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The “B2B” extension of KIBO eCommerce allows sales to be made to organizations separately from the single-consumer checkout experience. B2B allows retailers to manage the accounts of business buyers across their company, in which multiple buyers can log into a shared B2B account to access their pricing and purchasing options as well as negotiate order quotes with a designated sales representative.The B2B account functionality supports these multiple accounts with different roles and levels of authority, negotiated pricing, credit balances on accounts, otherwise known as Purchase Orders, and other features.In this video, I’m going to cover B2B Buyer Accounts in the KIBO platform. This will include requesting or creating a new B2B Account, as well as all sections within the Buyer Account. The B2B extension of kibo, e-commerce, allows sales to be made to organizations separately from the single consumer checkout experience. B2B allows retailers to manage the accounts of business buyers across their company. In which multiple buyers can log into a shared B2B account to access their pricing and purchasing options as well as negotiate order quotes with a designated sales representative. The B2B account functionality supports these multiple accounts with different roles and levels of authority. Negotiated pricing credit balances on accounts, otherwise known as purchase orders and other features. In this video, I’m going to cover B2B buyer accounts in the keyboard platform, this will include requesting or creating a new B2B account, as well as all sections within the buyer account. To navigate to the B2B Account Dashboard, in the left menu, on the “MAIN” tab, click “B2B”, then click “B2B Accounts”. To navigate to the B2B Account Dashboard, in the left menu, on the “MAIN” tab, click “B2B”, then click “B2B Accounts”. This is the B2B Accounts Dashboard. We’ll discuss each section. This is the B2B Accounts Dashboard. We’ll discuss each section. Users can Search or use Advance Filtering to find a specific B2B Account. This can be helpful if there are numerous B2B Accounts within a tenant. Users can Search or use Advance Filtering to find a specific B2B Account. This can be helpful if there are numerous B2B Accounts within a tenant. Clicking the “Manage Quotes” button allows Sellers to manage any outstanding quotes that may be available. We’ll discuss managing B2B quotes in a separate video. Clicking the “Manage Quotes” button allows Sellers to manage any outstanding quotes that may be available. We’ll discuss managing B2B quotes in a separate video. This is the “Accounts List” on the B2B Accounts Dashboard. All B2B Accounts will be listed here, regardless of “Status” This is the “Accounts List” on the B2B Accounts Dashboard. All B2B Accounts will be listed here, regardless of “Status” Clicking the “Ellipses” next to a B2B Account that has an “Active” status allows users to “Disable” it, if applicable. Clicking the “Ellipses” next to a B2B Account that has an “Active” status allows users to “Disable” it, if applicable. Clicking the “Ellipses” next to a B2B Account that has a “Pending Approval” status allows users to either “Approve” or “Deny”. Clicking the “Ellipses” next to a B2B Account that has a “Pending Approval” status allows users to either “Approve” or “Deny”. To create a new B2B Account from the “B2B Accounts” Dashboard, click the “Create Account” button on the top right. To create a new B2B Account from the “B2B Accounts” Dashboard, click the “Create Account” button on the top right. This will open a new menu where we’ll need to supply the new B2B Account information. All required fields are noted with a green “star”. This will open a new menu where we’ll need to supply the new B2B Account information. All required fields are noted with a green “star”. First, we’ll need to give the new B2B Account a “Name”, typically named after the business. First, we’ll need to give the new B2B Account a “Name”, typically named after the business. Next, we’ll need to choose the “Site” the business will be ordering from. Next, we’ll need to choose the “Site” the business will be ordering from. If the business is “Tax Exempt”, we can enable that here and capture the “Tax ID”. We can also configure this later, if needed. If the business is “Tax Exempt”, we can enable that here and capture the “Tax ID”. We can also configure this later, if needed. If we are going to apply a custom “Price List” to this account, we can choose that here. We can also configure this later, if needed.We discussed “Price Lists” in a separate video. If we are going to apply a custom “Price List” to this account, we can choose that here. We can also configure this later, if needed. We discussed “Price Lists” in a separate video. If we want to apply one or more custom “B2B Segments”, we can do that