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B2B Setup Guide

How to set up your B2B vendor connections in Floorzap, what each credential field means, and vendor-specific requirements.


Setting Up a B2B Vendor

Follow these steps to add a B2B vendor in Floorzap and enter the credentials your vendor issued you.

  1. Start with the provided email template. This will help you gather all the necessary information for your B2B setup.

  2. Once you've received the credentials from your vendors, navigate to Floorzap.

  3. Click on Settings.

  4. Select Vendors.

  5. Click on Add New Vendor.

  6. For B2B, click on Import from B2B Vendor list.

  7. Scroll through the list or use the search function to find the vendor you want to add.

  8. Click the Pull Information icon next to the vendor's name. This fills in the connection details for you, including the host URL, port, and folder.

  9. Enable B2B by clicking on the Enable B2B checkbox.

  10. Enter the Username.

  11. Enter the Password.

  12. Click Save.

Once you've completed these steps, the B2B connection runs as a daily task. After enabling the credentials, expect the B2B files to be imported within 24 to 48 hours.


Field Definitions

These are the values involved in setting up a B2B vendor connection. The username and password are entered in Floorzap. The Receiver ID is information you provide to your vendor when you request your B2B credentials.

  • Username is the username your vendor issued for your B2B account. Enter this in Floorzap.

  • Password is the password your vendor issued for your B2B account. Enter this in Floorzap.

  • Receiver ID is a value you provide to your vendor when requesting B2B access. It is your company phone number with 12 added to the end, entered as one continuous string of digits with no spaces, dashes, or parentheses. For example, if your company phone number is (616) 555-1234, your Receiver ID is 616555123412.


Vendor-Specific Notes

Some B2B vendors have their own portal for requesting credentials, or their own rule for what your username should be. These notes apply when setting up those vendors in Floorzap.

Emser

New Emser clients start at the Emser Electronic Data Interchange (EDI) Product Catalog portal: https://info.emser.com/Emser-EDI-Product-Catalog

Your Emser account number is your Emser username. Enter your account number in the Username field when setting up Emser as a B2B vendor in Floorzap.

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