Setting up your account profile

Under the Settings->Profile menu, you can edit information regarding your company and storefront as well as select additional advanced options. These settings and options allow you to customise your storefront to better align with your specific brand and commercial policy needs.

Here are the settings and options you can customise: 

  1. Basic Info - Edit basic information about your company, such as company name, description and location.
  2. Appearance - Edit how your products are displayed in your store, add your logo, and specify/select other visual design options regarding how your storefront appears.
  3. Address - Add your company’s address, fax number and phone number.
  4. Social media - Add links to your social media accounts, which will be displayed in the footer of your storefront.
  5. Email notifications - Configure what notifications you will receive for new orders or new customers, and specify the email addresses for receiving these notifications.
  6. Application configuration - Activate or deactivate certain functions of your storefront, such as allowing customers to order by product codes (quick order) or managing stock levels for products.
  7. Customer registration fields - Pick which fields should be mandatory when a customer registers with your online B2B storefront.
  8. Advanced - The 'Advanced' tab provides options to give you even more control over the eCommerce platform and your storefront, such as adding your Google Analytics code, Facebook conversion tracking (pixel) and Google AdWords conversion tracking code. You can also add custom CSS code to manipulate how your storefront displays, etc.
  9. API configuration - Get your API token, define your web hooks, and manage your integration with QuickBooks Online.

1. Basic Info

Here you can customise what you want your customers to see in your storefront. You can add/manage your:

  • Logo
  • Company description
  • Language options
  • Country and time zone
  • Default currency
  • Email signature (which will be used in all email communications sent through your B2B Wave portal)

Note that the most important features in the “Basic Info” tab are:

  • Minimum order value - Allows you to set the minimum value required for an order to be placed. By checking this box, your customers will not be allowed to confirm their order if their order value is lower than the minimum you have set.
  • Public products / Public pages - Allows you to manage product and page privacy. By selecting both of these boxes, your products and B2B eCommerce storefront will be public, meaning that unregistered users and future customers will be able to access it. Although this means that prospective customers will be able to see your products, prices will not be visible to them until they register as a user with your online store. 
  • Out of stock products status - With this drop-down menu, you can choose what status you want displayed for any product that runs of out stock. The status will appear on your storefront (e.g. “Available”, “Not Available”, “Limited Stock", etc.)
2. Appearance

Here you can define the appearance of your online B2B store. This includes the brand colours featured in your storefront, your offers and your promotions as well as any new pages.

There are three options available:

  • Show Offers
  • Show Latest Products
  • Show Latest News

By selecting these boxes, you are allowing offers, newly added products and your news items to appear on your storefront’s homepage. Note that you can select all of these options or choose only the ones you wish to be featured on your homepage.

In this tab, you can also manage your product display options. Specifically, you can set your products to be viewed either in grid or list form.

Finally, you can upload a “Catalog Logo” image and set your catalog category and border colours. By doing so, your logo will be displayed in the PDF catalog generated through the B2B Wave platform.

4. Social Media

Here you can add your social media links. By adding them, they will be visible on your storefront. 

5. Email notifications

In this tab, you can define all the email addresses for your incoming and outgoing email communications. You can read more about this here.

Email for new customer notification Enter the email address where you want to be notified when a new customer comes on board.
Email for new orders notification Enter the email address where you want to be notified when a new order is placed by a customer, sales rep or admin.
Attach new order as .XLS to email Select this option if you wish to attach a new order as an .XLS file to a 'new order' email.
Attach order as PDF to email Select this option if you wish to attach a new order as a PDF file to a 'new order notification' email.
BCC outgoing emails to customers Enter the email address where you want to be BCC'd when an email is sent automatically through the B2B Wave platform to a customer (this could be your email address or the email address of any other contact/admin/user).
Email for email marketing Enter the email address through which you will be sending offers, promotions, etc. to your customers.

6. Application configuration

On this page, you can set basic configurations concerning your business activity and policies on the B2B Wave platform. The table below explains each option.


