About this article
A B2B order can be created in two different ways. One way is when the customer places the order using the frontend showroom. The other way is when the admin places the order for the customer in the backend. Placing an order in the backend is composed of two main stages; the first one is 'Create selection' and the other one is the 'Checkout'. A selection is a set of shortlisted products with or without quantities which can be saved for future order finalization. The selection is persistent which means that it will be available for the client or admin to view and edit after it has been saved. A selection can easily be advanced to an order by clicking 'Checkout' in the 'Create Selection' view.
To be able to create a B2B Order you need to have created the following prerequisites:
Creating a selection
To create an order in B2B, follow the steps below:
- To create an order in backend, you first need to open the account you wish to add the order to. This is done by clicking 'ACCOUNTS' in the B2B section of the top menu. Browse the list of accounts and open your account of choice by clicking it.
- Then click 'CREATE SELECTION' in the upper-right corner and a pop-up window will open:
- Choose Buyer, Discount and Market. Then click 'CREATE SELECTION' in the bottom-right corner and you will be redirected to a view of all products purchasable in frontend:
Under 'Stock' you see the stock value, and under 'Input selection' you enter how many pieces of each products you wish to add to your selection.
If you wish to add a product without specifying the amount, you just check the box in the 'Sel' column.
When you have selected your pieces, click 'SAVE' and proceed by clicking one of the buttons in the upper-right corner:
- Clear - Clears your selection.
- Export - Exports your selection to an Excel doucument, that you may email and print.
- Sign - Sign in to the showroom as the selected buyer, and you will be able to view the selection in frontend.
- Checkout - Proceed to the checkout to complete your order.
- Save - If you do not wish to complete your order now, you may just click save. Then the next time you are about to create a selection with the same buyer, you will be able to proceed with you previously saved order.
You have now successfully added products to your B2B order.
To proceed to the checkout, follow the steps below:
- Click 'CHECKOUT' in the upper-right corner and you will be redirected to an overview of the entire order.
- Control that the entered information is correct, then click 'CREATE ORDER' in the upper right corner and you will be redirected to another view of the order.
Click 'CONFIRM ORDER' and you will be redirected to another view of the order
A short explanation of the buttons in the upper-right corner:
- Close - Will close the order, but will not delete or remove it. the orders status will not be changed either.
- Export - Will export the order to an Excel document.
- Cancel Order - will cancel the order the order and place in under 'Cancelled Orders'.
- Unconfirm - Will set the order back one step, and will change its status from 'Confirmed' to 'Pending'.
- Hold - Is like pausing the order. Only a visual marking for admins.
- Expedite Order - Will create a shipment.
If you edit the order at this point it will only affect the shipping. If you remove any products from the list they will still remain as an order, awaiting confirmation and shipping. You can not add any products to the order at this state either.
- Click 'EXPEDITE ORDER' in the upper-right corner and you will be redirected to this view:
- Click 'CREATE SHIPMENT' in the bottom-right corner to finish your order.
You have now successfully created a shipment.
Once you have created an order you may continue and create a shipment for it. To read more about how to expedite an order, click here.