here. We can also configure this later, if needed. If we want to apply one or more custom “B2B Segments”, we can do that here. We can also configure this later, if needed. Lastly, we’ll need to enter the main “Admin User Information” for this account. This would be the main contact on the “Buyer” side. Lastly, we’ll need to enter the main “Admin User Information” for this account. This would be the main contact on the “Buyer” side. When we have configured all required and optional fields, we’ll click “Save” to save the new B2B Account. When we have configured all required and optional fields, we’ll click “Save” to save the new B2B Account. Alternatively, a “B2B Account Request” link and form could be made available on the storefront, to allow “Buyers” to request their own account. Alternatively, a “B2B Account Request” link and form could be made available on the storefront, to allow “Buyers” to request their own account. Clicking the link will open a “B2B Account Request” modal, where the “Buyer” can supply their “Company Name”, optional “Tax ID”, and “Admin Contact Information”. When they have configured all necessary fields, they’ll click the “Request Account” button. Clicking the link will open a “B2B Account Request” modal, where the “Buyer” can supply their “Company Name”, optional “Tax ID”, and “Admin Contact Information”. When they have configured all necessary fields, they’ll click the “Request Account” button. Regardless of how the new B2B Account is created, either through the KIBO Admin or through a storefront, the account will appear in the “Accounts List” as “Pending Approval”. Again, we can “Approve” or “Deny” the account by clicking the “Ellipses” on the far right, or we can access the “B2B Account Detail” page and “Approve” or “Deny” it there. Regardless of how the new B2B Account is created, either through the KIBO Admin or through a storefront, the account will appear in the “Accounts List” as “Pending Approval”. Again, we can “Approve” or “Deny” the account by clicking the “Ellipses” on the far right, or we can access the “B2B Account Detail” page and “Approve” or “Deny” it there. To access a “B2B Account Detail” page, click directly on the account in the “Accounts List” Dashboard. To access a “B2B Account Detail” page, click directly on the account in the “Accounts List” Dashboard. This is the B2B Account Detail page. All required fields are noted with a green “star”. We will discuss all sections and fields. This is the B2B Account Detail page. All required fields are noted with a green “star”. We will discuss all sections and fields. The B2B Account’s current “Status” is displayed in the top header. If a new account is currently “Pending Approval”, then it can be confirmed or rejected in the top left by expanding the drop-down menu and clicking “Approve” or “Deny”. The B2B Account’s current “Status” is displayed in the top header. If a new account is currently “Pending Approval”, then it can be confirmed or rejected in the top left by expanding the drop-down menu and clicking “Approve” or “Deny”. If the account is already “Approved”, users can deactivate it by expanding the drop-down again and switching the status to “Disable”. If the account is already “Approved”, users can deactivate it by expanding the drop-down again and switching the status to “Disable”. When “Approving” a “Pending” account, we will be required to select the “Site” the account will be using, as well as assign at least one sales representative to it. When we have made those selections, we’ll click “Save” to finish the account “Approval” process. When approving a pending account, we will be required to select the site. The account will be using as well as a sign. At least one sales representative to it. When we have made those selections, we’ll click save to finish the account approval process. At the top of the “B2B Account Detail” page, there is basic information displayed for the account, including the “Account Name”, “Account ID”, the “Lifetime Value” of the account, the “Date” the account was created, the current “Purchase Order” status, and more. At the top of the “B2B Account Detail” page, there is basic information displayed for the account, including the “Account Name”, “Account ID”, the “Lifetime Value” of the account, the “Date” the account was created, the current “Purchase Order” status, and more. Similar to other menus in the KIBO platform, we can quickly navigate to different sections on this page by clicking the section “Link” at the top of the page. Similar to other menus in the KIBO platform, we can quickly navigate to different sections on this page by clicking the section “Link” at the top of the page. This “General” section contains some of the basic information that was set when creating the account, including the “Account Name”. We can edit this name at any time. This “General” section