# Creating a B2B order
Creating a B2B order in XoroERP is a streamlined process designed to enhance efficiency and convenience. Follow the steps below to place an order seamlessly.
### **Open the Presentation Link**
To begin, open the presentation from the link shared in the campaign. Opening the link will take you to the Presentation Home Page which displays the products that have been selected when creating the presentation, giving you a clear view of the available products and their details.
On the Presentation home page, you will see the presentation image and details, along with the products. If you have chosen to group the products when creating the presentation, the products will be categorized accordingly.
When you click on any category, you will be navigated to the Presentation Preview page.
#### **Presentation Preview Page Icons**
* **Select Customer:** This option allows you to select the customer for which you want to place the order.
* **Home:** This option navigates you to the presentation home page.
* **Presentation:** This option navigates you to the presentation centre to view and access all the available presentations.
* **Filters:** This option allows you to filter the products based on the filters enabled when creating the presentation.
{% hint style="warning" %}
Please note: By default, the results are automatically updated as you select the filter. However, if the app config, “**Restrict auto apply filters in presentation**” is enabled, filters will only take effect when you explicitly click the "Apply Filters" button. This gives you full control over when and how your filters are applied.
{% endhint %}
* **Search:** This option allows you to search for the items. This option allows users to perform an enhance search. Using this option, users can:
* Search for products even if keywords are entered with **missing special characters**.
* Search effectively with **extra spaces** included in the query.
* Retrieve results regardless of the **order** of keywords entered.
* **Upload:** This option allows you to upload the B2B sales orders.
* **Cart:** This option gives you a preview of the cart to get an overview of the items added to the cart before proceeding with the purchase.
* **Hide Pricing toggle:** This option allows users to control the visibility of product prices within a Presentation in the B2B Portal. The feature is useful when sharing catalogs, conducting customer demos, or presenting products without exposing pricing until checkout.
{% hint style="warning" %}
Please note: By default, the toggle is **OFF** meaning product prices are visible unless explicitly hidden. The selected state of the toggle (**ON/OFF**) is **retained on page refresh**, ensuring consistency and eliminating the need to reconfigure the setting.
{% endhint %}
### **Selecting Your Customer**
The first step in creating a B2B order is to select the customer. Click the "Select Customer" option and choose the customer you are placing the order for.
If the customer is not already listed, you have the option to add a new customer.
### **Adding Products to Your Cart**
Once you have selected your customer profile, you can add products to your cart. You can navigate through all the products or search for a product using the search option to add it to the cart. You can utilize the "Filters" option to apply the filters. This makes it easy to find the products you need quickly and efficiently.
To add a product to your cart, follow these simple steps:
1. Hover over the product you want to buy and click on "View Details".
2. In the Item Details screen, enter the quantity of the product you want to purchase and click on the "Add to Cart" button.
***To get a closer look, users can click on the product image to see an enlarged version.***
3. If the product has variants, enter the quantity of the product variant you want to purchase and click on the "Add to Cart" button.
4. If you want to purchase more products, click "Continue Shopping". Otherwise, click on "View Cart" to proceed to checkout.
{% hint style="info" %}
If the **Default Product Layout** field in the **Other Attributes** tab of the Presentation settings is set to **“Variant Selection”**, the product layout will appear as **dropdown-based variant selection** instead of the **grid/table-style** variant display.
In this case, users will select variant options (e.g., Colour, Size) using dropdowns to choose the desired combination before adding the product to the cart.
{% endhint %}
#### **Dynamic Variant Filtering in B2B Presentation**
When the **“**[**Dynamic Filtering of Variant Dropdowns Based on Previous Option Selection**](https://docs.xorosoft.com/configuration/application/app-config/b2b#dynamic-filtering-of-variant-dropdowns-based-on-previous-option-selection)**”** app configuration is enabled, the system dynamically filters variant options based on prior selections made by the user.
This ensures that only valid combinations of variants are available for selection, improving accuracy and preventing invalid orders.
To select variants using dynamic filtering, follow the steps below:
**Step 1:** Open the product you want to purchase by clicking on **“View Details.”**
**Step 2:** Select a value in the first variant dropdown (e.g., Colorr).
**Step 3:** The next dropdown (e.g., Optionsize) will display only the values that are valid based on the selection made in the first variant.
**Step 4:** Continue selecting subsequent variant options. Each dropdown will dynamically filter based on the previous selections.
