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DEAR Inventory's B2B eCommerce Portal enables your customers to browse and order from your catalog 24/7. You can watch a video tutorial on the B2B Portal or read this article.


The DEAR B2B Online Portal provides a scalable and flexible platform uniquely focused on companies doing business with each other. For example, manufacturers selling to distributors and wholesalers selling to retailers.


IMPORTANT! DEAR B2B Portal is excluded from the base DEAR Inventory subscription plan. Before you can create a portal, you must add DEAR B2B Portal licence to your subscription. Each portal requires a licence, e.g. to create two (2) portals, two (2) licences (or one licence for each portal) is required.


You can specify a custom domain name for your portal, although this may require additional costs for getting a domain name from a registrar. See Custom Domain for Portal for detailed instructions.


Once you have completed setting up your B2B portal, try the following articles:

  • Using B2B portal: See how to use the portal as a customer, logging in for the first time, ordering products, and managing orders. 
  • Set up Product Deals: Product Deals can be used to apply or combine discounts at the order level for your B2B customers, for example if the customer's order has met a certain criteria, such as including certain products or brands, or meeting a certain order amount. 
    • You will need to enable the Show Deal Information on Shopping Cart Page to let your customers if they are missing items they need to qualify for a deal.


Prerequisites


Table of Contents


Set up a new B2B portal

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To begin setting up your custom B2B portal, navigate to Integration → DEAR B2B Portal. If you have not previously created a portal, you will be greeted by an empty Overview page. You may have several portals for different customers, each with different lists of products to sell.

  1. Click + to add a new portal.
  2. Enter a name for your portal. The name is appended as a subdomain and reflected in your store URL, which will be used by your customers to access the portal.
  3. Click Add. Repeat Steps 1-3 to add more portals.


NOTE: You can also specify a custom domain name for your portal, although this may require additional costs for getting a domain name from a registrar. See Custom Domain for Portal below for more information.


B2B portal settings

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In this section, you can manage the settings and customise preferences for the custom portals you have added to DEAR Inventory. Select a portal from the top of the screen to change its settings.


Go to the General tab to manage the B2B portal settings.


General settings

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Portal Name is the given internal name of the portal when it was first created. This is editable.


Your store URL is a link to your custom B2B portal. The URL can be changed at any point with Change Domain. Once changed, customers with the previous URL will no longer be able to access your store. 


Is active allows you to activate/deactivate the portal. Once a portal is deactivated, your customers are no longer able to log in and browse your products. You may consider deactivating the account during maintenance of the product listings or any other changes being implemented.


Configure Custom Domain Name allows changing the domain name for the portal assigned when it was first created. When you click this button, a window appears where you can enter the new domain name. Click Change Domain Name to save the new name, otherwise click Close to cancel the change. When you change your custom domain name, current users and invitees to the portal before the name change will no longer be able to access the portal. You will need to notify users about the change or send invitations to existing users so they can access the portal using the new domain name, which is different from the custom domain name discussed in Custom Domain for Portal below.


Portal Type is set to B2B. In the future, once the planned DEAR B2C Portal functionality has been released, you will be able to select B2C using this setting.


Portal Contacts allows selecting your Company Contact’s details. These will be displayed in the portal's footer. Company contacts can be managed in Settings → Reference Books → Company Contacts.


Portal Address allows choosing the Company Address to be displayed in the portal's footer. Company addresses can be managed in Settings → Reference Books → Company Addresses


Portal Location is one of the locations you have set up in DEAR to manage your inventory. Orders placed by customers via the portal will be automatically marked for fulfilment from this location, with the portal reflecting the stock quantity held in the location. However, the portal location can be changed when performing the Pick for the Order or in the Sale Order header. You can manage locations in Settings → Reference Books → Locations and Bins.


Sales Representative allows you to enter the sales representative you would like to associate with the sales orders generated via the portal. This is a text field.


