How B2B buyers will order?

  1. B2B customers log in to their account

  2. Go to Quick order CSV Upload card from the Orders page

  1. If the B2B customers have a predefined CSV of products, they can:

  • Click the "Upload CSV" button.

  • Select the prepared CSV file and upload it.

or if customers need a CSV with product catalog, they can:

  • Click the "Download Catalog" button.

  • Open the downloaded CSV file, which includes:

    • Product SKUs

    • Minimum order amounts

    • Maximum order amounts

    • Increment values

    • Current stock levels

  • Edit the CSV file:

    • Adjust quantities as needed.

    • Ensure quantities meet minimum/maximum requirements.

    • Save your changes.

  1. Return to the Quick Order page and click "Upload CSV".

  1. Select the edited CSV file and upload it.

  2. Review the order summary generated from the CSV.

  1. If satisfied, click the "Create Order" button.

  2. B2B Customers will be directed to the checkout page to complete order.

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