Add-on: B2B

With Rackbeat’s B2B Wholesale Module, you can provide your B2B customers with a unique login, allowing them to easily order products directly through your webshop. Customers gain access to your current inventory levels and can place orders that are automatically created in Rackbeat.

By using the module, your customers get direct insight into your current inventory levels and a complete real-time overview of stock levels—for example, how many products are available for the order, the prices of each product, and the total order value. Additionally, they have the option to specify the desired delivery time and communicate directly with the responsible salesperson for a specific order.

How to activate the B2B module

• Hover your mouse over your name in the top right corner and click on "User Settings".
• Select "Add-on Modules" in the menu on the left.
• Click "Install" on "Wholesale B2B shop" to activate the module

Find the link to your B2B shop

Once the module is activated, you can find the link to your B2B shop here:
Company Settings → B2B Users

Creating a B2B user

Once the module is installed, you can assign access to your customers.
Go to Company Settings → B2B Users to edit and add access.

The contact created here will be the one your customer uses to log into your new B2B shop:

• Name: Customer’s name or contact person
• Email: Login email
• Customer: Select the associated customer in Rackbeat
• Permitted Product Groups: Choose which products the customer is allowed to view on a product group level
• Sync Orders As: Choose how orders from the customer should be created
  

  • Booked (Order confirmed)

  • Booked and ready for shipping (Order confirmed with draft shipment)

• Hide Stock Quantities: Show/hide stock quantities

• Allow Backorders: Allow purchase of out-of-stock products

• Password: Customer’s password. Can be reset later via Forgot Your Password?

• Choose Language: Choose between Danish and English

B2B Shop Overview

When the customer logs in via the assigned link, they will be presented with your webshop featuring the following tabs:

• Catalog – Overview of all products within the permitted product groups
• Orders – Overview of all orders
• Invoices – Overview of posted invoices with download options

Catalog

This is where your customers will see an overview of available products:

Here they can filter by Item Number, Sales Price, and Product Name.

If you use custom fields, these will also appear under the Catalog.
Via the "Option" field, customers can filter the catalog. This allows filtering by categories, campaigns, or anything else as long as it is set up on the product.

Read more about setting up custom fields here:
Custom fields in the B2B shop

Orders

Here the customer can find an overview of all orders placed through the B2B shop.
When the customer adds items to the cart via the "Buy" button, an order is automatically created in this overview.

The customer can then review and confirm the order directly in the system. They also have the option to add a comment and select the desired delivery date. Once the order is confirmed, it will immediately appear in Rackbeat as an active order ready for further processing.

Invoices

In the Invoices tab, the customer gets access to all posted invoices that have been generated based on orders from the B2B shop. These invoices can be downloaded directly from here.

It’s important to note that invoices are not created automatically – they must first be manually created in Rackbeat based on a confirmed order.
Once this is done, they will automatically appear under the customer’s invoice overview in the B2B shop.