Authentication Select this option if you want to enable two-factor authentication for customers. Learn more about this feature in our dedicated article
Custom MSRP price list Check this box to set different Manufacturer Suggested Retail Price lists for different customers. Find out more about this functionality here
Allow customer registrations Select this option to allow customers to sign up for your B2B store. Remember that you will need to approve newly registered customers for them to access your store and place orders


Enable easy login with magic links Check this box to allow customers to log in passwordless rather than typing in their username and password. Customers will receive a link to your store at the email address they specify
Prevent spam registrations with captcha Select this option to enable captcha on your storefront’s registration page. Site visitors must solve a challenge or puzzle to submit the form
Auto approve customer registrations Check this box to approve new customer registrations to your store automatically
Allow customers to save orders for later (multiple unsubmitted orders) Select this option to allow customers to store orders and access and confirm them at a later stage through the “Unsbumitted Orders” menu

Enable EIN field (US) Check this box to add the EIN field to the “Customer details” tab of customers’ individual pages
Sub-customers’ privacy group settings override parent customer’s settings Select this option to set independent sub-customers’ privacy settings and assign them to different privacy groups than their parents
Include sales reps with access to all customers in commissions calculations
Check this box if you want to include sales representatives who have permission to manage all customers  in commission calculations
Customer layout
Allow customer to order by code (quick order) Select this option to enable the Quick Order menu on your storefront and let customers order products using the corresponding codes/SKUs. Read more about quick orders
Allow customers to download PDF catalog  Check this box to let customers download your PDF catalog when logging into your online B2B store. Remember that the catalog is generated on the spot drawing information from your product and price lists
Show main categories in home page section Select this option to show main product categories as clickable items under the banners on your home page
Show categories in top menu (instead of left menu)   Check the box to move product categories to the header menu on your storefront
Show brands in home page section  Select this option to showcase brands available in your B2B store under the banners on your home page
Show link to Brands on Sidebar (Customers) Check this box to enable the Shop by Brand menu on your storefront
Show product dimension totals Select this option to let customers see the total dimension of ordered products when reviewing an order
Hide email from contact form & footer Check this box to hide your email address from your storefront’s footer and “Contact Us” form
Use captcha on the contact form for guests to prevent spam  Select this option to enable captcha on your storefront’s “Contact Us” page. Site visitors must solve a challenge or puzzle to submit the form
Show pricelist to guests * Choose which price list site visitors can see product prices for without logging in to your B2B store (instead of the product’s MSRP price) from the drop-down menu
Various settings
Show unsubmitted orders of customers in admin Order list Check this box to view unsubmitted orders in the Orders menu on your Admin Panel, with the status “Temporary” assigned to them. This allows you to monitor your customers’ activity before they confirm an order

Show unsubmitted orders as a separate menu option (Admin) Select this option to enable the Unsubmitted menu on your Admin Panel. Through it, you can access any orders customers have saved for later
Allow creating orders from admin panel Check this option to enable creating orders on behalf of customers from the Orders menu on the Admin Panel
Date format Choose how to display the date format on your online store from the drop-down menu
Enable User Agent & IP validation for customers Check this box to identify customers requesting their user agent and validating their IP to prevent spam and fraud users from accessing your B2B trading platform
Use Single Sign-on (SSO) Remote Authentication Select this option to securely authenticate customers

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