B2B catalogs offer a flexible way to manage and customize product pricing for different customer segments. By creating tailored catalogs, you can assign specific pricing to different companies, empowering you to meet diverse business needs. When a merchandiser logs in, the system automatically identifies them and applies the appropriate pricing based on their assigned catalog. You can configure both an overall percentage discount for all products and fixed price discounts for specific products or variants within the same catalog.

 

In This Article

• Creating a Catalog
• Assigning the Catalog to Companies
• Importing, Exporting, and Updating Catalogs
• B2B Order and Checkout
• How Merchandisers Place Orders
• Important Notes on the B2B Catalogs

 

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Creating a Catalog

You can create an unlimited number of catalogs in your store. To create a new catalog:

1. From your SHOPLINE Enterprise admin panel, go to Products > Catalog and click Create catalog.
   
2. On the Create catalog page, enter a descriptive name in the Catalog name field. This name won't be visible to customers.
   
3. Click Adjust price to create the catalog and access its settings page.
   
4. Go to the All items tab, select the desired products, and click Add to catalog.
   
5. Set the pricing for products using the following methods:

• • Group adjustment: To set an overall percentage discount for all products added to the catalog, choose Price downward or Price upward from the dropdown menu and enter the percentage value. If needed, select New product auto-sync to automatically apply the discount to newly added products.
    
  • Individually-priced items: For products requiring specific discount rules, hover over the item and click + Add to set a Multiplier rule or Price by tier. The relevant configuration information will be displayed in the Adjust Individually section after saving the catalog.
    

 

6. Click Update and return to the catalog creation page. If needed, go to the Use business location section and click Add a location to add applicable locations.
   
7. Choose the Currency for the catalog. If the catalog and market currencies differ, the amount will be converted to the store currency using the platform exchange rate and then to the market currency using the market exchange rate.
   
8. Toggle the Activate switch to enable the catalog.
   
9. Once you have finished the configuration, click Add or Update to save the changes.

 

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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. 

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.

4. Click Add.
   

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.
   
3. Select the desired catalog and click Save.
   

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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.
   
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.
   
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.
   
4. Choose to export either All products in this catalog or Only products with fixed price in this catalog and click Confirm.
   
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.
   

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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.

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.

 

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.

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.

 

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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. 

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.

 

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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.