This checklist outlines all the steps that you need to take to get started with Vendordesk. These steps will help guide you create and open your B2B Portal. You might find it helpful to print this checklist so that you can refer to it throughout the setup process.
Before you start setting up your B2B Portal, it’s important to understand your goals. Ask yourself basic questions about your portal. For example, do you want to offer product downloads like manuals and certifications? Do you want to use the invoicing system from Vendordesk? This can help you to focus your attention and speed up your setup process. You might also want to think about which pricing plan meets your needs. However, you don’t need to choose a plan until the end of your trial.
Think about which pricing plan you need
Set up your B2B Portal
Before you stock your B2B Portal with products, you need to enter some information about yourself and your store. You need to decide on some basic standards for your product listings and customer transactions. Also, you need to set up your domain to make sure that your customers can find your store online.
Log in to your store
Password protect your store
Name your store and set your legal business name
Enter your business address
Add your billing information
Set the default currency for your store
Set a default weight unit for your store listings
Set up your shipping settings
Set up your taxes
Staff your store, if applicable
Organize your B2B Portal
The products that you’re going to sell is the most important parts of your B2B Portal. Depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a B2B Portal. Be sure to give yourself plenty of time to add your products, to organize them into groups, and to set the necessary tax information.
Add your products
Organize your products into collections
Customize your menus
Test your B2B Portal
Before you launch your B2B Portal, place some test orders to see if everything works as expected.
Test successful and failed transactions
Test fulfilling and partially fulfilling orders
Open your B2B Portal
After you’ve picked a plan and tested your B2B Portal, you’re ready to open the portal to your customers. You can invite them by providing the login credentials and the location of you portal.