**Step 5:** Enter the quantity and click **Add to Cart**.
### **Preview Cart**
After you have added all the products to your cart, click on the "Cart" icon to preview the items in the cart before proceeding with your purchase. Your Cart screen displays the product name, quantity, and total cost of the items in your cart. This clear presentation helps you keep track of your selections and manage your budget.
#### **Manage Your Cart**
* **Delete with Ease**: Need to remove an item? Just hit the “**Delete**” button next to the product you want to remove.
* **Keep The Cart Updated**: If you’ve made any changes to your cart, click “**Update Cart**” to refresh and see the latest details. This ensures that your cart is always up-to-date with your latest selections.
* **Seamless Checkout**: When you’re ready to finalize your purchase, simply click “**Checkout**” to proceed smoothly through the payment process. Our enhanced checkout flow is designed to be quick and hassle-free.
### **Checkout and Submit Your Order**
On the checkout page, review your order summary carefully to ensure everything is correct.
#### Order Summary Sections
* **Item Details:** On the left side of the order summary page, all the item added to the cart are displayed. From here, users can view the item details (such as item name, price, quantity, total amount, available quantity), update the item quantity, delete the item from the cart and update the cart.
* **Order Logistics:** Below the item details, you will find the finer details related to the order, such as presentation name, ordering type, start ship date, etc.
* **Order Summary:** The order summary section at the right side of the page displays the order details, such as total quantity, sub-total, total amount, and payment required. The "Submit Order" button in this section allows you to create the order.
\
**Please Note:**\
\
1\. If the **"Charge Tax on Order Items"** option in Presentation settings is enabled, the Avalara tax will be applied to order items in real-time, ensuring tax accuracy and compliance. When creating a new B2B order in XoroERP, the system will now automatically calculate and display the Avalara tax amount on the order summary page.
The calculated tax amount will dynamically update in response to changes in the order. This includes:
* **Quantity Changes:** Modifying the quantity of items in the order will trigger a recalculation of the Avalara tax.
* **Address Changes:** Altering the address (the state or city) will also initiate a recalculation, ensuring accurate tax based on the correct location.
Once a Sales Order is created from the B2B order, the calculated Avalara taxes will be accurately reflected on the SO itself.
\
2\. If an order requires an advance payment and the 'Use Direct Debit Payment Services' option is enabled in the presentation settings, customers can make payments through direct debit using GoCardless or Fuze. However, this option is only available for customers who have already set up a direct debit mandate.
As you select this option, the system will initiate you to select the direct debit service and account. \
With this enhancement, we have integrated Fuze (i3 Verticals) Payments and GoCardless direct debit payment options with B2B to make payments easier for customers. Select the service and account and click "Confirm".
If ACH is enabled for a B2B presentation, the following options will be automatically disabled in the Presentation Centre:
* "Use Default Payment Service"
* "Payment Service" option
* **Customer Details:** The customer details section displays the customer's name, email, and contact number.
* **Shipping Address:** This section displays the shipping address details and allows you to edit or change the shipping address.
* **Billing Address:** This section displays the shipping address details and allows you to edit or change the billing address.
* **Payment Terms:** This section displays the payment terms applied to the order.
* **Notes:** This section allows you to add any additional notes or information related to the order.
* **Customer PO:** This section allows you to add the cutsomer PO number, if applicable and select the sales rep for the order. *Please note that if the "*[***Make Customer PO mandatory***](https://docs.xorosoft.com/xoroerp-1/presentation-centre#creating-presentation-other-attributes-tab)*" checkbox is selected in the presentation setting, it is mandatory to provide the Custome PO here.*
* **Custom Fields:** This section allows you to capture additional order-level information using custom fields configured for the Order Header. When multi-select custom fields are enabled, users can select multiple values for a single field, making it easier to record complex order attributes such as delivery preferences, tags, or internal classifications. The selected values are saved with the order and carried forward for downstream processing and reference.
{% hint style="warning" %}
To enable Custom Fields in the B2B Order Cart header, ensure the app configuration **Enable Custom Fields in B2B** is turned ON. Custom fields, including multi-select types, must be defined under Custom Field Setup for the Order Header entity. Once configured, these fields will appear in the order cart header and allow users to select and save multiple values per field.
{% endhint %}
Once you are satisfied, click on the "Submit Order" button to create your B2B order.