Create Sale As chooses how sales created via the portal are automatically generated in DEAR. There are 3 options:

  • Authorised Quote – does not reserve inventory and is a quote only.
  • Authorised Order – reserves inventory for the order and is ready for the fulfilment steps Pick, Pack, Ship and invoicing.
  • Authorised Invoice – reserves inventory for the order and is ready for the fulfilment steps Pick, Pack, Ship with customer invoice authorised and available for sync with your accounting application. If you are going to allow payments using a credit account, select this option.


Invoice Template allows selecting a template for invoice printing from the Portal. Templates can be managed in Settings → Document & Email templates. See Manage Document and Email Templates for more information.


Default Revenue Account is an account in your Chart of Accounts that will be used for portal sales. If left blank, product, customer or default account mapping will apply to sales generated via the portal.


Show Available Quantity lets you choose from three (3) options for showing remaining available item quantities to customers:

  • Hide – the available quantity will not be shown.
  • In/out of stock – the actual quantity will not be shown. Customers will only see whether a product is In or Out of stock.
  • Show Quantity – the available quantity for the product will be shown.


Family Price Format for product families specifies the order in which prices are displayed.


Products List Layout lets you choose the layout for how product tiles are displayed on the portal.


Price List Template lets you select a Price List Template for invoices printing from the portal. A basic Price List Template is selected by default. Templates can be created and managed in Settings → Document & Email templates. See Manage Document and Email Templates for more information.


Price Tier For Guest User lets you select the price tier for users accessing the portal as guests. Only available if Allow Guest Access is enabled. For more information, see Price Tiers.


Google Analytics Tracker ID lets Google Analytics users embed analytics tracking on all portal pages.


Tag Name for NEW Products allows selecting a default tag for new products in the portal's catalogue.


Show Extra Parameters lets you choose where on the Portal extra parameters will be shown.


Shipping Service lets you choose from either Manual Shipping Methods or Shipping Zones as your shipping service or a connected shipping service. See Integrations → Shipping & Fulfilment for shipping services which integrate with DEAR.


Minimum Order Amount allows you to specify a minimum amount for orders placed on the Portal.


RRP Price Tier for RRP refers to the product's retail price. This is set to Do Not Show RRP Price by default, meaning that the retail price will not be displayed on the Portal unless this is set to display a pre-selected price tier. You can change this to your preferred price tier in DEAR. Price tiers are configured in a product's details page in DEAR Inventory. For more information on price tiers, see Managing Price Tiers.


On All Orders page allows either All orders from all sales channels or only B2B orders on the portal to be displayed on the portal's All Orders page.


Advanced settings

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There are several settings in this section. All are disabled by default, except for Show Additional Attributes.


Allow backorder allows you to enable/disable back ordering if an order is placed through your B2B portal for an item that is not in stock. Enabling this setting will show out of stock items to your customers. 


Show product images in Shopping Cart allows toggling whether customers will see product images in the shopping cart. Only 10 images can be shown per product.


Show Price before Discount lets you choose whether or not the pre-discount price (if applicable) for an item is displayed crossed out next to the discount price.


Show tax percentages lets you choose to show tax percentages on the Checkout page.


Allow Customer to Access Portal When on Credit Hold lets customers on credit hold access the portal. This is disabled by default.


Hide Images in Product List lets you choose to hide images from product tiles in the product list.


Include Available Quantity in Price List lets you choose to show the Available Quantity column in your price lists. 


Allow Guest Access lets anyone, even uninvited customers, to access the portal's Home page. However, only customers who have been invited and accepted their invitation can log in to the portal.


Show Deal Information on Shopping Cart Page lets you choose whether to show deal information in your customer's Shopping Cart on the Portal.


Show Additional Attributes lets you choose whether to show additional product attributes on the Portal.


Sorting options

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Customers are able to sort the products in your B2B Portal based on the options defined under this section. This section also sets the default sorting option. 


