Configuring the B2B Portal

Configuring the B2B Portal

Configuring the B2B Portal

The B2B Settings page allows you to configure how customers access and interact with the portal. It also provides options to customize the portal's appearance, control product visibility, and manage customer access methods.

B2B settings page

Global Controls

Publish a Portal

Master switch that enables or disables the B2B portal.
When enabled, the portal is active and accessible to customers.
When disabled, the portal is fully inactive and cannot be accessed regardless of other settings.
This control affects the entire portal and overrides all other configurations.

Portal address

The URL of the B2B portal.
This is the link used by customers to access the portal.
The field defines the portal’s unique web address. The last part of the URL (slug) can be customized.

General

Company Name

The company name displayed in the B2B portal.
By default, this value is taken from the company information in HandiFox Online. However, it can be modified specifically for the B2B portal.

 Any changes made here only affect the B2B portal display and do not modify the company information stored in HandiFox Online.

Contact Information

Contact details displayed in the B2B portal. This section contains two fields:
Email: email address shown to customers for support or communication purposes
Phone: phone number shown to customers for direct contact

 By default, these values are taken from the company information in HandiFox Online. They can be modified specifically for the B2B portal without affecting the original company data in HandiFox Online.

Public Access

The Public Access setting determines whether customers can access the portal without signing in.

When enabled, visitors can open the portal and browse available content without authentication. When disabled, users must sign in before accessing any part of the portal.

This setting only controls access visibility. It does not affect customer permissions for ordering or account-level restrictions.

Customer Access

The B2B Portal supports two ways of granting customer access: invitations and sign-up requests.

Sign-up Process for New Customers

The B2B Portal allows customers to request access directly from the portal.

It includes two fields:

Send requests to sign up

Email address that receives customer registration requests submitted through the portal.

Sign-up message for user

Message displayed to customers after submitting a registration request. It confirms that the request was received and informs them about the next steps.

Color Scheme

The Color Scheme setting defines the visual styling of the portal interface.

It is configured specifically for the B2B portal and does not affect any settings in HandiFox Online.

It controls the primary UI colors used across the portal, including navigation elements, buttons, and highlights.

Changes apply globally across the entire portal interface.

Logo displayed in the B2B portal interface.

 Changes made here only affect the B2B portal and do not modify the logo used in HandiFox Online.

The Banner setting consists of an image upload and a text field.

By default, banner content is not taken from HandiFox Online and is configured specifically for the B2B portal.

The image is displayed at the top of the portal homepage. The text is displayed over or alongside the banner image depending on layout.

This section is used to define the visual header of the portal. It is commonly used for branding, announcements, or promotional messaging.

Example of B2B UI that includes Banner, Logo, Company Name and Banner Text

Product Catalog Settings

The Product Catalog settings control what product information is displayed, how stock is calculated, how pricing is shown, and which products are included in the B2B portal catalog.
A Save button is available at the top right of the page to apply changes.

View Settings

Controls which product information is displayed in the catalog.

  1. Category: can be checked to display product categories in the catalog
  2. SKU: can be checked to display SKU codes
  3. Barcode: can be checked to display product barcodes

Frequent Products

Period

Defines the time range used to calculate frequently ordered products.

Available options: 1 month, 3 months, 6 months, 9 months, 12 months

The selected period determines how far back order history is used when identifying frequent products.

Stock Availability Settings

Controls how stock information is displayed and how availability is calculated in the catalog.

  1. Quantities:
    Don’t show, Display only availability status, Show available stock (only one option can be selected)
  2. Calculate availability based on:
    Available Quantity, QOH (Quantity on Hand) (only one option can be selected)
  3. Hide products if they are out of stock:
    Can be enabled or disabled

Assign new orders to and show product availability based on quantities at

Defines how inventory is used for availability and order assignment.

There are 2 options: All inventory sites, Specific site. Only one option can be selected

The Site drop-down menu defines the warehouse or site used for stock calculation.

Pricing

Controls how prices are displayed in the catalog  (only one option can be selected).
  1. Hide product prices
  2. Show default product prices
  3. Show prices from price levels if they are applicable
 Price levels created for "All customers" will be applicable for not authorized users) 

Products to show

  1. All Products: all inventory items are shown in the catalog
  2. Selected Products: only manually selected products are shown
    1. SELECT button is used to choose products
    2. Added items shows the number of selected products

Orders Settings

The Orders settings control the messages displayed during checkout and after an order is placed.

A SAVE button is available at the top right of the page to apply changes.

Checkout Message

Defines the message shown to customers during the checkout process before the order is submitted.

Checkout Message is fully editable and can be used to display important information such as shipping conditions or order notices.

Order Complete Message

Defines the message shown to customers after an order has been successfully placed.

Order Complete Message is fully editable and is displayed on the final screen after order submission to provide confirmation messaging, instructions, or next steps related to the order process.

Customer Settings

The Customer Settings tab is used to manage customer access to the B2B portal. From here, you can invite new customers, manage existing accounts, and control inventory site access.

Customer Table

Customer Table in The Customer Settings

The Customer Table is the main area used to view and manage all customer accounts in the B2B portal. It displays customer information, inventory site assignments, and available actions for each account.

Table Filter

The table includes filtering tools that control which customers are displayed. It includes a search text field (used to enter keywords), a field selector (used to define what data is searched), and a search action that applies the filter. The filter determines which customer records are displayed in the table based on the selected criteria.

Available search options include:

  • All fields
  • Customer
  • Email
  • Inventory Site

Table Columns

The Customer Table is organized into four columns:

  1. Customer
    Displays the customer or company name linked to the account.
  2. Emails
    Displays the email address or addresses associated with the customer account.
  3. Inventory Site
    Defines the warehouse or inventory access assigned to the customer (link: Product Catalog → Assign New Orders To and Show Product Availability Based On Quantities At), where warehouse-level availability rules are configured.

Customers can either have access to all inventory sites or be restricted to a specific site.

  1. Actions
    Provides management options for each customer account.

Edit
Opens the customer settings.

Delete
Removes the customer's access to the B2B portal.

Customer Management Actions

This section explains how to create and manage customer access in the B2B portal.

  1. Invite a Customer

The Invite button is available in this section.

When the Invite button is selected, a pop-up window opens where you can select a customer, enter an email address, configure inventory site access (link: Product Catalog → Inventory Site settings, which define how warehouse availability is applied), and customize the invitation message.

After completing the required fields, select Send to email the invitation to the customer.

Invite Customer Windows in the HandiFox ONline B2B Portal

  1. Edit a Customer

The Edit option is available in the Actions column for each customer in the table.

When selected, a settings window opens where you can manage inventory site access (link: Product Catalog → Inventory Site configuration rules) and invited users associated with that customer (link: Customer Access Management → Managing Existing Customers).

Changes can be saved directly from this window.

Pagination

When multiple pages of customers exist, use the pagination controls at the bottom of the table to navigate between pages.






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