Ordering & checkout
How B2B ordering works
Cart
Checkout
Payment
Order in your platform
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
| Screen | What 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
How the SparkLayer cart and checkout work for B2B customers, and the settings that change them.
Collect extra information at checkout, such as a PO number, with custom and standard checkout fields.
Choose which B2B payment methods customers see, rename and reorder them, and set the default.
Set credit limits, account balances and payment terms such as Net 30 or Net 60 for B2B customers.
Let B2B customers download PDF invoices from My Account, and customise what they show.
Let customers request quotes, then edit, negotiate and convert them into orders.
Tax and shipping
How SparkLayer shows net prices and adds tax at checkout, and how to set up tax on your platform.
Use your store's shipping rates, or set up B2B shipping methods priced by order total or weight for each customer group.
Reordering tools
Let customers save named lists of products and quantities, and add a whole list to the cart.
Let customers save products with a heart icon and add them to the cart from My Account.
Fill the cart by uploading a PDF, spreadsheet or photo, forwarding an email or scanning barcodes.
After the order
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