The available sorting options are:

  • Product name (ascending): Products are alphabetically sorted by name in ascending order, e.g. A-Z.
  • Product name (descending): Products are alphabetically sorted by name in descending order, e.g. Z-A.
  • Price (ascending): Products are sorted by lowest to highest price, e.g. $1 - $100.
  • Price (descending): Products are sorted by highest to lowest price, e.g. $100 - $1.
  • Category (ascending): Products are sorted by categories arranged in ascending order, e.g. Category A to Category Z.
  • Category (descending): Products are sorted by categories arranged in descending order, e.g. Category Z to Category A.
  • Brand (ascending): Products are sorted by brands arranged in ascending order, e.g. Brand A to Brand Z.
  • Brand (descending): Products are sorted by brands arranged in descending order, e.g. Brand Z to Brand A.

The default sorting option is Product name (ascending).


To add a sorting option, click the button, select a sorting type from the list, then enter a display name for the option. You may add as many sorting options as required.


To edit a sorting option, click either its sorting type or name, then select a new sorting type or enter a new name for the option.


To change the default sorting option, check the box under the Default column.


To delete a sorting option, click the button to its right


Add shipping methods

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In this section, you can add the shipping methods available to your portal's customers. These will be available for customers to select if Shipping Service is set to Manual Shipping Methods in the B2B portal General Settings. If shipping service is set to a shipping integration or shipping zones, the shipping methods in this section will be replaced by the shipping integration options or shipping zones based on location. 

  1. Click and enter the carrier's name, amount (shipping cost charged to customer) and mark the carrier as Active. If you have added shipping carriers to your Reference Books, you can click Add All Existing Carriers to quickly add these carriers to the list. 
  2. To show shipping costs on the Portal, turn on Show Shipping Costs.

Tax rules associated with customer records in DEAR will be applied to the selected Shipping Method, and tax will be calculated accordingly in Sales Invoices.


Users/Stores are also able to set the estimated delivery date within the order information for Customers who place orders through the B2B portal. The Date field in the DEAR Sales Order can be used to set this requirement.


NOTE: At least one shipping method should be marked as Active before you can activate a B2B portal.


Add payment methods

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In this section, you can create all payment methods available for customers using your B2B portal. Available payment method types are:

  • Cash on Delivery
  • Money Transfer
  • Purchase Order
  • PayPal (if you have an active Paypal integration)
  • Stripe (if you have an active Stripe integration)
  • DEAR Payments (if you have an active DEAR Payments integration)
  • Credit Account


To add a payment method, click +, enter a name and select a type for the payment method, then mark it as Active.


NOTE: At least one payment method should be marked as Active before you can activate a B2B portal.


Custom domain for portal

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It is possible to point a B2B portal to your own custom domain name rather than the default DEAR portal address. You will need to buy your custom domain name from a domain registrar. 


To bind your custom domain name to your DEAR Portal, you need to create a CNAME entry on your domain hosting provider's DNS server that points to your B2B Portal permanent address (<your_portal_name>.dearportal.com).


Each domain registrar has a different way of doing this — you may need to check with your provider for assistance in case you have any difficulty binding a custom domain name to your DEAR B2B Portal.


After binding your custom domain name, you will need to set up a SSL certificate to ensure security of the payment information that you collect from your customers. 


 See Binding a Custom Domain Name to your DEAR B2B Portal for detailed instructions.


Disconnect a store

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Clicking Remove Store will completely delete ALL sales history and portal settings entered previously. 


IMPORTANT! Do not use this option if you would like to only temporarily disable the portal. Instead, uncheck the Is Active box under General Settings.



Manage the B2B portal product catalog

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In this section, you can list products from your inventory on your B2B portal so that customers can buy them.  Each portal can display a specific catalog of products; for example, if you maintain multiple brands, you may consider publishing products from a specific brand to a particular B2B portal associated with this brand.


NOTE: By default, items will no longer be displayed to customers if they are out of stock, even if the item has been listed in the catalog. See Out of stock items for more information. 


The Catalog page shows product name, SKU, category, price, listed/unlisted status, quantity available and quantity on order (for the Portal Location selected in the General Settings.)


Go to the Catalog tab to manage the B2B portal product catalog. 