contains some of the basic information that was set when creating the account, including the “Account Name”. We can edit this name at any time. “Account Priority” determines which accounts get their orders released first, in numerical order and in entirety before moving to the next priority account. This means that if Company A has a priority of “1” and Company B has a priority of “3”, and there are “10” orders from Company A and “1” from Company B, then all “10” Company A orders will be released before Company B’s single order.While configuring the B2B account, users will enter an integer as the “value” to set the priority of the account. Multiple accounts can share the same priority number. “Account Priority” determines which accounts get their orders released first, in numerical order and in entirety before moving to the next priority account. This means that if Company A has a priority of “1” and Company B has a priority of “3”, and there are “10” orders from Company A and “1” from Company B, then all “10” Company A orders will be released before Company B’s single order. While configuring the B2B account, users will enter an integer as the “value” to set the priority of the account. Multiple accounts can share the same priority number. Similar to when we created the account, if the business is “Tax Exempt”, we can enable that here and capture the “Tax ID”. This can be updated at any time. Similar to, when we created the account, if the business is tax-exempt, we can enable that here and capture the tax ID. This can be updated at any time. “B2B Segments” can also be managed at any time. Click the “field” to scroll or click the “Search” button to search for any applicable “Segments”. Click directly on them to apply to the account. We can apply as many as are applicable. “B2B Segments” can also be managed at any time. Click the “field” to scroll or click the “Search” button to search for any applicable “Segments”. Click directly on them to apply to the account. We can apply as many as are applicable. “Price Lists” can be applied or removed from a B2B Account at any time. Click on the “Price List” to apply it, click it again to remove it. Priceless can be applied or removed from a B2B account at any time. Click on the price list to apply it. Click it again to remove it. The “Account Hierarchy” section displays the “parent-child” relationship structure for B2B accounts, helping Admin users understand organizational structure at a glance.Click the expand “arrow” icon next to the section header to open the hierarchy in a modal window for better visibility. The same complete hierarchy is displayed regardless of which account in the hierarchy you are viewing. The “Account Hierarchy” section displays the “parent-child” relationship structure for B2B accounts, helping Admin users understand organizational structure at a glance. Click the expand “arrow” icon next to the section header to open the hierarchy in a modal window for better visibility. The same complete hierarchy is displayed regardless of which account in the hierarchy you are viewing. Each B2B account has its own set of “Users”, or “Buyers”, with the ability to log into the storefront and access B2B-specific pricing and features.“Buyers” can act on behalf of the account, depending on their user permission level. Admins can create custom roles with specific permission combinations tailored to the organization’s needs. Each B2B account has its own set of users or buyers with the ability to log into the storefront and access B2B specific pricing and features. Buyers can act on behalf of the account, depending on their user permission level. Admins can create custom roles with specific permission combinations, tailored to the organization’s needs. To add a user on behalf of the “Buyer”, click the “Add User” button. “Buyers” can be added to multiple B2B accounts with multiple roles, if applicable.Admins can also manage existing users by clicking the “Ellipses” next to the user, and clicking “View Customer Account”, “Edit User”, or “Delete User”. All “Users” will get a unique “Customer Account” page created for them in the “Customers” menu, tied to the “Account ID” of the B2B account.We discussed the “Customers” menu in a separate video. To add a user on behalf of the “Buyer”, click the “Add User” button. “Buyers” can be added to multiple B2B accounts with multiple roles, if applicable. Admins can also manage existing users by clicking the “Ellipses” next to the user, and clicking “View Customer Account”, “Edit User”, or “Delete User”. All “Users” will get a unique “Customer Account” page created for them in the “Customers” menu, tied to the “Account ID” of the B2B account. We discussed the “Customers” menu in a separate video. “Sellers” can assign their own users as “Sales Representatives” for B2B accounts. Sales representatives log in through the KIBO