B2B Edition (formerly BundleB2B) is an all-in-one solution that offers enterprise-level B2B functionality to businesses of all types and sizes. It enables business owners to facilitate their B2B operations online and to provide customers with self-service account capabilities and seamless transactions.
B2B Edition can be included with new Enterprise stores or activated in existing stores. It can also be provisioned in multiple storefronts.
With capabilities that allow users to easily manage front- and back-end B2B processes, B2B Edition fits the needs of growing B2B Commerce business and can improve the B2B self-service experience for both store owners and their customers.
B2B Edition Tools and Features
B2B Edition provides a variety of key B2B capabilities that optimize back-end processes and the customer experience.
Seller Tools and Features
Control panel users can take advantage of the following tools and features:
- Account Dashboard — View notifications and easily navigate to different tools and settings.
- Customer Groups/Companies — Manage and approve Company accounts, and configure category visibility from their corresponding customer group.
- Super Admin Masquerade — Log in to assigned Company accounts to view the Company’s tier pricing and exclusive products, as well as place orders on their behalf.
- Sales Staff Quoting — Configure specialized sales quotes for Companies to access from their storefront accounts.
- User Roles and Permissions — Manage which features your users can access by enabling specific permissions in custom user roles.
- Buyer Roles and Permissions — Support specialized workflows for each of your B2B clients with custom buyer roles.
- Import and Export — Create new data and manage existing entries in bulk using CSV spreadsheets.
- Multi-Storefront Features — Enable B2B tools on multiple storefronts while managing quotes, order, and invoices in one place.
Buyer Features
B2B Edition includes several customer-facing settings to your storefront, including:
- Company Account Application — This is where B2C customers submit a Company account application in the storefront for a B2B account.
- Company Account Application Status — Notify customers when you have approved or rejected their request for a B2B account.
- Buyer Portal — Offer a storefront dashboard for Company admins to create users and manage B2B actions.
- User Management — Enable Company users with the right permissions to assign and edit user roles in their account.
- Shopping List Approval — Allow buyers without purchasing permissions to curate and submit Shopping Lists for approval by other Company users.
- Bulk Ordering Tools — Provide B2C customers and B2B buyers with tools like the Quick Order via SKU and CSV upload to easily and efficiently place orders in bulk.
- Invoice Management — Your buyers can view their open and paid invoices, keep track of their outstanding balance and due dates, and pay for multiple invoices at a time.
In the following chapters, we’ll walk you through setting up B2B Edition, managing Company accounts, using the order, quote, and invoice tools, the features available to your customers, and using B2B Edition with Multi-Storefront.
