# B2B ### Use Grid for Variant View in B2B **Description:** If this setting is enabled, the default product display layout for presentations in the B2B Portal will be set to "Grid" view, overriding the "Table" or "Variant Selection" options chosen in the presentation details. {% hint style="info" %} When the number of variants exceeds 50, the layout automatically switches to a variant selection format on desktop devices and a table format on mobile devices to ensure optimal viewing. {% endhint %} **Setting:** Enable or disable this config as per your preference. ### Default Payment Term for New B2B Portal Customers **Description:** This configuration allows you to specify a default payment term for all new customers created in the system or B2B platform. By selecting a payment term, it will automatically apply to new customer accounts. **Setting:** Select one option from the available payment terms. ### Default Payment Terms for New Presentations **Description:** This configuration allows you to set the default payment terms from the "Advanced Payment Required - Payment Terms" dropdown menu, which will be preselected by default when creating a new presentation. **Setting:** Choose the payment term(s) that will appear as the default option in the dropdown when setting up new presentations. {% hint style="info" %} Customers with the selected payment terms will be required to adhere to the advanced payment settings, ensuring that the advance payment is handled correctly during checkout {% endhint %} ### New B2B Order Email Notification **Description:** This setting allows you to configure how notifications are delivered when a new sales order is created via the B2B portal. It ensures timely communication and response to new orders. **Setting:** Select the type of notification you want to sent to the customers when a new sales order is created. ### New B2B Order - Additional Notification Emails **Description:** This setting allows you to add any additional email addresses to send a notification when a new order is created via B2B portal. **Setting:** Enter comma-separated email addresses (e.g., ,) in the designated field. ### Number of Milliseconds Delay in Sending B2B Campaign Emails **Description:** This configuration allows you to set a delay in milliseconds before sending emails to customers when starting a campaign. This is particularly useful when sending emails to a large group of recipients, helping to manage server load and improve deliverability. **Setting:** Enter the time (in milliseconds) by which you want to delay the emails. ### Show All Presentations in Customer Portal **Description:** Enabling this feature allows customers to view all presentations created in the system. If this setting is turned off, users will only be able to see presentations with access granted to them or those marked as "Is Visible To Everyone (No Links Required)" in the presentation attributes. **Setting:** Enable or disable this config as per your preference. ### One Presentation per Cart **Description:** When enabled, this setting restricts customers to adding items from only one presentation to their cart. If items are added from a different presentation, the cart will refresh to include only the items from the new presentation. If this setting is disabled, customers can add items from multiple presentations to their cart and proceed to checkout **Setting:** Enable or disable this config as per your preference. {% hint style="warning" %} Enabling this setting affects order categorization and reporting, as each order can only be tagged with a single presentation. {% endhint %} ### Show Invoices/Credits/Deposits in Customer Portal **Description:** Enabling this configuration will display the "Invoice," "Credits," and "Deposits" menu options on the Customer Portal Home page, allowing customers to easily access their financial documents. **Setting:** Enable or disable this config as per your preference. ### Use Portal Signup Authorization **Description:** Enabling this setting requires new portal customers to obtain approval before their first login. A notification will be sent to the designated portal signup approver to authorize the user for access to the customer portal. **Setting:** Enable or disable this config as per your preference. {% hint style="info" %} Configure the approver's email address using the "Portal Signup Approver Email" app configuration to ensure notifications are directed to the correct recipient. {% endhint %} {% hint style="info" %} This setting only applies to new customers created from presentation links. General portal customers will still need an invitation code and will go through the standard validation process. {% endhint %} ### **Portal signup approver email(s)** **Description:** This config allows you to add the email addresses to which the portal signup approval notification will be sent for authorization. **Setting:** Enter the email address(es) to authorize portal signup. You can add comma separated emails like , , etc. ### Allow B2B Customers to Update Default Address **Description:** Enabling this setting allows customers to mark their shipping address as the default on the checkout page. This feature provides flexibility for businesses with frequent changes in shipping destinations or those needing to manage customer information more effectively. **Setting:** Enable or disable this config as per your preference. ### **Allow** Editing Presentation/Campaign Name in Sales Order **Description:** Enabling this setting allows users to update or modify the Presentation and Campaign names directly within the Sales Order module under the "Other" tab using the Presentation and Campaign dropdowns. This feature is particularly useful for correcting incorrect values. **Setting:** Enable or disable this config as per your preference. ### Replace Presentation Keyword **Description:** This configuration option allows users to enter a custom term to replace the default "Presentation" keyword used throughout the application. This feature is useful for businesses that prefer terminology that better fits their industry. **Setting:** Enter the keyword to replace the term "Presentation" in the system. ### Show Presentation Allowed Prices on Order Summary Page in B2B Portal **Description:** Enabling this setting will display the product prices selected under the price type option in the presentation on the order summary/checkout page. **Setting:** Enable or disable this config as per your preference. ### Show/Hide Tabs in Item Info View in B2B Portal **Description:** This feature adds an "Item Info" tab to the customer portal's product info popup and lets you customize which tabs are visible. You can choose to display or hide the following tabs: Primary, Weights and Dims, Inventory, and Incoming Deliveries. **Setting:** Select the tabs to show or hide in the Item Information View. ### Min/Max Qty Display for B2B Portal Items **Description:** This setting adjusts the display of back order quantities and incoming deliveries in the B2B portal. Quantities will be shown as "<" or ">" based on specified thresholds. For example, with a threshold of 25, quantities below 25 will be displayed as "<25," and quantities above 25 as ">25." **Setting:** Enter the Min and Max quantity in the respective fields. ### Allow Zero-Price Items in Cart **Description:** This app config allows the customers to add items to the cart even when the item price is zero. It is useful for promotional items or samples that you wish to include in orders without a direct charge. **Setting:** Enable or disable this config as per your preference. ### **R**estrict Auto Apply Filters in Presentation **Description:** When this setting is turned on, it will prevent filters from being automatically applied in the B2B portal. Instead, filters will be applied only when the "Apply Filters" button is clicked, allowing users to fine-tune their filter selections before viewing results. **Setting:** Enable or disable this config as per your preference. ### Enable Custom Fields for B2B in Order Summary **Description:** When this setting is enabled, it will show the 'Sales Order Details' custom fields for B2B order items in the order summary. This is useful for adding additional, customizable data points to B2B orders for enhanced order tracking and management. **Setting:** Enable or disable this config as per your preference. ### Customer Portal Advanced Item Search **Customer Portal Advanced Item Search** Enable this setting to precisely search for items using their respective Item Name/UPC code. On the basis of the Item Name/UPC code, the system will search for all items sharing the same base part number. {% hint style="warning" %} Item Name/UPC code must be entered exactly for accurate results. {% endhint %} **Setting:** Enable or disable this config as per your preference. ### Enable Vehicle Fitment **Description:** When this setting is enabled, the user can enter fitment data for an item. This data will be displayed based on the presentation settings configured under "Enable Fitment Chart Controls." **Setting:** Enable or disable this config as per your preference. ### Dynamic Filtering of Variant Dropdowns Based on Previous Option Selection **Description:** This configuration enables dynamic filtering of variant dropdowns in the B2B portal based on prior selections. When enabled, each variant option depends on the selection made in the previous dropdown, ensuring that only valid combinations are displayed. When disabled, all variant dropdowns display all configured values independently, regardless of available combinations. **Setting:** Enable or disable this config as per your preference. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.xorosoft.com/xoroerp-1/configuration/application/app-config/b2b.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.