Admin interface and negotiate with their “Buyers” on behalf of the “Seller”. This is a default user role that comes with the platform. “Sellers” can assign their own users as “Sales Representatives” for B2B accounts. Sales representatives log in through the KIBO Admin interface and negotiate with their “Buyers” on behalf of the “Seller”. This is a default user role that comes with the platform. To add a new Sales Rep to the B2B Account, click the “Add Sales Rep” button.To remove an existing Sales Rep, click the “Ellipses” next to the rep and then click “Remove Sales Rep”. To add a new Sales Rep to the B2B Account, click the “Add Sales Rep” button. To remove an existing Sales Rep, click the “Ellipses” next to the rep and then click “Remove Sales Rep”. The “Addresses” section contains all of the available addresses and other contact information that “Buyers” can use when creating Orders for the B2B account.Click the “pencil” icon next to an “Address ID” to edit an existing address, or click the “X” icon to remove it. The “Addresses” section contains all of the available addresses and other contact information that “Buyers” can use when creating Orders for the B2B account. Click the “pencil” icon next to an “Address ID” to edit an existing address, or click the “X” icon to remove it. To add a new “Address”, click “Add New Address”. To add a new “Address”, click “Add New Address”. This will open the “Customer Contact” modal window. Again, all required information is noted with a green “star”. Users can also select whether this new “Address” is a “Billing Address”, “Shipping Address”, or both.When completed, users can click “Validate Address” to analyze the input. The KIBO Platform will provide us with an automatically edited version that may be selected for use. This validation may capitalize words, expand the zip code, or otherwise standardize the formatting. This will open the “Customer Contact” modal window. Again, all required information is noted with a green “star”. Users can also select whether this new “Address” is a “Billing Address”, “Shipping Address”, or both. When completed, users can click “Validate Address” to analyze the input. The KIBO Platform will provide us with an automatically edited version that may be selected for use. This validation may capitalize words, expand the zip code, or otherwise standardize the formatting. When completed and validated, click “Confirm” to add it to the B2B Account. When completed and validated, click “Confirm” to add it to the B2B Account. “Payment Information” is where users can enable “Purchase Orders” for the B2B Account.Enable or disable purchase orders for this account by clicking the toggle in the top right, as long as purchase orders are enabled as a valid “Payment Type” for the Site. We discussed “Payment Types” in a separate video. “Payment Information” is where users can enable “Purchase Orders” for the B2B Account. Enable or disable purchase orders for this account by clicking the toggle in the top right, as long as purchase orders are enabled as a valid “Payment Type” for the Site. We discussed “Payment Types” in a separate video. “Purchase Orders” includes settings for the “Credit Limit”, “Overdraft Allowance”, and displays the current available purchase order “Balance” of the account. A history of all purchase order “Transactions” is also included. “Purchase Orders” includes settings for the “Credit Limit”, “Overdraft Allowance”, and displays the current available purchase order “Balance” of the account. A history of all purchase order “Transactions” is also included. First, enter the “Credit Limit” for the B2B Account. First, enter the “Credit Limit” for the B2B Account. Next, select the “Overdraft Allowance” calculation, either a “Percent” of the “Credit Limit” or discrete “Amount”. After selecting the allowance calculation, enter a “value” for the calculation on the line to the right. For example, we could choose “Percent”, and then enter the value of “10” for a “10% Overdraft Allowance”. We can also enter the value of “0” to disallow any “Overdraft”. Next, select the “Overdraft Allowance” calculation, either a “Percent” of the “Credit Limit” or discrete “Amount”. After selecting the allowance calculation, enter a “value” for the calculation on the line to the right. For example, we could choose “Percent”, and then enter the value of “10” for a “10% Overdraft Allowance”. We can also enter the value of “0” to disallow any “Overdraft”. Select the appropriate “Payment Terms” for the Site that were configured in the “Payment Types” menu. Select the appropriate “Payment Terms” for the Site that were configured in the “Payment Types” menu. All Purchase Order transactions are listed in the “Transaction Log”, as well as the associated “Order Number”, “Purchase Order Number”, and “Buyer” who completed the Order Transaction. The “Available Balance” will