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Ordering & checkout

Steps for

How B2B ordering works

The B2B ordering journey

Cart

The customer adds products, from search, shopping lists, Favourites or Intelligent Cart.
(this flows forward)

Checkout

They choose a shipping address, fill in checkout fields such as a PO number, and pick a shipping method.
(this flows forward)

Payment

They pay upfront by card, by invoice or on account, or request a quote.
(this flows forward)

Order in your platform

The order is created in your eCommerce platform as a draft or completed order, and shows in Orders.

Tax is added at the last step of the checkout, from your platform's tax settings. Shipping costs come from your platform or SparkLayer shipping rates.

Where the settings live

ScreenWhat you set there
Settings,Configurations (opens in your SparkLayer Dashboard in a new tab)Feature switches in four cards: Ordering (company users, multi-location stock, recurring orders, payments visibility), Quotes and invoices, Pricing and cart and Store (store details, email domain, purchase ID prefix).
Storefront,Options,Checkout (opens in your SparkLayer Dashboard in a new tab)Checkout fields, the order of payment methods, saving addresses and hiding the AI cart features.
Customers,Groups (opens in your SparkLayer Dashboard in a new tab)Which payment methods, order limits and checkout access each group of customers gets.
Settings,Shipping (opens in your SparkLayer Dashboard in a new tab)SparkLayer's own B2B shipping methods, and which Shopify method is pre-selected at checkout.
Integrations,Platform,Shopify order actions (opens in your SparkLayer Dashboard in a new tab)On Shopify, whether draft orders are completed automatically.

Checkout and payment

Tax and shipping

Reordering tools

After the order

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