BundleB2B User Guide
What is BundleB2B?
BundleB2B is a SaaS application that offers enterprise-level B2B functionality to businesses of all types and sizes. It enables store owners to facilitate their B2B operations online and provide their B2B customers with seamless transactions and convenient self-service account capabilities.
Backed by the industry’s leading eCommerce platforms, the app provides optimal buyer and seller features including Corporate Account Management, Bulk Ordering Tools, Shopping Lists, Quick Order Pad, Sales Representative Masquerade, and much more.
With core capabilities that allow users to easily manage front-end and back-end B2B processes, BundleB2B can be utilized to fit the needs of any growing B2B Commerce business and improve the B2B self-service experience for both store owners and their customers.
This guide walks you through the BundleB2B application and provides instructions and assistance for navigating through its different features and functionality.
Browse through the following sections for more information:
Seller (Merchant) Features
For store owners, BundleB2B provides a variety of key B2B capabilities that your commerce store needs to drive selling efficiencies and optimize B2B processes.
- Account Dashboard
- Price Lists
- Customer Groups/ Company
- Create A New Company
- Managing Address Book Permissions
- Company Account Approval Process
- Adding/Editing Approved Payment Options for Customers
- Sales Representative Masquerade
- Sales Representative Quoting
Buyer (Customer) Features
- Apply for a Company Account
- Company Account Application Status
- Company View/User Management
- Shopping List Approval
- Bulk Ordering Tools