List items

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Listing items on the B2B portal makes them available for your customers to buy. Prices of the items are taken from the item's price tiers - customers will see the price that matches the customer's price tier. Guest users (if allowed) will see the guest price tier selected in the portal's General Settings

  1. Go to the Catalog tab. This will display all of the products in your inventory. 
  2. Search for the product or products to list. You can also filter the inventory list products by Category, Family, Product Tag or Brand. If no filters are applied, all items in your inventory will be listed.
  3. Click List to publish the products and make them available for purchase on the B2B portal.
  4. Click Save. Repeat the procedure to list other products.


Unlist items

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Unlisting items removes them from your B2B portal and makes them unavailable for customers to select. Unlisting an item from the catalog does not delete the item in DEAR. 

  1. Go to the Catalog tab. This will display all of the products in your inventory, both listed and unlisted. 
  2. Search for the product to delist. You can also filter the inventory list products by Category, Family, Product Tag or Brand. If no filters are applied, all items in your inventory will be listed. 
  3. Click List to publish the products and make them available for purchase on the B2B portal.
  4. Click Save. Repeat the procedure to unlist other products.


Set minimum order quantity for a product

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The Catalog page allows you to set a minimum order quantity when you list a product. Search or filter for the products to list with a minimum order quantity. Enter a number in the Minimum to Order field, and click List. Unlisted items will be listed with the minimum order quantity. 


NOTE: Minimum to Order quantity can be decimal and less than one. 


To change the minimum to order quantity for a product, unlist the item, change the Minimum to order value, then List it again.


NOTE: You can set a minimum order amount from your portal's General Settings.



Out of stock items

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You can choose to allow your customers to view and order out of stock items. By default, this function is disabled and out of stock items will not be shown in the product catalog, even if they have been listed. Customers will not be able to order out of stock items. 


Allow viewing and ordering of out of stock items by enabling the Allow Backorders setting, under General → Advanced Settings


When this setting is enabled, out of stock products will be listed on the product catalog with status Coming Soon (if on order) or Out of Stock (if not). Completing an order for an out of stock product will initiate a backorder. See Back Orders for more information on the backorder function.


Invite customers to the portal

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Use the Invitations tab to send an email invitation to individual customers or their designated sales representatives. Customers and sales reps will be invited to create an account and order products from a portal. Customers and sales representatives must have a valid email address to receive your invitations. 


You can change a customer's email address if required through the customer record, which is accessible from Sale → Customers. For sales representatives, you will enter a valid email address prior to sending them the invitation.


Customise invitation emails using email templates


Send an invitation to a customer

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There are two ways you can invite a customer to order products from a portal.


The first involves inviting your customers from the B2B Integration page. To do this:

  1. On the Invitations tab, all your DEAR customers with an email address are listed by default. Search for the customer or customers to be invited. You can also filter the records to show only those customers that you have not invited to the portal yet. 
  2. Check one or more boxes next to a customer entry. This will make the Invite selected and Revoke selected buttons visible. 
  3. Click Invite Selected to send the invitation/s. You will have two options:
    • Send Invites to Selected sends an invitation email to the customer immediately with the configured email template
    • Generate Invites and Export to CSV generates a downloadable CSV file with a unique invitation link for each customer invited. 
  4. Once a customer has been invited, you can resend the invitation if required by clicking the email icon which appears next to the customer entry.


Alternatively, you can invite a customer directly from the Customer record. To do this:

  1. Go to Sale → Customers.
  2. On the Customers page, only active customers are listed by default. Search for the customer to be invited, then click to open the customer record.
  3. Click Invitations, then click the Email icon to send the invitation to the customer. This sends an invitation email to the customer immediately with the configured email template.


Once a customer has been invited, you can then resend the invitation if required by clicking the email icon again. You will also now be able to revoke a guest's access and copy the unique invitation link to the clipboard.


Send an invitation to a sales rep

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Some organisations prefer to use Sales Rep to order on behalf of their customers. A sales rep invited to a B2B portal will have the ability to select any Active Customer on the B2B portal and create a sale task for that customer. 


