Skip to main content

B2B Portal Introduction

Transform customer ordering with a personalized portal that syncs seamlessly with your inventory system.

Heather Worthington avatar
Written by Heather Worthington
Updated this week

The B2B Portal is an add-on module that provides your customers with fast and easy access to browse products, check stock availability, and create orders directly through a dedicated online portal. This feature enhances your customer experience by offering self-service capabilities while maintaining full integration with your Unleashed inventory management system.

B2B_intro.png

Key Features and Benefits

For your business:

  • Streamline customer ordering processes.

  • Reduce manual order entry workload.

  • Maintain control over product visibility and pricing.

  • Create targeted product catalogs for specific customer groups.

  • Promote featured products directly to customers.

For your customers:

  • 24/7 access to your product catalog.

  • Real-time stock availability information.

  • Easy order placement and tracking.

  • Order history access.

  • Personalized product visibility based on permissions.

Subscriptions

The B2B Portal is available as an add-on to your existing subscription with two plan options: B2B Premium and B2B Premium Plus. The distinction between B2B Premium and B2B Premium Plus lies in the number of products and customers you can actively sync from Unleashed, as well as the number of B2B Stores you can manage within your account.

B2B Premium

B2B Premium Plus

Supports 1 B2B Store.

Supports multiple B2B stores.

Displays up to 500 products from your inventory.

Displays unlimited products from your inventory.

Supports up to 250 active customers.

Supports unlimited active customers.

Important: Only account owners or superusers can add the B2B Portal to your subscription via Settings > Billing.


How the B2B Portal works

Think of your Unleashed account as the "single source of truth" for all your business data. When you have multiple B2B Portal stores, they all pull their information from your account, meaning:

  • You only need to update product info, prices, or stock levels in one place.

  • All your B2B stores automatically reflect these changes.

  • There's no risk of having different information across different portals

The B2B Portal automatically pushes information to your B2B Stores, including product information and images, customer details, stock levels, and pricing, in real time.

Customer access

As the B2B Store Administrator, you have complete control over:

  • The customers who can access your B2B Portal.

  • Product visibility (hidden, visible, or sellable) for specific customers.

  • Custom product catalogs for targeted customer groups.

  • Brand-specific product control.

Product management

Each B2B Store lets you create a personalized shopping experience for each customer or customer group.

  • Display multiple images per item per product.

  • Real-time stock availability across selected warehouses.

  • Feature up to 5 promoted products in sales order email updates.

  • B2B Store receives current stock levels every 10-15 minutes.

Sales Order process

For Sales Orders created by customers via your B2B Store, the order's management workflow is as follows:

  1. Customer Places Order:

    • Order status shows as "Processing" in B2B Store.

    • If enabled, an email confirmation is sent to the customer and/or administrator.

    • Order imports to Unleashed within 15 minutes.

  2. Order Management:

    • In your account, process and complete the B2B Sales Order.

    • Sales Order status updates sync back to the B2B Store every 15 minutes.

  3. Order Completion:

    • B2B Portal displays the order as "Completed".

    • Order details and charges appear in the customer's Order History in the B2B Store.

Sync Schedule

  • Sales Orders: Import from B2B Portal to Unleashed every 10-15 minutes.

  • Order Status: Updates sync between systems every 15 minutes.


Tutorial Video

How to set up your B2B Store

Did this answer your question?