B2B Portal

A business that buys products in bulk from other businesses can benefit significantly from a smooth and efficient buying process. This can help foster stronger relationships between businesses in the supply chain, ultimately leading to increased sales.

With Qoblex’s B2B Portal, you can provide your clients with a self-managed space to place wholesale orders directly. You can oversee the portal, minimizing the need for manual orders while guaranteeing a secure and hassle-free ordering experience.

Enabling and Customization

We have developed a customizable interface for the portal, allowing you to tailor the look and feel to align with your business. You can also display the products you want available for your clients.

To enable your B2B Portal:

1. In your Qoblex account, head to Integrations.
2. Find the B2B Portal in the list of apps.
3. Click Enable B2B Portal.

Settings

In the Settings section of your portal, you can add your portal’s name and sub-domain. You can contact us if you want to use a custom domain name for your portal.

Page Design

In the Page Design section of your portal, you have the ability to add customized accents that showcase your business, such as your company logo and preferred colors. This is also where you can select the default warehouse location for your wholesale store.

You also have the option to establish a default sales tax and price list for your portal—these will be used for all orders placed through the portal.

If you want to assign a default price list, tax, and discount for each customer, you can refer to this article on how to do so.

You have the option to display product quantities or indicate if they are in stock.

Collections

In your portal’s Collections section, you can choose which products from your inventory will be displayed in your wholesale store. These collections will be visible to your clients, who can then place their orders. You can easily filter your products by their tags, types, brands, and suppliers to create collections.

Inviting Customers and Sales Agents

After setting up your B2B Portal, you can invite clients and sales agents to order from your wholesale store. To create an invite:

1. In your Qoblex account, head to Contacts.
2. Select the names of your clients.
3. At the top-right corner of the page, click Bulk Actions.
4. Select Invite Customers or Invite Sales Agents.
5. For Sales Agents, enter their email addresses in the dialog box before clicking Send.

An email will be sent to your clients to accept the invitation. After accepting, they will be redirected to your portal to sign in.

Managing B2B Orders

After signing in to your portal, clients can easily place orders from the collections you’ve made available by selecting in-stock products to add to their carts and proceeding to check out.

Upon order completion, clients will receive an email confirmation including all order details.

A draft order will be created in your Qoblex account when an order is completed. This gives you sufficient time to allocate products to their respective orders and manage them accordingly.

The B2B portal is still a work in progress, and we’re constantly adding new features to streamline your B2B workflows. Stay tuned for exciting updates!