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B2B: Catalog

 

Note: The B2B catalog feature is only available to stores on the SHOPLINE Enterprise plan.

 

A catalog is a tool for managing your product pricing that you can include and offer all the products or only a specific subset of your products in your store at a price that is different from regular/retail pricing. It empowers you with flexibility and customization to meet various needs of companies, provide them with a customized purchasing experience, and therefore achieve tailor-made management for your partners.

After creating a B2B catalog based on the company's needs or your strategies, you can assign it to the company, allowing customers (i.e., merchandisers)  from the company to purchase products at specified prices. The system will identify if the visitors to your store are B2B merchandisers or DTC customers when they arrive, based on their login method and status. Before logging in, all visitors will see the default DTC prices. After logging in, merchandisers will see their respective product prices.

SHOPLINE provides two pricing strategies for you to streamline your pricing efforts: overall percentage adjustments and fixed prices. If you want to apply a percentage increase or decrease to all product prices, you can set an overall adjustment. You can also set fixed prices (bulk pricing) for specific products or variants. Both strategies can be applied to a catalog at the same time. Please note that fixed prices for products or variants will override any overall percentage adjustments you have set.

For example, if your store sells shirts for $50 each, and you create a B2B catalog with a -20% overall adjustment, authenticated companies can purchase shirts at a discounted price of $40. However, one shirt has a higher production cost, so you set a fixed price of $45 for that product. When customers with access to the catalog visit your store, they will see the fixed price of $45 for that specific shirt, while the prices for the other shirts remain at $40. This way, customers enjoy the discount from the overall adjustment, while the fixed-priced shirt is offered at your desired price.

 

In This Article

 


 

Creating a Catalog

There is no limit to the number of catalogs you can create in your store. To create a catalog:

  1. From your SHOPLINE Enterprise admin panel, go to Products > Catalog and click Create catalog.
    B2B Catalogs-1.png

  2. In the Create a price list page, enter a title in the Catalog name field. This title will not be visible to customers.
  3. Adjust the pricing for products in the following sequence:
    • In the Overall adjustment section, choose whether you want to increase or decrease all products’ price from the dropdown menu and enter the percentage value.
    • In the Adjust individually section, click Import catalog to import products that will be sold at fixed prices.
Note: The import/export options are unclickable if you haven't set up an overall adjustment. Please configure it and click Add to create the catalog first. Then you are able to adjust pricing individually with the Import catalog option. Currently, SHOPLINE only supports setting up fixed prices for products by importing a CSV file.
  1. (Optional) In the Apply to company section, assign this catalog to a company by clicking Add a location. You can set this up later. See details below.
  2. (Optional) Turn on/off Enable catalog to activate/deactivate it.
    B2B Catalogs-2.png

  3. Once you have finished the configuration, Click Add or Update.

 


 

Assigning the Catalog to Companies

Once you've created a catalog, you can assign it to the B2B companies to which you sell your products. 

Note: Currently, a company can only be associated with one catalog.

 

To assign a catalog to companies:

  1. From your SHOPLINE Enterprise admin panel, go to Products > Catalog.
  2. Click on the catalog you want to assign to a company.
  3. In the Apply to company section, click Add a location and select an existing company from the drop-down menu. You can also remove companies added previously here.
Note: If you haven't created any companies or the target company isn’t there yet, please create a company first in Customers > Company. For details on how to create a company, please refer to the B2B Company documentation. Once you’ve created one or more companies, the drop-down menu will show available companies.
  1. Click Add.
    B2B Catalogs-3.png

Alternatively, you can assign a catalog to companies in Customers > Company:

  1. Find and click on the company you want to assign a catalog.
  2. In the company details page, click Edit in the Catalog section.
    B2B Catalogs-4.png

  3. Select the desired catalog and click Save.
    B2B Catalogs-5.png

 


 

Importing, Exporting, and Updating Catalogs

Currently, SHOPLINE only supports setting up fixed prices for products or updating catalogs by importing a CSV file. Please download our template and DO NOT modify the title and order of the headers in the template. If you want to update multiple product variants in a catalog by uploading a file template, you can modify the relevant information in the Option columns. The published variants that remain unchanged will not be affected. You can also export your current catalog and make edits to it. 

To import a CSV file:

  1. From your SHOPLINE Enterprise admin panel, go to Products > Catalog.
  2. Click on the catalog you want to update or set up fixed prices for.
  3. In the Adjust individually section, click Import catalog.
    B2B Catalogs-6.png

  4. Import your CSV file by clicking into the upload box to select a file or dragging and dropping a file here. You can download the template, make edits, and then import it. Once done, click Import.
    B2B Catalogs-7.png

  5. Once you have finished the configuration, click Update in the upper right corner.

To export a catalog:

  1. From your SHOPLINE Enterprise admin panel, go to Products > Catalog.
  2. Click the catalog you want to export.
  3. Click Export catalog in the Adjust individually section.
    B2B Catalogs-8.png

  4. Choose to export either All products in this catalog or Only products with fixed price in this catalog and click Confirm.
    B2B Catalogs-9.png

  5. Your file will be automatically saved to your device when the exporting finishes. You can click Bulk processing progress in the popup notification to view the progress.
    B2B Catalogs-10.png

 


 

B2B Order and Checkout

B2B Checkout

Only authorized B2B companies can proceed to B2B checkout to make a purchase. You must complete the company location’s address and contact information, and the associated customers’ name and contact information, or the customers won’t be able to successfully complete the B2B checkout.

B2B PO numbers will be synchronized to Orders and you will be notified.

 

Draft Orders

From your SHOPLINE Enterprise admin panel, you can create B2B draft orders in Orders > Draft order. During creating or editing of a draft order, you have the option to create either personal orders or B2B orders when selecting a B2B customer. Select the company to create a  B2B draft order.
B2B Catalogs-11.png

 

B2B Catalogs-12.png

You must complete the company location’s address and contact information, and the associated customers’ name and contact information, or the customers won’t be able to successfully complete the B2B checkout from the draft order you send them. You are still able to create draft orders without completing the information mentioned above, but the shipping methods you’ve configured for the store are not available for these orders. Address information can be edited on the draft order details page.

The Draft orders page lists your B2B draft orders. You can search for a draft order by either PO number or Draft order number.

B2B Catalogs-13.png

 

Orders

In the Order list page, you can customize column headers to display PO number. You can also search for B2B orders by PO number or company name.
B2B Catalogs-14.png

 

B2B Catalogs-15.png

Your specified B2B discounts will still be honored and applied to products in a B2B order when the order is modified, including changes made to the products, company, location, or associated B2B customers.

Select the B2B orders to manually export order reports.

 


 

How Merchandisers Place Orders

Once you have assigned the catalog to a company, provide the company and the associated merchandisers access to your B2B store. One of the ways is to share the URL directly with your B2B customers. The URL can be found in Settings > Customer account > New customer account, as shown below. For details, please refer to this article

B2B Catalogs-16.png

Merchandisers can then purchase the catalog products following the steps below:

  1. Enter the login page of the B2B store using the URL provided by you.
  2. Login with email and one-time verification code sent to their mailbox.
  3. Search for the products the company wants to purchase. The prices displayed are those you specified in the catalog for the company.
  4. Proceed to Checkout, and then click Order.

 


 

Important Notes on the B2B Catalogs

  1. The discounts associated with the catalog can not be used in combination with any marketing campaigns, member discounts, or e-commerce subscriptions.
  2. When multiple markets are set, it only supports exchange rate conversion.
  3. The only channel that supports this feature is Online Store. It is not available for the other sale channels.
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