How to Configure Miscellaneous Settings for the B2B Portal

This guide provides step-by-step instructions to configure various settings for the B2B portal in Luminous. These settings help customize user experiences, control order workflows, and manage notifications.

Step 1: Access System Settings

1. Navigate to the System Settings menu:
   • Click your profile icon in the bottom left-hand corner.
   • Open the System Settings section.
    

Step 2: Configure B2B Portal Settings

Global Product Template

• This setting applies a default product template to users or companies without a specific template assigned.
• Adjust the template to define the default layout for B2B portal product displays.

Override Approval Process

• Enable this if you want an approval process for all orders before they proceed to an invoice or push to systems like QuickBooks or ShipStation.
  • When enabled: Every submitted order requires manual approval.
  • When disabled: Orders automatically proceed without approval.
• Discuss this setting with your customers to align with their preferences.

Payment Instructions & Checkout Customization

• Add custom payment instructions or messages to be displayed at checkout.
• These include text descriptions, company footers, or notes to guide customers during the checkout process.

Step 3: Advanced Checkout Options

Allow Add to Cart for Zero-Priced Items

• Enable this if you want customers to add items with a zero price (e.g., sample orders or removal orders).

Allow Add to Cart for Out-of-Stock Items

• Enable this to allow customers to add out-of-stock items to their cart (e.g., for backorders or pre-orders).

Allow Checkout for Zero Order Total

• Use this setting to allow customers to complete checkout even if the total order value is zero.

Allow No Payment Checkouts

• Enable this if payment is handled outside the portal, such as:
  • Generating invoices for payment in QuickBooks.
  • Processing manual payments over the phone.

Show Credit Card Form

• Enable this if you integrate with payment processors like Authorize.net or CyberSource to require transactions at checkout.

Allow Unpaid Orders Approval Process

• Use this option to ensure unpaid orders go through the same approval process as standard orders.

Step 6: Add Charges and Taxes

Show Inventory Numbers

• When enabled: Displays the exact inventory count (e.g., “25 units in stock”).
• When disabled: Displays only stock statuses (e.g., “In Stock” or “Out of Stock”).

Step 5: Configure Notifications

B2B Portal Order Notifications

1. Assign staff to receive notifications for B2B portal orders.
2. Schedule notification delivery times.

Contact-Specific Notifications

1. When adding a new contact, configure the following notification options:
   
   • Receive Client Quotation Email: (Rarely used; can be ignored.)
   • Receive Client Purchase Order Email: Notifies the contact when an order is placed.
   • Receive Client Purchase Order Invoice Email: Notifies the contact when the order is converted to an invoice.

Step 6: Testing & Review

1. Place a test order on the B2B portal to verify: 
   • Custom payment instructions, footer text, and checkout messages appear correctly.
   • Approval processes and notifications work as expected.
   • Make adjustments as needed through System Settings.

By customizing these settings, you can ensure the B2B portal meets your business requirements while providing a seamless experience for your customers.