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.
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.
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 the product using the search option to add 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:
Hover over the product you want to buy and click on "View Details".
In the Item Details screen, enter the quantity of the product you want to purchase and click on the "Add to Cart" button.
If the product has variants, enter the quantity of the product variant you want to purchase and click on the "Add to Cart" button.
If you want to purchase more products, click "Continue Shopping". Otherwise, click on "View Cart" to proceed to checkout.
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.
Once you are satisfied, click on the "Submit Order" button to create your B2B order.
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