Orders from the B2B Portal
Learn how orders submitted through the B2B Portal are processed in HandiFox Online.
Orders Submitted Through the B2B Portal
When a customer submits an order through the B2B Portal, the order is automatically created in HandiFox Online as a sales order.
The sales order contains the products, quantities, and customer information submitted through the portal.
For more information about sales orders, see Sales Orders
Processing B2B Orders
Orders submitted through the B2B Portal are processed using the same workflow as manually created sales orders.
After reviewing the order, you can continue with your normal fulfillment process or invoice it directly.
Inventory Availability
Product availability displayed in the B2B Portal is based on inventory information stored in HandiFox Online.
Changes to inventory levels are reflected in the portal and may affect the products and quantities available for ordering.
For more information about inventory management, see Managing Inventory.
Related Articles
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. ...Overview (Sales Orders)
HandiFox features the ability to create Sales Orders, which are used to keep record of product orders placed by your customers and track quantities on order and quantities available for your inventory items. Invoices can be auto-filled based on sales ...Reviewing Sales Orders
Reviewing Sales Orders on the Mobile Device There are two ways to find an existing sales order in the mobile app: While in the Sales tab, tap the necessary customer in the Customer tab and tap Sales Orders in the pop-up window. You will see a list of ...Invoicing Sales Orders
You can create invoices based on one or multiple sales orders from a certain customer. In the Web App There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...Invoicing Sales Orders
You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...