Getting started with the B2B setup

If you have purchased the B2B option, you can now set up and manage your B2B settings and companies.

There are various steps required to ensure your B2B users can utilise your website correctly:

1. Application Settings - this allows you to set up and control various aspects of the B2B platform
2. Email Settings - control the content sent in emails to your B2B users
3. CRM - set up or manage B2B companies and users
4. Pricing Rules - set up custom pricing rules just for your B2B companies

Application Settings

Go into your application settings (Applications > Click the pencil/edit icon next to the application you want to edit) and then click on "General Settings" tab. You will need to go to the section named "General Settings - CRM".

Auto-Enable Customers: Depending on how you want your registration form to work, you may want to have to manually check and activate your users when they register. The default setting is to enable your customers when then register, meaning they can log in and book straight away (using a normal payment method, to activate credit limits, please go to the CRM section below) - if you are operating a mixed B2C and B2B website, this default setting is recommended. If you want to manually check and set up the B2B companies with access to credit limits, then change this setting to "Disable customers on register" - this means they won't be able to sign in until you activate their account (see CRM section below).

Auto-Create Companies (Good for B2B-only sites): If you are operating a B2B-only website, you can enable this setting which (as long as you have enabled the Company Name field in the registration widget), it will auto-create or link new customers to a B2B company (see CRM section below).

B2B Workflows: enabling/selecting both of the workflows is recommended as it means that if you add manual B2B companies/users later on, they will receive the workflow emails such as sending them temporary passwords to sign in.

Make sure you click the save button at the bottom of this section before moving on.

Email Settings

Go into your application settings (Applications > Click the pencil/edit icon next to the application you want to edit) and then click on "Email Settings" tab.

Email - B2B Company Link Verify Account: this email is sent when you have activated the "B2B Workflows" in the settings above. When you link a user account to a B2B company, if they have not set their own password (i.e. if you created their account in the CRM), then this email will be sent to them containing a temporary password to be able to sign in to your website. Ensure you fill in the subject, header text and body text (example below).

Email - Customer Registration Verify Account: We recommend setting the "Notify Email of New Registrations" so that you will receive a notification when a new user registers for an account. This is highly recommended if you are going to manually activate each user as without setting this email address, you will not know that a new user registers for an account.

Make sure you click the save button at the bottom of this section before moving on.

CRM

Firstly, you will need some customers - you can either add a new customer via the "Add" button, or they can register themselves via the registration form widget on your website.

Manage Companies: for customers to access B2B booking capabilities (e.g. credit limits) they need to be linked to a company.

Click on the "Manage Companies" and add your first company by completing the basic company information (most is optional and for your own reference only). One important setting is the email domains section - this allows you to add email domain(s) (one per line) to auto-link registrations to this company. Important: we recommend only using corporate domains (e.g. mytravelcompany.com) and not generic email domains that could be used by anyone (e.g. gmail.com/hotmail.com).

You will see your new company displayed in the list and have the following options:
Eye icon - view company information
Pencil icon - edit company information
User icon - view/add users linked to the company
Card icon - manage credit limits for the company
Bin icon - delete company

Company Users

Click on the user/person icon next to the company. Remember, the user will need to exist in your CRM before you can add them to a company. Just use the select/autocomplete field to find the user and then click the "Add User" button to add them into the company. Once you have finished adding users, you can click the "Back to companies list" button to return to the previous screen.

Company Credit Limits

Click on the card icon next to the company. To create a new credit limit, click the "Add" button.

Only the amount and currency are required, the other fields are for your reference only.

You can create or add multiple credit limits to a company and they will roll over into each other, in the order they are created. For example, if a user is trying to place an order that uses the the remaining balance in credit limit one, but they have a second credit limit to fulfill the rest of the order amount, then the platform will automatically span both credit limits - depleting the available credit in the first limit and then assigning the remainder amount to the second limit.

To see the orders against each credit limit, click on the graph icon next to the credit limit.

Pricing Rules

You have the ability to apply pricing rules in a number of different circumstances. In your rules setting, you will see a setting called "B2B Companies" where you can select none, one or multiples of the settings:

Searches with no B2B company: Selecting this option will mean the rule will only apply if the customer is NOT logged in (eg. B2C) or if they ARE logged in, but are not linked to a company (see section above)

Searches with ANY B2B company: Selecting this option will mean the rule will only apply if the customer IS logged in AND linked to a company in the section above. This is the easiest option to set up for B2B pricing rules as it means it will pick up any company you create in the section above.

Specific B2B company/companies: Ass you add companies in the section above, you will see them appear in this dropdown. You can then select individual companies to apply the rule to. If you choose this way of working, you will need to remember that when you add a new company, you will need to add them into the rules you want, which is why we recommend the "Any B2B company" option.