Inventory
Manage stock levels for products By checking this box, you can manage your inventory at any time. This function is also available under the Products menu in your admin dashboard, and you can modify it there at any time.
Allow backordering for specific products This feature allows your customers to backorder. This function is also available under the Products menu in your admin dashboard, and you can modify it there at any time.
Show available quantity to customers This option allows your customers to see the available quantity of products in your inventory.

Product attributes
Products have suggested retail price (MSRP) Selecting this option means your customers will see your MSRP in your storefront.
Products have manufacturer part number (MPN) Selecting this option means your customers will see your MPN in your storefront.
Show suggested retail price (MSRP) to guests Selecting this option means guests (i.e. non-customers) will see your MSRP in your storefront.
Products can be categorised by Brands If you manage products from different brands, this option allows your customers to see all your brands as well as search and navigate your products and product categories by brand.
Manage dimensions for products (length x width x height) Selecting this option gives you the ability to set product dimensions. This function is also available under the Products menu in your admin dashboard, and you can modify it there at any time. 
Manage weight for products Selecting this option allows you to manage the weight of your products. This function is also available under the Products menu in your admin dashboard, and you can modify it there at any time.
Manage product cost Selecting this option allows you to manage your product costs. This function is also available under the Products menu in your admin dashboard, and you can modify it there at any time.  

Order attributes
Ask for Delivery Date by Customers for Orders Selecting this option lets customers set a specific delivery date and have their order updated accordingly. Custom delivery date cut-off rules are available upon request (please contact B2B Wave support).
Require Delivery Date at order checkout Selecting this option will add a required field for customers to enter a Delivery Date at checkout.
Require purchase order at order checkout Selecting this option will add a required field for customers to enter a Purchase Order at checkout.
Include Sales tax in minimum order If sales tax is applied to your products, the minimum order rule applies to the total order value.

Customers
Custom MSRP price list Selecting this option lets you set MSRP Price Lists. You can read more about this here.
Allow customer registrations Selecting this option lets customers register with your B2B storefront.
Auto approve customer registrations Selecting this option means your storefront will automatically approve new customer registrations instead of having to approve them manually.

Customer layout
Allow customers to order by code (quick order) This option lets customers place orders by product code rather than having to browse your product catalog. This is usually called “quick order”. By checking this box, the “Quick order” button will be shown on your storefront.
Allow customers to download PDF catalog This option lets your customers download your PDF catalog by logging into your online B2B store. Note that the catalog is generated on the spot taking all the information from your product and price list.
Show categories and sub-categories in homepage section Selecting this option means product categories and sub-categories will be shown in your online B2B store, allowing easier navigation for your logged in customers. By checking this box, all your product categories and sub-categories will be shown as a list of clickable items.
Show link to Brands on Sidebar (Customers) Selecting this option lets your customers see any links you add to different brands on the sidebar of your storefront.
Show dimensions totals Selecting this option means that dimension totals will be shown in your storefront.

Various settings
Show unsubmitted orders of customers in Admin order list By checking this box, unsubmitted orders will be shown in your admin dashboard. This allows you to monitor your customers' activity before they actually confirm an order.
Delivery Date after Selecting this option lets you specify the day that, only after which, customers can request a Delivery Date.
Date format Selecting this option lets you manage how the date format will be displayed in your online B2B store.
Enable User Agent & IP validation for customers Selecting this option means you are enabling User Agent and IP validation for customers.

7. Customer registration fields

In this tab, you can select the fields that need to be filled in by your customers when they register with your B2B eCommerce store. This information may include their phone number and company activity as well as their address and VAT number.

8. Advanced

Do you have an active Facebook advertising campaign or use Google Analytics, AdWords, or any other custom code? The options in the 'Advanced' tab allow you to add these codes to your B2B eCommerce site so that you can monitor and track their performance. Additionally, you can add custom CSS code under the 'Custom CSS' tab in this section.

You can also add the specific text that will inform users about your cookie policy, either by adding your own or using the sample text provided by B2B Wave, and you can create extra fields to be displayed on the Order Confirm and Customer Details pages.

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