B2B E-Store Default Data

This tutorial guides you through configuring the default settings for a B2B E-Store. These settings control order processing, approval workflows, shipping preferences, and other store-level configurations.

Video Tutorial

1. Open Default Data

Within the selected company, click Default Data.

2. Enter the Default Kitting & Packing Cost

Enter the Default Kitting & Packing Cost to be applied to E-Store orders.

3. Configure Excel Campaign Cost

For campaigns created from Excel imports, enter a custom Kitting & Packing Cost if it should be different from the default value.

4. Configure Campaign Budget Cost

For campaigns created through Campaign Budget, enter a custom Kitting & Packing Cost if it should be different from the default value.

5. Select the Default Courier

Choose the Default Courier to be used for this B2B E-Store.

6. Set Order Expiry Days

Enter the number of days an order can remain in the shopping cart without being submitted. Once the expiry period is reached, the order will expire and the customer will need to create a new order.

7. Select Approvable Roles

Click Approvable Role and select the roles authorized to approve orders.

8. Enable Master Tags

Enable Get Master Tags if you want this B2B E-Store to inherit tags from the parent company.

9. Enable Reference Number Autofill

Enable Autofill Reference Numbers to automatically display available reference number options during order entry.

10. Configure Custom Detail Content

Enter any custom content you want to display in the available detail fields.

11. Set the Product Reference Prefix

Enter a two-digit product reference prefix. The two digits will be used as the beginning of all new product reference numbers created for this B2B E-Store, making it easier to identify products associated with the store.

You have successfully configured the default settings for a B2B E-Store. Review all values and preferences to ensure the store is configured correctly for your ordering, approval, and fulfillment workflows.