Articles in this category B2B Transfer a B2B Order to Open Orders Orders that customers create through the B2B portal (your NolaPro URL with /b2b on the end; Admin -> Billing -> Company Options -> General -> B2B -> Allow Fulfillment Orders On B2B Site... How to Indicate Which Company B2B Orders Appear Under If you have multiple companies set up in NolaPro, the active company when you create a particular B2B user account will be the one the customer has access to and that orders will show under.If you all... Add B2B User You can create a customer B2B account by going to Income → Customers → B2B Users. You can create a vendor B2B account by going to Expenses → Vendors → B2B Users. You will have different Access Level o... What is B2B? The B2B (Business to Business) module allows your customers to have a secure access point to your NolaPro system to place orders, make payments, and check order statuses. You control the access by set... Allow Customer Signup on B2B Site If you would like customers to be able to create their own B2B accounts, go to Admin -> Billing -> Company Options -> General -> B2B. Check the box labeled Allow Customers to Sign Up On B2... B2B Demo Site Click here to access the NolaPro demo site. The login credentials are admin/pass. Once you are logged in, go to Expenses -> Vendors -> B2B Users and create a customer B2B account by clicking New... Invoice History (B2B Portal) In the B2B portal, Invoice History lets a customer view their account's invoices, filter by date and status, and print or pay selected invoices. (This is the customer-facing view; staff use the Income... How to Set Up the B2B Portal and Add B2B Users The B2B portal is a separate, customer-facing area of NolaPro where your customers can log in to view their account and place orders directly. Setting it up has two parts: first you can upload a logo ... How to Transfer a B2B Portal Order into Open Orders When a customer uses the B2B portal, they assemble items into a cart and then check that cart out through a short multi-step order form. Completing that form is what "transfers" the cart into a real o...