Invite a Sales Rep to your B2B portal: 

  1. Click Sales Rep Invitation in the Invitations tab.
  2. Enter the Sales Rep's email address, then click Send the invitation. This sends an invitation email to the customer immediately with the configured email template. The Sales Rep will then be sent an invitation to sign up to the B2B portal, where they can make sales on behalf of any active customer.
  3. An entry for the sales rep will be added to the Invitations page. You can then resend the invitation if required by clicking the email icon again. 


Revoke customer's access to a portal

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There are two ways you can revoke a customer's access to a portal.


The first involves revoking access from the B2B Integration page. To do this:

  1. On the Invitations tab, all your B2B customers are listed by default. Search for the customer whose access is to be revoked. You can also filter the records to show only those customers that have previously accepted your invitation to access the portal.
  2. Click the customer record, then Revoke Selected.


Alternatively, you can revoke access directly from the Customer record. To do this:

  1. Go to Sale → Customers.
  2. On the Customers page, only active customers are listed by default. Search for the customer whose access needs to be revoked, then click to open the customer record.
  3. Click Invitations, then click the Trash icon to revoke the customer's access to the portal.


Enable or disable guest access

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DEAR allows you to enable or disable guest access to your B2B portal/s. If enabled, users can view and browse through the portal catalog without being logged in. Guest users cannot place an order for any products. 


Enable guest access by going to the portal's General tab, scroll to Advanced Settings and enable Allow Guest Access.


Select the price tier for product prices that will be displayed to guest users by going to the portal's General tab, scroll to General Settings and select a price tier from the dropdown menu for Price Tier for Guest User.


Customise the look of your B2B portal

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Customise how your B2B portal appears to your customers. DEAR allows you to upload a company logo, change the website's colours, add page elements such as a carousel, and customise navigation bars to display your products.


Change your portal's appearance

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In the Appearance tab, you can customise your company logo and change the portal colour scheme.


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The portal shows your company logo. Uploading a logo is a mandatory step before customers can start using your portal. 

  1. Click Browse and choose a file to upload. The recommended size for the logo is 200 x 100 pixels, but it will be resized automatically. 
  2. Click Save to complete.


NOTE: You are required to upload a logo before you can start using a portal.


Colours

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In this section, you can further customise the appearance of your portal by changing the colour schemes of the Header, Custom Menu, Content and Footer areas. 


To change the colour scheme, click an option, then either enter the colour's hexadecimal code or choose a colour from the palette.


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The Navigation tab is where you set up navigation options to help your customers browse through a portal. 


Navigation bars can either simply display a list of existing Categories, Tags or Brands (horizontal and vertical navigation) or display a custom menu with sub-menus (horizontal navigation only). You may opt to use either horizontal or vertical navigation bars only, no navigation bars, or both horizontal and vertical navigation bars on a portal.


Navigation bars for a portal are disabled by default. 


Page elements, also configured from the Navigation tab are used to further customise the look-and-feel of a portal. See Page Elements below for more information.


Vertical navigation

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Vertical navigation bars are displayed to the left of the product catalog. Brands, Categories, and Tags can be displayed. Vertical menus allow all of these to be displayed under different sections of the same vertical menu. 


Set up a vertical navigation:

  1. Under the Navigation tab, scroll to the Vertical Widget Area. By default, this will be Disabled
  2. Select Categories, then click + Add Items to add categories. This section can be left blank. 
  3. Save to complete the section. 
  4. Add another section to the vertical menu by going back to the top-right dropdown. Select Brands, then click + Add Items to add brands. This section can be left blank.
  5. Save to complete the section.
  6. Add another section to the vertical menu by going back to the top-right dropdown. Select Tags, then click + Add Items to add brands. This section can be left blank.
  7. Save to complete the vertical navigation. .

NOTE: Switching between vertical navigation sections does not delete options. Use X next to an entry to delete an option.


Horizontal navigation

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The horizontal navigation bar is displayed at the top of the B2B portal. There are two options:

  • Simple Menu: Simple horizontal menus show a selection of either Categories, Brands, or Tags. There are no sub-items. 
  • Custom Menu: 


Simple Menu (Categories, Brands, or Tags)

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Simple horizontal menus display a selection of either Categories, Tags, or Brands. Only one type can be displayed Simple menus do not have sub-items, each item of the simple menu is a link to a category, tag, or brand.