also be continually updated based on outstanding Purchase Orders, and this information can be made available during checkout so “Buyers” are aware of the “Balance” before completing any purchases. All Purchase Order transactions are listed in the “Transaction Log”, as well as the associated “Order Number”, “Purchase Order Number”, and “Buyer” who completed the Order Transaction. The “Available Balance” will also be continually updated based on outstanding Purchase Orders, and this information can be made available during checkout so “Buyers” are aware of the “Balance” before completing any purchases. “Quotes” contains a log of the quotes that have been created for the B2B Account, regardless of “Status” or where they originated. A seller can click the “Initiate Quote” button to be directed to the storefront and begin creating a new quote for the B2B Account.We’ll discuss “Quotes” for B2B Accounts in a separate video. “Quotes” contains a log of the quotes that have been created for the B2B Account, regardless of “Status” or where they originated. A seller can click the “Initiate Quote” button to be directed to the storefront and begin creating a new quote for the B2B Account. We’ll discuss “Quotes” for B2B Accounts in a separate video. “Order History” displays all Orders that have been submitted by “Buyers” from this B2B Account. Users can click an order in the table to view its details. “Order History” displays all Orders that have been submitted by “Buyers” from this B2B Account. Users can click an order in the table to view its details. Clicking the “Ellipses” on the far right of an Order also allows users to “View the Order”. We can quickly initiate a new Order based on a previous Order by clicking “Reorder” under the “Ellipses” menu. This will create a new Order with the same products and quantities. Clicking the “Ellipses” on the far right of an Order also allows users to “View the Order”. We can quickly initiate a new Order based on a previous Order by clicking “Reorder” under the “Ellipses” menu. This will create a new Order with the same products and quantities. The “Audit Log” provides an “Audit” history for the Purchase Order account settings. The “Audit Log” provides an “Audit” history for the Purchase Order account settings. “Lists” are products that “Buyers” of the B2B Account may want to order. Users can create lists on the customer account-level and the wider B2B account-level, which will expose the list to all B2B “Buyers”. “Lists” are products that “Buyers” of the B2B Account may want to order. Users can create lists on the customer account-level and the wider B2B account-level, which will expose the list to all B2B “Buyers”. Clicking the “Ellipses” next to a “List” allows an Admin to “View List”. Clicking the “Ellipses” next to a “List” allows an Admin to “View List”. This will open a modal window with “Read Only” access to the “List”. This will open a modal window with “Read Only” access to the “List”. A “List” can be converted into an Order by clicking “Create Order” under the “Ellipses”. If an item on the “List” is unavailable when it is converted, then the order will be filled with available products. A “List” can be converted into an Order by clicking “Create Order” under the “Ellipses”. If an item on the “List” is unavailable when it is converted, then the order will be filled with available products. Custom B2B “Account Attributes” can allow different settings or display options to be configured for individual accounts within the B2B account. For example, users can create a custom attribute for a logo and set a different image for the B2B account than the merchant account so that the new logo is displayed when they log in to the storefront.Customer service representatives can also search for custom attributes to narrow down their query results when serving B2B clients.These custom attributes can be managed by a KIBO Admin, similar to existing user attributes. A B2B account can have both custom account attributes and user attributes. Custom B2B account attributes can allow different settings or display options to be configured for individual accounts within the B2B account. For example, users can create a custom attribute for a logo and set a different image for the B2B account, then the merchant account. So that the new logo is displayed when they log into the storefront. Customer service Representatives can also search for custom attributes to narrow down their query results when serving B2B clients. These custom attributes can be managed by a kibo admin similar to existing user attributes. A B2B account can have both custom account attributes and user attributes. When all sections have been configured, click “Save” to update the B2B Account. When all sections have been configured, click “Save” to update the B2B Account.

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