DizLog B2B is a suite of features that enable you to sell business-to-business (B2B) through the online store, without requiring the use of third-party apps or workarounds. You can set customer-specific pricelist, payment terms, and currencies and connect multiple buyers and locations in a single company profile. You and your customers can add a purchase order (PO) number to B2B orders and draft orders.
To Begin Setting up your B2B Business:
💡 You may get to this page by following the instructions in the following help center articles.
Before you Start
Review the Considerations for using B2B
Decide whether a blended or dedicated store is right for your business
Onboard your Business
Let's get your Business Onboard need guide please click here.
Setup your Business Profile need guide please click here.
Onboard your Business Customers' need guide please click here. via bulk click here.
Create and Manage Payment Terms for B2B Customers, need guide click here.
Setup your Inventory
Create a Catalog from the Inventory / Catalog page or by uploading bulk via CSV
Assign Catalog to the Business
Here are the important details to collect from business customers for POS purposes:
Business Name:
Email Address
Phone Number
Tax Identification Number:
Payment Information:
Pricing Agreements:
Default Shipping Address
Billing Address
How to Add Business Customers:
Click Customers dropdown list and click on Customer List
Click + Add Customer
Enter Required Fields : Business/Company details
Customer Name:
Email Address:
Phone Number:
Customer Type: Select Business
Term Type: Choose from DizLog default type of payment terms depending on the agreement with your Customer
Tax ID:
Enable Cashback: Toggle on or off
Add Price List: You may select or create pricelist from the same page or under Inventory / Category dropdown list
Location Name:
Corporate Phone Number:
Default Shipping Address: You have the option to toggle on the address to set it as the default shippingBilling Address: You have the option to toggle on the address to set it as the default billing address
Click Add New to Save Customer
How to Upload Bulk Customers please click here.
Click Inventory/Catalog dropdown list and click Price List
Click +Add new price list at the top part of the page
Enter a Name for your pricelist
Start adding product by clicking Manage
Add products that you would like to change prices for specific customers
Once added you can manually adjust the product price by clicking on the price field and entering the new price value
if you just want to have all products added to have a certain percentage increase or decrease in price, just at the value percentage on the Overall adjustment field
Click the arrow back to edit other details.
Next add a customer whom this prices will be applied during checkouts. To do so click on Add business customer
Check the status- choose either its active or inactive
Click on Save Changes
💡You can easily update or delete the pricelist by clicking on the " ✎ pencil" or ":🗑Trash can " icon.‘
💡To edit Pricelist currency - you can do the following steps:Go to settings
Select the customer price list
Click on the edit ✎ pencil icon of the selected price list
Update the currency and save.
Add Pricelist under Customer Profile page
You may also add Pricelist to the customer profile directly here's how:
Click Customers dropdown and Click Customer's list.
Click the ✎ pencil icon across customer's name
Click Add Price list and select which price list for the customer
How to Sell to B2B Customers with Created Pricelist.
Go to POS
Open Catalog
First Select the products and add to cart.
Select the Customer name to avail the price from the pricelist created.
💡
The price from the pricelist is now showing in the catalog as long as the customer in the pricelist is selected.
Remember, the specific implementation of customer-specific price lists may vary depending on your business's requirements. It's advisable to consult with your IT department, pricing experts ensure a smooth and accurate implementation process.
DizLog default payment terms you may use :
Net 30: Refers to the number of days within which payment is due. In this case, it is 30 days.
Net 45: Refers to the number of days within which payment is due. In this case, it is 45 days.
Net 15: Means that the buyer is required to make payment in full within 15 days from the date of invoice issuance.
Net 60: Means that the buyer is required to make payment in full within 60 days from the date of invoice issuance.
Net 90: Means that the buyer is required to make payment in full within 90 days from the date of invoice issuance.
Net 7: Means that the buyer is required to make payment in full within 7 days from the date of invoice issuance.
Click Inventory / Catalog dropdown list and click on Payment Terms
DizLog has default payment terms that you may use.
You may add new payment term by clicking on + Add Payment Terms
Enter Payment Term and Days, you may customized the payment terms depending on what payment agreement you made with the customer.
Click on Save
You may enable and disable the payment terms by ticking and unticking the tick box.
You may also edit and delete the payment terms you created, however the default is not editable or deletable.
It's important to note that these are general payment terms, and the specific terms used can vary depending on the industry, business relationship, and negotiation between the parties involved. It's crucial to clearly communicate the agreed-upon payment terms in contracts, invoices, or purchase orders to avoid misunderstandings or disputes.
How to Add Payment Term for Customer
Click the Customer dropdown list and click Customer List
In Existing Customer click on ✎ the pencil icon to edit
Select Payment Term for Customer under Term Type:
Once selected Click Update
Payment Term has been applied to Customer details
That's it you are now able to add Payment Term to your Customer details
How Payment terms work in POS through B2B Checkout
💡Payment terms only apply with Customers that have payment terms applied to their details and will not apply to Walk-in Customers.
Go to POS Catalog and process order as usual process
Select Customer with Payment term applied.
Click Offline and Choose B2B checkout
Payment Term shows Net 15
The due date shows 15 days from today's date
Select Customer address
Click Confirm
Click Checkout
Receipt Review
To Record new payment click on Order Management
Click the Order ID
Click Record Payment
Select Payment Method and Enter amount to pay
That's it you are now able to process B2B Customer with Payment Term added.