Set up a simple horizontal menu:

  1. Under the Navigation tab, scroll to the Horizontal Navigation Bar. By default, this will be Disabled
  2. Select Categories, Brands, or Tags then click + Add Menu Items to add items of that type. Only one of Categories, Brands, or Tags can be selected for a simple menu. 
  3. Save to complete the horizontal navigation bar.


NOTE: Switching between horizontal navigation sections will delete all items in that section.


Custom Menu

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The horizontal navigation bar can also be a custom menu. This is a more complex type of menu that can contain more types of items and sub-items. Vertical navigation cannot use custom menus. 



Set up a custom menu:

  1. Under the Navigation tab, scroll to the Horizontal Navigation Bar. By default, this will be Disabled
  2. Select Custom Menu
  3. Click Add Menu Items to start adding items to the menu. There are four types of menu items that can be added to a custom menu; Menu Item, List of Products, Grouped Menu, and Link


Menu Items

Selecting Menu Item type adds submenu items to the menu item. Two levels of submenu items can be added. Add more submenu items by clicking Add submenu item to [Menu item] and entering a title. Items of other types (described below) can be added as submenu items.


List of Products

Selecting List of Products type allows products from the catalog that meet the set criteria to be displayed in the custom menu. Selecting this menu item will redirect the customer to the configured list of products.


Click Add Products, then on the Add Products menu, select the parameter(s) that will be used to filter the products that will appear. You may select one or more parameters from your categories, product families, brands, product tags or individual products. Click OK to finish.

Grouped Menu 

Grouped Menu items may contain several lists of products as well as a link. It can also be used to group items based on a title or name, e.g. Shop by Brands can be used as a title for a menu item showing a list of products grouped by brand.

The group number indicates where on the portal the grouped menu will appear. For example, if you have two grouped menus, the menu with Group Number = 1 will be displayed as the first group on the left, with the menu with Group Number = 2 appearing to its right.

A grouped menu comprises several menu items that are displayed as a group on the portal. Enter a group number and name for the grouped menu, then select a type, which can be another list of products, a title or a link.

  • NOTE: A title is a non-clickable menu item and is always shown above the grouped menu. For example, for a grouped menu showing a list of brands, you can have a Title menu item named Shop by Brands.
  • List of Products, as described above, allows products from the catalog that meet the set criteria to be displayed in the custom menu. Selecting this menu item will redirect the customer to the configured list of products.



Link 

Selecting Link type points to a hyperlink, for example, a product page which can be an internal page, or part of the portal, or an external page that is outside the portal.


NOTE: DEAR does not check if an added hyperlink is broken. Thus, ensure that the hyperlink is working so that your customers can open the web page.


  1. Menu items are draggable, allowing for easy editing of a menu tree structure.
  2. Check that all menu items and submenu items look correct using the preview feature.
  3. Change text alignment (left, centre, right) of top-level items using the text alignment buttons.
  4. Once you are done setting up your navigation bar, click Save.


Add page elements

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The Page Elements section allows you to add and rearrange page elements to further customise the appearance of your portal and give your customers shortcuts to categories, brands, tags, or products. This section is found at the bottom of the Navigation tab. 


There are three types of page elements available for selection, which are explained below. 


By default, all of these sections, plus menus and catalog, are already selected for display on a portal. The default sections cannot be deleted, but can be deactivated if you wish them not to be displayed. 


Add more page elements by clicking +Add Section, then enter a Name, select the Section Type and check the box to make the section visible to your customers. Non-default page elements can be deleted by clicking the X symbol.


Activate and deactivate Page Elements

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Page elements can be deactivated by unchecking the box next to the element's name. This does not delete the page element. The Menus & Catalog page element cannot be deactivated. 


