Configuring Features for Your Platform
Through your B2B Wave eCommerce platform, you can set essential configurations about your business activity and policies. In this article, we will go over how you can do this. To set important 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 |
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| 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 inform customers when specific products are available again on your online B2B store. Remember that this functionality is available only for products you have enabled inventory tracking. 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 |
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| 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 an 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” throught 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 |
| Order attributes |
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| 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 day that, only after which customers can request a delivery date. Otherwise, leave this field empty. In the example below, Wholesale Demo & Co allows customers to ask for an order delivery date 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  |
| Customers |
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| 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 registration | 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 passwordless login for customers 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  |
| Customer layout |
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| Allow customer to order by code | 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 |
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| 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 Dashboard. 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 |