B2B Portal Guide
This guide will link to every article you need to access when setting up your own B2B portal within Order Time.
If you are on the Connected Bundle, you can create 1 B2B Portal for your account, it is part of the bundle natively.
If you are on the Standard Bundle and looking to try it out, reach out to support@ordertime.com and we can assist with setting up a trial.
For new customers who are currently trialing Order Time, you can add portals, but when the trial is about to end we'll need to discuss the pricing and bundle options for you. Make sure to let your sales rep know you are interested in the B2B Portal.
Adding a Portal
Configuring the Portal Settings
Setting up Item Categories & Customer Categories
Setting up Contacts with Portal Access
Setting up Payments for the B2B Portal
Setting up Related Items for the 'Frequently Bought With' Section
Cart List
Setting up Related Items for the 'Frequently Bought With' Section
Image Sizing Guidelines
B2B Cart import
Emails and Logs
B2B Portal KB Article Directory
Our B2B Portal Webinar:
— Keep checking back on this guide for the newest updates. More screenshots and videos coming soon.
B2B Portal Guide