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A Carousel page element is a slide show of images appearing in a sequence. Each image is a link to another part of the B2B portal. Carousel page elements can be shown with or without a navigation menu. The carousel page element will look something like this on the B2B portal (shown without navigation menu.)


Once you have selected to add a new Carousel element:

  1. Click + Link to add a new link to the Carousel. 
  2. Use Upload to upload an image. Recommended image size is 930x300px, but images will be resized automatically to fit by the user's browser. 
  3. You can then link the image to part of your catalog, or another URL. 
  4. Under Use, select one of the following from the dropdown menu:
    • Brand: Select a brands from the Item dropdown menu.
    • Category:  Select a category from the Item dropdown menu. 
    • Product: Select a specific product from the Item dropdown menu. 
    • Tag: Select a product tag from the Item dropdown menu.
    • URL: Enter a URL into the Item field. 
  5. Repeat this process for every image you would like to add to the carousel.
  6. You can choose to show or hide the carousel navigation menu using the Hide Navigation Menu slider.
  7. Save your 


The carousel navigation looks like this when enabled:


Tabbed Pane

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A Tabbed Pane page element creates horizontal tabs which can be linked to Product Tags. The tabbed pane page element will look something like this on the B2B portal.


Once you have selected or added a Tabbed Pane element, click #Tag and enter a Title for the element and start typing the tag to be associated with the new tabbed pane.


Once you have selected to add a new Tabbed Pane element:

  1. Click + Tag to add a new tab to the page element. 
  2. Add a Title which will be displayed on the tab, and choose which product tag to link to. DEAR will show products with that tab in the tabbed pane. 
  3. Repeat this process for every product you would like to add to the tabbed pane. 
  4. Save your changes. 


Group of Banners

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The Group of Banners page element is essentially a group of images that will appear next to one another on the portal. Each image is a link to another part of the B2B portal. The group of banners page element will look something like this on the B2B portal.


Click Link to select and upload an image and then link the image to product(s) appearing in your portal. Filter product by Brand, Category, Product (select a specific product), Tag or URL.


Once you have selected to add a new Group of Banners element:

  1. Click + Link to add a new banner to the page element. 
  2. Use Upload to upload an image. Recommended image size is 350 x 350 pixels. Maintain a uniform image aspect ratio for each banner image in the group. 
  3. You can then link the image to part of your catalog, or another URL. 
  4. Under Use, select one of the following from the dropdown menu:
    • Brand: Select a brands from the Item dropdown menu.
    • Category:  Select a category from the Item dropdown menu. 
    • Product: Select a specific product from the Item dropdown menu. 
    • Tag: Select a product tag from the Item dropdown menu.
    • URL: Enter a URL into the Item field. 
  5. Repeat this process for every image you would like to add to the group of banners.
  6. Save your changes. 


Menu and Catalog

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Menus and Catalog refers to the product catalog and vertical menu. This page element cannot be deactivated or deleted, and new page elements of this type cannot be added. The position of the menu and catalog can be changed by rearranging the page elements order from the B2B portal set up page. 


The Menus and Catalog item will look something like this on the portal. 


Rearrange page elements

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Rearrange the order of page elements by clicking an element, then dragging and dropping it to the required spot. Save your changes. This is done from the Navigation tab. 


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Customise your B2B portal footer by adding content pages such as Terms and Conditions, Privacy Policy, and About Us. Add social media links in this section so that your customers can easily follow your content. 


Add and edit Content Pages

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In this section, you can manage various information pages you would like to include in the footer of your B2B portal, such as a privacy policy, FAQ, etc. 


By default, the following content pages are already available and can be customised from this tab:

  • Contacts
  • Terms and Conditions
  • About Us
  • FAQs
  • Privacy Policy
  • Our Goal


NOTE: The Slogan and Log in Information displayed on the login screen can also be edited from this page. See Customise login screen for more information. These cannot be deleted but can be left blank. 


Customise an existing content page:

  1. Select a content page from the list on the right.
  2. Create and format the text, table or image content using the HTML Editor (< > symbol). You can copy and paste content from an existing website or edit directly in the editor. 
  3. Click Save

Add a new content page to the B2B portal footer:

  1. Click + Add New Section.
  2. Enter a Page Title for the new content page and begin creating/formatting the text, table or image content using the HTML Editor (< > symbol). You can copy and paste content from an existing website or edit directly in the editor. 
  3. Click Save.

Delete a content page from the B2B portal footer by clicking the X next to a content page. This action cannot be reversed once you have saved your changes. 


Add social media links

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You can add links to your social media channels to your portal to make it easier for customers to find your content. These will be displayed at the very bottom of your page. 


Add social media links from the General tab of the portal, then scroll to Follow Us. Add the full URL of your social media channels and save your changes.


Display company contact information

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Customer contact information specified in the General tab, General Settings, are displayed in the B2B portal footer. The Portal Address is shown in this section (select a Company Address from the dropdown menu). The Contact Name, Phone, and Email of the Portal Contacts (select a Company Contact from the dropdown menu) is also shown. If these fields are left blank, the contact information section for that field will not be displayed. 


Customise login screen

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DEAR allows you to change the slogan which appears on the login screen as well as display log in information below the the log in fields. 


Customise this text by going to the Content Pages tab of the B2B portal. Click Slogan or Log in information to edit and format the text, then save your changes. These pages can be left blank, but cannot be deleted. 


Preview portal appearance

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Preview your portal appearance before going live from the Apperance tab. Simply press Preview Portal to see the changes you have made.


Displaying prices, taxes, discounts and deals

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DEAR allows you to customise the display of prices, taxes, and discounts using the Advanced Settings, found on the General tab. 


If the Show Price Before Discount setting is active (under General → Advanced Settings of the B2B portal), the original price will be displayed next to the discount price for the item. If the setting is inactive, only the discounted price will be visible to users.


If the Show Potential Deal Information in Shopping Cart Page is active (under General → Advanced Settings of the B2B portal), the user will be notified at the shopping cart if they can unlock a better deal by purchasing more items. See Product Deals for detailed instructions for how to set up Product Deals.


Customise customer email templates

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The B2B Portal includes the following standard email templates that are sent to B2B portal users:

  1. Invitation to B2B – a standard email invitation sent to customers that contains a link to your B2B portal
  2. Invoices for orders – a standard email template containing invoices for selected orders pulled from the B2B Orders page
  3. Reset Password – a standard email template containing a link to the Reset Password page.


You can edit these templates from the Email Templates tab of a B2B portal. Use Supported Keywords to dynamically enter customer information into the email template. 


NOTE: The editor accepts HTML code so you can copy and paste content from an existing email template or edit directly in the HTML editor (< > symbol). 


Once you are done editing a template, click Save.


Create downloadable Price Lists

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You can create custom Price Lists which customers will be able to download directly from your portal. Please note that price lists can only be downloaded by customers who are logged in, not accessing the portal as a guest. 


You can create Price Lists for Brands, Categories, Tags or any combinations of these. Customers can also create their own price lists when logging on to your portal.


To add a new price list:

  1. Click + Add New Price List.
  2. Enter a Price List Name.
  3. Enter the Brands, Categories and/or Tags on the corresponding boxes, then click Enter. Repeat until you have added all preferred brands, categories and/or tags to the price list.
  4. Click Save.


The look of your template can be customised in Settings → Document & Email templates. See Manage Document and Email Templates for customisation instructions. 


Track B2B Portal Sales

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View a summary of sales for each portal, all portals, or detailed information for each sale and status for each portal. 


Sales Overview

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Any portal you create will have its own Overview page displaying summary information on its sales and customers. It shows daily, weekly, monthly, and total sales for each B2B portal. You can also see information for each sale, customer, and any abandoned carts. This is displayed as soon as you go to Integrations → B2B


If you have two or more portals, summary information on the combined sales and customers of these portals are shown on the All Portals page.


View list of sales

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The Sales tab is a log of all Sales made via the portal, where you can see sale customer, amount, sale status and payment status. You may search for a sales order or filter the list of sales based on order status. Click a sale entry to be taken to that sale task. 


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